NRG Energy（NRG *）株式概要NRGエナジー社は、その子会社とともに、米国およびカナダでエネルギーおよび住宅サービス会社として事業を展開している。 詳細NRG * ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績0/6財務の健全性1/6配当金2/6報酬当社が推定した公正価値より67.7%で取引されている 収益は年間30.72%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 株式の流動性は非常に低い 利益率(0.5%)は昨年より低い(4.4%) 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るNRG * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$2.30k97.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b41b2016201920222025202620282031Revenue US$41.0bEarnings US$217.8mAdvancedSet Fair ValueView all narrativesNRG Energy, Inc. 競合他社Fideicomiso Irrevocable Numero Cib/2919 (Cfe Fibra E)Symbol: BMV:FCFE 18Market cap: Mex$27.6bFortisSymbol: TSX:FTSMarket cap: CA$39.1bPPLSymbol: NYSE:PPLMarket cap: US$26.7bPower Grid Corporation of IndiaSymbol: NSEI:POWERGRIDMarket cap: ₹2.8t価格と性能株価の高値、安値、推移の概要NRG Energy過去の株価現在の株価US$2,300.0052週高値US$3,200.0052週安値US$2,300.00ベータ1.321ヶ月の変化-11.54%3ヶ月変化-24.47%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化155.56%最新ニュースお知らせ • May 08+ 1 more updateNRG Energy, Inc. Elects Robert Gaudette as Board DirectorNRG Energy, Inc. announced Robert Gaudette was also elected to serve on the Board of Directors at the 2026 Annual Meeting of Shareholders.New Risk • May 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.52 (vs US$3.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.52 (down from US$3.70 in 1Q 2025). Revenue: US$10.3b (up 20% from 1Q 2025). Net income: US$108.0m (down 85% from 1Q 2025). Profit margin: 1.1% (down from 8.5% in 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Electric Utilities industry in South America.Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 27Fourth quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 1st May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026NRG Energy, Inc. announced Quarterly dividend of USD 0.4750 per share payable on May 15, 2026, ex-date on May 01, 2026 and record date on May 01, 2026.最新情報をもっと見るRecent updatesお知らせ • May 08+ 1 more updateNRG Energy, Inc. Elects Robert Gaudette as Board DirectorNRG Energy, Inc. announced Robert Gaudette was also elected to serve on the Board of Directors at the 2026 Annual Meeting of Shareholders.New Risk • May 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.52 (vs US$3.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.52 (down from US$3.70 in 1Q 2025). Revenue: US$10.3b (up 20% from 1Q 2025). Net income: US$108.0m (down 85% from 1Q 2025). Profit margin: 1.1% (down from 8.5% in 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Electric Utilities industry in South America.Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 27Fourth quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 1st May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026NRG Energy, Inc. announced Quarterly dividend of USD 0.4750 per share payable on May 15, 2026, ex-date on May 01, 2026 and record date on May 01, 2026.お知らせ • Apr 09NRG Energy, Inc. to Report Q1, 2026 Results on May 06, 2026NRG Energy, Inc. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Mar 19NRG Energy, Inc., Annual General Meeting, Apr 30, 2026NRG Energy, Inc., Annual General Meeting, Apr 30, 2026.お知らせ • Mar 05NRG Energy, Inc. Announces Appointment of Caroline Golin as Chief Growth and Policy OfficerNRG Energy Inc. announced the appointment of Caroline Golin, Ph.D., as Chief Growth and Policy Officer. Dr. Golin brings more than two decades of experience in energy strategy, market development, and product innovation to NRG. In her new role, she will focus on driving the strategic execution of key business initiatives that support reliability and affordability as energy demand grows, including the expansion of data center opportunities and residential virtual power plant (VPP) programs. In this capacity, she will also lead NRG’s Government and Regulatory Affairs functions. Most recently, Dr. Golin was the Founder and CEO of Envision Energy Advisors, where she worked with stakeholders across the energy value chain to address complex challenges related to grid planning, capital structuring, procurement strategy, and cross-sector partnerships. Prior to founding Envision Energy Advisors, she was Global Head of Energy Market Development and Innovation at Google, where she led energy strategy, new product innovation, and partnership development to support the company’s energy and digital infrastructure needs. She was also a co-creator of Google’s ambitious moonshot program to operate fully on carbon-free energy by 2030. Dr. Golin holds both a Master’s degree and a Ph.D. from the Georgia Institute of Technology.お知らせ • Mar 03+ 1 more updateNRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion.NRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,300,000 Price\Range: $164 Discount Per Security: $3.3185Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$4.09 (vs US$5.14 in FY 2024)Full year 2025 results: EPS: US$4.09 (down from US$5.14 in FY 2024). Revenue: US$30.7b (up 9.2% from FY 2024). Net income: US$797.0m (down 25% from FY 2024). Profit margin: 2.6% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.お知らせ • Feb 04Nrg Energy, Inc. Appoints Sanjay Kapoor to Its Board of Directors and Audit Committee, Effective February 3, 2026NRG Energy, Inc. announced that Sanjay Kapoor has been appointed to its Board of Directors, effective February 3, 2026. Mr. Kapoor also will serve on the Board’s Audit Committee. His appointment brings NRG’s Board to 11 members and further strengthens its collective expertise across industrial, financial, and operational leadership. With more than 30 years of experience in senior financial and operational roles, Mr. Kapoor has built a career shaped by rigorous oversight and leadership across highly regulated and technically complex industries. Mr. Kapoor, age 65, is the recently retired (2019) Executive Vice President and CFO of Spirit AeroSystems. Prior to Spirit AeroSystems, Mr. Kapoor held leadership positions at industry-leading defense and aviation sector companies Raytheon (2004 – 2013) and United Technologies (1990 – 2004). At Raytheon, he led the Integrated Air and Missile Defense Systems, including the Patriot and Hawk programs. During his final three years at Raytheon, he oversaw all business execution activities, doubling revenue over the period. Earlier, he served as the Division’s Chief Financial Officer, providing leadership to more than 650 finance professionals across the United States, Germany, Australia, and the Middle East. Mr. Kapoor also has significant board experience, including Crane Company (NYSE:CR; 2023 – present), SAAB, Inc. (2021 – present), and Black & Veatch (2018 – 2025), where he has contributed to governance and oversight in industrial and technology-driven markets. He holds an MBA from the University of Pennsylvania and a BA from the Indian Institute of Technology.