Evergy Inc. $EVRG Shares Sold by Aventail Capital Group LP

Aventail Capital Group LP lowered its stake in Evergy Inc. (NASDAQ:EVRG) by 56.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 171,285 shares of the company’s stock after selling 218,000 shares during the period. Aventail Capital Group LP’s holdings in Evergy were worth $13,021,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Synergy Asset Management LLC lifted its holdings in Evergy by 100.0% during the 3rd quarter. Synergy Asset Management LLC now owns 148,940 shares of the company’s stock worth $11,322,000 after buying an additional 74,470 shares during the last quarter. Caprock Group LLC acquired a new position in shares of Evergy in the 3rd quarter worth approximately $1,482,000. Kingsview Wealth Management LLC bought a new stake in shares of Evergy in the 2nd quarter valued at approximately $246,000. ANTIPODES PARTNERS Ltd acquired a new stake in shares of Evergy during the 3rd quarter valued at approximately $72,860,000. Finally, Oppenheimer Asset Management Inc. raised its position in shares of Evergy by 9.9% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 209,307 shares of the company’s stock valued at $15,912,000 after acquiring an additional 18,783 shares in the last quarter. Institutional investors and hedge funds own 87.24% of the company’s stock.

Insider Buying and Selling

In related news, SVP Heather A. Humphrey sold 3,650 shares of Evergy stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $82.61, for a total value of $301,526.50. Following the sale, the senior vice president directly owned 44,007 shares in the company, valued at $3,635,418.27. This trade represents a 7.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Charles L. King sold 2,440 shares of the business’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $82.19, for a total transaction of $200,543.60. Following the transaction, the senior vice president directly owned 18,359 shares of the company’s stock, valued at $1,508,926.21. The trade was a 11.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 8,937 shares of company stock valued at $736,492 in the last quarter. Company insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

EVRG has been the subject of a number of research reports. Barclays lifted their price objective on shares of Evergy from $82.00 to $89.00 and gave the stock an “overweight” rating in a report on Monday, March 9th. Royal Bank Of Canada reissued an “outperform” rating and set a $91.00 target price on shares of Evergy in a report on Friday, January 23rd. Wells Fargo & Company raised their price target on shares of Evergy from $79.00 to $83.00 and gave the stock an “equal weight” rating in a research report on Friday, February 20th. Citigroup lifted their price target on shares of Evergy from $89.00 to $95.00 and gave the company a “buy” rating in a report on Friday, February 20th. Finally, BMO Capital Markets boosted their price objective on shares of Evergy from $82.00 to $87.00 and gave the company an “outperform” rating in a research report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Evergy has a consensus rating of “Moderate Buy” and an average price target of $87.75.

More Evergy News

Here are the key news stories impacting Evergy this week:

• Positive Sentiment: Analysts lifted targets and ratings — Barclays moved to “overweight” and raised its target to $89, Citigroup boosted its target to $95 and other firms nudged targets higher, supporting upside expectations for EVRG. MarketBeat EVRG coverage
• Positive Sentiment: Dividend confirmed: Evergy declared a $0.695 quarterly dividend (annualized $2.78; ~3.4% yield), paid March 20 to holders of record March 10 — steady income supports investor demand for the utility. Dividend / MarketBeat note
• Positive Sentiment: Momentum signal: EVRG met an 80-plus relative strength rating benchmark, indicating stronger price performance versus peers and likely attracting momentum/quant flows. Evergy meets 80-plus relative strength rating benchmark
• Neutral Sentiment: Zacks issued mixed estimate changes: they raised Q2 2026 slightly (to $0.87) but trimmed several near‑term and FY2026/FY2027 lines marginally (FY2026 from $4.27 to $4.22). These are small adjustments that modestly alter near‑term EPS visibility but don’t imply large strategy changes.
• Neutral Sentiment: Institutional activity shows minor new/small stakes by several managers (small dollar buys disclosed); overall 87%+ of shares remain institutionally owned — little immediate impact but underscores steady institutional interest. MarketBeat institutional ownership
• Negative Sentiment: Insider selling: two senior VPs sold shares this week — Heather Humphrey sold 3,650 shares at ~$82.61 (SEC filing) and Charles L. King sold 2,440 shares at ~$82.19 — reductions of ~7.7% and ~11.7% in their holdings, respectively. Multiple insider sales can concern investors about near‑term insider conviction. InsiderTrades alert SEC Form 4 (King)

Evergy Trading Up 1.1%

NASDAQ:EVRG opened at $82.63 on Friday. The firm has a market capitalization of $19.03 billion, a P/E ratio of 22.52, a P/E/G ratio of 3.29 and a beta of 0.65. The business has a 50 day simple moving average of $78.70 and a 200 day simple moving average of $76.17. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.49 and a quick ratio of 0.27. Evergy Inc. has a 12-month low of $61.94 and a 12-month high of $85.23.

Evergy (NASDAQ:EVRG) last issued its earnings results on Saturday, January 31st. The company reported $0.42 earnings per share for the quarter. Evergy had a return on equity of 8.79% and a net margin of 14.35%. Equities research analysts predict that Evergy Inc. will post 3.83 EPS for the current year.

Evergy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, March 10th will be issued a $0.695 dividend. This represents a $2.78 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend is Tuesday, March 10th. Evergy’s dividend payout ratio (DPR) is 75.75%.

About Evergy

Evergy, Inc is a regulated electric utility that generates, transmits and distributes electricity to residential, commercial and industrial customers primarily across Kansas and western Missouri. The company provides core utility services including retail electric delivery, grid operations, customer service and outage restoration, operating under state regulatory frameworks. Evergy serves a mix of urban and rural communities, including portions of the Kansas City metropolitan area and other population centers in its service territory.

The company’s business activities span power generation, system planning, transmission and distribution infrastructure, and customer-facing programs such as energy efficiency and demand-side management.