| Profitability | 51/100 |
| Growth | 43/100 |
| Momentum | 73/100 |
| Quality | 64/100 |
| Earnings Quality | 88/100 |
| Balance Sheet | 26/100 |
| Value | 52/100 |
| Risk (safety) | 15/100 |
| Overall | 36.5/100 |
| Symbol | IS Score |
|---|---|
| EVRG | 38 |
| EIX | 47 |
| CMS | 37 |
| DTY | 43 |
| PNW | 40 |
| ES | 42 |
| LNT | 37 |
These two disagree — business quality 37, price structure 80 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 36.5 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 47 → 42 → 40 → 37 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 887 → now 887 | 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 | 887 | 255.7M | $18.3B | 98.9% |
| 2026 Q1 | 860 | 239.1M | $16.0B | 92.5% |
| 2025 Q4 | 840 | 231.1M | $14.1B | 89.4% |
| 2025 Q3 | 794 | 222.7M | $14.7B | 86.2% |
| 2025 Q2 | 777 | 213.4M | $12.7B | 82.5% |
| 2025 Q1 | 777 | 208.9M | $13.1B | 80.8% |
| 2024 Q4 | 719 | 213.6M | $12.0B | 82.6% |
| 2024 Q3 | 680 | 206.4M | $12.2B | 79.8% |
| 2024 Q2 | 659 | 204.7M | $10.4B | 79.2% |
| 2024 Q1 | 632 | 203.8M | $10.2B | 78.8% |
| 2023 Q4 | 656 | 204.0M | $10.4B | 78.9% |
| 2023 Q3 | 617 | 200.4M | $9.7B | 77.5% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Allen Patrick E | director | 2026-10-09 | A-Award | 569 | — | 47,271 |
| Asthana Manu | director | 2026-10-09 | A-Award | 1,158 | — | 2,164 |
| Cortina Ignacio A | director | 2026-10-09 | A-Award | 823 | — | 11,848 |
| Cox Stephanie | director | 2026-10-09 | A-Award | 607 | — | 18,651 |
| Falotico Nancy Joy | director | 2026-10-09 | A-Award | 864 | — | 21,543 |
| Garcia Michael Dennis | director | 2026-10-09 | A-Award | 926 | — | 27,924 |
| Newport Roger K | director | 2026-10-09 | A-Award | 878 | — | 33,544 |
| Raymond Christie | director | 2026-10-09 | A-Award | 1,158 | — | 10,880 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 1 | 0 | $0.0M | Counted |
| F — Tax withholding | 1 | 1,259 | $0.1M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.54% | 19.4M sh |
| 2026-04-28 | SCHEDULE 13G | Vanguard Portfolio Management | 5.68% | 14.6M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Lisa McClain | House | SELL | $1,001 - $15,000 | 2025-08-13 | 2025-09-15 |
| Lisa C. McClain | House | SELL | $1,001 - $15,000 | 2025-08-12 | 2025-09-15 |
| David Perdue | Senate | SELL | $15,001 - $50,000 | 2015-12-17 | 2016-08-11 |
| David Perdue | Senate | SELL | $50,001 - $100,000 | 2015-12-01 | 2016-08-11 |
| David Perdue | Senate | SELL | $100,001 - $250,000 | 2015-08-17 | 2016-08-12 |
| Manager | Shares | Value |
|---|---|---|
| Godsey & Gibb, Inc | 363,732 | $23M |
| Gateway Investment Advisers Llc | 289,456 | $18M |
| Assenagon Asset Management S.A. | 112,687 | $7M |
| Thompson Investment Management, In | 85,834 | $5M |
| Ifm Investors Pty Ltd | 78,912 | $5M |
| Czech National Bank | 74,499 | $5M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $520M |
| VTI | 0.0% | $520M |
| VTSAX | 0.0% | $520M |
| VSMPX | 0.0% | $520M |
| VFINX | 0.0% | $431M |
| VOO | 0.0% | $431M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.4M | 51 sh |
