Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

Open in Screener

CLMT

Calumet Inc

Feb 13 • 04:00PM ET

28.61

+2.63 10.12 %

Basic Materials • Specialty Chemicals • USA • NASD

Peers: XOM BP VLO PSX COP MPC FANG PBF DK CVI

| Held by: VTI IWM XOP IWN VXF VDE SCHA VTWO FYC FYX

Index	RUT	P/E	-	EPS (ttm)	-0.44	Insider Own	22.24%	Shs Outstand	86.75M	Perf Week	13.58%
Market Cap	2.48B	Forward P/E	-	EPS next Y	-0.43	Insider Trans	0.00%	Shs Float	67.46M	Perf Month	42.34%
Enterprise Value	4.86B	PEG	-	EPS next Q	-0.40	Inst Own	53.09%	Short Float	8.53%	Perf Quarter	51.14%
Income	-37.20M	P/S	0.61	EPS this Y	86.71%	Inst Trans	0.83%	Short Ratio	5.86	Perf Half Y	108.07%
Sales	4.05B	P/B	-	EPS next Y	-19.90%	ROA	-1.38%	Short Interest	5.76M	Perf YTD	43.99%
Book/sh	-8.01	P/C	14.22	EPS next 5Y	-	ROE	-	52W High	26.29 8.82%	Perf Year	72.87%
Cash/sh	2.01	P/FCF	-	EPS past 3/5Y	6.12% -37.36%	ROIC	-2.56%	52W Low	7.68 272.53%	Perf 3Y	56.77%
Dividend Est.	-	EV/EBITDA	14.35	Sales past 3/5Y	9.99% 3.94%	Gross Margin	8.46%	Volatility	4.34% 4.62%	Perf 5Y	594.42%
Dividend TTM	-	EV/Sales	1.20	EPS Y/Y TTM	83.80%	Oper. Margin	3.76%	ATR (14)	1.05	Perf 10Y	122.65%
Dividend Ex-Date	Jan 29, 2016	Quick Ratio	0.62	Sales Y/Y TTM	-3.99%	Profit Margin	-0.92%	RSI (14)	87.12	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.13	EPS Q/Q	406.61%	SMA20	22.85%	Beta	1.15	Target Price	26.00
Payout	-	Debt/Eq	-	Sales Q/Q	-2.04%	SMA50	34.84%	Rel Volume	3.24	Prev Close	25.98
Employees	1620	LT Debt/Eq	-	Earnings	Feb 27 BMO	SMA200	61.99%	Avg Volume	981.72K	Price	28.61
IPO	Jan 26, 2006	Option/Short	Yes / Yes	EPS/Sales Surpr.	1130.84% 2.43%	Trades		Volume	3,098,242	Change	10.12%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-11-25	Reiterated	TD Cowen	Hold	$15 → $18
May-13-25	Initiated	BofA Securities	Buy	$15
Mar-17-25	Upgrade	UBS	Sell → Neutral	$15 → $12
Mar-04-25	Downgrade	TD Cowen	Buy → Hold	$26 → $16
Feb-04-25	Downgrade	UBS	Neutral → Sell	$20.50 → $15
Nov-11-24	Reiterated	TD Cowen	Buy	$27 → $26
Oct-17-24	Reiterated	TD Cowen	Buy	$22 → $27
Aug-12-24	Reiterated	TD Cowen	Buy	$20 → $18
Aug-18-22	Upgrade	Goldman	Neutral → Buy	$14 → $23
Feb-28-22	Reiterated	Cowen	Outperform	$23 → $20
Jan-06-22	Initiated	Credit Suisse	Neutral	$23
Nov-23-21	Upgrade	Wolfe Research	Peer Perform → Outperform	$30
Nov-23-21	Upgrade	Cowen	Market Perform → Outperform	$12 → $23
Oct-04-21	Initiated	H.C. Wainwright	Buy	$19
Mar-24-21	Upgrade	Wells Fargo	Equal Weight → Overweight	$8
Dec-15-20	Downgrade	Wells Fargo	Overweight → Equal Weight	$4
Feb-11-20	Upgrade	Raymond James	Underperform → Mkt Perform
Sep-05-17	Downgrade	Janney	Buy → Neutral
Aug-14-17	Upgrade	Janney	Neutral → Buy
May-10-17	Upgrade	Wells Fargo	Market Perform → Outperform

