Eversource Energy (ES)

In the past six months, Eversource Energy's stock experienced mixed performance. In Q3 2025, the company's adjusted EPS surpassed estimates, but revenue fell below expectations, leading to a stock decrease due to an offshore wind liability charge. The company reaffirmed its EPS guidance and long-term growth rate. Eversource Energy increased its quarterly dividend to $0.7875 per share. Over the past year, ES stock has grown 17.6%, outperforming the S&P 500 Index. Analyst ratings in late 2025 included Scotiabank dropping its price target, JPMorgan Chase & Co. reducing its price objective, and Wells Fargo raising its price target in January 2026.

Eversource Energy's products and services experience demand seasonality, particularly in electricity and natural gas. The company implements demand response solutions to incentivize customers to reduce energy use during peak demand times. In 2024, Eversource engaged over 70,000 residential and 320 business customers in demand response programs, resulting in cost savings and reduced greenhouse gas emissions. Demand for electricity and natural gas fluctuates with seasonal temperature changes, leading to peak demand periods in both extreme heat and cold.

Eversource Energy is a public utility holding company focused on energy delivery, specifically the generation, transmission, and distribution of natural gas and electricity. The company operates through four segments: Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution. Eversource distributes electricity, maintains transmission facilities, distributes natural gas, operates regulated water utilities, and has solar power facilities. In 2024, Eversource Energy exited the wind sector to refocus on its core regulated utility operations.

Eversource Energy is New England's largest energy delivery company, serving approximately 4.4 million customers across Connecticut, Massachusetts, and New Hampshire. In Connecticut, it covers 157 towns for electric service and 85 towns for natural gas. In Massachusetts, it serves 159 towns with electricity and 121 towns with natural gas. Its New Hampshire service territory encompasses 206 towns.

In 2025, Eversource Energy received recognitions that positively impacted its brand reputation. It was named one of America's Most Responsible Companies by Newsweek and recognized among America's Climate Leaders by USA Today, highlighting its commitment to sustainability. The company also received the U.S. Department of Labor's HIRE Vets Medallion Award for the sixth consecutive year, acknowledging its efforts in recruiting, retaining, and developing veterans. Eversource emphasizes its commitment to providing safe, reliable, and sustainable service, and its investments in the electric system have led to its ranking as an industry leader in reliability metrics.

Eversource Energy's ownership is predominantly institutional, with 82.62% held by institutional shareholders. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Other significant holders are Fmr Llc, Geode Capital Management, LLC, Magellan Asset Management Ltd, UBS Asset Management Americas Inc, VTSMX, and VFINX. Individual investors hold 0.2% of the shares, while insiders hold 0.89%.