Entergy (ETR)
Market Price (5/11/2026): $111.56 | Market Cap: $50.8 BilSector: Utilities | Industry: Electric Utilities
Entergy (ETR)
Market Price (5/11/2026): $111.56Market Cap: $50.8 BilSector: UtilitiesIndustry: Electric Utilities
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.7%, Dividend Yield is 2.2% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 41%, CFO LTM is 5.4 Bil Low stock price volatilityVol 12M is 19% Megatrend and thematic driversMegatrends include Renewable Energy Transition, Smart Grids & Grid Modernization, and Datacenter Power. Themes include Battery Storage & Grid Modernization, Show more. | Trading close to highsDist 52W High is -4.9%, Dist 3Y High is -4.9% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 60% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.9% Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -24% Key risksETR key risks include [1] infrastructure damage from severe Gulf Coast weather, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.7%, Dividend Yield is 2.2% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 41%, CFO LTM is 5.4 Bil |
| Low stock price volatilityVol 12M is 19% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Smart Grids & Grid Modernization, and Datacenter Power. Themes include Battery Storage & Grid Modernization, Show more. |
| Trading close to highsDist 52W High is -4.9%, Dist 3Y High is -4.9% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 60% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.9% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -24% |
| Key risksETR key risks include [1] infrastructure damage from severe Gulf Coast weather, Show more. |
Qualitative Assessment
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1. Strong Q1 2026 Financial Performance and Raised Outlook.
Entergy reported robust first-quarter 2026 adjusted earnings per share (EPS) of $0.86, surpassing analysts' estimates of $0.85 by 1.18%. The company also exceeded revenue expectations, reporting $3.19 billion against an estimated $2.89 billion, a 10% beat. Furthermore, Entergy affirmed its 2026 adjusted EPS guidance and raised its longer-term outlooks, specifically increasing its 2027 guidance by $0.20 and its 2029 target by $0.50, bringing the latter to $6.40 per share.
2. Significant Demand Growth Driven by Data Centers and Electrification.
A core driver for Entergy's positive trend is the escalating demand for electricity, particularly from hyperscale data centers and broader electrification efforts. Entergy announced a major Electric Service Agreement with Meta Platforms, Inc. for a new data center in North Louisiana, which is expected to generate an additional estimated $2 billion in savings for retail customers. This agreement led Entergy to increase its four-year capital plan by $14 billion to $57 billion. The company projects an 8.5% retail sales compound annual growth rate through 2029, including a 16% industrial sales CAGR. The total signed electric service agreements year-to-date have exceeded 1,000 megawatts, with a substantial incremental data center pipeline of 7-12 gigawatts still unplanned.
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Stock Movement Drivers
Fundamental Drivers
The 17.8% change in ETR stock from 1/31/2026 to 5/10/2026 was primarily driven by a 21.4% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 94.75 | 111.59 | 17.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 12,730 | 13,287 | 4.4% |
| Net Income Margin (%) | 14.3% | 13.6% | -5.2% |
| P/E Multiple | 23.2 | 28.2 | 21.4% |
| Shares Outstanding (Mil) | 447 | 456 | -2.0% |
| Cumulative Contribution | 17.8% |
Market Drivers
1/31/2026 to 5/10/2026| Return | Correlation | |
|---|---|---|
| ETR | 17.8% | |
| Market (SPY) | 3.6% | 0.8% |
| Sector (XLU) | 4.1% | 77.5% |
Fundamental Drivers
The 18.3% change in ETR stock from 10/31/2025 to 5/10/2026 was primarily driven by a 22.0% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 94.31 | 111.59 | 18.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 12,730 | 13,287 | 4.4% |
| Net Income Margin (%) | 14.3% | 13.6% | -5.2% |
| P/E Multiple | 23.1 | 28.2 | 22.0% |
