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Eversource Energy Stock Research

ES

62.60USD-1.41(-2.20%)Delayedas of 22 Sep 2023, 10:52 am
Watchlist

Market Summary

USD62.60-1.41
Delayedas of 22 Sep 2023, 10:52 am
-2.20%

ES Alerts

  • 1 major insider sales recently.
  • Big fall in earnings (Y/Y)

ES Stock Price

ES RSI Chart

ES Valuation

Market Cap

22.3B

Price/Earnings (Trailing)

18.87

Price/Sales (Trailing)

1.76

Price/Free Cashflow

-12.95

ES Price/Sales (Trailing)

ES Profitability

Return on Equity

9.27%

Return on Assets

2.7%

Free Cashflow Yield

-7.72%

ES Fundamentals

ES Revenue

Revenue (TTM)

12.7B

Revenue Y/Y

2.2%

Revenue Q/Q

-30.73%

ES Earnings

Earnings (TTM)

1.2B

Earnings Y/Y

-94.11%

Earnings Q/Q

-96.49%

Price Action

52 Week Range

60.9887.07
(Low)(High)

Last 7 days

-0.7%

Last 30 days

0.2%

Last 90 days

-8.2%

Trailing 12 Months

-26.6%

ES Financial Health

Current Ratio

0.65

ES Investor Care

Dividend Yield

4.06%

Dividend/Share (TTM)

2.6

Shares Dilution (1Y)

0.90%

Diluted EPS (TTM)

3.37

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for ES

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-16
BUTLER GREGORY B
sold
-963,795
64.253
-15,000
executive vp & general counsel
2023-07-05
NOVA DANIEL J
acquired
-
-
1,362
-
2023-03-03
FORRY LINDA DORCENA
sold
-116,594
75.028
-1,554
-
2023-02-22
Carmody Christine M
sold (taxes)
-223,070
80.27
-2,779
evp - hr and it
2023-02-22
BUTLER GREGORY B
sold (taxes)
-287,367
80.27
-3,580
executive vp & general counsel
2023-02-22
SCHWEIGER WERNER J
sold (taxes)
-403,598
80.27
-5,028
executive vp and coo
2023-02-22
NOLAN JOSEPH R JR
sold (taxes)
-377,510
80.27
-4,703
chairman of the bd, pres & ceo
2023-02-22
Moreira John M.
sold (taxes)
-69,433
80.27
-865
evp, cfo and treasurer
2023-02-22
BUTH JAY S.
sold (taxes)
-43,907
80.27
-547
vp, controller, chief acct off
2023-02-22
Conner Penelope M
sold (taxes)
-45,994
80.27
-573
evp-cust exp & energy strategy

1–10 of 50

Which funds bought or sold ES recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-20
Mondrian Investment Partners LTD
added
32.46
137,571
824,303
0.02%
2023-09-12
Prosperity Wealth Management, Inc.
added
0.34
-48,754
488,476
0.32%
2023-09-12
Farther Finance Advisors, LLC
reduced
-5.2
-8,699
53,048
0.01%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
unchanged
-
-6,224
60,140
0.02%
2023-09-07
ST GERMAIN D J CO INC
new
-
1,410,320
1,410,320
0.07%
2023-09-05
Delos Wealth Advisors, LLC
sold off
-100
-2,192
-
-%
2023-08-30
Strait & Sound Wealth Management LLC
added
1.58
-22,810
264,248
0.26%
2023-08-28
DT Investment Partners, LLC
unchanged
-
-4,253
40,592
-%
2023-08-25
Gould Capital, LLC
unchanged
-
-5,872
56,736
0.04%
2023-08-25
STRATEGY ASSET MANAGERS LLC
added
4.28
-13,265
228,169
0.05%

1–10 of 48

Latest Funds Activity

Are funds buying ES calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own ES
No. of Funds

