Eversource Energy

Report azionario NYSE:ES

Capitalizzazione di mercato: US$26.3b

Eversource Energy Gestione

Criteri Gestione verificati 4/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Joe Nolan

Amministratore delegato

US$15.0m

Compenso totale

Percentuale dello stipendio del CEO9.56%
Mandato del CEO5yrs
Proprietà del CEO0.007%
Durata media del management5yrs
Durata media del Consiglio di amministrazione6.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 03

ES: Earnings Outlook And Margins Will Likely Support Fair Value Stability

Analysts have slightly reduced their price target for Eversource Energy to $72.58, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Eversource Energy issued earnings guidance for the full year 2026, indicating an expected earnings range of $4.80 to $4.95 per share (Key Developments).
Aggiornamento della narrazione Apr 19

ES: 2026 Earnings Guidance And Dividend Will Support A Higher Multiple

Analysts have slightly trimmed their price target on Eversource Energy to reflect updated views on fair value of about $86.11 versus $85.95, modestly lower forecast revenue growth and profit margins, and a revised future P/E assumption of roughly 19.23 versus 19.56. What's in the News Eversource Energy issued earnings guidance for full year 2026, targeting earnings in a range of $4.80 to $4.95 per share, providing a clearer view of management’s expectations for that period (Key Developments).
Aggiornamento della narrazione Apr 05

ES: Earnings Outlook And Dividend Policy Will Likely Support Fair Value Stability

Analysts have trimmed their price target on Eversource Energy to about $73 from roughly $75. This reflects updated assumptions around slightly higher expected revenue growth, a modestly lower profit margin, a small change in the discount rate, and a slightly lower future P/E multiple.
Seeking Alpha Mar 23

Eversource Energy: Double-Digit Annual Return Potential During The Next 5 Years

Summary Eversource Energy is rated a Buy, offering a 4.7% yield and compelling valuation after divesting non-core assets. ES expects sustainable 5.5% annual EPS and dividend growth supported by $26.5B in regulated infrastructure investments through 2030. Valuation models indicate ES trades at a 20–25% discount to fair value, with projected 14–16% annual total returns over five years. Risks include prolonged Middle East conflict, economic slowdown, and potential overpayment for acquisitions, but ES’s focus on core utilities and strong regulatory relationships mitigate concerns. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 21

ES: Steady Dividend And 2026 Earnings Guidance Will Support Fairly Valued Shares

Analysts have lifted their price target on Eversource Energy, with updated assumptions that include a fair value estimate of $61.18 and a forward P/E of 15.17x. This compares with the prior $59.60 fair value and 14.39x forward P/E and reflects revised views on discount rate, revenue growth and profit margin.
Aggiornamento della narrazione Mar 07

ES: Earnings Outlook And Dividend Policy Will Likely Support Fair Value Stability

Analysts now set their price target for Eversource Energy at about $75.38, up slightly from roughly $74.92, reflecting modest adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Eversource Energy issued earnings guidance for the full year 2026, with expected earnings in a range of $4.80 to $4.95 per share (company guidance).
Aggiornamento della narrazione Feb 21

ES: Earnings Guidance And Dividend Policy Will Likely Support Stable Outlook

Analysts have raised their price target on Eversource Energy to about $74.92 from roughly $73.33, citing updated assumptions around fair value, discount rate, expected revenue growth, profit margins, and future P/E multiples. What's in the News Eversource Energy issued earnings guidance for full year 2026, with expected earnings between $4.80 and $4.95 per share (company guidance).
Articolo di analisi Feb 16

Eversource Energy's (NYSE:ES) Shareholders Will Receive A Bigger Dividend Than Last Year

Eversource Energy ( NYSE:ES ) will increase its dividend from last year's comparable payment on the 31st of March to...
Aggiornamento della narrazione Feb 07

ES: Dividend Commitment Will Mask Mounting Risk From Lower Future P/E

Analysts have trimmed their fair value estimate for Eversource Energy slightly to about US$59.60 from US$60, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News The Board of Trustees approved a quarterly dividend of $0.7875 per share, payable on March 31, 2026, to shareholders of record on March 5, 2026 (Key Developments).
Aggiornamento della narrazione Jan 24

