Eversource Energy (ES) reported second-quarter 2026 GAAP earnings of $53.7 million, or $0.14 per diluted share, compared with $352.7 million, or $0.96 per share, in the second quarter of 2025.
The company said GAAP results included charges tied to the June 30 sale of Aquarion Water Company and an increase in its offshore wind contingent liability. Eversource reaffirmed its 2026 non-GAAP recurring earnings guidance of $4.57 to $4.72 per share.
- Second-quarter non-GAAP recurring earnings totaled $329.1 million, or $0.87 per share.
- First-half 2026 GAAP earnings were $660.5 million, or $1.75 per share, compared with $903.5 million, or $2.45 per share, a year earlier.
- Second-quarter GAAP results included a $111.4 million after-tax charge related to the Aquarion sale and a $164.0 million after-tax offshore wind charge.
- Eversource completed the Aquarion Water divestiture on June 30, 2026.
- The company said it serves more than 4 million electric and natural gas customers in Connecticut, Massachusetts and New Hampshire.
$ES Insider Trading Activity
$ES insiders have traded $ES stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ES stock by insiders over the last 6 months:
- JOHN Y KIM has made 0 purchases and 3 sales selling 18,339 shares for an estimated $1,354,942.
- JOHN M. MOREIRA (EVP, CFO and Treasurer) sold 7,800 shares for an estimated $576,420
- GREGORY B BUTLER (Executive VP & General Counsel) sold 7,000 shares for an estimated $489,159
- COTTON M CLEVELAND sold 2,581 shares for an estimated $193,239
- FREDERICA M WILLIAMS sold 2,581 shares for an estimated $189,238
- PENELOPE M CONNER (EVP-Cust Exp & Energy Strategy) sold 1,400 shares for an estimated $105,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ES Hedge Fund Activity
We have seen 527 institutional investors add shares of $ES stock to their portfolio, and 384 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 4,623,869 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $320,341,644
- DEUTSCHE BANK AG\ removed 3,824,482 shares (-71.6%) from their portfolio in Q1 2026, for an estimated $264,960,112
- AQR CAPITAL MANAGEMENT LLC added 2,023,800 shares (+105.4%) to their portfolio in Q1 2026, for an estimated $140,208,864
- GEODE CAPITAL MANAGEMENT, LLC added 1,665,379 shares (+17.3%) to their portfolio in Q1 2026, for an estimated $115,377,457
- CITADEL ADVISORS LLC removed 1,600,729 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $110,898,505
- MITSUBISHI UFJ TRUST & BANKING CORP removed 1,556,086 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $107,805,638
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 1,275,334 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $88,355,139
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
