EPAC Enerpac Tool (EPAC) Insider Trading, Ownership & Congress Trades
Industrials · Misc industrial & commercial machinery & equipment · CIK 0000006955
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
163
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $157.9K priced
What the filings say about EPAC
Insiders, 180 days
-$201.3K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-09-21
Enerpac Tool insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ENERPAC TOOL GROUP CORP insiders sold a net $201.3K of stock across 13 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 12.2% of the 24,030 shares held after it.
- 1 other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Cunningham Danny L sold about $100.6K of EPAC on Jul 23, 2026; 1 other insider sold within 30 days and 163 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (1 buy, 4 sales), the last on Aug 12, 2025.
- The trade is 2.9% of the 99,681 shares held after it.
- 1 other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ferland E James Jr sold about $100.6K of EPAC on Jul 23, 2026; 1 other insider sold within 30 days and 163 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 0.8% of the 328,342 shares held after it.
- No other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Sternlieb Paul sold about $118.8K of EPAC on Oct 16, 2025; 163 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (1 buy, 3 sales), the last on Oct 22, 2024.
- The trade is 4.5% of the 94,136 shares held after it.
- No other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ferland E James Jr sold about $173.1K of EPAC on Aug 12, 2025, the largest insider sale at the company since 2022; 163 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (1 buy, 2 sales), the last on Jul 10, 2024.
- The trade is 2.3% of the 86,047 shares held after it.
- No other insider sold within 30 days.
- 163 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Ferland E James Jr sold about $85.6K of EPAC on Oct 22, 2024, the largest insider sale at the company since 2022; 163 funds added in the latest 13F quarter.13 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$201.3K over 180 days
more than 70% of Industrials
Congress
1 member bought in the last year
the lowest in Industrials
Funds
163 funds bought in last quarter
more than 52% of Industrials
Revenue
+4.6% year over year
below 52% of Industrials
Margin
15.0% net margin
more than 88% of Industrials
Buybacks
$81.1M repurchased, FY to 2026-05-31
more than 57% of Industrials
Short interest
3.6% of the float short (float per yahoo 2026-10-26) · 3.6 days to cover · settled 2026-09-30
more than 53% of Industrials
What changed in the last 30 days
Oct 12Rep. Gilbert Cisneros sold $1.0K to $15K, disclosed 21 days after the trade
Why it matters
House members report a bracket, not an exact amount, and have 45 days to do it; the trade is weeks old when it becomes public.
Watch EPAC
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-16.8%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns EPAC: institutional holders (13F)
13F holdings, latest reported quarter
8,317,488 sh
$298.3M
4,648,312 sh
$166.7M
3,031,635 sh
$108.7M
3,000,634 sh
$107.6M
2,535,759 sh
$90.9M
Congress trades in EPAC
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-09-21 · disclosed 21 days later
$1,001 - $15,000
Bought 2026-07-16 · disclosed 50 days later
$1,001 - $15,000
Bought 2026-07-10 · disclosed 56 days later
$1,001 - $15,000
Bought 2026-03-03 · disclosed 35 days later
$1,001 - $15,000
Bought 2026-01-27 · disclosed 17 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
EPAC planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Cunningham Danny L
Filed 2026-07-23
$100.6K
Ferland E James Jr
Filed 2026-07-23
$100.6K
EPAC mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
SouthernSun Small Cap Fund
$13.6M position · as of 2026-06-30
5.3%
Virtus KAR Small-Cap Growth Fund
$31.9M position · as of 2026-06-30
5.2%
Virtus KAR Small-Cap Growth Series
$2.4M position · as of 2026-06-30
5.1%
Virtus KAR Global Small-Cap Fund
$1.1M position · as of 2026-06-30
3.2%