Show Previous Ratings

Feb-13-26 07:00AM	Calumet, Inc. to Release Fourth Quarter and Fiscal Year 2025 Earnings on February 27, 2026 (PR Newswire) +10.12%
Feb-04-26 08:52AM	Strength Seen in Calumet, Inc. (CLMT): Can Its 5.5% Jump Turn into More Strength? (Zacks)
Jan-28-26 04:15PM	Calumet Extends Senior Secured Revolving Credit Facility to January 2031 (PR Newswire)
Jan-12-26 04:15PM	Calumet Completes Upsized Notes Offering (PR Newswire)
Jan-09-26 07:15AM	Calumet to Attend UBS Global Energy & Utilities Winter Conference (PR Newswire)
06:26PM	Loading…
Jan-07-26 06:26PM	Calumet Announces Pricing of $405 Million Upsized Private Placement of 9.75% Senior Notes due 2031 (PR Newswire)
Jan-06-26 07:48AM	Calumet Announces $350 Million Private Placement of Senior Notes due 2031 and Issues Notices of Conditional Redemption for All of the Outstanding 11.00% Senior Notes due 2026 and $275 Million of the Outstanding 8.125% Senior Notes due 2027 (PR Newswire)
Jan-05-26 07:09PM	Calumet Provides Preliminary Fiscal Year 2025 Selected Financial Results (PR Newswire)
Jan-02-26 07:30AM	Calumet to Attend Goldman Sachs Energy, Clean Tech and Utilities Conference (PR Newswire)
Dec-08-25 04:00PM	Calumet to Attend Wells Fargo Annual Energy & Power Symposium (PR Newswire)
Dec-04-25 01:41PM	Calumet, Inc. (CLMT): A Bull Case Theory (Insider Monkey)
Nov-25-25 07:00AM	Calumet to Attend Bank of America Leveraged Finance Conference (PR Newswire)
Nov-12-25 08:04PM	Calumet Inc (CLMT) Q3 2025 Earnings Call Highlights: Strong EBITDA and Strategic Debt Reduction ... (GuruFocus.com)
Nov-11-25 07:00AM	Calumet to Attend T.D. Cowen Conference (PR Newswire)
Nov-07-25 04:01PM	Calumet to Attend Bank of America Conference (PR Newswire)
03:22PM	Loading…
03:22PM	Why Calumet Stock Is Up and Down Today (Motley Fool)
07:00AM	Calumet Reports Third Quarter 2025 Results (PR Newswire)
Nov-06-25 07:22AM	What To Expect From Calumet Inc (CLMT) Q3 2025 Earnings (GuruFocus.com)
Nov-04-25 10:54AM	Q3 Energy Earnings: 4 Stocks That Could Surpass Forecasts (Zacks)
Oct-31-25 01:23PM	EOG Poised to Report Q3 Earnings: Here's What You Need to Know (Zacks)
10:07AM	COP Poised to Report Q3 Earnings: Here's What You Need to Know (Zacks)
Oct-27-25 12:52PM	Montana Renewables Launches MaxSAF Blended, Advancing Sustainable Aviation Fuel (PR Newswire)
Oct-24-25 07:15AM	Calumet, Inc. to Release Third Quarter 2025 Earnings on November 7, 2025 (PR Newswire)
Sep-28-25 07:45PM	Calumet, Inc. (CLMT): A Bull Case Theory (Insider Monkey)
Aug-26-25 07:40AM	Calumet Provides Update After Latest U.S. EPA Small Refinery Exemption Decision (PR Newswire)
Aug-13-25 01:30PM	[Latest] Global Industrial Lubricant Market Size/Share Worth USD 42.45 Billion by 2034 at a 5.12% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis) (GlobeNewswire)
Aug-08-25 07:00AM	Calumet Reports Second Quarter 2025 Results (PR Newswire)
Aug-04-25 09:00AM	Eldridge Closes $120 Million Lease With Calumet (Business Wire)
08:40AM	Petrobras to Report Q2 Earnings: What's in the Offing for the Stock? (Zacks)
08:06AM	Canadian Natural to Report Q2 Earnings: What's in the Offing? (Zacks)
08:04AM	Loading…
08:04AM	Cheniere Energy to Report Q2 Earnings: What's in the Offing? (Zacks)
08:03AM	APA Corporation Q2 Earnings on Deck: Here's How It Will Fare (Zacks)
Aug-01-25 08:18AM	Calumet to Participate in September 2025 Investor Conferences (PR Newswire)
Jul-28-25 07:52AM	Calumet Announces $120 million Extension with Stonebriar (PR Newswire)
Jul-18-25 08:36AM	Calumet, Inc. to Release Second Quarter 2025 Earnings on August 8, 2025 (PR Newswire)
Jul-09-25 09:38AM	Strength Seen in Hess (HES): Can Its 4.8% Jump Turn into More Strength? (Zacks)
Jun-06-25 01:22PM	Calumet, Inc. (CLMT): A Bear Case Theory (Insider Monkey)
May-23-25 08:52AM	Calumet to Participate in June 2025 Investor Conferences (PR Newswire)
May-13-25 03:10PM	Calumet Renewables Expansion Is Unlocking Value: Analyst (Benzinga) +6.71%
May-09-25 07:00AM	Calumet Reports First Quarter 2025 Results (PR Newswire)
May-08-25 01:48PM	Plains All American to Report Q1 Earnings: How to Play the Stock? (Zacks)
09:30AM	Calumet Inc (CLMT) Q1 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
May-06-25 12:34PM	Delek Logistics Set to Report Q1 Earnings: What's in the Cards? (Zacks)
09:05AM	Cheniere Energy to Report Q1 Earnings: What's in the Offing? (Zacks)
07:05AM	What to Expect From APA Corporation's Q1 Earnings Report (Zacks)
May-05-25 05:35AM	Canadian Natural to Report Q1 Earnings: What's in the Offing? (Zacks)
Apr-30-25 09:48AM	Coterra Energy to Report Q1 Earnings: Key Metrics to Watch (Zacks)
06:18AM	Suncor Energy to Report Q1 Earnings: Here's What to Expect (Zacks)
Apr-29-25 10:44AM	Calumet: Debt Relief Or Just Delaying The Inevitable? (Seeking Alpha)
08:52AM	Williams to Report Q1 Earnings: What Surprise Awaits Investors? (Zacks)
Apr-25-25 08:03AM	Calumet, Inc. to Release First Quarter 2025 Earnings on May 9, 2025 (PR Newswire)
Apr-24-25 08:05AM	Calumet's Businesses Firing Like A Cannon, Well, Even Much Closer (Update) (Seeking Alpha)
Apr-14-25 09:59AM	Calumet, Inc. (CLMT): A Bull Case Theory (Insider Monkey) -6.10%
Apr-10-25 11:19AM	Calumet, Inc. (CLMT) Moves 12.5% Higher: Will This Strength Last? (Zacks) -9.54%
