ETR at a glance
Entergy (ETR, SEC CIK 65984) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Entergy (ETR) reported revenue of $12.9 billion (up 9.0% from FY2024) and net income of $1.8 billion. Diluted EPS was $3.91.
- As of June 30, 2026, 50 institutional investment managers tracked by SignalX reported holding Entergy (ETR) shares worth $29.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by VIAMONTES ELIECER on September 14, 2026 of 9,068 shares at $103.93 per share.
- In the last 90 days, ETR insiders reported 1 open-market purchase ($106K) and 3 open-market sales ($2.6M) on Form 4, a net sale of $2.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.9B
- +9.0% vs prior year
- Insiders · 90 days
- 1 buy · 3 sells
- Net −$2.5M
- 13F holders
- 50 funds
- $29.4B · +2 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Energy generation and utility operations, including regulated electric and gas distribution across multiple U.S. states
- Executive leadership update: Appointment of Kimberly A. Fontan as EVP and CFO beginning 2022, and Kimberly Cook-Nelson as EVP and COO in 2025
- No shares repurchased in Q4 2025, with remaining $350M authorized under share repurchase program unchanged
- Notable equity activity: Withheld 448,353 shares in early 2025 to cover income tax related to restricted stock and performance unit vesting
- Total recorded stockholders as of January 31, 2026: 17,784, reflecting shareholder base size and market presence
Risk Factors
- Legal risk from adverse March 2024 ruling in opportunity sales proceeding; $131.8 million regulatory asset write-off impacting net income
- Macroeconomic exposure to natural gas price increase; Entergy Arkansas paid $74 million in January 2026 vs $25 million in January 2025
- Operational costs rose by $13.9 million due to increased non-nuclear generation outage work in 2025 vs 2024
- Competitive pressure from increased industrial demand; industrial sales up 19% YoY to 12,095 GWh driven by primary metals and technology customers
- Financial risk from increased leverage; $700 million mortgage bonds issued (5.45% coupon) in May 2024 and May 2025 secondary offering
Management Discussion & Analysis
- Debt to capital ratio 53.1% in 2025 vs 52.9% in 2024; net debt to net capital 53.1% vs 52.2%
- Planned capital investments: $155M in 2026, $120M in 2027, $140M in 2028, $165M in 2029, mainly for Generation segment
- Long-term debt obligations total $71M (2026), $196M (2027), $378M (2028), $96M (2029-30), $865M (post-2030)
- Management highlights regulatory approvals, ongoing settlements, tariff risks, and FERC pension cost recovery ruling as key factors impacting future operations and cash flow
AI summary of the ETR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Operating revenue $3.513B, up $194.789M YoY from $3.318B
- Net income $482.607M, up $14.677M YoY from $467.930M
- Utility revenue $3.513B, driven by $96M fuel and rider revenues and $80M retail pricing
- Winter Storm Fern restoration costs approximately $450M, including $375M capital and $75M non-capital
- January natural-gas purchases $483M vs $207M YoY, with recovery through fuel mechanisms
Risk Factors
- No risk-factor text provided; excerpt contains equity repurchases and retail-rate-regulation update only
- Share-repurchase authorization: $350,052,918 remaining under the $500 million program
- Stock-compensation dilution risk: 434,434 shares withheld for employee tax obligations in first-quarter 2026
- Regulatory risk: retail-rate-regulation section referenced as updated, but substantive details omitted
- Rule 10b5-1 compliance: no director or officer adopted, modified, or terminated trading arrangements during quarter
AI summary of the ETR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Settlement delivered 11,145,984 shares for approximately $913 million in cash proceeds
- 2025 forward sale obligations fully extinguished, removing related settlement exposure
Item 8.01: Other Events
- $1.5B total junior subordinated debt issuance, split evenly between Series 2026A and Series 2026B
- Fixed 6.500% interest through December 15, 2036 for Series 2026A and December 15, 2033 for Series 2026B
Item EX-99.1: Item EX-99.1
