Insider Sell: Linda Forry Sells Shares of Eversource Energy (ES)
Linda Forry, a Trustee at Eversource Energy (ES), sold 2,581 shares of the company on February 18, 2026, reducing her holdings to 11,506 shares. This transaction is part of a trend for Eversource Energy, which has seen 1 insider buy and 11 insider sells over the past year. With the stock trading at $73.06 and a GF Value of $66.29, it is considered modestly overvalued.
Eversource Under Pressure: What Its New Move Means for Your Power Bill
Eversource, a major utility in New England, is navigating significant changes that will impact millions of customers' power bills, reliability, and clean energy options. The company is seeking major rate adjustments, investing in grid upgrades, and shifting away from offshore wind projects amid customer complaints about rising costs. This article explains how these developments affect consumers, highlighting the tension between reliability, regulation, and affordability, and offers actionable advice for managing energy costs.
Full Transcript: American Water Works Co Q4 2025 Earnings Call
American Water Works Co (NYSE: AWK) reported strong Q4 2025 financial results, with adjusted EPS of $5.64, an 8.9% increase from 2024, and reaffirmed its 2026 guidance. The company highlighted over $3 billion invested in infrastructure, successful rate cases, and progress on its merger with Essential Utilities, expected to close by Q1 2027. Affordability and customer base expansion through acquisitions remain key strategic focuses.
30M power project aims to keep lights on for 6,000 in Berks County
FirstEnergy (NYSE:FE) is investing approximately $30 million in the Van Reed 69-kV Transmission Project in Berks County, Pennsylvania, to enhance grid reliability for over 6,000 customers. The project, which includes a new substation and four miles of high-voltage line, is part of FirstEnergy's broader $36 billion Energize365 grid modernization program. It aims to reduce outages, speed up restoration, and support economic growth in the region.
Readystate Asset Management LP Has $802,000 Stock Holdings in Hilton Grand Vacations Inc. $HGV
Readystate Asset Management LP significantly reduced its stake in Hilton Grand Vacations Inc. (HGV) by 56.4% in the third quarter, selling 24,854 shares and now holding 19,181 shares valued at $802,000. Despite this, institutional investors collectively own 97.23% of HGV, with several funds either increasing or initiating new positions. Analysts currently rate HGV as a "Hold" with an average target price of $52.88, while the stock opened at $48.60 with a market cap of $4.16 billion.
Eversource Energy EPS Rebound Tests Bearish Narratives On Profitability Sustainability
Eversource Energy (ES) reported strong Q4 2025 results with significant EPS growth and improved net profit margins, challenging bearish views on its profitability. While the company faces concerns regarding weak interest coverage and dividend coverage in light of a large capital plan, bulls highlight the recent margin improvements and expected future growth driven by infrastructure spending. Despite trading at a P/E discount with a DCF fair value significantly higher than its current share price, financial risks keep the P/E below industry averages.
Profits increase at CT’s largest utility amid electric bill sticker shock. See what is now planned.
Eversource Energy, Connecticut's largest utility, reported higher profits in 2025 compared to the previous year, despite facing criticism over high electric rates within the state. The company plans to invest $26.5 billion between 2026-2030 to modernize the electric grid, a 10% increase from its previous investment plan. This comes as Connecticut continues to have some of the highest electric rates in the nation.
New England’s largest utility company reveals massive 2025 profits. Read the earnings report
Eversource, New England's largest utility company, reported a significant increase in profits for 2025, more than doubling its earnings to $1.69 billion amid criticism over rising utility bills. Despite facing scrutiny from consumers and lawmakers, the company announced plans to boost spending on electric-grid modernization over the next five years, focusing on reliability, long-term investments, and affordability. Eversource serves approximately four million customers across Massachusetts, New Hampshire, and Connecticut.
Eversource Under Pressure: What Your Power Bill Isn’t Telling You
Eversource, a major utility in the US Northeast, faces challenges from rising costs, customer anger, and regulatory scrutiny. The article details how these pressures impact customer bills, grid reliability, and the clean energy transition, advising customers on managing their utility experience. It highlights that while bills are likely to increase long-term, reliability and clean energy options should improve.
