FY2026 Earnings Estimate for NRG Energy Issued By Scotiabank

NRG Energy, Inc. (NYSE:NRG) – Equities researchers at Scotiabank cut their FY2026 earnings per share (EPS) estimates for NRG Energy in a research note issued to investors on Wednesday, August 19th. Scotiabank analyst A. Weisel now forecasts that the utilities provider will earn $8.97 per share for the year, down from their previous forecast of $10.02. Scotiabank has a “Sector Outperform” rating and a $211.00 price target on the stock. The consensus estimate for NRG Energy’s current full-year earnings is $8.51 per share. Scotiabank also issued estimates for NRG Energy’s FY2027 earnings at $10.76 EPS.

NRG Energy (NYSE:NRG) last released its quarterly earnings results on Tuesday, August 4th. The utilities provider reported $1.49 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.69 by ($0.20). The firm had revenue of $7.48 billion for the quarter, compared to the consensus estimate of $7.31 billion. NRG Energy had a return on equity of 52.95% and a net margin of 2.56%.The firm’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.73 EPS. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS.

A number of other equities analysts also recently weighed in on NRG. Siebert Williams Shank initiated coverage on shares of NRG Energy in a research note on Monday, July 6th. They set a “buy” rating and a $184.00 target price for the company. Evercore reiterated an “outperform” rating and set a $195.00 price target on shares of NRG Energy in a report on Wednesday, August 5th. Weiss Ratings raised NRG Energy from a “hold (c-)” rating to a “hold (c+)” rating in a research report on Monday, August 17th. Barclays upped their target price on NRG Energy from $200.00 to $204.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. Finally, UBS Group decreased their target price on NRG Energy from $221.00 to $216.00 and set a “buy” rating for the company in a research note on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $198.43.

NRG Energy Trading Up 1.8%

NYSE:NRG opened at $113.82 on Monday. NRG Energy has a 52 week low of $111.30 and a 52 week high of $189.96. The company has a debt-to-equity ratio of 5.17, a quick ratio of 0.89 and a current ratio of 0.97. The firm’s fifty day moving average is $131.51 and its 200-day moving average is $144.24. The firm has a market cap of $24.01 billion, a P/E ratio of 30.11 and a beta of 1.22.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in NRG. Brighton Jones LLC raised its holdings in shares of NRG Energy by 41.8% in the 4th quarter. Brighton Jones LLC now owns 5,187 shares of the utilities provider’s stock valued at $468,000 after acquiring an additional 1,528 shares in the last quarter. Integrated Wealth Concepts LLC bought a new position in shares of NRG Energy in the first quarter worth approximately $323,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in NRG Energy by 7.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,257 shares of the utilities provider’s stock valued at $1,934,000 after purchasing an additional 1,381 shares in the last quarter. Woodline Partners LP lifted its position in NRG Energy by 40.7% during the first quarter. Woodline Partners LP now owns 17,114 shares of the utilities provider’s stock valued at $1,634,000 after purchasing an additional 4,949 shares during the last quarter. Finally, Marshall Wace LLP purchased a new position in NRG Energy in the 2nd quarter worth approximately $7,937,000. Hedge funds and other institutional investors own 97.72% of the company’s stock.

Insider Activity

In other NRG Energy news, VP Virginia Kinney sold 20,000 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $127.52, for a total value of $2,550,400.00. Following the completion of the sale, the vice president directly owned 45,111 shares of the company’s stock, valued at $5,752,554.72. This trade represents a 30.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is currently owned by insiders.

NRG Energy Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Monday, August 3rd were given a dividend of $0.475 per share. The ex-dividend date was Monday, August 3rd. This represents a $1.90 annualized dividend and a yield of 1.7%. NRG Energy’s dividend payout ratio is presently 50.26%.

NRG Energy Company Profile

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.