NRG Energy, Inc. $NRG Stock Position Raised by Bessemer Group Inc.

Posted by Stanley Muller on Jul 18th, 2026

Bessemer Group Inc. increased its stake in NRG Energy, Inc. (NYSE:NRG – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 612,079 shares of the utilities provider’s stock after purchasing an additional 12,625 shares during the period. Bessemer Group Inc.’s holdings in NRG Energy were worth $89,449,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. McIlrath & Eck LLC lifted its stake in NRG Energy by 3.0% in the fourth quarter. McIlrath & Eck LLC now owns 2,361 shares of the utilities provider’s stock valued at $376,000 after buying an additional 68 shares during the last quarter. Sound Income Strategies LLC increased its holdings in shares of NRG Energy by 17.9% in the 1st quarter. Sound Income Strategies LLC now owns 455 shares of the utilities provider’s stock worth $68,000 after acquiring an additional 69 shares during the period. Independence Bank of Kentucky lifted its position in NRG Energy by 4.1% in the 4th quarter. Independence Bank of Kentucky now owns 1,798 shares of the utilities provider’s stock valued at $286,000 after purchasing an additional 70 shares during the last quarter. Childress Capital Advisors LLC lifted its position in NRG Energy by 4.0% in the 4th quarter. Childress Capital Advisors LLC now owns 1,892 shares of the utilities provider’s stock valued at $301,000 after purchasing an additional 72 shares during the last quarter. Finally, Hilton Head Capital Partners LLC boosted its stake in NRG Energy by 50.0% during the 1st quarter. Hilton Head Capital Partners LLC now owns 219 shares of the utilities provider’s stock valued at $32,000 after purchasing an additional 73 shares during the period. 97.72% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other NRG Energy news, VP Virginia Kinney sold 20,000 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $127.52, for a total value of $2,550,400.00. Following the completion of the sale, the vice president directly owned 45,111 shares of the company’s stock, valued at $5,752,554.72. This represents a 30.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

NRG has been the topic of a number of recent analyst reports. Morgan Stanley set a $165.00 price target on NRG Energy in a report on Wednesday, June 24th. Wells Fargo & Company lifted their price objective on shares of NRG Energy from $203.00 to $209.00 and gave the stock an “overweight” rating in a research note on Thursday. Barclays cut their target price on NRG Energy from $203.00 to $200.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 31st. Raymond James Financial set a $210.00 price target on NRG Energy in a research note on Monday, April 27th. Finally, Williams Trading set a $184.00 price objective on NRG Energy in a report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $199.93.

Read Our Latest Stock Report on NRG Energy

NRG Energy Price Performance

NYSE NRG opened at $129.12 on Friday. The company has a quick ratio of 0.78, a current ratio of 0.84 and a debt-to-equity ratio of 4.68. The stock has a market capitalization of $27.24 billion, a PE ratio of 151.91 and a beta of 1.21. The company has a 50 day moving average price of $135.32 and a two-hundred day moving average price of $149.66. NRG Energy, Inc. has a 12-month low of $120.11 and a 12-month high of $189.96.

NRG Energy (NYSE:NRG – Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The utilities provider reported $1.48 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.78 by ($0.30). The company had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $8.43 billion. NRG Energy had a return on equity of 70.67% and a net margin of 0.74%.The business’s revenue was up 19.5% compared to the same quarter last year. During the same quarter last year, the company posted $2.68 EPS. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. As a group, equities analysts predict that NRG Energy, Inc. will post 8.89 earnings per share for the current fiscal year.

NRG Energy Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a dividend of $0.475 per share. This represents a $1.90 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, May 1st. NRG Energy’s dividend payout ratio is presently 223.53%.

NRG Energy Company Profile

(Free Report)

NRG Energy (NYSE: NRG) is a U.S.-based integrated power company headquartered in Houston, Texas. The company develops, owns and operates a diversified portfolio of power generation assets and participates in wholesale and retail energy markets. NRG supplies electricity to utilities, commercial and industrial customers, and retail consumers, while also providing energy-related products and services designed to manage consumption and support reliability.

NRG’s generation mix includes conventional thermal plants as well as renewable and distributed energy resources.