Diversified Trust Co. Takes $634,000 Position in Eversource Energy $ES

Diversified Trust Co. acquired a new position in shares of Eversource Energy (NYSE:ES) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 9,411 shares of the utilities provider’s stock, valued at approximately $634,000.

Several other institutional investors have also recently modified their holdings of the stock. United Asset Strategies Inc. lifted its stake in Eversource Energy by 1.0% in the 3rd quarter. United Asset Strategies Inc. now owns 13,288 shares of the utilities provider’s stock valued at $945,000 after buying an additional 138 shares in the last quarter. Mystic Asset Management Inc. increased its position in Eversource Energy by 0.9% during the third quarter. Mystic Asset Management Inc. now owns 16,549 shares of the utilities provider’s stock worth $1,177,000 after buying an additional 150 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in shares of Eversource Energy by 3.3% in the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 5,054 shares of the utilities provider’s stock worth $360,000 after acquiring an additional 162 shares during the last quarter. Parallel Advisors LLC raised its holdings in shares of Eversource Energy by 4.9% in the third quarter. Parallel Advisors LLC now owns 3,636 shares of the utilities provider’s stock worth $259,000 after acquiring an additional 169 shares during the last quarter. Finally, Fifth Third Bancorp lifted its position in shares of Eversource Energy by 0.8% in the third quarter. Fifth Third Bancorp now owns 23,704 shares of the utilities provider’s stock valued at $1,686,000 after acquiring an additional 186 shares in the last quarter. 79.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Eversource Energy

In related news, insider Cotton M. Cleveland sold 2,581 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $74.87, for a total transaction of $193,239.47. Following the completion of the transaction, the insider owned 79,364 shares of the company’s stock, valued at approximately $5,941,982.68. This represents a 3.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP John M. Moreira sold 7,800 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $73.90, for a total transaction of $576,420.00. Following the transaction, the executive vice president directly owned 43,269 shares in the company, valued at approximately $3,197,579.10. This represents a 15.27% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 16,381 shares of company stock worth $1,211,079. 0.41% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Eversource Energy in a research note on Wednesday, January 28th. BMO Capital Markets reduced their target price on shares of Eversource Energy from $79.00 to $75.00 and set a “market perform” rating on the stock in a report on Monday, March 23rd. Mizuho decreased their price target on shares of Eversource Energy from $75.00 to $70.00 and set a “neutral” rating on the stock in a research note on Thursday. UBS Group lowered their price target on shares of Eversource Energy from $80.00 to $74.00 and set a “neutral” rating for the company in a report on Friday. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Eversource Energy from $72.00 to $75.00 and gave the company an “underweight” rating in a research report on Thursday, March 12th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Eversource Energy presently has an average rating of “Hold” and a consensus price target of $72.30.

Eversource Energy Price Performance

Shares of NYSE:ES opened at $67.53 on Friday. The company has a market cap of $25.36 billion, a P/E ratio of 14.78, a P/E/G ratio of 2.94 and a beta of 0.76. The business has a fifty day simple moving average of $71.32 and a 200-day simple moving average of $69.99. Eversource Energy has a 52 week low of $52.28 and a 52 week high of $76.41. The company has a quick ratio of 0.59, a current ratio of 0.65 and a debt-to-equity ratio of 1.66.

Eversource Energy (NYSE:ES) last released its earnings results on Thursday, February 12th. The utilities provider reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The firm had revenue of $3.37 billion for the quarter, compared to the consensus estimate of $2.94 billion. Eversource Energy had a return on equity of 11.18% and a net margin of 12.49%.The firm’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.01 earnings per share. Eversource Energy has set its FY 2026 guidance at 4.800-4.950 EPS. Equities research analysts forecast that Eversource Energy will post 4.75 EPS for the current year.

Eversource Energy Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Thursday, March 5th will be given a $0.7875 dividend. This is a boost from Eversource Energy’s previous quarterly dividend of $0.75. This represents a $3.15 annualized dividend and a dividend yield of 4.7%. The ex-dividend date of this dividend is Thursday, March 5th. Eversource Energy’s dividend payout ratio is 68.93%.

Eversource Energy News Roundup

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

• Positive Sentiment: Argus upgraded Eversource, which supports investor confidence and suggests upside vs. recent weakness. Eversource Energy Upgraded at Argus
• Neutral Sentiment: Bank of America cut its price target (from $82 to $73) but kept a “buy” rating, signaling view that the shares still have upside despite the regulatory headwinds. Benzinga: Bank of America coverage
• Negative Sentiment: Regulatory ruling: 24/7 Wall St. reports FERC’s ROE reset creates refund risk for utilities, a primary driver of the recent pullback in Eversource shares as investors price in potential rate adjustments and earnings pressure. Eversource Takes a Hit as Regulators Reset ROE and Trigger Refund Risk
• Negative Sentiment: UBS lowered its price target to $74 and moved to a “neutral” view, indicating less upside and contributing to selling pressure. Benzinga: UBS coverage
• Negative Sentiment: Mizuho trimmed its target to $70 and shifted to “neutral,” another downgrade that reinforces market caution on ROE/regulatory risk. Benzinga: Mizuho coverage
• Negative Sentiment: BMO reduced its price recommendation (reported by InsiderMonkey), citing the ROE ruling as the rationale—adding to the chorus of analyst cuts pressuring the stock. Eversource Energy (ES) Price Target Reduced by BMO Capital on ROE Ruling

Eversource Energy Company Profile

Eversource Energy (NYSE: ES) is a publicly traded, regulated energy company headquartered in Hartford, Connecticut. The company’s core business is the delivery and transmission of electricity and natural gas to residential, commercial and industrial customers across parts of New England. Eversource operates transmission and distribution networks, maintains electrical infrastructure, responds to outages and storms, and manages natural gas pipeline and distribution systems in the regions it serves.

Eversource serves customers primarily in Connecticut, Massachusetts and New Hampshire, operating through locally regulated utility subsidiaries that administer customer service, billing, meter reading and localized operations.