Entergy Corporation

NYSE:ETR 주식 리포트

시가총액: US$51.5b

Entergy 경영진

경영진 기준 점검 3/4

Entergy CEO는 Drew Marsh, Nov2022 에 임명되었습니다 의 임기는 3.5 년입니다. 총 연간 보상은 $16.75M, 7.7% 급여 및 92.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $50.91M 가치에 해당하는 회사 주식의 0.099% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.5 년과 10.7 년입니다.

핵심 정보

Drew Marsh

최고경영자

US$16.8m

총 보수

CEO 급여 비율7.68%
CEO 재임 기간3.5yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간3.5yrs
이사회 평균 재임 기간10.7yrs

최근 경영진 업데이트

Recent updates

분석 기사 May 11

Entergy's (NYSE:ETR) Earnings Are Weaker Than They Seem

Entergy Corporation's ( NYSE:ETR ) robust earnings report didn't manage to move the market for its stock. Our analysis...
내러티브 업데이트 May 04

ETR: Gulf Coast Regulation And Data Center Plans Will Shape Future EPS Path

Analysts have lifted the Entergy price target by about $4, citing updated assumptions for fair value, revenue growth, profit margin, and future P/E as key drivers for the change. Analyst Commentary Recent Street research on Entergy has leaned toward higher valuation assumptions, with a series of price target increases clustered around the latest earnings and guidance updates.
내러티브 업데이트 Apr 19

ETR: Gulf Coast Regulation And Data Center Plans Will Shape Capital Deployment

Analysts have nudged the base case fair value estimate for Entergy up by $2 to $115.56, reflecting a series of price target increases that cite updated earnings estimates, reaffirmed long term guidance, and higher capital plans across recent research updates. Analyst Commentary Recent Street research around Entergy has been active, with multiple firms revisiting their models and price targets after the latest Q4 reporting cycle and updated guidance from the company.
내러티브 업데이트 Apr 04

ETR: Gulf Coast Demand And Regulation Will Guide Data Center Capital Plans

Entergy's fair value estimate has moved from $109.15 to $113.56 as analysts lift price targets across the sector, citing updated earnings guidance, increased capital plans, and expectations for continued industrial and data center driven demand. Analyst Commentary Recent research shows a cluster of price target revisions around Entergy, with most firms raising their targets and a smaller group trimming them.
Seeking Alpha Mar 29

Entergy: Meta Deal Exemplifies Its Strong Growth Profile (Rating Downgrade)

Summary Entergy has rallied over 30% in the past year, driven by data center demand and a favorable capex cycle. The Meta deal secures 5.2 GW of new capacity, shifts project risk to Meta, and reduces regulatory and customer inflation risks for ETR. ETR maintains a robust balance sheet, targets 8%+ EPS growth through 2029, and expects 6-9% dividend growth over the next four years. With shares now trading at 25x earnings and most upside realized, I downgrade ETR to 'hold' as risk/reward normalizes. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 20

ETR: Gulf Coast Demand And Regulation Will Shape Future Data Center Outlook

The analyst price target for Entergy has been revised higher to $109.15 from $107.37, as analysts factor in updated Street targets and company guidance that points to steadier margins, a slightly different growth mix, and modestly higher assumed future P/E levels. Analyst Commentary Recent research updates on Entergy show a cluster of higher price targets, with most Street commentary focused on the company’s long term earnings outlook, capital plan, and exposure to industrial and data center demand in its service territories.
내러티브 업데이트 Mar 06

ETR: Gulf Coast Demand And Regulation Will Shape Future Balanced Outlook

The analyst price target for Entergy in this update edges higher to about $107, with analysts pointing to refreshed Q4 earnings season estimates, reaffirmed long term EPS growth guidance, and an expanded 2026 to 2029 capital and sales growth plan as key supports for their outlook. Analyst Commentary Bullish and cautious voices are both active around Entergy, with recent research pointing to updated earnings estimates, refreshed long term guidance, and a larger capital plan as key inputs into valuation and risk assessments.
내러티브 업데이트 Feb 19

ETR: Gulf Coast Power Demand And Regulation Will Drive Future Balanced Outlook

Analysts have lifted their fair value estimate for Entergy to $106.65 from $105.28, reflecting modestly higher assumptions for revenue growth and future P/E, partially offset by a slightly lower profit margin outlook, in step with a series of recent price target increases across the Street. Analyst Commentary Recent research on Entergy clusters around a constructive view on earnings growth and customer demand, with a smaller group of cautious voices focused on valuation risks and regulatory execution.
내러티브 업데이트 Feb 04

ETR: Gulf Coast Load Projects And Regulation Will Shape Fairly Balanced Outlook

Analysts have nudged their fair value estimate for Entergy slightly higher to about $105.28, reflecting a combination of modestly adjusted growth and margin assumptions, along with recent Street price target changes that have moved both up and down. Analyst Commentary Recent research on Entergy reflects a mix of supportive and cautious views, with price targets moving both higher and lower as analysts update their assumptions on growth, regulation, and customer demand.
내러티브 업데이트 Jan 21

