Evergy, Inc. · Electric & Other Services Combined

EVRG

Low riskNext report: Around Nov 5 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Raised its dividend (3.2% yield)
Profitable every year for 10 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 1.8% to their holdings in the quarter ending June 2026 (482 bought, 324 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$84.60+0.2% that day

Company value: $19.5B; Share price times all shares
Price vs profit (P/E): 22.5x; You pay about $23 for each $1 of yearly profit
Price vs sales: 3.2x; Company value is 3.2 times a year of sales
Dividend yield: 3.2%; Yearly dividend as a share of today's price
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 69%; Debt as a share of company value

From EVRG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$1.4B+5.0% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $6.0B, up 2.4% from the 12 months before. Over 5 years, sales grew about 3.9% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of EVRG. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +2.4% a yearProfit margin15%Last 12 months: 14.6%P/E at the end23xToday: 22.5x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$6.7B

Profit in 5 years$999M

Price these guesses point to$99.66+18% vs $84.60 todayAbout +3.3% a year, before dividends

What today's price needs: with a 15% margin and a 23x P/E, sales could shrink about 1.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.5%
MissDebt under half of equityNot relying on borrowed money.1.31x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.4%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$751.7M
MissShare count not growingNot diluting owners. Falling means buybacks.+1.4% in 3 years

Revenue: $6.0B; +2.0% vs prior year
5-year growth: +3.9%/yr; revenue, per year
Total debt: $13.4B; 1.31x equity
Current ratio: 0.49x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Mar 31, 2026

Reported Aug 6

Revenue: $1.4B; +5.0% YoY
EPS: $0.64; vs $0.54
Op. margin: 22.1%; +0.9 pts
Free cash flow: -$489.4M
Share count: +1.5%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.1
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+1.8%

Institutions added 1.8% to their holdings. 482 bought, 324 sold. 2 quarters of net buying in a row.

Shares held by institutions217.9M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.1%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.3x · $13.5B debt

Shares outstandingLatest reported

231M

Earnings reports

Last 12

Next reportAround Nov 5 (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedFeb 19
Results filedNov 6, 2025
Results filedAug 7, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Offering prospectusAug 17 · View filing ↗Offering 5%+ holder update (passive)Jul 31 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

SoldCharles A. CaisleyEVP & CHIEF CUST OFFCR

1,198 shares at $83.46 · $100K

-3% of holdings
Now owns 36,591 shares
Not a pre-planned sale
Filed 116 days after trade

Jun 15Form 4/A ↗

Option exerciseCharles A. CaisleyEVP & CHIEF CUST OFFCR

1,764 shares

+5% of holdings
Now owns 38,355 shares
Filed 2 days after trade
Also: Shares withheld for taxes

Oct 7Form 4 ↗

Stock awardJonathan D RolphDirector

383 shares

+5% of holdings
Now owns 7,783 shares
Director Deferred Share Units
Filed 4 days after trade

Oct 1Form 4 ↗

Stock awardC John WilderDirector

447 shares

+2% of holdings
Now owns 30,170 shares
Director Deferred Share Units
Filed 4 days after trade

Oct 1Form 4 ↗

Option exerciseWilliam Bryan BucklerEVP - Chief Financial Officer

15,880 shares

+166% of holdings
Now owns 25,431 shares
Filed 4 days after trade
Also: Shares withheld for taxes

Oct 1Form 4 ↗

Other company newsSep 16 · Form 8-K ↗

BoughtJonathan D RolphDirector

1,640 shares at $81.47 avg ($81.36 to $81.83) · $134K

Now owns 200 shares
Held As Trustee, Gift Trust of Daughter
7 transactions
Filed 4 days after trade

Sep 11Form 4 ↗

Other company newsAug 24 · Form 8-K ↗Offering prospectusAug 18 · Form 424B2 ↗Offering prospectusAug 17 · Form 424B5 ↗FWPAug 17 · Form FWP ↗Quarterly reportAug 6 · Form 10-Q ↗Earnings resultsAug 6 · Form 8-K ↗5%+ holder update (passive)Jul 31 · Form SCHEDULE 13G/A ↗Major agreementJul 1 · Form 8-K ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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