Evergy, IncNasdaq: EVRG
Utilities · Electric Utilities
$82.75
-0.11%
Vol: 1.0M
Research Digest
Friday, May 1, 2026
Evergy 2025 earnings beat with new large customer deals and raised 2026 guidance
2025 adjusted EPS of $3.83 beat prior year on stronger reliability and new large customer signings. Company raised long-term EPS growth guidance to 6%-8% through 2030 driven by data center ESAs and $21.6B capital plan. Wells Fargo highlighted data center growth potential. Stock trades at 22.84 P/E with 3.2% dividend yield. UBS upgraded to Overweight with $88 target.
Previous Market Intelligence
13 daysApr 30Evergy released 2025 results with adjusted EPS of $3.83 (matching prior year) and 6%-8% long-term EPS growth target through 2030 supported by data center expansion.Positive▶
Evergy released 2025 results showing adjusted EPS of $3.83, even with prior year $3.81. The company declared quarterly dividend of $0.6950 per share and announced four large customer electric service agreements. UBS downgraded rating but raised price target to $88 on long-term 6%-8% EPS growth through 2030. Evergy announced Q1 2026 earnings release scheduled for May 7, 2026 before market open. The company has one of the largest data center pipelines of any U.S. utility relative to size, with facilities from QTS, Google, and Meta expanding power demand.
Apr 29Evergy releases 2025 results with EPS of $3.83, announces new large customers and 2026 guidance on February 19.Neutral▶
Evergy reported 2025 adjusted EPS of $3.83 vs $3.81 in 2024, signed electric service agreements for four large customer projects, and declared a quarterly dividend of $0.6950. Q1 2026 earnings scheduled for May 7. The utility sector shows steady demand for regulated electric services.
Apr 16Evergy stock hits all-time high of $85.25; Mizuho raises target to $82 citing $21.6B capital plan and data center deals.Positive▶
Evergy Inc reached all-time high of $85.25 USD, driven by announced electric service agreements for four large data center projects and expanded five-year capital investment plan of $21.6 billion. Mizuho raised price target to $82 citing data center contracts with rate base growth increased to 11.5% from 8.5%. Full year 2025 adjusted earnings were $893.8 million or $3.83 per share, up from $877.9 million or $3.81 in 2024. Company declared quarterly dividend of $0.6950 per share and has raised dividend for 22 consecutive years offering 3.2% yield. According to 8 analysts, average rating is Buy with 12-month price target of $87.25, representing 3.44% upside from current $83.66. TerraPower and Evergy signed MOU to explore siting Natrium reactor in Kansas.
Apr 15Evergy stock hits all-time high of $85.25; announces TerraPower nuclear reactor MOU and $21.6B capital plan.Positive▶
Evergy announced four new large-customer contracts and a MOU with TerraPower and Kansas to explore siting Natrium nuclear reactor. Released 2025 results with GAAP EPS of $3.66 and established 2026 guidance of $4.14-$4.34 EPS with 6-8%+ growth targets. $21.6B capital plan for 2026-2030 supports growth. 1-year total return of nearly 33%. Mizuho raised price target to $82. Consensus Buy with $87.25 target.
Apr 14Evergy extends 23-year dividend streak and secures data center partnerships; BTIG initiates Buy rating.Positive▶
Evergy extended dividend increase streak to 23 years and secured data center power-supply agreements. BTIG Research initiated Buy coverage citing earnings growth potential and supportive Midwest regulatory backdrop. On 9-day winning streak with 5.3% gains. Up 29.90% YoY. Trading at $83.44.
Apr 13Zacks raised Evergy Q4 2026 EPS estimate; Bank of America maintained Buy rating on dividend-focused utility.Positive▶
Zacks Research lifted Q4 2026 EPS estimates for Evergy to $0.55 from $0.54. Bank of America maintained Buy on April 3. Company increased quarterly dividend 4% to 69.5 cents. Issued $1B equity raise in January 2026. Planning $13.4B capex 2026-2029. Consensus Buy with PT $87.25 (3.44% upside).
Apr 10Evergy Extends 23-Year Dividend Streak; Data Center PartnershipsPositive▶
Extended 23-year dividend streak. Secured data center power-supply agreements. 9-day winning streak with 5.3% gains.