After year of skyrocketing utility bills, Eversource reports skyrocketing profits
Eversource reported significant profit increases in 2025, reaching $1.69 billion, more than double its 2024 earnings. While the company attributes some of this jump to the absence of one-time losses from offshore wind projects in 2024, critics point to rising gas and electric rates and a state program incentivizing gas infrastructure spending as key drivers. State lawmakers are being urged to reform the Gas System Enhancement Plan (GSEP) to control utility costs amid surging customer bills.
After year of skyrocketing utility bills, Eversource reports skyrocketing profits
Eversource, New England's largest utility, reported $1.69 billion in profits for 2025, more than double the $812 million from 2024, following a year of increased utility bills. While the company attributes the significant year-over-year increase partly to the absence of large one-time losses from offshore wind project sales in 2024, critics point to rising gas and electric rates and the Gas System Enhancement Plan (GSEP) as major contributors to the surging profits at customers' expense. State lawmakers are being urged to take action on GSEP due to concerns about incentives for utility companies to overspend on infrastructure, despite the state's goal to phase out natural gas.
Wells Fargo Upgrades Eversource Energy(ES.US) to Buy Rating, Raises Target Price to $78
Wells Fargo analyst Shahriar Pourreza has upgraded Eversource Energy (ES.US) to a "buy" rating, increasing the target price from $71 to $78. Pourreza has a track record with a 69.1% success rate and an average return of 9.1% over the past year, according to TipRanks data. This information is intended for educational purposes and does not constitute investment advice.
Proposed Eversource Line Rebuild Gets Renewed Attention
Eversource Energy's proposed X-178 transmission line rebuild in northern New Hampshire is receiving renewed attention due to a new application, a town's intervention, and a bill seeking a certification process for such projects. Residents and consumer advocates are concerned about the project's necessity, its $100 million cost to ratepayers, and potential impacts on aesthetics, property values, and wetlands, advocating for greater scrutiny of asset condition projects not currently reviewed for need. Eversource argues the bill would cause delays, increased costs, and decreased reliability.
Wells Fargo Upgrades Eversource Energy (ES)
Wells Fargo has upgraded Eversource Energy (ES) from Equal-Weight to Overweight on February 17, 2026. This upgrade is accompanied by an average one-year price target of $74.47/share, suggesting a 1.51% upside from its latest closing price. Institutional ownership data indicates a slight decrease in total shares by institutions, though individual funds like Vanguard and Geode Capital Management remain significant holders.
Wells Fargo upgrades Eversource Energy stock rating on regulatory improvements
Wells Fargo has upgraded Eversource Energy (NYSE:ES) from Equal Weight to Overweight and increased its price target to $78 from $71. This upgrade is driven by improving regulatory conditions for the utility company, particularly in Connecticut, and the clearing of recent equity disclosure issues. The firm also anticipates the completion of the Aquarion sale and expects revenue wind and storm costs to resolve soon, potentially reducing equity dilution and boosting future growth.
Eversource (ES) Upgraded by Wells Fargo With Increased Price Tar
Wells Fargo has upgraded Eversource (ES) to an Overweight rating from Equal Weight, raising its price target to $78 from $71, citing undervaluation and favorable developments. The energy delivery company, operating in the Northeast US, shows potential for improved valuation despite some financial challenges. While its financial health rating is poor due to high debt and liquidity issues, institutional ownership is robust, and Wells Fargo anticipates a more optimistic scenario unfolding.
Wells Fargo upgrades Eversource Energy stock rating on regulatory improvements
Wells Fargo has upgraded Eversource Energy (NYSE:ES) to Overweight from Equal Weight, raising its price target to $78 due to improving regulatory conditions in Connecticut. The upgrade comes as the stock approaches its 52-week high, with attractive valuation multiples and a consistent dividend history. The firm anticipates clearer revenue, reduced wind and storm costs, and a high likelihood of the Aquarion deal completion, which could lessen equity dilution and boost future growth.
