ES Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $64.50
Kapitalisasi Pasar (MRQ) $24.29B
P/E (TTM) 16.8
EPS (TTM) $3.85
Pendapatan (TTM) $14.00B
Imbal Hasil Dividen 4.5%
ROE (TTM) 9.1%
D/E Utang/Ekuitas (MRQ) 1.8
Rentang 52M $63–$77

ES Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Tentang Eversource Energy (D/B/A) Common Stock Tinjauan perusahaan dari Wikipedia

05 · wikidata

Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Springfield, Massachusetts with additional corporate offices in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers in Connecticut, Massachusetts, and New Hampshire.

Following its 2012 merger with Boston-based NSTAR, Northeast Utilities had more than 4,270 circuit miles of electric transmission lines, 72,000 pole miles of distribution lines, and 6,459 miles of natural gas pipeline in New England.

Through predecessors New England Gas & Electric System and Commonwealth Energy Systems, Eversource is the direct legal successor of the Associated Gas & Electric System, a labyrinthine trust corporation based in Massachusetts controlling over a hundred regional gas, electric, railroad and other utility monopolies across the United States, and as distant as Manila. On February 2, 2015, this company and all its subsidiaries rebranded themselves as "Eversource Energy". The stock symbol changed on February 19, 2015, from "NU" to "ES".

Corporate structure

Before its rebranding, the company operated six main subsidiaries: Connecticut Light and Power (CL&P), Public Service Company of New Hampshire (PSNH), Western Massachusetts Electric Company (WMECO), Yankee Gas Services Company (Yankee Gas), NSTAR Electric, and NSTAR Gas. NSTAR itself was the product of corporate mergers, and included the former Boston Edison Company, Cambridge Electric Light Company, Commonwealth Electric Company, Commonwealth Gas, and Cambridge Gas Company. All now currently operate under the Eversource name.

Eversource remains Connecticut's largest electric utility, serving more than 1.2 million residential, municipal, commercial and industrial customers in approximately 149 cities and towns.

Eversource is also New Hampshire's largest electric utility, serving over 500,000 customers, including homes and businesses, in 211 cities and towns throughout the state.

Furthermore, Eversource is a major energy distributor to 1.7 million customers across Massachusetts, including over 1.4 million electric customers in 140 communities and over 600,000 natural gas customers in 125 communities.

History

The Rocky River Power Company, formed in 1905 by J. Henry Roraback, became the Connecticut Light and Power Company in 1917. Eversource predecessor Northeast Utilities (NU) was formed on July 1, 1966, under CEO Lelan Sillin, with the merger of the Connecticut Light and Power Company (CL&P, formed in 1917), Western Massachusetts Electric Company (WMECO, formed in 1886), and the Hartford Electric Light Company (HELCO, formed in 1878) under a single parent company, creating the first new multi-state public utility holding company since the enactment of the Public Utility Holding Company Act of 1935. In 1967, Holyoke Water Power Company (HWP) (formed in 1859) joined the NU System. Public Service Company of New Hampshire (PSNH, formed in 1926), a private company at the time, declared bankruptcy in January 1988 due to problems obtaining a license for the completed Seabrook Nuclear Power Plant. and in 1992 was merged into Northeast Utilities.

In 1999, Con Edison and Northeast Utilities entered negotiations that would have created one of the largest utilities in the United States. However, Con Edison backed out of the merger in 2001 after Connecticut's Attorney General Richard Blumenthal threatened lawsuits to block it.

Legislation passed in the late 1990s deregulated the electricity market in New England and required regulated utilities to divest generating stations to competitive suppliers. In 1999 the company divested all of the generating assets of WMECO and CL&P per requirements of the Massachusetts and Connecticut legislation. The company retained some of these assets by transferring them to a new subsidiary called Northeast Generation which functioned as a competitive supplier and sold the other assets entirely: WMECO's West Springfield Generating Station and several related hydroelectric and fossil fuel generating units were sold to Con Edison, while other assets (most notably the Northfield Mountain hydroelectric facility) were transferred to Northeast Generation.

In 2001, NU sold the assets and operations of its subsidiary, the Holyoke Water Power Company, to the City of Holyoke including the HWP electrical distribution system and customer base and all generation with the exception of the Mt. Tom coal-fired power plant which NU retained. The city's municipal gas and electric department assumed responsibility for the generators and absorbed the HWP distribution customer base. Between 2000 and 2002 due to state laws, NU divested WMECO, CL&P, and PSNH's nuclear generating assets which consisted of their stakes in the Seabrook, Millstone, and Vermont Yankee stations.

In November 2005, the company announced it would sell its unregulated competitive businesses, including generation and energy services. In November 2006 the company had essentially completed the divestiture of its competitive businesses.

In 2006, NU decided to sell the generating units it had earlier retained in the 1999 divestiture as competitive suppliers and shut down its competitive generation business units. The Northeast Generation assets, including Mount Tom Station and Northfield Mountain, were all sold to Energy Capital Partners. PSNH continued to operate regulated hydroelectric and fossil fuel generation assets to serve its default/basic service customers who did not choose an alternative competitive supplier.

In October 2010, Northeast Utilities announced that it would merge with NSTAR, the major electric and gas provider in Greater Boston, with the resulting company retaining the Northeast Utilities name for the next several years. After government approvals, the deal closed in April 2012.

In 2015, the company (now known as Eversource) agreed to sell all of its New Hampshire generation assets in the same manner it sold its assets in Massachusetts and Connecticut between 2000 and 2006. The sale of the New Hampshire generation fleet was approved by the state's Public Utilities Commission on November 29, 2017, and completed on January 10, 2018.

In June 2017, Eversource announced its merger with Aquarion Water Company for $1.675 billion. Aquarion would become a fully owned subsidiary and retain its own name, adding 300 employees and 230,000 customers in Connecticut, Massachusetts, and New Hampshire. In December 2017, the merger was completed after government approval.

In 2016, Eversource started joint ventures for wind farm developments with Ørsted. In 2023, Eversource announced it would sell off its equity in these projects (Bay State Wind, South Fork Wind, Revolution Wind, and Sunrise Wind) at an expected loss of $200 million.

Infrastructure

Eversource Energy has participated in a number of projects to maintain the reliability of the power grid in southwest Connecticut. The first project was construction of the $350 million 345 kilovolt Bethel–Norwalk transmission line through the western part of the state, and was constructed entirely by the company when it was still known as Northeast Utilities.

With United Illuminating, an upgrade to the 69-mile (112 km), 345 kilovolt Middletown-Norwalk transmission line was energized in 2009 at a cost of $900 million.

In 2013, the Greater Springfield Reliability Project, a component of the ongoing New England East-West Solution, was energized at a cost of $795 million. The project addressed numerous reliability issues with the Springfield, MA area's 115 kV transmission system by constructing two new 345 kV lines to the Agawam substation; one line north to Ludlow and the other south to North Bloomfield, Connecticut.

