View Future GrowthEversource Energy 過去の業績過去 基準チェック /46Eversource Energyの収益は年間平均-7.2%の割合で減少していますが、 Electric Utilities業界の収益は年間 増加しています。収益は年間6.1% 6.4%割合で 増加しています。 Eversource Energyの自己資本利益率は10.5%であり、純利益率は12.5%です。主要情報-7.19%収益成長率-9.23%EPS成長率Electric Utilities 業界の成長6.28%収益成長率6.36%株主資本利益率10.52%ネット・マージン12.55%次回の業績アップデート30 Jul 2026最近の業績更新お知らせ • Jul 10Eversource Energy to Report Q2, 2026 Results on Jul 30, 2026Eversource Energy announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 30, 2026お知らせ • Apr 17Eversource Energy to Report Q1, 2026 Results on May 06, 2026Eversource Energy announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$4.56 (up from US$2.27 in FY 2024). Revenue: US$13.5b (up 14% from FY 2024). Net income: US$1.69b (up 109% from FY 2024). Profit margin: 13% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.お知らせ • Jan 23Eversource Energy to Report Fiscal Year 2025 Results on Feb 12, 2026Eversource Energy announced that they will report fiscal year 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.99 (up from US$0.33 loss in 3Q 2024). Revenue: US$3.22b (up 5.1% from 3Q 2024). Net income: US$367.5m (up US$485.6m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Oct 16Eversource Energy to Report Q3, 2025 Results on Nov 04, 2025Eversource Energy announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025すべての更新を表示Recent updatesお知らせ • Jul 10Eversource Energy to Report Q2, 2026 Results on Jul 30, 2026Eversource Energy announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 30, 2026ライブニュース • Jul 09Eversource Energy Moves Forward With 1,068 MW Battery Storage Deal in MassachusettsEversource Energy and fellow Massachusetts utilities National Grid and Unitil have filed long-term contracts for three utility-scale battery projects totaling 1,068 MW/4,472 MWh, expected to be in place by 2030. The projects, including Jupiter Power’s 700 MW/2,800 MWh Trimount system and Flatiron Energy’s Energizar and Salt Cod assets, are designed to provide clean peaking capacity and ease transmission congestion in Greater Boston and southeastern Massachusetts while supporting the state’s 5 GW by 2030 and 10 GW by 2035 storage targets. Eversource Energy’s stock trades at about US$73.80, with a gain of 8.4% year to date. These storage contracts tie Eversource Energy more closely to Massachusetts policy goals and to the economics of large battery assets, which can affect future capital needs, regulatory interactions and the balance between regulated returns and project execution risk.お知らせ • Jul 02Aquarion Water Authority completed the acquisition of Aquarion Water Company, Inc. from Eversource Energy (NYSE:ES).Aquarion Water Authority entered into a definitive agreement to acquire Aquarion Water Company, Inc. from Eversource Energy (NYSE:ES) for an enterprise value of approximately $2.4 billion on January 27, 2025. The enterprise value of $2.4 billion includes approximately $1.6 billion in cash and $800 million of net debt that will be extinguished at closing. The transaction is subject to regulatory approval by the Connecticut Public Utilities Regulatory Authority, the Massachusetts Department of Public Utilities, and the New Hampshire Public Utilities Commission, as well as other approvals pursuant to the Hart-Scott-Rodino Antitrust Improvements Act as well as other customary closing conditions. The transaction is expected to close in late 2025. As of November 19, 2025, Connecticut Public Utilities Regulatory Authority (PURA) to reject the proposed sale. The proceeds from the sale will enable Eversource to pay down parent company debt while efficiently reinvesting capital into its core electric and natural gas businesses, enabling additional investments in reliability for customers and strengthening Eversource’s financial position. As of March 6, 2026, the Public Utilities Regulatory Authority (PURA) has issued a Proposed Final Decision that reverses its previous stance and preliminarily approves the $2.4 billion sale of Aquarion Water Company to a new nonprofit entity. As of March 25, 2026, the transaction has been approved by the Connecticut Public Utilities Regulatory Authority. Citi and Morgan Stanley & Co. LLC served as financial advisors to Eversource Energy. Tom Fraser, Marko Zatylny, Bryan Lowrance, Peter Alpert, Pam Glazier, Renata Ferrari, Arek Maczka, Emily Karlberg, David Kaye of Ropes & Gray LLP served as legal counsel to Eversource Energy. Barclays served as M&A advisor to AWA. Aaron M. Gruber, Edward O. Minturn, Craig F. Arcella, Matthew M. Kelly, Lauren Angelilli, Jonathan J. Katz, Sarah W. Colangelo, David J. Kappos, Matthew Morreale and Noah Joshua Phillips of Cravath, Swaine & Moore LLP served as legal counsel to AWA. Aquarion Water Authority completed the acquisition of Aquarion Water Company, Inc. from Eversource Energy (NYSE:ES) on June 30, 2026. The total transaction purchase price was $2.4 billion cash. The adjusted net equity proceeds of approximately $1.7 billion will be used to displace Eversource debt, delivering on our commitment to strengthen the Eversource balance sheet.ナラティブの更新 • Jul 02ES: FERC Return Cut And Aquarion Sale Will Pressure Future ReturnsAnalysts have trimmed their fair value estimate for Eversource Energy from about $61.18 to $57.38 as they factor in a slightly lower profit margin outlook and a reduced future P/E multiple, partially offset by updated assumptions for revenue growth and the discount rate. What’s in the News for Eversource Energy Eversource Energy completed the US$2.4b sale of Aquarion Water Company to the Aquarion Water Authority, a quasi public entity of Connecticut, with plans to direct about US$1.7b of adjusted net equity proceeds to debt reduction, according to recent company reports.Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Trustee Bob Mudge was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.ライブニュース • Jun 25FERC Cuts Transmission Return as Eversource Lowers Profit Outlook and Divests Water UnitEversource Energy said the Federal Energy Regulatory Commission approved a 100 basis point cut to its electric transmission return on equity, applied retroactively to 2011, prompting the company to revise its 2026 profit outlook and file motions to block the order. The company also closed a US$2.4 billion sale of its water utility business, which has affected earnings expectations as Eversource reshapes its portfolio around electric transmission and distribution. Eversource shares trade at US$71.71, with the stock up 5.4% year to date, and Argus shifted its rating from Buy to Hold on June 12 following the regulatory ruling and outlook change. These developments illustrate how regulatory decisions and asset sales can directly influence Eversource’s earnings profile and dividend support, raising the question of whether the transmission ROE reset and loss of water earnings are fully reflected in the current share price.ナラティブの更新 • Jun 18ES: Earnings Strength And Regulatory Risks Will Likely Keep Fair Value SteadyThe analyst price target for Eversource Energy has been revised slightly. Updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E have prompted a modest adjustment that analysts reflect in a new target close to $72 per share.