Shelton grand list jumps $2B as Lauretti warns some residents will 'flip out' over assessment hikes
Shelton's grand list saw a significant rebound, increasing by nearly $2 billion between 2024 and 2025, primarily due to a 34% jump in real estate values attributed to a recent revaluation and continued development. Mayor Mark Lauretti expects this growth to lead to a substantial mill rate reduction, though he anticipates some residents will be upset by their higher property assessments. The city's top taxpayers remain led by developer Robert Scinto.
Moody's (MCO) Reports Q4: Everything You Need To Know Ahead Of Earnings
Moody's (MCO) is set to announce its Q4 earnings results, with analysts expecting an 11.2% year-on-year revenue growth to $1.86 billion and adjusted earnings of $3.44 per share. The company beat revenue expectations last quarter, and its peers like Morningstar and Nasdaq have reported varied Q4 results, indicating a mixed environment within the financial exchanges & data segment. Despite some strong performances, the sector has generally underperformed, with Moody's stock down 18.2% in the last month.
Eversource Energy's (NYSE:ES) Shareholders Will Receive A Bigger Dividend Than Last Year
Eversource Energy (NYSE: ES) is increasing its dividend to $0.7875 per share, resulting in an annual payment of 4.3% of the current stock price. While the company's past dividend growth has been reliable, its ability to cover payments with free cash flow is limited, and earnings per share growth has been modest. Despite a projected sustainable payout ratio next year, the article suggests it might not be a strong income stock due to cash flow concerns and potentially constrained future dividend growth.
UBS Maintains Neutral on ES Eversource Energy Feb 16 2026, PT $80
UBS has reiterated its Neutral rating on Eversource Energy (ES) but raised its price target from $75 to $80 on February 16, 2026. This adjustment reflects modest optimism following Eversource's Q4 2025 results and a $26.5 billion capital plan aimed at 5-7% EPS growth through 2028. The maintained Neutral rating suggests UBS sees balanced upside and downside potential for the utility, advising investors to assess their position size based on income needs and regulatory risks.
Balanced View on Eversource Energy: Discounted Valuation Offset by Near-Term Earnings and Regulatory Risks Supporting a Hold Rating
UBS analyst William Appicelli has maintained a Hold rating on Eversource Energy (ES) stock, citing a balanced view. While the stock trades at a discount to peers on 2028 earnings, near-term earnings growth until 2028 is expected to be below the company's 5-7% target, and regulatory decisions in Connecticut pose uncertainties. Appicelli increased his price target reflecting refined EPS estimates and a higher sector valuation, concluding the shares are reasonably valued given these factors.
New 765-kV power lines could serve 2M homes near Columbus
FirstEnergy Transmission and Transource Energy have received approval from the PJM Board to jointly develop a major electric transmission project in central Ohio. This project will include over 300 miles of new 765-kV lines and substation upgrades, aiming to enhance reliability, support growing demand in the Columbus region, and attract new industry. The collaboration, through Grid Growth Ventures LLC, is designed to reduce land use and deliver cost-effective solutions for the region's increasing power needs.
Eversource Energy Announces 2025 Financial Results and 2026 Outlook
Eversource Energy reported strong financial results for full-year 2025, with net income of $1.69 billion and adjusted recurring earnings of $1.77 billion. The company also provided a 2026 earnings outlook of $4.80 to $4.95 per share, with projected annual growth of 5-7% through 2030, and announced a $26.5 billion capital plan for 2026-2030 focused on infrastructure improvements and clean energy goals. These results reflect solid operations, improved cash flow, and strategic balance sheet strengthening.
Caprock Group LLC Invests $1.51 Million in Eversource Energy $ES
Caprock Group LLC has acquired a new stake in Eversource Energy (NYSE:ES) by purchasing 21,245 shares valued at approximately $1.51 million in the third quarter. This investment comes as other institutional investors have also adjusted their positions in the utilities provider. Eversource Energy recently reported strong Q4 earnings and full-year 2025 results, alongside a significant US$26.5 billion capital plan aimed at long-term growth, despite some analyst caution regarding its 2026 EPS guidance.