| Shares Outstanding (Mil) | 447 | 456 | -2.0% |
| Cumulative Contribution | 18.3% |
Market Drivers
10/31/2025 to 5/10/2026| Return | Correlation | |
|---|---|---|
| ETR | 18.3% | |
| Market (SPY) | 5.5% | 17.0% |
| Sector (XLU) | 1.8% | 80.1% |
Fundamental Drivers
The 38.6% change in ETR stock from 4/30/2025 to 5/10/2026 was primarily driven by a 51.8% change in the company's Net Income Margin (%).| (LTM values as of) | 4302025 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 80.51 | 111.59 | 38.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 11,880 | 13,287 | 11.9% |
| Net Income Margin (%) | 8.9% | 13.6% | 51.8% |
| P/E Multiple | 32.6 | 28.2 | -13.3% |
| Shares Outstanding (Mil) | 429 | 456 | -5.8% |
| Cumulative Contribution | 38.6% |
Market Drivers
4/30/2025 to 5/10/2026| Return | Correlation | |
|---|---|---|
| ETR | 38.6% | |
| Market (SPY) | 30.4% | 18.9% |
| Sector (XLU) | 16.6% | 80.2% |
Fundamental Drivers
The 132.2% change in ETR stock from 4/30/2023 to 5/10/2026 was primarily driven by a 70.1% change in the company's Net Income Margin (%).| (LTM values as of) | 4302023 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 48.06 | 111.59 | 132.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 13,764 | 13,287 | -3.5% |
| Net Income Margin (%) | 8.0% | 13.6% | 70.1% |
| P/E Multiple | 18.2 | 28.2 | 54.9% |
| Shares Outstanding (Mil) | 416 | 456 | -8.7% |
| Cumulative Contribution | 132.2% |
Market Drivers
4/30/2023 to 5/10/2026| Return | Correlation | |
|---|---|---|
| ETR | 132.2% | |
| Market (SPY) | 78.7% | 23.3% |
| Sector (XLU) | 42.1% | 74.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ETR Return | 17% | 5% | -6% | 56% | 25% | 23% | 176% |
| Peers Return | 22% | 4% | -10% | 17% | 17% | 10% | 74% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 7% | 95% |
Monthly Win Rates [3] | |||||||
| ETR Win Rate | 50% | 58% | 33% | 75% | 58% | 80% | |
| Peers Win Rate | 60% | 63% | 50% | 58% | 65% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| ETR Max Drawdown | -12% | -12% | -18% | -4% | -1% | -1% | |
| Peers Max Drawdown | -8% | -13% | -21% | -6% | -3% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEE, DUK, SO, AEP, EXC. See ETR Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/8/2026 (YTD)
How Low Can It Go
| Event | ETR | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -14.0% | -9.5% |
| % Gain to Breakeven | 16.2% | 10.5% |
| Time to Breakeven | 70 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -11.0% | -24.5% |
| % Gain to Breakeven | 12.4% | 32.4% |
| Time to Breakeven | 21 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.3% | -33.7% |
| % Gain to Breakeven | 70.2% | 50.9% |
| Time to Breakeven | 752 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -13.5% | -3.7% |
| % Gain to Breakeven | 15.7% | 3.9% |
| Time to Breakeven | 152 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -12.9% | -12.2% |
| % Gain to Breakeven | 14.8% | 13.9% |
| Time to Breakeven | 146 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -17.0% | -6.8% |
| % Gain to Breakeven | 20.5% | 7.3% |
| Time to Breakeven | 152 days | 15 days |
In The Past
Entergy's stock fell -9.5% during the 2025 US Tariff Shock. Such a loss loss requires a 10.5% gain to breakeven.
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Asset Allocation
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| Event | ETR | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -41.3% | -33.7% |
| % Gain to Breakeven | 70.2% | 50.9% |
| Time to Breakeven | 752 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -47.2% | -53.4% |
| % Gain to Breakeven | 89.2% | 114.4% |
| Time to Breakeven | 2106 days | 1085 days |
In The Past
Entergy's stock fell -9.5% during the 2025 US Tariff Shock. Such a loss loss requires a 10.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Entergy (ETR)
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It's like the Duke Energy of the Central Southern U.S.
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- Electric Power Generation: Production of electricity from diverse sources including natural gas, nuclear, coal, hydro, and solar.