Apr-01-25 08:15AM	Calumet Announces Closing of Sale of Assets Related to Industrial Portion of its Royal Purple Business (PR Newswire)
Mar-28-25 01:40PM	Valero's Exposure To Renewable Energy And More (Seeking Alpha)
Mar-17-25 05:59PM	Calumet Announces Intention to Nominate Julio Quintana and Karen Narwold to Board of Directors; and Wasserstein Debt Opportunities Expresses Support (PR Newswire) +9.37%
Mar-04-25 04:00PM	Calumet to Attend Wolfe Research Conference (PR Newswire)
Mar-03-25 09:56AM	Here are Crossroads Capitals Updates on Calumet (CLMT) (Insider Monkey) -6.07%
Feb-28-25 07:17AM	Lubrication Engineers to Acquire Industrial Brands & Products of Royal Purple (PR Newswire)
07:05AM	Calumet Reports Fourth Quarter and Fiscal Year 2024 Results (PR Newswire)
07:00AM	Calumet Announces Sale of Assets Related to Industrial Portion of its Royal Purple Business (PR Newswire)
Feb-27-25 07:15AM	What To Expect From Calumet Inc (CLMT) Q4 2024 Earnings (GuruFocus.com)
Feb-19-25 09:07AM	Calumet to Attend Raymond James Conference (PR Newswire)
Feb-18-25 09:10AM	Montana Renewables Receives First Drawdown from $1.44 Billion DOE Loan Facility (PR Newswire)
Feb-14-25 07:00AM	Calumet, Inc. to Release Fourth Quarter and Fiscal Year 2024 Earnings on February 28, 2025 (PR Newswire)
Jan-28-25 07:41PM	Calumet Says $1.44 Billion Loan Delayed on Trump Administration Review (The Wall Street Journal) -7.52% +12.13%
06:25PM	Montana Renewables Announces Timing Update for DOE Loan Facility (PR Newswire)
Jan-15-25 09:37AM	Calumet Provides Update on Recent Financing Activity (PR Newswire)
Jan-14-25 07:35PM	Calumet Announces Pricing of $100 Million Private Placement of 9.75% Senior Notes due 2028 (PR Newswire) -13.82%
03:12PM	Calumet Inc (NASDAQ:CLMT): A Bullish Investment Perspective (Insider Monkey)
09:27AM	Calumet Announces $100 Million Private Placement of 9.75% Senior Notes due 2028 (PR Newswire)
09:25AM	Calumet Announces $65 Million At-the-Market Equity Offering Program (PR Newswire)
07:44AM	Calumet Provides Preliminary Fourth Quarter 2024 Selected Financial Results (PR Newswire)
Jan-10-25 05:38PM	Calumet, Inc. to Hold Analysts Update Call on January 13, 2025 (PR Newswire)
04:07PM	Montana Renewables Announces Closing of $1.44 Billion DOE Loan Facility for Renewable Fuels and Biomass Energy Facility (PR Newswire)
Dec-23-24 04:15PM	Calumet to Participate in January 2025 Investor Conferences (PR Newswire)
Dec-18-24 09:43AM	Heres Crossroads Capitals Updates on Calumet (CLMT) (Insider Monkey)
Dec-12-24 01:42PM	Montana Renewables Receives Approval of Excise Tax Registration (PR Newswire)
Nov-25-24 04:30PM	Calumet Announces Settlement of its Exchange Offer for any and all of the Outstanding 11.00% Senior Notes due 2025 and Issues Notice of Full Redemption for the Remaining 11.00% Senior Notes due 2025 (PR Newswire)
Nov-22-24 07:45AM	Calumet Announces Expiration and Final Results for its Exchange Offer for any and all of the Outstanding 11.00% Senior Notes due 2025 (PR Newswire)
Nov-19-24 04:15PM	Calumet to Participate in December 2024 Investor Conferences (PR Newswire)
Nov-08-24 07:00AM	Calumet Reports Third Quarter 2024 Results (PR Newswire) +9.77%
Nov-07-24 07:05AM	What To Expect From Calumet Inc (CLMT) Q3 2024 Earnings (GuruFocus.com)
Nov-06-24 07:30AM	Calumet Announces Early Results for its Exchange Offer for any and all of the Outstanding 11.00% Senior Notes due 2025 (PR Newswire)
Oct-29-24 08:56AM	Calumet to Attend Goldman Sachs Carbonomics Conference (PR Newswire) -5.98%
Oct-25-24 08:14AM	Calumet, Inc. to Release Third Quarter 2024 Earnings on November 8, 2024 (PR Newswire)
Oct-24-24 03:00PM	Montana Renewables Delivers First Shipment of Sustainable Aviation Fuel for Detroit Metropolitan Airport (PR Newswire)
Oct-23-24 11:50PM	Calumet Provides Preliminary Third Quarter 2024 Selected Financial Results (PR Newswire)
11:49PM	Calumet Specialty Products Partners, L.P. Enters into Support Agreement and Announces Commencement of Exchange Offer for any and all of Outstanding 11.00% Senior Notes due 2025 (PR Newswire)
Oct-16-24 04:47PM	Montana Renewables Receives $1.44 Billion Conditional Commitment from DOE for Renewable Fuels and Biomass Energy Facility (PR Newswire)
Oct-03-24 05:06PM	Calumet Announces New Funding Agreement with Stonebriar (PR Newswire) +7.47% +7.59%
Sep-25-24 08:00AM	Montana Renewables Supplies First SAF-Fueled Flight at Minneapolis-St. Paul Airport (PR Newswire)
Aug-20-24 08:15AM	Calumet to Attend Barclays 38th Annual CEO Energy-Power Conference (PR Newswire)
Aug-09-24 07:00AM	Calumet Reports Second Quarter 2024 Results (PR Newswire) +15.69%
Jul-26-24 07:15AM	Calumet, Inc. to Release Second Quarter 2024 Earnings on August 9, 2024 (PR Newswire) +7.43%
Jul-17-24 06:51AM	3 Hydrogen Stocks Set to Skyrocket: Expert Picks for Massive Gains (InvestorPlace)
Jul-10-24 04:30PM	Calumet Specialty Products Partners, L.P. Completes Conversion to a C-Corporation (PR Newswire) +7.31%
Jul-09-24 05:36PM	Investing in Sustainable Aviation Just Got Easier (Barrons.com)
04:30PM	Calumet Specialty Products Partners, L.P. Unitholders Approve Conversion to a C-Corporation (PR Newswire)

