- 3 Bank of America Value 10 Stocks Pay Dividends and Trade Under 10X PE
May 14, 2026
Value stocks are generally companies that trade at a price below their fundamental value or what their performance suggests they should be worth. Typically, these are shares of companies with solid fundamentals that are priced below those of their peers, based on an analysis of price-to-earnings ratios, yields, price-to-book ratios, and other relevant factors. Value stocks are often overlooked by the market or undervalued due to factors such as market volatility, economic downturns, or negative news surrounding the company, which may be temporary.
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After a furious rally off the lows of the correction, stocks are pricey, and investors should be cautious. Dividend-paying value stocks make sense now for those who would like to stay fully invested. Bank of America’s Value 10 list includes the firms’ top ideas, and three of them pay dividends and trade under 10 times price-to-earnings. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Allstate wasn't one of them. Get them here FREE.
The BofA Securities Value 10 portfolio is generated quantitatively using the firm's proprietary BofA Securities model. The analysts use the S&P 500 as their universe. We screened the current list for companies that pay dependable dividends and are trading at under 10 times price-to-earnings ratios, which could deliver solid total returns for the remainder of 2026. Here at 247 Wall St., we consistently emphasize the power of total return to our readers. This strategy can significantly boost your overall investing success. Total return is the combined increase in a stock's value and the dividends it pays. All of the BofA Securities Value 10 picks are rated Buy.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Allstate wasn't one of them.Get them here FREE.
Allstate
This insurance giant raised its dividend by 8% in January and currently yields 1.89%. Allstate (NYSE: ALL), together with its subsidiaries, provides property, casualty, and other insurance products in the United States and Canada and trades at 5.6 times earnings.
It operates in five segments:
Allstate Protection Run-off Property-Liability Protection Services Allstate Health and Benefits Corporate and Other
The company offers private passenger auto, homeowners, personal lines, and commercial insurance products through agents, contact centers, and online, as well as property and casualty insurance. It also provides consumer product protection plans, device and mobile data collection services, and analytic solutions using automotive telematics information, roadside assistance, protection, and insurance products, such as identity protection and restoration through:
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Allstate Protection Plans Allstate Dealer Services Allstate Roadside Arity Allstate Identity Protection
In addition, the company offers life, accident, critical illness, hospital indemnity, short-term disability, and other health insurance products; self-funded stop-loss and fully insured group health products to employers; Medicare supplement, ancillary products, and short-term medical insurance to individuals through independent agents, owned agencies, benefits brokers, and Allstate exclusive agents; and net investment income, net gains on investments, other revenue, debt service, holding company activities, and certain non-insurance operations.
The company also offers automotive protection, vehicle service contracts, guaranteed asset protection, road hazard tires and wheels, paintless dent repair protection, roadside assistance, mobility data collection services, and analytic solutions using automotive telematics information, identity theft protection, and remediation services.
BofA Securities has a huge $297 target price.
Edison International
Trading at 6.2 times earnings with one of the highest dividends in the utility sector at 4.78%, this is a strong idea for the rest of 2026. Edison International (NYSE: EIX) is an electric utility holding company focused on providing clean and reliable energy and energy services through its independent companies. It is the parent holding company of Southern California Edison Company (SCE) and Trio.
SCE is a public utility primarily engaged in the business of supplying and delivering electricity to an approximately 50,000 square mile area across Southern, Central, and Coastal California.
Trio is a global energy advisory firm providing integrated sustainability and energy advisory services to large commercial, industrial, and institutional organizations in North America and Europe.
Trio provides integrated strategy and implementation solutions in:
Sustainability Renewables Energy procurement Conventional supply Energy optimization Transportation electrification
The Bank of America target price is $80.
Synchrony Financial
This fast-growing financial trades at 8.10 times estimated earnings and offers a 1.64% dividend yield. Synchrony Financial (NYSE: SYF) is a consumer financial services company focused on delivering digitally enabled product suites.
The company provides a range of credit products through financing programs established with a diverse group of national and regional retailers, local merchants, manufacturers, buying groups, industry associations, and healthcare service providers.