- Electric Power Transmission and Distribution: The comprehensive service of transmitting and distributing electricity from generation facilities to end-use customers.
- Retail Electricity Sales: Selling electricity directly to residential, commercial, and industrial utility customers within its service territories.
- Wholesale Electricity Sales: Selling large volumes of electric power to other utilities, power trading organizations, and large industrial consumers.
- Natural Gas Distribution: The service of delivering natural gas to customers within its designated utility service areas.
- Nuclear Plant Services: Ownership, operation, and decommissioning of nuclear power plants, alongside providing related services to other nuclear plant owners.
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Major Customers of Entergy (ETR)
Based on the provided company description, Entergy serves a diverse customer base through its two main segments: Utility and Entergy Wholesale Commodities. Given that its Utility segment "delivers electricity to 3 million utility customers" in Arkansas, Louisiana, Mississippi, and Texas, a significant portion of these are individual residential customers, alongside businesses. Therefore, Entergy primarily serves individuals and other end-users directly through its utility operations.
Customer Categories:
- Residential Customers: Individuals and households within its service territories (Arkansas, Louisiana, Mississippi, and Texas) who consume electricity and natural gas for personal use.
- Commercial Customers: Small and medium-sized businesses, retail establishments, offices, and other commercial enterprises within its utility service areas.
- Industrial Customers: Large industrial facilities, manufacturers, and other high-demand businesses that require significant amounts of electricity for their operations.
Additionally, through its Entergy Wholesale Commodities segment, the company sells electric power to various other companies, including retail power providers, other utilities, electric power co-operatives, power trading organizations, and other power generation companies. However, the description does not name specific customer companies for this segment, nor does it imply this segment represents the primary customer base in terms of direct customer count when compared to the 3 million utility customers.
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- Centrus Energy Corp. (LEA)
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Drew Marsh, Chair and Chief Executive Officer
Drew Marsh is the chair and chief executive officer of Entergy, appointed CEO in 2022 and chair in 2023. He joined Entergy in 1998 as an associate in strategic planning and special projects. Before becoming CEO, Marsh served as executive vice president and chief financial officer of Entergy from 2013 to 2022, overseeing corporate finance, accounting, internal audit, treasury, investor relations, and corporate development and planning. He also held roles as vice president of system planning and operations and vice president of strategic planning for Entergy-Koch LP, a joint venture with Koch Industries Inc.
Kimberly Fontan, Executive Vice President and Chief Financial Officer
Kimberly Fontan is the executive vice president and chief financial officer of Entergy, a role she assumed in 2022. She is responsible for overseeing corporate finance, accounting, internal audit, treasury, investor relations, corporate development and planning, and the integrated customer organization. Prior to her CFO appointment, Fontan served as senior vice president and chief accounting officer, where she managed monthly financial reports, regulatory filings, and accounting policy. Her previous roles at Entergy include vice president of system planning and operations, vice president of regulatory services, and vice president for Louisiana regulatory affairs. She is a certified public accountant.
Kimberly Cook-Nelson, Executive Vice President and Chief Operating Officer
Kimberly Cook-Nelson assumed the role of Executive Vice President and Chief Operating Officer of Entergy on May 1, 2025. Prior to this, she served as Executive Vice President and Chief Nuclear Officer since November 2022. Her tenure at Entergy also includes roles as Chief Operating Officer of Nuclear Operations and Vice President of System Planning and Operations.
Marcus Brown, Executive Legal Advisor to the Chair and CEO
Marcus Brown transitioned to the role of Executive Legal Advisor to Entergy's Chair and CEO, Drew Marsh, on December 1, 2025. He is set to retire in Spring 2026 after a nearly four-decade legal career. Previously, Brown served as Executive Vice President and General Counsel of Entergy Corporation, where he oversaw legal, ethics and compliance, corporate communications, federal policy, regulatory and governmental affairs, and cyber security governance. He joined Entergy in 1995 after practicing with the Stone Pigman law firm.
