Key Points
- Insider sale: Director John Y. Kim sold 6,000 shares on Feb. 19 at an average of $73.57 for about $441,420, cutting his stake by 32.72% to 12,339 shares; EVP John M. Moreira also executed a large open‑market sale the same day.
- Quarterly results & guidance: Eversource reported $1.12 EPS (vs. $1.10 expected) and $3.37B revenue (+13.4% YoY), and set FY2026 guidance of $4.80–$4.95 EPS (analysts average ~4.75).
- Dividend hike: The quarterly dividend was raised to $0.7875 (ex‑dividend March 5, payable March 31), implying a $3.15 annualized payout and roughly a 4.3% yield with a payout ratio near 69%.
Eversource Energy (NYSE:ES - Get Free Report) insider John Kim sold 6,000 shares of the stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $73.57, for a total value of $441,420.00. Following the sale, the insider directly owned 12,339 shares in the company, valued at $907,780.23. This represents a 32.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
Eversource Energy Stock Performance
Shares of ES stock opened at $73.59 on Friday. Eversource Energy has a 52-week low of $52.28 and a 52-week high of $75.25. The company has a quick ratio of 0.64, a current ratio of 0.65 and a debt-to-equity ratio of 1.66. The stock has a market cap of $27.63 billion, a PE ratio of 16.10, a price-to-earnings-growth ratio of 3.17 and a beta of 0.77. The business has a 50-day simple moving average of $69.00 and a 200-day simple moving average of $68.69.
Eversource Energy (NYSE:ES - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The utilities provider reported $1.12 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.02. Eversource Energy had a return on equity of 11.18% and a net margin of 12.49%.The company had revenue of $3.37 billion during the quarter, compared to analysts' expectations of $2.94 billion. During the same period last year, the business earned $1.01 earnings per share. Eversource Energy's quarterly revenue was up 13.4% on a year-over-year basis. Eversource Energy has set its FY 2026 guidance at 4.800-4.950 EPS. On average, equities analysts expect that Eversource Energy will post 4.75 EPS for the current year.
Eversource Energy Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, March 5th will be paid a $0.7875 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.15 annualized dividend and a dividend yield of 4.3%. This is an increase from Eversource Energy's previous quarterly dividend of $0.75. Eversource Energy's dividend payout ratio (DPR) is presently 68.93%.
Key Headlines Impacting Eversource Energy
Here are the key news stories impacting Eversource Energy this week:
- Positive Sentiment: Wells Fargo upgraded Eversource, which can support the stock by attracting buyers and validating earnings/growth expectations. Article Title
- Positive Sentiment: BMO Capital Markets expressed a positive view that the stock price is expected to rise — another bullish analyst note that can help demand. Article Title
- Positive Sentiment: Mizuho published commentary expecting the stock to rise (separate from its hold stance in another report), which can lend incremental support from discretionary buyers. Article Title
- Neutral Sentiment: Mizuho also reiterated a Hold rating in a different note — a neutral stance that suggests limited conviction to drive big moves. Article Title
- Negative Sentiment: Scotiabank cut FY2026 and FY2027 EPS estimates (FY26: from $5.02 to $4.86; FY27: from $5.30 to $5.16), kept a Sector Underperform / $63 target and issued a sell — downward revisions and a low target can pressure the stock and investor sentiment. Article Title
- Negative Sentiment: Two insiders executed large open‑market sales on Feb 19: EVP John M. Moreira sold 7,800 shares at about $73.90 (SEC filing) and director John Y. Kim sold 6,000 shares at about $73.57 (SEC filing). Large insider sales — especially when they materially reduce ownership — can be read negatively by the market even if proceeds are for diversification. Moreira SEC Filing Kim SEC Filing
Wall Street Analyst Weigh In
A number of research analysts have weighed in on ES shares. Scotiabank cut their price objective on shares of Eversource Energy from $64.00 to $63.00 and set a "sector underperform" rating for the company in a report on Thursday, November 20th. Mizuho lifted their price target on Eversource Energy from $69.00 to $75.00 and gave the company a "neutral" rating in a research note on Tuesday. JPMorgan Chase & Co. reduced their price target on Eversource Energy from $72.00 to $71.00 and set an "underweight" rating for the company in a report on Friday, December 12th. UBS Group lowered their price target on Eversource Energy from $78.00 to $73.00 and set a "neutral" rating on the stock in a research report on Wednesday, December 17th. Finally, Wells Fargo & Company upgraded Eversource Energy from an "equal weight" rating to an "overweight" rating and boosted their price objective for the company from $71.00 to $78.00 in a research report on Tuesday. Three equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $73.90.
Check Out Our Latest Stock Analysis on ES
Hedge Funds Weigh In On Eversource Energy
Several hedge funds and other institutional investors have recently made changes to their positions in the company. Lodestone Wealth Management LLC acquired a new position in Eversource Energy in the 4th quarter valued at $25,000. Neo Ivy Capital Management purchased a new stake in shares of Eversource Energy during the second quarter worth $26,000. Root Financial Partners LLC purchased a new stake in shares of Eversource Energy during the third quarter worth $26,000. Activest Wealth Management raised its position in shares of Eversource Energy by 2,337.5% in the fourth quarter. Activest Wealth Management now owns 390 shares of the utilities provider's stock valued at $26,000 after buying an additional 374 shares during the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. acquired a new stake in shares of Eversource Energy in the third quarter valued at about $27,000. Hedge funds and other institutional investors own 79.99% of the company's stock.
About Eversource Energy
(
Get Free Report)
Eversource Energy (NYSE: ES) is a publicly traded, regulated energy company headquartered in Hartford, Connecticut. The company's core business is the delivery and transmission of electricity and natural gas to residential, commercial and industrial customers across parts of New England. Eversource operates transmission and distribution networks, maintains electrical infrastructure, responds to outages and storms, and manages natural gas pipeline and distribution systems in the regions it serves.
Eversource serves customers primarily in Connecticut, Massachusetts and New Hampshire, operating through locally regulated utility subsidiaries that administer customer service, billing, meter reading and localized operations.
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