OMERS ADMINISTRATION Corp Grows Stock Holdings in NRG Energy, Inc. $NRG

Posted by Stanley Muller on Jul 30th, 2026

OMERS ADMINISTRATION Corp grew its holdings in NRG Energy, Inc. (NYSE:NRG – Free Report) by 56.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,483 shares of the utilities provider’s stock after buying an additional 4,482 shares during the period. OMERS ADMINISTRATION Corp’s holdings in NRG Energy were worth $1,824,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Reaves W H & Co. Inc. boosted its stake in shares of NRG Energy by 93.5% during the 4th quarter. Reaves W H & Co. Inc. now owns 571,628 shares of the utilities provider’s stock worth $91,026,000 after purchasing an additional 276,157 shares during the period. Hiddenite Capital Partners LP raised its position in NRG Energy by 28.6% in the 4th quarter. Hiddenite Capital Partners LP now owns 90,000 shares of the utilities provider’s stock worth $14,332,000 after purchasing an additional 20,000 shares during the period. BNP Paribas Financial Markets raised its position in NRG Energy by 83.8% in the 4th quarter. BNP Paribas Financial Markets now owns 568,464 shares of the utilities provider’s stock worth $90,522,000 after purchasing an additional 259,113 shares during the period. TimesSquare Capital Management LLC lifted its stake in NRG Energy by 10.9% in the fourth quarter. TimesSquare Capital Management LLC now owns 523,205 shares of the utilities provider’s stock worth $83,315,000 after purchasing an additional 51,360 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in NRG Energy by 1,799.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 134,520 shares of the utilities provider’s stock worth $21,421,000 after purchasing an additional 127,438 shares during the last quarter. 97.72% of the stock is owned by institutional investors.

Insider Buying and Selling at NRG Energy

In related news, VP Virginia Kinney sold 20,000 shares of NRG Energy stock in a transaction dated Monday, June 15th. The stock was 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 in the company, valued at $5,752,554.72. The trade was a 30.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on NRG shares. Weiss Ratings raised NRG Energy from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, July 17th. Williams Trading set a $184.00 price target on NRG Energy in a research note on Monday, July 6th. Morgan Stanley set a $165.00 target price on NRG Energy in a research note on Wednesday, June 24th. Siebert Williams Shank started coverage on NRG Energy in a research report on Monday, July 6th. They set a “buy” rating and a $184.00 target price for the company. Finally, Barclays boosted their target price on shares of NRG Energy from $200.00 to $204.00 and gave the company an “overweight” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $201.79.

Read Our Latest Analysis on NRG

NRG Energy Stock Down 2.8%

Shares of NYSE NRG opened at $123.96 on Thursday. NRG Energy, Inc. has a 52-week low of $120.11 and a 52-week high of $189.96. The firm has a market capitalization of $26.15 billion, a price-to-earnings ratio of 145.83 and a beta of 1.21. The stock has a 50 day moving average price of $135.76 and a 200 day moving average price of $148.28. The company has a debt-to-equity ratio of 4.68, a quick ratio of 0.78 and a current ratio of 0.84.

NRG Energy (NYSE:NRG – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The utilities provider reported $1.48 EPS for the quarter, missing the consensus estimate of $1.78 by ($0.30). The firm had revenue of $10.26 billion for the quarter, compared to analysts’ expectations of $8.43 billion. NRG Energy had a return on equity of 70.67% and a net margin of 0.74%.The company’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.68 earnings per share. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. Sell-side analysts expect that NRG Energy, Inc. will post 8.8 earnings per share for the current year.

NRG Energy Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Monday, August 3rd will be paid a dividend of $0.475 per share. The ex-dividend date is Monday, August 3rd. This represents a $1.90 annualized dividend and a dividend yield of 1.5%. NRG Energy’s dividend payout ratio (DPR) is currently 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.