分析記事 • Jun 16Eversource Energy (ES) Stock Could Be 4.6% Undervalued After Connecticut Regulatory PetitionRegulatory petition puts Eversource Energy stock in focus Connecticut’s attorney general has asked federal regulators to scrap a 0.5% return on equity adder that benefits Eversource Energy (ES). This move is putting fresh attention on how regulatory shifts could shape the utility’s earnings profile. See our latest analysis for Eversource Energy. Over the past year, Eversource Energy’s share price has had mixed momentum, with a 30 day share price return of 3.11% and a 90 day share price return...ライブニュース • Jun 08Eversource Energy Beats Estimates Raises Spending Plan as Regulatory Decisions LoomEversource Energy reported first-quarter 2026 adjusted earnings and revenue that were above analyst expectations, supported by higher investments and rate hikes across its segments. The company lifted its 5‑year capital expenditure plan by US$2.3b to US$27.8b for 2026 to 2030, and issued 2026 earnings guidance of US$4.57 to US$4.72 per share, alongside a long-term EPS growth target of 5% to 7%. BMO Capital cut its price target to US$73 from US$75 but kept a Market Perform rating, while DCF and P/E work suggest the stock trades at about a 26% discount to estimated intrinsic value, with a busy regulatory schedule cited as a key factor for valuation. The mix of higher planned capital spending, defined EPS guidance and a long-term growth range provides clearer visibility into how management is approaching earnings and infrastructure build-out. At the same time, the reliance on upcoming regulatory outcomes and the gap between analyst targets and valuation models highlight that regulatory decisions and allowed returns remain central risks to watch.ナラティブの更新 • Jun 04ES: Revised Assumptions And Discount Rate Will Support A Higher MultipleAnalysts have trimmed their price target for Eversource Energy to $85.00 from about $85.95, reflecting updated assumptions for slightly lower revenue growth, profit margin, discount rate, and future P/E expectations. What's in the News No recent company specific news items or key developments were provided in the available sources for Eversource Energy.Seeking Alpha • May 28Eversource: Fundamentals Demand Patience Beyond FERC DecisionSummary Eversource Energy operates in high-growth electricity and natural gas markets, supported by rising U.S. demand and resilient fundamentals. I maintain a Hold rating on ES due to a FERC decision lowering allowed ROE to 9.57% and a potential $880 million refund, pressuring near-term earnings. Despite the decline in natural gas customers, ES's segment earnings rose to $0.7 billion in Q1 2026, and overall revenues remain on a gradual uptrend. Short-term headwinds may resolve by May 2027, with long-term EPS growth guided at 5-7%, but dilution and regulatory risks warrant caution. Read the full article on Seeking AlphaDeclared Dividend • May 11First quarter dividend of US$0.79 announcedShareholders will receive a dividend of US$0.79. Ex-date: 18th May 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 6.6% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08Eversource Energy announces Quarterly dividend, payable on June 30, 2026Eversource Energy announced Quarterly dividend of USD 0.7875 per share payable on June 30, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.Buy Or Sell Opportunity • May 07Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$67.04. The fair value is estimated to be US$83.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.ナラティブの更新 • May 03ES: Earnings Outlook And Margins Will Likely Support Fair Value StabilityAnalysts 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).ナラティブの更新 • Apr 19ES: 2026 Earnings Guidance And Dividend Will Support A Higher MultipleAnalysts 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).お知らせ • Apr 17Eversource Energy to Report Q1, 2026 Results on May 06, 2026Eversource Energy announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026ナラティブの更新 • Apr 05ES: Earnings Outlook And Dividend Policy Will Likely Support Fair Value StabilityAnalysts 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.Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.9% to US$69.28. The fair value is estimated to be US$57.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.お知らせ • Mar 30Eversource Energy, Annual General Meeting, May 06, 2026Eversource Energy, Annual General Meeting, May 06, 2026. Location: ropes & gray llp, 800 boylston street, boston, massachusetts 02199, United Statesナラティブの更新 • Mar 21ES: Steady Dividend And 2026 Earnings Guidance Will Support Fairly Valued SharesAnalysts 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.ナラティブの更新 • Mar 07ES: Earnings Outlook And Dividend Policy Will Likely Support Fair Value StabilityAnalysts 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).Recent Insider Transactions • Mar 03Independent Trustee recently sold US$914k worth of stockOn the 23rd of February, John Kim sold around 12k shares on-market at roughly US$74.04 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.3m more than they bought in the last 12 months.Upcoming Dividend • Feb 26Upcoming dividend of US$0.79 per shareEligible shareholders must have bought the stock before 05 March 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.6%).ナラティブの更新 • Feb 21ES: Earnings Guidance And Dividend Policy Will Likely Support Stable OutlookAnalysts 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).分析記事 • Feb 16Eversource Energy's (NYSE:ES) Shareholders Will Receive A Bigger Dividend Than Last YearEversource Energy ( NYSE:ES ) will increase its dividend from last year's comparable payment on the 31st of March to...Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$4.56 (up from US$2.27 in FY 2024). Revenue: US$13.5b (up 14% from FY 2024). Net income: US$1.69b (up 109% from FY 2024). Profit margin: 13% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.お知らせ • Feb 13Eversource Energy Provides Earnings Guidance for the Full Year of 2026Eversource Energy provided earnings guidance for the full year of 2026. For the period, the company expects earnings is between $4.80 per share and $4.95 per share.ナラティブの更新 • Feb 07ES: Dividend Commitment Will Mask Mounting Risk From Lower Future P/EAnalysts 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).Declared Dividend • Jan 30Third quarter dividend increased to US$0.79Dividend of US$0.79 is 4.7% higher than last year. Ex-date: 5th March 2026 Payment date: 31st March 2026 Dividend yield will be 4.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.1% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 28Eversource Energy Approves Quarterly Dividend, Payable on March 31, 2026The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.7875 per share, payable on March 31, 2026, to shareholders of record as of the close of business on March 5, 2026.ナラティブの更新 • Jan 24ES: Earnings Profile And Board Changes Will Likely Support Stable OutlookAnalysts 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.