Haley Fisackerly, President and CEO, Entergy Mississippi
Haley Fisackerly is the president and CEO of Entergy Mississippi, a position he has held since 2008. He is responsible for the company's safe and reliable service, financial performance, customer service, regulatory and public affairs, resource planning, economic development programs, and charitable contributions. Before his current role, Fisackerly served as vice president of customer operations at Entergy Mississippi and vice president of governmental and regulatory affairs at Entergy Nuclear. He joined Entergy in 1995, having previously worked for U.S. Senator Thad Cochran's office.
AI Analysis | Feedback
The key risks to Entergy's business are:- Execution and Regulatory Delays: Entergy faces significant risks related to the execution of its substantial capital expansion plan, which is projected to be $41 billion through 2029. Delays in permitting, construction, or the overall deployment of these capital projects can hinder its growth trajectory and impact near-term cash flow. Additionally, as a regulated utility, Entergy relies on timely regulatory approvals and cost recovery for its investments and storm restoration costs. Any lag between capital deployment and recovery, or increased regulatory scrutiny (especially in politically complex jurisdictions like Louisiana), could put pressure on its financial health.
- Severe Weather Events: Operating in the Gulf South, Entergy's service territory is highly susceptible to severe climate events, including hurricanes, winter storms, and wildfires. These natural disasters can cause extensive infrastructure damage, leading to increased operational costs, supply chain disruptions, and substantial financial risks associated with storm restoration.
- Customer Concentration Risk: A significant portion of Entergy's growth strategy is tied to large industrial and data center customers. While these customers represent a key growth driver and often contribute to infrastructure upgrades, a dependency on a limited number of such large customers introduces a concentration risk. Any reduction in demand or delays/cancellations of projects from these customers could adversely impact the company's financial condition and growth trajectory.
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The clear emerging threat for Entergy is the increasing adoption of distributed energy resources (DERs), such as rooftop solar panels combined with battery storage solutions, by residential and commercial customers. This allows customers to generate and store their own electricity, reducing their reliance on the traditional utility grid and subsequently decreasing their demand for electricity purchased from Entergy. This trend, driven by falling technology costs and a desire for energy independence, poses a direct threat to Entergy's core business model of generating, transmitting, distributing, and selling electric power, by diminishing volumetric sales and potentially impacting grid utilization.
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Entergy Corporation (ETR) operates primarily in two segments: Utility and Entergy Wholesale Commodities. The addressable markets for its main products and services, primarily electricity and natural gas in its utility service territory, are sized as follows:
Utility Segment: Retail Electricity
Entergy's Utility segment generates, transmits, distributes, and sells electric power in portions of Arkansas, Louisiana, Mississippi, and Texas. The addressable retail electricity market size for these regions, based on total electric utility revenues in 2024, is approximately $71.41 billion (U.S.).
- Arkansas: The total retail electricity sales revenue for Arkansas in 2024 was approximately $4.79 billion (U.S.).
- Louisiana: The total retail electricity sales revenue for Louisiana in 2024 was approximately $8.39 billion (U.S.).
- Mississippi: The total retail electricity sales revenue for Mississippi in 2024 was approximately $5.32 billion (U.S.).
- Texas: The total retail electricity sales revenue for Texas in 2024 was approximately $52.91 billion (U.S.).
Utility Segment: Natural Gas Distribution
Entergy's Utility segment also distributes natural gas in its service territories. While precise revenue-based market sizes for natural gas distribution across Entergy's specific service regions within these states are not readily available, consumption figures indicate the scale of the addressable market:
- Arkansas: Natural gas consumption in Arkansas was 329,504 million cubic feet (MMcf) in 2024.
- Louisiana: Customers in Louisiana consume approximately 1,529.0 billion cubic feet (Bcf) of natural gas annually.
- Mississippi: Customers in Mississippi consume approximately 566.0 billion cubic feet (Bcf) of natural gas annually.
- Texas: While natural gas production in Texas exceeded 12.2 trillion cubic feet (Tcf) in 2023, representing a significant overall market, specific figures for the natural gas distribution market's revenue in Entergy's service areas are not available.