ABN Amro Investment Solutions Trims Stock Holdings in Eversource Energy $ES
ABN Amro Investment Solutions reduced its stake in Eversource Energy by 26.8% in Q3 2025, now holding 191,592 shares worth $13.63 million, despite other institutions increasing their holdings. Eversource Energy reported strong Q4 results, beating EPS and revenue estimates, and raised its quarterly dividend, but its FY2026 guidance is slightly below consensus, leading analysts to a "Reduce" rating. The company's stock performance shows a market cap of $27.53 billion and a P/E ratio of 16.05, with institutional ownership at 79.99%.
Analysts Offer Insights on Utilities Companies: Entergy (ETR) and PG&E (PCG)
Two analysts have issued bullish sentiments on Utilities sector companies Entergy (ETR) and PG&E (PCG). Scotiabank maintained a Buy rating on Entergy with a $114.00 price target, while Wells Fargo maintained a Buy rating on PG&E with a $24.00 price target, both indicating potential upside from their current stock prices.
Why Eversource Energy (ES) Is Up 8.9% After 2025 Beat, 2026 Guidance And $26.5B Capex Plan
Eversource Energy (ES) saw its stock rise 8.9% after reporting strong fourth-quarter and full-year 2025 results, with sales of US$3.37 billion and US$13.55 billion respectively. The company also provided 2026 EPS guidance of US$4.80–US$4.95 and announced a US$26.5 billion capital plan for 2026–2030, focused on grid and infrastructure investments. While this plan reinforces regulated growth, investors are cautioned about potential risks related to regulatory decisions in Connecticut and storm cost recovery.
Eversource Energy (NYSE:ES) Q4 2025 Earnings Call Transcript
Eversource Energy reported strong Q4 and full-year 2025 results, with non-GAAP earnings per share of $4.76 and a dividend increase. The company highlighted operational excellence, significant capital investments of over $4 billion, and progress on grid modernization and clean energy initiatives. Eversource also discussed its updated five-year capital plan of $26.5 billion, balancing affordability and reliability for customers, and provided 2026 EPS guidance of $4.80 to $4.95, expecting stronger growth from 2027 onwards due to improved regulatory outcomes and strategic initiatives.
Eversource Energy (ES) Shares Climb Following 2025 Earnings Beat and New Long-Term Growth Targets
Shares of Eversource Energy (ES) rose over 4% after the company reported full-year 2025 results that surpassed its updated guidance and introduced a long-term earnings growth target through 2030. The utility provider, New England's largest energy delivery system, saw strong operational performance across its regulated business segments. The company also provided 2026 guidance and discussed strategic initiatives like the ongoing sale of its Aquarion water business.
Eversource Energy (ES) Shares Climb Following 2025 Earnings Beat and New Long-Term Growth Targets
Eversource Energy (ES) saw its shares climb after reporting full-year 2025 earnings that surpassed guidance, driven by rate base growth and the completion of a strategic derisking phase. The company also announced a bullish 2026 outlook and a long-term EPS growth target of 5% to 7% through 2030, reinforcing investor confidence. Despite market headwinds and regulatory challenges, Eversource's focus on regulated utility operations and infrastructure modernization positions it for continued stability.
Eversource Smart Meters Coming Soon to Lexington
Eversource will begin exchanging electric meters in Lexington with new smart meters in the coming months. These smart meters are digital devices that transmit near real-time energy usage data to Eversource's systems, allowing customers to monitor and manage their energy consumption through an online account or mobile app. Customers will receive multiple notifications before installation, which typically involves a brief power outage of five minutes or less.
Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Eversource Energy reported strong Q4 2025 results, with adjusted earnings of $1.12 per share, surpassing estimates and increasing 10.9% year-over-year. Although total revenues of $3.37 billion slightly missed consensus, they still grew by 13.4% from the prior year. The company provided optimistic 2026 guidance and expects long-term EPS growth between 5% and 7% through 2030.
