Eversource's aggressive capital investment program has expanded net PPE by 10.5% year-over-year to $45.3B, but earnings growth remains muted with 2026Q2 EPS down 85.4% YoY due to regulatory charges and offshore wind impairments. The company's elevated leverage...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 2.3% YoY in 2026Q2, but net margin collapsed to 1.8% from 13.2% a year earlier, reflecting regulatory charges and impairments that obscured stable operating margins around 22.5%.
Eversource has a significant capital investment plan, targeting substantial annual adjusted EPS growth. This plan is crucial for driving rate-based growth, which is the foundation for earnings growth in a regulated utility model.
The company benefits from a constructive regulatory environment across its key operating states, which supports its growth and operational stability.
Growing electrification trends are seen as a support for higher long-term earnings and cash flow, positioning Eversource to capitalize on the increasing demand for electric services.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.87-0.3% vs $0.87 | $2.9B-2.9% vs $3.0B |
Q2 2026 May 6, 2026 | $1.73+6.1% vs $1.63 | $4.5B+7.1% vs $4.2B |
Q1 2026 Feb 12, 2026 | $1.12+1.8% vs $1.10 | $3.4B+24.2% vs $2.7B |
Q4 2025 Nov 4, 2025 | $1.19+3.5% vs $1.15 | $3.2B+1.7% vs $3.2B |
MANCHESTER, N.H., Sept. 16, 2026 (GLOBE NEWSWIRE) -- Eversource today announced ISO New England's (ISO-NE) selection of the company's joint Transmission Initiative Down East (TIDE) project as the preferred longer-term transmission solution to meet regional needs outlined by ISO-NE in its competitive transmission solicitation process.
Eversource Energy invites the general public to listen to a webcast of a discussion with Joe Nolan, Chairman, President and CEO on Wolfe conference panel.
HARTFORD, Conn. and BOSTON, Sept.
Eversource Energy maintains a Buy rating, supported by a robust $26.5B capex plan, strong cash flow, and investment-grade balance sheet. ES targets 5%-7% annual non-GAAP EPS growth, with a rebound expected post-2026 and a 4.5% forward dividend yield above the sector median. Recent Aquarion Water sales and Moody's outlook upgrade further strengthen ES's risk profile and credit metrics, supporting capital allocation plans.
Benchmark ES against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Eversource Energy (ES)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $64.91 | $24.41B | 14.23 | 13.83% | 12.49% | 10.73% | 4.54% | |
| $102.61 | $37.81B | 18.19 | 10.89% | 12.53% | 8.9% | — | |
| $32.25 | $24.27B | 20.28 | 6.85% | 13.47% | 8.53% | — | |
| $53.51 | $20.59B | 4.63 | 9.76% | 19.76% | 20.05% | — | |
| $43.66 | $25.26B | 24.80 | 12.01% | 6.86% | 7.67% | — | |
| $99.74 | $27.6B | 18.64 | 15.43% | 17.86% | 11.59% | — |
Eversource Energy (ES) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Eversource Energy (ES) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 1, 2026·SEC
May 6, 2026·SEC
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Eversource Energy (ES) stock FAQ — growth, dividends, profitability & financials explained
Eversource Energy (ES) reported $14.00B in revenue for fiscal year 2025. This represents a 269% increase from $3.79B in 1996.
Eversource Energy (ES) grew revenue by 13.8% over the past year. This is steady growth.
Yes, Eversource Energy (ES) is profitable, generating $1.45B in net income for fiscal year 2025 (12.5% net margin).
Yes, Eversource Energy (ES) pays a dividend with a yield of 4.54%. This makes it attractive for income-focused investors.
Eversource Energy (ES) has a return on equity (ROE) of 10.7%. This is reasonable for most industries.
Eversource Energy (ES) generated $297.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Eversource Energy (ES) has a dividend payout ratio of 65%. This suggests the dividend is well-covered and sustainable.
