NRG ENERGY ($NRG) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $1.48 per share, missing estimates of $1.76 by $0.28. The company also reported revenue of $10,256,000,000, beating estimates of $8,583,915,260 by $1,672,084,740.
You can see Quiver Quantitative's $NRG stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NRG ENERGY Insider Trading Activity
NRG ENERGY insiders have traded $NRG stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $NRG stock by insiders over the last 6 months:
- DAVID NANUS has made 0 purchases and 2 sales selling 16,129,269 shares for an estimated $2,645,200,116.
- POWER EQUITY ADVISORS, LLC LS has made 0 purchases and 2 sales selling 16,129,269 shares for an estimated $2,645,200,116.
- BRIAN CURCI (Exec VP & General Counsel) has made 0 purchases and 2 sales selling 107,556 shares for an estimated $17,258,059.
- ROBERT J GAUDETTE (Exec VP, NRG Business) sold 45,000 shares for an estimated $7,144,200
- VIRGINIA KINNEY (Exec VP, Chief Admin Officer) has made 0 purchases and 2 sales selling 25,000 shares for an estimated $4,059,650.
- BRUCE CHUNG (EVP & CFO) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $3,148,134.
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.
NRG ENERGY Hedge Fund Activity
We have seen 542 institutional investors add shares of NRG ENERGY stock to their portfolio, and 501 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 4,916,653 shares (+178.1%) to their portfolio in Q4 2025, for an estimated $782,927,823
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,254,802 shares (-73.7%) from their portfolio in Q4 2025, for an estimated $677,534,670
- CAPITAL WORLD INVESTORS added 1,920,478 shares (+inf%) to their portfolio in Q4 2025, for an estimated $305,816,916
- BOSTON PARTNERS added 1,001,672 shares (+124.1%) to their portfolio in Q4 2025, for an estimated $159,506,249
- FMR LLC added 910,073 shares (+6.2%) to their portfolio in Q4 2025, for an estimated $144,920,024
- FRANKLIN RESOURCES INC removed 870,601 shares (-11.1%) from their portfolio in Q4 2025, for an estimated $138,634,503
- QUBE RESEARCH & TECHNOLOGIES LTD removed 804,794 shares (-60.2%) from their portfolio in Q4 2025, for an estimated $128,155,396
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.
NRG ENERGY Government Contracts
We have seen $172,500 of award payments to $NRG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NATURAL GAS SUPPLY - GRC ATF: $172,500
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
NRG ENERGY Analyst Ratings
Wall Street analysts have issued reports on $NRG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/27/2026
To track analyst ratings and price targets for NRG ENERGY, check out Quiver Quantitative's $NRG forecast page.
NRG ENERGY Price Targets
Multiple analysts have issued price targets for $NRG recently. We have seen 6 analysts offer price targets for $NRG in the last 6 months, with a median target of $195.0.
Here are some recent targets:
- Stephen Byrd from Morgan Stanley set a target price of $154.0 on 04/21/2026
- Nicholas Campanella from Barclays set a target price of $200.0 on 03/31/2026
- Steve Fleishman from Wolfe Research set a target price of $190.0 on 03/18/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $181.0 on 01/27/2026
- Shahriar Pourreza from Wells Fargo set a target price of $206.0 on 01/20/2026
- William Appicelli from UBS set a target price of $211.0 on 12/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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