Calumet, Inc. engages in the manufacturing, formulation, and sale of specialty branded products and renewable fuel. It operates through the following segments: Specialty Products and Solutions, Montana/Renewables, Performance Brands, and Corporate. The Specialty Products & Solutions segment consists of customer-focused solutions and formulation businesses. The Montana/Renewables segment is composed of a Great Falls specialty asphalt facility and Montana Renewables facility. The Performance Brands segment includes Royal Purple, Bel-Ray, and TruFuel. The Corporate segment focuses on the general and administrative expenses not allocated to other segments. The company was founded in 1919 and is headquartered in Indianapolis, IN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Twitchell Karen A.	Director	Dec 04 '25	Option Exercise	0.00	2,526	0	6,322	Dec 05 04:03 PM
Straumins Jennifer	Director	Dec 04 '25	Option Exercise	0.00	5,053	0	943,438	Dec 05 04:01 PM
Sajkowski Daniel J	Director	Dec 04 '25	Option Exercise	0.00	5,053	0	169,290	Dec 05 03:56 PM
Raymond Paul C	Director	Dec 04 '25	Option Exercise	0.00	5,053	0	24,733	Dec 05 03:55 PM
Boss John G.	Director	Dec 04 '25	Option Exercise	0.00	2,526	0	29,804	Dec 05 03:50 PM
Schumacher Amy M	Director	Dec 04 '25	Option Exercise	0.00	5,053	0	251,093	Dec 05 03:49 PM
Twitchell Karen A.	Director	Jun 24 '25	Option Exercise	0.00	3,796	0	3,796	Oct 03 04:17 PM
Schumacher Amy M	Director	Jun 24 '25	Option Exercise	0.00	3,796	0	246,040	Oct 03 04:13 PM
Raymond Paul C	Director	Jun 24 '25	Option Exercise	0.00	3,796	0	19,680	Oct 03 04:09 PM
Straumins Jennifer	Director	Jun 24 '25	Option Exercise	0.00	3,796	0	938,385	Oct 03 04:04 PM
Sajkowski Daniel J	Director	Jun 24 '25	Option Exercise	0.00	3,796	0	165,755	Oct 03 04:00 PM
Boss John G.	Director	Jun 24 '25	Option Exercise	0.00	3,796	0	28,796	Oct 03 03:54 PM
Mawer Stephen P	Director	Jun 24 '25	Option Exercise	0.00	7,403	0	291,055	Oct 03 03:45 PM
DANIEL J SAJKOWSKI 2011 TRUST	Director	Jul 01 '25	Proposed Sale	15.76	2,000	31,510		Jul 01 04:29 PM
Morical Gregory J	SVP, GENERAL COUNSEL	Jun 16 '25	Sale	16.69	25,123	419,303	39,415	Jun 16 08:44 PM
Straumins Jennifer	Director	Jun 16 '25	Sale	16.23	100,000	1,623,000	934,589	Jun 16 08:42 PM
Straumins Jennifer	Director	Jun 13 '25	Sale	15.08	50,000	754,000	1,034,589	Jun 16 08:42 PM
Straumins Jennifer	Director	Jun 16 '25	Proposed Sale	16.23	100,000	1,622,859		Jun 16 04:25 PM
Morical Gregory J	Officer	Jun 16 '25	Proposed Sale	16.53	25,123	415,283		Jun 16 12:48 PM
Straumins Jennifer	Director	Jun 13 '25	Proposed Sale	15.08	50,000	754,131		Jun 13 06:10 PM
Straumins Jennifer	Director	Jun 05 '25	Sale	13.17	100,000	1,317,000	1,084,589	Jun 06 09:15 PM
Straumins Jennifer	Director	Jun 05 '25	Proposed Sale	13.13	100,000	1,312,567		Jun 05 04:33 PM
Sheets Daniel L	Director	May 13 '25	Sale	13.88	30,000	416,300	36,824	May 15 04:17 PM
Sheets Daniel L	Director	May 14 '25	Sale	13.79	10,000	137,900	26,824	May 15 04:17 PM
Mawer Stephen P	Director	Apr 22 '25	Sale	9.29	3,655	33,955	283,652	Apr 24 08:15 PM
Mawer Stephen P	Officer	Apr 22 '25	Proposed Sale	9.18	3,655	33,543		Apr 23 10:11 AM
Mawer Stephen P	Director	Mar 24 '25	Sale	12.88	3,655	47,076	287,307	Mar 26 04:43 PM
Mawer Stephen P	Officer	Mar 24 '25	Proposed Sale	12.77	3,655	46,671		Mar 24 05:09 PM
Morical Gregory J	SVP, GENERAL COUNSEL	Mar 11 '25	Option Exercise	0.00	55,634	0	89,479	Mar 13 08:42 PM
Fleming Bruce A	EVP - MONTANA RENEWABLES	Mar 11 '25	Option Exercise	0.00	173,066	0	655,693	Mar 13 08:41 PM
DONARGO VINCENT	Chief Accounting Officer	Mar 11 '25	Option Exercise	0.00	9,024	0	18,149	Mar 13 08:40 PM
Mawer Stephen P	Director	Mar 11 '25	Option Exercise	0.00	169,937	0	366,835	Mar 13 08:37 PM
Obermeier Scott	EVP - SPECIALTIES	Mar 11 '25	Option Exercise	0.00	31,606	0	238,143	Mar 13 08:36 PM
Borgmann Louis Todd	CHIEF EXECUTIVE OFFICER	Mar 11 '25	Option Exercise	0.00	114,120	0	285,533	Mar 13 08:35 PM
Mawer Stephen P	Director	Mar 06 '25	Sale	12.64	3,655	46,199	196,898	Mar 10 04:27 PM
Mawer Stephen P	Officer	Mar 06 '25	Proposed Sale	12.53	3,655	45,800		Mar 06 05:01 PM
Lunin David	EVP - CFO	Mar 04 '25	Buy	13.05	2,500	32,625	2,500	Mar 05 01:57 PM
DANIEL J SAJKOWSKI 2011 TRUST	Director	Mar 03 '25	Proposed Sale	14.33	80,000	1,146,400		Mar 03 04:12 PM

