Entergy Corporation (ETR)

Entergy's stock has been significantly impacted by strong demand from data centers and industrial customers. Entergy reported its fourth-quarter and full-year 2025 results in February 2026, with adjusted EPS of $3.91 for the full year, landing in the top half of its guidance range and in May 2026, Entergy reported adjusted Q1 2026 EPS of $0.86, exceeding consensus, and reaffirmed its full-year guidance. Surging electricity demand from data centers and industrial customers has been a major driver for Entergy's stock. In early May 2026, Entergy announced and priced a registered underwritten offering of approximately 19.25 million shares of its common stock at $113.00 per share. Analysts have shown optimism, with firms like Scotiabank and UBS raising their price targets on Entergy in April 2026. Entergy announced a quarterly dividend payment to shareholders.

Demand for Entergy's electricity exhibits a typical seasonal pattern, with milder weather reducing consumption and extreme weather impacting demand and operational costs. The company's Gulf Coast service territory requires preparation for severe weather, including hurricane season. Increasing demand from large industrial customers and hyperscale data centers is providing a significant and growing base load, which can help mitigate some of the traditional weather-related seasonality.

Entergy Corporation is an American integrated energy company focused on electric power production and retail distribution in the Deep South. Headquartered in New Orleans, it operates in the Utilities sector, specifically the Regulated Electric industry. Entergy generates, transmits, distributes, and sells electric power, and in some areas, natural gas, with a generating capacity of approximately 25,000 to 27,000 megawatts from diverse sources. It serves approximately 3 to 3.1 million utility customers and also owns, operates, and decommissions nuclear power plants in the northern United States, selling electric power to wholesale customers.

Entergy's service territory includes portions of Arkansas, Louisiana, Mississippi, and Texas, covering major areas such as southeast Louisiana, Lafayette, Baton Rouge, eastern Arkansas, western Mississippi, and parts of southeast Texas, including Beaumont-Port Arthur-Orange and Conroe-Woodlands-Kingwood. The company also provides natural gas services in New Orleans and Baton Rouge.

Entergy's brand reputation has been positively influenced by its commitment to economic development and corporate citizenship. Site Selection magazine named Entergy a Top Utility in economic development for the 18th consecutive year. The Edison Electric Institute (EEI) awarded Entergy a 2025 Corporate Citizenship Award in the Volunteerism category. The company has also highlighted its focus on grid modernization and sustainable energy solutions.

Entergy Corporation's ownership is predominantly institutional, holding approximately 88% to 89% of shares. The Vanguard Group Inc., BlackRock, Inc., and State Street Corp are major institutional shareholders. Individual investors hold a smaller stake, with estimates around 10% to 37.59%, while insiders own less than 1% of the company's stock.