Key Takeaways VST's diverse fuel mix enables grid reliability, cash flow stability and long-term growth potential.Vistra's 2025 and 2026 sales estimates imply year-over-year growth of 29.87% and 3.27%, respectively.VST's trailing 12-month ROE is 87.33%, significantly outperforming the industry average of 10.41%.Vistra Corp.’s (VST) multi-fuel generation portfolio significantly enhances its long-term growth potential. With a balanced mix of natural gas, nuclear, coal, and increasing renewable and battery sto ...

Core Viewpoint - National Grid (NGG) is positioned to benefit from strategic investments in infrastructure upgrades and expansion, making it an attractive investment opportunity in the utility electric power industry [1] Group 1: Earnings and Growth Projections - The Zacks Consensus Estimate for NGG's fiscal 2026 earnings per share (EPS) has increased by 2.6% to $5.07 over the past 30 days [2] - The company's projected earnings growth rate over the next three to five years is estimated at 8.4% [2] Group 2: Financial Health - National Grid's times interest earned (TIE) ratio at the end of fiscal 2025 was 3, indicating strong capability to meet interest payment obligations in the near term [3] Group 3: Clean Energy Initiatives - The company aims to achieve net-zero emissions by 2050 and is actively investing in large-scale renewable energy projects, including wind and solar, to facilitate the energy transition [4][8] Group 4: Strategic Investments and Customer Demand - National Grid plans to invest nearly $69 billion (£60 billion) over the next five years across its service areas in the UK and the US to meet rising demand from new customer connections [5][8] - In total, 2.5 gigawatts (GW) of customer projects were connected to the transmission network this year, with 1.6 GW being renewable energy sources [5] Group 5: Dividend Performance - NGG has consistently increased shareholder value through dividends, with a current dividend yield of 5.73%, significantly higher than the S&P 500 Composite's yield of 1.18% [6] Group 6: Stock Performance - Over the past six months, NGG shares have increased by 23.6%, outperforming the industry's growth of 8.9% [7]

Key Takeaways ETR plans to invest $37B by 2028 to upgrade grid infrastructure and expand renewable energy. Entergy's 2025 sales are expected to grow 5.6% year over year, with 9.5% long-term earnings growth. ETR shares have gained 52.3% in the past year, far outpacing the utility industry's 16.6% growth.Entergy Corporation (ETR) focuses on consistent investments in infrastructure upgrades to better serve its customers. The company is also steadily expanding its renewable generation portfolio. Given its str ...

Core Viewpoint - CenterPoint Energy Inc. (CNP) is positioned as a strong investment option in the Zacks Utility Electric Power industry due to its consistent infrastructure investments and expanding operations [1] Growth Projection - The Zacks Consensus Estimate for CNP's 2026 earnings per share (EPS) has increased by 0.5% to $1.88 over the past 60 days [2] - The revenue estimate for CNP in 2025 is projected at $9.05 billion, reflecting a growth of 4.7% from the reported figure in 2024 [2] - The company's long-term earnings growth rate is estimated at 7.8% over the next three to five years [2] Dividend History - CNP has been consistently increasing shareholder value through dividends, currently paying a quarterly dividend of 22 cents per share, leading to an annualized dividend of 88 cents [3] - The current dividend yield stands at 2.48%, outperforming the Zacks S&P 500 Composite average of 1.24% [3] - In the first quarter of 2025, CNP paid $143 million in dividends, up from $126 million in the same period the previous year [3] Solvency - CNP's times interest earned (TIE) ratio at the end of the first quarter of 2025 was 2.3, indicating the company can comfortably meet its interest payment obligations in the near term [4] Strategic Investment Framework - CNP plans to invest $48.5 billion in capital expenditures over the next 10 years, with a target of $4.8 billion in 2025 [5] - These investments are aimed at enhancing customer dependability and providing safe, resilient energy [5] Renewable Energy and EV Expansion - As part of its 10-year capital expenditure strategy, CNP intends to invest over $3 billion in renewable energy generation and electric vehicle (EV) expansion, targeting around 1,000 megawatts of power from wind and solar by 2026 [6][8] - The company is also focusing on developing a smarter, cleaner ecosystem for EV drivers and fleet operators, including investments in off-road electrification [7] Stock Performance - CNP stock has increased by 10.8% over the past six months, outperforming the industry's growth of 5.7% [10]

