Core Viewpoint - Eversource Energy reported a significant increase in fourth-quarter profit, driven by improved performance in its gas business and the absence of substantial one-time charges that impacted earnings in the previous year [1]. Financial Performance - Eversource's net income for the fourth quarter reached $421.3 million, or $1.12 per share, compared to $72.5 million, or 20 cents per share, in the same quarter last year [1]. - The natural gas segment earned $123.6 million, up from $103.4 million a year earlier [1]. Future Outlook - The company forecasts 2026 profit to be between $4.80 and $4.95 per share, with analysts estimating a full-year profit of $4.97 per share [1]. - Eversource expects its long-term earnings per share growth rate to remain in the range of 5% to 7% through 2030 [1]. Capital Investment - Eversource raised its five-year capital investment plan to $26.5 billion, an increase from the previous $24.2 billion, primarily due to higher spending on electric and natural gas distribution infrastructure [1]. - The company anticipates raising between $800 million and $1.1 billion in equity from 2026 to 2030, excluding routine issuances related to its dividend reinvestment and compensation programs [1].

Financial Performance - Eversource Energy reported full-year 2025 earnings of $1.69 billion, or $4.56 per share, compared to $811.7 million, or $2.27 per share, in 2024, representing a 108.5% increase in earnings [2]. - Non-GAAP recurring earnings for 2025 totaled $1.77 billion, or $4.76 per share, up from $1.63 billion, or $4.57 per share, in 2024 [2]. - The company expects 2026 earnings to be between $4.80 and $4.95 per share, with a long-term growth rate of 5% to 7% through 2030 [7]. - Eversource's electric transmission segment earned $776.7 million in 2025, an increase of 7.2% from $724.6 million in 2024 [10]. - The electric distribution segment reported earnings of $667.1 million in 2025, up 5.6% from $631.7 million in 2024 [11]. - The natural gas distribution segment earned $360.5 million in 2025, a 23.9% increase from $291.0 million in 2024 [12]. Investment Plans - Eversource announced a new five-year investment plan totaling $26.5 billion for 2026 to 2030, an increase of $2.3 billion from the previous plan [8]. - The company plans to raise equity between $800 million and $1.1 billion during the 2026-2030 period [9]. Customer Base - Eversource's total customer base includes approximately 4.6 million electric, natural gas, and water customers across Connecticut, Massachusetts, and New Hampshire [17]. Risks and Uncertainties - The company recorded an aggregate net after-tax loss of $75.0 million related to offshore wind project liabilities in 2025, impacting earnings per share by $0.20 [4]. - Eversource Energy's forward-looking statements involve risks and uncertainties that may cause actual results to differ materially from expectations [19]. - The company emphasizes the potential impact of cyber events, regulatory actions, and changes in laws on its operations and financial performance [19]. - Eversource Energy is subject to variability in costs and investment returns related to its offshore wind projects, specifically Revolution Wind and South Fork Wind [19]. - The company faces challenges from extreme weather events and climate change, which could disrupt its water supplies and distribution systems [19]. - Eversource Energy's access to capital may be limited or more costly due to disruptions in capital markets [19]. - Changes in economic conditions, including interest rates and customer demand, could significantly affect the company's financial outlook [21]. - The company acknowledges the unpredictability of third-party suppliers and service providers, which may impact operational performance [19]. - Eversource Energy's management encourages stakeholders to review risk factors detailed in its SEC filings for a comprehensive understanding of potential challenges [20]. - The company does not undertake an obligation to update forward-looking statements unless required by federal securities laws [21]. - Eversource Energy's strategic initiatives may be influenced by changes in accounting standards and financial reporting regulations [21].

