Evergy Inc
EVRG - Insider Information
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+ FollowMarket Cap$19.81B
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Earnings Call Q1 2026
May 7, 2026 - AI Summary
Strong Q1 earnings beat + key drivers (good)
- Adjusted EPS: $0.69 vs $0.55 in Q1’25 (+$0.14 / share, ~$162M adjusted earnings vs ~$128M).
- Main positives: weather-normalized demand +4.7%, growth in large-load revenues (including Panasonic + early start of a large data center in March), and recovery/return on regulated investments (~+$0.15 EPS).
- Main negatives: mild winter weather hurt EPS by about ~$0.06 vs budget; O&M, depreciation, and net interest from infrastructure investments reduced EPS by about ~$0.10.
- Company reaffirmed 2026 guidance midpoint: $4.24 adjusted EPS and provided Q2 adjusted EPS guidance of +17% to +19% vs the 2026 midpoint (i.e., strong seasonal run-rate).
Big strategic update: new “large customer” ESA + amendments (surprising/opportunity)
- Evergy announced a 5th large customer electric service agreement and amendments to 2 prior ESAs.
- Net effect: boosts 2026 margins (to offset mild-weather headwind) and improves the earnings/load outlook.
- The new ESA is for a data center project in Kansas Central (details confidential; described as large, well-known developer with investment-grade credit working with the hyperscaler offtaker; more disclosures expected later).
Capital-intensive growth model looks stronger: load growth and earnings growth upgraded (good)
- Total signed large-load framework: 5 ESAs with steady-state peak load of ~2.5 GW under LLPS tariff; including existing non-LLPS load (~450 MW) brings total to about ~3.0 GW.
- Updated expectation: retail load growth CAGR ~7% to 8% through 2030 (up from prior forecast ~6%).
- Large-load visibility: customers are under long-contract protections with minimum monthly bill payments; provides cash flow/visibility that supports earnings durability.
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$-42.73
149.6% downside
Current Fair Value
149.6% downsideOvervalued by 149.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $19.81 Billion |
|---|---|
| Enterprise Value | $36.56 Billion |
| Annual dividend | $2.78 |
| Dividend yield | 3.24% |
| Earnings per Share | $3.71 |
| Beta | 0.48 |
| Outstanding Shares | 230,900,000 |
Return
| Return on Equity | 9.06% |
|---|---|
| Return on Assets | 2.62% |
| Return on Invested Capital | 5.37% |
Valuation & Multiples
| P/E Ratio | 21.38 |
|---|---|
| PEG | 83.79 |
| Price to Sales | 3.32 |
| Price to Book Ratio | 1.96 |
| Enterprise Value to Revenue | 5.97 |
| Enterprise Value to EBIT | 22.98 |
| Enterprise Value to Net Income | 39 |
| Total Debt to Enterprise | 0.46 |
| Debt to Equity | 1.64 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 6, 2026
EPS Estimate
$0.81
Consensus analyst estimateRevenue Estimate
$1.36 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$2.33
Consensus analyst estimateRevenue Estimate
$1.93 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 174.26% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 30,300▼ 92.64% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.73%▼ 92.00% |
|---|---|
| Total Invested | $676.34M▼ 96.44% |
| Investors Holding | 316▼ 646.00% |
About Evergy Inc
CEO: Terry Bassham
