EVRG at a glance
Evergy (EVRG, SEC CIK 1711269) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as October 5, 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), Evergy (EVRG) reported revenue of $5.7 billion (up 0.0% from FY2024) and net income of $855.6 million. Diluted EPS was $3.66.
- As of June 30, 2026, 42 institutional investment managers tracked by SignalX reported holding Evergy (EVRG) shares worth $10.8 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Rolph Jonathan D on September 11, 2026 of 335 shares at $81.36 per share.
- In the last 90 days, EVRG insiders reported 7 open-market purchases ($134K) and 0 open-market sales ($0) on Form 4, a net purchase of $134K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.7B
- +0.0% vs prior year
- Insiders · 90 days
- 7 buys · 0 sells
- Net +$134K
- 13F holders
- 42 funds
- $10.8B · +3 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Integrated electric utility providing electricity generation, transmission, and distribution
- No new products, services, or segments introduced or emphasized in this year's filing
- No strategic shift or competitive repositioning disclosed vs prior year
- Equity compensation plans outstanding with 1,171,916 securities and 5,660,460 shares available for future issuance as of Dec 31, 2025
- Evergy's audit fees for subsidiaries increased to $2.26M (Kansas Central) and $1.55M (Metro) in 2025 from 2024 levels
Risk Factors
- Regulatory risk from Missouri SB 4 allowing CWIP inclusion in rate base for new gas plants, term expiring 2035, with refund potential
- Macroeconomic exposure via $1.4B 4.5% Convertible Notes; $244.1M repurchased in early 2026, $1.1559B still outstanding
- Operational vulnerability from ongoing solar project litigation delaying 159 MW Kansas Sky plant; injunction issued Dec 2024
- Market disruption risk from large load customer agreements anticipating 1,900 MW peak data center loads from 2026-2028
- Financial risk from early-stage clean energy investment losses totaling $48.7M plus disposal costs impacting 2025 earnings
Management Discussion & Analysis
- Revenue and segment reporting not separately detailed; combined operations with approx. 1.7 million customers, 15,800 MW capacity
- Target dividend payout ratio 50%-60%, earnings per share growth emphasized, exact margins or profits not disclosed
- Strategy focus: $21.6B capital investments through 2030, including $9.3B in natural gas, renewables, and battery storage
- Forward outlook targets affordability, reliability, sustainability; depends on technology, demand, grid reliability, regulation
AI summary of the EVRG 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 $1,500.1M, up $63.1M YoY from $1,437.0M
- Net income $215.0M, up $43.7M YoY; operating margin 25.4% vs 23.9%
- Best segment commercial retail revenue $507.1M, up $39.5M; wholesale revenue worst, down $23.1M to $68.1M
- Utility gross margin $1,052.8M, up $61.1M, driven by favorable weather and new Kansas Central rates
- Convertible-note repurchases $309.5M; $1,648.4M available credit capacity at June 30, 2026
- Near-term outlook: cash flows expected sufficient for short-term requirements; data-center load projected at approximately 2,600 MWs through 2028
Risk Factors
- No material risk-factor changes since the 2025 Form 10-K
- Forward-looking results exposed to unpredictable factors beyond Evergy Companies’ control
- Additional unknown or currently immaterial risks could adversely affect results
- Evergy Kansas Central and Evergy Metro risks also apply to Evergy, Inc.