West Virginia plans new gas plant, solar farms for 500,000 homes
Mon Power and Potomac Edison, subsidiaries of FirstEnergy (NYSE: FE), have selected a 35-acre site in Maidsville, West Virginia for a new 1,200-megawatt natural gas power plant. This plant is expected to power approximately half a million homes and, if approved by 2027, could be online by late 2031. The companies are also seeking approval for 70 megawatts of new solar generation on reclaimed lands, complementing 30 megawatts already built since 2024, as part of an Integrated Resource Plan to enhance reliability and affordability.
ADDING and REPLACING Eversource Energy Reports Full-Year & Fourth Quarter 2025 Results
Eversource Energy reported strong full-year 2025 earnings of $4.56 per share, up significantly from $2.27 per share in 2024, and surpassed its updated non-GAAP recurring earnings guidance. The company also announced a new five-year, $26.5 billion investment plan, an increase over previous plans, and projects 2026 earnings between $4.80 and $4.95 per share, with long-term EPS growth of 5-7% through 2030. These results highlight solid operational and financial performance, strategic balance sheet strengthening, and progress in regulatory relations.
Revolution Wind nears 'first power,' but Eversource not off the hook yet
The Revolution Wind offshore project is nearing its "first power" milestone. Although Eversource sold its stake in the 704-megawatt project, the company remains financially liable until the project reaches full commercial operation.
Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Eversource Energy reported strong fourth-quarter 2025 financial results, with adjusted earnings of $1.12 per share, surpassing analyst estimates by 1.82%. Total revenues for the quarter reached $3.37 billion, a 13.4% increase year-over-year. The company provided a 2026 earnings forecast ranging from $4.80 to $4.95 per share and anticipates long-term EPS growth of 5% to 7% through 2030, with significant capital investments planned.
Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Eversource Energy (ES) reported fourth-quarter 2025 adjusted earnings of $1.12 per share, surpassing the Zacks Consensus Estimate and increasing 10.9% year-over-year. Although total revenues of $3.37 billion lagged estimates, they still rose 13.4% from the prior-year period. The company provided guidance for 2026 earnings and long-term EPS growth through 2030, alongside significant capital investment and dividend distribution plans.
Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Eversource Energy (ES) surpassed Q4 2025 earnings estimates with $1.12 per share, up 10.9% year-over-year, though revenues of $3.37 billion slightly missed consensus while rising 13.4% from the prior year. The company provided 2026 earnings guidance between $4.80-$4.95 per share and projected a long-term EPS growth rate of 5-7% through 2030, with significant capital investments and dividend distributions planned.
Eversource outlines $26.5B capital plan and targets 5–7% EPS growth through 2028 as regulatory clarity improves
Eversource Energy has announced a substantial $26.5 billion capital investment plan for 2024-2028, aiming to drive 5-7% annual earnings per share growth. The plan is supported by improving regulatory clarity and focuses on investments in electric, gas, and water infrastructure, with a significant allocation towards electric transmission and distribution. The company is confident in its ability to fund the plan through a combination of debt and equity.
Mon Power and Potomac Edison Select Maidsville, West Virginia, Site for New Natural Gas Power Plant
Mon Power and Potomac Edison, subsidiaries of FirstEnergy Corp., have selected a 35-acre site in Maidsville, West Virginia, for a new 1,200-megawatt natural gas power plant. This plant is a key part of their Integrated Resource Plan, aiming to provide reliable and affordable power to West Virginia customers, generating enough energy for about half a million homes. The plan also includes adding 70 megawatts of new solar generation on brownfield and former industrial sites to diversify their energy portfolio.
Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Eversource Energy reported strong fourth-quarter 2025 adjusted earnings of $1.12 per share, surpassing analyst estimates and showing a significant year-over-year increase. Despite revenues slightly missing the consensus, they still rose 13.4% from the prior year. The company provided optimistic guidance for 2026 and long-term EPS growth, supported by substantial planned capital investments and dividend distributions.