- Q2 adjusted EPS $1.03 vs $1.05; earnings $483M vs $468M, despite weather benefit falling to $3M from $38M
- 2026 adjusted EPS guidance reaffirmed at $4.25-$4.45, preserving management’s full-year outlook
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 results released July 29, 2026
- Earnings Release furnished as Exhibit 99.1 contains operating and financial results
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 contains Entergy Corporation’s earnings release dated July 29, 2026
- Investors should review the earnings release for the reported fiscal period, financial results, guidance, and management commentary
AI summaries of ETR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ETR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| VIAMONTES ELIECER | M | Sep 14, 2026 | 2,616 | $54.24 |
| VIAMONTES ELIECER | M | Sep 14, 2026 | 1,488 | $82.79 |
| VIAMONTES ELIECER | M | Sep 14, 2026 | 2,824 | - |
| VIAMONTES ELIECER | Sell | Sep 14, 2026 | 9,068 | $103.93 |
| VIAMONTES ELIECER | M | Sep 14, 2026 | 2,616 | - |
| VIAMONTES ELIECER | M | Sep 14, 2026 | 1,488 | - |
| VIAMONTES ELIECER | M | Sep 14, 2026 | 2,824 | $49.54 |
| Landreaux Laura R | Sell | Sep 10, 2026 | 5,600 | $106.20 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $11.9B | $12.9B |
| Operating Income | - | $2.7B | $3.2B |
| Net Income | $2.4B | $1.1B | $1.8B |
| Op. Margin | - | 22.3% | 24.7% |
| Net Margin | - | 8.9% | 13.6% |
| Balance Sheet | |||
| Total Assets | $59.7B | $64.8B | $71.9B |
| Equity | - | $15.1B | $16.9B |
| ROE | - | 7.0% | 10.4% |
| Per Share | |||
| EPS | $11.10 | $2.45 | $3.91 |
| Cash Flow | |||
| Operating CF | $4.3B | $4.5B | $5.2B |
| CapEx | - | $4.8B | $7.7B |
Source: XBRL data in Entergy (ETR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ETR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 50 | $29.35B |
| Q1 2026 | 48 | $27.68B |
| Q4 2025 | 44 | $21.84B |
| Q3 2025 | 47 | $22.92B |
| Q2 2025 | 44 | $19.21B |
| Q1 2025 | 42 | $16.28B |
| Q4 2024 | 35 | $10.92B |
| Q3 2024 | 29 | $5.04B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 339 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ETR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - |
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ETR SEC filings: frequently asked questions
Are ETR insiders buying or selling?
In the last 90 days, Entergy (ETR) officers, directors and 10% owners reported 1 open-market purchase worth $106,075 by 1 insider and 3 open-market sales worth $2.6 million by 3 insiders on Form 4, a net sale of $2.5 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ETR stock?
As of June 30, 2026, the largest Entergy (ETR) holders among the 13F filers tracked by SignalX were BlackRock ($4.9 billion), Vanguard Capital Management LLC ($3.5 billion), Vanguard Portfolio Management LLC ($3.1 billion), State Street Corp ($2.9 billion), JPMorgan Chase & Co ($2.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ETR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Entergy (ETR) reported revenue of $12.9 billion (up 9.0% from FY2024) and net income of $1.8 billion. Diluted EPS was $3.91. The figures come from the XBRL data in the 10-K.
What are the main risks in ETR's latest 10-K?
In the 10-K filed February 19, 2026, Entergy (ETR) flagged: Legal risk from adverse March 2024 ruling in opportunity sales proceeding; $131.8 million regulatory asset write-off impacting net income. Macroeconomic exposure to natural gas price increase; Entergy Arkansas paid $74 million in January 2026 vs $25 million in January 2025. (AI summary of the Risk Factors section.)
What did ETR report in its latest 8-K?
Entergy (ETR) filed an 8-K on September 2, 2026 reporting Item 8.01 (Other Events). Settlement delivered 11,145,984 shares for approximately $913 million in cash proceeds.
What are the latest ETR SEC filings?
Entergy (ETR) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on September 15, 2026.
What is ETR's SEC CIK number?
Entergy (ETR)'s SEC Central Index Key (CIK) is 65984. EDGAR lists every ETR filing under that number.
Ask anything about ETR
The research agent reads ETR's filings, financials, insider trades and 13F holders, then answers with sources.