お知らせ • Jan 23Eversource Energy to Report Fiscal Year 2025 Results on Feb 12, 2026Eversource Energy announced that they will report fiscal year 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026ナラティブの更新 • Jan 09ES: Reaffirmed 2025 EPS Guidance Will Support A Higher Future Earnings MultipleAnalysts 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).ナラティブの更新 • Dec 26ES: Higher Earnings Outlook Will Mask Mounting Risk From Richer MultiplesAnalysts 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).ナラティブの更新 • Dec 11ES: Earnings Outlook And Multiples Will Likely Support A Stable ProfileAnalysts 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).Declared Dividend • Dec 07Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 17th December 2025 Payment date: 31st December 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.1% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 06Eversource Energy Announces Election of W. Robert “Bob” Mudge to Its Board of Trustees and Member of the Audit Committee and Finance and Risk Management Committee, Effective January 1, 2026Eversource Energy announced the election of W. Robert “Bob” Mudge to its Board of Trustees effective January 1, 2026. Mudge was also appointed as a member of the Audit Committee and Finance and Risk Management Committee. Mudge is a proven C-suite leader and board member with deep expertise in technology innovation, system modernization, and operational transformation. He spent more than three decades at Verizon, including seven years as Chief Operating Officer and Executive Vice President, where he led a 40,000-person organization responsible for network operations and service delivery. He directed the transition to a fiber-based platform serving over 20 million homes and businesses and managed an annual capital budget ranging from $6-$8 billion. From 2021 to 2023, Mudge served as CEO of Brightspeed Communications, a $2 billion-plus telecom and internet service provider operating in 20 states. As CEO, he successfully led Brightspeed’s launch as an independent company, recruited its leadership team, and implemented an industry-leading fiber-optic network build. In addition, Mudge has significant governance experience, currently serving on the board of Unitek Global Services. He also previously served on the board of Windstream Communications, providing operational guidance immediately following its restructuring. Mudge holds a bachelor’s degree in business administration from North Adams State College, a Master of Business Administration from Suffolk University, and a professional certificate in telecommunications technology from Northeastern University.お知らせ • Dec 04Eversource Energy Approves a Quarterly Dividend, Payable on December 31, 2025The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.7525 per share, payable on December 31, 2025, to shareholders of record as of the close of business on December 15, 2025.ナラティブの更新 • Nov 27ES: Earnings Guidance And Updated Estimates Will Likely Support Stable OutlookAnalysts 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).ナラティブの更新 • Nov 13ES: Recurring Earnings Guidance And Estimates Signal Steady Performance AheadAnalysts 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).Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.99 (up from US$0.33 loss in 3Q 2024). Revenue: US$3.22b (up 5.1% from 3Q 2024). Net income: US$367.5m (up US$485.6m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Nov 05Eversource Energy Reaffirms Earnings Guidance for the Year Ending December 31, 2025Eversource Energy reaffirmed earnings guidance for the year ending December 31, 2025. For the year, the company reaffirms its expected compound annual earnings per share growth rate within the range of 5% to 7% from a 2024 base of $4.57 per share. As announced in October, the company now in 2025 recurring earnings per share guidance to the range of $4.72 to $4.80 per share to a higher midpoint and reaffirming longer-term EPS growth rate of 5% to 7% off of the 2024 non-GAAP EPS base.ナラティブの更新 • Oct 30ES: Profitability And Margin Improvements Will Support Steady EPS Growth Through 2029The 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.お知らせ • Oct 16Eversource Energy to Report Q3, 2025 Results on Nov 04, 2025Eversource Energy announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025ナラティブの更新 • Oct 15Advanced Grid Modernization And Legislative Support Will Deliver Sustainable DemandEversource 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).ナラティブの更新 • Sep 21Advanced Grid Modernization And Legislative Support Will Deliver Sustainable DemandDespite 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.Declared Dividend • Sep 15Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd September 2025 Payment date: 30th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.7% 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. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 46% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.ナラティブの更新 • Aug 27Advanced Grid Modernization And Legislative Support Will Deliver Sustainable DemandEversource 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.分析記事 • Aug 11Eversource Energy's (NYSE:ES) Performance Is Even Better Than Its Earnings SuggestNYSE:ES 1 Year Share Price vs Fair Value Explore Eversource Energy's Fair Values from the Community and select yours...Reported Earnings • Aug 01Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: US$0.96 (up from US$0.95 in 2Q 2024). Revenue: US$2.84b (up 12% from 2Q 2024). Net income: US$352.7m (up 5.2% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.分析記事 • Jul 19Eversource Energy (NYSE:ES) Shares Could Be 28% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Eversource Energy fair value estimate is US$90.70 Eversource...お知らせ • Jul 10Eversource Energy to Report Q2, 2025 Results on Jul 31, 2025Eversource Energy announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2025お知らせ • May 31Eversource Energy has filed a Follow-on Equity Offering in the amount of $1.2 billion.Eversource Energy has filed a Follow-on Equity Offering in the amount of $1.2 billion. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market OfferingDeclared Dividend • May 05First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 15th May 2025 Payment date: 30th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.7% 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. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 02First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$1.50 (up from US$1.49 in 1Q 2024). Revenue: US$4.12b (up 24% from 1Q 2024). Net income: US$550.8m (up 5.5% from 1Q 2024). Profit margin: 13% (down from 16% in 1Q 2024). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • May 02+ 1 more updateEversource Energy Approves Common Dividend, Payable on June 30, 2025Eversource Energy Board of Trustees approved a common dividend of $0.7525 per share, payable June 30, 2025, to shareholders of record as of May 15, 2025.Seeking Alpha • Mar 25Eversource Energy: One Of The Last Undervalued Regulated UtilitiesSummary 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お知らせ • Mar 11Eversource Energy, Annual General Meeting, May 01, 2025Eversource Energy, Annual General Meeting, May 01, 2025. Location: ropes & gray llp, 800 boylston street, massachusetts 02199, boston United StatesUpcoming Dividend • Feb 25Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 04 March 2025. Payment date: 31 March 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.0%).Seeking Alpha • Feb 16Eversource Energy: Newly Minted Dividend AristocratSummary 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 AlphaReported Earnings • Feb 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$2.27 (up from US$1.27 loss in FY 2023). Revenue: US$11.9b (flat on FY 2023). Net income: US$811.7m (up US$1.25b from FY 2023). Profit margin: 6.8% (up from net loss in FY 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 02Third quarter dividend increased to US$0.75Dividend of US$0.75 is 5.2% higher than last year. Ex-date: 4th March 2025 Payment date: 31st March 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% 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.お知らせ • Jan 30Eversource Energy Declares Quarterly Dividend, Payable on March 31, 2025The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.7525 per share, payable on March 31, 2025, to shareholders of record as of the close of business on March 4, 2025.Seeking Alpha • Dec 09Eversource Energy: An Undervalued Solid Power Utility StockSummary 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 AlphaDeclared Dividend • Dec 08Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 18th December 2024 Payment date: 31st December 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% 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.お知らせ • Dec 05Eversource Energy Declares Quarterly Common Dividend, Payable on December 31, 2024The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.715 per share, payable on December 31, 2024, to shareholders of record as of the close of business on December 18, 2024.Reported Earnings • Nov 05Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.33 loss per share (down from US$0.97 profit in 3Q 2023). Revenue: US$3.06b (up 9.7% from 3Q 2023). Net loss: US$118.1m (down 135% from profit in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Seeking Alpha • Oct 25Eversource Energy: Time To Buy This Quality Dividend Grower NowSummary 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 AlphaSeeking Alpha • Sep 28Eversource Energy's Grid Modernization Ambitions Position It For GrowthSummary 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 AlphaDeclared Dividend • Sep 16Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 23rd September 2024 Payment date: 30th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.9% 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.お知らせ • Sep 13Eversource Energy Approves Quarterly Dividend, Payable on September 30, 2024The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.715 per share, payable on September 30, 2024, to shareholders of record as of the close of business on September 23, 2024.お知らせ • Aug 30Eversource Names Rima Hyder as New VP of Investor RelationsEversource Energy reported Rima Hyder as the company's new Vice President of Investor Relations. The company said that Hyder brings more than 20 years of experience in finance, communications and investor relations, spanning several industries, to Eversource, where she will lead the company's investor relations strategy to develop and maintain strong relationships with the investment community and other key stakeholders. Matt Fallon will continue to support the Investor Relations team and other finance related corporate initiatives. According to a release, prior to joining Eversource, Hyder served as the Vice President of Investor Relations at Crane NXT, a premier industrial technology company and was the company's chief spokesperson to the global investor community. Prior to that, Hyder served as Senior Vice President of Investor Relations at Sportradar, a global sports technology company. Earlier in her career, she led investor relations for companies such as FactSet, Houghton Mifflin Harcourt and Energy Future Holdings. Hyder began her finance career in the utility industry at Exelon Corp. in various finance roles. Hyder earned a master's degree in organizational and social psychology from the London School of Economics in the United Kingdom and a bachelor's degree in accounting and finance with computers from the University of Kent at Canterbury, also in the UK.New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).Reported Earnings • Aug 01Second quarter 2024 earnings: EPS in line with expectations, revenues disappointSecond quarter 2024 results: EPS: US$0.95 (up from US$0.044 in 2Q 2023). Revenue: US$2.53b (down 3.6% from 2Q 2023). Net income: US$335.3m (up US$319.9m from 2Q 2023). Profit margin: 13% (up from 0.6% in 2Q 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Seeking Alpha • Jul 07Eversource Energy: Ready To Catch The Wind, LiterallySummary 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 AlphaDeclared Dividend • May 05First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 15th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.6%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% 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.お知らせ • May 03+ 1 more updateEversource Energy Reaffirms Earnings Guidance for the Year 2024Eversource Energy reaffirmed earnings guidance for the year 2024. The company reaffirmed its compound annual earnings per share growth rate within the range of 5% to 7% from a 2023 base of $4.34 per share.Reported Earnings • May 02First quarter 2024 earnings: EPS in line with expectations, revenues disappointFirst quarter 2024 results: EPS: US$1.49 (up from US$1.41 in 1Q 2023). Revenue: US$3.33b (down 12% from 1Q 2023). Net income: US$521.8m (up 6.2% from 1Q 2023). Profit margin: 16% (up from 13% in 1Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Seeking Alpha • Apr 10Eversource's Offshore Wind Lessons Have Created A Buying OpportunitySummary 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お知らせ • Mar 23Eversource Energy, Annual General Meeting, May 01, 2024Eversource Energy, Annual General Meeting, May 01, 2024, at 10:30 Eastern Standard Time. Location: Ropes & Gray LLP, 800 Boylston Street Boston Massachusetts United States Agenda: To consider Elect the nine nominees named in the proxy statement as Trustees to hold office until the 2025 Annual Meeting; Consider an advisory proposal approving the compensation of Named Executive Officers; Ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for 202; Consider a shareholder proposal titled “Simple Majority Vote,” if properly brought before the meeting;Consider other matters that may properly come before the meeting.Upcoming Dividend • Feb 26Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 04 March 2024. Payment date: 29 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.9%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (3.7%).