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Evergy Inc Stock Research

EVRG

54.35USD+0.14(+0.26%)Market Closed
Watchlist

Market Summary

USD54.35+0.14
Market Closed
0.26%

EVRG Stock Price

EVRG RSI Chart

EVRG Valuation

Market Cap

12.5B

Price/Earnings (Trailing)

16.44

Price/Sales (Trailing)

2.14

EV/EBITDA

5.5

Price/Free Cashflow

-55.31

EVRG Price/Sales (Trailing)

EVRG Profitability

EBT Margin

13.93%

Return on Equity

8.18%

Return on Assets

2.61%

Free Cashflow Yield

-1.81%

EVRG Fundamentals

EVRG Revenue

Revenue (TTM)

5.8B

Revenue Y/Y

-6.38%

Revenue Q/Q

4.43%

EVRG Earnings

Earnings (TTM)

760.5M

Earnings Y/Y

-7.92%

Earnings Q/Q

22.92%

Price Action

52 Week Range

52.3566.96
(Low)(High)

Last 7 days

1.2%

Last 30 days

-3.1%

Last 90 days

-6.8%

Trailing 12 Months

-17.7%

EVRG Financial Health

Current Ratio

0.52

EVRG Investor Care

Dividend Yield

4.41%

Dividend/Share (TTM)

2.4

Shares Dilution (1Y)

0.09%

Diluted EPS (TTM)

3.3

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 EVRG

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-07
Elwell Lesley Lissette
sold (taxes)
-30,933
53.61
-577
svp & chief hro & chief do
2023-09-07
Elwell Lesley Lissette
acquired
-
-
1,967
svp & chief hro & chief do
2023-06-14
Landrieu Mary L.
sold
-69,755
59.6197
-1,170
-
2023-05-25
Elwell Lesley Lissette
sold
-76,584
57.6692
-1,328
svp & chief hro & chief do
2023-05-12
Lawrence Sandra AJ
sold
-157,243
62.3237
-2,523
-
2023-05-03
ISAAC B ANTHONY
acquired
-
-
1,262
-
2023-05-03
Landrieu Mary L.
acquired
-
-
2,523
-
2023-05-03
Scarola James
acquired
-
-
2,523
-
2023-05-03
Lawrence Sandra AJ
acquired
-
-
2,523
-
2023-03-09
Bryant Kevin E.
sold
-1,345,690
59.8084
-22,500
evp - chief operating officer

1–10 of 50

Which funds bought or sold EVRG recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-13
CGC Financial Services, LLC
new
-
9,581
9,581
0.01%
2023-09-12
Farther Finance Advisors, LLC
reduced
-4.39
-1,080
11,450
-%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
reduced
-3.64
-5,569
64,963
0.02%
2023-09-05
Delos Wealth Advisors, LLC
unchanged
-
-30.00
643
-%
2023-08-28
DT Investment Partners, LLC
unchanged
-
-1,782
35,700
-%
2023-08-24
Alberta Investment Management Corp
reduced
-27.36
-773,445
1,756,920
0.02%
2023-08-23
Stonebridge Capital Advisors LLC
unchanged
-
-32.00
701
-%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
sold off
-100
-257,926
-
-%
2023-08-22
COMERICA BANK
new
-
59,000
59,000
0.01%
2023-08-21
VitalStone Financial, LLC
new
-
2,000
2,000
-%

1–10 of 50

Latest Funds Activity

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

Schedule 13G FIlings of Evergy

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
12.74%
29,243,403
SC 13G/A
Feb 03, 2023
blackrock inc.
8.2%
18,736,351
SC 13G/A
Feb 03, 2023
state street corp
6.22%
14,278,985
SC 13G/A
Feb 11, 2022
state street corp
5.52%
12,539,247
SC 13G/A
Feb 09, 2022
vanguard group inc
12.70%
28,830,566
SC 13G/A
Feb 03, 2022
blackrock inc.
7.5%
17,176,489
SC 13G/A
Feb 12, 2021
state street corp
4.89%
11,083,257
SC 13G/A
Feb 10, 2021
vanguard group inc
11.90%
26,965,647
SC 13G/A
Jan 29, 2021
blackrock inc.
6.8%
15,519,348
SC 13G/A
Feb 14, 2020
price t rowe associates inc /md/
1.0%
2,469,986
SC 13G/A

