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Eversource Benefits From Strategic Investments & Renewable Focus

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Key Takeaways

  • ES plans $24.2B in capital investments from 2025 to 2029, focused on grid and infrastructure upgrades.
  • Nearly $2B will go toward replacing aging assets, with $0.5B earmarked for clean energy through 2028.
  • The AMI network in Western Massachusetts is 40% complete, with smart meters to roll out by July 2025.

Eversource Energy’s (ES - Free Report) strong capital investments to further expand its transmission and distribution infrastructure boost its service reliability. The company is also set to benefit from its renewable operations. 

However, this Zacks Rank #3 (Hold) company faces risks related to substandard performance from third parties and stringent regulations.

Factors Acting in Favor of Eversource

Eversource Energy operates a capital-intensive business with relatively steady revenue streams. Its capital investments serve as a proxy for future organic growth. It is currently focused on upgrading its electric distribution and transmission infrastructure. 

The company expects a capital investment of $24.2 billion during 2025-2029, out of which it plans to invest nearly $16.2 billion in electric and natural gas distribution networks and $6.8 billion in the electric transmission segment.

The company will invest nearly $2 billion in the replacement of aging infrastructure, $1.5 billion in the cable underground program, $1 billion in substation development and $0.5 billion for clean energy through 2028. 

Eversource continues leading the energy transition in New England with nearly $2 billion in transmission and distribution energy investments in Massachusetts through 2029, supporting its clean energy goals. ES began deployment on the AMI communication network in Western Massachusetts at the start of this year, and it's now 40% complete. It also expects to complete the AMI network before the first smart meter is deployed in July 2025.

Challenges Faced by ES

Eversource outsources certain business functions to third-party suppliers and service providers. Substandard performance by these third parties could harm its business, reputation and results of operations.

The company’s operations are subject to federal, state and local legislative requirements, as well as extensive environmental regulations, relating to the emission of greenhouse gases and carbon dioxide, air and water pollution and waste management. Any modification to existing regulations and introduction of new mandates could affect the financial performance of the company.

ES Stock’s Price Performance

In the past three months, shares of the company have risen 10.1% compared with the industry’s 7.2% growth.

 

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Stocks to Consider

Some better-ranked stocks from the same industry are CenterPoint Energy (CNP - Free Report) , Evergy (EVRG - Free Report) and NiSource (NI - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

CNP’s long-term (three to five years) earnings growth rate is 7.76%. The Zacks Consensus Estimate for 2025 earnings per share (EPS) is pinned at $1.75, indicating a year-over-year increase of 8%.

EVRG’s long-term earnings growth rate is 5.7%. The Zacks Consensus Estimate for 2025 EPS is pinned at $4.03, implying year-over-year growth of 5.8%.

NI’s long-term earnings growth rate is 7.88%. The Zacks Consensus Estimate for 2025 EPS is pinned at $1.88, suggesting a year-over-year improvement of 7.4%. 

 


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