Entergy Corporation (ETR)

Over the past six months, Entergy Corp.'s stock has shown a 22.40% increase from January 3, 2025, to January 2, 2026. TD Cowen initiated coverage with a "Buy" rating and a $108 price target. Argus Research maintained a "Buy" rating and raised its price target from $94 to $100. UBS maintained a "Buy" rating and increased its price target from $96 to $105. Keybanc maintained an "Overweight" rating but lowered its price target from $106 to $102. JP Morgan also maintained an "Overweight" rating, lowering its price target from $113 to $108. Morgan Stanley trimmed its price target from $91 to $86, while maintaining an "Equal Weight" rating. Citigroup maintained a "Neutral" rating and raised its price target from $91 to $106. BTIG Research upgraded Entergy to a "strong-buy" rating. BMO Capital Markets reiterated an "outperform" rating and set a $104 price objective. Entergy announced a quarterly dividend increase to $0.64 and reported strong financial results for Q3 2025, raising its full-year earnings guidance. Entergy signed a 20-year gas transport deal with Energy Transfer and broke ground on two new combined-cycle combustion turbine generation facilities.

Entergy experiences demand seasonality, with the third quarter typically being the strongest for earnings. The company is observing increasing growth from large industrial customers and data centers, contributing to rate base expansion. Industrial electricity sales grew by over 7% year over year, while weather-adjusted retail sales increased by 4.5%. Entergy's management has identified a substantial data center pipeline and is investing in infrastructure to meet these growing energy demands.

Entergy Corporation is an integrated energy company based in New Orleans, Louisiana, operating in the Utilities sector and Electric Utilities industry. It produces, transmits, distributes, and sells electric power from various sources, including natural gas, nuclear, coal, hydro, and solar power. Entergy also engages in wholesale energy sales, manages nuclear power plants, provides decommissioning services, and offers customer solutions like energy efficiency programs and demand response services.

Entergy primarily serves approximately 3 million utility customers in the southern United States, including Arkansas, Louisiana, Mississippi, and Texas, including the City of New Orleans. Its Entergy Wholesale Commodities (EWC) segment owns and operates nuclear power plants in the northern United States.

Entergy has maintained a strong brand reputation, recognized for its commitment to sustainability and corporate citizenship. The company delivers over $100 million in economic benefits annually to its communities through philanthropy, volunteerism, and advocacy. Entergy is listed among the top companies in JUST Capital and CNBC's JUST 100 Ranking and is included in the Dow Jones Sustainability North America Index. The company achieved a first-quartile Net Promoter Score for utility residential service, indicating high customer satisfaction.

Entergy Corporation's ownership is mainly institutional, with 80.02% to 95.4% held by institutional investors such as Vanguard Group Inc. and BlackRock, Inc. Individual investors hold between 4.11% and 19.76% of the stock, while insiders own 0.22% to 0.39%. Recent insider trading activity indicates more selling than buying.