Entergy Beheer
Beheer criteriumcontroles 3/4
De CEO Entergy is Drew Marsh, benoemd in Nov2022, heeft een ambtstermijn van 3.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 16.75M, bestaande uit 7.7% salaris en 92.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.099% van de aandelen van het bedrijf, ter waarde $ 52.26M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.5 jaar en 10.8 jaar.
Belangrijke informatie
Drew Marsh
Algemeen directeur
US$16.8m
Totale compensatie
| Percentage CEO-salaris | 7.68% |
| Dienstverband CEO | 3.6yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 3.5yrs |
| Gemiddelde ambtstermijn bestuur | 10.8yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jun 16
ETR: Data Center Load And Fair Share Plus Will Shape Future EPS
The updated analyst price target for Entergy edges slightly lower, reflecting modest model adjustments to fair value and profit margin assumptions, even as analysts highlight steady long term EPS frameworks, large load opportunities, and detailed capital plans shared at recent investor events. Analyst Commentary Recent research on Entergy highlights a mix of optimism around long term growth plans and load opportunities, alongside more conservative views tied to valuation, market multiples, and execution risk.Seeking Alpha • Jun 11
Entergy: Industrial Load Growth Can Drive A Major EPS Reset
Summary I am rating Entergy Corporation as a buy with a $148 price target, implying a 34.5% upside from the current price of $110. The biggest growth drivers are the Meta-linked Louisiana data center investment, broader industrial load growth, new generation, transmission expansion, renewables, storage, and distribution capex. I estimate these growth drivers can take adjusted EPS from $3.91 in 2025 to about $7.40 by 2030. This is close to management's 2029 guidance of $7.05 to $7.35. I arrive at my price target by applying a FWD non-GAAP P/E multiple of 20.0x to my adjusted 2029 EPS estimate of $7.40. ETR's biggest risks are regulatory delays, equity dilution, higher financing costs, and slower-than-expected load conversion. Read the full article on Seeking AlphaNarratiefupdate • Jun 01
ETR: Gulf Coast Data Center Load Will Shape Future EPS Path
Entergy's analyst derived fair value estimate has moved from about $119.83 to $122.48, as analysts factor in updated assumptions on revenue growth, profit margins, and a lower projected future P/E multiple, alongside a wide range of refreshed price targets across the Street. Analyst Commentary Recent Street research around Entergy highlights a mix of optimism on growth opportunities and caution around valuation, with price targets spread across a wide range.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$17m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$13m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$10m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$7m | US$782k | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$4m | US$705k | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$6m | US$705k | US$1b |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | n/a | n/a | US$1b |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$5m | US$642k | US$1b |
Compensatie versus markt: De totale vergoeding ($USD 16.75M ) Drew } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.56M ).
Compensatie versus inkomsten: De vergoeding van Drew is het afgelopen jaar met meer dan 20% gestegen.
CEO
Drew Marsh (54 yo)
3.6yrs
Tenure
US$16,752,589
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman of the Board & CEO | 3.6yrs | US$16.75m | 0.099% $ 52.3m | |
| Executive VP & CFO | 3.6yrs | US$4.67m | 0.015% $ 7.9m | |
| Executive VP & COO | 1.1yrs | US$4.02m | 0.0078% $ 4.1m | |
| Executive VP & Chief Nuclear Officer | 1.1yrs | US$3.12m | 0.0065% $ 3.4m | |
| Senior VP & Chief Accounting Officer | no data | geen gegevens | 0.0033% $ 1.8m | |
| Senior VP and Chief Technology & Business Services Officer | 3.4yrs | geen gegevens | 0.0037% $ 2.0m | |
| Chief Information Officer | 5.3yrs | geen gegevens | geen gegevens | |
| Vice President of Investor Relations | 1.7yrs | geen gegevens | geen gegevens | |
| Senior VP | less than a year | geen gegevens | 0.0037% $ 1.9m | |
| Group Vice President of Corporate Communications | 7.8yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | 6.4yrs | geen gegevens | 0.012% $ 6.2m | |
| Senior Vice President of Nuclear Corporate Services | 5.2yrs | geen gegevens | geen gegevens |
3.5yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ETR wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman of the Board & CEO | 3.3yrs | US$16.75m | 0.099% $ 52.3m | |
| Chairman | 18.4yrs | US$1.21m | 0.0053% $ 2.8m | |
| Chairman | 13.4yrs | US$1.56m | 0.012% $ 6.5m | |
| Chair of the Board | 8.4yrs | geen gegevens | 0.0062% $ 3.2m | |
| Chairman | no data | US$881.56k | 0.0030% $ 1.6m | |
| Independent Lead Director | 20.9yrs | US$447.96k | 0.010% $ 5.4m | |
| Independent Director | 11.3yrs | US$365.20k | 0.0075% $ 3.9m | |
| Independent Director | 10.8yrs | US$349.67k | 0.0073% $ 3.9m | |
| Independent Director | 8.3yrs | US$328.95k | 0.0039% $ 2.0m | |
| Independent Director | 7.3yrs | US$319.54k | 0.0042% $ 2.2m | |
| Independent Director | 13yrs | US$381.66k | 0.0053% $ 2.8m | |
| Independent Director | 3.3yrs | US$352.66k | 0.0019% $ 987.9k |
10.8yrs
Gemiddelde duur
64.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ETR zijn ervaren en ervaren (gemiddelde ambtstermijn van 10.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/26 23:44 |
| Aandelenkoers aan het einde van de dag | 2026/06/26 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Entergy Corporation wordt gevolgd door 33 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Nicholas Campanella | Barclays |
| James Thalacker | BMO Capital Markets Equity Research |