NRG Energy, Inc.

Report azionario NYSE:NRG

Capitalizzazione di mercato: US$28.3b

NRG Energy Dividendi e riacquisti

Criteri Dividendo verificati 2/6

NRG Energy è una società che paga dividendi con un rendimento attuale di 1.39%.

Informazioni chiave

1.4%

Rendimento del dividendo

5.7%

Rendimento del riacquisto

Rendimento totale per gli azionisti7.1%
Rendimento futuro dei dividendi1.6%
Crescita dei dividendi19.4%
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione210%

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Aggiornamento della narrazione May 07

NRG: LS Power Acquisition Will Likely Inflate Long Term Earnings Expectations

NRG Energy's updated analyst price target has shifted, alongside a fair value estimate moving to $124.23, as analysts weigh recent price target changes across firms and factor in revised assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E of 24.52x. Analyst Commentary Recent research on NRG Energy shows a mixed backdrop, with some firms lifting price targets and others trimming them as they reassess valuation, the impact of acquisitions, and execution risks around the updated business mix.
Seeking Alpha May 04

NRG Energy: Too Cheap Into Q1 Earnings, But There's A Technical Risk (Upgrade)

Summary NRG Energy is upgraded to a "Buy," capitalizing on AI-driven electrification and robust long-term growth guidance. NRG posted record FY 2025 results, with adjusted EBITDA of $4.1 billion and EPS of $8.24, exceeding guidance and supporting a 14%+ EPS CAGR target through 2030. Valuation is attractive: assuming $11 normalized EPS and a 17x multiple, shares could trade above $190, well below sector P/E norms. Key risks include integration of recent acquisitions, natural gas exposure, and the need to maintain technical support near $140 after Q1 earnings. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 21

NRG: LS Power Capacity Shift Will Drive Future Margin Repricing

NRG Energy's updated analyst price target shifts modestly, reflecting mixed Street research that includes recent target cuts and raises as analysts reassess the impact of the LS Power acquisition, updated margin assumptions, and revised forward P/E expectations. Analyst Commentary Recent Street research on NRG Energy points to a split view, but with a clear cluster of bullish analysts who are leaning into the LS Power acquisition and its impact on capacity, margin mix, and valuation frameworks.
Aggiornamento della narrazione Apr 05

NRG: LS Power Acquisition And Margin Expansion Will Drive Future Repricing

NRG Energy's updated analyst price target has edged lower to $282.26 from $312.69, as analysts factor in assumptions of slower revenue growth along with higher expected profit margins and a richer future P/E multiple. Analyst Commentary Recent Street research around NRG Energy points to a mix of views, but several high profile firms highlight potential upside tied to execution on recent acquisitions and expectations for stronger profitability.
Aggiornamento della narrazione Mar 22

NRG: Future Cash Returns From LS Power Assets And Dividends Will Matter

Analysts have nudged their fair value estimate for NRG Energy slightly lower to about $202 per share. This reflects updated views on more moderate revenue growth, a somewhat higher profit margin, and a richer future P/E, driven in part by recent research citing the impact of LS Power acquisitions and a more balanced retail and wholesale mix.
Aggiornamento della narrazione Mar 07

NRG: LS Power Deal Will Likely Overstate Long Term Earnings Upside

Narrative Update: NRG Energy The updated analyst price target for NRG Energy has shifted from about $145 to about $113 as analysts factor in the LS Power acquisition, which they say doubles generation capacity, reshapes the retail and wholesale mix, and adds potential benefits to key financial metrics. Analyst Commentary Recent Street research around NRG Energy focuses on the LS Power asset acquisition, with several firms updating coverage and targets as they incorporate this deal into their models.
Aggiornamento della narrazione Feb 21

NRG: Future Cash Returns From Gas Assets And Dividends Will Matter

Analysts have nudged their blended price target for NRG Energy higher to $153, reflecting updated assumptions that pair a slightly higher fair value estimate with modest tweaks to revenue growth, profit margin, discount rate, and future P/E expectations. Analyst Commentary Recent Street research around NRG Energy shows a mix of optimism and caution, with price targets moving in both directions and ratings holding steady in the middle of the range.
Aggiornamento della narrazione Feb 07

NRG: Future Earnings Power From LS Power Assets May Reprice Shares

Analysts have modestly lifted their fair value estimate for NRG Energy to about $313, even as recent price target tweaks from firms like Jefferies, Wells Fargo and Morgan Stanley reflect ongoing debate over growth, margins and an updated future P/E near 24x. Analyst Commentary Recent Street research around NRG Energy highlights a mix of caution and optimism, with several bullish analysts focusing on where execution and valuation may still offer room for upside relative to their fair value work and updated P/E assumptions.
Aggiornamento della narrazione Jan 24

NRG: Future Earnings Power And Policy Tailwinds May Reprice Shares

Analysts have lifted their price targets on NRG Energy, with one recent move of US$1 and another of US$4, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that contribute to a higher overall valuation framework. Analyst Commentary Recent research has leaned positive on NRG Energy, with bullish analysts revisiting their models and adjusting fair value assumptions.
Aggiornamento della narrazione Jan 10

NRG: Data Center Pipelines And Buybacks Will Drive Future Upside

Analysts have slightly raised their fair value estimate for NRG Energy to about $201.96 from $201.58 and increased their price target to $145, reflecting updated views on long term profit margins and future P/E assumptions across regulated and diversified utilities and IPPs. Analyst Commentary Recent Street research around NRG Energy highlights a mix of optimism and caution as analysts update their views across the broader Regulated and Diversified Utilities and IPP group. Bullish Takeaways Bullish analysts are comfortable reaffirming a neutral stance while still lifting their price targets to US$145, which signals confidence that updated P/E assumptions and margin expectations support a higher fair value anchor for the stock.
Aggiornamento della narrazione Dec 21

