| Profitability | 44/100 |
| Growth | 49/100 |
| Momentum | 79/100 |
| Quality | 62/100 |
| Earnings Quality | 81/100 |
| Balance Sheet | 24/100 |
| Value | 55/100 |
| Risk (safety) | 15/100 |
| Overall | 37.7/100 |
| Symbol | IS Score |
|---|---|
| LNT | 37 |
| EIX | 47 |
| CMS | 37 |
| DTY | 43 |
| ES | 42 |
| PPL | 43 |
| EVRG | 38 |
These two disagree — business quality 38, price structure 84 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 37.7 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 37 → 33 → 36 → 38 | the direction matters more than the level |
| Technical vote share back above 50% | now 91% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 943 → now 943 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 943 | 220.9M | $18.5B | 95.7% |
| 2026 Q1 | 918 | 214.5M | $17.2B | 92.9% |
| 2025 Q4 | 922 | 212.6M | $15.1B | 92.1% |
| 2025 Q3 | 851 | 214.7M | $16.0B | 93.0% |
| 2025 Q2 | 820 | 206.9M | $14.0B | 89.6% |
| 2025 Q1 | 820 | 202.0M | $13.7B | 87.5% |
| 2024 Q4 | 774 | 204.6M | $12.3B | 88.6% |
| 2024 Q3 | 717 | 201.3M | $12.0B | 87.2% |
| 2024 Q2 | 699 | 195.6M | $10.3B | 84.7% |
| 2024 Q1 | 692 | 195.4M | $10.3B | 84.6% |
| 2023 Q4 | 706 | 199.7M | $10.2B | 86.5% |
| 2023 Q3 | 659 | 191.3M | $9.2B | 82.8% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Caisley Charles A. | EVP & CHIEF CUST OFFCR | 2026-10-07 | EXERCISE | 1,764 | — | 38,355 |
| Caisley Charles A. | EVP & CHIEF CUST OFFCR | 2026-10-07 | TAX W/H | 787 | $0.06M | 37,568 |
| Caisley Charles A. | EVP & CHIEF CUST OFFCR | 2026-10-07 | EXERCISE | 1,764 | — | 26,201 |
| Wilder C John | director | 2026-10-01 | A-Award | 447 | — | 30,170 |
| Rolph Jonathan D | director | 2026-10-01 | A-Award | 383 | — | 7,783 |
| Buckler William Bryan | EVP - Chief Financial Officer | 2026-10-01 | EXERCISE | 15,880 | — | 25,431 |
| Buckler William Bryan | EVP - Chief Financial Officer | 2026-10-01 | TAX W/H | 5,999 | $0.47M | 19,432 |
| Buckler William Bryan | EVP - Chief Financial Officer | 2026-10-01 | EXERCISE | 15,880 | — | 13,610 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 10 | 22,883 | $1.9M | Counted |
| P — Open-market purchases | 7 | 1,640 | $0.1M | Counted |
| M — Exercises (paired A/D) | 12 | 61,002 | — | None — mechanics |
| F — Tax withholding | 20 | 59,581 | $5.0M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-06-15 | Caisley Charles A. | 11,985 | $1.0M |
| 2026-05-28 | Financial Counselors Inc | 1,961 | $0.2M |
| 2026-03-12 | Charles King | 2,440 | $0.2M |
| 2026-02-25 | Murtlow Ann D. | 2,847 | $0.2M |
| Trailing 12 mo | 5 filings | 27,233 | $2M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-07-31 | SCHEDULE 13G/A | Vanguard Portfolio Management | 4.94% | 11.4M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.38% | 17.0M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Dan Newhouse | House | SELL | $1,001 - $15,000 | 2025-04-11 | 2025-05-19 |
| Daniel Milton Newhouse | House | SELL | $1,001 - $15,000 | 2025-04-10 | 2025-05-16 |
| John Rutherford | House | SELL | $1,001 - $15,000 | 2022-03-16 | 2022-04-19 |
| Manager | Shares | Value |
|---|---|---|
| Wedge Capital Management L L P/Nc | 172,019 | $13M |
| Assenagon Asset Management S.A. | 169,200 | $13M |
| First Citizens Bank & Trust Co | 160,579 | $13M |