収支内訳Eversource Energy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:ES 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2613,9331,748-151031 Dec 2513,5471,692-139030 Sep 2513,1491,344-130030 Jun 2512,991858-126031 Mar 2512,687841-120031 Dec 2411,901812-115030 Sep 2411,624-549-126030 Jun 2411,352-92-123031 Mar 2411,448-412-126031 Dec 2311,911-442-133030 Sep 2312,2461,166-152030 Jun 2312,6701,176-179031 Mar 2312,6141,453-200031 Dec 2212,2891,405-220030 Sep 2211,7421,391-185030 Jun 2210,9591,325-151031 Mar 2210,5091,298-119031 Dec 219,8631,221-84030 Sep 219,6151,186-74030 Jun 219,5261,249-63031 Mar 219,3571,237-52031 Dec 208,9041,205-44030 Sep 208,7211,183-42030 Jun 208,5531,156-42031 Mar 208,484935-37031 Dec 198,526909-31030 Sep 198,511890-39030 Jun 198,607861-44031 Mar 198,5761,072-53031 Dec 188,4481,033-61030 Sep 188,3091,039-52030 Jun 188,0261,010-60031 Mar 187,935998-37031 Dec 177,752988-30030 Sep 177,633980-23030 Jun 177,6849850031 Mar 177,689958-8031 Dec 167,639942-19030 Sep 167,5548950030 Jun 167,4478660031 Mar 167,4978690031 Dec 157,9558780030 Sep 158,14591800質の高い収益: ESは 高品質の収益 を持っています。利益率の向上: ESの現在の純利益率 (12.5%)は、昨年(6.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ESの収益は過去 5 年間で年間7.2%減少しました。成長の加速: ESの過去 1 年間の収益成長率 ( 108% ) は、5 年間の平均 ( 年間-7.2%を上回っています。収益対業界: ESの過去 1 年間の収益成長率 ( 108% ) はElectric Utilities業界8.8%を上回りました。株主資本利益率高いROE: ESの 自己資本利益率 ( 10.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YUtilities 、過去の業績が好調な企業。View Financial Health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2026/07/12 04:26終値2026/07/10 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Eversource Energy 6 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Gary HovisArgus Research CompanyDaniel FordBarclaysNicholas CampanellaBarclays24 その他のアナリストを表示
お知らせ • Jul 10Eversource Energy to Report Q2, 2026 Results on Jul 30, 2026Eversource Energy announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 30, 2026
お知らせ • Apr 17Eversource Energy to Report Q1, 2026 Results on May 06, 2026Eversource Energy announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$4.56 (up from US$2.27 in FY 2024). Revenue: US$13.5b (up 14% from FY 2024). Net income: US$1.69b (up 109% from FY 2024). Profit margin: 13% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
お知らせ • Jan 23Eversource Energy to Report Fiscal Year 2025 Results on Feb 12, 2026Eversource Energy announced that they will report fiscal year 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.99 (up from US$0.33 loss in 3Q 2024). Revenue: US$3.22b (up 5.1% from 3Q 2024). Net income: US$367.5m (up US$485.6m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 16Eversource Energy to Report Q3, 2025 Results on Nov 04, 2025Eversource Energy announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
お知らせ • Jul 10Eversource Energy to Report Q2, 2026 Results on Jul 30, 2026Eversource Energy announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 30, 2026
ライブニュース • Jul 09Eversource Energy Moves Forward With 1,068 MW Battery Storage Deal in MassachusettsEversource Energy and fellow Massachusetts utilities National Grid and Unitil have filed long-term contracts for three utility-scale battery projects totaling 1,068 MW/4,472 MWh, expected to be in place by 2030. The projects, including Jupiter Power’s 700 MW/2,800 MWh Trimount system and Flatiron Energy’s Energizar and Salt Cod assets, are designed to provide clean peaking capacity and ease transmission congestion in Greater Boston and southeastern Massachusetts while supporting the state’s 5 GW by 2030 and 10 GW by 2035 storage targets. Eversource Energy’s stock trades at about US$73.80, with a gain of 8.4% year to date. These storage contracts tie Eversource Energy more closely to Massachusetts policy goals and to the economics of large battery assets, which can affect future capital needs, regulatory interactions and the balance between regulated returns and project execution risk.
お知らせ • Jul 02Aquarion Water Authority completed the acquisition of Aquarion Water Company, Inc. from Eversource Energy (NYSE:ES).Aquarion Water Authority entered into a definitive agreement to acquire Aquarion Water Company, Inc. from Eversource Energy (NYSE:ES) for an enterprise value of approximately $2.4 billion on January 27, 2025. The enterprise value of $2.4 billion includes approximately $1.6 billion in cash and $800 million of net debt that will be extinguished at closing. The transaction is subject to regulatory approval by the Connecticut Public Utilities Regulatory Authority, the Massachusetts Department of Public Utilities, and the New Hampshire Public Utilities Commission, as well as other approvals pursuant to the Hart-Scott-Rodino Antitrust Improvements Act as well as other customary closing conditions. The transaction is expected to close in late 2025. As of November 19, 2025, Connecticut Public Utilities Regulatory Authority (PURA) to reject the proposed sale. The proceeds from the sale will enable Eversource to pay down parent company debt while efficiently reinvesting capital into its core electric and natural gas businesses, enabling additional investments in reliability for customers and strengthening Eversource’s financial position. As of March 6, 2026, the Public Utilities Regulatory Authority (PURA) has issued a Proposed Final Decision that reverses its previous stance and preliminarily approves the $2.4 billion sale of Aquarion Water Company to a new nonprofit entity. As of March 25, 2026, the transaction has been approved by the Connecticut Public Utilities Regulatory Authority. Citi and Morgan Stanley & Co. LLC served as financial advisors to Eversource Energy. Tom Fraser, Marko Zatylny, Bryan Lowrance, Peter Alpert, Pam Glazier, Renata Ferrari, Arek Maczka, Emily Karlberg, David Kaye of Ropes & Gray LLP served as legal counsel to Eversource Energy. Barclays served as M&A advisor to AWA. Aaron M. Gruber, Edward O. Minturn, Craig F. Arcella, Matthew M. Kelly, Lauren Angelilli, Jonathan J. Katz, Sarah W. Colangelo, David J. Kappos, Matthew Morreale and Noah Joshua Phillips of Cravath, Swaine & Moore LLP served as legal counsel to AWA. Aquarion Water Authority completed the acquisition of Aquarion Water Company, Inc. from Eversource Energy (NYSE:ES) on June 30, 2026. The total transaction purchase price was $2.4 billion cash. The adjusted net equity proceeds of approximately $1.7 billion will be used to displace Eversource debt, delivering on our commitment to strengthen the Eversource balance sheet.
ナラティブの更新 • Jul 02ES: FERC Return Cut And Aquarion Sale Will Pressure Future ReturnsAnalysts have trimmed their fair value estimate for Eversource Energy from about $61.18 to $57.38 as they factor in a slightly lower profit margin outlook and a reduced future P/E multiple, partially offset by updated assumptions for revenue growth and the discount rate. What’s in the News for Eversource Energy Eversource Energy completed the US$2.4b sale of Aquarion Water Company to the Aquarion Water Authority, a quasi public entity of Connecticut, with plans to direct about US$1.7b of adjusted net equity proceeds to debt reduction, according to recent company reports.
