Is EVERSOURCE ENERGY financially healthy?

EVERSOURCE ENERGY scores 6 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of EVERSOURCE ENERGY?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), STATE STREET CORP (adding), GEODE CAPITAL MANAGEMENT, LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

EVERSOURCE ENERGY (ES)

NYSE · Common Stock · Electric Services

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

publicly traded, Fortune 500 energy company

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

6 / 8

PASSReturn on assets positiveROA 2.7%
PASSOperating cash flow positiveOCF 4.1B
PASSReturn on assets improving1.4% → 2.7%
PASSCash flow exceeds earningsOCF 4.1B vs NI 1.7B
PASSLong-term debt ratio falling43.1% → 42.1% of assets
FAILCurrent ratio improving0.76 → 0.65
FAILNo share dilution358M → 371M shares
FAILGross margin improvingno gross profit reported
PASSAsset turnover improving0.20× → 0.21×

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2020	$8.9B	$1.2B	−$1.3B	—	339,847,062
FY2021	$9.9B	$1.2B	−$1.2B	—	344,631,056
FY2022	$12.3B	$1.4B	−$1.0B	—	347,246,768
FY2023	$11.9B	−$434.7M	−$2.7B	—	349,840,481
FY2024	$11.9B	$819.2M	−$2.3B	—	357,779,408
FY2025

Ownership flow

16 institutions tracked — 8 added, 4 reduced, 3 opened a new position.

Institutional holders of EVERSOURCE ENERGY and their share-count change
Manager	Kind	Shares	Change	Value
AQR CAPITAL MANAGEMENT LLC	Hedge fund	10,684,244	+6,739,886	$772.2M
FMR LLC	Active fund	9,557,924	−3,239,018	$690.8M
WELLINGTON MANAGEMENT GROUP LLP	Active fund	15,621	−2,360,116	$1.1M
RENAISSANCE TECHNOLOGIES LLC	Hedge fund	663,180	+634,000

Identity

CIK: 0000072741
LEI: SJ7XXD41SQU3ZNWUJ746
FIGI: BBG000BQ87N0
SIC: 4911 · Electric Services
Incorporated: MA
Headquarters: SPRINGFIELD, MA
Founded: 1966-01-01

Ownership

Institutional: 88.2%
Institutions: 1,519
Insiders: 0.2%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Questions about EVERSOURCE ENERGY

Is EVERSOURCE ENERGY financially healthy?: EVERSOURCE ENERGY scores 6 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of EVERSOURCE ENERGY?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), STATE STREET CORP (adding), GEODE CAPITAL MANAGEMENT, LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

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Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.