Group 1 - Utility companies are expected to have strong performance in 2024 and 2025 due to increased electricity consumption, particularly driven by data centers [1] - The market anticipates lower interest rates, which have already begun to decline, starting in Europe [1] Group 2 - The investment strategy combines fundamental analysis with options trading, focusing on various approaches such as income-oriented investments, growth at a reasonable price, deep value, and dividend aristocrats [1] - The investment style includes 20-25 strategies involving options for purposes like hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1]

Group 1 - The article discusses the investment positions held by the author in specific companies, indicating a long position in SWDBY and SVNLF [1] - It emphasizes the importance of conducting personal due diligence and research before making any investment decisions [2] - The article clarifies that past performance does not guarantee future results and that no specific investment recommendations are being made [3]

Core Viewpoint - Eversource Energy has increased its liability related to future payments to Global Infrastructure Partners by approximately $285 million as part of the sale of the South Fork Wind and Revolution Wind projects, expected to close on September 30, 2024 [1] Financial Implications - The company anticipates realizing an approximate $210 million federal tax benefit associated with tax losses from the sales of the Offshore Wind Projects [1]

Core Insights - Eversource Energy is recognized as one of the Top 15 Growth Stocks for Long-Term Investors [1] - The company operates as a regulated utility, providing electricity, natural gas, and water services to approximately 4.6 million customers across Connecticut, Massachusetts, and New Hampshire [2] - Eversource Energy has an updated investment plan of $23.7 billion for the 2024–2028 period, focusing on transmission and electric distribution projects, with an expected earnings-per-share growth of 5% to 7% annually [3] Financial Performance - Eversource Energy benefits from a stable and predictable cash flow due to its regulated sector operations, allowing for consistent earnings [4] - The company has successfully raised its dividends for 25 consecutive years, positioning it as a notable dividend aristocrat [4] - As of October 12, the quarterly dividend is $0.7525 per share, resulting in a dividend yield of 4.16% [4]

Company Overview - Eversource Energy (ES) is valued at $23.5 billion and operates as a utility holding company in New England, providing regulated electric, natural gas, and water delivery services to approximately 4.4 million customers across Connecticut, Massachusetts, and New Hampshire [1][2] Market Position - ES is classified as a "large-cap stock" due to its market capitalization exceeding $10 billion, highlighting its size and influence in the regulated electric utility industry [2] - The company has divested non-core businesses, such as offshore wind and water utilities, which has strengthened its balance sheet and positioned it for stable, long-term growth [2] Stock Performance - Over the past three months, ES shares have gained marginally, underperforming the Utilities Select Sector SPDR Fund (XLU), which returned 5% [3] - Year-to-date, ES shares have risen 10.2%, but this is below XLU's 11.4% increase [4] - Over the past 52 weeks, ES stock has dropped 7.2%, compared to XLU's 6.7% return [4] Recent Developments - On August 25, Eversource shares fell over 4% following the Trump administration's decision to block the construction of Ørsted's Revolution offshore wind project, which exposed the company to liabilities related to its sale to Global Infrastructure Partners [5] - Rival PPL Corporation (PPL) has outperformed ES with a 9.9% gain over the past 52 weeks, although it has lagged behind ES with a 9.7% return year-to-date [5] Analyst Ratings - The stock has a consensus "Moderate Buy" rating from 17 analysts, with a mean price target of $70.77, indicating a potential upside of 11.8% from current price levels [6]

Core Points - Eversource Energy's Board of Trustees approved a quarterly dividend of $0.7525 per share, payable on September 30, 2025, to shareholders of record as of September 22, 2025 [1] - Eversource is recognized as the 1 U.S. utility on TIME's List of World's Best Companies for 2024, highlighting its corporate citizenship [1] - The company is involved in the transmission and delivery of electricity and natural gas [1]

Core Insights - Eversource Energy (ES) is enhancing its infrastructure to provide reliable electricity and natural gas services while expanding its renewable operations [1] - The company plans a capital investment of $24.2 billion from 2025 to 2029, focusing on electric and natural gas distribution networks and electric transmission [2][9] Investment Plans - ES will allocate nearly $2 billion for replacing aging infrastructure, $1.5 billion for a cable underground program, $1 billion for substation development, and $0.5 billion for clean energy initiatives through 2028 [3] - The company is developing a $1.5-$1.6 billion underground substation in Cambridge, MA, which is the first of its kind in the U.S. [3] Strategic Moves - In January 2025, ES announced the sale of Aquarion Water Company for $2.4 billion, allowing it to reinvest in core electric and natural gas operations and reduce parent company debt [4] Industry Context - Other utility companies, such as FirstEnergy, NextEra Energy, and PPL Corporation, are also investing heavily in their transmission and distribution infrastructure to enhance reliability and support the transition to cleaner energy [7][8][10] - FirstEnergy plans to invest $28 billion between 2025 and 2029 to modernize its infrastructure, while NextEra Energy's Florida Power & Light aims to invest nearly $21.7 billion in similar projects [8][10] - PPL intends to invest $20 billion from 2025 to 2028 to upgrade its infrastructure and improve service quality [11]

Group 1 - The article discusses the potential for interest rate cuts following a recent inflation report indicating a 0.2% increase in CPI for July and a 2.7% increase on a 12-month basis, which could benefit most stocks due to lower borrowing costs [2] - The focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging opportunities [1] Group 2 - The article emphasizes the importance of performing due diligence and drawing personal conclusions before making investment decisions, highlighting that it is for informational purposes only [3] - It is noted that past performance does not guarantee future results, and no specific investment recommendations are provided [4]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to complement the Zacks Rank, aiding investors in selecting stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating better performance potential [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Evaluates stocks based on projected and historical earnings, sales, and cash flow to identify sustainable growth opportunities [4] Momentum Score - Assesses stocks based on price trends and earnings estimate changes to identify favorable buying opportunities [5] VGM Score - Combines all three Style Scores to provide a comprehensive indicator for investors seeking attractive value, growth, and momentum [6] Zacks Rank Integration - The Zacks Rank utilizes earnings estimate revisions to help investors build successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.75% since 1988 [7] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9] Company Spotlight: Eversource Energy - Eversource Energy, formerly Northeast Utilities, operates in energy delivery, serving customers in Connecticut, New Hampshire, and Massachusetts [11] - Currently rated 3 (Hold) with a VGM Score of B, Eversource has a Momentum Style Score of B and a recent share price increase of 0.5% [12] - The company has seen upward revisions in earnings estimates, with the Zacks Consensus Estimate for fiscal 2025 at $4.73 per share and an average earnings surprise of +2.9% [12]

Company Overview - Eversource Energy, previously known as Northeast Utilities, operates in the energy delivery sector, providing electricity and natural gas to residential, commercial, and industrial customers in Connecticut, New Hampshire, and Massachusetts [11]. Stock Performance - Eversource Energy is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid performance [12]. - The company has a Value Style Score of B, supported by attractive valuation metrics, including a forward P/E ratio of 13.74, which may appeal to value investors [12]. Earnings Estimates - In the last 60 days, three analysts have revised their earnings estimates upwards for Eversource Energy, with the Zacks Consensus Estimate increasing to $4.73 per share [12]. - The company has demonstrated an average earnings surprise of +2.9%, suggesting a positive trend in earnings performance [12]. Investment Consideration - With a strong Zacks Rank and favorable Value and VGM Style Scores, Eversource Energy is recommended for investors' consideration [13].