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Trustee Bob Mudge was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
ライブニュース • Jun 25FERC Cuts Transmission Return as Eversource Lowers Profit Outlook and Divests Water UnitEversource Energy said the Federal Energy Regulatory Commission approved a 100 basis point cut to its electric transmission return on equity, applied retroactively to 2011, prompting the company to revise its 2026 profit outlook and file motions to block the order. The company also closed a US$2.4 billion sale of its water utility business, which has affected earnings expectations as Eversource reshapes its portfolio around electric transmission and distribution. Eversource shares trade at US$71.71, with the stock up 5.4% year to date, and Argus shifted its rating from Buy to Hold on June 12 following the regulatory ruling and outlook change. These developments illustrate how regulatory decisions and asset sales can directly influence Eversource’s earnings profile and dividend support, raising the question of whether the transmission ROE reset and loss of water earnings are fully reflected in the current share price.
ナラティブの更新 • Jun 18ES: Earnings Strength And Regulatory Risks Will Likely Keep Fair Value SteadyThe analyst price target for Eversource Energy has been revised slightly. Updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E have prompted a modest adjustment that analysts reflect in a new target close to $72 per share.
分析記事 • Jun 16Eversource Energy (ES) Stock Could Be 4.6% Undervalued After Connecticut Regulatory PetitionRegulatory petition puts Eversource Energy stock in focus Connecticut’s attorney general has asked federal regulators to scrap a 0.5% return on equity adder that benefits Eversource Energy (ES). This move is putting fresh attention on how regulatory shifts could shape the utility’s earnings profile. See our latest analysis for Eversource Energy. Over the past year, Eversource Energy’s share price has had mixed momentum, with a 30 day share price return of 3.11% and a 90 day share price return...
ライブニュース • Jun 08Eversource Energy Beats Estimates Raises Spending Plan as Regulatory Decisions LoomEversource Energy reported first-quarter 2026 adjusted earnings and revenue that were above analyst expectations, supported by higher investments and rate hikes across its segments. The company lifted its 5‑year capital expenditure plan by US$2.3b to US$27.8b for 2026 to 2030, and issued 2026 earnings guidance of US$4.57 to US$4.72 per share, alongside a long-term EPS growth target of 5% to 7%. BMO Capital cut its price target to US$73 from US$75 but kept a Market Perform rating, while DCF and P/E work suggest the stock trades at about a 26% discount to estimated intrinsic value, with a busy regulatory schedule cited as a key factor for valuation. The mix of higher planned capital spending, defined EPS guidance and a long-term growth range provides clearer visibility into how management is approaching earnings and infrastructure build-out. At the same time, the reliance on upcoming regulatory outcomes and the gap between analyst targets and valuation models highlight that regulatory decisions and allowed returns remain central risks to watch.
ナラティブの更新 • Jun 04ES: Revised Assumptions And Discount Rate Will Support A Higher MultipleAnalysts have trimmed their price target for Eversource Energy to $85.00 from about $85.95, reflecting updated assumptions for slightly lower revenue growth, profit margin, discount rate, and future P/E expectations. What's in the News No recent company specific news items or key developments were provided in the available sources for Eversource Energy.
Seeking Alpha • May 28Eversource: Fundamentals Demand Patience Beyond FERC DecisionSummary Eversource Energy operates in high-growth electricity and natural gas markets, supported by rising U.S. demand and resilient fundamentals. I maintain a Hold rating on ES due to a FERC decision lowering allowed ROE to 9.57% and a potential $880 million refund, pressuring near-term earnings. Despite the decline in natural gas customers, ES's segment earnings rose to $0.7 billion in Q1 2026, and overall revenues remain on a gradual uptrend. Short-term headwinds may resolve by May 2027, with long-term EPS growth guided at 5-7%, but dilution and regulatory risks warrant caution. Read the full article on Seeking Alpha
Declared Dividend • May 11First quarter dividend of US$0.79 announcedShareholders will receive a dividend of US$0.79. Ex-date: 18th May 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 6.6% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08Eversource Energy announces Quarterly dividend, payable on June 30, 2026Eversource Energy announced Quarterly dividend of USD 0.7875 per share payable on June 30, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.
Buy Or Sell Opportunity • May 07Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$67.04. The fair value is estimated to be US$83.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
ナラティブの更新 • May 03ES: Earnings Outlook And Margins Will Likely Support Fair Value StabilityAnalysts 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).
ナラティブの更新 • Apr 19ES: 2026 Earnings Guidance And Dividend Will Support A Higher MultipleAnalysts 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).
お知らせ • Apr 17Eversource Energy to Report Q1, 2026 Results on May 06, 2026Eversource Energy announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
ナラティブの更新 • Apr 05ES: Earnings Outlook And Dividend Policy Will Likely Support Fair Value StabilityAnalysts 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.
Buy Or Sell Opportunity • Mar 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.9% to US$69.28. The fair value is estimated to be US$57.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
お知らせ • Mar 30Eversource Energy, Annual General Meeting, May 06, 2026Eversource Energy, Annual General Meeting, May 06, 2026. Location: ropes & gray llp, 800 boylston street, boston, massachusetts 02199, United States
ナラティブの更新 • Mar 21ES: Steady Dividend And 2026 Earnings Guidance Will Support Fairly Valued SharesAnalysts 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.
ナラティブの更新 • Mar 07ES: Earnings Outlook And Dividend Policy Will Likely Support Fair Value StabilityAnalysts 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).
Recent Insider Transactions • Mar 03Independent Trustee recently sold US$914k worth of stockOn the 23rd of February, John Kim sold around 12k shares on-market at roughly US$74.04 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.3m more than they bought in the last 12 months.
Upcoming Dividend • Feb 26Upcoming dividend of US$0.79 per shareEligible shareholders must have bought the stock before 05 March 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.6%).
ナラティブの更新 • Feb 21ES: Earnings Guidance And Dividend Policy Will Likely Support Stable OutlookAnalysts 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).
分析記事 • Feb 16Eversource Energy's (NYSE:ES) Shareholders Will Receive A Bigger Dividend Than Last YearEversource Energy ( NYSE:ES ) will increase its dividend from last year's comparable payment on the 31st of March to...
