Citigroup Inc. Cuts Stock Holdings in NRG Energy, Inc. $NRG

Citigroup Inc. lessened its holdings in NRG Energy, Inc. (NYSE:NRG) by 24.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 276,194 shares of the utilities provider’s stock after selling 90,776 shares during the period. Citigroup Inc.’s holdings in NRG Energy were worth $44,730,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Daymark Wealth Partners LLC lifted its holdings in NRG Energy by 2.2% during the second quarter. Daymark Wealth Partners LLC now owns 2,944 shares of the utilities provider’s stock worth $473,000 after buying an additional 64 shares during the period. New Wave Wealth Advisors LLC raised its position in shares of NRG Energy by 3.0% in the 3rd quarter. New Wave Wealth Advisors LLC now owns 2,222 shares of the utilities provider’s stock worth $360,000 after acquiring an additional 65 shares in the last quarter. Golden State Equity Partners lifted its stake in shares of NRG Energy by 4.7% during the 3rd quarter. Golden State Equity Partners now owns 1,589 shares of the utilities provider’s stock worth $257,000 after purchasing an additional 72 shares during the last quarter. Zions Bancorporation National Association UT boosted its position in NRG Energy by 19.8% during the third quarter. Zions Bancorporation National Association UT now owns 459 shares of the utilities provider’s stock valued at $74,000 after purchasing an additional 76 shares in the last quarter. Finally, Optivise Advisory Services LLC grew its stake in NRG Energy by 5.1% in the third quarter. Optivise Advisory Services LLC now owns 1,670 shares of the utilities provider’s stock valued at $270,000 after purchasing an additional 81 shares during the last quarter. 97.72% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on NRG. BMO Capital Markets increased their price target on shares of NRG Energy from $185.00 to $195.00 and gave the company a “market perform” rating in a research report on Friday, November 7th. UBS Group began coverage on shares of NRG Energy in a research note on Tuesday, December 9th. They set a “buy” rating and a $211.00 price objective for the company. Morgan Stanley set a $153.00 target price on shares of NRG Energy in a research note on Tuesday, February 17th. Zacks Research downgraded NRG Energy from a “hold” rating to a “strong sell” rating in a research report on Friday, January 23rd. Finally, Jefferies Financial Group decreased their price objective on NRG Energy from $198.00 to $181.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $188.45.

Key Stories Impacting NRG Energy

Here are the key news stories impacting NRG Energy this week:

• Positive Sentiment: Revenue and cash-flow beat — Q4 revenue came in well above estimates and full‑year adjusted results showed strong cash generation and EBITDA, supporting the company’s ability to fund growth and returns. NRG Energy, Inc. Reports Full Year 2025 Financial Results
• Positive Sentiment: Management set an ambitious target — NRG is targeting ~14% annual EPS growth through 2030 and said LS Power integration is outperforming expectations, which drove investor optimism about long‑term earnings power. NRG targets 14% annual EPS growth through 2030 as LS Power integration outperforms
• Positive Sentiment: Capacity and growth execution — Management highlighted that the company has materially expanded generation capacity (doubling its footprint), supporting higher contracted sales and data‑center deals that underpin the growth outlook. NRG Energy Doubles Generation Capacity and Targets 14% EPS Growth Through 2030
• Neutral Sentiment: Earnings metrics are mixed — Some outlets report a modest EPS beat on adjusted basis (Zacks: $1.03 vs $1.01 est.), while GAAP and some consensus figures show variance; investors are parsing adjusted vs. GAAP differences. NRG Energy (NRG) Beats Q4 Earnings and Revenue Estimates
• Neutral Sentiment: Guidance & shareholder returns — Management boosted shareholder return initiatives and provided 2026 guidance/longer-term targets; market impact depends on execution against those targets. NRG Energy Q4 Earnings and Revenues Surpass Expectations
• Negative Sentiment: GAAP profit and EPS weakness — GAAP net income and reported EPS declined year‑over‑year (Q4 GAAP net income was relatively small), which keeps a portion of investors cautious about underlying profitability. NRG Posts Lower 4Q Profit Despite Increasing Demand
• Negative Sentiment: High leverage and execution risk — The company carries meaningful debt levels and investors will watch free‑cash‑flow conversion and integration execution to validate the growth targets; missed execution could reverse sentiment.

NRG Energy Trading Up 4.6%

NYSE NRG opened at $184.66 on Wednesday. The stock has a market cap of $39.64 billion, a P/E ratio of 27.60 and a beta of 1.27. The company has a current ratio of 1.05, a quick ratio of 0.99 and a debt-to-equity ratio of 8.45. NRG Energy, Inc. has a 12-month low of $79.57 and a 12-month high of $184.84. The company has a fifty day simple moving average of $157.68 and a two-hundred day simple moving average of $160.58.

NRG Energy (NYSE:NRG) last issued its earnings results on Tuesday, February 24th. The utilities provider reported $1.04 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.19 by ($0.15). NRG Energy had a return on equity of 103.57% and a net margin of 4.84%.The firm had revenue of $7.75 billion during the quarter, compared to analysts’ expectations of $6.68 billion. During the same quarter last year, the business earned $1.56 EPS. The business’s revenue was up 13.7% on a year-over-year basis. On average, analysts forecast that NRG Energy, Inc. will post 6.36 earnings per share for the current year.

NRG Energy Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 2nd were given a $0.475 dividend. This is an increase from NRG Energy’s previous quarterly dividend of $0.44. This represents a $1.90 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Monday, February 2nd. NRG Energy’s payout ratio is currently 28.40%.

NRG Energy declared that its Board of Directors has initiated a stock buyback plan on Thursday, November 6th that authorizes the company to repurchase $3.00 billion in shares. This repurchase authorization authorizes the utilities provider to buy up to 9.2% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other news, CFO Bruce Chung sold 12,383 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $156.56, for a total value of $1,938,682.48. Following the sale, the chief financial officer owned 79,147 shares in the company, valued at $12,391,254.32. This represents a 13.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Brian Curci sold 60,580 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $161.71, for a total transaction of $9,796,391.80. Following the transaction, the vice president directly owned 93,089 shares of the company’s stock, valued at approximately $15,053,422.19. This trade represents a 39.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 172,556 shares of company stock worth $27,550,446. 0.61% of the stock is owned by company insiders.

NRG Energy Profile

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.