ES at a glance
Eversource Energy (ES, SEC CIK 72741) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as August 26, 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), Eversource Energy (ES) reported revenue of $13.5 billion (up 13.8% from FY2024) and net income of $1.7 billion. Diluted EPS was $4.56.
- As of June 30, 2026, 46 institutional investment managers tracked by SignalX reported holding Eversource Energy (ES) shares worth $12.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Conner Penelope M on August 25, 2026 of 1,500 shares at $71.50 per share.
- In the last 90 days, ES insiders reported 0 open-market purchases ($0) and 2 open-market sales ($214K) on Form 4, a net sale of $214K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $13.5B
- +13.8% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$214K
- 13F holders
- 46 funds
- $12.6B · +3 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: regulated energy delivery via electric, natural gas, and water utilities across CT, MA, NH
- Divestiture of offshore wind interests in 2024; residual noncontrolling tax equity investment retained in South Fork Wind
- CL&P distribution revenue increased $333M to $4.16B with significant public benefits revenue growth (+$250M)
- NSTAR Electric rate case approved 2022 includes 5-year PBR plan with potential 5-year extension, supporting rate stability
- PSNH implemented new rate case in 2025 with alternative regulation: formulaic revenue adjustments and earnings sharing
Management Discussion & Analysis
- Revenue increased to $1.69B net income in 2025 vs $811.7M in 2024, non-GAAP earnings $1.77B vs $1.63B, $140M YoY rise excluding special charges
- Operating margin stable: Regulated companies non-GAAP EPS $4.98 in 2025 vs $4.73 in 2024; electric transmission best performer $776.7M earnings up $52.1M
- Worst segment water distribution: 2024 impairment charge $297M; 2025 earnings $44.2M down slightly from $44.6M in 2024 excluding sale loss
- Cash flow from operations $4.11B in 2025 vs $2.16B in 2024; capex $4.16B vs $4.48B; dividends $3.01/share up from $2.86/share; issued $465.4M equity
- 2026 EPS guidance $4.80-$4.95; long-term EPS growth projected 5-7% through 2030; key risks in offshore wind contingent liabilities and regulatory appeals
Risk Factors
- FERC complaints challenging allowed ROEs on transmission investments could reduce returns and cash flows under regulatory scrutiny
- Exposure to post-closing cost overruns and tax credit risks on Revolution Wind offshore wind project sale with Global Infrastructure Partners
- Supply chain disruptions and long lead times for specialized equipment in New England could impede clean-energy infrastructure development
- Competition risks from FERC’s transmission project solicitations introducing non-incumbent bidders and cost caps may reduce growth
- Eversource parent liquidity dependent on dividends from subsidiaries and access to commercial paper and capital markets for debt service
AI summary of the ES 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
Risk Factors
- New FERC ROE risk triggered by March 19, 2026 order finding ISO-NE base ROE unjust and unreasonable
- Nearly 12-year retroactive refund period materially increases aggregate refund obligation
- Rehearing or appeal failure could adversely affect financial position, results, and cash flows
- Future FERC proceedings face risk of securing acceptable allowed ROEs
AI summary of the ES 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 2.02: Results of Operations and Financial Condition
- Item 2.02 references Exhibits 99.1 and 99.2 for Eversource’s fiscal-year 2026 results
- Exhibits are furnished, not filed, limiting their use in Securities Act registration statements
Item EX-99.1: Item EX-99.1
- Q2 GAAP EPS $0.14 versus $0.96, heavily affected by $164.0M offshore wind and $111.4M Aquarion charges
- Recurring Q2 EPS $0.87; first-half recurring EPS $2.60, versus reported GAAP EPS of $1.75
Item 7.01: Regulation FD Disclosure
- Exhibit 99.3 furnished under Regulation FD, but excluded from SEC “filed” status
- Exhibit not incorporated into Eversource registration statements unless specifically stated
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 designated as furnished, not filed, limiting liability and incorporation into Securities Act registration statements
- Filing references Section 8, Other Events, rather than providing substantive earnings or operating results
Item 8.01: Other Events
- Aquarion Water Company sale completed June 30, 2026 for $2.4 billion cash
- Approximately $1.7 billion adjusted net equity proceeds earmarked to reduce Eversource debt
