Eversource Energy

ES

Market cap $25.7B

Regulated electric utilities typically anchor retirement portfolios with steady income.

I highlight five dividend stocks—HTO, ES, SNY, NLY, and AMCR—trading below fair value, each with strong balance sheets and good potential growth prospects. Each stock is projected to deliver double-digit average annual total returns (11.6%–20%) through 2030, with yields averaging nearly 7%. Scenario modeling incorporates expected EPS growth, dividend growth, and target P/E multiples, supporting robust total return forecasts even in recessionary or inflationary environments.

The bearish case on rate-sensitive regulated utilities at current levels is building, and NextEra Energy (NYSE:NEE | NEE Price Prediction) at $95.68 is the cleanest example of what Kevin Warsh's commitment to quantitative tightening will do to the group.

These high capital-intensity, asset-heavy companies offer a proven hedge against tech-market volatility.

Eversource Energy NYSE: ES reported higher first-quarter earnings and said it remains focused on strengthening its balance sheet, resolving regulatory issues and reducing business risk, even as a recent Federal Energy Regulatory Commission decision lowered the company's transmission return on equity and prompted a guidance revision.

Eversource Energy (ES) Q1 2026 Earnings Call Transcript

Eversource Energy beat Q1 earnings estimates and raises its 2026-2030 capital plan by $2.3B as revenues climb across key business segments.

Eversource Energy (ES) came out with quarterly earnings of $1.73 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.5 per share a year ago.

HARTFORD, Conn. & BOSTON--(BUSINESS WIRE)--Eversource Energy (NYSE: ES) today reported GAAP earnings of $606.8 million, or $1.61 per share, for the first quarter of 2026, compared with GAAP and non-GAAP earnings of $550.8 million, or $1.50 per share, for the first quarter of 2025. Non-GAAP recurring earnings totaled $650.7 million1, or $1.73 per share1, in the first quarter of 2026. Also today, the Eversource Energy Board of Trustees approved a common dividend of $0.7875 per share, payable June.

ES' heads into first-quarter earnings results with smart meter installs, transmission investments and disciplined costs in focus, though higher interest expenses may have affected gains.