お知らせ • Feb 02NRG Energy, Inc. to Report Q4, 2025 Results on Feb 24, 2026NRG Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 24, 2026お知らせ • Jan 27NRG Energy Receives All Regulatory Approvals for LS Power Portfolio AcquisitionNRG Energy, Inc. announced it has received antitrust clearance from the U.S. Department of Justice (DOJ) for its previously announced acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform (C&I VPP) from LS Power. NRG received antitrust clearance from the DOJ on January 23, 2026, and previously received approvals from the Federal Energy Regulatory Commission (FERC) and the New York State Public Service Commission (NYSPSC). The Company now has all regulatory approvals, and the transaction is expected to close shortly, subject to customary closing conditions. Upon closing, the acquisition will add 13 GW of quick-start, natural gas-fired generation across the Northeast and Texas and 6 GW of VPP capability, enhancing the scale, resilience, and reliability of NRG’s portfolio and expanding the ways the Company can serve customers as power demand continues to increase.お知らせ • Jan 24Nrg Energy, Inc. Announces Quarterly Dividend, Payable on February 17, 2026NRG Energy, Inc. announced that its Board of Directors has declared a quarterly dividend on the Company’s common stock of $0.475 per share, or $1.90 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7–9% per share. The dividend is payable on February 17, 2026, to stockholders of record as of February 2, 2026.お知らせ • Jan 07+ 1 more updateNRG Energy, Inc. Announces CEO ChangesNRG Energy, Inc. announced that its Board of Directors has appointed Robert J. Gaudette, Executive Vice President, President of NRG Business and Wholesale Operations, as Chief Executive Officer, effective April 30, 2026, the date of the Company's 2026 Annual Meeting of Stockholders. In connection with his appointment as CEO, the Board has named Mr. Gaudette President of NRG, effective January 7, 2026. As part of a planned succession, Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026. Robert J. Gaudette has served as Executive Vice President of NRG Business and Market Operations since 2022 and President of NRG Business and Market Operations since 2024. He served as Senior Vice President, Business Solutions from 2013 to 2022, leading the largest business-to-business retail gas and power platform in North America. Prior to 2013, Mr. Gaudette held several executive positions at NRG. He joined NRG in 2001 from a predecessor company and has progressed over his 25 years with the company through numerous positions spanning trading, asset management, government and regulatory affairs, finance, strategy, sales, origination, customer care, and product development. Mr. Gaudette earned a Bachelor of Science degree in chemistry from The College of William and Mary and a Master of Business Administration from Rice University, where he was a Jones Scholar. Mr. Gaudette served four years as an Army officer, including a one-year deployment to Bosnia with the Second Armored Cavalry Regiment. Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026.お知らせ • Jan 03Nrg Energy, Inc. Announces Resignation of Director Kevin T. Howell, Effective January 2, 2026NRG Energy, Inc. announced that on January 2, 2026, Kevin T. Howell informed the Board of Directors of his intention to resign from the Board, effective immediately, to pursue another opportunity. His decision to resign was not the result of any disagreement with the Company, management, or the Board on any matter relating to the Company's operations, policies or practices.お知らせ • Nov 07NRG Energy, Inc. (NYSE:NRG) announces an Equity Buyback for $3,000 million worth of its shares.NRG Energy, Inc. (NYSE:NRG) announces a share repurchase program. Under the program, the company will repurchase up to $3,000 million worth of its shares. The program is valid till 2028.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.70 (vs US$3.79 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.70 (up from US$3.79 loss in 3Q 2024). Revenue: US$7.64b (up 5.7% from 3Q 2024). Net income: US$135.0m (up US$919.0m from 3Q 2024). Profit margin: 1.8% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.Declared Dividend • Oct 27Second quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 3rd November 2025 Payment date: 17th November 2025 Dividend yield will be 0.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 96% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 21NRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on November 17, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on November 17, 2025, to stockholders of record as of November 3, 2025.お知らせ • Sep 22NRG Energy, Inc. to Report Q3, 2025 Results on Nov 06, 2025NRG Energy, Inc. announced that they will report Q3, 2025 results at 9:00 AM, US Eastern Standard Time on Nov 06, 2025お知らせ • Sep 18NRG Energy, Inc. Raises Earnings Guidance for the Year 2025NRG Energy, Inc. raised earnings guidance for the year 2025. For the year, the company expects net income to be between $1,080 million to $1,200 million against $1,025 million to $1,225 million previously guided.Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.62 loss per share (vs US$3.47 profit in 2Q 2024)Second quarter 2025 results: US$0.62 loss per share (down from US$3.47 profit in 2Q 2024). Revenue: US$6.74b (up 1.2% from 2Q 2024). Net loss: US$121.0m (down 117% from profit in 2Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.お知らせ • Aug 06NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be between $1,025 million to $1,225 million.お知らせ • Jul 22+ 1 more updateNRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on August 15, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on August 15, 2025, to stockholders of record as of August 1, 2025.お知らせ • Jul 10Nrg Energy Announces Appointment of Brad Bentley as President, Nrg ConsumerNRG Energy, Inc. announced appointment of Brad Bentley as President, NRG Consumer, effective July 28, 2025. Mr. Bentley will report directly to Larry Coben, Chair, President, and Chief Executive Officer of NRG Energy. Mr. Bentley brings to NRG decades of experience in consumer innovation, product development, and marketing. He will lead NRG’s Home Energy and Smart Home businesses, which serve more than 8 million customers across North America. As a leading competitive retail energy provider and smart home provider, NRG is redefining how customers experience and manage energy in their homes. Mr. Bentley will be responsible for advancing that vision by strengthening consumer loyalty, accelerating innovation, and delivering technology-enabled solutions that align with the next generation of customer needs. Most recently, Mr. Bentley was Chief Operating Officer, Traveler Operation of Expedia Group, Inc., where he was responsible for the growth and execution of the $10 billion global Expedia Traveler business. Before Expedia, he served as CEO and President of Inspire Clean Energy, a clean energy technology company that was sold to Shell in 2021. Prior to this, he held numerous senior leadership roles at WarnerMedia, AT&T, and DIRECTV. Mr. Bentley holds a bachelor’s degree in marketing from Vanguard University and a master’s degree in marketing from Northwestern University.