The new 345 kV corridor added a new strong interface between Massachusetts and Connecticut. The project also involved rebuilding all of the 115 kV lines along the transmission corridor between South Agawam and Ludlow to increase their capacities, building a new 115 kV transmission substation in East Springfield (Cadwell), replacing the Fairmont 115 kV transmission substation in Chicopee with a new substation across the street, and configuring a new 115 kV line from South Agawam to Southwick using a combination of both new and old line segments of the former 115 kV path between Agawam and North Bloomfield. The new Cadwell and Fairmont switching stations allowed a number of three-terminal 115 kV lines to be broken up into two-terminal lines. Finally, the project allowed a problematic underground 115 kV transmission path through the city of Springfield that was vulnerable to thermal overloads to be removed from service by breaking it in half at the middle. The underground lines now function solely to supply the distribution load served out of the Breckwood substation in Springfield. A previously proposed costly project that would have replaced the underground cables is no longer necessary. On November 20, 2013, cutover of 115 kV lines to the new Fairmont Switching Station was complete, marking substantial completion of the GSRP.

Eversource has taken action to support the use of electric vehicles. Starting in 2018, the company began spending $45 million over five years to install over 400 electric vehicle charging stations in Massachusetts. The project is part of the company's Grid Modernization plan. The company has switched much of its power source from coal to natural gas, wind, hydroelectricity and solar power.

HVDC transmission ("Northern Pass" Project)

As Northeast Utilities, the company signed on a joint venture with Hydro-Québec and NSTAR to build a new high-voltage direct current (HVDC) line from Windsor, Quebec (connecting with the Quebec grid) to a location in Franklin, New Hampshire. It was projected that the line would either run in an existing right-of-way adjacent to the HVDC line that runs through New Hampshire, or it would connect to a right-of-way in northern New Hampshire that would run through the White Mountains. This 180- to 190-mile line, projected to carry 1,200 megawatts, would have carried electricity to approximately one million homes. The issue of buying hydropower from Hydro-Québec had been an issue during the Massachusetts gubernatorial election of 2010. In November 2015, the Sierra Club of New Hampshire also expressed opposition for the new line, saying that it would not only benefit Connecticut and Massachusetts residents more than those in New Hampshire, but also the concern of the flooding of boreal forests during the construction of Hydro-Québec's dams in northern Quebec, disputes with the Innu First Nations, and the effects of tourism and the environment within the White Mountain National Forest.

On January 25, 2018, Massachusetts Governor Baker selected this "Northern Pass Transmission" (NPT) project as the winner for a clean energy procurement RFP.

However, days later on February 1, 2018, the New Hampshire Site Evaluation Committee voted unanimously to deny Eversource's controversial Northern Pass project a permit, leaving the future of the project, and $1.6 billion of Eversource's Transmission Rate Base Growth Projections in doubt.

On July 26, 2019, Eversource Energy announced that it was giving up Northern Pass after the New Hampshire Supreme Court rejected its appeal and sided with the SEC.

Controversy

After Eversource reported an 80 percent rise in electric transmission profits in Q2 2015, the Federal Energy Regulatory Commission (FERC) previously investigated the utility for having transmission rates that appear to be “unjust, unreasonable and unduly discriminatory or preferential”.

Political Connections

Also in 2015, Eversource fought the rooftop solar industry and supported anti-solar policies. In Massachusetts, they staffed the State House with lobbyists in order to end legislation promoting growth of the solar industry. During the 2015 legislative session in New Hampshire, Eversource opposed an increase to the state's solar net metering cap. New Hampshire's cap is lower than all neighboring states.

Eversource disclosed on its website politically related organization expenditures of $110,000 to the Democratic Governors Association in 2016, and payments made to trade associations that were used for lobbying or other political activities in excess of $135,000.

Rate hikes and solar charges

In Massachusetts, Attorney General Maura Healey testified in March, 2017 before the DPU urging it to deny Eversource's proposed $300 million rate increase. In her testimony, she challenged the need for Eversource's rate increase, noting NSTAR's and WMECo's high returns over the last few years. Referencing NSTAR's 2015 return of more than 13 percent, Attorney General Healey told the DPU that “[l]ast year, no state public utility commission in the country allowed a return that high.” Between 2010 and 2015, Eversource's shareholders of common stock received a cumulative total return (including quarterly dividends and the change in the market price per share) of 89 percent.

On November 30, 2017, the Massachusetts Department of Public Utilities on Thursday approved a much-reduced rate hike for Eversource Energy that will allow it to charge its Massachusetts electric customers tens of millions of dollars more a year. On December 20, 2017, Attorney General Maura Healey appealed the DPU ruling in the Eversource rate case, specifically the DPU's approval of a costly 10 percent shareholder return, one of the highest rates allowed by an electric distribution company regulator in the last five years.

On January 30, 2018, Massachusetts Rep. Thomas Golden and Sen. Michael Barrett held an Oversight Hearing on the DPU's decision to approve Eversource's proposal to include a demand charge as part of a monthly minimum reliability contribution on net metering customers. Rep. Golden accused the utility of purposefully making the new charges "as confusing as possible." He said, "Let me tell you something gentlemen, I'm not happy how this was rolled out. I'm not happy with the lack of information my office has received." Golden, co-chairman of the Committee on Telecommunications, Utilities and Energy, helped write the 2016 law that permits utilities to levy a new minimum monthly charge, and he told Eversource executives they were making it "extremely, extremely difficult" for him to continue to support them in the policy.

Price manipulation controversy

In 2017, an environmental group accused Eversource and Avangrid of driving up electric, gas rates over several winters by buying up shipment capacity on a major pipeline that they ultimately did not use. The Environmental Defense Fund said both utilities routinely reserved big deliveries of natural gas on the Algonquin pipeline system for frigid days, but then sharply reduced those orders too late in the day for others to use that capacity. Those orders had the effect of driving up wholesale prices for natural gas during peak winter heating periods and in turn increasing the costs of electricity generated by gas-fired power plants. The two utilities “engaged in behavior that would tend to have the largest impact on prices,” said N. Jonathan Peress, a senior director at the New York-based environmental group. “That implies they knew their efforts would have some sort of pricing impact that would provide them with some commercial benefit.” Representatives for both utilities denied they did anything improper.

Massachusetts Attorney General Maura Healey reviewed the findings, and U.S. Senator Richard Blumenthal asked the Federal Energy Regulatory Commission to open an investigation on the matter, as both the Connecticut Public Utilities Regulatory Authority and the Massachusetts Public Utilities Department are launching inquiries of their own.

