Diversified Trust Co. Acquires New Stake in Eversource Energy $ES

Diversified Trust Co. acquired a new stake in Eversource Energy (NYSE:ES) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 9,411 shares of the utilities provider’s stock, valued at approximately $634,000.

A number of other large investors also recently bought and sold shares of ES. Norges Bank acquired a new stake in shares of Eversource Energy in the 2nd quarter worth $274,744,000. Lazard Asset Management LLC increased its stake in shares of Eversource Energy by 43,905.7% during the second quarter. Lazard Asset Management LLC now owns 2,692,707 shares of the utilities provider’s stock worth $171,309,000 after acquiring an additional 2,686,588 shares during the period. AQR Capital Management LLC raised its holdings in Eversource Energy by 412.7% during the third quarter. AQR Capital Management LLC now owns 1,800,618 shares of the utilities provider’s stock worth $127,133,000 after purchasing an additional 1,449,388 shares in the last quarter. LSV Asset Management raised its holdings in Eversource Energy by 331.5% during the third quarter. LSV Asset Management now owns 1,566,577 shares of the utilities provider’s stock worth $111,446,000 after purchasing an additional 1,203,563 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in Eversource Energy by 2.5% in the third quarter. Vanguard Group Inc. now owns 46,814,369 shares of the utilities provider’s stock valued at $3,330,374,000 after purchasing an additional 1,161,708 shares during the period. Hedge funds and other institutional investors own 79.99% of the company’s stock.

Eversource Energy Trading Down 0.6%

Shares of ES opened at $67.53 on Friday. Eversource Energy has a twelve month low of $52.28 and a twelve month high of $76.41. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 1.66. The firm has a market capitalization of $25.36 billion, a P/E ratio of 14.78, a PEG ratio of 2.94 and a beta of 0.76. The firm’s 50-day moving average is $71.32 and its two-hundred day moving average is $69.99.

Eversource Energy (NYSE:ES) last posted 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. The company had revenue of $3.37 billion during the quarter, compared to the consensus estimate of $2.94 billion. Eversource Energy had a net margin of 12.49% and a return on equity of 11.18%. The company’s revenue for the quarter was up 13.4% on a year-over-year basis. During the same period last year, the firm earned $1.01 EPS. Eversource Energy has set its FY 2026 guidance at 4.800-4.950 EPS. On average, research analysts predict that Eversource Energy will post 4.75 earnings per share for the current fiscal year.

Eversource Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, March 5th will be issued a dividend of $0.7875 per share. This is a boost from Eversource Energy’s previous quarterly dividend of $0.75. This represents a $3.15 annualized dividend and a yield of 4.7%. The ex-dividend date of this dividend is Thursday, March 5th. Eversource Energy’s payout ratio is presently 68.93%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Mizuho lowered their price objective on Eversource Energy from $75.00 to $70.00 and set a “neutral” rating on the stock in a report on Thursday. BMO Capital Markets reduced their price target on Eversource Energy from $79.00 to $75.00 and set a “market perform” rating for the company in a report on Monday, March 23rd. Argus upgraded Eversource Energy to a “strong-buy” rating in a research note on Tuesday. JPMorgan Chase & Co. upped their price objective on Eversource Energy from $72.00 to $75.00 and gave the stock an “underweight” rating in a report on Thursday, March 12th. Finally, Bank of America cut their price objective on Eversource Energy from $82.00 to $73.00 and set a “buy” rating for the company in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, Eversource Energy presently has a consensus rating of “Hold” and an average target price of $72.30.

Eversource Energy News Summary

Here are the key news stories impacting Eversource Energy this week:

• Positive Sentiment: Argus upgraded Eversource, which supports investor confidence and suggests upside vs. recent weakness. Eversource Energy Upgraded at Argus
• Neutral Sentiment: Bank of America cut its price target (from $82 to $73) but kept a “buy” rating, signaling view that the shares still have upside despite the regulatory headwinds. Benzinga: Bank of America coverage
• Negative Sentiment: Regulatory ruling: 24/7 Wall St. reports FERC’s ROE reset creates refund risk for utilities, a primary driver of the recent pullback in Eversource shares as investors price in potential rate adjustments and earnings pressure. Eversource Takes a Hit as Regulators Reset ROE and Trigger Refund Risk
• Negative Sentiment: UBS lowered its price target to $74 and moved to a “neutral” view, indicating less upside and contributing to selling pressure. Benzinga: UBS coverage
• Negative Sentiment: Mizuho trimmed its target to $70 and shifted to “neutral,” another downgrade that reinforces market caution on ROE/regulatory risk. Benzinga: Mizuho coverage
• Negative Sentiment: BMO reduced its price recommendation (reported by InsiderMonkey), citing the ROE ruling as the rationale—adding to the chorus of analyst cuts pressuring the stock. Eversource Energy (ES) Price Target Reduced by BMO Capital on ROE Ruling

Insiders Place Their Bets

In other Eversource Energy news, EVP John M. Moreira sold 7,800 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $73.90, for a total transaction of $576,420.00. Following the sale, the executive vice president directly owned 43,269 shares in the company, valued at approximately $3,197,579.10. The trade was a 15.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider John Y. Kim sold 6,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $73.57, for a total value of $441,420.00. Following the completion of the transaction, the insider owned 12,339 shares of the company’s stock, valued at approximately $907,780.23. This represents a 32.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 16,381 shares of company stock worth $1,211,079. 0.41% of the stock is owned by corporate insiders.

Eversource Energy Company Profile

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.