Inside the research

Evergy, Inc.

EVRG Research profile · latest available data

Price overview

$78.04

▲ +0.38 (+0.5%)

52w hi$87.40
52w lo$70.52
Vol1.71M
As of25 Sep 2026

The Verdict

Hold

Our score -0.31

Short-0.11
Medium-0.50
Long-0.35

computed 2026-09-27

Key fundamentals

Evergy, Inc.

Utilities · Utilities - Regulated Electric

Market cap$17.99B
Enterprise value$34.52B
Trailing P/E19.86x
Forward P/E17.10x
EV / EBITDA12.15x
P / S (ttm)2.95x
Profit margin15.2%
Return on equity9.3%
Revenue growth+4.4%
Earnings growth+23.0%
Debt / equity160.55

Layer Breakdown

LayerRawContribution
Fundamental+0.23
Sector-0.10
Technical-0.18
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in the United States. The company generates electricity through coal, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, and other renewable sources. It serves residences, commercial firms, industrials, municipalities, and other electric utilities. The company was incorporated in 2017 and is headquartered in Kansas City, Missouri.

United States · investors.evergy.com

Risk Metrics

Beta vs SPX0.14
Corr SPX0.13
Annual vol16.3%
Annual ret+13.1%
Sharpe0.81
Max DD-11.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$90.62
High / Low$99.00 / $80.00
Median$90.00
Analysts12
Strong Buy2
Buy6
Hold6
Sell0
Strong Sell0

Recent rating actions

2026-05-08UBS→ Neutral
2026-04-14B of A Securities→ Buy
2026-03-09Barclays→ Overweight
2026-02-23BMO Capital→ Outperform
2026-02-20Wells Fargo→ Equal-Weight
2026-02-20Citigroup→ Buy

Material Events

DateEvent8-K
2026-08-06Earnings Release, Reg FD Disclosure…read
2026-07-01Other Material Event, Exhibitsread
2026-07-01Material Agreement, Termination of Agreement…read
2026-05-07Earnings Release, Reg FD Disclosure…read
2026-03-10Other Material Event, Exhibitsread
2026-02-19Earnings Release, Reg FD Disclosure…read
2026-02-11Material Agreement, Termination of Agreement…read
2026-01-07Material Agreement, Material Obligation…read
2025-12-05Other Material Event, Exhibitsread
2025-11-25Other Material Event, Exhibitsread
2025-11-06Earnings Release, Reg FD Disclosure…read
2025-09-03Officer / Director Changeread

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-15Caisley Charles A.EVP & CHIEF CUST OFFCRSell10.79K$900.24K
2026-06-03Lawrence Sandra AJSell200$16.53K
2026-06-02Lawrence Sandra AJSell600$48.85K
2026-05-29Lawrence Sandra AJSell400$32.82K
2026-05-28Lawrence Sandra AJSell761$63.40K
2026-05-06Sharma Neal AGrant1.96K—
2026-05-06Scarola JamesGrant1.96K—

Flow & Concentration

Insider 180d net-$1.06M
Insider buys / sells0 / 5
Insider biasNeutral
13F holders9
Top-5 share98.1%
HHI5,549 (concentrated)

Top Holders

HolderValueShares
Fidelity / FMR LLC$739.64M8.56M
AQR Capital Management$87.64M1.02M
Millennium Management$63.93M739.67K
Citadel Advisors$55.09M38.75M
State Street Corp$42.32M29.72M
Bridgewater Associates$14.53M168.06K
Renaissance Technologies$4.80M55.50K
T. Rowe Price Group$28.66K331.63K
Capital Research / Capital World$21.34K15.00K

As of 2026-06-30

Dividends

Yield (TTM)1.78%
$ / share (TTM)$1.39
5y CAGR+5.7%

Annual dividend per share

2021$2.18
2022$2.33
2023$2.48
2024$2.60
2025$2.70
2026$0.69

SEC Filings

DateFormDoc
2026-08-0610-Qview
2026-08-068-Kview
2026-07-018-Kview
2026-07-014view
2026-07-014view
2026-07-018-Kview
2026-06-1811-Kview
2026-06-164view
2026-06-044view
2026-06-014view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view

The Long Run

FY 2018–2025 · 8 years

LineLatestCAGRTrend
Revenue$5.35B+3.4%
Operating income$1.53B+38.1%
Net income$873.50M+46.4%
Cash from ops$1.98B+13.8%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$77.66$78.17$77.11$78.041.71M
Sep 24$78.42$78.57$77.61$77.661.65M
Sep 23$78.96$79.20$78.37$78.422.38M
Sep 22$79.22$80.10$78.99$79.271.80M
Sep 21$79.78$79.88$78.89$79.261.96M

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