Eversource Energy·Utilities

NextEra and Dominion Energy's massive merger may depend on whether the combined company can keep power bills in check even as it rushes to supply the energy-hungry data centers that have pushed consumer electricity prices higher.

Regulated electric utilities typically anchor retirement portfolios with steady income.

I highlight five dividend stocks—HTO, ES, SNY, NLY, and AMCR—trading below fair value, each with strong balance sheets and good potential growth prospects. Each stock is projected to deliver double-digit average annual total returns (11.6%–20%) through 2030, with yields averaging nearly 7%. Scenario modeling incorporates expected EPS growth, dividend growth, and target P/E multiples, supporting robust total return forecasts even in recessionary or inflationary environments.

The bearish case on rate-sensitive regulated utilities at current levels is building, and NextEra Energy (NYSE:NEE | NEE Price Prediction) at $95.68 is the cleanest example of what Kevin Warsh's commitment to quantitative tightening will do to the group.

Eversource Energy NYSE: ES reported higher first-quarter earnings and said it remains focused on strengthening its balance sheet, resolving regulatory issues and reducing business risk, even as a recent Federal Energy Regulatory Commission decision lowered the company's transmission return on equity and prompted a guidance revision.

Eversource Energy (ES) Q1 2026 Earnings Call Transcript
Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural gas. The company operates regulated water utilities that provide water services to approximately 226,000 customers. It serves residential, commercial, industrial, municipal and fire protection, and other customers in Connecticut, Massachusetts, and New Hampshire. The company was formerly known as Northeast Utilities and changed its name to Eversource Energy in April 2015. Eversource Energy is based in Springfield, Massachusetts.
Utilities
Regulated Electric
10,000
1973-02-21
0.75