お知らせ • Jun 30+ 6 more updatesNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value IndexNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value IndexRecent Insider Transactions • Jun 05Independent Director recently sold Mex$150m worth of stockOn the 30th of May, Kevin Howell sold around 50k shares on-market at roughly Mex$2,996 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • May 14NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion.NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion on May 12, 2025. The transaction Enterprise Value of approximately $12.0 billion is comprised of $6.4 billion of cash consideration, $2.8 billion in stock consideration to LS Power (24.25 million shares of NRG stock using the 10-day trailing VWAP of $114.98), $3.2 billion of net debt assumed at closing, less approximately $0.4 billion of the NPV of tax benefits generated directly as a result of the transaction. The transaction is not expected to trigger any change of control provisions under such assumed debt. LS Power is expected to own approximately 11% of the pro forma NRG shares outstanding and has committed to a 6-month lock-up period with respect to its equity ownership of NRG common stock. A portion of LS Power’s shares will be held in a voting trust such that it will control less than 10% of the overall voting rights of NRG stock at all times. The acquisition is expected to close in the first quarter of 2026, subject to customary closing conditions and regulatory approvals including Hart-Scott-Rodino (HSR), Federal Energy Regulatory Commission (FERC), and the New York State Public Service Commission (NYSPSC). The acquisition is expected to be immediately accretive to NRG’s Adjusted Earnings Per Share. Citi and Goldman Sachs & Co. LLC are serving as NRG’s lead M&A advisors. Scotiabank is also serving as M&A advisor to NRG. Citi and Goldman Sachs Bank USA are providing committed financing for the acquisition. White & Case LLP is serving as legal counsel to NRG. Evercore is serving as lead financial advisor to LS Power. J.P. Morgan, Morgan Stanley & Co. LLC and Solomon Partners Securities, LLC, are serving as financial advisors to LS Power. With respect to CPower, Lazard is serving as lead financial advisor and Harris Williams is serving as financial advisor to LS Power. Milbank LLP and Adam Turteltaub, Giovanni Smedley, Archie Fallon and Antonio Yanez of Willkie Farr & Gallagher LLP are serving as legal counsel to LS Power.お知らせ • May 12NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be in the range of $1,025 million to $1,225 million.お知らせ • May 02NRG Energy, Inc. to Report Q1, 2025 Results on May 12, 2025NRG Energy, Inc. announced that they will report Q1, 2025 results on May 12, 2025お知らせ • Apr 09NRG Energy, Inc. Announces Quarterly Dividend, Payable on May 15, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on May 15, 2025, to stockholders of record as of May 1, 2025.お知らせ • Apr 07NRG Energy Inc. Announces Rasesh Patel Retires as President, NRG Consumer, Effective May 19, 2025NRG Energy Inc. announced that Rasesh Patel, President, NRG Consumer, has decided to retire, effective May 19, 2025. Afterward, Mr. Patel will remain available in an advisory role to ensure a seamless transition. The Company anticipates naming a successor during the second quarter. Mr. Patel joined NRG in March 2023 as President of Smart Home following the acquisition of Vivint Smart Home. In March 2024, he expanded his role to lead all of NRG’s Consumer businesses, including Home Energy and Smart Home.お知らせ • Mar 13NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Six power generation facilities from Rockland Capital, LP for approximately $560 million.NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Six power generation facilities from Rockland Capital, LP for approximately $560 million on March 12, 2025. The acquisition will be funded through corporate debt. The transaction is subject to Hart-Scott-Rodino regulatory approval. The deal is expected to close in the second quarter of 2025.お知らせ • Mar 10NRG Energy, Inc., Annual General Meeting, May 01, 2025NRG Energy, Inc., Annual General Meeting, May 01, 2025.お知らせ • Feb 05NRG Energy, Inc. to Report Q4, 2024 Results on Feb 26, 2025NRG Energy, Inc. announced that they will report Q4, 2024 results on Feb 26, 2025お知らせ • Jan 23NRG Energy, Inc. Announces Quarterly Dividend, Payable on February 18, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7-9% per share. The dividend is payable on February 18, 2025, to stockholders of record as of February 3, 2025.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$2,106, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electric Utilities industry in South America.Reported Earnings • Nov 09Third quarter 2024 earnings released: US$3.79 loss per share (vs US$1.42 profit in 3Q 2023)Third quarter 2024 results: US$3.79 loss per share (down from US$1.42 profit in 3Q 2023). Revenue: US$7.22b (down 9.1% from 3Q 2023). Net loss: US$784.0m (down 341% from profit in 3Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Electric Utilities industry in South America.Declared Dividend • Oct 30Second quarter dividend of US$0.41 announcedShareholders will receive a dividend of US$0.41. Ex-date: 1st November 2024 Payment date: 15th November 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 1.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 12NRG Energy, Inc. Declares Quarterly Dividend on the Common Stock, Payable on November 15, 2024NRG Energy, Inc. announced that its board of directors declared a quarterly dividend on the company’s common stock of $0.4075 per share, or $1.63 per share on an annualized basis. The dividend is payable on November 15, 2024, to stockholders of record as of November 1, 2024.