Open in Screener

ES

Eversource Energy

Feb 13 • 04:00PM ET

73.36

+3.04 4.32 %

Utilities • Utilities - Regulated Electric • USA • NYSE

Peers: D DUK AEP NEE SO XEL EXC PNW ED PCG

| Held by: VTI VOO VO XLU DVY IVV SPY SDY VTV RSP

Index	S&P 500	P/E	16.08	EPS (ttm)	4.56	Insider Own	0.21%	Shs Outstand	375.00M	Perf Week	8.91%
Market Cap	27.52B	Forward P/E	14.17	EPS next Y	5.18	Insider Trans	-1.14%	Shs Float	374.42M	Perf Month	4.87%
Enterprise Value	57.26B	PEG	3.00	EPS next Q	1.58	Inst Own	86.40%	Short Float	1.32%	Perf Quarter	-0.34%
Income	1.69B	P/S	2.03	EPS this Y	3.60%	Inst Trans	0.10%	Short Ratio	1.83	Perf Half Y	11.98%
Sales	13.55B	P/B	1.72	EPS next Y	4.97%	ROA	2.74%	Short Interest	4.93M	Perf YTD	8.96%
Book/sh	42.73	P/C	106.13	EPS next 5Y	4.73%	ROE	8.65%	52W High	75.25 -2.51%	Perf Year	17.38%
Cash/sh	0.69	P/FCF	-	EPS past 3/5Y	4.06% 5.15%	ROIC	3.92%	52W Low	52.28 40.32%	Perf 3Y	-8.63%
Dividend Est.	3.15 (4.30%)	EV/EBITDA	10.62	Sales past 3/5Y	3.30% 8.75%	Gross Margin	30.13%	Volatility	3.07% 2.40%	Perf 5Y	-13.87%
Dividend TTM	3.01 (4.10%)	EV/Sales	4.23	EPS Y/Y TTM	97.95%	Oper. Margin	22.06%	ATR (14)	1.74	Perf 10Y	37.10%
Dividend Ex-Date	Mar 05, 2026	Quick Ratio	0.64	Sales Y/Y TTM	13.83%	Profit Margin	12.49%	RSI (14)	68.90	Recom	2.76
Dividend Gr. 3/5Y	5.68% 5.81%	Current Ratio	0.71	EPS Q/Q	466.51%	SMA20	5.42%	Beta	0.77	Target Price	72.50
Payout	66.03%	Debt/Eq	1.86	Sales Q/Q	13.42%	SMA50	7.34%	Rel Volume	1.61	Prev Close	70.32
Employees	10730	LT Debt/Eq	1.69	Earnings	Feb 12 AMC	SMA200	9.33%	Avg Volume	2.69M	Price	73.36
IPO	Feb 20, 1967	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.59% 24.18%	Trades		Volume	4,279,062	Change	4.32%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-24-25	Upgrade	Janney	Neutral → Buy
Nov-20-25	Downgrade	Mizuho	Outperform → Neutral	$68
Nov-19-25	Downgrade	Wells Fargo	Overweight → Equal Weight	$63
Nov-06-25	Downgrade	UBS	Buy → Neutral	$78
Oct-28-25	Initiated	Wells Fargo	Overweight	$79
Oct-21-25	Upgrade	BofA Securities	Neutral → Buy	$85
Oct-16-25	Initiated	TD Cowen	Hold	$76
Oct-13-25	Downgrade	Janney	Buy → Neutral
Apr-10-25	Downgrade	JP Morgan	Neutral → Underweight	$58
Dec-12-24	Downgrade	Scotiabank	Sector Perform → Sector Underperform	$66 → $56
Dec-03-24	Initiated	Jefferies	Underperform	$52
Jun-25-24	Upgrade	BofA Securities	Underperform → Neutral	$61
Apr-10-24	Initiated	Goldman	Buy	$73
Apr-04-24	Upgrade	UBS	Neutral → Buy	$62 → $67
Feb-15-24	Upgrade	Mizuho	Neutral → Buy	$54 → $62
Jan-22-24	Upgrade	Guggenheim	Neutral → Buy	$72
Nov-07-23	Downgrade	Evercore ISI	Outperform → In-line	$84 → $65
Oct-16-23	Downgrade	Scotiabank	Sector Outperform → Sector Perform	$60
Oct-13-23	Downgrade	Guggenheim	Buy → Neutral	$60
Aug-23-23	Initiated	Barclays	Equal Weight	$72

