Entergy (ETR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
ETR's $37 billion investment plan, rising earnings and strong dividend yield fuel its standout run in the utility space.
Entergy has outperformed peers, driven by strong industrial demand, data center growth, and LNG export tailwinds, especially in Louisiana. Robust earnings growth is supported by a $37 billion capex plan, but high debt levels require ongoing equity issuance, making share price strength critical. Valuation is now rich versus peers and history, with shares offering a 3% yield and ~6% dividend growth, translating to ~9% medium-term total return potential.
Entergy Corporation (NYSE:ETR ) Q1 2025 Earnings Conference Call April 29, 2025 11:00 AM ET Company Participants Liz Hunter - Vice President-Investor Relations Drew Marsh - Chair & Chief Executive Officer Kimberly Fontan - Chief Financial Officer Conference Call Participants Constantine Lednev - Guggenheim Partners Jeremy Tonet - JPMorgan David Arcaro - Morgan Stanley Nick Campanella - Barclays Paul Fremont - Ladenburg Steve Fleishman - Wolfe Research Sophie Karp - KeyBanc Capital Markets Ryan Levine - Citi Anthony Crowdell - Mizuho Andrew Weisel - Scotiabank Travis Miller - Morningstar Operator Good morning. My name is Greg and I will be your conference operator today.
ETR's first-quarter earnings beat the Zacks Consensus Estimate by 32.3%. Its top line increases 1.9% from the year-ago quarter.
Although the revenue and EPS for Entergy (ETR) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Entergy (ETR) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.54 per share a year ago.
Entergy (ETR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Entergy (ETR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Entergy Corporation's common stock looks overvalued, but its exchange-traded baby bonds offer attractive yields and are highly rated by Moody's and S&P. Entergy's strong financial performance, stable credit ratings, and consistent dividend history make its baby bonds a safe addition to a long-duration portfolio. The company's baby bonds are undervalued compared to similar A-rated debt, presenting a compelling investment opportunity with yields of around 6.10%.
Tariff fatigue is a subtle market condition in which prolonged tariffs cause investor fatigue. This fatigue causes investors to look for and take advantage of companies that can withstand or even benefit from the tariffs.
Here is how Entergy (ETR) and Deutsche Telekom AG (DTEGY) have performed compared to their sector so far this year.