§ MACHINERY
USD · MachineryESE
ESCO TECHNOLOGIES INC
USDSector · MachineryBeta · 1.18
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
212 increased/new, 177 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 24.9 | P/B | 3.54 |
| EPS (TTM) | 11.72 | Dividend | 0.11% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.0M | 0.0% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | n/a | n/a |
| State Street | 1.0M | 0.0% | +3% |
| Capital World Investors | 750K | 0.0% | −17% |
| Dimensional Fund Advisors | 637K | 0.0% | −8% |
◇ AC INTELLIGENCE
Top institutional owners for ESE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER45.7% · 319 holders
PASSIVE / INDEX41.0% · 11 holders
QUALITY / COMPOUNDER14.8% · 23 holders
DEALER / BANK11.8% · 38 holders
INCOME / DEFENSIVE2.7% · 27 holders
DEEP VALUE0.7% · 1 holder
TACTICAL / MACRO0.6% · 4 holders
SYSTEMATIC / QUANT0.4% · 7 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ESE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
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