| Schaper Benz & Wise Investment Cou | 138,600 | $11M |
| Viking Fund Management Llc | 100,000 | $8M |
| Ifm Investors Pty Ltd | 74,357 | $6M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $544M |
| VTI | 0.0% | $544M |
| VTSAX | 0.0% | $544M |
| VSMPX | 0.0% | $544M |
| VFFSX | 0.0% | $475M |
| VOO | 0.0% | $475M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.1M | 42 sh |
| Ubsa Ubs Ats | 1.7M | 38 sh |
| Ebxl Level Ats | 1.4M | 20 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.2M | 39 sh |
| Sgmt Sigma X2 | 1.1M | 43 sh |
| Pure Purestream | 0.6M | 25 sh |
Moat score 36/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| David A. Campbell | Chief Executive Officer, President & Chairman of the Board |
| W. Bryan Buckler | Executive Vice President & Chief Financial Officer |
| Charles A. Caisley | Executive Vice President of Utility Operations & Chief Customer Officer |
| Cleveland O. Reasoner | Senior VP & Chief Nuclear Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +13.7% | +4.9% | -6.4% | +6.2% | +1.7% |
| Gross profit | +15.3% | -2.1% | -2.1% | +13.9% | +0.7% |
| Operating income | +18.8% | -4.0% | -3.4% | +14.7% | +3.2% |
| Net income | +42.3% | -14.4% | -2.8% | +19.4% | -2.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 5.6 | 5.9 | 5.5 | 5.8 | 5.9 | |
| Cost of revenue | 3.8 | 4.2 | 3.8 | 3.9 | 4.0 | |
| Gross profit | 1.7 | 1.7 | 1.7 | 1.9 | 1.9 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Operating income | 1.4 | 1.3 | 1.3 | 1.4 | 1.5 | |
| EBITDA | 2.3 | 2.2 | 2.4 | 2.6 | 2.7 | |
| D&A | 0.9 | 1.0 | 1.1 | 1.2 | 1.2 | |
| Pretax income | 1.0 | 0.8 | 0.8 | 0.9 | 0.9 | |
| Income tax | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | 0.9 | 0.8 | 0.7 | 0.9 | 0.9 | |
| Diluted EPS ($) | 3.83 | 3.27 | 3.17 | 3.79 | 3.66 | |
| Diluted shares (M) | 230 | 230 | 230 | 231 | 234 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.0 | 0.0 | 0.0 | 0.0 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.3 | 0.3 | 0.3 | 0.6 | |
| Total current assets | 1.8 | 1.8 | 1.8 | 1.8 | |
| PP&E (net) | 22.3 | 23.7 | 24.9 | 26.4 | |
| Goodwill + intangibles | 2.3 | 2.3 | 2.3 | 2.3 | |
| Total assets | 29.5 | 31.0 | 32.3 | 35.4 | |
| Accounts payable | 0.6 | 0.6 | 0.6 | 0.7 | |
| Short-term debt | 2.1 | 2.1 | 2.3 | 2.2 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 3.5 | 3.5 | 3.7 | 3.7 | |
| Long-term debt | 9.9 | 11.1 | 11.8 | 13.1 | |
| Total liabilities | 20.0 | 21.3 | 22.3 | 25.2 | |
| Shareholders' equity | 9.5 | 9.7 | 10.0 | 10.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.8 | 0.7 | 0.9 | 0.9 | |
| D&A | 1.0 | 1.1 | 1.2 | 1.2 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.0) | 0.1 | (0.1) | (0.1) | |
| Operating cash flow | 1.8 | 2.0 | 2.0 | 2.0 | |
| Capital expenditures | (2.2) | (2.3) | (2.3) | (2.8) | |
| Investing cash flow | (2.2) | (2.5) | (2.3) | (2.6) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (0.5) | (0.6) | (0.6) | (0.6) | |
| Debt issuance / (repay) | 0.9 | 1.1 | 0.9 | 1.1 | |
| Financing cash flow | 0.3 | 0.5 | 0.3 | 0.5 | |
| Free cash flow | (0.4) | (0.4) | (0.4) | (0.8) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 9.8% | 8.0% | 7.6% | 8.9% | 8.5% | 9% | |
| ROA | 3.2% | 2.6% | 2.4% | 2.8% | 2.5% | 2.6% | |
