Analyst Consensus ?
ConsensusHold18 ratings
Bullish738.9%
Neutral950.0%
Bearish211.1%
Evergy, Inc. · EVRG · FY2024 Q4 · Calendar Q1 2025
Evergy: Load Growth and Capital Plan Advance, Regulatory Risks Remain
Evergy's growth case rests on large-customer demand, grid investment and new generation, but the transcript analysis indicates that regulatory execution and financing discipline are necessary to convert that pipeline into earnings growth.
Reported Before market openNASDAQUtilities
$18.83B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.46
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.24B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-0.8%
Event window
SPY move
-1.6%
Same window
Abnormal move
+0.8%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
-1.8%
Up to 20 sessions
EVRGSPY benchmark
Ask FN2 about EVRG FY2024 Q4
Transcript, numbers and history already loaded
What drove EVRG's -0.8% move after FY2024 Q4 earnings?What changed in EVRG's guidance and outlook in FY2024 Q4?Give me the bull and bear case for EVRG after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the current analysis points to a higher five-year capex plan, a larger large-customer pipeline and additional planned generation, while keeping guidance sentiment maintained. Regulatory approvals and capital-structure issues remain the key constraints.
Guidance delta
Maintained: the transcript analysis says 2025 adjusted EPS guidance was reaffirmed, while the prior analysis also described guidance as maintained.
Key takeaways
- Management highlighted large-customer load growth and a larger infrastructure investment plan as central to the outlook.
- The transcript analysis describes planned natural-gas and solar capacity, alongside grid-modernization spending.
- The main counterweights are approval timing, capital-structure questions, construction costs and financing needs.
Management priorities
- Secure regulatory approval for large-load tariffs and planned generation.
- Advance grid modernization and new natural-gas and solar capacity.
- Maintain the dividend policy and pursue large-customer development in Kansas and Missouri.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$81.69Previous close
$57Low
$80.56Average
$97High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 20, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| BMO Capital | Outperform | Outperform | Maintain | Oct 13, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 24, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jun 30, 2026 |
| UBS | Neutral | Neutral | Maintain | May 8, 2026 |
| B of A Securities | Buy | Buy | Maintain | Apr 14, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Feb 20, 2026 |
| Mizuho | Neutral | Outperform | Downgrade | Dec 18, 2025 |
| Jefferies | Buy | Buy | Maintain | Oct 9, 2025 |
| Ladenburg Thalmann | Buy | Neutral | Upgrade | Jan 2, 2025 |
| Guggenheim | Neutral | Buy | Downgrade | Jan 22, 2024 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Sep 11, 2023 |
| Credit Suisse | Underperform | Outperform | Downgrade | Nov 29, 2022 |
| Seaport Global | Neutral | Buy | Downgrade | Nov 21, 2022 |
| Evercore ISI Group | In Line | Outperform | Downgrade | Jan 25, 2022 |
| Goldman Sachs | Neutral | Buy | Downgrade | Jan 13, 2022 |
| CFRA | Hold | Hold | Maintain | May 7, 2020 |
| Bank of America | Underperform | Neutral | Downgrade | Nov 20, 2019 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Aug 9, 2019 |
Named analyst price targets
Upside is calculated against the persisted previous close $81.69. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $86 | $83.3 | +5.3% | Oct 19, 2026 |
| D.A. Davidson | Analyst unavailable | $85 | $81.32 | +4.1% | Oct 13, 2026 |
| BMO Capital | Analyst unavailable | $85 | $80.77 | +4.1% | Oct 13, 2026 |
| BTIG | Analyst unavailable | $97 | $86.56 | +18.7% | Jul 23, 2026 |
| Barclays | Analyst unavailable | $94 | $87.01 | +15.1% | Jun 30, 2026 |
| UBS | William Appicelli | $91 | $82.73 | +11.4% | May 8, 2026 |
| Wells Fargo | Shahriar Pourreza | $87 | $81.67 | +6.5% | Apr 21, 2026 |
| BTIG | Analyst unavailable | $99 | $84.41 | +21.2% | Apr 9, 2026 |
| Barclays | Analyst unavailable | $89 | $83.13 | +8.9% | Mar 9, 2026 |
| BMO Capital | Analyst unavailable | $87 | $81.8 | +6.5% | Feb 23, 2026 |
| Mizuho Securities | Analyst unavailable | $82 | $80.26 | +0.4% | Feb 23, 2026 |
| UBS | William Appicelli | $88 | $80.69 | +7.7% | Feb 13, 2026 |
| RBC Capital | Stephen D'Ambrisi | $91 | $75.29 | +11.4% | Jan 23, 2026 |
| Wells Fargo | Analyst unavailable | $79 | $76.44 | -3.3% | Jan 20, 2026 |
| Mizuho Securities | Anthony Crowdell | $76 | $73.59 | -7.0% | Dec 18, 2025 |
| UBS | Analyst unavailable | $83 | $73.28 | +1.6% | Dec 17, 2025 |
| Wells Fargo | Shahriar Pourreza | $77 | $78.31 | -5.7% | Oct 27, 2025 |
| RBC Capital | Stephen D'Ambrisi | $93 | $78.31 | +13.8% | Oct 27, 2025 |
| Barclays | Analyst unavailable | $80 | $76.69 | -2.1% | Oct 9, 2025 |
| Jefferies | Analyst unavailable | $87 | $77.84 | +6.5% | Oct 9, 2025 |
| Barclays | Analyst unavailable | $82 | $77.83 | +0.4% | Oct 9, 2025 |
| Jefferies | Paul Zimbardo | $78 | $67.96 | -4.5% | Jun 10, 2025 |
| UBS | William Appicelli | $78 | $67.88 | -4.5% | Apr 28, 2025 |
| Barclays | Analyst unavailable | $73 | $68.36 | -10.6% | Apr 22, 2025 |
| Jefferies | Julien Dumoulin-Smith | $74 | $64.26 | -9.4% | Nov 25, 2024 |
| Wells Fargo | Sarah Akers | $69 | $60.34 | -15.5% | Oct 16, 2024 |
| UBS | William Appicelli | $64 | $61.84 | -21.7% | Sep 17, 2024 |
| Barclays | Nicholas Campanella | $67 | $60.36 | -18.0% | Sep 12, 2024 |
| Barclays | Nicholas Campanella | $61 | $55.74 | -25.3% | May 14, 2024 |
| Wells Fargo | Sarah Akers | $60 | $54.21 | -26.6% | Jan 9, 2024 |
| Credit Suisse | Nicholas Campanella | $57 | $58.69 | -30.2% | Nov 29, 2022 |
| Credit Suisse | Analyst unavailable | $76 | $70.1 | -7.0% | Apr 26, 2022 |
| Wells Fargo | Analyst unavailable | $75 | $70.92 | -8.2% | Apr 19, 2022 |
Track every rating change on EVRG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationEvergy, Inc., along with its subsidiaries, operates as an integrated electric utility, focusing on the production, conveyance, distribution, and direct sale of power throughout Kansas and Missouri in the United States. The company's electricity generation relies on a diverse energy mix, utilizing sources such as coal, hydroelectric, landfill gas, uranium, natural gas, and oil, alongside a growing portfolio of renewables like solar and wind energy. Supporting its operations, Evergy maintains a robust infrastructure, which includes roughly 10,100 circuit miles of high-voltage transmission lines, about 39,800 circuit miles of overhead distribution lines, and an additional 13,000 circuit miles of underground distribution networks. It provides service to a substantial customer base of approximately 1,620,400, encompassing residential consumers, commercial enterprises, industrial facilities, municipal entities, and fellow electric utilities. Evergy, Inc. was founded in 2017 and has its main corporate headquarters situated in Kansas City, Missouri.
Historical context
All EVRG earningsLatest beats and misses
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Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-20T13:20:31.219784+00:00
- Polygon adjusted daily market bars · 2026-10-20T06:30:43.155005+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-20T06:30:43.152077+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-20. For educational purposes only; not investment advice.