VIRGINIA RETIREMENT SYSTEMS ET Al Takes Position in NRG Energy, Inc. $NRG

Posted by Brenda Bartman on Sep 10th, 2026

VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 30,400 shares of the utilities provider’s stock, valued at approximately $4,440,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Sound Income Strategies LLC boosted its holdings in shares of NRG Energy by 17.9% during the 1st quarter. Sound Income Strategies LLC now owns 455 shares of the utilities provider’s stock valued at $68,000 after acquiring an additional 69 shares during the last quarter. Hilton Head Capital Partners LLC lifted its position in NRG Energy by 50.0% during the first 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. Parallel Advisors LLC boosted its holdings in NRG Energy by 3.0% in the first quarter. Parallel Advisors LLC now owns 2,523 shares of the utilities provider’s stock worth $369,000 after purchasing an additional 74 shares during the last quarter. Gamco Investors INC. ET AL boosted its holdings in NRG Energy by 1.0% in the first quarter. Gamco Investors INC. ET AL now owns 8,138 shares of the utilities provider’s stock worth $1,189,000 after purchasing an additional 77 shares during the last quarter. Finally, Cullen Frost Bankers Inc. grew its position in NRG Energy by 8.1% in the 4th quarter. Cullen Frost Bankers Inc. now owns 1,046 shares of the utilities provider’s stock worth $167,000 after purchasing an additional 78 shares during the period. Institutional investors own 97.72% of the company’s stock.

NRG Energy Trading Down 3.5%

NRG Energy stock opened at $115.47 on Thursday. NRG Energy, Inc. has a 12-month low of $108.34 and a 12-month high of $189.96. The firm has a market capitalization of $24.36 billion, a price-to-earnings ratio of 30.55 and a beta of 1.18. The firm has a 50 day moving average of $125.58 and a 200 day moving average of $140.43. The company has a current ratio of 0.97, a quick ratio of 0.89 and a debt-to-equity ratio of 5.17.

NRG Energy (NYSE:NRG – Get Free Report) last issued its quarterly earnings results 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 firm had revenue of $7.48 billion for the quarter, compared to analysts’ expectations of $7.31 billion. NRG Energy had a net margin of 2.56% and a return on equity of 52.95%. NRG Energy’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.73 EPS. NRG Energy has set its FY 2026 guidance at 7.900-9.900 EPS. As a group, research analysts predict that NRG Energy, Inc. will post 8.6 earnings per share for the current year.

NRG Energy Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Monday, August 3rd were issued a $0.475 dividend. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $1.90 annualized dividend and a yield of 1.6%. NRG Energy’s dividend payout ratio is currently 50.26%.

Insiders Place Their Bets

In other NRG Energy news, CAO Gerald Alfred Spencer sold 1,580 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $120.93, for a total transaction of $191,069.40. Following the sale, the chief accounting officer directly owned 6,213 shares of the company’s stock, valued at $751,338.09. This trade 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 is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Virginia Kinney sold 20,000 shares of the company’s 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 transaction, the vice president directly owned 45,111 shares of the company’s stock, valued at approximately $5,752,554.72. This trade represents a 30.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on NRG. UBS Group lowered their price target on NRG Energy from $221.00 to $216.00 and set a “buy” rating on the stock in a report on Tuesday, July 28th. BNP Paribas Exane set a $221.00 price objective on NRG Energy in a research report on Wednesday, August 19th. Siebert Williams Shank assumed coverage on NRG Energy in a research report on Monday, July 6th. They issued a “buy” rating and a $184.00 target price on the stock. Evercore reaffirmed an “outperform” rating and set a $195.00 price target on shares of NRG Energy in a research report on Wednesday, August 5th. Finally, Williams Trading set a $184.00 target price on shares of NRG Energy in a research report on Monday, July 6th. One investment 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 company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $198.43.

View Our Latest Research Report on NRG Energy

NRG Energy Profile

(Free Report)

NRG Energy, Inc is a North American energy and home services company headquartered in Houston, Texas. The company operates through power generation and energy retail businesses, supplying electricity and related services to residential, commercial and industrial customers.

NRG owns and operates a diverse portfolio of power-generation assets, including natural gas, coal, nuclear and renewable facilities. It also sells electricity and natural gas through brands such as Reliant, Direct Energy and Green Mountain Energy, with retail operations serving customers in competitive energy markets across the United States and Canada.

In addition to its energy operations, NRG provides smart-home, security and related connected-home services through its Vivint business.