Evergy (EVRG)

• Market cap: $15.5B
• 1 day: 1.61%
• 5 days: 3.30%
• 1 month: 0.21%
• 3 months: 10.42%
• 6 months: 13.16%
• Year to date: 9.65%
• 1 year: 34.13%
• 5 years: 8.07%
• 10 years: 24.59%
• Sector: Utilities
• Industry: Electric Utilities

About: Evergy is a regulated electric utility serving eastern Kansas and western Missouri. Major operating subsidiaries include Evergy Metro, Evergy Kansas Central, Evergy Missouri West, and Evergy Transmission Co. The utility has a combined rate base of approximately $20 billion, about half in Kansas and the rest split between Missouri and federal jurisdiction. Evergy is one of the largest wind energy suppliers in the US.

Employees: 4,731

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

108% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 59

29% more funds holding in top 10

Funds holding in top 10: 7 [Q3] → 9 (+2) [Q4]

27% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 224

7% more funds holding

Funds holding: 710 [Q3] → 762 (+52) [Q4]

1.0% more ownership

Funds ownership: 87.48% [Q3] → 88.48% (+1.0%) [Q4]

2% more capital invested

Capital invested by funds: $12.3B [Q3] → $12.5B (+$230M) [Q4]

12% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $12.4M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $68 1% upside
• Avg. target: $70 4% upside
• High target: $72 7% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

UBS Daniel Ford 57% 1-year accuracy 4 / 7 met price target	1% upside $68	Neutral Maintained	21 Mar 2025
Barclays Nicholas Campanella 52% 1-year accuracy 41 / 79 met price target	7% upside $72	Overweight Maintained	7 Mar 2025