ETR: Gulf Coast Load Expansion And Supportive Regulation Will Shape Balanced Outlook

Narrative Update The analyst price target for Entergy edges higher to about $105 per share as analysts factor in slightly stronger revenue growth, modestly higher profit margins, and a lower discount rate. This view is partly supported by recent research citing industrial and data center demand along with constructive state regulatory environments.
내러티브 업데이트 Jan 07

ETR: Gulf Coast Load Growth And New Deals Will Support Premium Position

The analyst price target for Entergy has been lifted by about US$0.65, supported by analysts who cite continued industrial demand growth in its Gulf Coast service areas and an ongoing growth narrative tied to new large customer agreements. Analyst Commentary Recent research notes show a cluster of higher price targets on Entergy, with bullish analysts generally pointing to industrial demand in the Gulf Coast region and the company’s customer growth story as key supports for valuation.
내러티브 업데이트 Dec 16

ETR: New Large-Load Deals And Dividend Increases Will Support Premium Position

The analyst price target for Entergy has edged higher to approximately $104, up modestly from about $103.60. Analysts point to the companys sector leading earnings growth trajectory and continued momentum from new customer deals and investment opportunities as support for a premium valuation.
내러티브 업데이트 Dec 01

ETR: Ongoing Deals And Dividend Growth Will Drive Continued Premium Positioning

Entergy's analyst price target has increased by nearly $2 to $104. Analysts cite stronger earnings growth, ongoing deal activity, and constructive outlooks for load growth and investment opportunities as reasons for the increase.
내러티브 업데이트 Nov 17

ETR: Uptick In Corporate Energy Demand Will Support Ongoing Premium Status

Entergy's analyst price target has increased by $10 to over $100 per share, as analysts cite continued earnings growth and recent company developments that support a sustained premium valuation. Analyst Commentary Recent research notes reflect a generally positive outlook for Entergy, with several analysts raising price targets and highlighting the company's growth and valuation drivers.
내러티브 업데이트 Nov 03

ETR: Sector Deals And Load Expansion Will Support Balanced Near-Term Outlook

Entergy's analyst price target has increased by approximately $4.48 to $102.46. Analysts point to continued strong earnings growth, constructive industry trends, and the company's ability to secure new partnership deals.
내러티브 업데이트 Oct 20

Gulf South Infrastructure And Renewables Will Drive Future Resilience

Entergy's analyst price target increased from $95.08 to $97.98. Analysts cite strong earnings growth, recent high-profile partnerships, and anticipated investment opportunities as key drivers in supporting the higher valuation.
내러티브 업데이트 Oct 06

Gulf South Infrastructure And Renewables Will Drive Future Resilience

The analyst fair value price target for Entergy was increased by $1 to $95.08. Analysts cite ongoing industrial sales strength, underappreciated nuclear assets, and robust sector performance as supporting factors for the upward revision.
내러티브 업데이트 Sep 21

Gulf South Infrastructure And Renewables Will Drive Future Resilience

Analysts have raised Entergy’s price target to $94.08, citing the company’s strong nuclear portfolio, robust renewables and industrial demand growth, and consistent EPS outperformance, with the recent share pullback viewed as an attractive entry point. Analyst Commentary Bullish analysts cite underappreciated long-term advantages of nuclear energy within Entergy’s generation portfolio.
내러티브 업데이트 Sep 05

Gulf South Infrastructure And Renewables Will Drive Future Resilience

Analysts have raised Entergy’s price target to $93.13, citing its strong exposure to Gulf Coast industrial growth, rising AI-driven power demand, and robust long-term earnings growth, with the recent share pullback seen as a favorable entry point. Analyst Commentary Bullish analysts cite Entergy's strong positioning to benefit from ongoing industrial growth on the Gulf Coast, as well as rising AI-related power demand.
분석 기사 Aug 31

Entergy Corporation (NYSE:ETR) Shares Could Be 24% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Entergy is US$70.84 based on Dividend Discount Model Entergy is estimated to...
분석 기사 Aug 02

Results: Entergy Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, Entergy Corporation ( NYSE:ETR ) just kicked off its latest second-quarter results with some very...
분석 기사 Jul 12

Market Participants Recognise Entergy Corporation's (NYSE:ETR) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha Mar 10

Entergy's Baby Bonds: An Undervalued Opportunity From A Great Company

Summary Entergy Corporation's common stock looks overvalued, but its exchange-traded baby bonds offer attractive yields and are highly rated by Moody's and S&P. Entergy's strong financial performance, stable credit ratings, and consistent dividend history make its baby bonds a safe addition to a long-duration portfolio. The company's baby bonds are undervalued compared to similar A-rated debt, presenting a compelling investment opportunity with yields of around 6.10%. Entergy's baby bonds provide exposure to a solid business with a reliable earnings model, making them a valuable investment amidst current market conditions. Read the full article on Seeking Alpha
Seeking Alpha Jan 11