It offers private-label, dual-card, co-brand, and general-purpose credit cards, as well as short- and long-term installment loans, and savings products through Synchrony Bank. The company primarily manages its credit products through five sales platforms, such as:
Home & Auto Digital Diversified & Value Health & Wellness Lifestyle
The bank offers a range of deposit products to retail, affinity, and commercial customers, including:
Certificates of deposit Individual retirement accounts (IRAs) Money market accounts Savings accounts Sweep and affinity deposits
The Bank of America target price for the shares is $90.
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This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.
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- 3 Bank of America Value 10 Stocks Pay Dividends and Trade Under 10X PE
May 14, 2026 · 247wallst.com
Value stocks are generally companies that trade at a price below their fundamental value or what their performance suggests they should be worth.
- JPMorgan Raises its Price Target on Edison International (EIX) to $75
May 10, 2026
Edison International (NYSE:EIX) is one of the
10 Best Utility Stocks that Beat Earnings Estimates.
On May 1, 2026, JPMorgan analyst Aidan Kelly raised the firm’s price target on Edison International (NYSE:EIX) to $75 from $74 previously while maintaining a Neutral rating on the shares.
On April 29, 2026, Barclays lowered its price target on Edison International (NYSE:EIX) to $77 from $78 and kept an Overweight rating. The firm said the company delivered a Q1 core earnings beat and maintained all components of its financial plan.
On April 28, 2026, Edison International (NYSE:EIX) reported Q1 EPS of $1.42, ahead of the $1.33 consensus estimate, while revenue totaled $4.10B compared to expectations of $4.13B. President and CEO Pedro Pizarro said the company was encouraged by its start to the year and continued momentum across the business. He added that Edison’s performance reflects operational execution and ongoing efforts to improve community safety and resilience, including wildfire mitigation and rebuilding initiatives. Pizarro also said Southern California Edison continues to focus on supporting communities affected by wildfires through the Wildfire Recovery Compensation Program, which the company said is intended to provide transparent, responsive, and timely compensation.JPMorgan Raises its Price Target on Edison International (EIX) to $75
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Edison International (NYSE:EIX) maintained its FY26 EPS outlook of $5.90-$6.20, compared to consensus estimates of $6.11.
Edison International (NYSE:EIX), through its subsidiaries, generates and distributes electric power in the United States.
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- Edison International Weighs New US$500m Notes Against Cash Flow Pressures
May 8, 2026
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Edison International, NYSE:EIX, has completed a $500 million fixed rate senior notes offering maturing in 2028. The new notes add intermediate term debt to the company’s capital structure and lock in fixed borrowing costs. This financing move updates Edison International’s funding mix beyond recent earnings or guidance headlines.
Edison International’s latest debt issuance comes with the stock trading around $68.57, after a 12.5% gain year to date and a 29.4% return over the past year. Those moves, alongside a 48.9% return over five years, place this $500 million transaction within a longer capital allocation story that investors in NYSE:EIX may want to factor into their view of risk and reward.
The new 2028 senior notes shift part of the funding burden into the intermediate term, which can influence interest expense, refinancing needs, and financial flexibility. For investors, the key questions now are how this additional fixed rate debt fits with the company’s broader funding plans and what it might mean for future balance sheet decisions and capital priorities.
Stay updated on the most important news stories for Edison International by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Edison International.NYSE:EIX 1-Year Stock Price Chart
Is Edison International's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis.
The new 5.00% senior notes due 2028 add US$500 million of fixed-rate, unsecured, unsubordinated debt to Edison International’s balance sheet, sitting near the top of the capital structure. Priced at 99.898% with a small discount per security, the issue effectively locks in intermediate-term funding at a defined cost. This can help planning for grid investment, wildfire mitigation spending, or refinancing of nearer-term obligations. Because the notes are callable, Edison International retains the option to repay or refinance if funding conditions change. This flexibility can be an important lever alongside equity and shorter-term borrowings.
How This Fits Into The Edison International Narrative
The additional intermediate-term funding can support the sizeable capital expenditure needs tied to grid modernization and wildfire mitigation that feature prominently in the existing narrative. Analysts have flagged concerns about debt coverage and earnings pressure, and layering on more senior unsecured debt may add to those balance sheet and earnings quality questions if cash generation does not keep pace. The narrative focuses heavily on policy, wildfire risk, and long-term demand, while this specific 2028 note issue, including its fixed 5.00% coupon and call features, is a concrete funding step that may not be fully captured in earlier commentary.