Apr 9Evergy extends 23-year dividend streak, secures data center power agreementsPositive▶
Evergy extended 23-year dividend increase streak; quarterly payout now $0.6950/share. Company secured new power supply agreements with data center customers, supported by BBB+ S&P credit rating. Q4 2025 revenue $1.34B surpassed Zacks estimate (+4.29%). FY2025 GAAP EPS $3.66 vs $3.79 YoY; adjusted EPS $3.83 vs $3.81. TerraPower partnership announced for Natrium reactor exploration in Kansas. Consensus "Moderate Buy" at $88.85 target (+10.8% upside) per 13 analysts.
Apr 8Evergy hits 9-day winning streak with 5.3% gains; extends 23-year dividend increase streak.Positive▶
EVRG extended 23-year dividend increase streak at $0.6950/share. New power-supply agreements with data center customers. 9-day winning streak +5.3%. $21.6B 2026-2030 capex plan.
Apr 7Evergy Extends Dividend Streak, Announces $21.6B Capital Plan with 6-8% EPS GrowthPositive▶
Evergy announced four new large-customer data center deals and a transformative $21.6B five-year capital investment plan (2026-2030) targeting 11.5% annualized rate base growth. Extended 23-year dividend increase streak with quarterly payout of $0.695. The company projects 6% annual retail load growth through 2030. Signed MOU with TerraPower and State of Kansas to explore Natrium reactor siting.
Apr 6Evergy increases dividend 4%, signs large customer contracts, explores nuclear partnership with TerraPowerPositive▶
Evergy announced 2025 GAAP EPS of $3.66 compared to $3.79 in 2024, with adjusted EPS of $3.83 versus $3.81 prior year. The company declared a 4% quarterly dividend increase to $0.6950 per share and signed electric service agreements for four large customer projects. In September 2025, TerraPower, Evergy, and Kansas Commerce announced a memorandum of understanding to explore siting TerraPower's Natrium reactor technology. Evergy has raised dividends for 23 consecutive years and is on track to become a Dividend Aristocrat. UBS downgraded with a price target raise to $88, while nine analysts maintain a Buy rating with a 12-month target of $85.11.
Apr 3Evergy extends 23-year dividend streak and wins new data center contracts; $21.6B 2026-2030 capex plan targets 6-8%+ annual EPS growth.Positive▶
Evergy extended its 23-year dividend streak and secured new data center power-supply agreements. Unveiled $21.6B capital plan for 2026-2030 (up $4.1B) targeting 6-8%+ annual EPS growth and 6% retail load growth through 2030. Data center pipeline among largest of any US utility. Consensus Buy with $85.11 target.
Apr 2Evergy signed 2.4GW ESAs for large customers; targeting 11.5% annualized rate base growth through 2030.Positive▶
Evergy announced four electric service agreements (ESAs) totaling 2.4 gigawatts for large customers, enabling 6% retail load growth through 2030 vs historical 0.5-1%. The utility raised its quarterly dividend to $0.6950/share and targets 6%-8% long-term EPS growth through 2030. 2025 adjusted EPS hit $3.83 vs $3.81 in 2024. Five-year capex plan of $21.6B from 2026-2030 includes $3B+ for new generation. Stock trades at $83.66 with 3.2% dividend yield. Analysts rate EVRG as 'Buy' with 12-month target of $85.11 (3.44% upside). Company on track to become Dividend Aristocrat.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| EVRGEVERGY | $82.75 | -0.11% | +0.2% | 18.3x | 0.60 | $19.1B |
| CEGCONSTELLATION | $308.34 | -1.49% | +13.8% | 22.8x | 1.19 | $113.4B |
| SOSOUTHERN | $97.02 | +0.33% | -0.3% | 19.6x | 0.41 | $109.0B |
| DUKDUKE | $128.89 | -0.51% | -1.4% | 18.1x | 0.45 | $100.8B |
| AEPAMERICAN | $137.20 | +0.06% | +3.6% | 19.9x | 0.57 | $74.5B |
| ETRENTERGY | $116.83 | -0.92% | +2.9% | 23.6x | 0.56 | $54.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.