Eversource Energy

ES

Market cap $28.4B

Eversource Energy reaffirms its "Buy" rating, supported by a $26.5 billion five-year capex plan and robust financials. ES targets 5%–7% annual non-GAAP EPS growth, underpinned by an 8.3% rate base CAGR and constructive regulatory outcomes. Shares trade at a 9% discount to fair value ($83), offering 14% upside potential by end-2026 and a 4.2% forward yield.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

At 24/7 Wall St., we have closely followed dividend-paying stocks for over 15 years.

Barron's 2025 Top 100 Sustainable Companies, ranked via Calvert's ESG metrics, highlight dividend-paying 'dogs' with strong yield and potential upside. Yield-based analysis identifies Robert Half, Regions Financial, and others as offering dividends exceeding share prices, with Regions uniquely 'safer' by free cash flow. Analyst forecasts suggest 17.46%–42.16% net gains for select ESG 'dogs' by February 2027, with average risk 12% below the market.

HARTFORD, Conn. & BOSTON--(BUSINESS WIRE)--Add after last table of release dated February 12, 2026: "CONSOLIDATED STATEMENTS OF INCOME/(LOSS)" table. The updated release reads: EVERSOURCE ENERGY REPORTS FULL-YEAR & FOURTH QUARTER 2025 RESULTS Eversource Energy (NYSE: ES) today reported full-year 2025 earnings of $1.69 billion, or $4.56 per share, compared with full-year 2024 earnings of $811.7 million, or $2.27 per share. Non-GAAP recurring earnings totaled $1.77 billion1, or $4.76 per shar.

ES Q4 EPS tops estimates as revenues climb 13% y/y, operating income more than doubles, and the company guides 2026 EPS of $4.80-$4.95.

Eversource Energy (ES) Q4 2025 Earnings Call Transcript

Eversource Energy (ES) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $1.01 per share a year ago.

Eversource Energy posted a rise in fourth-quarter profit on Thursday, lifted by stronger results across its gas business and the absence of hefty one-time charges that had weighed on year-earlier earnings.

HARTFORD, Conn. & BOSTON--(BUSINESS WIRE)--Eversource Energy (NYSE: ES) today reported full-year 2025 earnings of $1.69 billion, or $4.56 per share, compared with full-year 2024 earnings of $811.7 million, or $2.27 per share. Non-GAAP recurring earnings totaled $1.77 billion1, or $4.76 per share1, for the full-year 2025, compared with $1.63 billion1, or $4.57 per share1, for the full-year 2024. The Company's 2025 updated non-GAAP recurring earnings guidance was between $4.72 and $4.80 per share.