FY2026 EPS Estimates for NRG Energy Increased by Analyst

NRG Energy, Inc. (NYSE:NRG) – Analysts at Seaport Res Ptn boosted their FY2026 earnings estimates for shares of NRG Energy in a report issued on Monday, March 31st. Seaport Res Ptn analyst A. Storozynski now expects that the utilities provider will earn $9.03 per share for the year, up from their previous estimate of $8.05. The consensus estimate for NRG Energy’s current full-year earnings is $6.36 per share. Seaport Res Ptn also issued estimates for NRG Energy’s FY2027 earnings at $9.81 EPS and FY2028 earnings at $10.08 EPS.

A number of other analysts have also recently commented on NRG. Guggenheim lifted their target price on NRG Energy from $134.00 to $145.00 and gave the stock a “buy” rating in a research report on Thursday, February 27th. StockNews.com lowered NRG Energy from a “buy” rating to a “hold” rating in a research report on Saturday, March 8th. Morgan Stanley increased their price objective on NRG Energy from $86.00 to $99.00 and gave the company an “equal weight” rating in a report on Wednesday, February 19th. BMO Capital Markets lifted their target price on shares of NRG Energy from $100.00 to $115.00 and gave the company a “market perform” rating in a report on Monday, March 3rd. Finally, Evercore ISI upgraded shares of NRG Energy from an “in-line” rating to an “outperform” rating and upped their price target for the company from $74.00 to $126.00 in a research report on Tuesday, January 21st. Three investment analysts have rated the stock with a hold rating and five have assigned a buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $123.29.

NRG Energy Price Performance

Shares of NRG opened at $98.45 on Wednesday. The company has a debt-to-equity ratio of 5.57, a current ratio of 1.17 and a quick ratio of 1.10. NRG Energy has a 1-year low of $65.11 and a 1-year high of $117.26. The stock has a market cap of $20.05 billion, a PE ratio of 24.74, a price-to-earnings-growth ratio of 1.01 and a beta of 1.13. The firm has a fifty day moving average price of $101.31 and a 200 day moving average price of $96.04.

NRG Energy Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 18th. Investors of record on Monday, February 3rd were issued a dividend of $0.44 per share. The ex-dividend date of this dividend was Monday, February 3rd. This is an increase from NRG Energy’s previous quarterly dividend of $0.41. This represents a $1.76 annualized dividend and a dividend yield of 1.79%. NRG Energy’s dividend payout ratio (DPR) is currently 35.92%.

Insider Activity at NRG Energy

In other news, VP Robert J. Gaudette sold 60,000 shares of NRG Energy stock in a transaction dated Thursday, January 2nd. The shares were sold at an average price of $91.41, for a total value of $5,484,600.00. Following the sale, the vice president now owns 64,448 shares of the company’s stock, valued at $5,891,191.68. The trade was a 48.21 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Bruce Chung sold 20,000 shares of the business’s stock in a transaction dated Monday, January 13th. The stock was sold at an average price of $97.63, for a total transaction of $1,952,600.00. Following the transaction, the chief financial officer now owns 69,454 shares in the company, valued at approximately $6,780,794.02. This trade represents a 22.36 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.86% of the stock is currently owned by insiders.

Institutional Trading of NRG Energy

Several hedge funds have recently modified their holdings of the business. SBI Securities Co. Ltd. acquired a new stake in NRG Energy in the fourth quarter valued at $32,000. UMB Bank n.a. increased its holdings in shares of NRG Energy by 100.4% in the 4th quarter. UMB Bank n.a. now owns 455 shares of the utilities provider’s stock valued at $41,000 after purchasing an additional 228 shares in the last quarter. Mizuho Bank Ltd. acquired a new stake in shares of NRG Energy in the fourth quarter valued at about $41,000. Princeton Global Asset Management LLC boosted its holdings in NRG Energy by 414.9% during the fourth quarter. Princeton Global Asset Management LLC now owns 484 shares of the utilities provider’s stock worth $44,000 after buying an additional 390 shares in the last quarter. Finally, Larson Financial Group LLC grew its position in NRG Energy by 221.0% during the fourth quarter. Larson Financial Group LLC now owns 504 shares of the utilities provider’s stock worth $45,000 after buying an additional 347 shares during the period. 97.72% of the stock is owned by institutional investors and hedge funds.

NRG Energy Company Profile

NRG Energy, Inc, together with its subsidiaries, operates as an energy and home services company in the United States and Canada. It operates through Texas; East; West/Services/Other; Vivint Smart Home; and Corporate Activities segments. The company produces and sells electricity generated using coal, oil, solar, and battery storage; natural gas; and a cloud-based home platform, including hardware, software, sales, installation, customer service, technical support, and professional monitoring solutions.