The 10% EPS beat and reaffirmed guidance reinforce Evergy's steady growth narrative, supported by large customer demand and regulated investment recovery. Watch for additional electric service agreement announcements in H2 2026 as a catalyst. The stock may see modest upside as the beat confirms the investment thesis, but the lack of raised guidance caps near-term momentum.
Price Chart
Executive Summary
Evergy reported Q2 2026 adjusted EPS of $0.88, beating consensus of $0.80 by 10%, driven by regulated investment recovery and large customer demand growth. GAAP EPS rose to $0.91 from $0.74 YoY. The company reaffirmed its 2026 adjusted EPS guidance of $4.14–$4.34 and long-term 6%–8%+ growth target, signaling steady operational momentum.
Key Financial Metrics
Key Facts
- Q2 2026 GAAP EPS $0.91 vs $0.74 YoY; net income $215.0M vs $171.3M
- Q2 2026 adjusted EPS $0.88 vs consensus $0.80 (10% beat) and vs $0.82 YoY
- Reaffirmed 2026 adjusted EPS guidance $4.14–$4.34; long-term growth target 6%–8%+ through 2030
- Quarterly dividend declared at $0.6950 per share, payable Sept 18, 2026
- Management expects at least one more large customer electric service agreement in 2026
Financial Impact
Adjusted EPS beat consensus by $0.08 (10%); GAAP EPS grew 23% YoY; adjusted EPS grew 7.3% YoY
Risk Factors
- Higher operations and maintenance expense and depreciation could pressure margins
- Mild weather patterns may temper demand growth
- Regulatory decisions on rate cases and large customer tariffs remain uncertain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-336661 |
| Document: d55157d8k.htm | 0001193125-26-336661 |
| Document: 0001193125-26-336661-index-headers.html | 0001193125-26-336661 |
| Document: 0001193125-26-336661-index.html | 0001193125-26-336661 |
| Document: 0001193125-26-336661.txt | 0001193125-26-336661 |
| 8-K Data (Synthetic) | 0001193125-26-336661 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $84.43 $84.61 | ▲ +0.21% | ▼ −0.50% | $84.77 (+0.40%) |
Aug 24, 2026 9w ago | 8-K | $81.41 $82.23 | ▲ +1.01% | ▲ +0.99% | $84.77 (+4.13%) |
Aug 17, 2026 10w ago | 424B5 | $83.93 $83.42 | ▼ −0.61% | ▲ +0.07% | $84.77 (+1.00%) |
Aug 6, 2026 11w ago | 8-K | $83.02 $83.38 | ▲ +0.43% | ▼ −0.18% | $84.77 (+2.11%) |
Jun 15, 2026 19w ago | 144 | $83.44 $83.97 | ▲ +0.64% | ▲ +1.23% | $84.77 (+1.59%) |
May 28, 2026 21w ago | 144 | $82.82 $82.01 | ▼ −0.98% | ▼ −1.22% | $84.77 (+2.36%) |
May 7, 2026 24w ago | 8-K | $82.65 $81.55 | ▼ −1.33% | ▼ −2.16% | $84.77 (+2.57%) |
Mar 26, 2026 30w ago | DEFA14A | $80.84 $81.38 | ▲ +0.67% | ▲ +1.03% | $84.77 (+4.87%) |
US Market Status
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