Recent SEC filings of Evergy

View All Filings
Date Filed Form Type Document
Sep 08, 2023
4
Insider Trading
Aug 04, 2023
8-K
Current Report
Aug 04, 2023
10-Q
Quarterly Report
Jul 25, 2023
8-K/A
Current Report
Jul 05, 2023
4
Insider Trading
Jul 05, 2023
4
Insider Trading
Jul 05, 2023
4
Insider Trading
Jun 26, 2023
11-K
Employee Benefit Details
Jun 14, 2023
4
Insider Trading
Jun 14, 2023
3
Insider Trading

EVRG Fair Value

Loading...

Peers (Alternatives to Evergy)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
72.8B
29.0B
5.29% -8.82%
54.34
2.5
9.50% -63.85%
40.6B
19.9B
2.74% -3.73%
19.16
2.04
5.51% -20.90%
33.1B
15.2B
3.45% -18.40%
19.07
2.17
12.13% 8.04%
13.1B
4.2B
3.40% -14.23%
20
3.14
5.55% -6.81%
12.5B
5.8B
-3.08% -17.68%
16.44
2.14
7.96% -7.58%
MID-CAP
9.0B
4.5B
2.34% 9.83%
21.32
1.98
15.02% -25.26%
9.0B
30.4B
5.48% -8.42%
-4.36
0.29
5.56% -159.74%
7.1B
3.1B
5.38% -12.13%
16.23
2.27
10.79% -52.42%
5.0B
1.8B
4.78% -10.25%
18.13
2.77
20.17% 13.21%
3.2B
1.9B
0.02% -3.55%
16.36
1.67
27.41% 0.88%
2.0B
641.5M
-4.91% -0.74%
22.62
3.11
10.61% 68.66%
SMALL-CAP
751.6M
595.3M
-2.99% -6.32%
17.36
1.26
12.45% 5.87%
383.8M
361.4M
-3.05% 54.19%
5.91
1.06
16.69% -15.66%
1.2M
167.5M
-11.66% -19.59%
0.03
0.01
11.84% -6.17%

Evergy News

Marketscreener.com
Evergy Officially Opens New Atchison Service Center -September ....
Marketscreener.com,
87 minutes ago
Clayton County Register
Clayton County Register
Marketscreener.com
Clayton County Register

Returns for EVRG

Cumulative Returns on EVRG

7.7%


10-Year Cumulative Returns

1.7%


7-Year Cumulative Returns

2.4%


5-Year Cumulative Returns

5.0%


3-Year Cumulative Returns

Risks for EVRG

What is the probability of a big loss on EVRG?

45%


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

19.2%


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

0%


Probability that Evergy 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 EVRG drawdown profile look like?