On Feb. 27, 2018, FERC announced their investigation “revealed no evidence of anticompetitive withholding of natural gas pipeline capacity on Algonquin Gas Transmission by New England shippers.” It said that following an extensive review Commission staff “determined that EDF’s study was flawed and led to incorrect conclusions about the alleged withholding.”

A class-action lawsuit filed on November 14, 2017, against Avangrid, Inc. and Eversource Energy claims the two companies caused electricity consumers to incur overcharges of $3.6 billion in a years-long scheme that impacted six states and affected 14.7 million people. The lawsuit states that 7.1 million retail electricity customers and an overall population of 14.7 million people have been affected by Eversource and Avangrid's “unique monopoly” spanning at least from 2013 to 2016. On June 10, 2019, the case was thrown out of court as the judge stated natural gas prices are federally regulated and could not be interfered with by the court.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorUtilities industriUtilities karyawan10.731 negaraUS

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Pendapatan$13.55B
2016-12-31 → 2025-12-31
EPS$4.56
2016-12-31 → 2025-12-31
Arus Kas Bebas$-45M
2016-12-31 → 2025-12-31
Margin bersih10.4%
2016-12-31 → 2025-12-31
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik Tren 5 Tahun ES rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 16.8rata-rata 5T ≈7.5 ≈7.5 20.8 Nilai wajar
P/S (TTM) 1.7rata-rata 5T ≈2.2 ≈2.2 1.8 Terlalu mahal
P/B (MRQ) 1.5rata-rata 5T ≈1.7 ≈1.7 1.8 Nilai wajar
EV / EBITDA 9.7rata-rata 5T ≈12.7 ≈12.7 11.0 Nilai wajar
Harga / FCF (TTM) 81.6rata-rata 5T ≈-126.3 ≈-126.3 · ·
Harga / Arus Kas (TTM) 5.5rata-rata 5T ≈11.4 ≈11.4 7.0 Nilai wajar
EV / Revenue (EV / Pendapatan) 3.9rata-rata 5T ≈4.2 ≈4.2 · ·
EV / FCF -1161.5rata-rata 5T ≈-262.1 ≈-262.1 · ·
Price / Tangible Book (Harga / Nilai Buku Berwujud) 2.0rata-rata 5T ≈2.4 ≈2.4 · ·
PEG Ratio (Rasio PEG) ≈3.3 · · ·

