National Grid: Superb Returns From Undervaluation
National Grid remains a "buy," with a raised price target, reflecting strong fundamentals and solid regulatory visibility. NGG's recent performance includes robust EBIT and EPS growth, well-covered dividends, and successful synergy realization despite a dilutive rights issue. Regulatory risks, especially in the US, and limited upside, due to valuation stretch warrant caution and careful position management going forward.
National Grid plc (NGG) Q2 2026 Earnings Call Transcript
National Grid plc ( NGG ) Q2 2026 Earnings Call November 6, 2025 4:15 AM EST Company Participants Angela Broad - Director of Investor Relations John Pettigrew - CEO & Executive Director Zoe Yujnovich Andrew Agg - CFO & Executive Director Conference Call Participants Pavan Mahbubani - JPMorgan Chase & Co, Research Division Sarah Lester - Morgan Stanley, Research Division Mark Freshney - UBS Investment Bank, Research Division Dominic Nash - Barclays Bank PLC, Research Division Ahmed Farman - Jefferies LLC, Research Division Harry Wyburd - BNP Paribas, Research Division James Brand - Deutsche Bank AG, Research Division Deepa Venkateswaran - Sanford C. Bernstein & Co., LLC.
National Grid: Undervalued And Overlooked, But Not Underpowered
National Grid plc is positioned as a "toll bridge" utility, offering stable, inflation-protected returns through critical infrastructure investments in the UK and US. NGG is executing a massive £60 billion investment plan to double UK grid capacity, support renewables, and drive 6-8% EPS growth with inflation-linked dividends. The key near-term catalyst is Ofgem's December decision on allowed returns; a rate above 6% could trigger a positive rerating for NGG shares.
All You Need to Know About National Grid (NGG) Rating Upgrade to Strong Buy
National Grid (NGG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Reasons to Include National Grid Stock in Your Portfolio Right Now
NGG's strong earnings outlook, $69B investment plan and 5.77% dividend yield make it a standout in the utility sector.
Best Income Stocks to Buy for August 13th
NGG, RL and RGLD made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 13, 2025.
National Grid: Strong Fundamentals
I maintain my Buy rating on National Grid due to strong fundamentals, robust growth prospects, and a secure dividend yield of 4.5%. The £60 billion five-year capital investment plan, focused on UK and US networks, underpins future earnings and asset base growth. Regulatory risks exist, but the political environment is stable, and National Grid is well-positioned for the UK's clean energy transition.
Why National Grid Stock Deserves a Spot in Your Portfolio Right Now
NGG is a strong investment choice, given its earnings growth estimates, consistent capital spending plan and large-scale renewable energy projects.
National Grid (NGG) Upgraded to Strong Buy: What Does It Mean for the Stock?
National Grid (NGG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Are Utilities Stocks Lagging National Grid Transco (NGG) This Year?
Here is how National Grid (NGG) and Grupo Televisa (TV) have performed compared to their sector so far this year.
National Grid: The Dividend Still Looks Unsafe Long Term
National Grid's monopoly status attracts investors, but I see the shares as overvalued with a risky long-term dividend outlook after this year's cut. The recent dividend cut—masked by management as a 'rebased' increase—confirms my concerns about the sustainability of payouts amid heavy capex and debt. Despite a rights issue and rising share price, National Grid's cash flows remain weak relative to its massive capital needs and ongoing debt obligations.
Here's Why You Must Add National Grid Stock to Your Portfolio Now
NGG is a solid investment pick due to its earnings growth projections, systematic capital expenditure plan and large-scale renewable energy projects.
