Solid beat on earnings with maintained guidance suggests stable utility performance. The new large customer ESA adds incremental growth visibility. Monitor upcoming quarterly results for guidance updates or acceleration in large load demand.
Price Chart
Executive Summary
Evergy reported Q1 2026 adjusted EPS of $0.69, beating the $0.63 consensus by 9.5%, driven by regulated investment recovery and large customer growth. GAAP EPS was $0.64 vs $0.54 a year ago. The company reaffirmed its 2026 adjusted EPS guidance of $4.14-$4.34 and declared a quarterly dividend of $0.6950 per share. A fifth large customer electric service agreement was also announced.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS (non-GAAP) of $0.69 vs $0.55 YoY, beating consensus of $0.63
- GAAP EPS $0.64 vs $0.54 YoY (net income $151.5M vs $125.0M)
- Reaffirmed 2026 adjusted EPS guidance of $4.14-$4.34
- Long-term adjusted EPS growth target of 6%-8%+ through 2030, exceeding 8% from 2028
- Quarterly dividend declared at $0.6950 per share
- Signed fifth large customer electric service agreement (ESA) under Kansas Central LLPS tariff
Financial Impact
Adjusted EPS beat consensus by $0.06 (~9.5%)
Risk Factors
- Weather-related demand volatility (mild winter partially offset results)
- Higher operations and maintenance expense and depreciation
- Execution risk on large customer projects and regulatory approvals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-210269 |
| Document: d947347d8k.htm | 0001193125-26-210269 |
| Document: 0001193125-26-210269-index-headers.html | 0001193125-26-210269 |
| Document: 0001193125-26-210269-index.html | 0001193125-26-210269 |
| Document: 0001193125-26-210269.txt | 0001193125-26-210269 |
| 8-K Data (Synthetic) | 0001193125-26-210269 |
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% | $84.56 (+0.15%) |
Aug 24, 2026 9w ago | 8-K | $81.41 $82.23 | ▲ +1.01% | ▲ +0.99% | $84.56 (+3.87%) |
Aug 17, 2026 10w ago | 424B5 | $83.93 $83.42 | ▼ −0.61% | ▲ +0.07% | $84.56 (+0.75%) |
Aug 6, 2026 11w ago | 8-K | $83.02 $83.38 | ▲ +0.43% | ▼ −0.18% | $84.56 (+1.85%) |
Jun 15, 2026 19w ago | 144 | $83.44 $83.97 | ▲ +0.64% | ▲ +1.23% | $84.56 (+1.34%) |
May 28, 2026 21w ago | 144 | $82.82 $82.01 | ▼ −0.98% | ▼ −1.22% | $84.56 (+2.10%) |
May 7, 2026 24w ago | 8-K | $82.65 $81.55 | ▼ −1.33% | ▼ −2.16% | $84.56 (+2.31%) |
Mar 26, 2026 30w ago | DEFA14A | $80.84 $81.38 | ▲ +0.67% | ▲ +1.03% | $84.56 (+4.61%) |
US Market Status
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