Eversource Energy (NYSE:ES) Releases FY 2026 Earnings Guidance

Eversource Energy (NYSE:ES) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.570-4.720 for the period, compared to the consensus EPS estimate of 4.650. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on ES. Citigroup reissued a “hold” rating and set a $81.00 target price on shares of Eversource Energy in a research note on Monday. Capital One Financial set a $73.00 price objective on shares of Eversource Energy in a report on Wednesday, July 1st. Bank of America reiterated a “buy” rating and set a $72.00 price objective on shares of Eversource Energy in a research report on Wednesday, April 22nd. Argus downgraded shares of Eversource Energy from a “buy” rating to a “hold” rating in a report on Friday, June 12th. Finally, Weiss Ratings upgraded shares of Eversource Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, July 10th. Four analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $72.58.

Eversource Energy Price Performance

Shares of NYSE:ES traded down $0.96 on Thursday, reaching $73.80. The company’s stock had a trading volume of 3,543,564 shares, compared to its average volume of 1,907,290. The company has a 50-day simple moving average of $71.80 and a 200 day simple moving average of $70.75. Eversource Energy has a 52-week low of $61.53 and a 52-week high of $76.57. The company has a debt-to-equity ratio of 1.62, a quick ratio of 0.59 and a current ratio of 0.65. The company has a market cap of $27.75 billion, a P/E ratio of 15.77, a PEG ratio of 5.51 and a beta of 0.70.

Eversource Energy (NYSE:ES) last announced its earnings results on Thursday, July 30th. The utilities provider reported $0.87 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.87. Eversource Energy had a net margin of 12.55% and a return on equity of 11.59%. The firm had revenue of $2.90 billion for the quarter, compared to analysts’ expectations of $2.99 billion. During the same period in the prior year, the company earned $0.96 EPS. The business’s revenue was up 2.3% compared to the same quarter last year. Eversource Energy has set its FY 2026 guidance at 4.570-4.720 EPS. As a group, equities research analysts anticipate that Eversource Energy will post 4.64 EPS for the current fiscal year.

Eversource Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, May 18th were given a dividend of $0.7875 per share. The ex-dividend date was Monday, May 18th. This represents a $3.15 dividend on an annualized basis and a yield of 4.3%. Eversource Energy’s dividend payout ratio is 67.31%.

Insider Activity at Eversource Energy

In other news, VP Gregory B. Butler sold 7,000 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $69.88, for a total transaction of $489,160.00. Following the transaction, the vice president owned 56,179 shares of the company’s stock, valued at approximately $3,925,788.52. The trade was a 11.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company insiders own 0.18% of the company’s stock.

Eversource Energy News Summary

Here are the key news stories impacting Eversource Energy this week:

• Positive Sentiment: Eversource reaffirmed its fiscal 2026 recurring EPS guidance of $4.57–$4.72, broadly consistent with the analyst consensus of about $4.65. Management’s ability to maintain its forecast may help limit downside concerns. Eversource Energy Reaffirms 2026 Guidance Despite Earnings Decline
• Neutral Sentiment: Second-quarter non-GAAP recurring earnings were $0.87 per share, in line with some reported consensus estimates but $0.01 below the Zacks estimate. Revenue increased 2.3% year over year to $2.90 billion, though it fell short of the $2.99 billion consensus. Eversource Energy Misses Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter, with 527 investors adding Eversource shares and 384 reducing their holdings. This suggests differing views on the utility’s earnings outlook.
• Negative Sentiment: GAAP earnings fell sharply to $53.7 million, or $0.14 per diluted share, from $352.7 million, or $0.96 per share, a year earlier. Results included a $111.4 million after-tax charge related to the Aquarion Water sale and a $164.0 million after-tax charge tied to increased offshore-wind contingent liabilities. Eversource Energy Reports Second Quarter 2026 Results
• Negative Sentiment: The earnings decline from $0.96 per share last year, the revenue shortfall, and continuing offshore-wind liability risk are likely weighing on sentiment. Reported insider activity also showed eight sales and no purchases over the past six months, although those transactions may not directly reflect current operating expectations.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. State Street Corp lifted its holdings in shares of Eversource Energy by 4.7% in the 4th quarter. State Street Corp now owns 28,013,053 shares of the utilities provider’s stock worth $1,886,119,000 after acquiring an additional 1,265,802 shares during the last quarter. Morgan Stanley grew its holdings in Eversource Energy by 4.2% during the 4th quarter. Morgan Stanley now owns 5,879,604 shares of the utilities provider’s stock valued at $395,874,000 after purchasing an additional 238,723 shares during the last quarter. Zimmer Partners LP lifted its stake in shares of Eversource Energy by 18.2% during the 4th quarter. Zimmer Partners LP now owns 3,843,997 shares of the utilities provider’s stock worth $258,816,000 after acquiring an additional 591,697 shares during the last quarter. Wellington Management Group LLP boosted its holdings in Eversource Energy by 28.2% during the 4th quarter. Wellington Management Group LLP now owns 3,241,896 shares of the utilities provider’s stock valued at $218,277,000 after acquiring an additional 712,508 shares during the period. Finally, Amundi grew its holdings in shares of Eversource Energy by 2.5% in the fourth quarter. Amundi now owns 2,380,030 shares of the utilities provider’s stock worth $160,247,000 after purchasing an additional 58,393 shares during the last quarter. Institutional investors own 79.99% of the company’s stock.

About Eversource Energy

Eversource Energy (NYSE: ES) is a publicly traded, regulated energy company headquartered in Hartford, Connecticut. The company’s core business is the delivery and transmission of electricity and natural gas to residential, commercial and industrial customers across parts of New England. Eversource operates transmission and distribution networks, maintains electrical infrastructure, responds to outages and storms, and manages natural gas pipeline and distribution systems in the regions it serves.

Eversource serves customers primarily in Connecticut, Massachusetts and New Hampshire, operating through locally regulated utility subsidiaries that administer customer service, billing, meter reading and localized operations.