Entergy Wholesale Commodities Segment
Information to size the addressable markets for the Entergy Wholesale Commodities segment, which includes the ownership, operation, and decommissioning of nuclear power plants located in the northern United States and the sale of electric power to wholesale customers, is not readily available.
AI Analysis | Feedback
Entergy Corporation (ETR) is poised for future revenue growth over the next 2-3 years, driven by several key strategic initiatives and market trends:
- Industrial Load Growth, Particularly Data Centers: A significant driver of revenue growth for Entergy is the burgeoning demand from industrial customers, especially hyperscale data centers, across its Gulf Coast service territory. Entergy has already secured electric service agreements totaling approximately 3.5 gigawatts (GW) in 2025, and a substantial pipeline of 7 to 12 GW from data centers, along with another 3-5 GW from other industrial demand, remains uncontracted and offers further upside potential. The company anticipates weather-adjusted retail sales to increase by 5% in 2026, supported by an impressive 10% industrial sales growth, with a projected 15% industrial compound annual growth rate (CAGR) through 2029.
- Robust Capital Investment Plan and Rate Base Expansion: Entergy has outlined an ambitious capital investment plan, raising its 2026-2029 utility capital spending to $43 billion, an increase of $2 billion from its prior outlook. This substantial investment, with $11.6 billion planned for 2026, is primarily directed towards new generation and transmission infrastructure expansion, particularly in Louisiana. This strategic deployment of capital is expected to significantly grow Entergy's rate base, which forms the foundation for increased earnings in a regulated utility environment.
- Expansion and Diversification of Generation Capacity: To meet escalating demand, Entergy is actively expanding and diversifying its generation portfolio. This includes the ongoing construction or approval of more than 8 GW of combined-cycle gas plants, enhancing output from its Waterford 3 nuclear facility with a 45-megawatt uprate, and a significant push into renewable energy. The company expects approximately 800 megawatts of solar capacity to be online by 2028, with an additional 1.9 GW pending regulatory review, aiming for more than 5,000 MW of solar power by the end of 2028.
- Regulatory Cost Recovery and Rate Adjustments: As a regulated utility, Entergy's investments in infrastructure and generation capacity are designed to be recovered through its rate base. The company anticipates residential customer rates to increase by approximately 4% annually through 2029, enabling the recovery of costs associated with new infrastructure. Additionally, Entergy's "Fair Share Plus" regulatory framework introduces a model where hyperscale data center clients contribute to their own power needs and grid upgrades, aiming to provide customer savings while supporting large-scale infrastructure investments.
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Capital Allocation Decisions (2021-2025)
Share Issuance
- Entergy settled approximately $800 million in equity forwards through the third quarter of 2025, with an additional $330 million settled after quarter-end (October 2025), which amounted to about 5.7 million shares.
- On March 21, 2025, Entergy completed an offering that included the sale of 15,568,863 shares and an additional 2,227,538 shares at a forward sale price of $81.87175 per share, potentially leading to earnings per share dilution.
- The number of shares outstanding increased, with 0.45 billion shares in 2025 (a 4.3% increase from 2024), 0.432 billion shares in 2024 (a 1.61% increase from 2023), and 0.425 billion shares in 2023 (a 3.32% increase from 2022).
Outbound Investments
- Entergy's raised 2026-2029 capital plan includes approximately $1.5 billion for the proposed acquisition of the Cottonwood generating facility in Texas.
Capital Expenditures
- Entergy's capital plan for 2026-2029 is $43 billion, an increase of $2 billion from a prior outlook.
- Total capital spending for 2026 is projected to be $11.6 billion, which is approximately $3.6 billion higher than the capital expenditures in 2025.
