NRG Energy FY2026 EPS Forecast Boosted by Seaport Res Ptn

NRG Energy, Inc. (NYSE:NRG) – Seaport Res Ptn boosted their FY2026 earnings per share estimates for NRG Energy in a report issued on Wednesday, October 8th. Seaport Res Ptn analyst A. Storozynski now forecasts that the utilities provider will post earnings of $10.25 per share for the year, up from their prior forecast of $9.43. 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 FY2028 earnings at $15.04 EPS and FY2029 earnings at $16.68 EPS.

A number of other research analysts have also recently weighed in on NRG. Wall Street Zen cut NRG Energy from a “buy” rating to a “hold” rating in a research report on Saturday, August 9th. Barclays raised their price target on NRG Energy from $197.00 to $203.00 and gave the company an “overweight” rating in a research report on Thursday, August 7th. Scotiabank started coverage on NRG Energy in a research report on Monday, September 22nd. They issued a “sector outperform” rating and a $212.00 price target for the company. BMO Capital Markets raised their price target on NRG Energy from $167.00 to $185.00 and gave the company a “market perform” rating in a research report on Wednesday, August 6th. Finally, Raymond James Financial initiated coverage on NRG Energy in a report on Friday, June 13th. They issued a “strong-buy” rating and a $195.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, NRG Energy has an average rating of “Moderate Buy” and a consensus target price of $188.85.

NRG Energy Trading Down 4.5%

Shares of NRG stock opened at $160.66 on Friday. NRG Energy has a fifty-two week low of $79.57 and a fifty-two week high of $175.96. The stock has a market cap of $31.08 billion, a P/E ratio of 72.70, a P/E/G ratio of 1.36 and a beta of 1.14. The business has a fifty day simple moving average of $157.20 and a 200-day simple moving average of $143.03. The company has a quick ratio of 0.88, a current ratio of 0.93 and a debt-to-equity ratio of 5.99.

NRG Energy (NYSE:NRG) last posted its earnings results on Wednesday, August 6th. The utilities provider reported $1.68 earnings per share for the quarter, missing the consensus estimate of $1.72 by ($0.04). NRG Energy had a net margin of 1.78% and a return on equity of 88.22%. The firm had revenue of $6.74 billion during the quarter, compared to analyst estimates of $6.63 billion. During the same period last year, the company posted $3.37 EPS. The firm’s revenue for the quarter was up 1.2% on a year-over-year basis.

Hedge Funds Weigh In On NRG Energy

Several institutional investors have recently added to or reduced their stakes in NRG. Goldman Sachs Group Inc. increased its stake in NRG Energy by 468.4% in the first quarter. Goldman Sachs Group Inc. now owns 4,757,735 shares of the utilities provider’s stock valued at $454,173,000 after purchasing an additional 6,049,247 shares during the last quarter. Amundi increased its stake in NRG Energy by 772.5% in the first quarter. Amundi now owns 4,378,022 shares of the utilities provider’s stock valued at $406,342,000 after purchasing an additional 3,876,235 shares during the last quarter. Boston Partners increased its stake in NRG Energy by 169.5% in the first quarter. Boston Partners now owns 2,817,018 shares of the utilities provider’s stock valued at $269,230,000 after purchasing an additional 1,771,829 shares during the last quarter. Nuveen LLC acquired a new position in NRG Energy in the first quarter valued at $93,075,000. Finally, Holocene Advisors LP increased its stake in NRG Energy by 113.3% in the second quarter. Holocene Advisors LP now owns 1,444,271 shares of the utilities provider’s stock valued at $231,921,000 after purchasing an additional 767,014 shares during the last quarter. 97.72% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, VP Dak Liyanearachchi sold 10,672 shares of the company’s stock in a transaction on Wednesday, September 10th. The stock was sold at an average price of $155.00, for a total value of $1,654,160.00. Following the completion of the transaction, the vice president directly owned 48,571 shares in the company, valued at approximately $7,528,505. This represents a 18.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.86% of the company’s stock.

NRG Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, August 15th. Investors of record on Friday, August 1st were paid a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 1.1%. The ex-dividend date was Friday, August 1st. NRG Energy’s dividend payout ratio is presently 79.64%.

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.