お知らせ • Sep 26NRG Energy, Inc. to Report Q3, 2024 Results on Nov 08, 2024NRG Energy, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024New Risk • Aug 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • Aug 09Gamut Capital Management, L.P. entered into a definitive agreement to acquire Airtron Heating & Air Conditioning, Inc. from NRG Energy, Inc. (NYSE:NRG) for $500 million.Gamut Capital Management, L.P. entered into a definitive agreement to acquire Airtron Heating & Air Conditioning, Inc. from NRG Energy, Inc. (NYSE:NRG) for $500 million on August 3, 2024. For the year 2023, Airtron had Adjusted EBITDA of $58 million and Net Income of $29 million. The divestiture is an accretive 8.6x multiple on 2023 Adjusted EBITDA. Jeff Morrow will assume the position of Chief executive Officer. The transaction is subject to regulatory approval under the Hart Scott Rodino act and is expected to close by the end of 2024. Current Capital Partners LLC served as exclusive financial advisor and Constantine Skarvelis, Peter Martelli,Steven Choi, Yuli Wang, Melissa Hutson, Mark Schwed, Joanna Schlingbaum, Shellie Freedman, Steven Ort, Anthony Ji, Michael Krasnovsky, and Jack Bernstein of Kirkland & Ellis LLP served as legal counsel to Gamut.お知らせ • Aug 03+ 1 more updateNRG Energy, Inc. Appoints Lawrence Coben as Chief Executive OfficerNRG Energy, Inc. announced the appointment of Lawrence Coben, Ph.D., as Chief Executive Officer. Dr. Coben has been serving as Interim Chief Executive Officer since November 20, 2023. He was appointed Chair of the NRG Board of Directors in 2017 and will continue as Chair of the Board as part of his new role. Dr. Coben has been a member of the Board since 2003. From 2003 to 2017, he was Chairman and Chief Executive Officer of various affiliates of Tremisis Energy. Dr. Coben also served on the Board of Directors of SAESA, a Chilean utility, from 2008 to 2010, the Board of Prisma Energy from 2003 to 2006, and the advisory board of Morgan Stanley Infrastructure II, L.P. from 2014 to 2016. Dr. Coben is also Founder and Board Chair of the ESCALA Initiative. Dr. Coben received a Bachelor of Arts in economics from Yale University, a Juris Doctor from Harvard Law School, and a Master of Arts and Ph.D. in anthropology with a focus in archaeology from the University of Pennsylvania.お知らせ • Jul 20NRG Energy, Inc. Announces Quarterly Dividend, Payable on August 15, 2024NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.4075 per share, or $1.63 per share on an annualized basis. The dividend is payable on August 15, 2024, to stockholders of record as of August 1, 2024.お知らせ • Jul 16NRG Energy, Inc. to Report Q2, 2024 Results on Aug 08, 2024NRG Energy, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024お知らせ • Apr 19NRG Energy, Inc. to Report Q1, 2024 Results on May 07, 2024NRG Energy, Inc. announced that they will report Q1, 2024 results on May 07, 2024お知らせ • Apr 18NRG Energy, Inc. Announces Quarterly Dividend on Common Stock, Payable on May 15, 2024NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.4075 per share, or $1.63 per share on an annualized basis. The dividend is payable on May 15, 2024, to stockholders of record as of May 1, 2024.お知らせ • Mar 27NRG Energy, Inc. Announces Leadership ChangesNRG Energy Inc. announced that Elizabeth Killinger has elected to retire from her role as Executive Vice President, NRG Home. Rasesh Patel has been named President, NRG Consumer, and will oversee the two separate business segments of Smart Home and Home Energy, effective immediately. Mrs. Killinger will remain with NRG as an advisor to the CEO until January 2025. Rasesh Patel has served as Executive Vice President, Smart Home and President of Vivint, since March 2023 following the close of NRG’s acquisition, and served as Chief Operating Officer of Vivint from May 2022 to March 2023. Prior to joining Vivint, he held numerous senior leadership positions with AT&T and DIRECTV. In those roles, Mr. Patel led teams responsible for approximately $35 billion in annual revenue, focused on integrated technology platforms, product solutions, and customer experience. Mr. Patel holds an MBA from UCLA’s AndersonSchool of Management and a bachelor’s degree in electrical and computer engineering from the University of California, Irvine.Recent Insider Transactions • Mar 20Executive Vice President of Smart Home recently sold Mex$51m worth of stockOn the 14th of March, Rasesh Patel sold around 49k shares on-market at roughly Mex$1,044 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Mar 17NRG Energy, Inc., Annual General Meeting, Apr 25, 2024NRG Energy, Inc., Annual General Meeting, Apr 25, 2024, at 09:00 Eastern Standard Time. Agenda: To elect thirteen directors; to approve, on a non-binding advisory basis, NRG Energy, Inc.’s executive compensation; to ratify the appointment of KPMG LLP as NRG Energy, Inc.’s independent registered public accounting firm for the 2024 fiscal year; and to transact such other business as may properly come before the Annual Meeting and any adjournment or postponement.株主還元NRG *MX Electric UtilitiesMX 市場7D0%-0.07%0.2%1Yn/a11.8%15.6%株主還元を見る業界別リターン: NRG *がMX Electric Utilities業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: NRG * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is NRG *'s price volatile compared to industry and market?NRG * volatilityNRG * Average Weekly Movementn/aElectric Utilities Industry Average Movement3.9%Market Average Movement4.1%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.6%安定した株価: NRG *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のNRG *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト198916,702Rob Gaudettewww.nrg.comNRGエナジー社はその子会社とともに、米国およびカナダでエネルギーおよび住宅サービス会社として事業を展開している。テキサス、イースト、ウェスト／サービス／その他、ヴィヴィント・スマート・ホーム、コーポレート活動の各セグメントを通じて事業を展開している。同社は、石炭、石油、太陽光、蓄電池を利用して発電した電力、天然ガス、クラウドベースの家庭用プラットフォーム（ハードウェア、ソフトウェア、販売、設置、カスタマーサービス、技術サポート、専門家による監視ソリューションを含む）を生産・販売している。電力・エネルギー管理、回線・サージ保護製品、HVAC設置・修理・メンテナンス、ホームプロテクション製品、カーボンオフセット、バックアップパワーステーション、ポータブル電源、ポータブルソーラー、ポータブル照明の小売、デマンドレスポンス、商品販売、エネルギー効率化、エネルギー管理ソリューションからなる小売サービス、システム電源、分散型発電、再生可能・低炭素製品、カーボン管理・専門サービス、バックアップ発電、蓄電・分散型ソーラー、エネルギーアドバイザリーサービスを提供している。さらに、電力、天然ガス、関連商品、環境商品、気象商品、先渡、先物、オプション、スワップなどの金融商品の取引も行っている。NRG、リライアント、ダイレクト・エナジー、グリーン・マウンテン・エナジー、ビビントのブランドで製品とサービスを提供している。住宅、商業、政府、産業、卸売の顧客にサービスを提供している。NRGエナジー社は1989年に設立され、テキサス州ヒューストンに本社を置く。もっと見るNRG Energy, Inc. 基礎のまとめNRG Energy の収益と売上を時価総額と比較するとどうか。NRG * 基礎統計学時価総額Mex$490.49b収益（TTM）Mex$2.98b売上高(TTM)Mex$561.91b164.3xPER（株価収益率0.9xP/SレシオNRG * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NRG * 損益計算書（TTM）収益US$32.38b売上原価US$27.06b売上総利益US$5.33bその他の費用US$5.15b収益US$172.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.82グロス・マージン16.45%純利益率0.53%有利子負債／自己資本比率474.5%NRG * の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.4%現在の配当利回り210%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 14:15終値2026/05/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NRG Energy, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Daniel FordBarclaysNicholas CampanellaBarclaysJames ThalackerBMO Capital Markets Equity Research24 その他のアナリストを表示
お知らせ • May 08+ 1 more updateNRG Energy, Inc. Elects Robert Gaudette as Board DirectorNRG Energy, Inc. announced Robert Gaudette was also elected to serve on the Board of Directors at the 2026 Annual Meeting of Shareholders.
