Clearway Energy (NYSE:CWEN) Issues Earnings Results

Clearway Energy (NYSE:CWEN) issued its quarterly earnings data on Monday. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.21) by ($0.68), FiscalAI reports. The firm had revenue of $310.00 million during the quarter, compared to analyst estimates of $334.42 million. Clearway Energy had a return on equity of 4.96% and a net margin of 20.07%.

Here are the key takeaways from Clearway Energy’s conference call:

• Reaffirmed guidance — management reiterated 2026 CAFD guidance of $470–$510M and long‑term targets including 2027 CAFD/share ≥ $2.70 and a 2030 CAFD/share range of $2.90–$3.10, supporting their stated growth trajectory.
• Strong 2025 execution — Clearway reported full‑year CAFD of $430M (above midpoint), added 1.3 GW of projects, and closed accretive third‑party acquisitions that helped deliver results at the top end of guidance.
• Portfolio value creation — more than 900 MW of repowerings (targeting >11% CAFD yields) plus ~2 GW of new hyperscaler PPAs signed in 2025 enhance contracted cash flows and extend asset lives.
• Funding strength and optionality — the company issued $600M of senior notes at attractive spreads, raised $100M of opportunistic equity, and says it can deploy at least $650M incremental capital for 2028–2030 while targeting a sub‑70% payout and a BB credit profile.
• Execution and resource risks — Q4 wind was below median and the 2030 targets rely on successful commercialization, interconnection and contracting of a large late‑stage pipeline, exposing outcomes to timing and resource variability.

Clearway Energy Stock Performance

Shares of CWEN opened at $40.00 on Tuesday. The business’s fifty day moving average price is $35.71 and its 200 day moving average price is $33.04. Clearway Energy has a 12-month low of $25.63 and a 12-month high of $41.51. The stock has a market capitalization of $8.15 billion, a PE ratio of 17.09, a price-to-earnings-growth ratio of 1.50 and a beta of 0.94. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.54 and a quick ratio of 1.44.

Clearway Energy Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be given a dividend of $0.4602 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $1.84 annualized dividend and a dividend yield of 4.6%. This is an increase from Clearway Energy’s previous quarterly dividend of $0.45. Clearway Energy’s dividend payout ratio is currently 77.35%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. UBS Group reaffirmed a “buy” rating and set a $39.00 target price on shares of Clearway Energy in a research report on Wednesday, December 10th. Canadian Imperial Bank of Commerce upgraded Clearway Energy from a “neutral” rating to a “sector outperform” rating and lifted their price objective for the stock from $37.00 to $38.00 in a report on Tuesday, December 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Clearway Energy in a research report on Wednesday, January 21st. Zacks Research cut Clearway Energy from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, February 3rd. Finally, Roth Mkm lifted their price target on shares of Clearway Energy from $39.00 to $40.00 and gave the stock a “buy” rating in a research note on Monday, November 24th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $37.71.

Institutional Trading of Clearway Energy

A number of institutional investors and hedge funds have recently modified their holdings of CWEN. Wellington Management Group LLP acquired a new position in shares of Clearway Energy in the 4th quarter valued at about $21,906,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Clearway Energy by 1.2% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 435,054 shares of the company’s stock worth $12,290,000 after acquiring an additional 5,142 shares during the last quarter. Victory Capital Management Inc. boosted its stake in Clearway Energy by 19.0% in the third quarter. Victory Capital Management Inc. now owns 327,638 shares of the company’s stock valued at $9,256,000 after acquiring an additional 52,338 shares during the period. Guggenheim Capital LLC boosted its stake in Clearway Energy by 19.8% in the fourth quarter. Guggenheim Capital LLC now owns 196,788 shares of the company’s stock valued at $6,545,000 after acquiring an additional 32,571 shares during the period. Finally, BROOKFIELD Corp ON grew its holdings in shares of Clearway Energy by 11.2% during the second quarter. BROOKFIELD Corp ON now owns 181,032 shares of the company’s stock valued at $5,793,000 after purchasing an additional 18,298 shares during the last quarter. 84.53% of the stock is owned by institutional investors and hedge funds.

About Clearway Energy

Clearway Energy Group (NYSE: CWEN) is a U.S.-based energy company specializing in the ownership, operation and development of clean and conventional power generation assets. The company’s portfolio spans utility-scale wind and solar farms, biogas and natural gas-fired thermal facilities, as well as distributed generation projects such as rooftop solar and energy storage. Clearway’s generation assets are largely underpinned by long-term power purchase agreements and service contracts with creditworthy counterparties, enabling stable, predictable cash flows.

Originally launched in 2013 as NRG Yield and rebranded to Clearway Energy in 2018 following a strategic sponsorship change, the business has grown into one of the largest independent renewable energy platforms in the United States.