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

13
Imbal Hasil Dividen4.5%
Rasio Pembayaran Dividen64.3%
Pembayaran Tahunan≈$3.15Dibayar triwulanan
CAGR Dividen 5T≈5.8%Per saham, disesuaikan pemecahan saham
Rentetan Pertumbuhan≈25Tahun berturut-turut pertumbuhan dividen
Tanggal ex-dividenJumlahMata UangImbal Hasil
Sep 21, 2026$0,79USD≈4.7%
Mei 18, 2026$0,79USD≈4.5%
Mar 5, 2026$0,79USD≈4.1%
Des 17, 2025$0,75USD≈5.5%
Sep 22, 2025$0,75USD≈5.5%
Mei 15, 2025$0,75USD≈4.7%
Mar 4, 2025$0,75USD≈4.9%
Des 18, 2024$0,72USD≈5.1%
Sep 23, 2024$0,72USD≈4.2%
Mei 15, 2024$0,72USD≈4.6%
Mar 4, 2024$0,72USD≈4.7%
Des 15, 2023$0,68USD≈4.4%
Sep 22, 2023$0,68USD≈5.3%
Mei 17, 2023$0,68USD≈4.4%
Mar 1, 2023$0,68USD≈4.4%
Des 15, 2022$0,64USD≈3.8%
Sep 23, 2022$0,64USD≈2.9%
Mei 18, 2022$0,64USD≈2.8%
Mar 2, 2022$0,64USD≈3.0%
Des 16, 2021$0,60USD≈2.7%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata -14.6%
Laporan Berikutnya Nov 02, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 Jul 29, 2026 $0.36 $0.92 -60.9%
31 Maret 2026 $1.61 $1.65 -2.4%
31 Des. 2025 $1.12 $1.15 -2.5%
30 Sep. 2025 $0.98 $1.16 -15.9%
30 Juni 2025 $0.96 $0.98 -2.4%
31 Maret 2025 $1.50 $1.56 -3.6%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 13
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue $13.55B$11.90B$11.91B$12.29B$9.86B$8.90B$8.53B$8.45B$7.75B$7.64B$7.95B$7.74B
Operating Expenses $10.56B$9.49B$9.51B$10.09B$7.87B$6.92B$6.94B$6.75B$5.86B$5.80B$6.19B$6.11B
Operating Income $2.99B$2.41B$2.40B$2.20B$1.99B$1.99B$1.59B$1.70B$1.89B$1.84B$1.76B$1.63B
Interest Expense ··$855M$678M$582M$538M$533M$499M$422M$401M$372M$362M
Interest Income $126M$138M$94M$50M$26M$5M$13M$18M$8M$11M$7M$6M
Other Non-op $253M$272M$254M$296M$136M$104M$120M$110M$100M$54M$28M$19M
Income Tax $140M$425M$160M$454M$344M$346M$273M$289M$579M$555M$540M$468M
Net Income $1.70B$819M$-435M$1.41B$1.23B$1.21B$917M$1.04B$996M$950M$886M$827M
EPS (Basic) $4.56$2.27$-1.27$4.05$3.55$3.56$2.83$3.25$3.11$2.97$2.77$2.59
EPS (Diluted) $4.56$2.27$-1.26$4.05$3.54$3.55$2.81$3.25$3.11$2.96$2.76$2.58
Shares (Basic) 370,852,601357,482,965349,580,638346,783,444343,972,926338,836,147321,416,086317,370,369317,411,097317,650,180317,336,881316,136,748
Shares (Diluted) 371,259,264357,779,408349,840,481347,246,768344,631,056339,847,062322,941,636317,993,934318,031,580318,454,239318,432,687317,417,414
EBITDA $5.39B$4.19B$3.22B$3.84B$3.33B$3.15B$2.67B$2.77B$2.78B$2.65B$1.76B$1.63B
Neraca 24
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents $135M$27M$54M$375M$67M$107M$15M$108M$38M$30M$24M$39M
Short-term Investments ···········$124M
Receivables $1.85B$1.65B$1.43B$1.52B$1.23B$1.20B$989M$994M$925M$847M$775M$856M
Prepaid Expense ·····$106M······
Other Current Assets $353M$315M$356M$383M$370M$252M$342M$261M$138M$215M$129M$226M
Current Assets $5.08B$5.08B$4.25B$4.22B$3.27B$3.13B$2.41B$2.29B$2.49B$2.48B$2.62B$2.69B
Goodwill $4.23B$3.57B$4.53B$4.52B$4.48B$4.45B$4.43B$4.43B$4.43B$3.52B$3.50B$3.52B
Other Non-current Assets $998M$812M$592M$541M$612M$584M$512M$398M$606M$522M$295M$312M
Total Assets $63.79B$59.59B$55.61B$53.23B$48.49B$46.10B$41.12B$38.24B$36.22B$32.05B$30.58B$29.74B
Accounts Payable $1.86B$1.74B$1.87B$2.11B$1.67B$1.37B$1.15B$1.12B$1.09B$885M$814M$868M
Current Liabilities $7.81B$6.72B$6.34B$6.80B$5.85B$4.92B$3.61B$4.11B$3.59B$3.64B$2.99B$3.13B
Capital Leases $37M$46M$44M$48M$37M$46M$41M·····
Deferred Tax $5.65B$5.41B$5.30B$5.07B$4.60B$4.10B$3.76B$3.51B$3.30B$5.61B$5.15B$4.47B
Other Non-current Liabilities $1.10B$774M$1.03B$888M$971M$949M$811M$730M$1.07B$853M$871M$874M
Long-term Debt $28.27B$26.70B$24.41B$21.04B$18.22B$16.18B$14.10B$13.09B$12.33B$9.60B$9.03B$8.81B
Total Debt $28.27B$26.70B$24.41B$21.04B$18.22B$16.18B$14.10B$13.09B$12.33B$9.60B$9.03B$8.85B
Common Stock ····$1.79B$1.79B$1.73B$1.67B$1.67B$1.67B$1.67B$1.67B
Paid-in Capital $9.94B$9.43B$8.46B$8.40B$8.10B$8.02B$7.09B$6.24B$6.24B$6.25B$6.26B$6.24B
Retained Earnings $4.50B$3.93B$4.14B$5.53B$5.01B$4.61B$4.18B$3.95B$3.56B$3.18B$2.80B$2.45B
Treasury Stock $139M$171M$196M$216M$251M$278M$299M$318M$318M$318M$310M$-300M
AOCI $-21M$-26M$-34M$-39M$-42M$-76M$-65M$-60M$-66M$-65M$-67M$-74M
Stockholders' Equity $16.20B$15.04B$14.17B$15.47B$14.60B$14.06B$12.63B$11.49B$11.09B$10.71B$10.35B$9.98B
Liabilities + Equity $63.79B$59.59B$55.61B$53.23B$48.49B$46.10B$41.12B$38.24B$36.22B$32.05B$30.58B$29.74B
Shares Outstanding 375,416,880366,608,052349,540,266348,443,855344,403,196342,954,023329,880,645316,885,808316,885,808316,885,808317,191,249316,983,337
Arus Kas 15
Metrik Tren 202520242023202220212020201920182017201620152014
D&A $2.40B$1.78B$816M$1.64B$1.33B$1.16B$1.08B$1.07B$864M$787M$688M$625M
Deferred Tax $27M$436M$85M$347M$347M$257M$210M$175M$492M$466M$492M$443M
Other Non-cash $-18M$-872M$1.18B$-1.00B$-948M$-946M$-198M$-503M$-346M$-28M··
Operating Cash Flow $4.11B$2.16B$1.65B$2.40B$1.96B$1.68B$2.01B$1.83B$2.00B$2.21B$1.43B$1.65B
CapEx $4.16B$4.48B$4.34B$3.44B$3.18B$2.94B$2.91B$2.57B$2.35B$1.98B$1.72B$1.60B
Investing Cash Flow $-4.31B$-4.54B$-4.87B$-4.13B$-3.45B$-4.13B$-3.27B$-2.44B$-3.23B$-2.15B$-1.66B$-1.59B
Debt Issued $2.94B$4.50B$5.20B$4.04B$3.23B$2.76B$1.52B$2.20B$2.50B$800M$1.23B$725M
Net Debt Issued $1.54B$2.55B$3.19B$2.87B$2.09B$2.43B$719M$1.15B$1.75B$600M$1.01B$148M
Stock Issued $465M$989M$0$197M$0$929M$852M$0$0···
Net Stock Activity $465M$989M$0$197M$0$929M$852M·····
Dividends Paid $1.09B$1.00B$919M$860M$805M$745M$663M$640M$602M$564M$530M$475M
Financing Cash Flow $312M$2.34B$2.87B$2.03B$1.44B$2.59B$1.17B$730M$1.21B$-18M$211M$-65M
Net Change in Cash $119M$-39M$-355M$301M$-44M$148M$-92M$123M$-21M$39M$-15M$-5M
Taxes Paid $-48M$-70M$39M$78M$122M$49M$56M$159M$31M$-136M$10M$334M
Free Cash Flow $-45M$-2.32B$-2.69B$-1.04B$-1.21B$-1.26B$-902M$-739M$-343M$198M$-300M$32M
Profitabilitas 5
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Margin 22.1%20.2%20.1%17.9%20.2%22.3%18.6%20.1%24.7%24.3%22.2%21.1%
Net Margin 12.6%6.9%-3.6%11.5%12.4%13.6%10.8%12.3%12.8%12.4%11.1%10.7%
EBITDA Margin 39.8%35.2%27.0%31.3%33.8%35.4%31.3%32.8%35.9%34.6%22.2%21.1%
ROA 2.8%1.4%-0.80%2.8%2.6%2.8%2.3%2.8%2.9%3.0%2.9%2.9%
ROE 10.7%5.5%-2.9%9.2%8.5%8.6%7.4%9.1%9.1%9.0%8.7%8.3%
Likuiditas & Solvabilitas 5
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 0.70.80.70.60.60.60.70.60.70.70.90.9
Quick Ratio 0.30.20.20.30.20.30.30.30.30.20.30.3
Debt / Equity 1.71.81.71.41.21.21.11.11.10.90.90.9
LT Debt / Equity 1.71.71.71.31.21.11.11.11.10.80.90.9
Interest Coverage ··2.83.23.43.73.03.44.54.64.74.5
Efisiensi 2
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.20.30.3
Receivables Turnover 7.77.78.19.08.18.18.68.88.79.49.79.1
Per Saham 7
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share $43.14$41.02$40.55$44.41$42.39$41.01$38.29$36.25$34.98$33.80$32.64$31.47
Revenue / Share $36.49$33.26$34.05$35.39$28.62$26.20$26.40$26.57$24.37$23.99$24.98$24.39
Cash Flow / Share $11.08$6.04$4.71$6.92$5.69$4.95$6.22$5.61$6.30$6.83$4.47$5.15
Cash / Share $0.36$0.07$0.15$1.08$0.19$0.31$0.05$0.34$0.12$0.10$0.08$0.12
Dividend / Share $3.01$2.86$2.70$2.55········
Dividend Paid / Share ··$2.70$2.55$2.41$2.27$2.14$2.02$1.90$1.78$1.67$1.57
EPS (TTM) $4.56$2.27$-1.26$4.05$3.54$3.55$2.81$3.25$3.11$2.96$2.76$2.58
Tingkat Pertumbuhan 10
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 13.8%-0.08%-3.1%24.6%10.8%·······
Revenue CAGR 3Y 3.3%6.5%10.2%·········
Revenue CAGR 5Y 8.8%···········
EPS YoY 100.9%··14.4%-0.28%·······
EPS CAGR 3Y 4.0%-13.8%··········
EPS CAGR 5Y 5.1%···········
Net Income YoY 107.5%··15.0%1.3%·······
Net Income CAGR 3Y 6.4%-12.6%··········
Net Income CAGR 5Y 7.0%···········
Dividends Paid CAGR 5Y 8.0%···········
Valuasi (TTM) 17
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM $13.55B$11.90B$11.91B$12.29B$9.86B$8.90B$8.53B$8.45B$7.75B$7.64B$7.95B$7.74B
Net Income TTM $1.70B$819M$-435M$1.41B$1.23B$1.21B$917M$1.04B$996M$950M$886M$827M
Market Cap $25.28B$21.05B$21.57B$29.21B$31.33B$29.67B$28.06B$20.61B$20.02B$17.50B$16.20B$16.96B
Enterprise Value $53.41B$47.73B$45.93B$49.88B$49.48B$45.74B$42.15B$33.59B$32.31B$27.07B$25.21B$25.78B
P/E 14.825.3-49.020.725.724.430.320.020.318.718.520.7
P/S 1.91.81.82.43.23.33.32.42.62.32.02.2
P/B 1.61.41.51.92.12.12.21.81.81.61.61.7
P / Tangible Book 2.11.82.22.73.13.1······
P / Cash Flow 6.19.713.112.216.017.614.011.610.08.011.410.4
P / FCF -560.5-9.1-8.0-28.1-25.8-23.5-31.1-27.9-58.388.3-54.0534.7
EV / EBITDA 9.911.414.313.014.914.515.812.111.610.214.315.8
EV / FCF -1184.3-20.6-17.1-47.9-40.8-36.3-46.7-45.4-94.1136.6-84.0812.4
EV / Revenue 3.94.03.94.15.05.14.94.04.23.53.23.3
Dividend Yield 4.3%4.8%4.3%2.9%2.6%2.5%2.4%3.1%3.0%3.2%3.3%2.8%
Earnings Yield 6.8%4.0%-2.0%4.8%3.9%4.1%3.3%5.0%4.9%5.4%5.4%4.8%
Payout Ratio 64.3%122.3%-211.4%60.9%65.6%61.4%72.4%61.5%60.5%59.4%59.8%57.5%
Annual Payout $1.09B$1.00B$919M$860M$805M$745M$663M$640M$602M$564M$530M$475M