Schedule 13G FIlings of Eversource Energy

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
12.95%
45,116,646
SC 13G/A
Feb 06, 2023
state street corp
7.31%
25,464,835
SC 13G/A
Jan 26, 2023
blackrock inc.
10.9%
38,124,127
SC 13G/A
Jan 20, 2023
blackrock inc.
10.9%
38,124,127
SC 13G
Feb 11, 2022
state street corp
6.47%
22,273,834
SC 13G/A
Feb 11, 2022
magellan asset management ltd
4.91%
16,906,322
SC 13G
Feb 09, 2022
vanguard group inc
12.13%
41,753,614
SC 13G/A
Jan 10, 2022
blackrock inc.
11.5%
39,646,912
SC 13G/A
Feb 10, 2021
vanguard group inc
11.93%
40,913,941
SC 13G/A
Feb 10, 2021
magellan asset management ltd
7.45%
25,533,531
SC 13G

Recent SEC filings of Eversource Energy

View All Filings
Date Filed Form Type Document
Sep 19, 2023
144
Notice of Insider Sale Intent
Sep 18, 2023
8-K
Current Report
Sep 07, 2023
8-K
Current Report
Aug 18, 2023
4
Insider Trading
Aug 16, 2023
144
Notice of Insider Sale Intent
Aug 04, 2023
10-Q
Quarterly Report
Jul 31, 2023
8-K
Current Report
Jul 07, 2023
4
Insider Trading
Jun 20, 2023
11-K
Employee Benefit Details

ES Fair Value

Loading...

Peers (Alternatives to Eversource Energy)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
135.4B
26.9B
-0.90% -19.91%
16.72
5.03
54.09% 213.91%
41.1B
19.5B
1.60% -17.44%
20.74
2.11
8.67% -22.96%
22.3B
12.7B
0.22% -26.59%
18.87
1.76
15.62% -11.18%
20.5B
13.3B
2.35% -13.47%
15.03
1.54
7.85% 11.40%
12.9B
8.0B
-2.85% -29.75%
22.2
1.61
7.92% -35.62%
MID-CAP
8.9B
4.5B
-0.38% 9.13%
21.02
1.96
15.02% -25.26%
8.7B
30.4B
2.52% -9.44%
-4.25
0.29
5.56% -159.74%
7.1B
3.1B
3.22% -12.32%
16.04
2.24
10.79% -52.42%
4.9B
1.8B
2.55% -10.29%
17.9
2.74
20.17% 13.21%
2.0B
641.5M
-6.35% -0.02%
22.44
3.09
10.61% 68.66%
1.4B
3.9B
-4.49% -64.47%
6.08
0.36
21.12% -4.51%
SMALL-CAP
750.8M
595.3M
-2.75% -4.35%
17.34
1.26
12.45% 5.87%
390.5M
361.4M
-0.91% 63.41%
6.01
1.08
16.69% -15.66%
1.2M
167.5M
-14.00% -19.48%
0.03
0.01
11.84% -6.17%

Eversource Energy News

GuruFocus.com
Unveiling Eversource Energy's Dividend Performance: A Deep Dive.
GuruFocus.com,
4 hours ago
InvestorsObserver

Returns for ES

Cumulative Returns on ES

7.2%


10-Year Cumulative Returns

4.4%


7-Year Cumulative Returns

2.6%


5-Year Cumulative Returns

-5.0%


3-Year Cumulative Returns

Risks for ES

What is the probability of a big loss on ES?

39.2%


Probability that Eversource Energy stock will be more than 20% underwater in next one year

0.8%


Probability that Eversource Energy stock will be more than 30% underwater in next one year.

0%


Probability that Eversource Energy stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does ES drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Eversource Energy was unfortunately bought at previous high price.

