Company Reports

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Gulf Coast region give the company a long runway of earnings and dividend growth potential.

Entergy reported earning $1.03 per share on an adjusted basis during the second quarter, down from $1.05 in the same period last year. Results are on track to meet our 2026 forecast and management's guidance range.

Entergy reported earning $0.86 per share on an adjusted basis during the first quarter, up 5% from the first quarter of 2025. Results are on track to meet our 2026 forecast and management's guidance range.

Entergy announced and filed with Louisiana regulators a contract with Meta that likely represents the largest data center electric supply agreement to-date among US utilities.

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Gulf Coast region give the company a long runway of earnings and dividend growth potential.

Entergy reported earnings per share of $3.91 on an adjusted basis for 2025, up 7% from 2024. This was in line with our expectations and management's guidance range.

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Gulf Coast region give the company a long runway of earnings and dividend growth potential. Entergy has been an early leader attracting energy-intensive data centers.

Entergy reported earnings per share of $1.53 on an adjusted basis in the third quarter, up from $1.50 in the year-ago quarter. Customer rate increases and electricity usage growth continued to more than offset higher financing and operating costs.

The Louisiana Public Service Commission, on Aug. 20, approved Entergy's application to build three new gas power plants and new transmission facilities by 2029 to serve a data center planned by Meta.

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Gulf Coast region give the company a long runway of earnings and dividend growth potential.

Entergy reported earning $1.05 per share during the second quarter, up from $0.96 during the second quarter of 2024. Customer rate increases and electricity usage growth continue to more than offset higher financing and operating costs.

Entergy reported earning $0.82 per share during the first quarter, up from $0.54 during the first quarter of 2024 primarily due to demand growth and customer rate increases offsetting higher financing and operating costs.

Utilities have limited direct exposure to tariffs announced by the Donald Trump administration, but falling energy demand or regulatory pushback to utilities' investment plans could slow earnings growth if economic conditions deteriorate.

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Gulf Coast region give the company a long runway of earnings and dividend growth potential.

Entergy reported earning $3.65 per share in 2024, slightly better than our outlook and at the high end of management's $3.58-$3.68 guidance range. Earnings were up 8% from 2023 despite a slight year-over-year weather headwind.

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Southeast give the company a long runway of earnings and dividend growth potential.

According to public filings and news reports, Entergy recently asked Louisiana regulators to approve three new natural gas power plants and related electric transmission infrastructure to support a $5 billion data center that Meta plans to build in Entergy's service territory.

Entergy's growing, energy-hungry customer base and constructive rate regulation in the US Southeast give the company a long runway of earnings and dividend growth potential.

Entergy is on track to meet our full-year 2024 earnings outlook and management's $7.15-$7.35 earnings per share guidance after reporting $2.99 EPS during third quarter. Management also raised its five-year capital investment and earnings outlook, leading to a 15% jump in the stock price Thursday.

We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess how they might be affected by renewed interest in nuclear power, particularly small modular reactors. This comes after Google and Amazon announced SMR partnerships this week.