| Ubsa Ubs Ats | 2.2M | 47 sh |
| Ebxl Level Ats | 1.5M | 25 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.3M | 46 sh |
| Sgmt Sigma X2 | 1.1M | 47 sh |
| Mlix Instinct X | 0.9M | 73 sh |
Moat score 40/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Lisa Barton | President, Chief Executive Officer & Director |
| Rajagopalan Sundararajan | Executive VP & Chief Strategy Officer |
| Robert J. Durian | Executive Vice President & Chief Financial Officer |
| Antonio Smyth | Executive Vice President of Power Generation and Gas Strategy |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +7.4% | +14.6% | -4.2% | -1.1% | +9.6% |
| Gross profit | +6.4% | +9.8% | +1.5% | +2.7% | -1.7% |
| Operating income | +7.4% | +16.7% | +1.6% | -6.0% | +15.7% |
| Net income | +8.0% | +1.8% | +2.5% | -1.8% | +17.4% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 3.7 | 4.2 | 4.0 | 4.0 | 4.4 | |
| Cost of revenue | 2.1 | 2.5 | 2.3 | 2.2 | 2.6 | |
| Gross profit | 1.6 | 1.7 | 1.7 | 1.8 | 1.7 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Operating income | 0.8 | 0.9 | 0.9 | 0.9 | 1.0 | |
| EBITDA | 1.5 | 1.7 | 1.8 | 1.8 | 2.0 | |
| D&A | 0.7 | 0.7 | 0.7 | 0.8 | 0.8 | |
| Pretax income | 0.6 | 0.7 | 0.7 | 0.6 | 0.7 | |
| Income tax | -0.1 | 0.0 | 0.0 | -0.1 | -0.1 | |
| Net income | 0.7 | 0.7 | 0.7 | 0.7 | 0.8 | |
| Diluted EPS ($) | 2.63 | 2.73 | 2.78 | 2.69 | 3.14 | |
| Diluted shares (M) | 251 | 251 | 253 | 257 | 258 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.0 | 0.1 | 0.1 | 0.6 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.3 | 0.3 | 0.3 | 0.5 | |
| Total current assets | 1.2 | 1.3 | 1.2 | 1.7 | |
| PP&E (net) | 16.2 | 17.2 | 18.7 | 20.3 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 20.2 | 21.2 | 22.7 | 25.8 | |
| Accounts payable | 0.8 | 0.6 | 0.5 | 0.5 | |
| Short-term debt | 1.1 | 1.3 | 1.7 | 1.2 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 2.4 | 2.3 | 2.7 | 2.1 | |
| Long-term debt | 7.7 | 8.2 | 8.7 | 11.0 | |
| Total liabilities | 13.9 | 14.5 | 15.7 | 18.5 | |
| Shareholders' equity | 6.3 | 6.8 | 7.0 | 7.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.7 | 0.7 | 0.7 | 0.8 | |
| D&A | 0.7 | 0.7 | 0.8 | 0.8 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.9) | (0.6) | (0.5) | 1.2 | |
| Operating cash flow | 0.5 | 0.9 | 1.2 | 1.2 | |
| Capital expenditures | (1.5) | (1.9) | (2.2) | (2.5) | |
| Investing cash flow | (0.9) | (1.4) | (1.5) | (1.9) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (0.4) | (0.5) | (0.5) | (0.5) | |
| Debt issuance / (repay) | 0.8 | 0.8 | 0.9 | 1.7 | |
| Financing cash flow | 0.4 | 0.6 | 0.4 | 1.2 | |
| Free cash flow | (1.0) | (1.0) | (1.1) | (1.3) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 11.5% | 11.2% | 10.8% | 10.0% | 11.3% | 11% | |
| ROA | 3.7% | 3.5% | 3.4% | 3.1% | 3.3% | 3.2% | |
| ROIC | 6.5% | 6.0% | 5.8% | 6.1% | 6.6% | 4.0% | |
| Gross margin | 42.4% | 40.6% | 43.1% | 44.7% | 40.1% | 42.0% | |
| Operating margin | 21.7% | 22.1% | 23.4% | 22.3% | 23.5% | 22.1% | |
| Net margin | 18.4% | 16.3% | 17.5% | 17.3% | 18.6% | 18.4% | |