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $13.55B $11.90B $11.91B $12.29B $9.86B
Margin Operasi % 22.1% 20.2% 20.1% 17.9% 20.2%
Laba Bersih $1.70B $819M $-435M $1.41B $1.23B
EPS Dilusian $4.56 $2.27 $-1.26 $4.05 $3.54

Pemilik institusional (13F) 1.175 pengaju · $26.3B total · Per tanggal 30 Sep. 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 1.175
Nilai yang dipegang $26.3B
Posisi baru 141
Posisi yang keluar 80
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
141 (-13 vs Kuartal sebelumnya) 80 (+4 vs Kuartal sebelumnya) 465 (+25 vs Kuartal sebelumnya) 320 (+20 vs Kuartal sebelumnya) +6.7M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD GROUP INC $3.198.996.292 47.512.198 12,15% Saham
BlackRock, Inc. $3.086.412.609 42.706.691 11,73% Saham
STATE STREET CORP $2.057.947.656 28.475.822 7,82% Saham
VANGUARD CAPITAL MANAGEMENT LLC $1.773.762.864 24.543.557 6,74% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $1.462.370.947 20.234.827 5,56% Saham
GEODE CAPITAL MANAGEMENT, LLC $831.241.933 11.541.887 3,16% Saham
AQR CAPITAL MANAGEMENT LLC $772.150.280 10.684.244 2,93% Saham
FMR LLC $690.751.135 9.557.924 2,62% Saham
VICTORY CAPITAL MANAGEMENT INC $618.196.928 8.553.991 2,35% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $452.554.279 6.532.250 1,72% Saham
Invesco Ltd. $437.734.104 6.056.927 1,66% Saham
MORGAN STANLEY $436.383.240 6.038.233 1,66% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $425.631.256 5.889.452 1,62% Saham
Nuveen, LLC $372.441.878 5.153.479 1,41% Saham
Legal & General Group Plc $359.214.862 4.970.456 1,36% Saham
GOLDMAN SACHS GROUP INC $330.410.863 4.571.895 1,26% Saham
DEUTSCHE BANK AG\ $311.548.094 4.310.891 1,18% Saham
NORGES BANK $307.660.256 4.257.095 1,17% Saham
HSBC HOLDINGS PLC $272.104.584 3.759.955 1,03% Saham
NORTHERN TRUST CORP $268.706.653 3.718.094 1,02% Saham
Magellan Asset Management Ltd $248.396.688 3.437.065 0,94% Saham
Bank of New York Mellon Corp $224.015.522 3.099.703 0,85% Saham
ROYAL BANK OF CANADA $195.406.000 2.703.829 0,74% Saham
Zimmer Partners, LP $194.529.231 2.691.701 0,74% Saham
ProShare Advisors LLC $182.366.986 2.523.412 0,69% Saham
Amundi $171.467.658 2.372.598 0,65% Saham
DIMENSIONAL FUND ADVISORS LP $164.211.535 2.271.875 0,62% Saham
VANGUARD FIDUCIARY TRUST CO $152.647.104 2.112.178 0,58% Saham
FIRST TRUST ADVISORS LP $149.365.302 2.066.768 0,57% Saham
UBS Group AG $146.219.699 2.023.242 0,56% Saham
FRANKLIN RESOURCES INC $142.310.159 1.969.146 0,54% Saham
JPMORGAN CHASE & CO $138.528.743 1.877.845 0,53% Saham
MACKENZIE FINANCIAL CORP $110.418.081 1.527.855 0,42% Saham
WELLS FARGO & COMPANY/MN $107.517.175 1.487.715 0,41% Saham
BANK OF AMERICA CORP /DE/ $106.078.384 1.467.807 0,40% Saham
ONTARIO TEACHERS PENSION PLAN BOARD $103.883.572 1.437.437 0,39% Saham
Allianz Asset Management GmbH $94.106.164 1.302.147 0,36% Saham
Empower Advisory Group, LLC $94.088.943 1.301.909 0,36% Saham
AMERICAN CENTURY COMPANIES INC $91.685.294 1.268.647 0,35% Saham
SCHRODER INVESTMENT MANAGEMENT GROUP $87.533.859 1.186.578 0,33% Saham
Bridgewater Associates, LP $86.372.768 1.195.140 0,33% Saham
LOS ANGELES CAPITAL MANAGEMENT LLC $85.262.770 1.179.781 0,32% Saham
Robeco Institutional Asset Management B.V. $83.077.473 1.149.543 0,32% Saham
CANADA PENSION PLAN INVESTMENT BOARD $79.227.505 1.096.271 0,30% Saham
Quantinno Capital Management LP $77.619.546 1.074.021 0,29% Saham
Swiss National Bank $76.608.585 1.060.033 0,29% Saham
Mitsubishi UFJ Asset Management Co., Ltd. $70.994.362 982.349 0,27% Saham
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $70.128.351 970.366 0,27% Saham
Sumitomo Mitsui Trust Group, Inc. $65.712.798 909.268 0,25% Saham
Aberdeen Group plc $63.038.158 872.259 0,24% Saham