Drawdowns

Financials for Eversource Energy

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue0.4%12,67012,61412,28911,74110,95910,5099,8639,6159,5269,3568,9048,7218,5538,4848,5278,5118,6078,5768,4488,3098,026
Operating Expenses-0.5%10,28110,32910,0919,5938,8848,4387,8707,6407,4737,3216,9166,7516,6356,8496,9366,9567,0956,8246,7486,5656,253
Interest Expenses6.6%767720678643612598582567553542538537538536533526516509499475459
Net Income-18.9%1,1841,4601,4121,3991,3331,3051,2281,1931,2561,2441,2131,1911,1639439178988681,0801,0411,0471,018
Net Income Margin-100.0%-0.12*0.11*0.12*0.50*0.12*0.12*0.12*0.13*0.13*0.14*0.14*0.14*0.11*0.11*------
Free Cashflow100.0%--1,555-1,040-1,185-1,304-1,327-1,212-1,345-1,481-1,232-1,260-873-843-960-901------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets0.8%54,54054,10553,23151,59949,91649,28948,49248,01447,23546,51846,10043,50742,03941,64941,12439,72538,99638,94138,24137,51637,244
  Current Assets-10.0%3,7224,1364,2233,9203,2683,4743,2703,0743,2693,1473,1303,2202,4052,5632,4152,2212,1322,3012,2922,1532,278
    Cash Equivalents9.4%178163522602157165221218368176265829177134117152167108209135122
  Goodwill0%4,5234,5234,5234,4784,4784,4774,4804,4544,4544,4534,44652.004,4274,4274,4274,4274,4274,4274,4274,4274,427
  Current Liabilities-9.5%5,7956,4056,7995,4874,2615,6015,8474,2585,1055,5394,9153,6343,3263,3963,6063,7493,5124,5594,1133,6303,530
    LT Debt, Current27.7%2,0621,6151,3201,6101,2658171,1937998001,2111,0531,078701532327853779806837387387
    LT Debt, Non Current5.9%21,77220,56319,72419,83219,58417,91217,02417,42015,85114,78315,12614,73613,69813,89913,77113,44013,03912,28412,24912,15212,009
Shareholder's Equity-1.2%15,55415,74915,47315,27915,05714,83714,60014,41214,31214,23314,06413,98013,80513,21012,63012,12211,95511,63711,48711,40911,273
  Retained Earnings-3.8%5,5635,7835,5275,4295,3015,2295,0054,9064,8304,7724,6134,5364,3844,3234,1774,1003,9544,0933,9543,8833,753
  Additional Paid-In Capital0.2%8,4298,4128,4028,3278,2428,1038,0998,0518,0338,0168,0167,9977,9797,4807,0886,6766,6596,2426,2416,2346,229
Shares Outstanding0.1%349349348347346345344344344344343343338331330324320318317317317
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations5.2%2,2072,0992,4012,1311,9971,9231,9631,7071,4851,6741,6832,0112,0902,0482,0101,9182,0572,0341,8311,9281,799
Cashflow From Investing-9.4%-4,729-4,323-4,130-3,957-3,748-3,601-3,447-4,537-4,236-4,116-4,129-2,832-3,071-3,116-3,274-3,183-2,883-2,833-2,437-3,283-3,189
Cashflow From Financing14.4%2,5442,2232,0302,2101,5401,6671,4412,2202,9432,4842,5951,4989901,0931,1721,2838725447301,3191,433
  Dividend Payments1.8%891876860845831818805793780764745723707675663656643650640631621

