SG Americas Securities LLC Boosts Stock Holdings in Eversource Energy $ES

SG Americas Securities LLC increased its position in Eversource Energy (NYSE:ES) by 15,804.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 264,808 shares of the utilities provider’s stock after acquiring an additional 263,143 shares during the period. SG Americas Securities LLC owned about 0.07% of Eversource Energy worth $17,830,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Root Financial Partners LLC bought a new stake in shares of Eversource Energy in the 3rd quarter worth $26,000. Harel Insurance Investments & Financial Services Ltd. bought a new position in shares of Eversource Energy during the third quarter valued at $27,000. Elevation Point Wealth Partners LLC bought a new position in shares of Eversource Energy during the second quarter valued at $31,000. Johnson Financial Group Inc. boosted its position in shares of Eversource Energy by 73.5% during the third quarter. Johnson Financial Group Inc. now owns 465 shares of the utilities provider’s stock valued at $33,000 after buying an additional 197 shares during the last quarter. Finally, BOKF NA increased its holdings in Eversource Energy by 23,700.0% in the 3rd quarter. BOKF NA now owns 476 shares of the utilities provider’s stock worth $34,000 after buying an additional 474 shares in the last quarter. 79.99% of the stock is owned by institutional investors.

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

Analyst Upgrades and Downgrades

ES has been the topic of several research analyst reports. Bank of America lowered their target price on shares of Eversource Energy from $82.00 to $73.00 and set a “buy” rating on the stock in a research note on Friday. UBS Group decreased their price objective on shares of Eversource Energy from $80.00 to $74.00 and set a “neutral” rating for the company in a report on Friday. JPMorgan Chase & Co. increased their price objective on shares of Eversource Energy from $72.00 to $75.00 and gave the company an “underweight” rating in a research report on Thursday, March 12th. Mizuho dropped their target price on shares of Eversource Energy from $75.00 to $70.00 and set a “neutral” rating on the stock in a report on Thursday. Finally, Wells Fargo & Company raised shares of Eversource Energy from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $71.00 to $78.00 in a research report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $72.30.

Insider Activity at Eversource Energy

In related news, insider John Y. Kim sold 6,000 shares of the company’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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP John M. Moreira sold 7,800 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $73.90, for a total value of $576,420.00. Following the completion of the sale, the executive vice president owned 43,269 shares of the company’s stock, valued at $3,197,579.10. The trade was a 15.27% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, 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 Price Performance

NYSE ES opened at $67.53 on Friday. The business’s fifty day moving average is $71.32 and its 200 day moving average is $69.99. Eversource Energy has a fifty-two week low of $52.28 and a fifty-two week high of $76.41. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.59 and a current ratio of 0.65. The company has a market capitalization of $25.36 billion, a PE ratio of 14.78, a price-to-earnings-growth ratio of 2.94 and a beta of 0.76.

Eversource Energy (NYSE:ES) last issued its quarterly earnings results on Thursday, February 12th. The utilities provider reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. Eversource Energy had a return on equity of 11.18% and a net margin of 12.49%.The business had revenue of $3.37 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter in the prior year, the business posted $1.01 earnings per share. The business’s quarterly revenue was up 13.4% on a year-over-year basis. Eversource Energy has set its FY 2026 guidance at 4.800-4.950 EPS. Sell-side analysts predict that Eversource Energy will post 4.75 earnings per share for the current year.

Eversource Energy Increases Dividend

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

Eversource Energy 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.