Eversource Energy (NYSE:ES) Releases Quarterly Earnings Results, Beats Estimates By $0.02 EPS

Eversource Energy (NYSE:ES) issued its quarterly earnings results on Thursday. The utilities provider reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02, FiscalAI reports. Eversource Energy had a net margin of 12.49% and a return on equity of 11.27%. The firm had revenue of $3.37 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same period last year, the company posted $1.01 EPS. Eversource Energy’s quarterly revenue was up 13.4% compared to the same quarter last year. Eversource Energy updated its FY 2026 guidance to 4.800-4.950 EPS.

Eversource Energy Price Performance

Shares of ES stock opened at $73.37 on Friday. The company has a debt-to-equity ratio of 1.68, a current ratio of 0.71 and a quick ratio of 0.64. The company has a market capitalization of $27.53 billion, a PE ratio of 16.05, a price-to-earnings-growth ratio of 3.00 and a beta of 0.77. The firm’s 50-day moving average is $68.45 and its two-hundred day moving average is $68.44. Eversource Energy has a 12 month low of $52.28 and a 12 month high of $75.25.

Eversource Energy Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, March 5th will be paid a dividend of $0.7875 per share. This represents a $3.15 dividend on an annualized basis and a yield of 4.3%. This is a boost from Eversource Energy’s previous quarterly dividend of $0.75. The ex-dividend date of this dividend is Thursday, March 5th. Eversource Energy’s payout ratio is presently 82.47%.

Key Stories Impacting Eversource Energy

Here are the key news stories impacting Eversource Energy this week:

• Positive Sentiment: Q4 beat and revenue upside — Eversource reported Q4 EPS of $1.12 (vs. ~$1.10 est.) and revenue of $3.37B (+13% y/y), driven by stronger gas results and the absence of prior one‑time charges. This helped lift near‑term sentiment. Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Strong full‑year results — FY2025 GAAP EPS rose to $4.56 and non‑GAAP recurring EPS was $4.76; operating income more than doubled, signaling improving core profitability. Management provided a detailed release and slide deck. Eversource Energy Reports Full-Year & Fourth Quarter 2025 Results
• Positive Sentiment: Large capital/strategy plan — Coverage notes a US$26.5B plan that reshapes the utility’s outlook, implying sustained investment-led growth that supports regulated earnings and long-term rate base expansion. Eversource Earnings Beat And US$26.5b Plan Reshape Utility Outlook
• Neutral Sentiment: Management commentary and presentation available — The earnings call transcript and slides provide detail on drivers (gas strength, timing of investments, rate cases) that investors will parse for sustainable growth assumptions. Eversource Energy 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Very low short interest in utilities sector — Eversource is reported among the lower short-interest names, which reduces immediate short‑squeeze risk but also indicates less bearish positioning. HE, OTTR draw highest short interest in utilities sector; BIP and ES see lowest short interest
• Negative Sentiment: Guidance vs. street and analyst caution — Eversource set FY2026 EPS guidance of $4.80–$4.95, slightly below the ~$4.97 consensus, and some analysts have issued cautious/reduce recommendations, which could cap near‑term upside. Eversource Energy (NYSE:ES) Given Consensus Recommendation of “Reduce” by Analysts

Institutional Trading of Eversource Energy

Institutional investors have recently made changes to their positions in the company. Schnieders Capital Management LLC. increased its position in shares of Eversource Energy by 87.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 58,444 shares of the utilities provider’s stock valued at $3,718,000 after purchasing an additional 27,332 shares during the last quarter. Acadian Asset Management LLC grew its stake in shares of Eversource Energy by 115.1% during the first quarter. Acadian Asset Management LLC now owns 1,497 shares of the utilities provider’s stock worth $92,000 after purchasing an additional 801 shares in the last quarter. Woodline Partners LP increased its holdings in Eversource Energy by 40.8% in the first quarter. Woodline Partners LP now owns 30,988 shares of the utilities provider’s stock valued at $1,925,000 after buying an additional 8,984 shares during the last quarter. Empowered Funds LLC increased its holdings in Eversource Energy by 8.9% in the first quarter. Empowered Funds LLC now owns 16,149 shares of the utilities provider’s stock valued at $1,003,000 after buying an additional 1,319 shares during the last quarter. Finally, Quantinno Capital Management LP raised its stake in Eversource Energy by 103.2% in the second quarter. Quantinno Capital Management LP now owns 235,182 shares of the utilities provider’s stock valued at $14,962,000 after buying an additional 119,425 shares in the last quarter. Hedge funds and other institutional investors own 79.99% of the company’s stock.

Analyst Upgrades and Downgrades

ES has been the subject of several recent research reports. Mizuho reissued a “neutral” rating and issued a $68.00 price objective (down from $81.00) on shares of Eversource Energy in a research note on Thursday, November 20th. UBS Group dropped their target price on shares of Eversource Energy from $78.00 to $73.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Janney Montgomery Scott upgraded shares of Eversource Energy from a “neutral” rating to a “buy” rating and set a $79.00 target price for the company in a research report on Monday, November 24th. Weiss Ratings restated a “hold (c+)” rating on shares of Eversource Energy in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group reaffirmed an “underperform” rating on shares of Eversource Energy in a research note on Monday, November 24th. Two equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average target price of $71.50.

About Eversource Energy

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.