UBS maintained a Neutral rating on Eversource Energy (ES) on February 16, 2026 and raised its price target to $80 from $75. The move kept the rating steady while increasing upside expectations, a signal investors should weigh against recent company guidance and capital plans. This ES analyst rating update follows Eversource’s Q4 2025 results and a $26.5 billion capital plan announcement, both of which shape near-term cash needs and long-term growth.
ES analyst rating detail from UBS on Feb 16 2026
UBS issued its action at 12:24 PM ET on February 16, 2026, maintaining a Neutral rating while raising the ES price target to $80 from $75. The firm left the core recommendation unchanged but signaled modest upside from current levels by adjusting its target. UBS note via TheFly provides the brief that led to this ES analyst rating change.
How the price target change affects ES valuation
A rise from $75 to $80 implies UBS sees roughly 6.7% higher fair value versus its prior view. That change tightens the gap between UBS expectations and market prices and suggests incremental confidence in Eversource’s regulated earnings and capex returns. For investors, the new ES price target alters reward-risk math but keeps the recommendation neutral.
Context: earnings and the $26.5B capital plan
Eversource reported Q4 2025 results and outlined a $26.5 billion capital plan that targets 5–7% EPS growth through 2028, which underpins UBS’s target increase. The company’s latest transcript and call notes highlight investments in transmission and resilience that support rate-base growth. See the earnings recap and call transcript for details on guidance and risks at Seeking Alpha.
What the maintained Neutral rating means for investors
A maintained Neutral rating means UBS is not urging buy or sell action now; they see balanced upside and downside given regulatory, weather, and capital risk. Investors should treat the ES analyst rating as a signal to evaluate position size versus income needs, since utilities often trade on yield and regulated growth rather than rapid share-price moves.
Historical analyst coverage and who else watches ES
UBS is a regular analyst on Eversource, and major utility desks have covered ES historically. While this update lists only UBS on February 16, 2026, investors should track consensus from multiple firms to see shifts in sentiment and price targets over time. Analyst coverage tends to cluster around earnings and major capital-plan updates.
Market metrics and Meyka grade for ES
Eversource trades with a market cap of $27,523,865,040. Meyka AI rates ES with a grade of B. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Remember, Meyka grades are not guarantees and do not constitute investment advice.
Final Thoughts
UBS’s action on February 16, 2026 kept the recommendation at Neutral while lifting the price target to $80, reflecting modest optimism about regulated growth and returns on the company’s $26.5 billion capital plan. The ES analyst rating thus signals cautious confidence: UBS sees upside but not enough to move to a Buy.
For investors this means review position sizing and yield needs, and weigh the new UBS target against broader analyst consensus and recent earnings. Use Meyka AI’s real-time coverage to track any follow-up changes from other firms and to monitor how the ES price target shift influences short-term trading and long-term valuation.
FAQs
What did UBS change for the ES analyst rating on Feb 16 2026?
UBS maintained a Neutral rating and raised the ES price target to $80 from $75 on February 16, 2026. The firm kept the recommendation steady but increased its fair value estimate.
How should investors interpret the ES analyst rating of Neutral?
A Neutral rating means UBS sees balanced upside and downside for ES. Investors should weigh income needs and regulatory risk before increasing exposure.
Where can I read the UBS note and recent Eversource earnings details?
UBS’s note on the ES analyst rating is summarized at TheFly and recent earnings and capital-plan details are in the Seeking Alpha transcript linked in the article.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
