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EVRG Smart Money

Evergy, Inc.
1W: +2.9% 1M: +9.5% 3M: +1.6% YTD: +16.7% 1Y: +10.4% 3Y: +94.4% 5Y: +59.5%
$85.30
+0.69 (+0.82%)
 
Weekly Expected Move ±2.3%
$81 $82 $84 $86 $88
NASDAQ · Utilities · Regulated Electric · Tech Score Strong Buy · Power 67 · $19.7B mcap · 229M float · 0.920% daily turnover · Short 44% of daily vol
Credit Risk of going bust: lower than 82% of companies Debt: 45.6% of company value Bonds: $325.7M held by 383 funds, 70 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.98 (down 97%), Evergy, Inc. would be worth roughly what it owes.
Total debt $16.50B against a stock market value of $19.66B.
Distance to default 10.05 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $10.34B (short-term plus half of long-term), stock volatility 16.3%; Altman Z'' 0.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
1,005
Institutions Holding
-7 vs prior
94.3%
Ownership
+6.87%
96 New
402 Increased
326 Reduced
60 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-07 Caisley Charles A. officer: evp & chief cust offcr F-Tax Withholding 787 $80.30 $63K Filing
2026-10-01 Buckler William Bryan officer: evp - chief financial officer F-Tax Withholding 5,999 $78.79 $473K Filing
2026-09-11 Rolph Jonathan D director P-Purchase 200 $81.83 $16K Filing
2026-09-11 Rolph Jonathan D director P-Purchase 70 $81.47 $6K Filing
2026-09-11 Rolph Jonathan D director P-Purchase 150 $81.44 $12K Filing
2026-09-11 Rolph Jonathan D director P-Purchase 250 $81.44 $20K Filing
2026-09-11 Rolph Jonathan D director P-Purchase 300 $81.48 $24K Filing
2026-09-11 Rolph Jonathan D director P-Purchase 335 $81.39 $27K Filing
2026-06-15 Caisley Charles A. officer: evp & chief cust offcr S-Sale 1,198 $83.46 $100K Filing
2026-06-15 Caisley Charles A. officer: evp & chief cust offcr S-Sale 10,787 $83.46 $900K Filing
2026-06-03 Lawrence Sandra AJ director S-Sale 200 $82.63 $17K Filing
2026-06-02 Lawrence Sandra AJ director S-Sale 600 $81.41 $49K Filing
2026-05-29 Lawrence Sandra AJ director S-Sale 400 $82.04 $33K Filing
2026-05-28 Lawrence Sandra AJ director S-Sale 761 $83.31 $63K Filing
2026-05-06 Scarola James director A-Grant/Award 1,961 $— $0 Filing
2026-05-06 Sharma Neal A director A-Grant/Award 1,961 $— $0 Filing
2026-05-06 Lawrence Sandra AJ director A-Grant/Award 1,961 $— $0 Filing
2026-05-06 Murtlow Ann D. director A-Grant/Award 1,961 $— $0 Filing
2026-05-06 Newton Dean A director A-Grant/Award 1,961 $— $0 Filing
2026-05-06 ISAAC B ANTHONY director A-Grant/Award 981 $— $0 Filing
2026-03-12 KING CHARLES L officer: svp & chief technology officer S-Sale 2,440 $82.19 $201K Filing
2026-03-01 BRIDSON JOHN T officer: svp, generation & ops support F-Tax Withholding 444 $83.66 $37K Filing
2026-03-01 Campbell David A officer: president and ceo F-Tax Withholding 22,975 $83.66 $1.9M Filing
2026-03-01 BRIDSON JOHN T officer: svp, generation & ops support F-Tax Withholding 1,046 $83.66 $88K Filing
2026-03-01 BRIDSON JOHN T officer: svp, generation & ops support A-Grant/Award 4,252 $— $0 Filing

🏛️ Congressional Trades

5 records
Date Politician Chamber Type Amount Filing
2025-04-11 Dan Newhouse House Sell $1,001 - $15,000 Filing
2025-04-10 Daniel Milton Newhouse House Sell $1,001 - $15,000 Filing
2022-03-16 John Rutherford House Sell $1,001 - $15,000 Filing
2022-02-17 John Rutherford House Buy $1,001 - $15,000 Filing
2018-06-05 Jacky Rosen House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 27,996,513 $2.4B +2,513,503 2026-06-30 Filing
STATE STREET CORP 16,868,189 $1.5B +410,572 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 14,657,069 $1.3B +112,669 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 11,329,099 $979M -944,811 2026-06-30 Filing
FMR LLC 8,557,681 $740M -1,401,329 2026-06-30 Filing
Invesco Ltd. 7,371,645 $637M -50,561 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 6,651,115 $573M +117,151 2026-06-30 Filing
FRANKLIN RESOURCES INC 6,477,686 $560M +255,641 2026-06-30 Filing
MORGAN STANLEY 3,970,642 $343M -802,466 2026-06-30 Filing
FEDERATED HERMES, INC. 3,713,776 $321M +1,836 2026-06-30 Filing
BANK OF AMERICA CORP /DE 2,761,740 $239M +102,626 2026-06-30 Filing
Bank of New York Mellon Corp 2,757,665 $238M +33,255 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 2,754,425 $238M +281,327 2026-06-30 Filing
Bluescape Energy Partners LLC 2,657,473 $230M — 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 2,592,493 $224M -217,633 2026-06-30 Filing
Nuveen, LLC 2,499,883 $216M -3,387 2026-06-30 Filing
JPMORGAN CHASE & CO 2,480,723 $216M -540,134 2026-06-30 Filing
NORTHERN TRUST CORP 2,469,494 $213M -200,809 2026-06-30 Filing
Sixth Street Partners Management Company 2,248,859 $194M +2,248,859 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,248,859 $194M +17,072 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms