NRG ENERGY ($NRG) posted quarterly earnings results for Q4 2025 on Tuesday, February 24th. The company reported earnings of $1.03 per share, beating estimates of $1.00 by $0.03. The company also reported revenue of $7,753,000,000, beating estimates of $6,406,661,966 by $1,346,338,034.
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 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 $NRG stock by insiders over the last 6 months:
- 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) sold 20,000 shares for an estimated $3,276,400
- BRUCE CHUNG (EVP & CFO) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $3,148,134.
- DAK LIYANEARACHCHI (Exec VP, Chief Technology Ofc.) sold 10,672 shares for an estimated $1,654,160
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NRG ENERGY Hedge Fund Activity
We have seen 519 institutional investors add shares of NRG ENERGY stock to their portfolio, and 585 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
- BANCO SANTANDER, S.A. removed 2,206,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $357,261,700
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NRG ENERGY Government Contracts
We have seen $122,500 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: $122,500
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 2 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
- Wells Fargo issued a "Overweight" rating on 10/28/2025
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 7 analysts offer price targets for $NRG in the last 6 months, with a median target of $202.0.
Here are some recent targets:
- 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
- James Thalacker from BMO Capital set a target price of $195.0 on 11/07/2025
- Stephen Byrd from Morgan Stanley set a target price of $144.0 on 10/28/2025
- Angie Storozynski from Seaport Global set a target price of $202.0 on 10/08/2025
- Andrew Weisel from Scotiabank set a target price of $212.0 on 09/22/2025
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.
