Key Takeaways AES and Entergy expand renewables and grid tech to meet rising clean energy demand.AES targets coal exit, posts 18.83% ROE and 16.8% three-month share gains.Entergy plans $43B in 2026-2029 capex, advancing renewables and AI-driven grid ops.The demand for clean electricity is accelerating worldwide, supported by a combination of long-term structural trends and rapid technological advances. As this need intensifies, utility companies like AES Corporation (AES) and Entergy Corporation (ETR) are b ...

Entergy Corporation (NYSE:ETR) is among the 15 Best Electric Utility Stocks to Invest In Now. Morgan Stanley Maintains an Equal Rating on Entergy Corporation (ETR) Entergy Corporation (NYSE:ETR) is among the Best Utility Stocks. On February 20, 2026, Morgan Stanley analyst David Arcaro increased Entergy Corporation (NYSE:ETR)'s price objective to $98 from $91 while maintaining an Equal Weight rating. The firm upgraded its price estimates for North American Regulated and Diversified Utilities and IPPs. M ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ | | Registrant, State of Incorporation or | | Registrant, State of Incorporation or | | --- | --- | --- | --- | | | ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and finance, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]

Core Viewpoint - Entergy (ETR) is identified as a strong momentum stock with a Momentum Style Score of A and a Zacks Rank of 2 (Buy), indicating potential for short-term gains [3][12]. Company Performance - ETR shares have increased by 7.26% over the past week, outperforming the Zacks Utility - Electric Power industry, which rose by 4.55% during the same period [6]. - Over the past month, ETR's price change is 8.97%, compared to the industry's 7.16% [6]. - In the last quarter, ETR shares rose by 10.04%, and over the past year, they have increased by 27.37%, while the S&P 500 only moved 1.76% and 13.08%, respectively [7]. Trading Volume - ETR's average 20-day trading volume is 2,877,170 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the last two months, one earnings estimate for ETR has increased, while none have decreased, raising the consensus estimate from $4.39 to $4.40 [10]. - For the next fiscal year, one estimate has moved upwards with no downward revisions during the same period [10].

Group 1: Company Overview - Consolidated Edison (ED) is one of 107 individual stocks in the Utilities sector, ranking 5 in the Zacks Sector Rank [2] - The company currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2: Performance Metrics - Consolidated Edison has gained approximately 14.5% year-to-date, outperforming the Utilities sector average return of 11.1% [4] - The Zacks Consensus Estimate for ED's full-year earnings has increased by 0.2% over the past quarter, reflecting improved analyst sentiment [4] Group 3: Industry Context - Consolidated Edison belongs to the Utility - Electric Power industry, which includes 58 individual stocks and currently ranks 87 in the Zacks Industry Rank [6] - The Utility - Electric Power industry has gained an average of 12.1% year-to-date, indicating that Consolidated Edison is performing better than its industry peers [6]

Dr. Joseph E. Jones is a professor at The University of Southern Mississippi. He writes about portfolio construction from a dividend growth investment perspective. Any claims or options expressed in his research are solely his own. They do not represent the views or financial interests of his employer.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ETR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I a ...

Core Insights - Entergy provided an update on the financial performance and outlook for its regulated electric utilities in the New Orleans area, greater Louisiana, Mississippi, Arkansas, and east Texas, with the largest subsidiary being in greater Louisiana [1] Financial Performance - Estimated capital spending through 2029 is projected to be $43 billion, an increase from $41 billion in the previous quarter [5] - Weather-adjusted retail sales rose by 1.5% in Q4 2025 and 3.9% for the full year, driven by a 6.7% increase in industrial sales [5] - Residential and commercial sales increased modestly by 2.1% and 1.2%, respectively [5] Sales Growth Projections - Expected weather-adjusted retail sales growth in 2026 is 5%, primarily due to a 10% growth in industrial sales [3] - Annualized industrial sales growth is expected to reach 15% through 2029 [4] Demand Drivers - Data centers and large industrials are anticipated to drive the bulk of new demand, with a large-load pipeline of 10 GW to 17 GW [2][6] - Data centers account for 7-12 GW of the large-load pipeline, with other large industrials comprising 3-5 GW [8] Customer Rate Expectations - Entergy expects residential customer rates to increase by 4% annually through 2029, aligning with national trends observed since 2022 [7] Future Projects - Upcoming customers include traditional heavy industrial sites and significant projects like the $6 billion hydrogen and steel plant by Hyundai near Baton Rouge, Louisiana [9] - Enthusiasm is particularly noted for data center opportunities, including a 2-GW Meta campus planned for northeastern Louisiana [9]

Core Insights - The year 2025 is characterized as an 'affirmational' year, validating a long-term strategy focused on meeting unprecedented power demand from large-scale industrial and data center customers [1] Sales Performance - Industrial sales increased by 7% in 2025, contributing to a 4% overall increase in retail sales, attributed to competitive advantages such as low rates and vertical integration [1] New Agreements - The company secured approximately 3.5 gigawatts in new electric service agreements (ESAs) during 2025, targeting sectors like steel, petrochemical, LNG, and hyperscale data centers [1] Capital Allocation Strategy - A 'customer-first' approach to capital allocation is emphasized, prioritizing investments in reliability and resilience, partially funded by fixed-cost contributions from new large-load customers [1] Operational Success - Operational success is highlighted by a 90% unit capability factor in the nuclear fleet, along with successful execution of major refueling outages and capacity upgrades [1] Regulatory Environment - The regulatory environment is increasingly supportive, with new legislation in Arkansas and Texas, and policy initiatives in Louisiana aimed at expediting infrastructure for economic development [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]