A Look At Eversource Energy (ES) Valuation After Earnings Beat And 2026 Growth Guidance
Eversource Energy (ES) reported strong Q4 earnings, surpassing analyst expectations, and provided encouraging 2026 growth guidance. The company's shares are up 17.90% over the past year and are considered slightly undervalued at $70.32, compared to a fair value of $73.33. This valuation is supported by anticipated regulated capital expenditures and a reaffirmed long-term EPS growth outlook of 5% to 7%.
LSV Asset Management Has $111.45 Million Position in Eversource Energy $ES
LSV Asset Management significantly increased its stake in Eversource Energy (NYSE:ES) by 331.5% in the third quarter, holding over 1.5 million shares valued at $111.45 million. Other institutional investors have also adjusted their positions in the utility provider. Despite some positive Q4 earnings results and an optimistic long-term outlook, analysts have given Eversource Energy a "Reduce" consensus rating due to its FY2026 guidance being slightly below Street expectations.
Illinois Municipal Retirement Fund Boosts Position in Eversource Energy $ES
The Illinois Municipal Retirement Fund significantly increased its stake in Eversource Energy (NYSE:ES) by 119% in Q3, now holding 139,522 shares valued at approximately $9.93 million. This comes as Eversource Energy reported strong Q4 results, beating EPS and revenue estimates, and raised its quarterly dividend to $0.7875, equating to a 4.5% yield. Despite positive operational tailwinds and growth potential, the company's FY-2026 EPS guidance fell slightly below Street consensus, leading to a consensus "Reduce" rating from analysts.
Eversource Energy (NYSE:ES) Given Consensus Recommendation of "Reduce" by Brokerages
Eversource Energy (NYSE:ES) has received a consensus "Reduce" recommendation from 11 brokerages, with an average target price of $71.50. Despite analysts' cautious outlook, the company recently reported strong quarterly earnings, beating estimates for both EPS and revenue, and announced an increased quarterly dividend which offers a 4.5% yield. Institutional investors have also shown increased interest in the utilities provider, growing their positions in the company.
Analysis of Short Selling in Utilities Sector
Hawaiian Electric Industries (HE) and Otter Tail (OTTR) exhibit the highest short interests in the utilities sector, indicating significant bearish sentiment. This contrasts with Brookfield Infrastructure Partners (BIP) and Eversource Energy (ES), which show low short interests and relative stability. Wall Street analysts have issued "Sell" ratings for Hawaiian Electric, diverging from Seeking Alpha's "Hold" rating, and highlight legislative and pricing concerns as key risks.
Eversource Energy (ES) Beats Q4 Earnings Estimates
Eversource Energy (ES) reported Q4 earnings of $1.12 per share, surpassing the Zacks Consensus Estimate of $1.1 per share, marking a 1.63% surprise. This is an increase from $1.01 per share in the prior year. Despite beating earnings expectations, the company's Q4 revenues of $3.37 billion missed the Zacks Consensus Estimate by 1.28%.
EVERSOURCE ENERGY ($ES) Releases Q4 2025 Earnings
EVERSOURCE ENERGY ($ES) announced its Q4 2025 earnings, reporting $1.12 per share, which missed estimates by $0.03, but beat revenue estimates with $3.37 billion. The article also details recent insider trading activity, with more sales than purchases, significant hedge fund movements, government contracts totaling over $4 million, and a recent congressional stock sale. Analyst ratings are mixed, with a median price target of $71.0 from nine analysts.
Earnings Flash (ES) Eversource Energy Reports Q4 Revenue $3.37B, vs. FactSet Est of $2.71B
Eversource Energy reported strong Q4 revenue of $3.37 billion, significantly surpassing FactSet's estimate of $2.71 billion. This news follows a recent increase in their quarterly dividend to $0.7875 per share. The company's stock has seen various price target adjustments from analysts, with a current average target price of $73.00.