Tampilkan semua 1.175 pemilik institusional →

Aktivis & pemilik 5%+ 1 saham

18

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Mode 1 Communications, Inc. I.R.S. IDENTIFICATIN NO. OF ABOVE PERSONS (ENTITIES ONLY), NU Enterprises, Inc., Northeast Utilities 24 Okt. 2001 · Pengajuan awal · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Orang dalam perusahaan 51 orang dalam · 24 pejabat · 0 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Joseph R Nolan JR Chairman of the Bd, Pres & CEO 6 Maret 2026 G 76.240 0 0 $0
John M. Moreira EVP, CFO and Treasurer 19 Feb. 2026 S 43.269 0 1 $-576.420
Philip J Lembo EVP & Chief Financial Officer 2 Feb. 2022 A 88.067 0 0 $0
John H Forsgren Vice Chairman, EVP & CFO 10 Agu 2004 S 80.598 0 0 $0
Lawrence E De Simone President - Competitive Group 27 Feb. 2006 D 33.512 0 0 $0
Paul Chodak III EVP and COO 27 Jan. 2026 A 47.494 0 0 $0
Werner J Schweiger Executive VP and COO 22 Feb. 2023 F 215.785 0 0 $0
Penelope M Conner EVP-Cust Exp & Energy Strategy 25 Agu 2026 S 7.556 0 3 $-318.900
Gregory B Butler Executive VP & General Counsel 4 Juni 2026 S 56.179 0 2 $-854.560
Jay S. Buth VP, Controller, Chief Acct Off 14 Mei 2026 I 0 0 0 $0
Susan Sgroi EVP, HR and IT 12 Feb. 2026 F 15.775 0 0 $0
James W Hunt III EVP-Corp Rel & Sustainability 27 Jan. 2026 A 40.888 0 1 $-300.467
Christine M Carmody EVP - HR and IT 22 Feb. 2023 F 43.022 0 0 $0
James J Judge Exec Chairman of the Board 2 Feb. 2022 A 163.368 0 0 $0
Leon J Olivier EVP 21 Feb. 2020 F 87.902 0 0 $0
David R Mchale EVP and Chief Admin Off 1 Maret 2016 S 91.841 0 0 $0
Jean M Lavecchia VP-Human Resources 2 April 2012 F 29.921 0 0 $0
James B Robb Sr VP-Enterprise Plan. & Dev. 2 April 2012 F 47.873 0 0 $0
Shirley M Payne VP-Accounting and Controller 25 Feb. 2009 F 10.741 0 0 $0
Peter J. Clarke VP - Shared Services 25 Feb. 2008 F 11.263 0 0 $0
Cheryl W Grise Executive Vice President 14 Mei 2007 M 95.887 0 0 $0
John P Stack Vice President and Controller 27 Feb. 2006 D 16.102 0 0 $0
David H Boguslawski VP of elec. util. subsids. 8 Nov. 2004 M 7.990 0 0 $0
William W Schivley Pres. (Interim) of comp. subs. 25 Feb. 2004 D 26.833 0 0 $0
Robert W Mudge · 8 Mei 2026 P 2.150 1 0 $49.860
Cotton M Cleveland · 24 Feb. 2026 S 79.364 0 1 $-193.239
John Y Kim · 23 Feb. 2026 S 0 0 3 $-1.354.972
Linda Dorcena Forry · 18 Feb. 2026 S 11.506 0 2 $-188.562
Frederica M Williams · 17 Feb. 2026 S 23.725 0 1 $-189.239
Loretta D. Keane · 16 Jan. 2026 A 11.015 0 0 $0
Gregory M Jones · 16 Jan. 2026 A 17.057 0 0 $0
David H. Long · 16 Jan. 2026 A 19.313 0 0 $0
Daniel J Nova · 16 Jan. 2026 A 10.323 0 0 $0
William C Van Faasen · 18 Jan. 2024 S 19.619 0 0 $0
Kenneth R Leibler · 16 Jan. 2024 A 51.966 0 0 $0
Francis A Doyle · 16 Jan. 2024 A 39.059 0 0 $0
James S Distasio · 17 Jan. 2023 A 29.329 0 0 $0
Sanford Cloud JR · 15 Jan. 2020 A 51.368 0 0 $0
Dennis R Wraase · 15 Jan. 2019 A 33.553 0 0 $0
Paul A Lacamera · 16 Jan. 2018 A 15.269 0 0 $0
John S Clarkeson · 16 Jan. 2018 A 32.257 0 0 $0
Charles K Gifford · 16 Jan. 2018 A 22.921 0 0 $0
Thomas J May · 6 Maret 2017 S 93.524 0 0 $0
Richard H Booth · 15 Jan. 2015 A 50.398 0 0 $0
Charles W Shivery · 15 Jan. 2014 A 543.956 0 0 $0
John F Swope · 3 Jan. 2012 A 49.485 0 0 $0
Elizabeth T Kennan · 3 Jan. 2012 A 42.205 0 0 $0
John G Graham · 3 Jan. 2012 A 39.865 0 0 $0
Robert E Patricelli · 3 Jan. 2012 A 55.774 0 0 $0
Gail E De Planque · 1 April 2010 A 31.663 0 0 $0
James F Cordes · 4 Jan. 2010 A 32.806 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 143 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
FXU · First Trust Exchange-Traded AlphaDE… 4,20% 487.463 NS 31 Juli 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3,16% 231.835 SH 1 Okt. 2026 Harian
ZAP · Global X Funds 2,83% 182.827 NS 31 Juli 2026 N-PORT
PUI · Invesco Exchange-Traded Fund Trust 2,56% 19.026 SH 1 Okt. 2026 Harian
RDIV · Invesco Exchange-Traded Fund Trust … 2,46% 535.952 SH 1 Okt. 2026 Harian
BKGI · BNY Mellon ETF Trust 2,37% 432.613 NS 31 Juli 2026 N-PORT
FDIV · EA Series Trust 2,01% 16.459 NS 31 Juli 2026 N-PORT
PEY · Invesco Exchange-Traded Fund Trust 1,92% 321.691 SH 1 Okt. 2026 Harian
SPHD · Invesco Exchange-Traded Fund Trust … 1,82% 896.912 SH 1 Okt. 2026 Harian
FUTY · FIDELITY COVINGTON TRUST 1,75% 568.940 NS 31 Juli 2026 N-PORT
VPU · VANGUARD WORLD FUND 1,73% 2.573.022 SH 19 Agu 2026 Harian
NUMV · Nushares ETF Trust 1,70% 105.068 NS 31 Juli 2026 N-PORT
IDU · iShares Trust 1,66% 311.646 SH 11 Sep. 2026 Harian
CVAR · ETF Opportunities Trust 1,52% 9.130 NS 31 Juli 2026 N-PORT
UTSL · Direxion Shares ETF Trust 1,51% 7.979 NS 31 Juli 2026 N-PORT
KNG · First Trust Exchange-Traded Fund IV 1,42% 701.342 NS 31 Juli 2026 N-PORT
DVY · iShares Trust 1,31% 4.470.318 SH 11 Sep. 2026 Harian
CZA · Invesco Exchange-Traded Fund Trust 1,22% 32.243 SH 1 Okt. 2026 Harian
JXI · iShares Trust 1,19% 51.840 SH 11 Sep. 2026 Harian
GURU · Global X Funds 1,15% 9.801 NS 31 Juli 2026 N-PORT
NUDV · Nushares ETF Trust 1,14% 7.975 NS 31 Juli 2026 N-PORT
VRAI · ETFis Series Trust I 1,08% 2.815 NS 31 Juli 2026 N-PORT
POWR · iShares, Inc. 1,04% 69.014 SH 11 Sep. 2026 Harian
FDVV · FIDELITY COVINGTON TRUST 1,02% 1.447.291 NS 31 Juli 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1,02% 20.740 SH 1 Okt. 2026 Harian
FTA · First Trust Exchange-Traded AlphaDE… 0,85% 166.347 NS 31 Juli 2026 N-PORT
NULV · Nushares ETF Trust 0,76% 232.928 NS 31 Juli 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0,69% 16.962 NS 31 Juli 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0,50% 15.600.000 1 Okt. 2026 Harian
LSVD · ADVISORS' INNER CIRCLE FUND 0,48% 43.517 NS 31 Juli 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,47% 2.415.822 SH 19 Agu 2026 Harian
FFLV · FIDELITY COVINGTON TRUST 0,46% 1.051 NS 31 Juli 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,45% 97.487 NS 31 Juli 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,44% 20.322.000 1 Okt. 2026 Harian
ESMV · iShares Trust 0,44% 490 SH 11 Sep. 2026 Harian
FAB · First Trust Exchange-Traded AlphaDE… 0,43% 10.048 NS 31 Juli 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0,39% 100.082 SH 1 Okt. 2026 Harian
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 23.423 NS 31 Juli 2026 N-PORT
IMCV · iShares Trust 0,36% 61.042 SH 11 Sep. 2026 Harian
NULC · Nushares ETF Trust 0,35% 3.491 NS 31 Juli 2026 N-PORT
SUSA · iShares Trust 0,34% 199.607 SH 11 Sep. 2026 Harian
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,32% 20.585 NS 31 Juli 2026 N-PORT
EVUS · iShares Trust 0,30% 16.646 SH 11 Sep. 2026 Harian