New Risk • May 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.52 (vs US$3.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.52 (down from US$3.70 in 1Q 2025). Revenue: US$10.3b (up 20% from 1Q 2025). Net income: US$108.0m (down 85% from 1Q 2025). Profit margin: 1.1% (down from 8.5% in 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Electric Utilities industry in South America.
Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 27Fourth quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 1st May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026NRG Energy, Inc. announced Quarterly dividend of USD 0.4750 per share payable on May 15, 2026, ex-date on May 01, 2026 and record date on May 01, 2026.
お知らせ • May 08+ 1 more updateNRG Energy, Inc. Elects Robert Gaudette as Board DirectorNRG Energy, Inc. announced Robert Gaudette was also elected to serve on the Board of Directors at the 2026 Annual Meeting of Shareholders.
New Risk • May 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.52 (vs US$3.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.52 (down from US$3.70 in 1Q 2025). Revenue: US$10.3b (up 20% from 1Q 2025). Net income: US$108.0m (down 85% from 1Q 2025). Profit margin: 1.1% (down from 8.5% in 1Q 2025). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Electric Utilities industry in South America.
Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Rob Gaudette was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 27Fourth quarter dividend of US$0.47 announcedShareholders will receive a dividend of US$0.47. Ex-date: 1st May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22NRG Energy, Inc. announces Quarterly dividend, payable on May 15, 2026NRG Energy, Inc. announced Quarterly dividend of USD 0.4750 per share payable on May 15, 2026, ex-date on May 01, 2026 and record date on May 01, 2026.
お知らせ • Apr 09NRG Energy, Inc. to Report Q1, 2026 Results on May 06, 2026NRG Energy, Inc. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Mar 19NRG Energy, Inc., Annual General Meeting, Apr 30, 2026NRG Energy, Inc., Annual General Meeting, Apr 30, 2026.
お知らせ • Mar 05NRG Energy, Inc. Announces Appointment of Caroline Golin as Chief Growth and Policy OfficerNRG Energy Inc. announced the appointment of Caroline Golin, Ph.D., as Chief Growth and Policy Officer. Dr. Golin brings more than two decades of experience in energy strategy, market development, and product innovation to NRG. In her new role, she will focus on driving the strategic execution of key business initiatives that support reliability and affordability as energy demand grows, including the expansion of data center opportunities and residential virtual power plant (VPP) programs. In this capacity, she will also lead NRG’s Government and Regulatory Affairs functions. Most recently, Dr. Golin was the Founder and CEO of Envision Energy Advisors, where she worked with stakeholders across the energy value chain to address complex challenges related to grid planning, capital structuring, procurement strategy, and cross-sector partnerships. Prior to founding Envision Energy Advisors, she was Global Head of Energy Market Development and Innovation at Google, where she led energy strategy, new product innovation, and partnership development to support the company’s energy and digital infrastructure needs. She was also a co-creator of Google’s ambitious moonshot program to operate fully on carbon-free energy by 2030. Dr. Golin holds both a Master’s degree and a Ph.D. from the Georgia Institute of Technology.
お知らせ • Mar 03+ 1 more updateNRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion.NRG Energy, Inc. has completed a Follow-on Equity Offering in the amount of $2.3452 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,300,000 Price\Range: $164 Discount Per Security: $3.3185
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$4.09 (vs US$5.14 in FY 2024)Full year 2025 results: EPS: US$4.09 (down from US$5.14 in FY 2024). Revenue: US$30.7b (up 9.2% from FY 2024). Net income: US$797.0m (down 25% from FY 2024). Profit margin: 2.6% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
お知らせ • Feb 04Nrg Energy, Inc. Appoints Sanjay Kapoor to Its Board of Directors and Audit Committee, Effective February 3, 2026NRG Energy, Inc. announced that Sanjay Kapoor has been appointed to its Board of Directors, effective February 3, 2026. Mr. Kapoor also will serve on the Board’s Audit Committee. His appointment brings NRG’s Board to 11 members and further strengthens its collective expertise across industrial, financial, and operational leadership. With more than 30 years of experience in senior financial and operational roles, Mr. Kapoor has built a career shaped by rigorous oversight and leadership across highly regulated and technically complex industries. Mr. Kapoor, age 65, is the recently retired (2019) Executive Vice President and CFO of Spirit AeroSystems. Prior to Spirit AeroSystems, Mr. Kapoor held leadership positions at industry-leading defense and aviation sector companies Raytheon (2004 – 2013) and United Technologies (1990 – 2004). At Raytheon, he led the Integrated Air and Missile Defense Systems, including the Patriot and Hawk programs. During his final three years at Raytheon, he oversaw all business execution activities, doubling revenue over the period. Earlier, he served as the Division’s Chief Financial Officer, providing leadership to more than 650 finance professionals across the United States, Germany, Australia, and the Middle East. Mr. Kapoor also has significant board experience, including Crane Company (NYSE:CR; 2023 – present), SAAB, Inc. (2021 – present), and Black & Veatch (2018 – 2025), where he has contributed to governance and oversight in industrial and technology-driven markets. He holds an MBA from the University of Pennsylvania and a BA from the Indian Institute of Technology.
