Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Eversource Energy (ES)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$71.92+2.07%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
4.92 → 4.91 EPS · FY ending Dec 31, 2027 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ES yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Use $1.7 billion net proceeds from Aquarion sale to reduce debt | They sold Aquarion Water for $2.4 billion to cut debt. | Intact | Net proceeds used for debt fall below $1.7 billion | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 4 supplied quarters. Management reported: ““During the second quarter, we completed our strategic divestiture of Aquarion Water, further strengthening our balance sheet and positioning Eversource for continued success as a pure-play regulated electric and natural gas delivery company.” “The adjusted net equity proceeds of approximately $1.7 billion will be used to displace Eversource debt, delivering on our commitment to strengthen the Eversource balance sheet.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a regulated utility with a multi-year growth plan, rather than a high-growth or turnaround story. The thesis is intact, though confidence has eased to medium as recent results have included earnings misses.
The valuation evidence points to ES being cheap versus peers, with no measured expectations gap. The evidence labels its current pricing justified, but this does not remove the risk from fragile earnings quality.
Near term, management has reaffirmed 2026 recurring EPS guidance, though that range was lowered from the 2025-Q4 outlook due to regulatory and divestiture effects. The Aquarion sale closed and net proceeds were used to reduce debt, while the larger investment plan has little track record so far; recent earnings misses and a cybersecurity incident add execution risks.
The multi-year view depends on maintaining the 5-7% EPS growth goal through 2030 and carrying out the $26.5 billion investment plan. A guidance cut would be a meaningful negative, while Fed rate cuts or continued strength among major utility peers could support the sector backdrop.
Over the next 1-3 years, ES’s thesis rests on steady regulated growth, debt reduction, and reliable execution, despite recent misses and reduced near-term guidance. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Execute $26.5 billion investment plan for 2026-2030 | They sold Aquarion Water for $2.4 billion to cut debt. | Intact | Investment plan falls short of $26.5 billion by 2030 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 4 supplied quarters. Management reported: “Eversource released its new five-year $26.5 billion investment plan for the years 2026 to 2030, which is an increase of $2.3 billion dollars over its previous plan of $24.2 billion and an increase of $1.5 billion for the years 2025 to 2029.” ““As we enter the second half of the year, our priorities remain clear: operating safely and efficiently, delivering reliable service to our customers, executing on our strategic investments and maintaining the financial strength that supports long-term value creation,” said Nolan.” Delivery assessment Nov 4, 2026 |
Maintain 2026 EPS guidance between $4.57 and $4.72 | Eversource aims for 2026 EPS between $4.57 and $4.72. | Intact | EPS falls below $4.57 in FY26 | Diluted EPS: $0.14 per share FY2026-Q2; GAAP. Published target: >= $4.57 EPS. Annual target cannot be compared with a quarterly or TTM observation. Aug 3, 20260.14 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Restore transmission ROE above FERC's 9.57% cut | They fight to raise transmission returns after a FERC cut. | Under Pressure | ROE remains at or below 9.57% beyond 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 4 supplied quarters. Management reported: “The Company reaffirms its revised earnings guidance for 2026 non-GAAP recurring earnings of between $4.57 per share 1 and $4.72 per share 1 , which includes the impact of the prospective reduction to the transmission ROE rate resulting from the March 2026 FERC order and the absence of Aquarion earnings in the second half of the year.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.90 → $4.91 · observed estimates
$13.97B → $14.30B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $4.90 | $13,965,628,360 | 9 / 4 |
| 2026-07-25 | $4.90 | $13,965,628,360 | 9 / 4 |
| 2026-07-26 | $4.90 | $13,965,628,360 | 9 / 4 |
| 2026-07-27 | $4.90 | $13,965,628,360 | 9 / 4 |
| 2026-07-28 | $4.91 | $14,236,196,161 | 8 / 6 |
| 2026-07-29 | $4.91 | $14,236,196,161 | 8 / 6 |
| 2026-07-30 | $4.92 | $14,260,361,666 | 8 / 5 |
| 2026-07-31 | $4.92 | $14,260,361,666 | 8 / 5 |
| 2026-08-01 | $4.92 | $14,260,361,666 | 8 / 5 |
| 2026-08-02 | $4.91 | $14,074,552,230 | 10 / 5 |
| 2026-08-03 | $4.91 | $14,074,552,230 | 10 / 5 |
| 2026-08-04 | $4.91 | $14,074,552,230 | 10 / 5 |
| 2026-08-05 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-06 | $4.91 | $14,074,552,230 | 10 / 5 |
| 2026-08-07 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-08 | $4.91 | $14,156,325,200 | 10 / 6 |
| 2026-08-09 | $4.91 | $14,156,325,200 | 10 / 6 |
| 2026-08-10 | $4.91 | $14,156,325,200 | 10 / 6 |
| 2026-08-11 | $4.91 | $14,156,325,200 | 11 / 6 |
| 2026-08-12 | $4.91 | $14,156,325,200 | 11 / 6 |
| 2026-08-13 | $4.91 | $14,156,325,200 | 11 / 6 |
| 2026-08-14 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-15 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-16 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-17 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-18 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-19 | $4.92 | $14,260,157,358 | 8 / 5 |
| 2026-08-20 | $4.92 | $14,341,887,934 | 8 / 5 |
| 2026-08-21 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-22 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-23 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-24 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-25 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-26 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-27 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-28 | $4.92 | $14,356,316,498 | 8 / 6 |
| 2026-08-29 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-08-30 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-08-31 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-09-01 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-09-02 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-09-03 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-09-04 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-09-05 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-09-06 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-07 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-08 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-09 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-10 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-11 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-12 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-13 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-14 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-15 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-16 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-17 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-18 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-19 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-20 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-21 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-22 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-23 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-24 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-25 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-26 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-27 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-28 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-29 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-09-30 | $4.92 | $14,306,644,278 | 8 / 6 |
| 2026-10-01 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-02 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-03 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-04 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-05 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-06 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-07 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-08 | $4.92 | $14,306,615,612 | 8 / 6 |
| 2026-10-09 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-10 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-11 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-12 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-13 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-14 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-15 | $4.92 | $14,306,644,278 | 9 / 6 |
| 2026-10-16 | $4.92 | $14,303,644,607 | 9 / 7 |
| 2026-10-17 | $4.92 | $14,303,644,607 | 9 / 7 |
| 2026-10-18 | $4.92 | $14,294,476,854 | 9 / 7 |
| 2026-10-19 | $4.92 | $14,294,476,854 | 9 / 7 |
| 2026-10-20 | $4.92 | $14,292,711,566 | 9 / 7 |
| 2026-10-21 | $4.92 | $14,292,682,900 | 8 / 7 |
| 2026-10-22 | $4.92 | $14,294,411,508 | 8 / 7 |
| 2026-10-23 | $4.91 | $14,297,600,358 | 8 / 7 |
| 2026-10-24 | $4.91 | $14,297,600,358 | 9 / 8 |
| 2026-10-25 | $4.91 | $14,296,577,281 | 9 / 9 |
| 2026-10-26 | $4.91 | $14,296,577,281 | 9 / 8 |
| 2026-10-27 | $4.91 | $14,296,577,281 | 9 / 8 |
| 2026-10-28 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-10-29 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-10-30 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-10-31 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-11-01 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-11-02 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-11-03 | $4.91 | $14,296,603,743 | 9 / 8 |
| 2026-11-04 | $4.91 | $14,296,603,743 | 9 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 8 Hold · 3 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.