Analysts’ Recent Ratings Updates for NRG Energy (NRG)

NRG Energy (NYSE: NRG) has recently received a number of price target changes and ratings updates:

• 3/18/2026 – NRG Energy is now covered by BNP Paribas Exane. They set an “outperform” rating and a $232.00 price target on the stock.
• 3/18/2026 – NRG Energy was upgraded by Wolfe Research from “peer perform” to “outperform”. They now have a $190.00 price target on the stock.
• 3/6/2026 – NRG Energy is now covered by The Goldman Sachs Group, Inc.. They set a “buy” rating and a $197.00 price target on the stock.
• 3/6/2026 – NRG Energy is now covered by The Goldman Sachs Group, Inc.. They set a “buy” rating and a $197.00 price target on the stock.
• 2/26/2026 – NRG Energy was downgraded by Weiss Ratings from “buy (b)” to “hold (c+)”.
• 2/25/2026 – NRG Energy is now covered by Evercore Inc. They set an “outperform” rating and a $215.00 price target on the stock.
• 2/23/2026 – NRG Energy had its “strong-buy” rating reaffirmed by Raymond James Financial, Inc.. They now have a $225.00 price target on the stock.
• 2/23/2026 – NRG Energy was upgraded by Zacks Research from “strong sell” to “hold”.
• 2/17/2026 – NRG Energy was given a new $153.00 price target by Morgan Stanley.
• 1/27/2026 – NRG Energy had its price target lowered by Jefferies Financial Group Inc. from $198.00 to $181.00. They now have a “buy” rating on the stock.
• 1/23/2026 – NRG Energy was downgraded by Zacks Research from “hold” to “strong sell”.
• 1/20/2026 – NRG Energy had its price target raised by Wells Fargo & Company from $202.00 to $206.00. They now have an “overweight” rating on the stock.

NRG Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd were issued a $0.475 dividend. This represents a $1.90 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Monday, February 2nd. This is a boost from NRG Energy’s previous quarterly dividend of $0.44. NRG Energy’s payout ratio is currently 48.22%.

Insider Activity

In other news, VP Brian Curci sold 60,580 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $161.71, for a total value of $9,796,391.80. Following the sale, the vice president directly owned 93,089 shares of the company’s stock, valued at approximately $15,053,422.19. This represents a 39.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert J. Gaudette sold 45,000 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $158.76, for a total transaction of $7,144,200.00. Following the completion of the sale, the vice president owned 63,920 shares of the company’s stock, valued at $10,147,939.20. This trade represents a 41.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 177,556 shares of company stock valued at $28,333,696 over the last three months. Corporate insiders own 0.61% of the company’s stock.

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.