Mitsubishi UFJ Asset Management Co. Ltd. Takes Position in Evergy Inc. $EVRG

Posted by Brenda Bartman on Aug 20th, 2026

Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Evergy Inc. (NASDAQ:EVRG – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 552,687 shares of the company’s stock, valued at approximately $47,769,000. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.24% of Evergy at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. boosted its position in Evergy by 4.9% in the fourth quarter. Cullen Frost Bankers Inc. now owns 316,511 shares of the company’s stock valued at $22,944,000 after buying an additional 14,907 shares during the last quarter. Vestcor Inc increased its holdings in Evergy by 49.6% in the 4th quarter. Vestcor Inc now owns 174,330 shares of the company’s stock worth $12,637,000 after buying an additional 57,795 shares during the period. Qsemble Capital Management LP raised its position in Evergy by 295.4% during the 4th quarter. Qsemble Capital Management LP now owns 105,780 shares of the company’s stock worth $7,668,000 after buying an additional 79,029 shares during the last quarter. Fulcrum Asset Management LLP raised its position in Evergy by 119.1% during the 4th quarter. Fulcrum Asset Management LLP now owns 43,867 shares of the company’s stock worth $3,180,000 after buying an additional 23,842 shares during the last quarter. Finally, RIA Advisory Group LLC acquired a new stake in Evergy during the 4th quarter valued at approximately $967,000. Hedge funds and other institutional investors own 87.24% of the company’s stock.

Insider Transactions at Evergy

In other news, Director Sandra Aj Lawrence sold 761 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $83.31, for a total value of $63,398.91. Following the completion of the sale, the director directly owned 1,680 shares in the company, valued at $139,960.80. The trade was a 31.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Charles A. Caisley sold 10,787 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $83.46, for a total value of $900,283.02. Following the completion of the sale, the executive vice president owned 37,789 shares of the company’s stock, valued at $3,153,869.94. This trade represents a 22.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 12,748 shares of company stock valued at $1,061,870 in the last ninety days. 1.52% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on EVRG shares. UBS Group upped their price objective on shares of Evergy from $88.00 to $91.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Weiss Ratings restated a “buy (b)” rating on shares of Evergy in a research report on Friday, August 7th. BTIG Research set a $97.00 target price on shares of Evergy in a research report on Thursday, July 23rd. Barclays upped their price target on shares of Evergy from $89.00 to $94.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Finally, Citigroup increased their price target on Evergy from $95.00 to $97.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Eight investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $90.60.

Read Our Latest Research Report on Evergy

Evergy Stock Up 0.2%

EVRG stock opened at $83.58 on Thursday. Evergy Inc. has a one year low of $70.42 and a one year high of $88.62. The company has a debt-to-equity ratio of 1.20, a quick ratio of 0.21 and a current ratio of 0.36. The firm’s fifty day moving average is $84.82 and its 200 day moving average is $82.79. The firm has a market cap of $19.27 billion, a PE ratio of 21.21, a P/E/G ratio of 2.16 and a beta of 0.54.

Evergy (NASDAQ:EVRG – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.88 earnings per share for the quarter, topping analysts’ consensus estimates of $0.81 by $0.07. Evergy had a net margin of 15.19% and a return on equity of 9.20%. The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.36 billion. During the same quarter in the prior year, the firm posted $0.82 earnings per share. Evergy has set its FY 2026 guidance at 4.140-4.340 EPS. On average, research analysts forecast that Evergy Inc. will post 4.25 EPS for the current year.

Evergy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Tuesday, August 18th will be issued a $0.695 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $2.78 dividend on an annualized basis and a yield of 3.3%. Evergy’s dividend payout ratio is presently 70.56%.

Evergy Company Profile

(Free Report)

Evergy, Inc is a regulated electric utility that generates, transmits and distributes electricity to residential, commercial and industrial customers primarily across Kansas and western Missouri. The company provides core utility services including retail electric delivery, grid operations, customer service and outage restoration, operating under state regulatory frameworks. Evergy serves a mix of urban and rural communities, including portions of the Kansas City metropolitan area and other population centers in its service territory.

The company’s business activities span power generation, system planning, transmission and distribution infrastructure, and customer-facing programs such as energy efficiency and demand-side management.