AI summary of the EVRG 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
- Evergy Kansas Central issued $350 million of First Mortgage Bonds
- 5.600% coupon with maturity in 2034, creating long-term interest obligations
Item 1.02: Termination of a Material Definitive Agreement
- Evergy terminated its $500 million term loan facility before the February 10, 2027 maturity
- No early termination penalties, limiting costs associated with the financing exit
Item 8.01: Other Events
- $600 million junior subordinated notes issued August 24, 2026
- 6.40% fixed-to-fixed reset rate, maturing 2057
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released August 6, 2026
- Exhibit 99.1 contains Evergy’s detailed financial results and operating commentary
Item 7.01: Regulation FD Disclosure
- 2026 fiscal-year earnings guidance furnished under Regulation FD
- Guidance details contained in attached Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 2026 GAAP EPS $0.91 vs $0.74; adjusted EPS $0.88 vs $0.82, supported by regulated investment recovery and demand growth
- Dividend maintained at $0.6950 per share, payable September 18, 2026, to shareholders of record August 18
AI summaries of EVRG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EVRG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Buckler William Bryan | F | Oct 1, 2026 | 5,999 | $78.79 |
| WILDER C JOHN | A | Oct 1, 2026 | 447 | - |
| Buckler William Bryan | M | Oct 1, 2026 | 15,880 | - |
| Rolph Jonathan D | A | Oct 1, 2026 | 383 | - |
| Buckler William Bryan | M | Oct 1, 2026 | 15,880 | - |
| Rolph Jonathan D | Buy | Sep 11, 2026 | 335 | $81.36 |
| Rolph Jonathan D | Buy | Sep 11, 2026 | 335 | $81.39 |
| Rolph Jonathan D | Buy | Sep 11, 2026 | 150 | $81.44 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.7B | $5.7B |
| Operating Income | - | $1.5B | $1.5B |
| Net Income | $731.3M | $873.5M | $855.6M |
| Op. Margin | - | 25.7% | 26.9% |
| Net Margin | - | 15.3% | 15.0% |
| Balance Sheet | |||
| Total Assets | $31.0B | $32.3B | $33.9B |
| Equity | - | $10.0B | $10.2B |
| ROE | - | 8.8% | 8.4% |
| Per Share | |||
| EPS | $3.17 | $3.79 | $3.66 |
| Cash Flow | |||
| Operating CF | - | $2.0B | $2.0B |
| CapEx | $2.3B | $2.3B | $2.8B |
Source: XBRL data in Evergy (EVRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EVRG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 42 | $10.78B |
| Q1 2026 | 39 | $10.11B |
| Q4 2025 | 39 | $8.18B |
| Q3 2025 | 40 | $9.55B |
| Q2 2025 | 35 | $7.89B |
| Q1 2025 | 34 | $6.27B |
| Q4 2024 | 30 | $5.10B |
| Q3 2024 | 28 | $2.88B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 287 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EVRG 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 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - |
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EVRG SEC filings: frequently asked questions
Are EVRG insiders buying or selling?
In the last 90 days, Evergy (EVRG) officers, directors and 10% owners reported 7 open-market purchases worth $133,611 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EVRG stock?
As of June 30, 2026, the largest Evergy (EVRG) holders among the 13F filers tracked by SignalX were BlackRock ($2.4 billion), State Street Corp ($1.5 billion), Vanguard Capital Management LLC ($1.3 billion), Vanguard Portfolio Management LLC ($979.2 million), FMR LLC (Fidelity) ($739.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EVRG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Evergy (EVRG) reported revenue of $5.7 billion (up 0.0% from FY2024) and net income of $855.6 million. Diluted EPS was $3.66. The figures come from the XBRL data in the 10-K.
What are the main risks in EVRG's latest 10-K?
In the 10-K filed February 19, 2026, Evergy (EVRG) flagged: Regulatory risk from Missouri SB 4 allowing CWIP inclusion in rate base for new gas plants, term expiring 2035, with refund potential. Macroeconomic exposure via $1.4B 4.5% Convertible Notes; $244.1M repurchased in early 2026, $1.1559B still outstanding. (AI summary of the Risk Factors section.)
What did EVRG report in its latest 8-K?
Evergy (EVRG) filed an 8-K on September 16, 2026 reporting Item 8.01 (Other Events). Evergy Kansas Central issued $350 million of First Mortgage Bonds.
What are the latest EVRG SEC filings?
Evergy (EVRG) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on October 5, 2026.
What is EVRG's SEC CIK number?
Evergy (EVRG)'s SEC Central Index Key (CIK) is 1711269. EDGAR lists every EVRG filing under that number.
Ask anything about EVRG
The research agent reads EVRG's filings, financials, insider trades and 13F holders, then answers with sources.