EVRG
Evergy, Inc.Evidence as of 2026-10-15The desk's Snapshot
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Overview · Evergy, Inc.
Evergy, Inc., together with its subsidiaries, engages in the generation, transmission, distribution, and sale of electricity in Kansas and Missouri, the United States. The company generates electricity through coal, hydroelectric, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources. It serves residences, commercial firms, industrials, municipalities, and other elect…
Management team
- Ms. Lesley Lissette Elwell · Senior VP, Chief Human Resources Officer & Chief Diversity OfficerFind on LinkedIn
- Mr. Charles L. King · Senior VP & CTOFind on LinkedIn
- Mr. Charles A. Caisley · Senior VP of Public Affairs & Chief Customer OfficerFind on LinkedIn
- Ms. Heather A. Humphrey · Senior VP, General Counsel & Corporate SecretaryFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence set leaves a mixed read (evidence balance: Mixed, −0.3 of a possible +2; confidence high). Revenues rose from $ 1,374,500,000 in fiscal Q1 2025 (fiscal quarter ended 2025-04-30) to $ 1,809,900,000 in Q3 2025 (fiscal quarter ended 2025-10-31), then measured $ 1,443,700,000 in Q1 2026 (fiscal quarter ended 2026-04-30), which sits below the Q3 2025 peak but above the Q1 2025 level. Operating income expanded to $ 658,500,000 in Q3 2025 and compressed to $ 318,400,000 in Q1 2026, implying a calculated operating margin near 36.4% in Q3 2025 and about 22.1% in Q1 2026.
Balance-sheet and cash-flow measures show material leverage and capex pressure: long-term noncurrent debt rose from $ 12,405,500,000 as of 2025-03-31 to $ 13,147,000,000 as of 2026-03-31, cash was $ 18,400,000 as of 2026-03-31, trailing twelve-month free cash flow is negative $ 1,098,700,000, OCF over the trailing twelve months is $ 1,492,300,000 while capex is $ 2,591,000,000, and enterprise value is $ 32,185,111,777 versus market cap $ 19,056,511,777.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Reported revenues rose from $1,374,500,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31) to $1,809,900,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30).
XBRL companyfacts · 0001711269-25-000041Revenues in fiscal Q1 2026 (2026-01-01 to 2026-03-31) were $1,443,700,000, below the fiscal Q3 2025 level but above the fiscal Q1 2025 level.
XBRL companyfacts · 0001711269-26-000057Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The annual report on Form 10-K filed 19 Feb 2026 includes newly added or materially reworded risk-factor language that highlights near-term uncertainty about whether inflation will remain elevated and the risk that increased costs for labor, materials and services could result in under-recovery.
Item 1A risk-factor diff · 0001711269-26-000017 vs 0001711269-25-000004The Form 10-K filed 19 Feb 2026 adds or materially revises risk language addressing higher capital investment levels (including construction or acquisition of generation and transmission and interconnection for data centers), and states that failure to timely recover investment costs or increased capital spending could lead to more frequent rate cases or cost recovery disputes.
Item 1A risk-factor diff · 0001711269-26-000017 vs 0001711269-25-000004Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Price is slightly above both moving averages: price vs SMA50 is +1.9% and price vs SMA200 is +2.2%, and a golden cross is present.
Moneyta signal set · 2026-10-14Short-term momentum is mixed: momentum_3m is -4.5% while momentum_6m is +2.2% and momentum_12_1 is +13.5%, with the 6-month momentum ranking at the 52th percentile and the 12_1 ranking at the 55th percentile of the 882-stock universe.
Moneyta signal set · 2026-10-14weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Reported institutional holdings totalled "$18.14B" as of 2026-06-30 (13F reporting period).
13F holdings · 950 filers · as of 2026-06-30Top reported institutional holders included BlackRock, Inc. at "$2.42B", STATE STREET CORP at "$1.46B", and VANGUARD CAPITAL MANAGEMENT LLC at "$1.27B" in the 2026-06-30 13F period.
13F holdings · 950 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Evergy reported second-quarter adjusted earnings of $0.88 per share versus $0.82 a year earlier and reaffirmed its 2026 adjusted EPS guidance midpoint of $4.24, with company commentary highlighting regulated investment recovery, load growth, and large-customer revenues.
News · simplywall.st · 2026-10-11A full transcript of Evergy's fiscal Q2 2026 earnings call was published, indicating direct coverage of the company's quarterly results and management commentary.
News · benzinga.com · 2026-10-09Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Director Rolph Jonathan D reported seven open‑market purchases on 11 September 2026 totaling $132k for 1,640 shares (multiple entries filed in the same Form 4).
Form 4 · Rolph Jonathan D (Director) · $27k bought · 2026-09-11Executive Vice President & Chief Customer Officer Caisley Charles A. reported a sale of $900k for 10,787 shares on 15 June 2026.
Form 4 · Caisley Charles A. (EVP & CHIEF CUST OFFCR) · $900k sold · 2026-06-15Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month free cash flow is negative $1,098,700,000 and free cash flow per share is -$4.6634.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value is $32,185,111,777 and market capitalization is $19,056,511,777, implying net debt is substantial relative to equity.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of evidence jointly support a favorable read: reported revenues expanded from Q1 2025 to Q3 2025 and Q1 2026 revenues remain above the Q1 2025 level (fundamentals-0, fundamentals-1), the company reported an earnings beat and reaffirmed 2026 adjusted EPS guidance (news-0), and trailing EBITDA and reported operating income on a TTM basis are sizable with EV/EBITDA and P/E multiples in a mid-range (valuation-3, valuation-4). Market-structure signals such as a dividend yield in the upper percentiles, a recent golden cross, low-to-moderate volatility, modest drawdowns, and growing institutional reported ownership lend further supportive context (market-4, market-0, market-3, market-5, ownership-2, ownership-0). The evidence that operating performance peaked in Q3 2025 then compressed in Q1 2026 (fundamentals-2, fundamentals-3) and that trailing free cash flow is negative (valuation-0) are factual but benefit from contextualization: net cash from operations is positive while capex is elevated (valuation-5), so the negative FCF is linked to documented heavy capital spending rather than an absence of operating cash generation. Evidence strength: revenue, earnings report, and TTM EBITDA/valuation metrics are supported by SEC filings and company releases (strong); the FCF and debt items are also supported by filings but are sensitive to timing and capex patterns (moderate).
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.27
37 surviving claims rest on 21 distinct sources; the heaviest analyst carries 16% of them, and 99% of what the desk raised survived the debate.
The evidence set draws on a moderate spread of source types (21 distinct sources) so many claims rest on primary filings and computed signals rather than a single data point. The largest single analyst contribution is modest, but the fact that 99% of desk claims survived debate indicates limited pruning — useful for coverage breadth but raising the possibility of confirmation persistence if a few core documents are later revised. Several key claims rest on recent filings and computed market signals, so their weight is higher than anecdote but remains sensitive to new quarterly filings, material 8-Ks, or abrupt market moves.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 16 in Utilities—Regulated Electric (as of 2026-10-14).
6-month relative strength ranks 1st of 16 in Utilities—Regulated Electric (as of 2026-10-14).
90-day volatility ranks 15th of 16 in Utilities—Regulated Electric (as of 2026-10-14).
dividend yield ranks 9th of 16 in Utilities—Regulated Electric (as of 2026-10-14).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer−0.5 to the score
12 documents· 1 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.7 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.6 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
10 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on EVRG Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.