| EBITDA margin | 42.0% | 40.1% | 44.1% | 45.1% | 46.3% | 46.7% | |
| FCF margin | -16.0% | -23.7% | -24.5% | -27.2% | -30.1% | — | |
| VALUATION | |||||||
| P/E | 20.04 | 18.28 | 17.44 | 21.35 | 20.77 | 21.6 | |
| P/B | 2.26 | 1.99 | 1.81 | 2.10 | 2.29 | 2.3 | |
| P/S | 3.68 | 2.98 | 3.05 | 3.70 | 3.86 | 4.00 | |
| P/FCF | -23.01 | -12.54 | -12.42 | -13.61 | -12.80 | -68.1 | |
| EV/EBITDA | 13.86 | 12.34 | 12.04 | 13.94 | 14.17 | 14.4 | |
| EV/Revenue | 5.82 | 5.05 | 5.39 | 6.29 | 6.56 | 6.7 | |
| Earnings yield | 5.0% | 5.5% | 5.7% | 4.7% | 4.8% | 4.63% | |
| FCF yield | -4.3% | -8.0% | -8.0% | -7.3% | -7.8% | -1.47% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.52 | 0.53 | 0.55 | 0.44 | 0.80 | 0.47 | |
| Quick ratio | 0.40 | 0.39 | 0.40 | 0.33 | 0.66 | 0.35 | |
| Debt / equity | 1.32 | 1.39 | 1.40 | 1.49 | 1.68 | 1.61 | |
| Debt / assets | 42.5% | 43.2% | 44.8% | 45.8% | 47.8% | 47.9% | |
| Net debt / EBITDA | 5.09 | 5.06 | 5.24 | 5.75 | 5.84 | 5.84 | |
| Interest coverage | 3.11 | 3.07 | 2.68 | 2.28 | 2.29 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.20 | 0.22 | 0.19 | 0.18 | 0.18 | 0.17 | |
| Receivables turnover | 47.65 | 49.17 | 37.81 | 36.53 | 24.86 | 10.5 | |
| DSO (days) | 8 | 7 | 10 | 10 | 15 | 35 | |
| DPO (days) | 70 | 87 | 109 | 95 | 72 | 89 | |
| Cash conversion cycle | -23 | -38 | -46 | -32 | -17 | -12 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 7.4% | 14.6% | -4.2% | -1.1% | 9.6% | — | |
| Net income growth | 8.0% | 1.6% | 2.6% | -1.8% | 17.4% | — | |
| EPS growth | 7.7% | 1.5% | 0.8% | -2.3% | 16.7% | — | |
| FCF growth | 32.1% | -70.0% | 1.1% | -9.6% | -21.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.68 | 2.72 | 2.75 | 2.68 | 3.13 | 3.16 | |
| Book value / share | 23.86 | 24.96 | 26.47 | 27.23 | 28.34 | 29.13 | |
| Revenue / share | 14.61 | 16.72 | 15.73 | 15.48 | 16.86 | 17.13 | |
| FCF / share | -2.34 | -3.97 | -3.86 | -4.21 | -5.08 | -1.01 | |
| Cash / share | 0.16 | 0.08 | 0.24 | 0.31 | 2.15 | 0.10 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 1.5% | 0.0% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 1.18 | 1.10 | 1.06 | 1.05 | 1.08 | 1.1 | |
| Piotroski F-Score | 4 | 4 | 5 | 4 | 6 | 5/9 | |
| Beneish M-Score | -2.30 | -1.84 | -2.79 | -2.64 | -1.70 | -2.92 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 1.1 | Distress (<1.81) | Distress |
| Income quality | 2.74 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.92 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 1.26 |
| Interest burden | 0.54 |
| Operating margin | 27.1% |
| Asset turnover | 0.18× |
| Financial leverage | 3.34× |
| = ROE | 11% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.79 |
| Earnings stability | 0.54 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 1.9% |
| EPS CAGR 3y | 6.3% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| EVRG | $19.2B | 20.7 | 9% | 14.3% | +4.1% | 5/9 | +8.5% |
| 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 | — |
| PNW | $12.5B | 19.4 | 9% | 12.3% | +5.7% | 7/9 | +12.4% |
| ES | $25.2B | 17.3 | 9% | 1.8% | +7.8% | 7/9 | — |