お知らせ • Feb 02NRG Energy, Inc. to Report Q4, 2025 Results on Feb 24, 2026NRG Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 24, 2026
お知らせ • Jan 27NRG Energy Receives All Regulatory Approvals for LS Power Portfolio AcquisitionNRG Energy, Inc. announced it has received antitrust clearance from the U.S. Department of Justice (DOJ) for its previously announced acquisition of 18 natural gas generation facilities and a commercial and industrial virtual power plant platform (C&I VPP) from LS Power. NRG received antitrust clearance from the DOJ on January 23, 2026, and previously received approvals from the Federal Energy Regulatory Commission (FERC) and the New York State Public Service Commission (NYSPSC). The Company now has all regulatory approvals, and the transaction is expected to close shortly, subject to customary closing conditions. Upon closing, the acquisition will add 13 GW of quick-start, natural gas-fired generation across the Northeast and Texas and 6 GW of VPP capability, enhancing the scale, resilience, and reliability of NRG’s portfolio and expanding the ways the Company can serve customers as power demand continues to increase.
お知らせ • Jan 24Nrg Energy, Inc. Announces Quarterly Dividend, Payable on February 17, 2026NRG Energy, Inc. announced that its Board of Directors has declared a quarterly dividend on the Company’s common stock of $0.475 per share, or $1.90 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7–9% per share. The dividend is payable on February 17, 2026, to stockholders of record as of February 2, 2026.
お知らせ • Jan 07+ 1 more updateNRG Energy, Inc. Announces CEO ChangesNRG Energy, Inc. announced that its Board of Directors has appointed Robert J. Gaudette, Executive Vice President, President of NRG Business and Wholesale Operations, as Chief Executive Officer, effective April 30, 2026, the date of the Company's 2026 Annual Meeting of Stockholders. In connection with his appointment as CEO, the Board has named Mr. Gaudette President of NRG, effective January 7, 2026. As part of a planned succession, Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026. Robert J. Gaudette has served as Executive Vice President of NRG Business and Market Operations since 2022 and President of NRG Business and Market Operations since 2024. He served as Senior Vice President, Business Solutions from 2013 to 2022, leading the largest business-to-business retail gas and power platform in North America. Prior to 2013, Mr. Gaudette held several executive positions at NRG. He joined NRG in 2001 from a predecessor company and has progressed over his 25 years with the company through numerous positions spanning trading, asset management, government and regulatory affairs, finance, strategy, sales, origination, customer care, and product development. Mr. Gaudette earned a Bachelor of Science degree in chemistry from The College of William and Mary and a Master of Business Administration from Rice University, where he was a Jones Scholar. Mr. Gaudette served four years as an Army officer, including a one-year deployment to Bosnia with the Second Armored Cavalry Regiment. Lawrence Coben, Ph.D., will step down as President on January 7, 2026 and will remain as Chair and CEO until April 30, 2026. He will serve as an advisor to the company for the remainder of 2026.
お知らせ • Jan 03Nrg Energy, Inc. Announces Resignation of Director Kevin T. Howell, Effective January 2, 2026NRG Energy, Inc. announced that on January 2, 2026, Kevin T. Howell informed the Board of Directors of his intention to resign from the Board, effective immediately, to pursue another opportunity. His decision to resign was not the result of any disagreement with the Company, management, or the Board on any matter relating to the Company's operations, policies or practices.
お知らせ • Nov 07NRG Energy, Inc. (NYSE:NRG) announces an Equity Buyback for $3,000 million worth of its shares.NRG Energy, Inc. (NYSE:NRG) announces a share repurchase program. Under the program, the company will repurchase up to $3,000 million worth of its shares. The program is valid till 2028.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$0.70 (vs US$3.79 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.70 (up from US$3.79 loss in 3Q 2024). Revenue: US$7.64b (up 5.7% from 3Q 2024). Net income: US$135.0m (up US$919.0m from 3Q 2024). Profit margin: 1.8% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
Declared Dividend • Oct 27Second quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 3rd November 2025 Payment date: 17th November 2025 Dividend yield will be 0.9%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 96% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 21NRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on November 17, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on November 17, 2025, to stockholders of record as of November 3, 2025.
お知らせ • Sep 22NRG Energy, Inc. to Report Q3, 2025 Results on Nov 06, 2025NRG Energy, Inc. announced that they will report Q3, 2025 results at 9:00 AM, US Eastern Standard Time on Nov 06, 2025
お知らせ • Sep 18NRG Energy, Inc. Raises Earnings Guidance for the Year 2025NRG Energy, Inc. raised earnings guidance for the year 2025. For the year, the company expects net income to be between $1,080 million to $1,200 million against $1,025 million to $1,225 million previously guided.
Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.62 loss per share (vs US$3.47 profit in 2Q 2024)Second quarter 2025 results: US$0.62 loss per share (down from US$3.47 profit in 2Q 2024). Revenue: US$6.74b (up 1.2% from 2Q 2024). Net loss: US$121.0m (down 117% from profit in 2Q 2024). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
お知らせ • Aug 06NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be between $1,025 million to $1,225 million.
お知らせ • Jul 22+ 1 more updateNRG Energy, Inc. Declares Quarterly Dividend on Common Stock, Payable on August 15, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on August 15, 2025, to stockholders of record as of August 1, 2025.
