Entergy's strong performance is driven by surging industrial demand, AI data center growth, and expanded cap-ex plans, supporting robust EPS growth. The company benefits from favorable regulatory changes and new contracts, especially in Arkansas and Louisiana, enhancing its long-term growth outlook. While Entergy's fundamentals justify its recent outperformance, the current valuation already reflects much of its growth potential, warranting a hold rating.
I am upgrading Entergy to a buy due to its robust capital plan and strong 2027-2028 demand outlook, supporting a positive valuation. Entergy's expanded $40B capital plan, major data center projects, and green energy investments are set to drive industrial volume and revenue growth. Valuation analysis shows ETR is undervalued by 35.66% versus peers, with EPS expected to grow at a CAGR above 8% through 2028.
Entergy Corporation (NYSE:ETR ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Andrew S. Marsh - Chairman of the Board & CEO Kimberly A.
![]() ETR In 3 days Announced | Quarterly | $0.6 Per Share |
![]() ETR 3 months ago Paid | Quarterly | $0.6 Per Share |
![]() ETR 6 months ago Paid | Quarterly | $0.6 Per Share |
![]() ETR 8 months ago Paid | Quarterly | $0.6 Per Share |
![]() ETR 11 months ago Paid | Quarterly | $0.56 Per Share |
30 Oct 2025 (In 2 months) Date | | 1.38 Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | 1.53 Cons. EPS | - EPS |
30 Jul 2025 Date | | 0.98 Cons. EPS | 1.05 EPS |
22 Apr 2025 Date | | 0.67 Cons. EPS | - EPS |
![]() ETR In 3 days Announced | Quarterly | $0.6 Per Share |
![]() ETR 3 months ago Paid | Quarterly | $0.6 Per Share |
![]() ETR 6 months ago Paid | Quarterly | $0.6 Per Share |
![]() ETR 8 months ago Paid | Quarterly | $0.6 Per Share |
![]() ETR 11 months ago Paid | Quarterly | $0.56 Per Share |
30 Oct 2025 (In 2 months) Date | | 1.38 Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | 1.53 Cons. EPS | - EPS |
30 Jul 2025 Date | | 0.98 Cons. EPS | 1.05 EPS |
22 Apr 2025 Date | | 0.67 Cons. EPS | - EPS |
Regulated Electric Industry | Utilities Sector | Andrew S. Marsh CEO | NYSE Exchange | 29364G103 Cusip |
US Country | 12,000 Employees | 13 Aug 2025 Last Dividend | 13 Dec 2024 Last Split | 1 Jun 1972 IPO Date |
Entergy Corporation is a major player in the United States energy sector, dedicated to the production and retail distribution of electricity. Founded in 1913, the company has built a substantial electricity generation, transmission, and distribution network, serving portions of Arkansas, Louisiana, Mississippi, and Texas, including the City of New Orleans. In addition to electricity, Entergy Corporation is also involved in the distribution of natural gas. The company owns a diverse portfolio of electric generating facilities, producing energy through a variety of sources including gas, nuclear, coal, hydro, and solar. With a strong commitment to serving its community, Entergy delivers electricity to 3 million utility customers across its service territories, playing a critical role in the region's energy infrastructure.
Electricity Generation and Distribution: Entergy generates, transmits, distributes, and sells electric power in key areas of the United States. Employing a mix of gas, nuclear, coal, hydro, and solar power sources, the company supports the energy needs of millions.
Natural Gas Distribution: Beyond electricity, Entergy engages in the distribution of natural gas, catering to the heating and energy needs of homes and businesses in its service areas.
Wholesale Energy Sales: With power plants having approximately 24,000 megawatts of electric generating capacity, Entergy sells energy to a diverse group of consumers, including retail power providers, utilities, electric power cooperatives, power trading organizations, and other generation companies. This aspect of their operations highlights Entergy's vital role in the broader energy market, contributing to the stability and reliability of power supply across regions.
Decommissioning Services: Entergy also offers specialized decommissioning services to other nuclear power plant owners, leveraging its expertise in this critical area to assist in the safe and efficient decommissioning of nuclear energy facilities.