| PPL | $26.5B | 27.6 | 9% | 10.9% | +6.7% | 6/9 | — |
| CNP | $26.7B | 23.9 | 10% | 11.3% | +7.1% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $4.40B | $4.53B / $4.32B | $3.43 | $3.45 / $3.40 | 7 |
| FY2027 | $4.60B | $4.86B / $4.42B | $3.68 | $3.75 / $3.60 | 8 |
| FY2028 | $4.87B | $5.14B / $4.59B | $4.03 | $4.12 / $3.98 | 5 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $73.25 | +7.2% | 4 |
| Last Quarter | $74.67 | +9.3% | 6 |
| Last Year | $75.43 | +10.4% | 21 |
| All Time | $69.75 | +2.1% | 40 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $65.09 | +3.23 | +4.96% | Above |
| SMA 50 | $67.01 | +1.31 | +1.95% | Above |
| SMA 200 | $70.24 | -1.92 | -2.73% | Below |
| EMA 9 | $66.64 | +1.68 | +2.52% | Above |
| EMA 21 | $66.10 | +2.22 | +3.36% | Above |
| EMA 50 | $67.24 | +1.08 | +1.61% | Above |
| EMA 200 | $68.95 | -0.63 | -0.91% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $67.51 / $68.03 / $68.95 | S1 / S2 | $66.59 / $66.07 |
| Bollinger (20,2) | $62.10 – $68.08 | Squeeze | Off |
| 52-wk range | $62.54 – $78.81 | Off 52-wk high | -13.3% |
| ATR (14) | $1.12 (1.6%) | Historical vol | 16.5% |
| Computed from live weekly prices | LNT | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.28% | 1.83% |
| Best / worst week (1y) | +4.3% / -5.9% | — |
| Max drawdown (5y, monthly) | -31.7% | — |
| 1-week VaR (95%) | -5.3% | — |
| Beta (5y) | 0.53 | 1.00 |
| Reading | LNT | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +17.2 | -9.5 | -13.6 | -20.5 |
| Trend | +21.6 | -2.4 | -17.2 | -21.3 |
| Momentum | +54.6 | +7.1 | -4.2 | -15.8 |
| Volume | +39.4 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Lisa Barton: President and Chief Executive O | $9.0M | 81% equity+incentive |
| Antonio Smyth: Executive Vice President | $4.7M | 78% equity+incentive |
| Robert Durian: Executive Vice President and | $3.4M | 72% equity+incentive |
| Raja Sundararajan: Executive Vice President | $3.2M | 67% equity+incentive |
| David de Leon: Senior Vice President | $1.7M | 65% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 60 |
| Social | 73 |
| Governance | 77 |
| Composite ESG | 70 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-21 | Other Events; Exhibits | 8.01,9.01 |
| 2026-07-31 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-21 | Shareholder Vote | 5.07 |
| 2026-05-01 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-03-04 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,9.01 |
| 2026-02-20 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2026-01-08 | Departure/Election of Directors; Appointment of Officers | 5.02 |
| 2025-12-16 | Departure/Election of Directors; Appointment of Officers | 5.02 |
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 · 2020-08-06 to 2026-04-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 110 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-10 to 2026-10-09 |
| Proposed sales (Form 144) | edgar/form144 | not present for this symbol |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2026-03-26 to 2026-04-29 |
| 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.