Core Insights - Eversource Energy (ES) is expected to report quarterly earnings of $1.11 per share, reflecting a 9.9% increase year-over-year, with revenues projected at $3.53 billion, an 18.9% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 4.9%, indicating a collective reassessment by analysts of their initial forecasts [2]. - Prior to earnings announcements, revisions to earnings estimates are crucial as they serve as indicators for predicting investor actions regarding the stock [3]. Key Metrics - The consensus estimate for 'Operating Income - Electric Distribution' is $149.77 million, down from $178.10 million year-over-year [5]. - Analysts predict 'Operating Income - Electric Transmission' will reach $304.01 million, up from $276.90 million year-over-year [5]. - The estimated 'Operating Income - Natural Gas Distribution' stands at $157.71 million, compared to $149.60 million from the previous year [6]. Stock Performance - Over the past month, Eversource shares have recorded a return of -1.6%, while the Zacks S&P 500 composite has remained unchanged [6]. - Eversource holds a Zacks Rank of 2 (Buy), suggesting it is likely to outperform the overall market in the upcoming period [6].

Core Viewpoint - Eversource Energy (ES) is expected to report its fourth-quarter 2025 results on February 12, with a projected earnings per share (EPS) of $1.11, reflecting a year-over-year increase of 9.90% and revenues estimated at $3.53 billion, indicating an 18.86% improvement from the previous year [1][2]. Group 1: Q4 Expectations - The Zacks Consensus Estimate for Eversource Energy's earnings is set at $1.11 per share, which represents a year-over-year increase of 9.90% [2]. - Revenue expectations are pegged at $3.53 billion, implying an 18.86% year-over-year improvement [2]. Group 2: Factors Impacting Q4 Earnings - Eversource Energy's fourth-quarter earnings are likely to benefit from load growth driven by rising electrification and economic expansion, as well as grid modernization and decarbonization efforts [3]. - The implementation of a new gas rate of nearly $62 million by Eversource Gas Company of Massachusetts in November 2025 is expected to positively impact fourth-quarter earnings [3]. - However, the Connecticut Public Utilities Regulatory Authority's rejection of Eversource Energy's $2.4 billion sale of Aquarion Water Company may adversely affect current quarter performance and future plans [4]. - Increased operation and maintenance expenses may partially offset the positive impacts on earnings, along with a dilutive effect from a 7.1 million share equity issuance [4]. Group 3: Earnings Prediction - The company's Earnings ESP is +1.27%, indicating a favorable outlook for an earnings beat [5]. - Eversource Energy currently holds a Zacks Rank of 3, suggesting a hold position [6].

Core Viewpoint - Eversource Energy (ES) is positioned well to continue its trend of beating earnings estimates, making it a stock worth considering for investors [1]. Earnings Performance - Eversource has a strong track record of beating earnings estimates, with an average surprise of 3.65% over the last two quarters [2]. - In the most recent quarter, Eversource reported earnings of $1.19 per share, exceeding the expected $1.12 per share, resulting in a surprise of 6.25% [2]. - For the previous quarter, the company reported $0.96 per share against an estimate of $0.95 per share, achieving a surprise of 1.05% [2]. Earnings Estimates and Predictions - Recent earnings estimates for Eversource have been revised upward, indicating growing analyst confidence in the company's near-term earnings potential [5]. - The Zacks Earnings ESP for Eversource is currently +0.75%, suggesting a positive outlook for the upcoming earnings report [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high probability of another earnings beat [5][8]. Earnings ESP Metric - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have historically produced positive surprises nearly 70% of the time [6]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9].

Core Insights - Eversource Energy has declared a quarterly dividend of $0.7875 per share, payable on March 31, 2026, to shareholders of record as of March 5, 2026 [1] Group 1: Company Recognition and Commitment - Eversource has been recognized as one of America's Most Responsible Companies by Newsweek for 2026 [2] - The company is ranked as the 1 utility on USA Today's list of America's Climate Leaders for 2025 [2] - Eversource serves approximately 4.6 million customers across Connecticut, Massachusetts, and New Hampshire [2] Group 2: Operational Excellence and Sustainability Initiatives - Eversource is identified as the 1 Energy Efficiency Provider in the Nation [2] - The company employs over 10,000 individuals to deliver reliable energy and water services with a focus on superior customer service [2] - Eversource is advancing a clean energy future in the Northeast through various initiatives, including a networked geothermal pilot project, solar energy, offshore wind, electric vehicles, and battery storage [2]