Reported Earnings • Feb 16Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$4.56 (up from US$2.27 in FY 2024). Revenue: US$13.5b (up 14% from FY 2024). Net income: US$1.69b (up 109% from FY 2024). Profit margin: 13% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
お知らせ • Feb 13Eversource Energy Provides Earnings Guidance for the Full Year of 2026Eversource Energy provided earnings guidance for the full year of 2026. For the period, the company expects earnings is between $4.80 per share and $4.95 per share.
ナラティブの更新 • Feb 07ES: Dividend Commitment Will Mask Mounting Risk From Lower Future P/EAnalysts 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).
Declared Dividend • Jan 30Third quarter dividend increased to US$0.79Dividend of US$0.79 is 4.7% higher than last year. Ex-date: 5th March 2026 Payment date: 31st March 2026 Dividend yield will be 4.4%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.1% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 28Eversource Energy Approves Quarterly Dividend, Payable on March 31, 2026The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.7875 per share, payable on March 31, 2026, to shareholders of record as of the close of business on March 5, 2026.
ナラティブの更新 • Jan 24ES: Earnings Profile And Board Changes Will Likely Support Stable OutlookAnalysts 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.
お知らせ • Jan 23Eversource Energy to Report Fiscal Year 2025 Results on Feb 12, 2026Eversource Energy announced that they will report fiscal year 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
ナラティブの更新 • Jan 09ES: Reaffirmed 2025 EPS Guidance Will Support A Higher Future Earnings MultipleAnalysts 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).
ナラティブの更新 • Dec 26ES: Higher Earnings Outlook Will Mask Mounting Risk From Richer MultiplesAnalysts 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).
ナラティブの更新 • Dec 11ES: Earnings Outlook And Multiples Will Likely Support A Stable ProfileAnalysts 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).
Declared Dividend • Dec 07Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 17th December 2025 Payment date: 31st December 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.1% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 06Eversource Energy Announces Election of W. Robert “Bob” Mudge to Its Board of Trustees and Member of the Audit Committee and Finance and Risk Management Committee, Effective January 1, 2026Eversource Energy announced the election of W. Robert “Bob” Mudge to its Board of Trustees effective January 1, 2026. Mudge was also appointed as a member of the Audit Committee and Finance and Risk Management Committee. Mudge is a proven C-suite leader and board member with deep expertise in technology innovation, system modernization, and operational transformation. He spent more than three decades at Verizon, including seven years as Chief Operating Officer and Executive Vice President, where he led a 40,000-person organization responsible for network operations and service delivery. He directed the transition to a fiber-based platform serving over 20 million homes and businesses and managed an annual capital budget ranging from $6-$8 billion. From 2021 to 2023, Mudge served as CEO of Brightspeed Communications, a $2 billion-plus telecom and internet service provider operating in 20 states. As CEO, he successfully led Brightspeed’s launch as an independent company, recruited its leadership team, and implemented an industry-leading fiber-optic network build. In addition, Mudge has significant governance experience, currently serving on the board of Unitek Global Services. He also previously served on the board of Windstream Communications, providing operational guidance immediately following its restructuring. Mudge holds a bachelor’s degree in business administration from North Adams State College, a Master of Business Administration from Suffolk University, and a professional certificate in telecommunications technology from Northeastern University.
お知らせ • Dec 04Eversource Energy Approves a Quarterly Dividend, Payable on December 31, 2025The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.7525 per share, payable on December 31, 2025, to shareholders of record as of the close of business on December 15, 2025.
ナラティブの更新 • Nov 27ES: Earnings Guidance And Updated Estimates Will Likely Support Stable OutlookAnalysts 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).
ナラティブの更新 • Nov 13ES: Recurring Earnings Guidance And Estimates Signal Steady Performance AheadAnalysts 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).
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.99 (up from US$0.33 loss in 3Q 2024). Revenue: US$3.22b (up 5.1% from 3Q 2024). Net income: US$367.5m (up US$485.6m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 05Eversource Energy Reaffirms Earnings Guidance for the Year Ending December 31, 2025Eversource Energy reaffirmed earnings guidance for the year ending December 31, 2025. For the year, the company reaffirms its expected compound annual earnings per share growth rate within the range of 5% to 7% from a 2024 base of $4.57 per share. As announced in October, the company now in 2025 recurring earnings per share guidance to the range of $4.72 to $4.80 per share to a higher midpoint and reaffirming longer-term EPS growth rate of 5% to 7% off of the 2024 non-GAAP EPS base.
ナラティブの更新 • Oct 30ES: Profitability And Margin Improvements Will Support Steady EPS Growth Through 2029The 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.
お知らせ • Oct 16Eversource Energy to Report Q3, 2025 Results on Nov 04, 2025Eversource Energy announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
ナラティブの更新 • Oct 15Advanced Grid Modernization And Legislative Support Will Deliver Sustainable DemandEversource 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).
ナラティブの更新 • Sep 21Advanced Grid Modernization And Legislative Support Will Deliver Sustainable DemandDespite 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.
Declared Dividend • Sep 15Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd September 2025 Payment date: 30th September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.7% 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. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 46% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
ナラティブの更新 • Aug 27Advanced Grid Modernization And Legislative Support Will Deliver Sustainable DemandEversource 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.
分析記事 • Aug 11Eversource Energy's (NYSE:ES) Performance Is Even Better Than Its Earnings SuggestNYSE:ES 1 Year Share Price vs Fair Value Explore Eversource Energy's Fair Values from the Community and select yours...
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS in line with expectations, revenues disappointSecond quarter 2025 results: EPS: US$0.96 (up from US$0.95 in 2Q 2024). Revenue: US$2.84b (up 12% from 2Q 2024). Net income: US$352.7m (up 5.2% from 2Q 2024). Profit margin: 12% (in line with 2Q 2024). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 19Eversource Energy (NYSE:ES) Shares Could Be 28% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Eversource Energy fair value estimate is US$90.70 Eversource...