ES Income Statement

2023-06-30
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Income Statement [Abstract]    
Operating Revenues$ 2,629,342$ 2,572,641$ 6,424,985$ 6,043,951
Operating Expenses:    
Purchased Power, Purchased Natural Gas and Transmission1,161,067940,5413,064,3132,330,237
Operations and Maintenance427,290452,174881,852924,608
Depreciation319,995294,238632,949583,568
Amortization(218,422)70,409(294,481)307,357
Energy Efficiency Programs145,823136,679368,774336,163
Taxes Other Than Income Taxes232,927223,031461,344443,395
Total Operating Expenses2,068,6802,117,0725,114,7514,925,328
Operating Income560,662455,5691,310,2341,118,623
Interest Expense207,313160,090401,858313,334
Impairment of Offshore Wind Investment401,0000401,0000
Other Income, Net94,87593,861183,857165,422
Income Before Income Tax Expense47,224389,340691,233970,711
Income Tax Expense29,92295,598180,893231,643
Net Income17,302293,742510,340739,068
Net Income Attributable to Noncontrolling Interests1,8801,8803,7593,759
Net Income Attributable to Common Shareholders$ 15,422$ 291,862$ 506,581$ 735,309
Basic EPS (in dollars per share)$ 0.04$ 0.84$ 1.45$ 2.13
Diluted EPS (in dollars per share)$ 0.04$ 0.84$ 1.45$ 2.13
Weighted Average Common Shares Outstanding:    
Basic (in shares)349,462,359345,893,714349,339,752345,525,030
Diluted (in shares)349,729,982346,295,478349,670,996345,978,306

ES Balance Sheet

2023-06-30
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2023
Dec. 31, 2022
Current Assets:  
Cash$ 42,182$ 47,597
Cash Equivalents0327,006
Receivables, Net (net of allowance for uncollectible accounts)1,332,3141,517,138
Unbilled Revenues181,100238,968
Materials, Supplies, Natural Gas and REC Inventory405,800374,395
Regulatory Assets1,382,1501,335,491
Prepayments and Other Current Assets378,007382,603
Total Current Assets3,721,5534,223,198
Property, Plant and Equipment, Net37,578,20336,112,820
Deferred Debits and Other Assets:  
Regulatory Assets4,390,8164,242,794
Goodwill4,522,6324,522,632
Investments in Unconsolidated Affiliates2,227,2772,176,080
Prepaid Pension and PBOP1,183,6891,045,524
Marketable Securities327,401366,508
Other Long-Term Assets588,174541,344
Total Deferred Debits and Other Assets13,239,98912,894,882
Total Assets54,539,74553,230,900
Current Liabilities:  
Notes Payable555,5351,442,200
Long-Term Debt – Current Portion2,062,4641,320,129
Rate Reduction Bonds – Current Portion43,21043,210
Accounts Payable1,549,9722,113,905
Regulatory Liabilities653,808890,786
Other Current Liabilities929,587989,053
Total Current Liabilities5,794,5766,799,283
Deferred Credits and Other Liabilities:  
Accumulated Deferred Income Taxes5,275,0365,067,902
Regulatory Liabilities3,967,4263,930,305
Derivative Liabilities103,431143,929
Asset Retirement Obligations501,904502,713
Accrued Pension, SERP and PBOP119,611135,473
Other Long-Term Liabilities907,226888,081
Total Deferred Credits and Other Liabilities10,874,63410,668,403
Long-Term Debt21,771,98019,723,994
Rate Reduction Bonds388,887410,492
Noncontrolling Interest – Preferred Stock of Subsidiaries155,570155,570
Common Shareholders' Equity:  
Common Shares1,799,9201,799,920
Capital Surplus, Paid In8,428,7868,401,731
Retained Earnings5,562,8895,527,153
Accumulated Other Comprehensive Loss(32,103)(39,421)
Treasury Stock(205,394)(216,225)
Common Shareholders' Equity15,554,09815,473,158
Commitments and Contingencies
Total Liabilities and Capitalization$ 54,539,745$ 53,230,900
Joseph R. Nolan
9230
Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural gas. The company operates regulated water utilities that provide water services to approximately 226,000 customers. It serves residential, commercial, industrial, municipal and fire protection, and other customers in Connecticut, Massachusetts, and New Hampshire. The company was formerly known as Northeast Utilities and changed its name to Eversource Energy in April 2015. Eversource Energy is based in Springfield, Massachusetts.