NRG: Expanding Data Center Power Deals Will Drive Future Free Cash Flow Upside

Analysts have modestly trimmed their blended fair value estimate for NRG Energy to approximately $201.58 from about $208.14 per share, citing improving revenue growth expectations, slightly lower projected profit margins, and a recalibration of valuation multiples amid rising price targets across the independent power producer peer group. Analyst Commentary Recent Street research highlights a broadly constructive stance on NRG Energy, with multiple price target increases and a new positive initiation reinforcing confidence in the company’s valuation and cash flow outlook.
Aggiornamento della narrazione Dec 10

NRG: Power Price Optimism Will Likely Overstate Long Term Data Center Upside

The updated analyst price target for NRG Energy has increased to $145, up from a prior fair value of about $106. Analysts attribute this change to stronger expected profitability, improved cash flow visibility from rising power and capacity prices, and growing upside from data center driven demand and portfolio optionality.
Aggiornamento della narrazione Dec 07

NRG: Expanding Data Center Power Deals Will Drive Future Earnings Upside

Analysts have modestly raised their price target for NRG Energy, citing improving cash flow visibility for thermal independent power producers, supportive power and capacity pricing, and growing upside from potential data center power deals and M&A activity. Analyst Commentary Recent Street research on NRG Energy remains broadly constructive, with several firms lifting price targets and highlighting improving fundamentals across the independent power producer landscape.
Aggiornamento della narrazione Nov 22

NRG: Expanding Data Center Agreements Will Drive Long-Term Earnings Upside

NRG Energy’s analyst price target has increased modestly, rising from $207.23 to $208.14. Analysts cite improving profitability, stronger expected revenue growth, and positive outlooks for independent power producers due to favorable utility sector trends.
Aggiornamento della narrazione Nov 07

NRG: Future Data Center Demand Will Drive Significant Upside Potential

NRG Energy's analyst price target has increased from $194.77 to $207.23. Analysts cite rising cash flows, stronger data center demand, and a favorable industry outlook as key drivers for the upward revision.
Aggiornamento della narrazione Oct 24

Future Positioning Will Rely On Energy Transition And Data Center Demand

Analysts have increased their price target for NRG Energy, raising the estimate by nearly $3 to $194.77. They cite resilient cash flows, strong execution, and rising profitability, despite slightly lower revenue growth expectations.
Aggiornamento della narrazione Oct 10

Electrification And Digital Integration Will Shape Future Position

Analysts have raised their price target for NRG Energy from $176.95 to $191.95 per share, citing stronger revenue growth forecasts, as well as heightened expectations for datacenter power deals and continued sector momentum. Analyst Commentary Bullish Takeaways Bullish analysts are raising price targets for NRG Energy, citing accelerating cash flows for thermal independent power producers.
Aggiornamento della narrazione Sep 24

Electrification And Digital Integration Will Shape Future Position

Analysts have raised NRG Energy’s price target to $176.95, citing attractive relative valuation, strong operational execution, and expected tailwinds from rising AI-driven power demand and hyperscaler contracts. Analyst Commentary Bullish analysts highlight NRG’s attractive valuation relative to peers, noting its portfolio offers significant optionality despite not having the highest-quality assets or business mix.
Articolo di analisi Jul 18

Is NRG Energy (NYSE:NRG) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Jun 23

At US$152, Is NRG Energy, Inc. (NYSE:NRG) Worth Looking At Closely?

Let's talk about the popular NRG Energy, Inc. ( NYSE:NRG ). The company's shares saw a significant share price rise of...
Seeking Alpha Mar 11

NRG Energy: Attractively Priced As Demand Ratchets Up

Summary NRG Energy has pulled back ~15% since my last coverage, improving its risk/reward profile. The company has reaffirmed 2025 guidance, and while Q4 revenue missed, adjusted EPS far exceeded analyst expectations. AI-driven power demand, Vivint's strong performance, and aggressive capital returns bolster the investment thesis. NRG trades at a discount to peers like Vistra, while offering a 7.65% total shareholder yield. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

NRG Energy: Soaring Consumer Demand Sees Its Upside Potential

Summary I am bullish on NRG Energy stock due to soaring consumer demand, increased gross margins, and strategic partnerships with Renew Home and Google Cloud. NRG's financial performance is robust, with significant growth in adjusted EBITDA, free cash flow, and subscriber counts, driven by consumer-centric strategies. The company is undervalued with a P/S ratio of 0.74, indicating potential for at least 50% upside and strong shareholder returns. Investment risks include competition, changing market dynamics, and technological risks related to AI-enabled devices and data privacy issues. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I dividendi per azione di NRG sono rimasti stabili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di NRG sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

NRG Energy Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di NRG rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (NRG)1.4%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Electric Utilities)2.8%
Analista previsionale (NRG) (fino a 3 anni)1.6%

Dividendo notevole: Il dividendo di NRG ( 1.39% ) non è degno di nota rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.42% ).

Dividendo elevato: Il dividendo di NRG ( 1.39% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.25%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Con il suo elevato payout ratio ( 209.9% ), i pagamenti dei dividendi di NRG non sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: NRG sta pagando un dividendo ma la società non ha flussi di cassa liberi.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 11:46
Prezzo dell'azione a fine giornata2026/05/21 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

NRG Energy, Inc. è coperta da 27 analisti. 9 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
Daniel FordBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research