EVERSOURCE ENERGY — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Eversource reported Q3 2026 non-GAAP EPS of $0.92, down $0.27 from $1.19 YoY, driven by FERC ROE reduction (9.57% from 10.57%, costing ~$0.12/share refund), Aquarion water sale charge ($0.30/share), offshore wind liability increase ($0.20/share), and higher interest/depreciation. 9M 2026 non-GAAP EPS $3.52 vs. $3.64 prior year. Company narrowed full-year 2026 guidance to $4.62–$4.70/share (midpoint $4.66) from prior $4.52–$4.72, yet reaffirms 5–7% long-term growth through 2030. Share count ~377M.
Why this rating
Regulatory headwind (FERC ROE cut) permanent; asset sales and contingencies are one-time but collectively material. Guidance cut modest; long-term growth maintained. ~0.5% of market cap impacted by Q3 miss; operational core stable.
See more from November 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.