NRG Energy (NYSE:NRG) Updates FY 2026 Earnings Guidance

NRG Energy (NYSE:NRG) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 7.900-9.900 for the period, compared to the consensus earnings per share estimate of 9.020. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Raymond James Financial set a $210.00 price target on NRG Energy in a research report on Monday, April 27th. Wolfe Research raised NRG Energy from a “peer perform” rating to an “outperform” rating and set a $190.00 price target on the stock in a research report on Wednesday, March 18th. BNP Paribas Exane assumed coverage on NRG Energy in a research report on Wednesday, March 18th. They set an “outperform” rating and a $232.00 price target on the stock. The Goldman Sachs Group assumed coverage on NRG Energy in a research report on Friday, March 6th. They set a “buy” rating and a $197.00 price target on the stock. Finally, Jefferies Financial Group cut their price target on NRG Energy from $198.00 to $181.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $197.57.

NRG Energy Price Performance

Shares of NYSE:NRG traded down $0.62 during trading on Friday, reaching $141.24. 655,302 shares of the company’s stock traded hands, compared to its average volume of 2,578,456. NRG Energy has a fifty-two week low of $117.43 and a fifty-two week high of $189.96. The company has a quick ratio of 1.58, a current ratio of 0.84 and a debt-to-equity ratio of 4.68. The firm has a market cap of $30.30 billion, a PE ratio of 166.38 and a beta of 1.32. The company has a 50-day simple moving average of $157.32 and a 200-day simple moving average of $160.31.

NRG Energy (NYSE:NRG) last posted its earnings results on Wednesday, May 6th. The utilities provider reported $1.48 EPS for the quarter, missing analysts’ consensus estimates of $1.78 by ($0.30). NRG Energy had a net margin of 0.74% and a return on equity of 70.67%. The business had revenue of $10.26 billion for the quarter, compared to analyst estimates of $8.43 billion. During the same quarter last year, the business earned $2.68 earnings per share. NRG Energy’s revenue was up 19.5% on a year-over-year basis. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. As a group, analysts predict that NRG Energy will post 9.02 earnings per share for the current year.

NRG Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be given a dividend of $0.475 per share. The ex-dividend date is Friday, May 1st. This represents a $1.90 dividend on an annualized basis and a dividend yield of 1.3%. NRG Energy’s dividend payout ratio (DPR) is 48.22%.

Insider Activity at NRG Energy

In other news, VP Virginia Kinney sold 5,000 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $156.65, for a total transaction of $783,250.00. Following the sale, the vice president directly owned 55,495 shares in the company, valued at $8,693,291.75. This trade represents a 8.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.43% of the stock is owned by company insiders.

Institutional Investors Weigh In On NRG Energy

Several institutional investors have recently bought and sold shares of NRG. Boston Partners boosted its holdings in NRG Energy by 124.1% in the 4th quarter. Boston Partners now owns 1,808,814 shares of the utilities provider’s stock worth $287,469,000 after buying an additional 1,001,672 shares during the last quarter. Worldquant Millennium Advisors LLC boosted its holdings in NRG Energy by 492.5% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 883,781 shares of the utilities provider’s stock worth $141,918,000 after buying an additional 734,624 shares during the last quarter. Merewether Investment Management LP acquired a new stake in NRG Energy in the 3rd quarter worth about $85,951,000. Corient Private Wealth LLC boosted its holdings in NRG Energy by 821.0% in the 4th quarter. Corient Private Wealth LLC now owns 522,887 shares of the utilities provider’s stock worth $83,265,000 after buying an additional 466,115 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in NRG Energy by 42.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,368,824 shares of the utilities provider’s stock worth $221,671,000 after buying an additional 409,776 shares during the last quarter. 97.72% of the stock is currently owned by institutional investors and hedge funds.

NRG Energy Company Profile

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.