Energizer Holdings, Inc. filings document regulatory disclosures for a branded consumer products company with Batteries & Lights and Auto Care operations. Recent Form 8-K reports furnish quarterly and annual operating results, financial outlook materials, investor presentations, and Regulation FD information tied to the company's battery, lighting, and auto care portfolio.
The filing record also covers governance and capital-structure matters, including the definitive proxy statement, annual meeting voting results, director elections, executive compensation, auditor ratification, executive transition arrangements, and material financing agreements. Debt disclosures include the completed issuance of senior notes due 2033, related indenture terms, guarantor arrangements, and use of proceeds for refinancing and general corporate purposes.
Energizer Holdings, Inc. executive Ryan M. Sedlak, EVP NA & Global Business Units, reported direct holdings as of October 1, 2026, of 56 common shares and four restricted stock unit awards tied to 1,368, 2,978, 4,600 and 9,236 common shares. The awards are dated November 7, 2022, November 6, 2023, November 4, 2024 and November 10, 2025, respectively.
The restricted stock units convert into common stock on a one-for-one basis and vest in four equal annual installments from the grant date if Sedlak is employed on the vesting date. All or a portion may vest upon death, disability, a change of control or certain termination events.
Energizer Holdings, Inc. director Robert V. Vitale acquired 1,403 Phantom Stock Units on September 30, 2026, through the deferral of his annual retainer into the Energizer Stock Unit Fund of the company's Deferred Compensation Plan. The reported transaction price was $21.39 per unit. Each unit is economically equivalent to one common share and is payable in common shares when his Board service ends. His reported balance after the credit was 33,013 Phantom Stock Units.
ENERGIZER HOLDINGS, INC. (ENR) reported an insider equity transfer by its EVP and Chief Financial Officer, John J. Drabik. He made a bona fide gift of 5,000 shares of Energizer common stock as a charitable donation. Following this gift, he directly holds 84,946 shares of Energizer common stock.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 3,921,945.31 shares of ENERGIZER HOLDINGS, INC. common stock, representing 5.7% of the class as of June 30, 2026. FMR LLC reports sole dispositive power over 3,921,945.31 shares and sole voting power over 3,920,389 shares, with no shared voting or dispositive power.
Abigail P. Johnson is also listed as a reporting person with sole dispositive power over 3,921,945.31 shares, likewise representing 5.7% of the common stock, and no voting or shared dispositive power. One or more other persons have rights to receive dividends or sale proceeds from these securities, but no single such person holds more than five percent of the outstanding common stock. The filing identifies FMR LLC as a parent holding company acting through relevant subsidiaries referenced in Exhibit 99.
Energizer Holdings reported modestly higher revenue but much lower earnings for the quarter ended June 30, 2026. Net sales were $734.1 million versus $725.3 million a year earlier, while net earnings were $39.9 million (diluted EPS $0.58) compared with $153.5 million.
For the first nine months, net sales reached $2,156.3 million, but net earnings fell to $46.6 million from $204.1 million, reflecting the absence of prior-year production credit windfalls, $76.8 million of restructuring and related costs tied mainly to Project Momentum and U.S. manufacturing initiatives, and a $26.3 million non-cash loss on termination of the U.K. pension plan. Operating cash flow improved to $156.0 million, and long-term debt was $3,294.9 million.
The company recognized $36.5 million of U.S. production tax credits year-to-date and expects future annual credits of approximately $55 to $65 based on current regulations. Court rulings on IEEPA tariffs created an estimated $64 million refund; $64.1 million of related benefits were recorded in cost of goods sold.
Energizer Holdings reported modest sales growth but weaker profitability for the third fiscal quarter ended June 30, 2026. Net sales were $734.1 million, up 1.2% year over year, with organic Net sales up 2.7% and organic growth across both Batteries & Lights and Auto Care. Reported gross margin fell to 38.2% from 55.1% a year earlier, as the prior-year quarter included $112.4 million of Section 45X production credits; Adjusted Gross margin was 39.2% versus 44.8%.
Net earnings were $39.9 million, or $0.58 per diluted share, compared with $153.5 million, or $2.13 per share, in the prior-year quarter. Adjusted diluted EPS was $0.75 versus $0.85 a year ago excluding out-of-period production credits, and Adjusted EBITDA was $138.7 million versus $151.8 million on the same basis. For the nine months, free cash flow improved to $105.0 million from $16.5 million.
For fiscal 2026, Energizer now expects organic Net sales to be down low single digits and projects fourth-quarter Adjusted EPS of $1.25 to $1.35. Full-year Adjusted EPS and Adjusted EBITDA are expected at the low end of the original $3.30 to $3.60 and $580 to $610 million ranges.
Vanguard Capital Management LLC, together with specified affiliates, reports ownership of Energizer Holdings Inc. common stock on an amended Schedule 13G as of June 30, 2026. The group beneficially owns 3,234,174 shares, representing 4.72% of the outstanding common stock.
Vanguard Capital Management has sole voting power over 471,278 shares and sole dispositive power over all 3,234,174 shares, with no shared voting or dispositive power. The holdings include securities in Vanguard funds and managed accounts. Economic benefits from these securities accrue to underlying clients, and no single other person’s interest exceeds 5% of the class.
Aqua Capital, Ltd., together with related reporting persons, reported open-market purchases totaling 120,000 shares of Energizer Holdings, Inc. common stock on 23–24 July 2026 at prices ranging from $19.9800 to $21.2250 per share. The shares are owned directly by Aqua Capital, a wholly owned subsidiary of Durango Capital, Ltd., while Durango Capital, Fundacion Omerinta, Brinza International Corp., Fundacion Barniz and Alfredo Jose Diez Ramirez are reported as indirect beneficial owners. The reporting persons state they may be deemed part of a Section 13(d) group that collectively beneficially owned more than 10% of the common stock, but they expressly disclaim group membership and beneficial ownership beyond any pecuniary interest.
Aqua Capital, Ltd., together with related reporting persons, reported purchases of 120,000 shares of Energizer Holdings common stock on July 21–22, 2026. The six transactions, each for 20,000 shares, were executed at weighted‑average prices between $19.6689 and $20.9558 per share. The reporting persons state they may be deemed part of a Section 13(d) group that collectively beneficially owned more than 10% of the outstanding common stock and each disclaims beneficial ownership beyond its pecuniary interest.
Aqua Capital, Ltd., a reporting person related to Energizer Holdings, reported open-market purchases totaling 100000 shares of common stock on July 17 and July 20, 2026, in five 20000-share blocks. Footnotes state the underlying trade prices ranged from $19.8300 to $20.590 per share.
The shares are held directly by Aqua Capital, a wholly owned subsidiary of Durango Capital, while Fundacion Omerinta, Brinza International Corp., Fundacion Barniz and Alfredo Jose Diez Ramirez are described as indirect beneficial owners. The reporting persons state they may be deemed part of a Section 13(d) group that collectively beneficially owned more than 10% of the common stock, but each disclaims beneficial ownership except to any pecuniary interest, and the trades were not made under a Rule 10b5-1 trading plan.