Item EX-99.1: Item EX-99.1
- Aquarion sale completed for $2.4B cash to Connecticut’s Aquarion Water Authority
- Approximately $1.7B adjusted net equity proceeds earmarked to reduce Eversource debt and strengthen credit metrics
Item 2.02: Results of Operations and Financial Condition
- Filing references Exhibits 99.1 and 99.2 for the fiscal-year 2026 results disclosure
- Exhibits are furnished rather than filed with the SEC, limiting their use in Securities Act registration statements
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting quorum: 333,132,974 shares represented against 375,845,345 outstanding
- All nine trustee nominees elected to one-year terms, with affirmative votes ranging from 277,515,102 to 300,619,926
Item 7.01: Regulation FD Disclosure
- Exhibit 99.3 furnished under Regulation FD and excluded from “filed” SEC status
- Exhibit not incorporated into Eversource registration statements unless expressly specified
AI summaries of ES 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ES
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Conner Penelope M | Sell | Aug 25, 2026 | 1,500 | $71.50 |
| Conner Penelope M | Sell | Aug 24, 2026 | 1,500 | $71.10 |
| BUTLER GREGORY B | Sell | Jun 4, 2026 | 7,000 | $69.88 |
| Mudge W Robert | Buy | May 8, 2026 | 750 | $66.48 |
| NOLAN JOSEPH R JR | G | Mar 6, 2026 | 94,981 | - |
| Conner Penelope M | Sell | Mar 4, 2026 | 1,400 | $75.00 |
| CLEVELAND COTTON M | Sell | Feb 24, 2026 | 2,581 | $74.87 |
| Moreira John M. | Sell | Feb 19, 2026 | 7,800 | $73.90 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $11.9B | $13.5B |
| Operating Income | - | $2.4B | $3.0B |
| Net Income | -$442.2M | $811.7M | $1.7B |
| Op. Margin | - | 20.2% | 22.1% |
| Net Margin | - | 6.8% | 12.5% |
| Balance Sheet | |||
| Total Assets | $55.6B | $59.6B | $63.8B |
| Equity | - | $15.0B | $16.2B |
| ROE | - | 5.4% | 10.4% |
| Per Share | |||
| EPS | $-1.26 | $2.27 | $4.56 |
| Cash Flow | |||
| Operating CF | - | $2.2B | $4.1B |
| CapEx | $4.3B | $4.5B | $4.2B |
Source: XBRL data in Eversource Energy (ES)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ES share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 46 | $12.58B |
| Q1 2026 | 43 | $11.56B |
| Q4 2025 | 38 | $11.11B |
| Q3 2025 | 39 | $11.66B |
| Q2 2025 | 37 | $10.02B |
| Q1 2025 | 35 | $7.10B |
| Q4 2024 | 28 | $5.70B |
| Q3 2024 | 26 | $3.19B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 292 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ES filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 26, 2026 | - | - | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Mar 31, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 10-K | Feb 17, 2026 | Dec 31, 2025 | Analysis |
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ES SEC filings: frequently asked questions
Are ES insiders buying or selling?
In the last 90 days, Eversource Energy (ES) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $213,900 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ES stock?
As of June 30, 2026, the largest Eversource Energy (ES) holders among the 13F filers tracked by SignalX were BlackRock ($3.1 billion), State Street Corp ($2.1 billion), Vanguard Capital Management LLC ($1.8 billion), Vanguard Portfolio Management LLC ($1.5 billion), AQR Capital Management ($772.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ES's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Eversource Energy (ES) reported revenue of $13.5 billion (up 13.8% from FY2024) and net income of $1.7 billion. Diluted EPS was $4.56. The figures come from the XBRL data in the 10-K.
What are the main risks in ES's latest 10-K?
In the 10-K filed February 17, 2026, Eversource Energy (ES) flagged: FERC complaints challenging allowed ROEs on transmission investments could reduce returns and cash flows under regulatory scrutiny. Exposure to post-closing cost overruns and tax credit risks on Revolution Wind offshore wind project sale with Global Infrastructure Partners. (AI summary of the Risk Factors section.)
What did ES report in its latest 8-K?
Eversource Energy (ES) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Item 2.02 references Exhibits 99.1 and 99.2 for Eversource’s fiscal-year 2026 results.
What are the latest ES SEC filings?
Eversource Energy (ES) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on August 26, 2026.
What is ES's SEC CIK number?
Eversource Energy (ES)'s SEC Central Index Key (CIK) is 72741. EDGAR lists every ES filing under that number.
Ask anything about ES
The research agent reads ES's filings, financials, insider trades and 13F holders, then answers with sources.