Krilogy Financial LLC Takes Position in Eversource Energy $ES

Krilogy Financial LLC purchased a new stake in shares of Eversource Energy (NYSE:ES) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,759 shares of the utilities provider’s stock, valued at approximately $566,000.

A number of other hedge funds have also recently added to or reduced their stakes in ES. Advisors Asset Management Inc. lifted its position in shares of Eversource Energy by 9.9% in the 3rd quarter. Advisors Asset Management Inc. now owns 43,293 shares of the utilities provider’s stock worth $3,080,000 after buying an additional 3,902 shares during the last quarter. Midwest Trust Co acquired a new stake in Eversource Energy during the third quarter worth about $220,000. Navellier & Associates Inc. increased its position in Eversource Energy by 24.6% in the third quarter. Navellier & Associates Inc. now owns 14,139 shares of the utilities provider’s stock worth $1,006,000 after buying an additional 2,796 shares during the period. Bryce Point Capital LLC bought a new stake in Eversource Energy in the third quarter valued at $488,000. Finally, Edgemoor Investment Advisors Inc. boosted its holdings in shares of Eversource Energy by 9.6% during the third quarter. Edgemoor Investment Advisors Inc. now owns 72,758 shares of the utilities provider’s stock valued at $5,176,000 after acquiring an additional 6,380 shares during the period. Institutional investors and hedge funds own 79.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on ES shares. Wells Fargo & Company cut shares of Eversource Energy from an “overweight” rating to an “equal weight” rating and dropped their price objective for the stock from $79.00 to $63.00 in a report on Wednesday, November 19th. Jefferies Financial Group restated an “underperform” rating on shares of Eversource Energy in a research note on Monday, November 24th. Bank of America upgraded Eversource Energy from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $73.00 to $85.00 in a research report on Tuesday, October 21st. UBS Group decreased their price objective on Eversource Energy from $78.00 to $73.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Finally, Scotiabank cut their target price on Eversource Energy from $64.00 to $63.00 and set a “sector underperform” rating on the stock in a research note on Thursday, November 20th. Two 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 company. According to MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus price target of $71.50.

Eversource Energy Price Performance

NYSE ES opened at $73.37 on Friday. Eversource Energy has a 12 month low of $52.28 and a 12 month high of $75.25. The firm has a market capitalization of $27.53 billion, a PE ratio of 16.05, a P/E/G ratio of 3.13 and a beta of 0.77. The company’s 50 day simple moving average is $68.45 and its 200 day simple moving average is $68.46. The company has a debt-to-equity ratio of 1.68, a current ratio of 0.71 and a quick ratio of 0.64.

Eversource Energy (NYSE:ES) last issued its quarterly earnings results on Thursday, February 12th. The utilities provider reported $1.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. Eversource Energy had a return on equity of 11.27% and a net margin of 12.49%.The firm had revenue of $3.37 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period last year, the company posted $1.01 EPS. The firm’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. As a group, equities research analysts forecast that Eversource Energy will post 4.75 EPS for the current fiscal year.

Eversource Energy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Thursday, March 5th will be issued a $0.7875 dividend. This represents a $3.15 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend is Thursday, March 5th. This is a positive change from Eversource Energy’s previous quarterly dividend of $0.75. Eversource Energy’s dividend payout ratio is currently 65.86%.

Key Eversource Energy News

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

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.