NRG Energy (NYSE:NRG) Announces FY 2027 Earnings Guidance

NRG Energy (NYSE:NRG) updated its FY 2027 earnings guidance on Monday morning. The company provided earnings per share guidance of 8.050-10.050 for the period, compared to the consensus earnings per share estimate of 10.400. NRG Energy also updated its FY 2026 guidance to 7.900-9.900 EPS.

Wall Street Analyst Weigh In

Several analysts have recently commented on NRG shares. Weiss Ratings raised NRG Energy from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, October 9th. Evercore reaffirmed an “outperform” rating and set a $195.00 target price on shares of NRG Energy in a research report on Wednesday, August 5th. Barclays decreased their price target on NRG Energy from $204.00 to $163.00 and set an “overweight” rating for the company in a report on Tuesday, October 27th. Zacks Research raised NRG Energy from a “strong sell” rating to a “hold” rating in a research report on Tuesday, October 27th. Finally, Scotiabank dropped their price objective on NRG Energy from $162.00 to $149.00 and set a “sector outperform” rating on the stock in a research note on Wednesday, October 28th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, NRG Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $173.56.

NRG Energy Stock Performance

Shares of NRG Energy stock traded up $9.29 during trading hours on Monday, hitting $97.58. 5,815,283 shares of the company’s stock traded hands, compared to its average volume of 2,865,409. The stock has a market capitalization of $20.59 billion, a price-to-earnings ratio of 25.82 and a beta of 1.22. NRG Energy has a 12-month low of $79.65 and a 12-month high of $189.96. The company has a debt-to-equity ratio of 5.17, a current ratio of 0.97 and a quick ratio of 0.89. The company has a fifty day simple moving average of $102.00 and a 200-day simple moving average of $133.71.

NRG Energy (NYSE:NRG) last issued its quarterly earnings results on Monday, November 9th. The utilities provider reported $4.68 earnings per share for the quarter, topping analysts’ consensus estimates of $3.35 by $1.33. NRG Energy had a net margin of 2.56% and a return on equity of 52.95%. The company had revenue of $9.47 billion for the quarter, compared to the consensus estimate of $8.42 billion. During the same period in the previous year, the firm earned $2.78 EPS. The firm’s quarterly revenue was up 24.0% on a year-over-year basis. NRG Energy has set its FY 2027 guidance at 8.050-10.050 EPS and its FY 2026 guidance at 7.900-9.900 EPS. Equities research analysts anticipate that NRG Energy will post 8.62 EPS for the current fiscal year.

NRG Energy Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Stockholders of record on Monday, November 2nd will be given a dividend of $0.4750 per share. This represents a $1.90 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, November 2nd. NRG Energy’s dividend payout ratio is currently 50.26%.

Insider Activity

In other news, CAO Gerald Alfred Spencer sold 1,580 shares of the firm’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $120.93, for a total transaction of $191,069.40. Following the completion of the sale, the chief accounting officer owned 6,213 shares in the company, valued at $751,338.09. This trade represents a 20.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is currently owned by insiders.

Key NRG Energy News

Here are the key news stories impacting NRG Energy this week:

• Positive Sentiment: NRG reported adjusted EPS of $4.68, above analyst estimates of about $3.35–$3.44, while revenue rose 24% year over year to $9.47 billion, also ahead of expectations. Stronger margins and contributions from LS Power assets supported the results. NRG Energy Q3 2026 results
• Positive Sentiment: The company agreed to sell six natural-gas generation assets totaling 4.9 GW to LS Power for $4 billion in cash. NRG says proceeds will support debt reduction and additional buybacks, a capital-allocation plan investors may view favorably. NRG Energy announces $4 billion asset sale
• Neutral Sentiment: NRG reaffirmed its 2026 financial guidance and initiated 2027 guidance. Its 2026 adjusted EPS range is $7.90–$9.90, compared with a FactSet estimate of $8.73, leaving the midpoint near the market expectation. NRG 2026 adjusted EPS outlook

About NRG Energy

NRG Energy, Inc is an integrated energy company that produces and sells electricity and natural gas and provides home services. Its businesses serve residential, commercial and industrial customers, primarily in the United States and Canada.

The company supplies retail electricity and natural gas through a range of plans and brands, while its power-generation operations help support electricity markets across its service areas. NRG also offers energy-management programs and related services for businesses and other large customers.

NRG expanded into smart-home services with its 2023 acquisition of Vivint Smart Home.