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

Eversource Energy (NYSE:ES) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 4.570-4.720 for the period, compared to the consensus earnings per share estimate of 4.710. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research firms recently weighed in on ES. Bank of America restated a “buy” rating and set a $72.00 price target on shares of Eversource Energy in a report on Wednesday, April 22nd. JPMorgan Chase & Co. boosted their price target on shares of Eversource Energy from $72.00 to $75.00 and gave the stock an “underweight” rating in a report on Thursday, March 12th. BMO Capital Markets dropped their target price on shares of Eversource Energy from $79.00 to $75.00 and set a “market perform” rating on the stock in a research note on Monday, March 23rd. Seaport Research Partners cut shares of Eversource Energy from a “buy” rating to a “neutral” rating in a research note on Monday, April 20th. Finally, Mizuho dropped their target price on shares of Eversource Energy from $75.00 to $70.00 and set a “neutral” rating on the stock in a research note on Thursday, March 26th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $71.80.

Eversource Energy Stock Performance

ES traded down $1.51 during midday trading on Thursday, reaching $67.01. The company had a trading volume of 1,675,446 shares, compared to its average volume of 2,472,677. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.59 and a current ratio of 0.65. The stock has a market cap of $25.19 billion, a PE ratio of 14.69, a P/E/G ratio of 4.49 and a beta of 0.74. Eversource Energy has a 12-month low of $60.62 and a 12-month high of $76.41. The business has a 50-day moving average price of $70.59 and a two-hundred day moving average price of $70.01.

Eversource Energy (NYSE:ES) last released its earnings results on Wednesday, May 6th. The utilities provider reported $1.73 earnings per share for the quarter, beating analysts’ consensus estimates of $1.59 by $0.14. Eversource Energy had a net margin of 12.49% and a return on equity of 11.18%. The firm had revenue of $4.50 billion for the quarter, compared to analysts’ expectations of $4.21 billion. During the same period in the previous year, the company earned $1.50 earnings per share. The company’s quarterly revenue was up 9.4% on a year-over-year basis. Eversource Energy has set its FY 2026 guidance at 4.570-4.720 EPS. On average, sell-side analysts expect that Eversource Energy will post 4.72 earnings per share for the current fiscal year.

Eversource Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, May 18th will be given a $0.7875 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $3.15 annualized dividend and a dividend yield of 4.7%. Eversource Energy’s payout ratio is 68.93%.

Insider Activity

In other news, EVP John M. Moreira sold 7,800 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $73.90, for a total value of $576,420.00. Following the sale, the executive vice president owned 43,269 shares of the company’s stock, valued at $3,197,579.10. The trade was a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Cotton M. Cleveland sold 2,581 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $74.87, for a total transaction of $193,239.47. Following the completion of the sale, the insider directly owned 79,364 shares in the company, valued at approximately $5,941,982.68. This trade represents a 3.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 16,381 shares of company stock valued at $1,211,079 over the last quarter. Company insiders own 0.18% of the company’s stock.

Key Eversource Energy News

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

• Positive Sentiment: Eversource beat expectations in Q1 — EPS $1.73 vs. $1.59 consensus and revenue $4.50B vs. $4.21B, with revenue up ~9.4% year-over-year, showing solid top-line and EPS momentum. Eversource Energy (ES) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: The board declared a quarterly dividend of $0.7875 per share (annualized yield ~4.6%) with an ex-dividend date of May 18, supporting the stock’s income appeal for dividend-focused investors.
• Neutral Sentiment: Eversource updated FY‑2026 EPS guidance to $4.570–$4.720 (consensus ~4.71); the range roughly overlaps expectations but the midpoint is slightly below consensus, leaving investors cautious about near-term upside. Eversource Press Release / FY2026 Guidance
• Negative Sentiment: Management cut its annual profit forecast citing lower allowed rates set by regulators, a direct headwind to utility revenue/earnings growth and a likely reason for the stock’s pullback. Utility Eversource cuts annual profit forecast on lower rates
• Negative Sentiment: Analyst/market commentary flagged regulatory headwinds and an updated earnings outlook at the annual meeting, reinforcing concerns that rate decisions will pressure future profitability. Eversource Updates Earnings Outlook Amid Regulatory Headwinds

Institutional Trading of Eversource Energy

Several hedge funds and other institutional investors have recently modified their holdings of the business. Healthcare of Ontario Pension Plan Trust Fund increased its holdings in Eversource Energy by 1.0% during the 4th quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 14,831 shares of the utilities provider’s stock worth $999,000 after acquiring an additional 140 shares during the period. CIBC Private Wealth Group LLC increased its holdings in Eversource Energy by 1.1% during the 4th quarter. CIBC Private Wealth Group LLC now owns 14,483 shares of the utilities provider’s stock worth $975,000 after acquiring an additional 162 shares during the period. Parallel Advisors LLC increased its holdings in Eversource Energy by 4.9% during the 3rd quarter. Parallel Advisors LLC now owns 3,636 shares of the utilities provider’s stock worth $259,000 after acquiring an additional 169 shares during the period. Dorsey & Whitney Trust CO LLC increased its holdings in Eversource Energy by 4.7% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 4,198 shares of the utilities provider’s stock worth $283,000 after acquiring an additional 190 shares during the period. Finally, Johnson Financial Group Inc. increased its holdings in Eversource Energy by 73.5% during the 3rd quarter. Johnson Financial Group Inc. now owns 465 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 197 shares during the period. Institutional investors own 79.99% of the company’s stock.

Eversource Energy Company Profile

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.