ES: Earnings Profile And Board Changes Will Likely Support Stable Outlook

Analysts have increased their price target on Eversource Energy to about US$73.33 from roughly US$72.93. They cite slightly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E as key drivers of the update.
Aggiornamento della narrazione Jan 09

ES: Reaffirmed 2025 EPS Guidance Will Support A Higher Future Earnings Multiple

Analysts have trimmed their price target on Eversource Energy by about $0.89, reflecting slightly higher discount rate assumptions, a modest adjustment to projected revenue growth, and a small tweak to expected profit margin and future P/E levels. What's in the News Eversource Energy has scheduled a board meeting for December 3, 2025, with an agenda that includes considering the election of Warren Robert Mudge as a Trustee (Board Meeting).
Aggiornamento della narrazione Dec 26

ES: Higher Earnings Outlook Will Mask Mounting Risk From Richer Multiples

Analysts have raised their price target on Eversource Energy from 50.51 dollars to 60.00 dollars, citing higher expected valuation multiples even as they moderate long term assumptions for revenue growth and profit margins. What's in the News Eversource Energy has scheduled a board meeting for December 3, 2025, with an agenda that includes considering the election of Warren Robert Mudge as a trustee (company filing).
Aggiornamento della narrazione Dec 11

ES: Earnings Outlook And Multiples Will Likely Support A Stable Profile

Analysts have raised their price target on Eversource Energy by approximately 0.3 percent to about 73 dollars, citing a slightly lower discount rate and modestly higher long term valuation multiples that support a marginally higher fair value estimate. What's in the News Eversource Energy has scheduled a board meeting for December 3, 2025, with an agenda that includes considering the election of Warren Robert Mudge as a Trustee (company filings).
Aggiornamento della narrazione Nov 27

ES: Earnings Guidance And Updated Estimates Will Likely Support Stable Outlook

Analysts have revised their price target for Eversource Energy downward to $72.73 from $75.60, based on modest changes in revenue growth projections, discount rates, and profit margin expectations. What's in the News Eversource Energy reaffirmed its earnings guidance for the year ending December 31, 2025 (Key Developments).
Aggiornamento della narrazione Nov 13

ES: Recurring Earnings Guidance And Estimates Signal Steady Performance Ahead

Analysts have raised their price target for Eversource Energy by $1 to $75.60, citing improved revenue growth expectations and a modest uptick in projected fair value. What's in the News Eversource Energy reaffirmed earnings guidance for the year ending December 31, 2025, and is maintaining an expected compound annual EPS growth rate of 5% to 7% from a 2024 base of $4.57 per share (Key Developments).
Aggiornamento della narrazione Oct 30

ES: Profitability And Margin Improvements Will Support Steady EPS Growth Through 2029

The analyst price target for Eversource Energy has been revised upward by approximately $2.90, increasing from $71.69 to $74.60, as analysts cite improvements in projected fair value and profit margins. What's in the News Eversource Energy reaffirmed earnings guidance for 2025, expecting EPS guidance in the range of $4.67 to $4.82 per share (Key Developments) The company maintains its long-term EPS growth projection of 5% to 7% through 2029 (Key Developments) Valuation Changes Fair Value has increased from $71.69 to $74.60, reflecting an improved valuation outlook.
Aggiornamento della narrazione Oct 15

Advanced Grid Modernization And Legislative Support Will Deliver Sustainable Demand

Eversource Energy's analyst price target has risen slightly from $70.77 to $71.69, as analysts cite incremental improvements in revenue growth and a modest increase in profitability outlook. What's in the News Eversource Energy reaffirmed its earnings guidance for 2025, maintaining an expected EPS range of $4.67 to $4.82 per share (Key Developments).
Aggiornamento della narrazione Sep 21

Advanced Grid Modernization And Legislative Support Will Deliver Sustainable Demand

Despite a notable decline in consensus revenue growth forecasts and a modest increase in future P/E, Eversource Energy’s fair value estimate has edged up slightly from $69.71 to $70.77. What's in the News Eversource Energy reaffirmed 2025 EPS guidance of $4.67 to $4.82 per share and a long-term EPS growth target of 5% to 7% through 2029.
Aggiornamento della narrazione Aug 27

Advanced Grid Modernization And Legislative Support Will Deliver Sustainable Demand