Story Continues
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Edison International to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Analysts have highlighted that debt is not well covered by operating cash flow, so incremental borrowing could tighten financial flexibility if cash generation weakens. ⚠️ Earnings are forecast by analysts to decline on average over the next three years, which could make servicing a larger absolute interest bill more demanding if costs rise elsewhere. 🎁 The fixed 5.00% coupon provides cost certainty on this US$500 million of funding through 2028, which can help planning for multi year capital projects. 🎁 Analysts see Edison International trading at what they describe as good value compared with peers, which may give some investors more comfort with a funding mix that includes additional intermediate-term debt.
What To Watch Going Forward
From here, it may be useful to monitor how this new debt flows through Edison International’s interest expense and leverage metrics, especially in the context of analyst expectations for lower earnings over the next few years. It is also worth tracking any future refinancings, redemptions, or additional issuances to see whether the company leans more on debt or equity to support grid spending and wildfire mitigation obligations. Updates to credit metrics and any commentary on debt coverage or funding plans in future earnings calls can help investors evaluate whether this added US$500 million of notes tightens or maintains financial flexibility.
To stay informed on how the latest news affects the investment narrative for Edison International, visit the community page for Edison International for updates on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include EIX.
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- PPL Q1 Earnings Surpass Estimates, Revenues Increase Y/Y
May 8, 2026
PPL Corporation PPL reported first-quarter 2026 operating earnings per share (EPS) of 63 cents, which beat the Zacks Consensus Estimate of 61 cents by 4.1%. In the year-ago quarter, the company reported earnings of 60 cents.
On a GAAP basis, PPL recorded EPS of 60 cents compared with 56 cents in the year-ago quarter. The difference in GAAP and operating EPS in the first quarter was due to the impacts of 3 cents from special items.
PPL’s Revenues
Total revenues of $2.77 billion surpassed the Zacks Consensus Estimate of $2.62 billion by 5.9%. The top line also increased 10.8% from the year-ago figure of $2.5 billion.
PPL Corporation Price, Consensus and EPS Surprise
PPL Corporation price-consensus-eps-surprise-chart | PPL Corporation Quote
Highlights of PPL’s Q1 Release
In the first quarter, the company sold 18,268 gigawatt hours of electricity to its customers in Pennsylvania and Kentucky, reflecting a year-over-year decrease of 0.6%.
Total operating expenses were $2.03 billion, up 11.1% from the year-ago quarter’s $1.83 billion. This was due to a decrease in energy purchases.
Operating income totaled $745 million, up 9.9% from the year-ago figure of $678 million.
Interest expenses amounted to $224 million, up 17.9% from $190 million in the corresponding period of 2025.
PPL’s Segmental Updates
Pennsylvania Regulated: Adjusted EPS was 25 cents, which came in line with the year-ago figure.
Kentucky Regulated: Adjusted EPS was 33 cents compared with 30 cents in the year-ago quarter. The year-over-year increase in earnings was driven by higher income from retail rates that became effective on Jan. 1, 2026.
Rhode Island Regulated: Adjusted EPS was 10 cents, similar to the year-ago figure.
Corporate and Other: The segment incurred a loss of 5 cents per share, which came in line with the year-ago figure.
PPL’s Financial Position
As of March 31, 2026, PPL had cash and cash equivalents of $1.24 billion compared with $1.07 billion as of Dec. 31, 2025.
The long-term debt was $19.02 billion as of March 31, 2026 compared with $17.99 billion as of Dec. 31, 2025.
Net cash provided by operating activities in the first three months of 2026 was $557 million compared with $513 million in the year-ago period.
PPL’s Guidance
PPL expects 2026 earnings to be in the range of $1.90-$1.98 per share. The Zacks Consensus Estimate is pegged at $1.95, higher than the midpoint of the company’s guided range. PPL expects a long-term annual earnings growth rate of 6-8% through 2029.
The company expects its guidance for planned infrastructure investments to be $23 billion for 2026-2029.
Story Continues
PPL’s Zacks Rank
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Releases
Evergy, Inc. EVRG reported first-quarter 2026 operating EPS of 69 cents, which beat the Zacks Consensus Estimate of 63 cents by 9.5%. In the year-ago quarter, the company reported earnings of 55 cents.
Quarterly revenues totaled $1.44 billion, which surpassed the Zacks Consensus Estimate of $1.41 billion by 2.2%. In the year-ago quarter, the company posted revenues of $1.37 billion.
Edison International EIX reported first-quarter 2026 adjusted earnings of $1.42 per share, which outpaced the Zacks Consensus Estimate of $1.32 by 7.6%. The bottom line also increased 3.6% from $1.37 in the year-ago quarter.
Edison International's first-quarter operating revenues totaled $4.1 billion, which beat the Zacks Consensus Estimate of $3.99 billion by 2.8%. The top line also increased 7.7% from the year-ago quarter’s figure of $3.81 billion.
CenterPoint Energy, Inc. CNP reported first-quarter 2026 adjusted earnings of 56 cents per share, which missed the Zacks Consensus Estimate of 58 cents by 3.8%. However, the bottom line increased 5.7% from 53 cents in the year-ago quarter.
CNP generated revenues of $2.98 billion, which lagged the Zacks Consensus Estimate of $3.04 billion by 1.4%. However, the top line improved 2% from the year-ago reported figure of $2.92 billion.
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- Consolidated Edison Q1 Earnings Miss Estimates, Revenues Rise Y/Y
May 8, 2026
Consolidated Edison, Inc. ED reported first-quarter 2026 adjusted earnings of $2.17 per share, which missed the Zacks Consensus Estimate of $2.32 by 6.6%. The bottom line declined 3.6% from $2.25 recorded in the prior-year quarter.
The company reported GAAP earnings of $2.55 per share, up from $2.26 recorded in the year-ago quarter.
ED’s Total Revenues
In the reported quarter, Consolidated Edison's total operating revenues of $5.1 billion surpassed the Zacks Consensus Estimate of $4.95 billion by 3%. The top line increased 6.2% from $4.8 billion reported in the year-ago quarter.
Consolidated Edison Inc Price, Consensus and EPS Surprise
Consolidated Edison Inc price-consensus-eps-surprise-chart | Consolidated Edison Inc Quote
ED’s Segmental Details
Electric revenues totaled $3.04 billion, which increased 4.8% from the year-ago quarter’s figure of $2.9 billion.
Gas revenues amounted to $1.62 billion, which surged 5.2% from the year-ago quarter’s figure of $1.54 billion.
Steam revenues totaled $432 million, which rose 22% from the year-ago quarter’s figure of $354 million.
Non-utility revenues amounted to $1 million compared to nil revenues in the year-ago quarter.
ED: Highlights of the Release
Total operating expenses in the first quarter increased 6.8% year over year to $3.92 billion.
Purchase power costs rose 4.9%. Other operations and maintenance expenses decreased 1.3%. Depreciation and amortization expenses jumped 1.4%. Taxes, other than income taxes, went up 9.3% year over year. Fuel expenses surged 48.8% year over year and the cost of gas purchased for resale rose 17.7%.
The company’s first-quarter operating income went up 4.6% year over year to $1.18 billion.
During the first quarter, the company completed the sale of its nearly 6.6% interest in Mountain Valley Pipeline, LLC (“MVP”) to the two founding members of MVP for total aggregate consideration of $357.5 million, before certain closing adjustments and expenses.
ED’s Financials
Cash and temporary cash investments as of March 31, 2026, totaled $0.15 billion compared with $1.63 billion as of Dec. 31, 2025.
The company’s long-term debt was $25.554 billion as of March 31, 2026, compared with $25.551 billion as of 2025-end.
Cash from operating activities in the first three months of 2026 amounted to $128 million compared with $763 million in the prior-year period.
ED’s 2026 Guidance
Consolidated Edison has reaffirmed its 2026 guidance. It expects adjusted earnings to be in the range of $6.00-$6.20 per share. The Zacks Consensus Estimate for 2026 earnings is pegged at $6.07 per share, which is lower than the midpoint of the company’s guided range.