- The company invested around $8 billion in 2025, with a significant focus on infrastructure and generation capacity. Capital expenditures are primarily directed towards upgrading transmission and distribution infrastructure for improved reliability and resilience, expanding clean energy capacity through new generation projects (including solar), and supporting rapid industrial and data center growth across its service territories.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Entergy Earnings Notes | 04/28/2026 | |
| Entergy vs Southern: Which Stock Could Rally? | 04/03/2026 | |
| Entergy Stock Surges 15%, With A 9-Day Winning Spree | 04/03/2026 | |
| Pay Less, Grow More: EIX, PEG Beat Entergy Stock | 04/02/2026 | |
| Entergy Stock 8-Day Winning Spree: Stock Climbs 14% | 04/02/2026 | |
| Entergy Stock Rockets 12% With 7-Day Winning Streak | 04/01/2026 | |
| 6-Day Rally Sends Entergy Stock Up 11% | 03/31/2026 | |
| Entergy Stock Surges 10.0%, With A 5-Day Winning Spree | 03/28/2026 | |
| ARTICLES | ||
| How Will Entergy Stock React To Its Upcoming Earnings? | 04/28/2026 | |
| Entergy Stock On Fire: Up 15% With 9-Day Winning Streak | 04/03/2026 | |
| S&P 500 Stocks Trading At 52-Week High | 04/03/2026 | |
| PEG, EIX Top Entergy Stock on Price & Potential | 04/02/2026 | |
| 7-Day Rally Sends Entergy Stock Up 12% | 04/01/2026 |
Trade Ideas
Select ideas related to ETR.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | SRE | Sempra | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | -2.1% | -2.1% | -4.9% |
| 12122025 | CTRI | Centuri | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 41.5% | 41.5% | -5.5% |
| 11212025 | PEG | Public Service Enterprise | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.1% | 2.1% | -4.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 102.34 |
| Mkt Cap | 83.6 |
| Rev LTM | 26,326 |
| Op Inc LTM | 6,392 |
| FCF LTM | -3,196 |
| FCF 3Y Avg | -1,838 |
| CFO LTM | 8,396 |
| CFO 3Y Avg | 7,848 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.3% |
| Rev Chg 3Y Avg | 4.4% |
| Rev Chg Q | 9.1% |
| QoQ Delta Rev Chg LTM | 2.4% |
| Op Inc Chg LTM | 4.0% |
| Op Inc Chg 3Y Avg | 13.2% |
| Op Mgn LTM | 24.3% |
| Op Mgn 3Y Avg | 24.4% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 33.8% |
| CFO/Rev 3Y Avg | 35.0% |
| FCF/Rev LTM | -10.7% |
| FCF/Rev 3Y Avg | -6.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 83.6 |
| P/S | 3.3 |
| P/Op Inc | 13.5 |
| P/EBIT | 12.2 |
| P/E | 21.5 |
| P/CFO | 9.7 |
| Total Yield | 6.9% |
| Dividend Yield | 2.7% |
| FCF Yield 3Y Avg | -2.6% |
| D/E | 0.7 |
| Net D/E | 0.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.7% |
| 3M Rtn | 3.8% |
| 6M Rtn | 5.9% |
| 12M Rtn | 17.6% |
| 3Y Rtn | 40.1% |
| 1M Excs Rtn | -13.6% |
| 3M Excs Rtn | -3.0% |
| 6M Excs Rtn | -2.2% |
| 12M Excs Rtn | -15.9% |
| 3Y Excs Rtn | -38.8% |
Comparison Analyses
Price Behavior
| Market Price | $111.59 | |
| Market Cap ($ Bil) | 50.4 | |
| First Trading Date | 06/01/1972 | |
| Distance from 52W High | -4.9% | |
| 50 Days | 200 Days | |
| DMA Price | $109.75 | $96.75 |
| DMA Trend | up | up |
| Distance from DMA | 1.7% | 15.3% |
| 3M | 1YR | |
| Volatility | 25.1% | 19.4% |
| Downside Capture | -0.15 | 0.11 |
| Upside Capture | 42.21 | 53.99 |