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

Drawdowns

Financials for Evergy

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-1.6%5,8405,9325,8595,7025,4095,1995,5875,5595,4605,4094,9134,9515,0115,0485,1485,2165,2214,8934,2763,6712,883
EBITDA-100.0%-2,2262,1392,2102,2222,1972,2702,2562,1582,1221,9881,9882,0001,9882,009------
EBITDA Margin-100.0%-0.38*0.37*0.39*0.42*0.42*0.41*0.41*0.40*0.39*0.40*0.40*0.40*0.39*0.39*------
Interest Expenses7.9%470435404385376370373375376382384387383379374366364327280234188
Earnings Before Taxes-3.3%7998268059049339211,001989897859724726744742773761748639600622417
EBT Margin-100.0%-0.14*0.14*0.16*0.17*0.18*0.18*0.18*0.16*0.16*0.15*0.15*0.15*0.15*0.15*------
Net Income-2.0%761776753802823817880883798746624637639643670625613575536551354
Net Income Margin-100.0%-0.13*0.13*0.14*0.15*0.16*0.16*0.16*0.15*0.14*0.13*0.13*0.13*0.13*0.13*------
Free Cashflow100.0%--269-364-399-481-384-620-528-359-269194304365452539------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets2.0%30,27729,68629,49029,24829,18928,74028,52128,18228,00928,02027,11526,88126,25026,18525,97625,90825,71826,06125,59826,07526,659
  Current Assets2.1%1,8351,7981,8421,9061,9221,7221,7101,8021,7302,0021,6241,9151,7901,7331,4681,5121,5391,9281,6812,3192,937
    Cash Equivalents10.6%31.0028.0025.0025.0022.0022.0026.0025.0058.0048214536217630423.0050.001075481606801,280
  Net PPE2.3%22,83922,32922,13721,68721,46921,15821,00320,60420,32420,10219,95119,62419,19219,22319,18418,97618,92318,83818,78318,83618,820
  Goodwill0%2,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3372,3392,3392,3342,334
  Current Liabilities14.0%3,9523,4663,4943,6723,8603,3913,1032,6712,7043,2442,3562,0982,0862,3982,3362,0753,4833,3352,8672,6593,078
    LT Debt, Current-35.9%89.00139439350350587389---436---2512511.00701705710819
    LT Debt, Non Current0.0%10,09710,0979,9069,1979,1979,2479,298---9,191---8,7478,7497,1237,1266,6366,6406,641
Shareholder's Equity0.3%9,5359,5029,4849,6099,3119,2389,2429,3128,9778,7948,7198,7848,5278,5058,5458,5908,8559,3929,99110,64910,895
  Retained Earnings1.6%2,3382,3002,2992,4322,1362,0732,0832,1611,8351,7731,7031,7741,5241,5061,5521,6031,3491,3261,3461,4531,220
Shares Outstanding0.0%230230-230230230-230229227-227227227-235243253-269181
Minority Interest24.4%16.0013.0010.007.004.000.00-2.70-5.80-8.90-11.90-14.90-17.90-20.90-23.80-26.60-29.40-28.40-31.20-37.50-40.10-42.70
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations1.5%1,9281,9001,8021,7931,7161,6451,3521,3681,4561,4051,7541,7231,6381,7081,7491,7541,7341,6001,4981,362946
  Share Based Compensation1.0%19.0019.0019.0019.0019.0017.0016.0015.0015.0015.0016.0016.0016.0016.0016.0018.0019.0033.0030.0027.0024.00
Cashflow From Investing-10.1%-2,330-2,117-2,152-2,189-2,124-1,969-1,913-1,852-1,850-1,675-1,533-1,338-1,152-1,142-1,080-1,149-1,179100197375466
Cashflow From Financing83.5%412224349396373-135443149277449-98.40-73.80-416-808-805-1,233-1,728-1,163-1,538-1,060-134
  Dividend Payments1.7%553544535525517508498488480472465459456457463472482537475407342
  Buy Backs-------------5001,0501,6292,1852,1711,6211,042486-

EVRG Income Statement

2023-06-30
Consolidated Statements of Income - Evergy Kansas Central, Inc - USD ($)
$ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
OPERATING REVENUES$ 1,354.2$ 1,446.5$ 2,651.0$ 2,670.4
OPERATING EXPENSES:    
Fuel and purchased power344.8414.3699.0723.3
SPP network transmission costs75.481.5156.6160.2
Operating and maintenance227.6282.8443.9535.0
Depreciation and amortization269.4232.1532.8461.1
Taxes other than income tax100.4100.3202.8202.2
Total Operating Expenses1,017.61,111.02,035.12,081.8
INCOME FROM OPERATIONS336.6335.5615.9588.6
OTHER INCOME (EXPENSE):    
Investment earnings (loss)6.7(0.9)15.8(10.5)
Other income2.65.914.814.1
Other expense(21.0)(22.9)(42.3)(47.8)
Total Other Expense, Net(11.7)(17.9)(11.7)(44.2)
Interest expense133.799.3256.8191.1
INCOME BEFORE INCOME TAXES191.2218.3347.4353.3
Income tax expense10.822.123.233.6
Equity in earnings of equity method investees, net of income taxes1.81.43.73.5
NET INCOME182.2197.6327.9323.2
Less: Net income attributable to noncontrolling interests3.13.16.26.2
Net income attributable to Evergy, Inc.179.1194.5321.7317.0
Evergy Kansas Central    
OPERATING REVENUES639.6724.01,318.21,337.9
OPERATING EXPENSES:    
Fuel and purchased power113.8179.0258.2287.1
SPP network transmission costs75.481.5156.6160.2
Operating and maintenance115.6141.5223.2267.2
Depreciation and amortization128.7120.6252.8240.3
Taxes other than income tax54.553.9110.2108.4
Total Operating Expenses488.0576.51,001.01,063.2
INCOME FROM OPERATIONS151.6147.5317.2274.7
OTHER INCOME (EXPENSE):    
Investment earnings (loss)0.4(2.4)1.7(3.9)
Other income1.12.710.35.8
Other expense(8.7)(9.1)(18.6)(19.3)
Total Other Expense, Net(7.2)(8.8)(6.6)(17.4)
Interest expense54.444.7106.885.6
INCOME BEFORE INCOME TAXES90.094.0203.8171.7
Income tax expense3.14.411.58.0
Equity in earnings of equity method investees, net of income taxes1.01.02.02.0
NET INCOME87.990.6194.3165.7
Less: Net income attributable to noncontrolling interests3.13.16.26.2
Net income attributable to Evergy, Inc.$ 84.8$ 87.5$ 188.1$ 159.5