お知らせ • Jul 10Nrg Energy Announces Appointment of Brad Bentley as President, Nrg ConsumerNRG Energy, Inc. announced appointment of Brad Bentley as President, NRG Consumer, effective July 28, 2025. Mr. Bentley will report directly to Larry Coben, Chair, President, and Chief Executive Officer of NRG Energy. Mr. Bentley brings to NRG decades of experience in consumer innovation, product development, and marketing. He will lead NRG’s Home Energy and Smart Home businesses, which serve more than 8 million customers across North America. As a leading competitive retail energy provider and smart home provider, NRG is redefining how customers experience and manage energy in their homes. Mr. Bentley will be responsible for advancing that vision by strengthening consumer loyalty, accelerating innovation, and delivering technology-enabled solutions that align with the next generation of customer needs. Most recently, Mr. Bentley was Chief Operating Officer, Traveler Operation of Expedia Group, Inc., where he was responsible for the growth and execution of the $10 billion global Expedia Traveler business. Before Expedia, he served as CEO and President of Inspire Clean Energy, a clean energy technology company that was sold to Shell in 2021. Prior to this, he held numerous senior leadership roles at WarnerMedia, AT&T, and DIRECTV. Mr. Bentley holds a bachelor’s degree in marketing from Vanguard University and a master’s degree in marketing from Northwestern University.
お知らせ • Jun 30+ 6 more updatesNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value IndexNRG Energy, Inc.(NYSE:NRG) dropped from Russell Midcap Value Index
Recent Insider Transactions • Jun 05Independent Director recently sold Mex$150m worth of stockOn the 30th of May, Kevin Howell sold around 50k shares on-market at roughly Mex$2,996 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • May 14NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion.NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Portfolio of Natural Gas Generation Facilities And CPower, Inc. from LS Power Development, LLC for $9.3 billion on May 12, 2025. The transaction Enterprise Value of approximately $12.0 billion is comprised of $6.4 billion of cash consideration, $2.8 billion in stock consideration to LS Power (24.25 million shares of NRG stock using the 10-day trailing VWAP of $114.98), $3.2 billion of net debt assumed at closing, less approximately $0.4 billion of the NPV of tax benefits generated directly as a result of the transaction. The transaction is not expected to trigger any change of control provisions under such assumed debt. LS Power is expected to own approximately 11% of the pro forma NRG shares outstanding and has committed to a 6-month lock-up period with respect to its equity ownership of NRG common stock. A portion of LS Power’s shares will be held in a voting trust such that it will control less than 10% of the overall voting rights of NRG stock at all times. The acquisition is expected to close in the first quarter of 2026, subject to customary closing conditions and regulatory approvals including Hart-Scott-Rodino (HSR), Federal Energy Regulatory Commission (FERC), and the New York State Public Service Commission (NYSPSC). The acquisition is expected to be immediately accretive to NRG’s Adjusted Earnings Per Share. Citi and Goldman Sachs & Co. LLC are serving as NRG’s lead M&A advisors. Scotiabank is also serving as M&A advisor to NRG. Citi and Goldman Sachs Bank USA are providing committed financing for the acquisition. White & Case LLP is serving as legal counsel to NRG. Evercore is serving as lead financial advisor to LS Power. J.P. Morgan, Morgan Stanley & Co. LLC and Solomon Partners Securities, LLC, are serving as financial advisors to LS Power. With respect to CPower, Lazard is serving as lead financial advisor and Harris Williams is serving as financial advisor to LS Power. Milbank LLP and Adam Turteltaub, Giovanni Smedley, Archie Fallon and Antonio Yanez of Willkie Farr & Gallagher LLP are serving as legal counsel to LS Power.
お知らせ • May 12NRG Energy, Inc. Reaffirms Earnings Guidance for the Year 2025NRG Energy, Inc. reaffirmed earnings guidance for the year 2025. For the year, the company expects net income to be in the range of $1,025 million to $1,225 million.
お知らせ • May 02NRG Energy, Inc. to Report Q1, 2025 Results on May 12, 2025NRG Energy, Inc. announced that they will report Q1, 2025 results on May 12, 2025
お知らせ • Apr 09NRG Energy, Inc. Announces Quarterly Dividend, Payable on May 15, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. The dividend is payable on May 15, 2025, to stockholders of record as of May 1, 2025.
お知らせ • Apr 07NRG Energy Inc. Announces Rasesh Patel Retires as President, NRG Consumer, Effective May 19, 2025NRG Energy Inc. announced that Rasesh Patel, President, NRG Consumer, has decided to retire, effective May 19, 2025. Afterward, Mr. Patel will remain available in an advisory role to ensure a seamless transition. The Company anticipates naming a successor during the second quarter. Mr. Patel joined NRG in March 2023 as President of Smart Home following the acquisition of Vivint Smart Home. In March 2024, he expanded his role to lead all of NRG’s Consumer businesses, including Home Energy and Smart Home.
お知らせ • Mar 13NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Six power generation facilities from Rockland Capital, LP for approximately $560 million.NRG Energy, Inc. (NYSE:NRG) entered into a definitive agreement to acquire Six power generation facilities from Rockland Capital, LP for approximately $560 million on March 12, 2025. The acquisition will be funded through corporate debt. The transaction is subject to Hart-Scott-Rodino regulatory approval. The deal is expected to close in the second quarter of 2025.
お知らせ • Mar 10NRG Energy, Inc., Annual General Meeting, May 01, 2025NRG Energy, Inc., Annual General Meeting, May 01, 2025.
お知らせ • Feb 05NRG Energy, Inc. to Report Q4, 2024 Results on Feb 26, 2025NRG Energy, Inc. announced that they will report Q4, 2024 results on Feb 26, 2025
お知らせ • Jan 23NRG Energy, Inc. Announces Quarterly Dividend, Payable on February 18, 2025NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.44 per share, or $1.76 per share on an annualized basis. This dividend represents an 8% increase from the prior year, in line with the Company’s previously announced annual dividend growth rate target of 7-9% per share. The dividend is payable on February 18, 2025, to stockholders of record as of February 3, 2025.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$2,106, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Electric Utilities industry in South America.