The company expects capital investments of $38 billion during the 2026-2030 period.
Story Continues
ED’s Zacks Rank
Consolidated Edison currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Recent Utility Releases
Duke Energy Corporation's DUK first-quarter 2026 earnings of $1.93 per share surpassed the Zacks Consensus Estimate of $1.79 by 7.6%. The bottom line increased 9.7% from $1.76 reported in the year-ago quarter.
DUK’s total operating revenues were $9.18 billion, which beat the Zacks Consensus Estimate of $8.4 billion by 9%. The top line increased 11.3% from $8.25 billion in the year-ago period.
CMS Energy Corporation CMS reported first-quarter 2026 earnings of $1.13 per share, which beat the Zacks Consensus Estimate of $1.11 by 1.8%. The bottom line also increased 10.8% from $1.02 in the prior-year quarter.
CMS’ operating revenues totaled $2.73 billion, which topped the Zacks Consensus Estimate of $2.53 billion by 8.1%. The top line also increased 11.6% from $2.45 billion in the prior-year quarter.
Edison International EIX posted quarterly earnings of $1.42 per share, which beat the Zacks Consensus Estimate of $1.32 by 7.6%. The bottom line also increased 3.7% from $1.37 in the year-ago quarter.
Edison International's first-quarter operating revenues totaled $4.1 billion, which beat the Zacks Consensus Estimate of $3.99 billion by 2.8%. The top line increased 7.6% from the year-ago quarter’s figure of $3.81 billion.
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- Evergy's Q1 Earnings Beat Estimates, Revenues Increase Y/Y
May 7, 2026
Evergy, Inc. EVRG reported first-quarter 2026 operating earnings per share (EPS) of 69 cents, which beat the Zacks Consensus Estimate of 63 cents by 9.5%. In the year-ago quarter, the company reported earnings of 55 cents.
EVRG’s Total Revenues
Quarterly revenues totaled $1.44 billion, which surpassed the Zacks Consensus Estimate of $1.41 billion by 2.2%. In the year-ago quarter, the company posted revenues of $1.37 billion.
Evergy Inc. Price, Consensus and EPS Surprise
Evergy Inc. price-consensus-eps-surprise-chart | Evergy Inc. Quote
Highlights of EVRG’s Earnings Release
Fuel and purchased power totaled $360 billion for the year, up 1.3% from last year’s $355.3 billion.
Operating and maintenance expenses for the year amounted to $243.2 million, up 4.8% from last year’s $232 million.
Interest expenses totaled $174.5 million, up 14.4% year over year.
EVRG’s Financial Update
Cash and cash equivalents as of March 31, 2026 totaled $18.4 million compared with $19.8 million as of Dec. 31, 2025.
Long-term debt as of March 31, 2026 was $13.15 billion compared with $13.04 billion as of Dec. 31, 2025.
Cash provided by operating activities in the first three months of 2026 was $362.5 million compared with $449.6 million in the year-ago period.
EVRG’s Guidance
Evergy reaffirmed its 2026 adjusted EPS guidance in the range of $4.14-$4.34. The Zacks Consensus Estimate is pegged at $4.25, which is higher than the midpoint of the company’s guided range.
The company expects its adjusted EPS annual growth target of 6-8% through 2030.
EVRG’s Zacks Rank
Evergy currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Releases
PG&E Corporation PCG reported first-quarter 2026 adjusted earnings per share of 43 cents, which beat the Zacks Consensus Estimate of 39 cents by 10.3%. The bottom line also increased 30.3% from the year-ago quarter’s figure of 33 cents.
PCG reported first-quarter total revenues of $6.88 billion, up 15% from $5.98 billion registered in the year-ago period. The top line also surpassed the Zacks Consensus Estimate of $6.46 billion by 6.6%.
Edison International EIX reported first-quarter 2026 adjusted earnings of $1.42 per share, which outpaced the Zacks Consensus Estimate of $1.32 by 7.6%. The bottom line also increased 3.6% from $1.37 in the year-ago quarter.
Edison International's first-quarter operating revenues totaled $4.1 billion, which beat the Zacks Consensus Estimate of $3.99 billion by 2.8%. The top line also increased 7.7% from the year-ago quarter’s figure of $3.81 billion.
CenterPoint Energy, Inc. CNP reported first-quarter 2026 adjusted earnings of 56 cents per share, which missed the Zacks Consensus Estimate of 58 cents by 3.8%. However, the bottom line increased 5.7% from 53 cents in the year-ago quarter.
CNP generated revenues of $2.98 billion, which lagged the Zacks Consensus Estimate of $3.04 billion by 1.4%. However, the top line improved 2% from the year-ago reported figure of $2.92 billion.
Story Continues
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- Ameren Q1 Earnings Outpace Estimates, Revenues Increase Y/Y
May 6, 2026
Ameren Corporation AEE reported first-quarter 2026 earnings of $1.28 per share, which beat the Zacks Consensus Estimate of $1.17 by 9.9%. The bottom line increased 19.6% from the year-ago quarter’s recorded figure.
The quarterly results reflected earnings on infrastructure investments to improve system reliability, resilience, and service quality for its Ameren Missouri and Illinois electric and natural gas customers.
AEE’s Revenues
Total revenues were $2.18 billion, up 3.8% year over year. The top line missed the Zacks Consensus Estimate of $2.24 billion by 2.9%.
Ameren Corporation Price, Consensus and EPS Surprise
Ameren Corporation price-consensus-eps-surprise-chart | Ameren Corporation Quote
AEE: Highlights of the Release
Ameren’s total electricity sales volumes decreased 4.2% to 17,052 million kilowatt-hours (kWh) compared with 17,808 million kWh in the year-ago period. Gas volumes declined 5.4% year over year to 70 million dekatherms.
Total operating expenses were $1.64 billion, down 1.4% year over year.
The company’s interest expenses in the first quarter totaled $204 million compared with the prior-year quarter’s $175 million.
AEE’s Segmental Results
The Ameren Missouri segment reported adjusted earnings of $76 million compared with $42 million a year ago. The year-over-year increase was driven by earnings from higher infrastructure investments, including those incorporated into electric and natural gas service rates that became effective on June 1, 2025, and Sept. 1, 2025, respectively.
The Ameren Illinois Electric Distribution segment reported adjusted earnings of $66 million compared with $63 million in the year-ago quarter.
The Ameren Illinois Natural Gas segment reported adjusted earnings of $122 million compared with $108 million in the prior-year quarter.
The Ameren Transmission segment reported adjusted earnings of $98 million compared with $89 million in the year-ago quarter.
AEE’s Financial Condition
Ameren reported cash and cash equivalents of $13 million as of March 31, 2026, which remained unchanged sequentially.
As of March 31, 2026, the long-term debt totaled $19 billion compared with $18.21 billion as of Dec. 31, 2025.
Net cash flows from operating activities in the first three months of 2026 were $421 million compared with $431 million in 2025.
AEE’s Guidance
Ameren has reaffirmed its 2026 earnings guidance. It expects to generate earnings per share (EPS) in the range of $5.25-$5.45. The Zacks Consensus Estimate for 2026 earnings is pegged at $5.32, which is lower that the midpoint of the company’s guided range.
Story Continues
AEE’s Zacks Rank
Ameren currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Recent Utility Releases
CenterPoint Energy, Inc. CNP reported first-quarter 2026 adjusted earnings of 56 cents per share, which missed the Zacks Consensus Estimate of 58 cents by 3.8%. However, the bottom line increased 5.7% from 53 cents in the year-ago quarter.
CNP generated revenues of $2.98 billion, which missed the Zacks Consensus Estimate of $3.04 billion by 1.4%. The top line improved 2% from the year-ago reported figure of $2.92 billion.
CMS Energy Corporation CMS reported first-quarter 2026 earnings of $1.13 per share, which beat the Zacks Consensus
Estimate of $1.11 by 1.8%. The bottom line also increased 10.8% from $1.02 in the prior-year quarter.
CMS’ operating revenues totaled $2.73 billion, which topped the Zacks Consensus Estimate of $2.53 billion by 8.1%. The top line increased 11.6% from $2.45 billion in the prior-year quarter.