| Correlation (SPY) | 2.4% | 17.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.17 | 0.08 | 0.01 | 0.25 | 0.29 | 0.34 |
| Up Beta | 0.20 | 0.27 | 0.23 | 0.25 | 0.14 | 0.32 |
| Down Beta | 0.44 | -0.51 | -0.46 | 0.12 | 0.23 | 0.36 |
| Up Capture | 25% | 31% | 38% | 48% | 43% | 19% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 11 | 22 | 36 | 69 | 134 | 398 |
| Down Capture | 116% | 1% | -38% | 11% | 27% | 42% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 11 | 21 | 28 | 56 | 118 | 350 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ETR | |
|---|---|---|---|---|
| ETR | 36.0% | 19.5% | 1.45 | - |
| Sector ETF (XLU) | 14.0% | 14.4% | 0.69 | 80.8% |
| Equity (SPY) | 29.0% | 12.5% | 1.83 | 17.7% |
| Gold (GLD) | 39.8% | 27.0% | 1.22 | 19.5% |
| Commodities (DBC) | 50.6% | 18.0% | 2.21 | -3.0% |
| Real Estate (VNQ) | 13.0% | 13.5% | 0.66 | 42.0% |
| Bitcoin (BTCUSD) | -17.4% | 42.1% | -0.34 | 10.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ETR | |
|---|---|---|---|---|
| ETR | 20.0% | 22.5% | 0.77 | - |
| Sector ETF (XLU) | 9.3% | 17.3% | 0.40 | 79.7% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 33.8% |
| Gold (GLD) | 20.9% | 17.9% | 0.95 | 15.9% |
| Commodities (DBC) | 13.8% | 19.1% | 0.59 | 12.5% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 50.7% |
| Bitcoin (BTCUSD) | 7.0% | 56.0% | 0.34 | 9.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ETR | |
|---|---|---|---|---|
| ETR | 16.1% | 24.0% | 0.63 | - |
| Sector ETF (XLU) | 9.8% | 19.2% | 0.44 | 85.1% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 46.8% |
| Gold (GLD) | 13.4% | 15.9% | 0.69 | 15.6% |
| Commodities (DBC) | 9.3% | 17.8% | 0.44 | 16.0% |
| Real Estate (VNQ) | 5.8% | 20.7% | 0.24 | 63.9% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 8.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | 1.3% | 4.3% | |
| 2/12/2026 | 1.8% | 3.1% | 5.4% |
| 10/29/2025 | 0.5% | 1.3% | 2.3% |
| 7/30/2025 | 1.2% | 2.4% | 2.2% |
| 4/29/2025 | -1.8% | -0.1% | -3.2% |
| 2/18/2025 | 6.0% | 3.4% | 1.2% |
| 10/31/2024 | 15.2% | 8.7% | 17.1% |
| 8/1/2024 | 4.2% | 0.9% | 4.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 12 | 15 |
| # Negative | 5 | 9 | 5 |
| Median Positive | 1.3% | 3.3% | 5.4% |
| Median Negative | -1.3% | -0.6% | -3.2% |
| Max Positive | 15.2% | 8.7% | 17.1% |
| Max Negative | -4.4% | -3.7% | -5.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 4/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EPS | 4.25 | 4.35 | 4.45 | 0.0% | Affirmed | Guidance: 4.35 for 2026 | |
Prior: Q4 2025 Earnings Reported 2/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EPS | 4.25 | 4.35 | 4.45 | 11.5% | Higher New | Guidance: 3.9 for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Viamontes, Eliecer | 401(k) Plan | Sell | 3032026 | 106.23 | 2,900 | Form | |||
| 2 | Viamontes, Eliecer | Direct | Sell | 3032026 | 106.84 | 1,820 | 194,449 | 1,112,952 | Form | |
| 3 | Viamontes, Eliecer | spouse | Sell | 3032026 | 106.30 | 554 | 58,890 | 369,499 | Form | |
| 4 | Hudson, John O Iii | Chief External Affairs Officer | Direct | Sell | 2252026 | 104.79 | 10,000 | 1,047,900 | 554,758 | Form |
| 5 | Dinelli, John C | EVP and Chief Nuclear Officer | Direct | Sell | 2242026 | 103.95 | 5,372 | 558,419 | 2,454,156 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.