Neuberger Small-Mid Cap ETF
$3.3M position · as of 2026-05-31
1.4%
Brown Advisory Sustainable Small-Cap Core Fund
$1.7M position · as of 2026-06-30
1.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Paul ESternlieb
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$6.0M
$14.5M
$749.4K
+100%
+105%
2023
$9.6M
n/a
$1.2M
+27%
+26%
2021
$4.5M
n/a
$1.1M
+21%
+47%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $201.3K sold by insiders over 180 days, 163 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
EPAC financials
Revenue growth
+4.6%
XBRL, annual
Net margin
15.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$634.1M
four quarters, 2025-06-01 to 2026-05-31
Revenue, TTM EPAC
| FY Aug 2025 | $616.9M |
| FY Aug 2024 | $589.5M |
| FY Aug 2023 | $598.2M |
| FY Aug 2022 | $571.2M |
| FY Aug 2021 | $528.7M |
| May 2026 | $167.6M |
| Feb 2026 | $154.8M |
| Nov 2025 | $144.2M |
| Aug 2025 | $167.5M |
| May 2025 | $158.7M |
| Feb 2025 | $145.5M |
| Nov 2024 | $145.2M |
| Aug 2024 | $158.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+14.7%
net income over revenue, 2025-06-01 to 2026-05-31
Net margin, TTM EPAC
| FY Aug 2025 | +15.0% |
| FY Aug 2024 | +14.5% |
| FY Aug 2023 | +7.8% |
| FY Aug 2022 | n/a |
| FY Aug 2021 | +7.2% |
| May 2026 | +17.8% |
| Feb 2026 | +10.5% |
| Nov 2025 | +13.3% |
| Aug 2025 | +16.8% |
| May 2025 | +13.9% |
| Feb 2025 | +14.4% |
| Nov 2024 | +15.0% |
| Aug 2024 | +15.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$112.3M
operating cash flow minus capex, 2025-06-01 to 2026-05-31
Free cash flow, TTM EPAC
| FY Aug 2025 | $91.9M |
| FY Aug 2024 | $69.9M |
| FY Aug 2023 | $68.2M |
| FY Aug 2022 | $43.3M |
| FY Aug 2021 | $42.2M |
| May 2026 | $36.7M |
| Feb 2026 | $10.0M |
| Nov 2025 | $13.3M |
| Aug 2025 | $52.3M |
| May 2025 | $35.1M |
| Feb 2025 | $1.8M |
| Nov 2024 | $2.8M |
| Aug 2024 | $37.9M |
At each fiscal year end
Single quarter
Debt to equity
0.44x
long-term 2026-05-31 plus current 2026-05-31; equity 2026-05-31
Debt to equity EPAC
| FY Aug 2025 | 0.44x |
| FY Aug 2024 | 0.50x |
| FY Aug 2023 | 0.66x |
| FY Aug 2022 | 0.63x |
| FY Aug 2021 | 0.42x |
| May 2026 | 0.44x |
| Feb 2026 | 0.46x |
| Nov 2025 | 0.44x |
| Aug 2025 | 0.44x |
| May 2025 | 0.44x |
| Feb 2025 | 0.47x |
| Nov 2024 | 0.49x |
| Aug 2024 | 0.50x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.67x
TTM operating cash flow over long-term 2026-05-31 plus current 2026-05-31
Cash flow to debt EPAC
| FY Aug 2025 | 0.59x |
| FY Aug 2024 | 0.42x |
| FY Aug 2023 | 0.36x |
| FY Aug 2022 | 0.26x |
| FY Aug 2021 | 0.31x |
| May 2026 | 0.67x |
| Feb 2026 | 0.66x |
| Nov 2025 | 0.63x |
| Aug 2025 | 0.59x |
| May 2025 | 0.53x |
| Feb 2025 | 0.47x |
| Nov 2024 | 0.50x |
| Aug 2024 | 0.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+21.6%
TTM net income over average of 2025-05-31 and 2026-05-31
Return on equity EPAC
| FY Aug 2025 | +22.5% |
| FY Aug 2024 | +23.9% |
| FY Aug 2023 | +14.4% |
| FY Aug 2022 | n/a |
| FY Aug 2021 | +9.9% |
| May 2026 | +21.6% |
| Feb 2026 | +21.0% |
| Nov 2025 | +21.7% |
| Aug 2025 | +22.5% |
| May 2025 | +22.2% |
| Feb 2025 | +25.0% |
| Nov 2024 | +24.9% |
| Aug 2024 | +23.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+11.4%
TTM net income over average of 2025-05-31 and 2026-05-31
Return on assets EPAC
| FY Aug 2025 | +11.6% |
| FY Aug 2024 | +11.1% |
| FY Aug 2023 | +6.1% |
| FY Aug 2022 | n/a |
| FY Aug 2021 | +4.6% |
| May 2026 | +11.4% |
| Feb 2026 | +10.9% |
| Nov 2025 | +11.3% |
| Aug 2025 | +11.6% |
| May 2025 | +11.3% |
| Feb 2025 | +12.0% |
| Nov 2024 | +11.6% |
| Aug 2024 | +11.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+20.9%
operating income after a 24.2% effective tax rate, over long-term 2026-05-31 plus current 2026-05-31 plus average of 2025-05-31 and 2026-05-31 minus cash
Return on invested capital EPAC
| FY Aug 2025 | +23.1% |
| FY Aug 2024 | +24.1% |
| FY Aug 2023 | +16.4% |
| FY Aug 2022 | +5.8% |
| FY Aug 2021 | +11.3% |
| May 2026 | +20.9% |
| Feb 2026 | +19.6% |
| Nov 2025 | +21.3% |
| Aug 2025 | +23.1% |
| May 2025 | +21.5% |
| Feb 2025 | +23.3% |