Edison International EIX posted quarterly earnings of $1.42 per share, which beat the Zacks Consensus Estimate of $1.32 by 7.6%. The bottom line increased 3.7% from $1.37 in the year-ago quarter.
Edison International's first-quarter operating revenues totaled $4.1 billion, which beat the Zacks Consensus Estimate of $3.99 billion by 2.8%. The top line increased 7.6% from the year-ago quarter’s figure of $3.81 billion.
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- NRG Energy Q1 Earnings Lag Estimates, Revenues Increase Y/Y
May 6, 2026
NRG Energy, Inc. NRG reported first-quarter 2026 earnings of $1.48 per share, which missed the Zacks Consensus Estimate of $1.78 by 16.9%. The bottom line decreased 43.5% from the year-ago quarter.
Revenues of NRG Energy
Total revenues were $10.26 billion, which beat the Zacks Consensus Estimate of $7.11 billion by 44.2%. The top line also increased 19.5% from the prior-year quarter’s level of $8.59 billion.
NRG Energy, Inc. Price, Consensus and EPS Surprise
NRG Energy, Inc. price-consensus-eps-surprise-chart | NRG Energy, Inc. Quote
Highlights of NRG’s Q1 Earnings Release
The company recorded adjusted EBITDA of $1.08 billion in the first quarter, down 4.1% from $1.13 billion registered a year ago.
Total operating costs and expenses were $9.93 billion, up 33.4% from $7.44 billion in the year-ago quarter.
Operating income in the first quarter totaled $0.33 billion compared with $1.13 billion in the year-ago quarter.
Through April 30, 2026, NRG completed $817 million in share repurchases and distributed $102 million in common stock dividends. In 2026, the company plans to return $1 billion through share repurchases and common stock dividends of around $407 million.
NRG’s Financial Highlights
As of March 31, 2026, NRG had cash and cash equivalents worth $0.18 billion compared with $4.71 billion as of Dec. 31, 2025.
As of March 31, 2026, long-term debt and finance leases amounted to $19.78 billion compared with $16.41 billion as of Dec. 31, 2025.
Cash used in operating activities in the first three months of 2026 totaled $169 million against the cash provided by operating activities of $855 million in the year-ago quarter.
Capital expenditures amounted to $317 million in the first three months of 2026 compared with $217 million in the year-ago quarter.
NRG’s Guidance
NRG Energy expects its 2026 adjusted net income to be in the range of $1.685-$2.115 billion.
The company expects its 2026 adjusted EPS to be in the range of $7.90-$9.90. The Zacks Consensus Estimate is pegged at $9.05, which is higher than the midpoint of the company’s guided range.
Free Cash Flow before Growth for 2026 is anticipated to be in the range of $2.8-$3.3 billion.
NRG expects 2026 adjusted EBITDA in the band of $5.325-$5.825 billion.
NRG’s Zacks Rank
NRG Energy has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Releases
Edison International EIX reported first-quarter 2026 adjusted earnings of $1.42 per share, which surpassed the Zacks Consensus Estimate of $1.32 by 7.6%. The bottom line also increased 3.6% from $1.37 in the year-ago quarter.
Edison International's first-quarter operating revenues totaled $4.1 billion, which beat the Zacks Consensus Estimate of $3.99 billion by 2.8%. The top line also increased 7.7% from the year-ago quarter’s figure of $3.81 billion.
CenterPoint Energy, Inc. CNP reported first-quarter 2026 adjusted earnings of 56 cents per share, which missed the Zacks Consensus Estimate of 58 cents by 3.8%. However, the bottom line increased 5.7% from 53 cents in the year-ago quarter.
CNP generated revenues of $2.98 billion, which lagged the Zacks Consensus Estimate of $3.04 billion by 1.4%. However, the top line improved 2% from the year-ago reported figure of $2.92 billion.
PG&E Corporation PCG reported first-quarter 2026 adjusted earnings per share of 43 cents, which beat the Zacks Consensus Estimate of 39 cents by 10.3%. The bottom line also increased 30.3% from the year-ago quarter’s figure of 33 cents.
PCG reported first-quarter total revenues of $6.88 billion, up 15% from $5.98 billion registered in the year-ago period. The top line also surpassed the Zacks Consensus Estimate of $6.46 billion by 6.6%.