BSCS · Invesco Exchange-Traded Self-Indexe… 0,30% 10.539.000 1 Okt. 2026 Harian
BSCT · Invesco Exchange-Traded Self-Indexe… 0,30% 8.760.000 30 Sep. 2026 Harian
BSCU · Invesco Exchange-Traded Self-Indexe… 0,30% 8.978.000 1 Okt. 2026 Harian
VO · VANGUARD INDEX FUNDS 0,26% 8.150.653 SH 19 Agu 2026 Harian
IWS · iShares Trust 0,26% 562.921 SH 11 Sep. 2026 Harian
PFIG · Invesco Exchange-Traded Fund Trust … 0,22% 293.000 1 Okt. 2026 Harian
FDRR · FIDELITY COVINGTON TRUST 0,21% 21.150 NS 31 Juli 2026 N-PORT
STNC · Hennessy Funds Trust 0,20% 2.642 NS 31 Juli 2026 N-PORT
FEUS · FlexShares Trust 0,20% 3.080 NS 31 Juli 2026 N-PORT
VLUE · iShares Trust 0,20% 272.315 SH 11 Sep. 2026 Harian
EUSA · iShares, Inc. 0,20% 54.200 SH 11 Sep. 2026 Harian
SIZE · iShares Trust 0,19% 11.906 SH 11 Sep. 2026 Harian
IWR · iShares Trust 0,19% 1.542.335 SH 11 Sep. 2026 Harian
EQAL · Invesco Exchange-Traded Fund Trust … 0,19% 23.539 SH 1 Okt. 2026 Harian
RSP · Invesco Exchange-Traded Fund Trust 0,19% 2.776.949 SH 1 Okt. 2026 Harian
REVS · Columbia ETF Trust I 0,19% 8.725 NS 31 Juli 2026 N-PORT
FVAL · FIDELITY COVINGTON TRUST 0,19% 34.465 NS 31 Juli 2026 N-PORT
IMCB · iShares Trust 0,18% 44.042 SH 11 Sep. 2026 Harian
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 19.850 NS 31 Juli 2026 N-PORT
ESGU · iShares Trust 0,16% 427.294 SH 11 Sep. 2026 Harian
XOEF · iShares Trust 0,15% 470 SH 11 Sep. 2026 Harian
DFSU · Dimensional ETF Trust 0,11% 35.651 NS 31 Juli 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0,11% 1.501.378 SH 19 Agu 2026 Harian
IUS · Invesco Exchange-Traded Self-Indexe… 0,11% 15.895 SH 1 Okt. 2026 Harian
RECS · Columbia ETF Trust I 0,10% 83.524 NS 31 Juli 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0,10% 3.572.942 SH 19 Agu 2026 Harian
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 650 NS 31 Juli 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0,09% 86.535 SH 19 Agu 2026 Harian
PFM · Invesco Exchange-Traded Fund Trust 0,09% 10.712 SH 30 Sep. 2026 Harian
IVE · iShares Trust 0,09% 624.549 SH 11 Sep. 2026 Harian
CRBN · iShares Trust 0,08% 14.075 SH 11 Sep. 2026 Harian
IUSV · iShares Trust 0,08% 328.015 SH 11 Sep. 2026 Harian
VONV · VANGUARD SCOTTSDALE FUNDS 0,08% 226.970 SH 19 Agu 2026 Harian
IQSU · New York Life Investments ETF Trust 0,08% 3.618 NS 31 Juli 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0,08% 3.842.000 SH 11 Sep. 2026 Harian
ILCV · iShares Trust 0,08% 14.654 SH 11 Sep. 2026 Harian
SUSL · iShares Trust 0,08% 13.197 SH 11 Sep. 2026 Harian
DSI · iShares Trust 0,07% 57.847 SH 11 Sep. 2026 Harian
PRF · Invesco Exchange-Traded Fund Trust 0,07% 110.536 SH 1 Okt. 2026 Harian
IWD · iShares Trust 0,07% 837.970 SH 11 Sep. 2026 Harian
DCOR · Dimensional ETF Trust 0,07% 31.034 NS 31 Juli 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0,07% 99.075 SH 1 Okt. 2026 Harian
EGLE · Global X Funds 0,06% 19 NS 31 Juli 2026 N-PORT
USCL · iShares Trust 0,05% 19.706 SH 11 Sep. 2026 Harian
TOPC · iShares Trust 0,05% 228 SH 11 Sep. 2026 Harian
XRMI · Global X Funds 0,05% 322 NS 31 Juli 2026 N-PORT
XVV · iShares Trust 0,04% 4.332 SH 11 Sep. 2026 Harian
DFAU · Dimensional ETF Trust 0,04% 76.658 NS 31 Juli 2026 N-PORT
XCLR · Global X Funds 0,04% 22 NS 31 Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,04% 292.633 NS 31 Juli 2026 N-PORT
XYLD · Global X Funds 0,04% 19.312 NS 31 Juli 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,04% 32.529 NS 31 Juli 2026 N-PORT
ACVF · ETF Opportunities Trust 0,04% 907 NS 31 Juli 2026 N-PORT
XYLG · Global X Funds 0,04% 378 NS 31 Juli 2026 N-PORT
CATH · Global X Funds 0,04% 7.648 NS 31 Juli 2026 N-PORT
DFUS · Dimensional ETF Trust 0,04% 121.799 NS 31 Juli 2026 N-PORT
XTR · Global X Funds 0,04% 28 NS 31 Juli 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 51.739 NS 31 Juli 2026 N-PORT
PTLC · Pacer Funds Trust 0,04% 19.000 NS 31 Juli 2026 N-PORT
VOTE · TCW ETF Trust 0,04% 6.347 NS 31 Juli 2026 N-PORT
CHRI · Global X Funds 0,04% 46 NS 31 Juli 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0,04% 10.511 SH 1 Okt. 2026 Harian
VOO · VANGUARD INDEX FUNDS 0,04% 9.770.407 SH 19 Agu 2026 Harian
VV · VANGUARD INDEX FUNDS 0,04% 439.248 SH 19 Agu 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,04% 11.941.344 SH 19 Agu 2026 Harian
VONE · VANGUARD SCOTTSDALE FUNDS 0,04% 61.997 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,04% 31.611 SH 19 Agu 2026 Harian
TOV · EA Series Trust 0,04% 1.367 NS 31 Juli 2026 N-PORT
IVV · iShares Trust 0,04% 4.745.223 SH 11 Sep. 2026 Harian
ILCB · iShares Trust 0,04% 7.258 SH 11 Sep. 2026 Harian
SPUU · Direxion Shares ETF Trust 0,04% 1.419 NS 31 Juli 2026 N-PORT
QDPL · Pacer Funds Trust 0,04% 9.056 NS 31 Juli 2026 N-PORT
IWB · iShares Trust 0,04% 262.183 SH 11 Sep. 2026 Harian
PBP · Invesco Exchange-Traded Fund Trust 0,04% 2.241 SH 1 Okt. 2026 Harian
TILT · FlexShares Trust 0,04% 11.218 NS 31 Juli 2026 N-PORT
IYY · iShares Trust 0,04% 15.974 SH 11 Sep. 2026 Harian
PBUS · Invesco Exchange-Traded Fund Trust … 0,04% 64.949 SH 1 Okt. 2026 Harian
IWV · iShares Trust 0,04% 104.594 SH 11 Sep. 2026 Harian
DIVB · iShares Trust 0,04% 10.481 SH 11 Sep. 2026 Harian
ITOT · iShares Trust 0,04% 486.717 SH 11 Sep. 2026 Harian
HCMT · Direxion Shares ETF Trust 0,03% 2.614 NS 31 Juli 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0,03% 29.399 NS 31 Juli 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,03% 299 SH 1 Okt. 2026 Harian
TOK · iShares Trust 0,03% 978 SH 11 Sep. 2026 Harian
URTH · iShares, Inc. 0,03% 33.488 SH 11 Sep. 2026 Harian
ACWI · iShares Trust 0,03% 120.579 SH 11 Sep. 2026 Harian
OMFL · Invesco Exchange-Traded Self-Indexe… 0,02% 16.617 SH 1 Okt. 2026 Harian
VOXP · Advisors Series Trust 0,02% 18 NS 31 Juli 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 317.892 SH 19 Agu 2026 Harian
BIV · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
BLV · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
BSV · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
BND · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
VUSB · VANGUARD BOND INDEX FUNDS · · 15 Juli 2026 Harian
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Juli 2026 Harian
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 Juli 2026 Harian
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 Juli 2026 Harian
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Juli 2026 Harian
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Juli 2026 Harian
IFRA · iShares Trust · 459.072 SH 10 Sep. 2026 Harian

