Eversource Energy (ES) Target Lifted to $79 at BMO After Q4 Results

Core Viewpoint - Eversource Energy's stock price target has been raised by multiple financial institutions following its Q4 results, indicating positive market sentiment and growth potential for the company [1][2]. Financial Performance - Eversource Energy reported a full-year 2025 non-GAAP EPS of $4.76, up from $4.57 in 2024, reflecting a growth of approximately 4.2% [3]. - The full-year GAAP EPS saw a significant increase to $4.05 from $2.27, while Q4 EPS reached $1.12 on both GAAP and non-GAAP bases, improving from GAAP $0.20 and non-GAAP $1.01 in the prior-year quarter [3]. - The company introduced 2026 EPS guidance of $4.80–$4.95 and reaffirmed a long-term EPS CAGR target of 5%–7%, aiming to achieve the upper half of that range by 2028 [3]. - Eversource Energy paid dividends of $3.01 per share in 2025, marking a 5.2% year-over-year increase [3]. Analyst Ratings and Price Targets - BMO Capital raised its price target on Eversource Energy to $79 from $75 while maintaining a Market Perform rating, citing the stock's outperformance and a financing plan that alleviated dilution concerns [1]. - UBS also raised its price target to $80 from $75 while maintaining a Neutral stance, emphasizing milestones in 2026 that will influence the company's trajectory towards its long-term EPS growth target of 5%–7% for 2025–2030 [2]. Company Overview - Eversource Energy, founded in 1966 and headquartered in Boston, Massachusetts, operates regulated electric, natural gas, and water utilities across Connecticut, Massachusetts, and New Hampshire [4].