Entergy Is Well Positioned And Fully Valued

Summary New Orleans-headquartered electric utility holding company Entergy is spotlighted for the new $10 billion Meta data center in its service territory. Entergy is a $32.7 billion market cap company paying a 3.2% dividend, which is less than the current 10-year Treasury rate of 4.67%. The company has an excellent generation fuel portfolio, comprising nuclear, natural gas, renewables, and coal. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Entergy Is An Overvalued Utility: Sell, Hold, Or A Third Option?

Summary Entergy benefits from falling interest rates and strong industrial growth, especially from data centers, but appears overvalued by 11%-20% based on various valuations. Despite overvaluation, Entergy's economic moat and favorable regulatory environment in Louisiana, Arkansas, Texas, and Mississippi offer potential long-term stability. The current dividend yield is 3.2%, with an expected annual growth of 6% over the next five years, driven by EPS growth and a 70% payout ratio. For existing investors, consider using Covered Call or Covered Call Spread strategies to generate extra income and lower the break-even point. Read the full article on Seeking Alpha

CEO 보수 분석

Drew Marsh의 보수는 Entergy의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$17mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$13mUS$1m

US$1b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$10mUS$1m

US$2b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$7mUS$782k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$4mUS$705k

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$6mUS$705k

US$1b

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$5mUS$642k

US$1b

보상 대 시장: Drew의 총 보수(USD16.75M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M) 수준입니다.

보상과 수익: Drew의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Drew Marsh (53 yo)

3.5yrs
재임 기간
US$16,752,589
보수

Mr. Andrew S. Marsh, also known as Drew, has been a Director at Nuclear Electric Insurance Limited since 2020 and serves as Chairperson of the Board since 2025 and served as its Vice Chairman of the Board...


리더십 팀

이름직위재임 기간보수지분
Andrew Marsh
Chairman of the Board & CEO3.5yrsUS$16.75m0.099%
$ 50.9m
Kimberly Fontan
Executive VP & CFO3.5yrsUS$4.67m0.015%
$ 7.7m
Kimberly Cook-Nelson
Executive VP & COO1yrUS$4.02m0.0078%
$ 4.0m
John Dinelli
Executive VP & Chief Nuclear Officer1yrUS$3.12m0.0065%
$ 3.3m
Reginald Jackson
Senior VP & Chief Accounting Officer3.5yrs데이터 없음0.0029%
$ 1.5m
Jason Chapman
Senior VP and Chief Technology & Business Services Officer3.3yrs데이터 없음0.0037%
$ 1.9m
Michael Rhymes
Chief Information Officer5.3yrs데이터 없음데이터 없음
Liz Hunter
Vice President of Investor Relations1.6yrs데이터 없음데이터 없음
Daniel Falstad
Senior VPless than a year데이터 없음0.0037%
$ 1.9m
Robert Hatley
Group Vice President of Corporate Communications7.7yrs데이터 없음데이터 없음
Kathryn Collins
Senior VP & Chief Human Resources Officer6.3yrs데이터 없음0.012%
$ 6.0m
Larry Coyle
Senior Vice President of Nuclear Corporate Services5.1yrs데이터 없음데이터 없음
3.5yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: ETR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.5 년).


이사회 구성원

이름직위재임 기간보수지분
Andrew Marsh
Chairman of the Board & CEO3.3yrsUS$16.75m0.099%
$ 50.9m
Haley Fisackerly
Chairman18.3yrsUS$1.21m0.0053%
$ 2.7m
Phillip May
Chairman13.3yrsUS$1.56m0.012%
$ 6.3m
Laura Landreaux
Chair of the Board8.3yrs데이터 없음0.0062%
$ 3.2m
Eliecer Viamontes
Chairmanno dataUS$881.56k0.0030%
$ 1.6m
Stuart Levenick
Independent Lead Director20.8yrsUS$447.96k0.010%
$ 5.2m
Karen Puckett
Independent Director11.2yrsUS$365.20k0.0072%
$ 3.7m
Philip Fredrickson
Independent Director10.7yrsUS$349.67k0.0071%
$ 3.6m
John Burbank
Independent Director8.2yrsUS$328.95k0.0037%
$ 1.9m
M. Hyland
Independent Director7.2yrsUS$319.54k0.0040%
$ 2.1m
Kirkland Donald
Independent Director12.9yrsUS$381.66k0.0051%
$ 2.6m
John Black
Independent Director3.2yrsUS$352.66k0.0016%
$ 838.9k
10.7yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: ETR의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 19:49
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Entergy Corporation는 33명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research