ES Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 25 analis BELI
Target median $74.50 +15,5%
5 20,0% Beli Kuat
7 28,0% Beli
10 40,0% Tahan
2 8,0% Jual
1 4,0% Jual Kuat

Target Harga 12 Bulan

12 analis · 2026-10-02

Target rata-rata $73.25 +13,6%

Sekarang Harga saat ini $64.50
Rendah$52.00 Rata-rata$73.25 Tinggi$85.00

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

22

Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
ES $25.28B 14.8 13.8% 12.6% 10.7% ·
ETR · 23.6 9.0% 13.7% 11.1% ·
EXC $44.59B 15.3 5.3% 11.4% 9.9% ·
PCG $35.32B 13.6 2.1% 10.8% 8.6% ·
FE $25.87B 25.4 12.0% 6.8% 8.2% ·
PPL · · · · · ·
EIX $23.09B 5.2 9.8% 23.1% 26.9% ·
NRG $30.32B 39.7 9.2% 2.8% 43.5% ·
EVRG · 19.8 1.9% 14.3% 8.5% ·
LNT $16.72B 20.7 9.6% 18.6% 11.3% ·
PNW · 17.6 4.2% 11.8% 9.2% ·

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23

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26

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Sumber: SEC 10-Q diajukan Agu 3, 2026