NEOS Investment Management LLC Purchases 8,225 Shares of Evergy Inc. $EVRG

NEOS Investment Management LLC boosted its holdings in shares of Evergy Inc. (NASDAQ:EVRG) by 47.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,479 shares of the company’s stock after acquiring an additional 8,225 shares during the quarter. NEOS Investment Management LLC’s holdings in Evergy were worth $1,937,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Magellan Asset Management Ltd lifted its stake in shares of Evergy by 1,418.7% in the second quarter. Magellan Asset Management Ltd now owns 2,364,493 shares of the company’s stock worth $162,985,000 after acquiring an additional 2,208,799 shares during the period. Massachusetts Financial Services Co. MA increased its position in Evergy by 346.2% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,046,787 shares of the company’s stock valued at $155,597,000 after purchasing an additional 1,588,100 shares during the period. Assenagon Asset Management S.A. raised its holdings in Evergy by 969.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,329,424 shares of the company’s stock worth $101,063,000 after purchasing an additional 1,205,101 shares during the last quarter. Truist Financial Corp lifted its position in shares of Evergy by 169.2% in the 3rd quarter. Truist Financial Corp now owns 1,438,958 shares of the company’s stock worth $109,390,000 after purchasing an additional 904,400 shares during the period. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its stake in shares of Evergy by 44.4% in the 2nd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 2,470,917 shares of the company’s stock valued at $170,320,000 after purchasing an additional 760,301 shares during the last quarter. Institutional investors own 87.24% of the company’s stock.

Key Stories Impacting Evergy

Here are the key news stories impacting Evergy this week:

• Positive Sentiment: Evergy declared a quarterly dividend of $0.695 per share (annualized yield ~3.5%); record date is March 10 and payment March 20 — supports income investors and buy‑and‑hold demand. BusinessWire release
• Positive Sentiment: Wells Fargo raised its price target from $79 to $83 (maintaining an “equal weight” rating), signaling modest analyst support for upside vs. current levels. Benzinga
• Neutral Sentiment: Revenue beat year‑over‑year in Q4 even as EPS fell short — mixed operational signal: topline growth but margin/earnings pressure. Zacks: Revenues increase Y/Y
• Neutral Sentiment: Evergy unveiled a new five‑year capital spending plan (~$21.6 billion) to meet rising industrial/commercial demand — a long‑term growth push that implies higher near‑term capex and execution risk. Reuters
• Neutral Sentiment: Earnings materials and the full Q4 call transcript were posted (useful for detail on drivers and guidance execution). Earnings call transcript
• Neutral Sentiment: Short‑interest reports in the feed show zero/NaN changes — likely a data/reporting anomaly and not a meaningful short squeeze signal. (No actionable change evident.)
• Negative Sentiment: Q4 EPS missed consensus: $0.42 vs. $0.57 expected, a clear earnings shortfall that weighed on near‑term sentiment. Zacks: Lags Q4 estimates
• Negative Sentiment: FY‑2026 EPS guidance (range $4.14–$4.34) sits slightly below the Street consensus (~$4.28 midpoint), and Reuters flagged forecasts below estimates — a headwind for multiple near‑term valuation assumptions. Reuters

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on EVRG shares. Wall Street Zen upgraded shares of Evergy from a “sell” rating to a “hold” rating in a report on Saturday. Barclays lifted their price target on shares of Evergy from $80.00 to $82.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. BMO Capital Markets raised their target price on Evergy from $79.00 to $82.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $91.00 price target on shares of Evergy in a report on Friday, January 23rd. Finally, Citigroup lifted their price objective on shares of Evergy from $89.00 to $95.00 and gave the company a “buy” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $85.50.

Evergy Trading Up 0.9%

NASDAQ EVRG opened at $80.26 on Friday. The stock has a market capitalization of $18.48 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 3.15 and a beta of 0.66. The business’s fifty day moving average is $75.73 and its 200-day moving average is $75.06. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.49 and a quick ratio of 0.30. Evergy Inc. has a one year low of $61.94 and a one year high of $83.19.

Evergy (NASDAQ:EVRG) last posted its quarterly earnings data on Saturday, January 31st. The company reported $0.42 EPS for the quarter. Evergy had a return on equity of 8.79% and a net margin of 14.35%. Equities research analysts predict that Evergy Inc. will post 3.83 EPS for the current year.

Evergy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, March 10th will be paid a $0.695 dividend. This represents a $2.78 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date is Tuesday, March 10th. Evergy’s payout ratio is currently 76.16%.

Evergy Profile

Evergy, Inc is a regulated electric utility that generates, transmits and distributes electricity to residential, commercial and industrial customers primarily across Kansas and western Missouri. The company provides core utility services including retail electric delivery, grid operations, customer service and outage restoration, operating under state regulatory frameworks. Evergy serves a mix of urban and rural communities, including portions of the Kansas City metropolitan area and other population centers in its service territory.

The company’s business activities span power generation, system planning, transmission and distribution infrastructure, and customer-facing programs such as energy efficiency and demand-side management.