Entergy (NYSE:ETR) Announces Quarterly Earnings Results, Misses Estimates By $0.04 EPS

Entergy (NYSE:ETR) posted its earnings results on Wednesday. The utilities provider reported $0.86 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.04), Zacks reports. The company had revenue of $3.19 billion for the quarter, compared to analysts’ expectations of $3.08 billion. Entergy had a net margin of 13.66% and a return on equity of 10.89%. During the same period in the previous year, the business posted $0.82 earnings per share. Entergy updated its FY 2026 guidance to 4.250-4.450 EPS.

Here are the key takeaways from Entergy’s conference call:

• Entered a new electric service agreement with Meta that the company says carries a fair?share value of about $2 billion (part of Entergy’s stated $7 billion customer benefit estimate). The company filed for more than $15 billion of related capital (including 7 CCCTs, transmission and batteries), says Meta payments will cover the cost, and raised its sales and adjusted EPS outlooks as a result.
• Reported first?quarter adjusted EPS of $0.86, reaffirmed 2026 guidance, and increased multi?year adjusted EPS outlooks driven by an updated retail sales projection of about 8.5% CAGR through 2029 and 16% industrial growth.
• The four?year capital plan rose to $57 billion (a $14B increase); Entergy says equity needs are at the low end of its 10–15% target (~$6.6B), with roughly 30% already contracted and management projecting credit metrics (FFO/debt ?15%) remain above rating thresholds.
• Customer growth momentum remains strong with >1,000 MW of ESAs signed so far this year, a 7–12 GW pipeline of prospective data centers not yet in the plan, active RFPs for >1,600 MW of renewables/storage and ~4,500 MW in negotiation—supporting sustained long?term load growth.

Entergy Trading Up 1.4%

Entergy stock traded up $1.54 during mid-day trading on Wednesday, hitting $114.70. The company’s stock had a trading volume of 4,128,989 shares, compared to its average volume of 2,803,064. The company has a 50 day moving average of $108.84 and a 200-day moving average of $100.10. The stock has a market cap of $52.51 billion, a PE ratio of 29.34, a P/E/G ratio of 2.24 and a beta of 0.57. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.51 and a current ratio of 0.74. Entergy has a one year low of $79.40 and a one year high of $117.95.

Entergy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 1st will be issued a dividend of $0.64 per share. The ex-dividend date is Friday, May 1st. This represents a $2.56 dividend on an annualized basis and a yield of 2.2%. Entergy’s payout ratio is presently 65.47%.

Analyst Upgrades and Downgrades

ETR has been the subject of several analyst reports. TD Cowen initiated coverage on Entergy in a research note on Friday, January 9th. They issued a “buy” rating and a $108.00 price objective for the company. Mizuho raised their price objective on Entergy from $112.00 to $120.00 and gave the company an “outperform” rating in a research note on Monday, March 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $112.00 price objective on shares of Entergy in a research note on Friday, January 23rd. Citigroup raised their price objective on Entergy from $106.00 to $116.00 and gave the company a “neutral” rating in a research note on Wednesday, March 18th. Finally, Truist Financial set a $130.00 price objective on Entergy and gave the company a “buy” rating in a research note on Monday, April 20th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Entergy presently has a consensus rating of “Moderate Buy” and a consensus target price of $113.74.

Key Entergy News

Here are the key news stories impacting Entergy this week:

• Positive Sentiment: Revenue and demand strength — Entergy reported Q1 revenue of $3.19B, ahead of consensus (~$3.08B), driven by a surge in data?center demand and stronger retail sales that helped lift profit. Utility Entergy posts higher first-quarter profit on strong data center demand
• Positive Sentiment: Guidance affirmed and longer?term outlooks raised — Entergy reiterated FY?2026 EPS guidance of $4.25–4.45 and said it raised its longer?term outlook, which supports forward earnings visibility. Entergy reports first quarter 2026 financial results
• Neutral Sentiment: Year-over-year EPS improvement — Adjusted Q1 EPS of $0.86 improved from $0.82 a year ago, showing operating progress even though it missed expectations. Entergy Q1 results and materials
• Negative Sentiment: EPS miss versus estimates — Adjusted EPS of $0.86 missed the consensus/Zacks estimates (~$0.89–$0.90), which likely held back upside for the quarter. Entergy (ETR) Q1 Earnings Miss Estimates
• Negative Sentiment: Rising costs and interest expense pressure margins — Several writeups note that higher operating costs and interest expenses weighed on results and offset some of the benefit from stronger demand. This is a watch item for margin and free?cash?flow guidance going forward. Industrial Demand Surge & Retail Sales Growth Drive ETR’s Q1 Earnings

Insider Buying and Selling at Entergy

In other news, EVP John C. Dinelli sold 5,372 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $103.95, for a total value of $558,419.40. Following the transaction, the executive vice president directly owned 23,609 shares in the company, valued at approximately $2,454,155.55. This represents a 18.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Entergy

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ETR. Brighton Jones LLC lifted its holdings in Entergy by 275.6% during the 4th quarter. Brighton Jones LLC now owns 9,176 shares of the utilities provider’s stock valued at $696,000 after buying an additional 6,733 shares in the last quarter. Woodline Partners LP lifted its holdings in Entergy by 40.7% during the 1st quarter. Woodline Partners LP now owns 36,228 shares of the utilities provider’s stock valued at $3,097,000 after buying an additional 10,476 shares in the last quarter. Marshall Wace LLP bought a new stake in Entergy during the 2nd quarter valued at about $6,869,000. Brown Advisory Inc. lifted its holdings in Entergy by 4.8% during the 2nd quarter. Brown Advisory Inc. now owns 4,254 shares of the utilities provider’s stock valued at $354,000 after buying an additional 193 shares in the last quarter. Finally, Qube Research & Technologies Ltd bought a new stake in Entergy during the 2nd quarter valued at about $17,225,000. Institutional investors own 88.07% of the company’s stock.

Entergy Company Profile

Entergy Corporation (NYSE:ETR) is an integrated energy company headquartered in New Orleans, Louisiana, that generates, transmits and distributes electricity. The company’s operations combine regulated utility services with competitive power production, supplying retail electricity to residential, commercial and industrial customers while also participating in wholesale energy markets. Entergy’s generation fleet includes nuclear, natural gas, hydropower and other resources, and it operates a network of transmission and distribution assets to deliver power to end users.

Entergy conducts its regulated utility business through state-based operating subsidiaries that serve customers across parts of Arkansas, Louisiana, Mississippi and southeast Texas.