Eversource Energy's consensus price target was revised down from $71.46 to $69.71, primarily due to a slight decrease in its future P/E multiple. What's in the News Eversource Energy reaffirmed 2025 EPS guidance of $4.67 to $4.82 per share, with a long-term EPS growth projection of 5% to 7% through 2029.
Articolo di analisi Aug 11

Eversource Energy's (NYSE:ES) Performance Is Even Better Than Its Earnings Suggest

NYSE:ES 1 Year Share Price vs Fair Value Explore Eversource Energy's Fair Values from the Community and select yours...
Articolo di analisi Jul 19

Eversource Energy (NYSE:ES) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Eversource Energy fair value estimate is US$90.70 Eversource...
Articolo di analisi Jun 27

Eversource Energy (NYSE:ES) Might Not Be As Mispriced As It Looks

When you see that almost half of the companies in the Electric Utilities industry in the United States have...
Seeking Alpha Mar 25

Eversource Energy: One Of The Last Undervalued Regulated Utilities

Summary 2024 was pivotal for utility stocks, with Eversource Energy transitioning to a 100% regulated utility, despite challenges like regulatory hurdles in Connecticut. Eversource's strategic focus includes divesting non-core assets, strengthening its balance sheet, and projecting 5%-7% EPS growth through 2029. Valuation models indicate Eversource is undervalued by ~15%, making it a compelling investment, especially with a sum of undervaluation, dividend yield, and growth exceeding 20%. Risks include potential higher interest rates and unfavorable regulatory decisions, but even in slightly pessimistic scenarios, the stock appears fairly valued or slightly undervalued. Read the full article on Seeking Alpha
Seeking Alpha Feb 16

Eversource Energy: Newly Minted Dividend Aristocrat

Summary Eversource Energy, a Dividend Aristocrat, offers a near-5% yield and has a 25-year track record of steady dividend growth, making it attractive for income investors. The company's focus on electric and natural gas infrastructure and grid reliability positions it well for long-term growth in New England. With a forward P/E of 13.0, well below its historical average, Eversource presents a compelling investment opportunity for building a durable income stream. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Eversource Energy: An Undervalued Solid Power Utility Stock

Summary Eversource Energy, an American utility holding company, is now a $24 billion (by market cap) major utility player. ES has increased its dividend for 26 consecutive years, with a 10-year dividend growth rate of 6.3%. Eversource Energy moved its revenue from $7.7 billion in FY 2014 to $11.9 billion in FY 2023, a compound annual growth rate of 5%. The forward P/E ratio is 13.6, which is based on midpoint guidance for this year’s adjusted EPS. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Eversource Energy: Time To Buy This Quality Dividend Grower Now

Summary Eversource Energy is a leading regulated utility in New England, expected to see 5%-7% annual diluted EPS growth due to electrification and economic vibrancy. Eversource plans to invest $23.1 billion from 2024-2028 to modernize infrastructure and support these growth targets. ES is financially healthy and its healthy 4.3% dividend is projected to grow 6% annually. With a proven track record and undervalued shares, ES could deliver 20%+ annual total returns by 2026, justifying a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Sep 28

Eversource Energy's Grid Modernization Ambitions Position It For Growth

Summary Eversource Energy is heavily investing in grid modernization to address aging infrastructure and support future energy needs, positioning itself for long-term resilience and growth in the utility sector. Despite recent revenue declines, Eversource's operating income and EBITDA have shown promising growth, indicating stable performance amid a tough macro climate. The company's proactive approach includes substantial investments in new substations, electric distribution, and customer service modernization programs. While high debt and poor price performance are concerns, Eversource's low valuation and strong dividend yield make it a compelling long-term buy. Read the full article on Seeking Alpha
Seeking Alpha Jul 07

Eversource Energy: Ready To Catch The Wind, Literally

Summary Eversource is a public utility company primarily engaged in energy delivery through subsidiaries in New England. The company is making strides in green technology with offshore wind projects and geothermal pilot projects. Eversource's financial outlook is positive, with proceeds from project sales improving free cash flow and reducing debt, leading to steady growth. Read the full article on Seeking Alpha
Seeking Alpha Apr 10