Show Previous Ratings

Feb-13-26 04:25PM	Analyst Report: Eversource Energy (Morningstar Research)
04:01PM	Eversource Energy (ES) Q4 2025 Earnings Call Highlights: Strong Financial Performance and ... (GuruFocus.com)
12:29PM	Eversource Energy Q4 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
11:22AM	Eversource Energy Q4 Earnings Call Highlights (MarketBeat)
08:30AM	Eversource Energy Q4 2025 Earnings Call Summary (Moby)
05:25PM	Loading…
Feb-12-26 05:25PM	Eversource Energy (ES) Beats Q4 Earnings Estimates (Zacks)
04:43PM	Eversource: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Eversource Energy Reports Full-Year & Fourth Quarter 2025 Results (Business Wire)
10:16AM	Entergy Gears Up to Report Q4 Earnings: Here's What You Need to Know (Revised) (Zacks)
Feb-10-26 10:06AM	Entergy Gears Up to Report Q4 Earnings: Here's What You Need to Know (Zacks)
10:00AM	Earnings Preview: FirstEnergy (FE) Q4 Earnings Expected to Decline (Zacks)
09:15AM	What Analyst Projections for Key Metrics Reveal About Eversource (ES) Q4 Earnings (Zacks)
09:04AM	Ameren to Release Q4 Earnings: What's in Store for the Stock? (Zacks)
08:55AM	PG&E to Report Q4 Earnings: What's in the Cards for the Stock? (Zacks)
Feb-09-26 11:47AM	Eversource to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
09:00AM	Loading…
09:00AM	Exelon to Release Q4 Earnings: Here's What You Need to Know (Zacks)
Feb-06-26 08:37AM	Duke Energy to Release Q4 Earnings: How to Approach the Stock Now? (Zacks)
Feb-05-26 10:00AM	Eversource Energy (ES) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
07:26AM	Eversource Stock: Analyst Estimates & Ratings (Barchart)
Feb-04-26 09:07AM	NiSource to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
Feb-03-26 10:44AM	Xcel Energy to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
08:29AM	Eversource Energy (ES) Positions for Long-Term Growth With Utility Investments (Insider Monkey)
Jan-29-26 12:10PM	Will Eversource (ES) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:42AM	Eversource Energy (ES) Raises its Quarterly Dividend to $0.7875 per Share (Insider Monkey)
Jan-27-26 04:15PM	Eversource Energy Increases Common Dividend (Business Wire)
Jan-22-26 04:15PM	Eversource Energy Schedules Fourth Quarter Earnings Call (Business Wire)
Jan-19-26 05:00AM	Nike Stock Could Join an Exclusive Club. What to Know About the 'Dividend Aristocrats' (Investopedia)
Jan-18-26 06:50PM	Analyst Report: Eversource Energy (Morningstar Research)
Jan-15-26 11:26AM	Analyst Report: Eversource Energy (Morningstar Research)
Jan-14-26 06:51AM	Eversource Energy Earnings Preview: What to Expect (Barchart)
03:42PM	Loading…
Jan-07-26 03:42PM	UBS Trims Eversource (ES) Target but Sees Constructive Regulatory Progress (Insider Monkey)
Dec-26-25 09:50AM	Here's Why Eversource Energy (ES) is a Strong Momentum Stock (Zacks)
Dec-23-25 11:54AM	Trump stops offshore wind projects. 'The pause could last weeks to months,' analysts warn. (MarketWatch)
08:45AM	Eversource Energy to Benefit From Strategic Infrastructure Investments (Zacks)
Dec-22-25 12:00PM	Offshore wind stocks slide after US suspends East Coast project leases (Investing.com)
Dec-20-25 06:41AM	Analyst Trims Price Target on Eversource Energy (ES) Amid Model Updates in the Utilities Sector (Insider Monkey)
Dec-16-25 09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Dec-11-25 07:23AM	How Is Eversource Energy Stock Performance Compared to Other Utility Stocks? (Barchart)
Dec-03-25 04:15PM	Eversource Energy Declares Common Dividend (Business Wire)
Nov-25-25 09:40AM	Here's Why Eversource Energy (ES) is a Strong Value Stock (Zacks)
Nov-22-25 11:08PM	Eversource Energy (ES) Dealt a Blow by Connecticut Regulators (Insider Monkey)
Nov-21-25 04:35PM	Eversource Statement on Next Steps Following Aquarion Decision (Business Wire)
12:42PM	Why Eversource Energy Stock Was Wilting This Week (Motley Fool)
Nov-20-25 09:40AM	Astera initiated, Nasdaq upgraded: Wall Street's top analyst calls (The Fly)
09:21AM	Here Are Thursdays Top Wall Street Analyst Research Calls: AON, Apollo Global, Bullish, Jack Henry, Marsh & McClennan, Nasdaq, NVIDIA, and More (24/7 Wall St.)
Nov-19-25 07:14PM	Analyst Report: Eversource Energy (Morningstar Research) -12.45%
12:12PM	Top Stock Movers Now: Lowe's, Nvidia, Alphabet, Plug Power, and More (Investopedia)
Nov-15-25 03:26AM	Eversource Energy (ES) Price Target Raised by Goldman Sachs (Insider Monkey)
Nov-12-25 07:00AM	Sick of hearing about the AI trade? BofA offers 16 hot stock picks that go far beyond tech. (MarketWatch)