| ROIC | 5.9% | 5.7% | 5.5% | 5.8% | 5.6% | 4.5% | |
| Gross margin | 31.1% | 29.1% | 30.4% | 32.6% | 32.3% | 40.1% | |
| Operating margin | 24.3% | 22.3% | 23.0% | 24.8% | 25.2% | 25.9% | |
| Net margin | 15.7% | 12.8% | 13.3% | 15.0% | 14.5% | 15.3% | |
| EBITDA margin | 41.6% | 37.4% | 44.1% | 45.4% | 46.2% | 47.0% | |
| FCF margin | -11.1% | -6.2% | -6.4% | -6.1% | -12.7% | — | |
| VALUATION | |||||||
| P/E | 15.18 | 16.87 | 15.07 | 15.63 | 19.79 | 20.7 | |
| P/B | 1.44 | 1.34 | 1.14 | 1.37 | 1.66 | 1.9 | |
| P/S | 2.39 | 2.17 | 2.00 | 2.34 | 2.86 | 3.16 | |
| P/FCF | -21.51 | -34.83 | -31.15 | -38.68 | -22.53 | -13.7 | |
| EV/EBITDA | 10.58 | 11.26 | 9.99 | 10.49 | 11.92 | 12.5 | |
| EV/Revenue | 4.38 | 4.22 | 4.38 | 4.76 | 5.46 | 5.9 | |
| Earnings yield | 6.6% | 5.9% | 6.6% | 6.4% | 5.1% | 4.81% | |
| FCF yield | -4.6% | -2.9% | -3.2% | -2.6% | -4.4% | -7.32% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.55 | 0.53 | 0.51 | 0.50 | 0.49 | 0.36 | |
| Quick ratio | 0.37 | 0.33 | 0.29 | 0.27 | 0.27 | 0.21 | |
| Debt / equity | 1.21 | 1.27 | 1.36 | 1.41 | 1.51 | 1.61 | |
| Debt / assets | 39.1% | 40.8% | 42.4% | 43.6% | 43.6% | 46.7% | |
| Net debt / EBITDA | 4.81 | 5.47 | 5.43 | 5.32 | 5.68 | 5.78 | |
| Interest coverage | 3.67 | 2.99 | 2.43 | 2.61 | 2.45 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.20 | 0.20 | 0.18 | 0.18 | 0.17 | 0.17 | |
| Receivables turnover | 35.18 | -281.01 | -249.80 | -336.63 | 24.03 | 8.0 | |
| DSO (days) | 10 | -1 | -1 | -1 | 15 | 46 | |
| DPO (days) | 61 | 54 | 58 | 57 | 58 | 53 | |
| Cash conversion cycle | -0 | -1 | 10 | 18 | 35 | 79 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 13.7% | 4.9% | -6.0% | 5.7% | 1.7% | — | |
| Net income growth | 42.3% | -14.4% | -2.8% | 19.4% | -2.0% | — | |
| EPS growth | 41.0% | -14.4% | -2.9% | 19.0% | -3.3% | — | |
| FCF growth | -420.8% | 41.3% | 3.0% | 0.3% | -113.0% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.83 | 3.28 | 3.18 | 3.79 | 3.66 | 4.01 | |
| Book value / share | 40.26 | 41.32 | 42.06 | 43.17 | 43.76 | 44.50 | |
| Revenue / share | 24.33 | 25.52 | 23.98 | 25.25 | 25.34 | 26.28 | |
| FCF / share | -2.70 | -1.59 | -1.54 | -1.53 | -3.22 | -6.09 | |
| Cash / share | 0.11 | 0.11 | 0.12 | 0.10 | 0.11 | 0.09 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 0.81 | 0.76 | 0.67 | 0.75 | 0.76 | 0.8 | |
| Piotroski F-Score | 5 | 5 | 4 | 5 | 5 | 5/9 | |
| Beneish M-Score | -2.74 | -2.32 | -2.96 | -2.68 | -1.17 | -1.50 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 0.8 | Distress (<1.81) | Distress |
| Income quality | 2.12 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -1.50 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.96 |
| Interest burden | 0.60 |
| Operating margin | 26.6% |
| Asset turnover | 0.18× |
| Financial leverage | 3.38× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.74 |
| Earnings stability | 0.32 |
| Earnings persistence | 0.96 |
| Revenue CAGR 3y | 1.3% |
| EPS CAGR 3y | 6.0% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| LNT | $17.7B | 21.6 | 11% | 17.5% | +6.8% | 5/9 | +1.8% |
| EIX | $21.5B | 5.7 | 22% | 12.3% | +10.7% | 6/9 | -1.4% |
| CMS | $21.5B | 20.3 | 11% | 6.6% | +9.9% | 6/9 | -7.4% |
| DTY | $22.7B | 3.5 | 12% | 8.8% | +25.4% | 6/9 | — |