Weather Impact on Boston - Boston is expected to receive up to 18 inches (46 centimeters) of snow from a storm, marking the most significant snowfall from a single storm in four years [1][2] - The National Weather Service forecasts 12 to 18 inches of snow across much of southern New England, with snow beginning late Sunday morning or early afternoon [2] - Travel conditions are anticipated to be "very difficult to impossible" overnight Sunday into Monday morning, prompting state officials to take action [3] Government Response - Massachusetts Governor Maura Healey has instructed all non-essential state employees to work from home on Monday and encouraged private-sector employers to do the same [3] - Mayor Michelle Wu has opened city youth centers as warming stations for individuals seeking refuge from the cold [4] Utility Preparedness - Eversource Energy and other utilities are prepared with extra utility poles, transformers, and equipment to address potential power outages due to the storm [5] - Wind gusts during the storm could reach 30 miles (48 kilometers) per hour, which may exacerbate the situation [5]

Core Insights - Regulated utilities are favored investments for dividend growth due to their stable cash flows and potential for capital gains [1] Group 1: Investment Rationale - The financial sector experience of the lead analyst contributes to actionable insights into high-quality dividend growth opportunities [1] - The focus is on achieving a robust total return through cash dividends and strong capital gains [1]

Core Insights - Eversource Energy (ES) is focusing on strategic investments to enhance its transmission and distribution networks, which is expected to improve operational efficiency and service reliability, thereby attracting more customers [1] - The company's long-term earnings growth rate is projected at 5.92% over the next three to five years [1] Investment Plans - Eversource has outlined a long-term capital investment plan of $24.2 billion for the 2025-2029 period, with nearly $16.2 billion allocated for electric and natural gas distribution networks and $6.8 billion for the electric transmission segment [2] - Additional capital investment potential of $1.5-$2.0 billion is expected over the same timeframe [2] - The company plans to invest nearly $2 billion in replacing aging infrastructure, $1.5 billion in its cable undergrounding program, $1 billion in substation development, and $0.5 billion in clean energy initiatives through 2028 [3] Regulatory Support - Eversource's customer-focused investments in electric transmission and distribution are backed by constructive regulatory mechanisms, ensuring timely cost recovery for most of its businesses [4] - Consistent performance and investments are likely to support long-term earnings per share growth of 5-7% from the 2024 base [4] Challenges - In January 2025, Eversource announced a definitive agreement to sell Aquarion Water Company for $2.4 billion, but the sale was halted by Connecticut's Public Utilities Regulatory Authority (PURA) due to concerns over potential rate hikes and insufficient regulatory oversight [5] - This situation has led Eversource to pursue alternative financing and explore a new rate case for Aquarion Water [5] Performance Metrics - Over the past year, ES shares have increased by 15.3%, although this growth lags behind the industry's 18.9% [7] - The company maintains a Zacks Rank of 3 (Hold), while competitors such as The AES Corporation, NextEra Energy, and PG&E Corporation hold a Zacks Rank of 2 (Buy) [10]

Core Points - Eversource Energy's Board of Trustees has approved a quarterly dividend of $0.7525 per share, payable on December 31, 2025, to shareholders of record as of the close of business on December 17, 2025 [1] - Eversource is recognized as the 1 U.S. utility on TIME's List of World's Best Companies for 2024, highlighting its strong corporate citizenship [1] - The company serves approximately 4.6 million customers across Connecticut, Massachusetts, and New Hampshire, providing electricity, natural gas, and water [1] Company Overview - Eversource is the leading energy efficiency provider in the nation, employing over 10,000 individuals to deliver reliable energy and water with superior customer service [1] - The company is committed to a clean energy future in the Northeast, integrating new clean energy resources such as geothermal, solar, offshore wind, electric vehicles, and battery storage into its electric system [1]