8,356 NRG Energy, Inc. $NRG Shares Acquired by Prime Capital Investment Advisors LLC

Posted by George Bondi on Oct 23rd, 2026

Prime Capital Investment Advisors LLC boosted its stake in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) by 146.2% during the third quarter, Holdings Channel.com reports. The fund owned 14,072 shares of the utilities provider’s stock after acquiring an additional 8,356 shares during the period. Prime Capital Investment Advisors LLC’s holdings in NRG Energy were worth $1,346,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in NRG. Foster & Motley Inc. acquired a new stake in shares of NRG Energy during the 2nd quarter worth $2,014,000. Tema ETFs LLC increased its position in shares of NRG Energy by 1,481.8% in the second quarter. Tema ETFs LLC now owns 59,745 shares of the utilities provider’s stock worth $8,726,000 after purchasing an additional 55,968 shares during the period. Oliver Luxxe Assets LLC acquired a new position in NRG Energy in the second quarter valued at about $6,456,000. Border to Coast Pensions Partnership Ltd raised its stake in NRG Energy by 60.1% in the first quarter. Border to Coast Pensions Partnership Ltd now owns 372,371 shares of the utilities provider’s stock valued at $54,585,000 after purchasing an additional 139,748 shares in the last quarter. Finally, Oaktree Capital Management LP acquired a new position in NRG Energy in the first quarter valued at about $7,165,000. 97.72% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently weighed in on NRG. UBS Group reaffirmed a “strong-buy” rating and set a $152.00 price objective on shares of NRG Energy in a research report on Wednesday. Seaport Research Partners set a $160.00 target price on shares of NRG Energy in a report on Monday. Williams Trading set a $165.00 target price on shares of NRG Energy in a research report on Wednesday. Raymond James Financial set a $152.00 price target on shares of NRG Energy in a report on Wednesday. Finally, BNP Paribas Exane set a $221.00 price target on shares of NRG Energy in a research report on Wednesday, August 19th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $183.20.

Check Out Our Latest Research Report on NRG

NRG Energy Price Performance

NRG Energy stock opened at $94.07 on Friday. The company has a debt-to-equity ratio of 5.17, a quick ratio of 0.89 and a current ratio of 0.97. NRG Energy, Inc. has a 52 week low of $93.36 and a 52 week high of $189.96. The stock has a market capitalization of $19.85 billion, a P/E ratio of 24.89 and a beta of 1.17. The stock has a fifty day moving average of $107.48 and a 200-day moving average of $128.10.

NRG Energy (NYSE:NRG – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The utilities provider reported $1.49 earnings per share for the quarter, missing the consensus estimate of $1.69 by ($0.20). The business had revenue of $7.48 billion for the quarter, compared to the consensus estimate of $7.31 billion. NRG Energy had a return on equity of 52.95% and a net margin of 2.56%. NRG Energy’s quarterly revenue was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.73 earnings per share. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. On average, sell-side analysts expect that NRG Energy, Inc. will post 8.53 earnings per share for the current fiscal year.

NRG Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Shareholders of record on Monday, November 2nd will be paid a dividend of $0.4750 per share. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $1.90 annualized dividend and a yield of 2.0%. NRG Energy’s payout ratio is presently 50.26%.

Trending Headlines about NRG Energy

Here are the key news stories impacting NRG Energy this week:

Positive Sentiment: HSBC initiated coverage with a “Buy” rating and a $179 price target, implying substantial upside and signaling confidence in NRG’s earnings and power-demand outlook. HSBC NRG Energy rating
Positive Sentiment: Longer term, AI-related data-center electricity consumption could support growth for NRG and other power generators, although the timing remains uncertain.
Neutral Sentiment: Texas regulators have paused or are auditing data-center projects seeking connections to the ERCOT grid. The review could delay new demand, but it may also clarify the pace and economics of future power agreements. Texas paused data center hookups
Negative Sentiment: Analyst sentiment has become more cautious. Morgan Stanley lowered its price target to $144 and maintained an “Equal Weight” rating, while Raymond James reduced its target to $152. The cuts suggest reduced near-term confidence even though both targets remain above the current trading level. Morgan Stanley NRG Energy rating Raymond James NRG Energy price target
Negative Sentiment: NRG Energy shares have recently declined amid elevated volatility, including a reported 5.23% drop in European trading. The weakness indicates investors may be focusing more on execution and demand-timing risks than on long-term growth potential. NRG Energy stock falls 5.23 percent

Insider Buying and Selling

In other news, CAO Gerald Alfred Spencer sold 1,580 shares of the stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $120.93, for a total value of $191,069.40. Following the completion of the transaction, the chief accounting officer owned 6,213 shares of the company’s stock, valued at approximately $751,338.09. This represents a 20.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.43% of the company’s stock.

NRG Energy Profile

(Free Report)

NRG Energy, Inc is an integrated power and home services company headquartered in Houston, Texas. The company produces and sells electricity through a diverse generation portfolio that includes natural gas, coal, nuclear power, renewable energy and battery storage. NRG serves wholesale and retail energy markets, with operations and customers primarily in the United States and Canada.

Through retail brands including Reliant and Direct Energy, NRG provides electricity, natural gas and related energy products to residential, commercial and industrial customers.