Story Continues
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- American Electric's Q1 Earnings Beat Estimates, Revenues Increase Y/Y
May 5, 2026
American Electric Power Company, Inc. AEP reported first-quarter 2026 operating earnings of $1.64 per share, which beat the Zacks Consensus Estimate of $1.55 by 5.8%. Operating earnings increased 6.5% from $1.54 in the year-ago quarter.
On a GAAP basis, AEP posted earnings of $1.61 per share, up from $1.50 a year ago.
American Electric Total Revenues
AEP generated total revenues of $6.02 billion, up 10.2% from $5.46 billion in the prior-year quarter. The top line also came in ahead of the Zacks Consensus Estimate of $5.68 billion by 6.0%.
The company’s quarter reflected continued demand growth across its service territory, with management pointing to seven gigawatts of new load agreements signed during the first quarter, largely in Ohio and Texas. AEP also highlighted that its incremental contracted load is expected to expand to 63 gigawatts by 2030, supported by signed agreements with large-load customers.
American Electric Power Company, Inc. Price, Consensus and EPS SurpriseAmerican Electric Power Company, Inc. Price, Consensus and EPS Surprise
American Electric Power Company, Inc. price-consensus-eps-surprise-chart | American Electric Power Company, Inc. Quote
AEP’s Segmental Performance
Vertically Integrated Utilities: Operating earnings increased to $464 million from $350 million in the year-ago quarter, supported by stronger underlying utility performance. This segment remained AEP’s largest profit contributor for the period.
Transmission & Distribution Utilities: Operating earnings came in at $237 million, up from $192 million a year ago. The improvement reflected stronger results in the distribution-focused utilities compared with the prior-year base.
AEP Transmission Holdco: Operating earnings totaled $209 million, down from $235 million in first-quarter 2025. Despite its strategic importance, this segment was the primary drag on year-over-year operating earnings growth.
Generation & Marketing: Operating earnings rose to $90 million from $76 million a year earlier. The improvement indicated better performance in the company’s marketing, risk management and related market activities compared with the year-ago quarter.
Corporate and Other: The segment reported an operating loss of $109 million, wider than the $30 million loss posted in the prior-year period. The larger loss meaningfully offset gains elsewhere across the portfolio.
AEP’s 2026 Guidance
American Electric expects to generate earnings in the band of $6.15-$6.45 per share. The Zacks Consensus Estimate for earnings is pegged at $6.33 per share, which lies above the midpoint of the company’s projected range.
Story Continues
AEP’s Zacks Rank
American Electric currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Utility Releases
CenterPoint Energy, Inc. CNP reported first-quarter 2026 adjusted earnings of 56 cents per share, which missed the Zacks Consensus Estimate of 58 cents by 3.8%. However, the bottom line increased 5.7% from 53 cents in the year-ago quarter.
CNP generated revenues of $2.98 billion, which missed the Zacks Consensus Estimate of $3.04 billion by 1.4%. However, the top line improved 2% from the year-ago reported figure of $2.92 billion.
CMS Energy Corporation CMS reported first-quarter 2026 earnings of $1.13 per share, which beat the Zacks Consensus Estimate of $1.11 by 1.8%. The bottom line also increased 10.8% from $1.02 in the prior-year quarter.
CMS’ operating revenues totaled $2.73 billion, which topped the Zacks Consensus Estimate of $2.53 billion by 8.1%. The top line also increased 11.6% from $2.45 billion in the prior-year quarter.
Edison International EIX came out with quarterly earnings of $1.42 per share, which beat the Zacks Consensus Estimate of $1.32 per share by 7.6%. The bottom line also increased 3.7% from $1.37 in the year-ago quarter.
Edison International's first-quarter operating revenues totaled $4.1 billion, which beat the Zacks Consensus Estimate of $3.99 billion by 2.8%. The top line also increased 7.6% from the year-ago quarter’s figure of $3.81 billion.
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Edison International (EIX) : Free Stock Analysis Report
American Electric Power Company, Inc. (AEP) : Free Stock Analysis Report
CMS Energy Corporation (CMS) : Free Stock Analysis Report
CenterPoint Energy, Inc. (CNP) : Free Stock Analysis Report
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