SCHEDULE: Goldman Sachs Discloses 5.2% Stake in Energizer Holdings

Sentiment:

Beneficial Ownership Report


The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC reported a 5.2% beneficial ownership stake in Energizer Holdings, Inc. as of September 30, 2025.

Summary

  • The Goldman Sachs Group, Inc. and its subsidiary, Goldman Sachs & Co. LLC, reported beneficial ownership of 3,570,371.23 shares of Energizer Holdings, Inc. common stock.
  • This ownership represents 5.2% of the class of securities.
  • The filing was made under Rule 13d-1(b), indicating an institutional investor holding shares in the ordinary course of business without the purpose of changing or influencing control.
  • Goldman Sachs & Co. LLC, a broker-dealer and investment adviser, is the entity directly owning or deemed to beneficially own the securities, and it is a subsidiary of The Goldman Sachs Group, Inc.
  • The reporting persons have shared voting power over 482,154.23 shares and shared dispositive power over 482,256.23 shares.
  • No sole voting or sole dispositive power is held by the reporting persons.

Sentiment

Score: 5

Explanation: This is a neutral, factual disclosure of beneficial ownership by an institutional investor. It does not contain information that would inherently be positive or negative for the issuer's operational performance or financial health.

Positives

  • A significant institutional investor like Goldman Sachs holding a 5.2% stake may signal confidence in Energizer Holdings, Inc.
  • The investment is stated to be in the ordinary course of business, not for the purpose of changing or influencing control, suggesting a passive investment perspective.

Risks

  • The filing certifies that the securities were not acquired for the purpose of changing or influencing control of the issuer, which is a standard regulatory statement for a 13G filing and not a specific risk to Energizer Holdings, Inc.

Future Outlook

This filing does not provide any forward-looking statements or guidance regarding Energizer Holdings, Inc.'s future performance or strategic direction. It is solely a disclosure of beneficial ownership.

Management Comments

  • The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Industry Context

This filing reflects a routine disclosure by a major financial institution, The Goldman Sachs Group, Inc., and its subsidiary, Goldman Sachs & Co. LLC, regarding their passive investment in a publicly traded company. Such disclosures are common for institutional investors that cross the 5% beneficial ownership threshold, indicating their position in the market without necessarily implying active management or strategic involvement in the issuer's operations.

Comparison to Industry Standards

  • This filing is a standard Schedule 13G, which is a common regulatory disclosure for institutional investors. It does not provide performance data for Energizer Holdings, Inc. that would allow for a comparison to industry benchmarks or competitors such as Procter & Gamble (PG), Duracell (a Berkshire Hathaway company), or Spectrum Brands (SPB). The filing's purpose is to disclose ownership, not to assess operational or financial performance.

Management Changes

RolePrevious PersonNew PersonEffective DateReason
Attorney-in-factPapa Lette, Akash Keshari, Regina Chan, Andrzej Szyszka, Ameen Soetan, Rahail Patel, Santosh Vinayagamoorthy, Sadhiya Raffique, Matthew Pomfret, Abhishek Vishwanathan, Mariana Audeves, Veronica Mupazviriwo, Elizabeth Novak and Sam Prashanth (for GS Group)Sadhiya Raffique, Santosh Vinayagamoorthy, D Guru Prasad, Tobi Amusan, Akash Keshari, Papa Lette, Andrzej Szyszka, Rahail Patel, Taiki Misu, Regina Chan, Mariana Audeves Martinez, Asheesh Bajaj, Abhilasha Bareja, Veronica Mupazviriwo, Sam Prashanth, Ameen Soetan, Abhishek Vishwanathan, Elizabeth Novak and Matthew Pomfret (for GS Group and GS & Co. LLC)2025-07-16Supersedes previous Power of Attorney, updating the list of appointed attorneys-in-fact for SEC filings.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Joint Filing AgreementThe Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC entered into a joint filing agreement for this Schedule 13G, authorizing each party to file on behalf of the other.2025-10-08This is a procedural agreement for regulatory compliance, streamlining the filing process for related entities.
Power of Attorney UpdateBoth The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC updated their Powers of Attorney, appointing a new list of individuals as attorneys-in-fact for executing SEC filings.2025-07-16An internal governance update for Goldman Sachs to ensure proper authorization for regulatory filings, with no direct impact on Energizer Holdings, Inc.'s governance.

Stakeholder Impact

  • Shareholders of Energizer Holdings, Inc. may view the disclosure of a significant stake by a prominent institutional investor like Goldman Sachs as a positive signal, potentially increasing investor confidence.
  • The explicit statement that the investment is not for control may reassure existing management and employees regarding stability and current strategic direction.

Key Dates

DateDescription
2024-07-29Previous Power of Attorney for The Goldman Sachs Group, Inc. superseded.
2024-10-01Previous Power of Attorney for Goldman Sachs & Co. LLC superseded.
2025-07-16Effective date of the current Power of Attorney for both The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC.
2025-09-30Date of the event which required the filing of this statement (beneficial ownership threshold crossed).
2025-10-08Date the Schedule 13G was signed and filed.
2026-07-16Expiration date of the current Power of Attorney.

Keywords

Energizer Holdings, Goldman Sachs, Institutional Investment, Beneficial Ownership, Schedule 13G, Common Stock, Consumer Goods, Batteries, Personal Care

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