Eversource's Offshore Wind Lessons Have Created A Buying Opportunity

Summary Selling at a historically low valuation, ES offers total return potential. Its dividend has consistently grown for 24 years at a rate that can offset inflation's impact on its purchasing power. To Wall Street, ES 'bad news has been good news' with ensuing upgrades. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Eversource Energy: Standing Its Ground In Turbulent Markets

Summary Eversource Energy has shown robust performance, with steady dividend payouts and impressive growth in earnings and assets. ES operates in four segments, including electricity transmission and distribution, and has a strong customer base of 4.4 million people. The company's focus on expanding in the water distribution segment and its recent acquisitions position it well for future growth and a potential 10-11% annual return for investors. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Joe Nolan rispetto agli utili di Eversource Energy?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$15mUS$1m

US$2b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$858m

Mar 31 2025n/an/a

US$841m

Dec 31 2024US$14mUS$1m

US$812m

Sep 30 2024n/an/a

-US$549m

Jun 30 2024n/an/a

-US$92m

Mar 31 2024n/an/a

-US$412m

Dec 31 2023US$19mUS$1m

-US$442m

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$13mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$6mUS$1m

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$1b

Dec 31 2020US$5mUS$631k

US$1b

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$935m

Dec 31 2019US$6mUS$590k

US$909m

Compensazione vs Mercato: La retribuzione totale di Joe ($USD 14.99M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.79M ).

Compensazione vs guadagni: La retribuzione di Joe è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Joe Nolan (61 yo)

5yrs
Mandato
US$14,987,168
Compensazione

Mr. Joseph R. Nolan, Jr., also known as Joe, serves as Chairman at Eversource Energy since January 1, 2023. He also serves as President, Chief Executive Officer and Trustee at Eversource Energy since May 5...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Joseph Nolan
President5yrsUS$14.99m0.0068%
$ 1.8m
John Moreira
Executive VP. CFO & Treasurer7.7yrsUS$5.76m0.0051%
$ 1.4m
Paul Chodak
Executive VP & COO2.5yrsUS$4.22m0.0049%
$ 1.3m
Gregory Butler
Executive VP & General Counsel25yrsUS$2.97m0.016%
$ 4.2m
James Hunt
Executive VP of Corporate Relations & Sustainability and Secretary5yrsUS$2.64m0.0068%
$ 1.8m
Jay Buth
VP, Controller & Chief Accounting Officer16.9yrsNessun dato0.0073%
$ 1.9m
Rima Hyder
Vice President of Investor Relations1.8yrsNessun datoNessun dato
Duncan MacKay
Chief Compliance Officer & Deputy General Counselno dataNessun datoNessun dato
Susan Sgroi
Executive VP of Human Resources & Information Technology2.3yrsUS$2.63m0.00069%
$ 181.6k
Penelope McLean-Conner
Executive Vice President of Customer Experience & Energy Strategy13.2yrsNessun dato0.0031%
$ 802.9k
James Muntz
President of Transmissionno dataUS$2.22mNessun dato
Steve Sullivan
President of Connecticut Light & Power Company4.4yrsNessun datoNessun dato
5.0yrs
Durata media
61yo
Età media

Gestione esperta: Il team dirigenziale di ES è esperto e expertise (durata media dell'incarico 5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Joseph Nolan
President5yrsUS$14.99m0.0068%
$ 1.8m
Daniel Nova
Lead Independent Trustee2.9yrsUS$353.09k0.000040%
$ 10.5k
Cotton Cleveland
Independent Trustee34.3yrsUS$318.09k0.000090%
$ 23.7k
John Kim
Independent Trustee8.3yrsUS$318.09k0%
$ 0
David Long
Independent Trustee7yrsUS$298.09k0%
$ 0
Loretta Keane
Independent Trustee3.3yrsUS$323.09k0.0010%
$ 271.2k
Warren Mudge
Independent Trusteeless than a yearNessun dato0.0016%
$ 423.8k
Gregory Jones
Independent Trustee6yrsUS$298.09k0%
$ 0
Frederica Williams
Independent Trustee14.1yrsUS$298.09k0%
$ 0
Linda Forry
Independent Trustee8yrsUS$298.09k0.00028%
$ 73.7k
6.5yrs
Durata media
65yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ES sono considerati esperti (durata media dell'incarico 6.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 20:36
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Eversource Energy è coperta da 28 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays