BMO and UBS Lift Eversource Price Targets to $79 and $80 After Q4
BMO Capital raised its price target for Eversource to $79 from $75, maintaining a Market Perform rating, while UBS lifted its target to $80 from $75 at Neutral. Eversource reported Q4 non-GAAP EPS of $1.12 and full-year $4.76 (+4.2%), guided 2026 EPS of $4.80–$4.95, and increased dividends 5.2% to $3.01.
1. Price Target Revisions
BMO Capital raised its price target for Eversource to $79 from $75, maintaining a Market Perform rating, and UBS lifted its target to $80 from $75 at Neutral following strong Q4 performance.
2. Q4 and Full-Year 2025 Results
Eversource reported Q4 2025 non-GAAP EPS of $1.12 (GAAP $1.12) versus $1.01 non-GAAP and $0.20 GAAP in the prior-year quarter, and full-year non-GAAP EPS of $4.76 (+4.2%) with GAAP EPS of $4.05.
3. 2026 EPS Guidance and Long-Term Growth
Management guided 2026 EPS to $4.80–$4.95 and reaffirmed a long-term EPS CAGR target of 5%–7%, aiming for the upper half by 2028.
4. Dividend Increase
The company boosted its 2025 dividend by 5.2% to $3.01 per share, reflecting steady cash return to shareholders.