| ES | $25.2B | 17.3 | 9% | 1.8% | +7.8% | 7/9 | -5.3% |
| PPL | $26.5B | 27.6 | 9% | 10.9% | +6.7% | 6/9 | — |
| CNP | $26.7B | 23.9 | 10% | 11.3% | +7.1% | 7/9 | — |
| FE | $26.7B | 24.6 | 8% | 7.9% | +12.6% | 4/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $6.28B | $6.29B / $6.27B | $4.26 | $4.28 / $4.25 | 6 |
| FY2027 | $6.63B | $6.72B / $6.54B | $4.56 | $4.86 / $4.46 | 6 |
| FY2028 | $7.03B | $7.32B / $6.53B | $4.96 | $4.97 / $4.96 | 2 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $85.00 | +2.0% | 2 |
| Last Quarter | $89.00 | +6.8% | 3 |
| Last Year | $87.24 | +4.7% | 17 |
| All Time | $80.13 | -3.8% | 32 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $79.90 | +3.40 | +4.26% | Above |
| SMA 50 | $80.98 | +2.32 | +2.86% | Above |
| SMA 200 | $81.40 | +1.90 | +2.33% | Above |
| EMA 9 | $81.56 | +1.74 | +2.13% | Above |
| EMA 21 | $80.81 | +2.49 | +3.08% | Above |
| EMA 50 | $81.17 | +2.13 | +2.62% | Above |
| EMA 200 | $80.30 | +3.00 | +3.74% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $82.26 / $83.07 / $84.56 | S1 / S2 | $80.77 / $79.96 |
| Bollinger (20,2) | $76.65 – $83.15 | Squeeze | Off |
| 52-wk range | $71.41 – $88.62 | Off 52-wk high | -6.0% |
| ATR (14) | $1.31 (1.6%) | Historical vol | 13.7% |
| Computed from live weekly prices | EVRG | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.14% | 1.83% |
| Best / worst week (1y) | +5.1% / -5.6% | — |
| Max drawdown (5y, monthly) | -35.4% | — |
| 1-week VaR (95%) | -4.1% | — |
| Beta (5y) | 0.51 | 1.00 |
| Reading | EVRG | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +21.7 | -9.5 | -13.6 | -20.5 |
| Trend | +40.8 | -2.4 | -17.2 | -21.3 |
| Momentum | +49.0 | +7.1 | -4.2 | -15.8 |
| Volume | +40.0 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Mr. David A. Campbell Chairman, President an | $9.5M | 88% equity+incentive |
| Mr. Charles A. Caisley Executive Vice Presid | $3.1M | 73% equity+incentive |
| Mr. W. Bryan Buckler Executive Vice Presiden | $3.1M | 72% equity+incentive |
| Mr. Cleveland O. Reasoner III Senior Vice Pr | $2.5M | 65% equity+incentive |
| Ms. Heather A. Humphrey Senior Vice Presiden | $2.2M | 62% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 68 |
| Social | 76 |
| Governance | 64 |
| Composite ESG | 69 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-16 | Other Events; Exhibits | 8.01,9.01 |
| 2026-08-24 | Termination of Agreement; Other Events; Exhibits | 1.02,8.01,9.01 |
| 2026-08-06 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-07-01 | Other Events; Exhibits | 8.01,9.01 |
| 2026-07-01 | Material Agreement; Termination of Agreement; Financial Obligation; Ex | 1.01,1.02,2.03,9.01 |
| 2026-05-07 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-03-10 | Other Events; Financial Statements and Exhibits | 8.01,9.01 |
| 2026-02-11 | Entry into Material Definitive Agreement; Termination of Material Defi | 1.01,1.02,2.03,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-05 to 2026-08-06 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 35 rows · 2016 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-09-11 to 2026-10-07 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2026-03-26 to 2026-07-31 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.