| Nov 2024 | +23.5% |
| Aug 2024 | +24.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+19.6%
operating income (EBIT proxy) over average of 2025-05-31 and 2026-05-31 minus current liabilities
Return on capital employed EPAC
| FY Aug 2025 | +19.9% |
| FY Aug 2024 | +19.3% |
| FY Aug 2023 | +13.8% |
| FY Aug 2022 | +4.8% |
| FY Aug 2021 | +7.3% |
| May 2026 | +19.6% |
| Feb 2026 | +18.9% |
| Nov 2025 | +19.5% |
| Aug 2025 | +19.9% |
| May 2025 | +18.7% |
| Feb 2025 | +19.1% |
| Nov 2024 | +19.2% |
| Aug 2024 | +19.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
19.94x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-01 to 2026-05-31
P/E, trailing EPAC
| FY Aug 2025 | 24.76x |
| FY Aug 2024 | 26.44x |
| FY Aug 2023 | 31.57x |
| FY Aug 2022 | 71.85x |
| FY Aug 2021 | 39.94x |
| May 2026 | 18.92x |
| Feb 2026 | 25.50x |
| Nov 2025 | 22.68x |
| Aug 2025 | 24.76x |
| May 2025 | 26.31x |
| Feb 2025 | 27.38x |
| Nov 2024 | 29.43x |
| Aug 2024 | 26.44x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.9B
market value at close 2026-10-26 on 2026-07-06 shares, plus long-term 2026-05-31 plus current 2026-05-31, minus cash 2026-05-31
Enterprise value EPAC
| FY Aug 2025 | $2.3B |
| FY Aug 2024 | $2.3B |
| FY Aug 2023 | $1.5B |
| FY Aug 2022 | $1.2B |
| FY Aug 2021 | $1.5B |
| May 2026 | $1.8B |
| Feb 2026 | $2.2B |
| Nov 2025 | $2.1B |
| Aug 2025 | $2.3B |
| May 2025 | $2.4B |
| Feb 2025 | $2.6B |
| Nov 2024 | $2.7B |
| Aug 2024 | $2.3B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.2%
TTM free cash flow over market value at close 2026-10-26
FCF yield EPAC
| FY Aug 2025 | +4.0% |
| FY Aug 2024 | +3.1% |
| FY Aug 2023 | +4.6% |
| FY Aug 2022 | +3.8% |
| FY Aug 2021 | +2.8% |
| May 2026 | +6.5% |
| Feb 2026 | +5.1% |
| Nov 2025 | +5.1% |
| Aug 2025 | +4.0% |
| May 2025 | +3.3% |
| Feb 2025 | +2.8% |
| Nov 2024 | +3.1% |
| Aug 2024 | +3.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
2.32x
P/E over trailing EPS growth of 9%: four quarters to 2026-05-31 against the four to 2025-05-31
PEG, trailing EPAC
| FY Aug 2025 | 2.58x |
| FY Aug 2024 | 0.30x |
| FY Aug 2023 | 0.15x |
| FY Aug 2022 | n/a |
| FY Aug 2021 | 0.01x |
| May 2026 | 2.20x |
| Feb 2026 | n/a |
| Nov 2025 | 12.40x |
| Aug 2025 | 2.58x |
| May 2025 | 3.64x |
| Feb 2025 | 0.83x |
| Nov 2024 | 0.48x |
| Aug 2024 | 0.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-08 | 2024-08 | 2023-08 | 2022-08 | |
|---|---|---|---|---|
| Revenue | $616.9M | $589.5M | $598.2M | $571.2M |
| Gross profit | $311.8M | $301.0M | $295.0M | $265.4M |
| Operating income | $133.5M | $121.6M | $83.9M | $30.7M |
| Net income | $92.7M | $85.7M | $46.6M | $15.7M |
| EPS (diluted) | 1.70 | 1.56 | 0.82 | 0.26 |
| Operating cash flow | $111.3M | $81.3M | $77.6M | $51.7M |
| Cash | $151.6M | $167.1M | $154.4M | $120.7M |
| Long-term debt | $182.2M | $189.5M | $210.3M | $200.0M |
| Buybacks | $68.7M | $38.4M | $57.7M | $75.1M |
| Dividends paid | $2.2M | $2.2M | $2.3M | $2.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
EPAC Stock Sonar score 6/7 axes
Find similar shapesCompareEPAC ranks highest on profitability (86th percentile) and risk and compliance (81st), and lowest on insider conviction (34th), among Industrials peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
EPAC filings, in plain words
Are Enerpac Tool insiders buying or selling EPAC?
In the 180 days to 2026-10-28, Enerpac Tool insiders were net sellers, a net $201.3K across purchases and sales reported on Form 4, by 2 sellers.
Have members of Congress traded EPAC?
Yes. In the year to 2026-10-28, 1 House member disclosed buying EPAC and 0 House members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-09-21.
Read the full summary
In the 180 days to 2026-10-28, Enerpac Tool insiders were net sellers of EPAC, a net $201.3K across purchases and sales reported on Form 4 by 2 sellers. In the year to 2026-10-28, 1 member of Congress disclosed buying EPAC and 0 members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-09-21. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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