ES Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $64.50
Capitalização de Mercado (MRQ) $24.29B
P/E (TTM) 16.8
EPS (TTM) $3.85
Receita (TTM) $14.00B
Rendimento div. 4.5%
ROE (TTM) 9.1%
Dívida/Capital (MRQ) 1.8
Intervalo 52 Semanas $63–$77

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04
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Sobre Eversource Energy (D/B/A) Common Stock Visão geral da empresa da 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.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorUtilities indústriaUtilities funcionários10.731 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$13.55B
2016-12-31 → 2025-12-31
EPS$4.56
2016-12-31 → 2025-12-31
Fluxo de caixa livre$-45M
2016-12-31 → 2025-12-31
Margem líquida10.4%
2016-12-31 → 2025-12-31
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos ES média 5A Mediana de Pares Veredito
P/E (TTM) 16.8média 5A ≈7.5 ≈7.5 20.8 Valor justo
P/S (TTM) 1.7média 5A ≈2.2 ≈2.2 1.8 Sobreavaliado
P/B (MRQ) 1.5média 5A ≈1.7 ≈1.7 1.8 Valor justo
EV / EBITDA 9.7média 5A ≈12.7 ≈12.7 11.0 Valor justo
Preço / FCF (TTM) 81.6média 5A ≈-126.3 ≈-126.3 · ·
Preço / Fluxo de Caixa (TTM) 5.5média 5A ≈11.4 ≈11.4 7.0 Valor justo
EV / Revenue (EV / Receita) 3.9média 5A ≈4.2 ≈4.2 · ·
EV / FCF -1161.5média 5A ≈-262.1 ≈-262.1 · ·
Price / Tangible Book (Preço / Valor Patrimonial Tangível) 2.0média 5A ≈2.4 ≈2.4 · ·
PEG Ratio ≈3.3 · · ·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13
Dividend Yield4.5%
Índice de Pagamento64.3%
Pagamento Anualizado≈$3.15Pago trimestralmente
CAGR Dividendos 5 anos≈5.8%Por ação, ajustado por desdobramento
Sequência de Crescimento≈25Anos consecutivos de crescimento de dividendos
Data exValorMoedaRendimento
Set 21, 2026$0,79USD≈4.7%
Mai 18, 2026$0,79USD≈4.5%
Mar 5, 2026$0,79USD≈4.1%
Dez 17, 2025$0,75USD≈5.5%
Set 22, 2025$0,75USD≈5.5%
Mai 15, 2025$0,75USD≈4.7%
Mar 4, 2025$0,75USD≈4.9%
Dez 18, 2024$0,72USD≈5.1%
Set 23, 2024$0,72USD≈4.2%
Mai 15, 2024$0,72USD≈4.6%
Mar 4, 2024$0,72USD≈4.7%
Dez 15, 2023$0,68USD≈4.4%
Set 22, 2023$0,68USD≈5.3%
Mai 17, 2023$0,68USD≈4.4%
Mar 1, 2023$0,68USD≈4.4%
Dez 15, 2022$0,64USD≈3.8%
Set 23, 2022$0,64USD≈2.9%
Mai 18, 2022$0,64USD≈2.8%
Mar 2, 2022$0,64USD≈3.0%
Dez 16, 2021$0,60USD≈2.7%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Surpresa Média -14.6%
Próximo relatório Nov 02, 2026
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Junho de 2026 Jul 29, 2026 $0.36 $0.92 -60.9%
31 de Março de 2026 $1.61 $1.65 -2.4%
31 de Dezembro de 2025 $1.12 $1.15 -2.5%
30 de Setembro de 2025 $0.98 $1.16 -15.9%
30 de Junho de 2025 $0.96 $0.98 -2.4%
31 de Março de 2025 $1.50 $1.56 -3.6%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 13
Métrica Tendência 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
Balanço Patrimonial 24
Métrica Tendência 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
Fluxo de Caixa 15
Métrica Tendência 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
Lucratividade 5
Métrica Tendência 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%
Liquidez e Solvência 5
Métrica Tendência 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
Eficiência 2
Métrica Tendência 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
Por Ação 7
Métrica Tendência 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
Taxas de Crescimento 10
Métrica Tendência 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%···········
Avaliação (TTM) 17
Métrica Tendência 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

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $13.55B $11.90B $11.91B $12.29B $9.86B
Margem Operacional % 22.1% 20.2% 20.1% 17.9% 20.2%
Lucro líquido $1.70B $819M $-435M $1.41B $1.23B
EPS Diluído $4.56 $2.27 $-1.26 $4.05 $3.54

Investidores institucionais (13F) 1.175 declarantes · $26.3B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 1.175
Valor detido $26.3B
Novas posições 141
Posições encerradas 80
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
141 (-13 vs trimestre anterior) 80 (+4 vs trimestre anterior) 465 (+25 vs trimestre anterior) 320 (+20 vs trimestre anterior) +6.7M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 1.175 proprietários institucionais →

Ativistas e proprietários de 5%+ 1 participação

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
Mode 1 Communications, Inc. I.R.S. IDENTIFICATIN NO. OF ABOVE PERSONS (ENTITIES ONLY), NU Enterprises, Inc., Northeast Utilities 24 de Outubro de 2001 · Declaração inicial · 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.

Executivos da empresa 51 insiders · 24 diretores · 0 conselheiros

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

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 143 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

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

ES Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21
classificação · 25 analistas COMPRA
Alvo mediano $74.50 +15,5%
5 20,0% Compra forte
7 28,0% Compra
10 40,0% Manter
2 8,0% Venda
1 4,0% Venda forte

Preço-alvo de 12 meses

12 analistas · 2026-10-02

Alvo médio $73.25 +13,6%

Agora Preço atual $64.50
Mín$52.00 Média$73.25 Máx$85.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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% ·

Últimas notícias Notícias recentes mencionando esta empresa

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Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

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Fonte: SEC 10-Q arquivado Ago 3, 2026