NRG Energy (NYSE:NRG) Releases FY 2026 Earnings Guidance

NRG Energy (NYSE:NRG) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 7.900-9.900 for the period, compared to the consensus estimate of 9.170. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Wells Fargo & Company increased their price target on NRG Energy from $203.00 to $209.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. UBS Group dropped their price objective on shares of NRG Energy from $221.00 to $216.00 and set a “buy” rating on the stock in a report on Tuesday, July 28th. Scotiabank raised their target price on NRG Energy from $223.00 to $226.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Weiss Ratings upgraded NRG Energy from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 17th. Finally, Williams Trading set a $184.00 price objective on NRG Energy in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four 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 price target of $201.79.

NRG Energy Stock Down 5.1%

Shares of NRG opened at $131.39 on Tuesday. NRG Energy has a 12-month low of $120.11 and a 12-month high of $189.96. The firm has a fifty day moving average price of $135.65 and a 200-day moving average price of $147.98. The firm has a market capitalization of $27.72 billion, a P/E ratio of 156.26 and a beta of 1.22. The company has a current ratio of 0.84, a quick ratio of 0.78 and a debt-to-equity ratio of 4.68.

NRG Energy (NYSE:NRG) last posted its earnings results on Tuesday, August 4th. The utilities provider reported $1.49 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.69 by ($0.20). NRG Energy had a net margin of 0.74% and a return on equity of 70.67%. The firm’s revenue was up 11.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.73 earnings per share. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. Equities research analysts expect that NRG Energy will post 9.7 earnings per share for the current year.

NRG Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Monday, August 3rd will be paid a $0.475 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.90 dividend on an annualized basis and a dividend yield of 1.4%. NRG Energy’s payout ratio is currently 223.53%.

Insider Buying and Selling at NRG Energy

In other NRG Energy news, VP Virginia Kinney sold 20,000 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $127.52, for a total value of $2,550,400.00. Following the completion of the sale, the vice president directly owned 45,111 shares in the company, valued at $5,752,554.72. This represents a 30.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is currently owned by corporate insiders.

Institutional Trading of NRG Energy

Institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in NRG Energy by 41.8% during the 4th quarter. Brighton Jones LLC now owns 5,187 shares of the utilities provider’s stock worth $468,000 after purchasing an additional 1,528 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new position in shares of NRG Energy in the 1st quarter valued at $323,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of NRG Energy by 7.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,257 shares of the utilities provider’s stock worth $1,934,000 after buying an additional 1,381 shares during the period. Woodline Partners LP lifted its position in NRG Energy by 40.7% during the 1st quarter. Woodline Partners LP now owns 17,114 shares of the utilities provider’s stock worth $1,634,000 after acquiring an additional 4,949 shares during the period. Finally, Marshall Wace LLP purchased a new position in NRG Energy in the 2nd quarter valued at $7,937,000. Institutional investors and hedge funds own 97.72% of the company’s stock.

About NRG Energy

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.