EVRG Balance Sheet

2023-06-30
Consolidated Balance Sheets - USD ($)
$ in Millions
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Jun. 30, 2022
Mar. 31, 2022
Dec. 31, 2021
CURRENT ASSETS:      
Cash and cash equivalents$ 31.4 $ 25.2   
Receivables, net of allowance for credit losses of $22.6 and $31.4, respectively321.1 315.3   
Accounts receivable pledged as collateral347.0 359.0   
Fuel inventory and supplies729.4 672.9   
Income taxes receivable0.0 9.3   
Regulatory assets306.7 368.0   
Prepaid expenses58.3 47.8   
Other assets41.4 44.5   
Total Current Assets1,835.3 1,842.0   
PROPERTY, PLANT AND EQUIPMENT, NET22,838.8 22,136.5   
OTHER ASSETS:      
Regulatory assets1,877.3 1,846.3   
Nuclear decommissioning trust fund717.2 653.3   
Goodwill2,336.6 2,336.6   
Other534.8 534.5   
Total Other Assets5,465.9 5,370.7   
TOTAL ASSETS30,277.1 29,489.9   
CURRENT LIABILITIES:      
Current maturities of long-term debt89.4 439.1   
Notes payable and commercial paper2,371.1 1,332.3   
Collateralized note payable347.0 359.0   
Accounts payable369.8 600.8   
Accrued taxes233.5 163.0   
Accrued interest100.7 124.3   
Regulatory liabilities185.6 155.4   
Asset retirement obligations40.5 40.4   
Accrued compensation and benefits55.0 81.1   
Other159.0 198.4   
Total Current Liabilities3,951.6 3,493.8   
LONG-TERM LIABILITIES:      
Long-term debt, net10,097.1 9,905.7   
Deferred income taxes2,053.9 1,996.6   
Unamortized investment tax credits170.9 174.6   
Regulatory liabilities2,503.6 2,566.8   
Pension and post-retirement liability512.4 458.4   
Asset retirement obligations1,143.9 1,112.8   
Other293.0 287.9   
Total Long-Term Liabilities16,774.8 16,502.8   
Evergy, Inc. Shareholders' Equity:      
Common stock7,229.0 7,219.7   
Retained earnings2,337.8 2,298.5   
Accumulated other comprehensive loss(31.9) (34.5)   
Total Evergy, Inc. Shareholders' Equity9,534.9 9,483.7   
Noncontrolling Interests15.8 9.6   
Total Equity9,550.7$ 9,501.79,493.3$ 9,310.8$ 9,237.5$ 9,241.7
TOTAL LIABILITIES AND EQUITY30,277.1 29,489.9   
Variable Interest Entities      
CURRENT ASSETS:      
PROPERTY, PLANT AND EQUIPMENT, NET$ 137.1 $ 140.7   
David A. Campbell
4930
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. It generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. The company has approximately 10,100 circuit miles of transmission lines; 39,800 circuit miles of overhead distribution lines; and 13,000 circuit miles of underground distribution lines. It serves approximately 1,620,400 customers, including residences, commercial firms, industrials, municipalities, and other electric utilities. Evergy, Inc. was incorporated in 2017 and is headquartered in Kansas City, Missouri.