Nov-11-25 08:26AM	BofA lists 16 stock opportunities away from AI (Investing.com)
Nov-10-25 09:50AM	Why Eversource Energy (ES) is a Top Momentum Stock for the Long-Term (Zacks)
Nov-06-25 07:57PM	Do Wall Street Analysts Like Eversource Energy Stock? (Barchart)
09:40AM	Here's Why Eversource Energy (ES) is a Strong Value Stock (Zacks)
Nov-05-25 04:03PM	Eversource Energy (ES) Q3 2025 Earnings Call Highlights: Strategic Progress Amid Regulatory ... (GuruFocus.com)
01:09PM	Analyst Report: Eversource Energy (Morningstar Research)
11:12AM	Eversource Energy Q3 Earnings Beat Estimates, '25 EPS View Narrowed (Zacks)
Nov-04-25 08:56PM	Eversource Swings to $367M Profit as Transmission and Distribution Earnings Rise (Oilprice.com)
05:30PM	Eversource Energy (ES) Surpasses Q3 Earnings Estimates (Zacks)
04:33PM	Eversource: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Eversource Energy Reports Third Quarter 2025 Results (Business Wire)
12:21AM	Wells Fargo Starts Coverage on Eversource (ES) With Overweight Rating and $79 Price Target (Insider Monkey)
Oct-31-25 11:08AM	Exelon to Release Q3 Earnings: What's in the Cards for the Stock? (Zacks)
10:17AM	Sempra Energy to Release Q3 Earnings: What's in Store for the Stock? (Zacks)
Oct-30-25 04:57AM	Mizuho Turns More Bullish on Eversource Energy (ES), Sees Greater Clarity on the Company's Projects (Insider Monkey)
Oct-29-25 12:35PM	AES to Release Q3 Earnings: Here's What You Need to Know (Zacks)
10:10AM	Pinnacle West Capital to Post Q3 Earnings: What's in the Cards? (Zacks)
10:00AM	PPL (PPL) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-28-25 11:17AM	Dominion Energy to Post Q3 Earnings: What to Expect for the Stock? (Zacks)
10:00AM	Eversource Energy (ES) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
08:50AM	Xcel Energy to Post Q3 Earnings: What's in the Cards for the Stock? (Zacks)
Oct-27-25 11:49AM	NiSource to Release Q3 Earnings: Here's What You Need to Know (Zacks)
09:22AM	DTE Energy to Release Q3 Earnings: What's in Store for the Stock? (Zacks)
Oct-25-25 12:59AM	Jeffries Raises Price Target for Eversource Energy (ES) (Insider Monkey)
Oct-24-25 06:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
10:22AM	American Electric Power to Post Q3 Earnings: What's in Store? (Zacks)
Oct-23-25 09:48AM	Entergy Gears Up to Report Q3 Earnings: Here's What to Expect (Zacks)
07:56AM	Edison International to Post Q3 Earnings: Here's What to Expect (Zacks)
Oct-21-25 12:00PM	PG&E to Report Q3 Earnings: What's in the Cards for the Stock? (Zacks)
09:32AM	Goldman downgraded, Coinbase initiated: Wall Street's top analyst calls (The Fly)
08:57AM	CenterPoint Energy to Post Q3 Earnings: What's in Store for the Stock? (Zacks)
Oct-20-25 12:16PM	Goldman Sachs Reveals Sectors With Top 2026 Payouts: 5 Strong Buys (24/7 Wall St.)
Oct-17-25 05:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Oct-16-25 08:09AM	What You Need To Know Ahead of Eversource Energy's Earnings Release (Barchart)
Oct-15-25 04:15PM	Eversource Energy Schedules Third Quarter Earnings Call (Business Wire)
Oct-14-25 09:54PM	Analyst Report: Eversource Energy (Morningstar Research)
06:45AM	Eversource Energy Provides Update on Offshore Wind Liability (Business Wire)
Oct-13-25 08:03PM	Eversource Energy's (ES) Stability and Growth Strategy Power its Dividend Performance (Insider Monkey)
Oct-01-25 07:28PM	Analyst Report: Eversource Energy (Morningstar Research)
Sep-24-25 02:46PM	Analyst Report: Eversource Energy (Morningstar Research)
Sep-19-25 09:45AM	Here's Why Eversource Energy (ES) is a Strong Growth Stock (Zacks)
Sep-18-25 05:23AM	Eversource Energy Stock: Is ES Underperforming the Utilities Sector? (Barchart)
Sep-17-25 05:12AM	Eversource faces financial risk over Trump administrations offshore wind stop-work order: Fitch (Utility Dive)
Sep-16-25 09:50AM	Here's Why Eversource Energy (ES) is a Strong Momentum Stock (Zacks)
Sep-15-25 09:40AM	Why Eversource Energy (ES) is a Top Value Stock for the Long-Term (Zacks)
Sep-11-25 05:39PM	Eversource Energy Declares Common Dividend (Business Wire)
Aug-28-25 09:45AM	Why Eversource Energy (ES) is a Top Growth Stock for the Long-Term (Zacks)
Aug-27-25 09:40AM	Here's Why Eversource Energy (ES) is a Strong Value Stock (Zacks)
Aug-25-25 08:32PM	Analyst Report: Eversource Energy (Morningstar Research)
01:35PM	Orsted Stock Plunges After White House's Offshore Wind Project Shutdown. It Isn't the Only One Exposed. (Barrons.com)
Aug-17-25 05:00PM	Energy Dividend Aristocrats Shine Amid Market Uncertainty (Oilprice.com)

Eversource Energy engages in the generation, transmission, and distribution of natural gas and electricity. It operates through the following segments: Electric Distribution, Electric Transmission, Natural Gas Distribution, Water Distribution, and Other. The Electric Distribution segment distributes electricity to retail customers. The Electric Transmission segment owns and maintains transmission facilities through CL&P, NSTAR Electric, PSNH, and WMECO. The Natural Gas Distribution segment transmits and distributes natural gas to retail customers. The Water Distribution segment operates five separate regulated water utilities in Connecticut, Massachusetts, and New Hampshire. The company was founded on July 1, 1966, and is headquartered in Springfield, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BUTLER GREGORY B	Executive VP & General Counsel	Nov 12 '25	Sale	73.08	5,000	365,400	56,674	Nov 13 04:05 PM
BUTLER GREGORY B	Officer	Nov 12 '25	Proposed Sale	73.08	5,000	365,400		Nov 12 12:30 PM
Hunt James W III	EVP-Corp Rel & Sustainability	Nov 07 '25	Sale	72.77	4,129	300,489	32,415	Nov 10 04:50 PM
Hunt James W III	Officer	Nov 07 '25	Proposed Sale	72.76	4,130	300,490		Nov 07 03:46 PM
Conner Penelope M	EVP-Cust Exp & Energy Strategy	Aug 29 '25	Sale	64.50	1,850	119,325	7,374	Sep 02 04:32 PM
Conner Penelope M	EVP-Cust Exp & Energy Strategy	Aug 28 '25	Sale	64.26	1,850	118,887	9,224	Sep 02 04:32 PM
Conner Penelope M	Officer	Aug 29 '25	Proposed Sale	64.50	1,850	119,325		Aug 29 10:20 AM
Conner Penelope M	Officer	Aug 28 '25	Proposed Sale	64.26	1,850	118,887		Aug 28 04:40 PM
Keane Loretta D.	Trustee	Aug 22 '25	Buy	66.07	3,780	249,739	12,033	Aug 26 02:09 PM
Conner Penelope M	EVP-Cust Exp & Energy Strategy	May 20 '25	Sale	64.00	2,600	166,400	10,988	May 22 02:30 PM
Conner Penelope M	Officer	May 20 '25	Proposed Sale	64.00	2,600	166,400		May 20 11:28 AM
DiStasio James S	Former Director	Mar 31 '25	Proposed Sale	62.20	8,200	510,071		Mar 31 04:44 PM
BUTLER GREGORY B	Executive VP & General Counsel	Feb 28 '25	Sale	62.68	12,000	752,148	61,268	Mar 03 03:32 PM
BUTLER GREGORY B	Officer	Feb 28 '25	Proposed Sale	62.68	12,000	752,151		Feb 28 05:19 PM
CLEVELAND COTTON M	Trustee	Feb 26 '25	Sale	63.50	7,749	492,062	75,838	Feb 28 04:25 PM
Conner Penelope M	EVP-Cust Exp & Energy Strategy	Feb 26 '25	Sale	63.63	1,000	63,630	13,501	Feb 28 04:22 PM
Conner Penelope M	Officer	Feb 26 '25	Proposed Sale	63.63	1,000	63,630		Feb 26 04:14 PM
CLEVELAND COTTON M	Director	Feb 26 '25	Proposed Sale	63.50	7,749	492,062		Feb 26 03:28 PM
BUTH JAY S.	VP, Controller, Chief Acct Off	Feb 21 '25	Sale	62.99	980	61,735	24,374	Feb 24 06:22 PM
FORRY LINDA DORCENA	Trustee	Feb 20 '25	Sale	63.05	1,000	63,050	10,995	Feb 21 04:24 PM
BUTH JAY S.	Officer	Feb 21 '25	Proposed Sale	62.99	980	61,735		Feb 21 12:49 PM
Williams Frederica M	Trustee	Feb 19 '25	Sale	62.26	3,092	192,508	22,671	Feb 20 06:03 PM
FORRY LINDA DORCENA	Trustee	Feb 18 '25	Sale	60.76	2,092	127,110	11,995	Feb 20 06:00 PM
FORRY LINDA DORCENA	Director	Feb 20 '25	Proposed Sale	63.05	1,000	63,050		Feb 20 02:23 PM
Williams Frederica M	Director	Feb 19 '25	Proposed Sale	62.26	3,092	192,508		Feb 19 12:47 PM
FORRY LINDA DORCENA	Director	Feb 18 '25	Proposed Sale	60.76	2,092	127,110		Feb 18 04:03 PM

CLMT

Calumet Inc

ES

Eversource Energy

Upgrade your FINVIZ experience