Core Viewpoint - National Grid (NGG) is positioned to benefit from strategic investments in infrastructure upgrades and expansion, making it an attractive investment opportunity in the utility electric power industry [1] Earnings Growth Forecast - The Zacks Consensus Estimate for NGG's fiscal 2026 earnings per share (EPS) has increased by 2.7% to $4.94 over the past 30 days [2] - The company's earnings growth rate over the next three to five years is projected at 2.3% [2] Dividend Yield - NGG has consistently increased shareholder value through dividends, with a current dividend yield of 5.73%, significantly higher than the S&P 500 Composite's 1.24% [3] Strategic Investments and Customer Demand - National Grid plans to invest nearly $69 billion (£60 billion) across its service territory in the UK and the US over the next five years [4] - The company anticipates increased demand from new customer connections, with 2.5 gigawatts (GW) of customer projects connected to the transmission network this year, including 1.6 GW from renewables [4] Liquidity Position - NGG's current ratio at the end of fiscal 2025 was 1.35, exceeding the industry's average of 0.93, indicating a strong ability to meet future short-term liabilities [5] Solvency - The times interest earned (TIE) ratio for NGG at the end of fiscal 2025 was 3, suggesting the company can comfortably meet its interest payment obligations in the near term [6] Commitment to Clean Energy - National Grid aims to achieve net-zero emissions by 2050 and is actively investing in large-scale renewable energy projects such as wind and solar in the US [7] Stock Price Performance - Over the past six months, NGG shares have increased by 15.3%, outperforming the industry's growth of 3.9% [9] Other Stocks to Consider - Other top-ranked stocks in the same industry include Evergy, Inc. (EVRG), NiSource Inc. (NI), and CenterPoint Energy (CNP), all holding a Zacks Rank 2 [10][11]

CenterPoint Energy Inc. (CNP) focuses on consistent investments in infrastructure upgrades and maintenance, which has played a critical role in the company's expanding operations. Given its strong growth, CNP makes for a solid investment option in the Zacks Utility Electric Power industry.Let us focus on the reasons that make this Zacks Rank #2 (Buy) stock a strong investment pick at the moment.CNP’s Growth ForecastThe Zacks Consensus Estimate for CNP’s 2025 earnings per share (EPS) stands at $1.75, which i ...

Core Viewpoint - DTE Energy Corp. is positioned as a strong investment option in the Zacks Utility Electric Power industry due to its disciplined capital spending program, growth prospects, and low debt levels [1] Growth Forecast & Performance - The Zacks Consensus Estimate for DTE's 2025 earnings per share (EPS) has increased by 0.1%, while the 2026 EPS estimate has risen by 0.3% over the past 30 days [2] - Total revenue estimates for DTE are projected at $13.18 billion for 2025, indicating a growth of 5.8% from 2024, and $14.03 billion for 2026, suggesting a year-over-year increase of 6.5% [2] - DTE's long-term earnings growth rate is forecasted at 7.6%, with the company surpassing expectations in the last four quarters and achieving an average earnings surprise of 11.84% [3] Debt Profile - DTE's total debt to capital ratio stands at 19.89%, significantly lower than the industry average of 62.59% [4] - The times interest earned (TIE) ratio is 2.5, indicating the company can comfortably meet its interest obligations [4] Return on Equity - DTE's return on equity (ROE) is currently at 13%, outperforming the industry average of 10.34%, reflecting efficient utilization of funds [5] Shareholder Initiatives - DTE has consistently increased shareholder value through dividends, currently paying $1.09 per share quarterly, which translates to an annualized dividend of $4.36 and a dividend yield of 3.2% [6] - In the first quarter of 2025, DTE paid dividends totaling $217 million, up from $202 million in the previous year [6] Capital Allocation Plans - DTE plans to invest $30 billion over the next five years, a 20% increase from its previous investment plan, with $24 billion allocated for its subsidiary, DTE Electric [7] Diversification and Growth Targets - DTE is also expanding its non-utility operations, which diversifies its earnings stream and supports its long-term operating earnings growth target of 6-8% [8] Stock Performance - Over the past three months, DTE's stock has increased by 5.6%, outperforming the industry's average growth of 3% [9]

Vistra Corp. (VST) is trading at a premium relative to the Zacks Utility Electric Power industry, with a forward 12-month price-to-earnings (P/E) ratio of 20.41X compared to the industry average of 14.28X.The company benefits from strong residential and business results in both Texas and Midwest and Northeast markets. More than 95% of the commercial availability of its generation assets allows the company to gain by catering to the increasing demand in its service territories.Image Source: Zacks Investment ...

NextEra Energy (NEE) and Dominion Energy (D) are two of the most prominent utility companies in the United States. Both companies continue to invest millions of dollars in strengthening their infrastructure and adding more renewable energy assets to their generation portfolio. NextEra Energy and Dominion Energy’s focus on strengthening infrastructure is enhancing grid resilience, ensuring the stability of power supply even during extreme weather events. These companies also make strategic acquisitions to ex ...