お知らせ • Jul 10Eversource Energy to Report Q2, 2025 Results on Jul 31, 2025Eversource Energy announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2025
お知らせ • May 31Eversource Energy has filed a Follow-on Equity Offering in the amount of $1.2 billion.Eversource Energy has filed a Follow-on Equity Offering in the amount of $1.2 billion. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market Offering
Declared Dividend • May 05First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 15th May 2025 Payment date: 30th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.7% 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. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 02First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$1.50 (up from US$1.49 in 1Q 2024). Revenue: US$4.12b (up 24% from 1Q 2024). Net income: US$550.8m (up 5.5% from 1Q 2024). Profit margin: 13% (down from 16% in 1Q 2024). Revenue exceeded analyst estimates by 9.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • May 02+ 1 more updateEversource Energy Approves Common Dividend, Payable on June 30, 2025Eversource Energy Board of Trustees approved a common dividend of $0.7525 per share, payable June 30, 2025, to shareholders of record as of May 15, 2025.
Seeking Alpha • Mar 25Eversource Energy: One Of The Last Undervalued Regulated UtilitiesSummary 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
お知らせ • Mar 11Eversource Energy, Annual General Meeting, May 01, 2025Eversource Energy, Annual General Meeting, May 01, 2025. Location: ropes & gray llp, 800 boylston street, massachusetts 02199, boston United States
Upcoming Dividend • Feb 25Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 04 March 2025. Payment date: 31 March 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.0%).
Seeking Alpha • Feb 16Eversource Energy: Newly Minted Dividend AristocratSummary 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
Reported Earnings • Feb 12Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$2.27 (up from US$1.27 loss in FY 2023). Revenue: US$11.9b (flat on FY 2023). Net income: US$811.7m (up US$1.25b from FY 2023). Profit margin: 6.8% (up from net loss in FY 2023). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 02Third quarter dividend increased to US$0.75Dividend of US$0.75 is 5.2% higher than last year. Ex-date: 4th March 2025 Payment date: 31st March 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% 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.
お知らせ • Jan 30Eversource Energy Declares Quarterly Dividend, Payable on March 31, 2025The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.7525 per share, payable on March 31, 2025, to shareholders of record as of the close of business on March 4, 2025.
Seeking Alpha • Dec 09Eversource Energy: An Undervalued Solid Power Utility StockSummary 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
Declared Dividend • Dec 08Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 18th December 2024 Payment date: 31st December 2024 Dividend yield will be 4.8%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.2% 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.
お知らせ • Dec 05Eversource Energy Declares Quarterly Common Dividend, Payable on December 31, 2024The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.715 per share, payable on December 31, 2024, to shareholders of record as of the close of business on December 18, 2024.
Reported Earnings • Nov 05Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.33 loss per share (down from US$0.97 profit in 3Q 2023). Revenue: US$3.06b (up 9.7% from 3Q 2023). Net loss: US$118.1m (down 135% from profit in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Seeking Alpha • Oct 25Eversource Energy: Time To Buy This Quality Dividend Grower NowSummary 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 28Eversource Energy's Grid Modernization Ambitions Position It For GrowthSummary 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
Declared Dividend • Sep 16Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 23rd September 2024 Payment date: 30th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.9% 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.
お知らせ • Sep 13Eversource Energy Approves Quarterly Dividend, Payable on September 30, 2024The Board of Trustees of Eversource Energy approved a quarterly dividend of $0.715 per share, payable on September 30, 2024, to shareholders of record as of the close of business on September 23, 2024.
お知らせ • Aug 30Eversource Names Rima Hyder as New VP of Investor RelationsEversource Energy reported Rima Hyder as the company's new Vice President of Investor Relations. The company said that Hyder brings more than 20 years of experience in finance, communications and investor relations, spanning several industries, to Eversource, where she will lead the company's investor relations strategy to develop and maintain strong relationships with the investment community and other key stakeholders. Matt Fallon will continue to support the Investor Relations team and other finance related corporate initiatives. According to a release, prior to joining Eversource, Hyder served as the Vice President of Investor Relations at Crane NXT, a premier industrial technology company and was the company's chief spokesperson to the global investor community. Prior to that, Hyder served as Senior Vice President of Investor Relations at Sportradar, a global sports technology company. Earlier in her career, she led investor relations for companies such as FactSet, Houghton Mifflin Harcourt and Energy Future Holdings. Hyder began her finance career in the utility industry at Exelon Corp. in various finance roles. Hyder earned a master's degree in organizational and social psychology from the London School of Economics in the United Kingdom and a bachelor's degree in accounting and finance with computers from the University of Kent at Canterbury, also in the UK.
New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.6% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
Reported Earnings • Aug 01Second quarter 2024 earnings: EPS in line with expectations, revenues disappointSecond quarter 2024 results: EPS: US$0.95 (up from US$0.044 in 2Q 2023). Revenue: US$2.53b (down 3.6% from 2Q 2023). Net income: US$335.3m (up US$319.9m from 2Q 2023). Profit margin: 13% (up from 0.6% in 2Q 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Jul 07Eversource Energy: Ready To Catch The Wind, LiterallySummary 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
Declared Dividend • May 05First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 15th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.6%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% 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.
お知らせ • May 03+ 1 more updateEversource Energy Reaffirms Earnings Guidance for the Year 2024Eversource Energy reaffirmed earnings guidance for the year 2024. The company reaffirmed its compound annual earnings per share growth rate within the range of 5% to 7% from a 2023 base of $4.34 per share.
Reported Earnings • May 02First quarter 2024 earnings: EPS in line with expectations, revenues disappointFirst quarter 2024 results: EPS: US$1.49 (up from US$1.41 in 1Q 2023). Revenue: US$3.33b (down 12% from 1Q 2023). Net income: US$521.8m (up 6.2% from 1Q 2023). Profit margin: 16% (up from 13% in 1Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Apr 10Eversource's Offshore Wind Lessons Have Created A Buying OpportunitySummary 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
お知らせ • Mar 23Eversource Energy, Annual General Meeting, May 01, 2024Eversource Energy, Annual General Meeting, May 01, 2024, at 10:30 Eastern Standard Time. Location: Ropes & Gray LLP, 800 Boylston Street Boston Massachusetts United States Agenda: To consider Elect the nine nominees named in the proxy statement as Trustees to hold office until the 2025 Annual Meeting; Consider an advisory proposal approving the compensation of Named Executive Officers; Ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for 202; Consider a shareholder proposal titled “Simple Majority Vote,” if properly brought before the meeting;Consider other matters that may properly come before the meeting.
Upcoming Dividend • Feb 26Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 04 March 2024. Payment date: 29 March 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.9%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (3.7%).