Reported Earnings • Nov 09Third quarter 2024 earnings released: US$3.79 loss per share (vs US$1.42 profit in 3Q 2023)Third quarter 2024 results: US$3.79 loss per share (down from US$1.42 profit in 3Q 2023). Revenue: US$7.22b (down 9.1% from 3Q 2023). Net loss: US$784.0m (down 341% from profit in 3Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Electric Utilities industry in South America.
Declared Dividend • Oct 30Second quarter dividend of US$0.41 announcedShareholders will receive a dividend of US$0.41. Ex-date: 1st November 2024 Payment date: 15th November 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 1.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 12NRG Energy, Inc. Declares Quarterly Dividend on the Common Stock, Payable on November 15, 2024NRG Energy, Inc. announced that its board of directors declared a quarterly dividend on the company’s common stock of $0.4075 per share, or $1.63 per share on an annualized basis. The dividend is payable on November 15, 2024, to stockholders of record as of November 1, 2024.
お知らせ • Sep 26NRG Energy, Inc. to Report Q3, 2024 Results on Nov 08, 2024NRG Energy, Inc. announced that they will report Q3, 2024 results on Nov 08, 2024
New Risk • Aug 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 7.6% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • Aug 09Gamut Capital Management, L.P. entered into a definitive agreement to acquire Airtron Heating & Air Conditioning, Inc. from NRG Energy, Inc. (NYSE:NRG) for $500 million.Gamut Capital Management, L.P. entered into a definitive agreement to acquire Airtron Heating & Air Conditioning, Inc. from NRG Energy, Inc. (NYSE:NRG) for $500 million on August 3, 2024. For the year 2023, Airtron had Adjusted EBITDA of $58 million and Net Income of $29 million. The divestiture is an accretive 8.6x multiple on 2023 Adjusted EBITDA. Jeff Morrow will assume the position of Chief executive Officer. The transaction is subject to regulatory approval under the Hart Scott Rodino act and is expected to close by the end of 2024. Current Capital Partners LLC served as exclusive financial advisor and Constantine Skarvelis, Peter Martelli,Steven Choi, Yuli Wang, Melissa Hutson, Mark Schwed, Joanna Schlingbaum, Shellie Freedman, Steven Ort, Anthony Ji, Michael Krasnovsky, and Jack Bernstein of Kirkland & Ellis LLP served as legal counsel to Gamut.
お知らせ • Aug 03+ 1 more updateNRG Energy, Inc. Appoints Lawrence Coben as Chief Executive OfficerNRG Energy, Inc. announced the appointment of Lawrence Coben, Ph.D., as Chief Executive Officer. Dr. Coben has been serving as Interim Chief Executive Officer since November 20, 2023. He was appointed Chair of the NRG Board of Directors in 2017 and will continue as Chair of the Board as part of his new role. Dr. Coben has been a member of the Board since 2003. From 2003 to 2017, he was Chairman and Chief Executive Officer of various affiliates of Tremisis Energy. Dr. Coben also served on the Board of Directors of SAESA, a Chilean utility, from 2008 to 2010, the Board of Prisma Energy from 2003 to 2006, and the advisory board of Morgan Stanley Infrastructure II, L.P. from 2014 to 2016. Dr. Coben is also Founder and Board Chair of the ESCALA Initiative. Dr. Coben received a Bachelor of Arts in economics from Yale University, a Juris Doctor from Harvard Law School, and a Master of Arts and Ph.D. in anthropology with a focus in archaeology from the University of Pennsylvania.
お知らせ • Jul 20NRG Energy, Inc. Announces Quarterly Dividend, Payable on August 15, 2024NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.4075 per share, or $1.63 per share on an annualized basis. The dividend is payable on August 15, 2024, to stockholders of record as of August 1, 2024.
お知らせ • Jul 16NRG Energy, Inc. to Report Q2, 2024 Results on Aug 08, 2024NRG Energy, Inc. announced that they will report Q2, 2024 results on Aug 08, 2024
お知らせ • Apr 19NRG Energy, Inc. to Report Q1, 2024 Results on May 07, 2024NRG Energy, Inc. announced that they will report Q1, 2024 results on May 07, 2024
お知らせ • Apr 18NRG Energy, Inc. Announces Quarterly Dividend on Common Stock, Payable on May 15, 2024NRG Energy, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.4075 per share, or $1.63 per share on an annualized basis. The dividend is payable on May 15, 2024, to stockholders of record as of May 1, 2024.
お知らせ • Mar 27NRG Energy, Inc. Announces Leadership ChangesNRG Energy Inc. announced that Elizabeth Killinger has elected to retire from her role as Executive Vice President, NRG Home. Rasesh Patel has been named President, NRG Consumer, and will oversee the two separate business segments of Smart Home and Home Energy, effective immediately. Mrs. Killinger will remain with NRG as an advisor to the CEO until January 2025. Rasesh Patel has served as Executive Vice President, Smart Home and President of Vivint, since March 2023 following the close of NRG’s acquisition, and served as Chief Operating Officer of Vivint from May 2022 to March 2023. Prior to joining Vivint, he held numerous senior leadership positions with AT&T and DIRECTV. In those roles, Mr. Patel led teams responsible for approximately $35 billion in annual revenue, focused on integrated technology platforms, product solutions, and customer experience. Mr. Patel holds an MBA from UCLA’s AndersonSchool of Management and a bachelor’s degree in electrical and computer engineering from the University of California, Irvine.
Recent Insider Transactions • Mar 20Executive Vice President of Smart Home recently sold Mex$51m worth of stockOn the 14th of March, Rasesh Patel sold around 49k shares on-market at roughly Mex$1,044 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Mar 17NRG Energy, Inc., Annual General Meeting, Apr 25, 2024NRG Energy, Inc., Annual General Meeting, Apr 25, 2024, at 09:00 Eastern Standard Time. Agenda: To elect thirteen directors; to approve, on a non-binding advisory basis, NRG Energy, Inc.’s executive compensation; to ratify the appointment of KPMG LLP as NRG Energy, Inc.’s independent registered public accounting firm for the 2024 fiscal year; and to transact such other business as may properly come before the Annual Meeting and any adjournment or postponement.
