EVRG Evergy, Inc.
XNAS 84.95 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $71.41 – $88.62
- YTD
- +16.24%
- IV Rank (30D)
- 53.48
- Straddle Price
- $4.03
- P/C Vol Ratio
- 3.25
- Market Cap
- $19.2B
- Open
- $83.77
- Day Range
- $83.54 – $85.25
- Volume
- 2,516,295
- Prev Close
- $83.15
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.57 |
| Cost of Equity (CAPM) | 7.98% (VRP-adj) |
| WACC | 7.41% |
| Volatility Risk Premium | +23.5pp (IV − HV30) |
| Effective Tax Rate | 3.1% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $-1.4B |
| Return on Equity (TTM) | 9.1% |
| Book / Price | 52.6% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 69.3% |
| FCF Margin (TTM) | -23.1% |
| Debt / Equity | 1.20 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $81.08 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $80.44 |
| Bollinger Width / SMA20 | 11.3% (drives anchor stability) |
| Net Debt | $12.3B |
| Market Cap | $20B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $13.91 | 18% | |
| Peer P/E | $85.48 | 7% | median 21.8× · 8 peers |
| Peer EV/EBITDA | $113.46 | 7% | median 13.7× · 8 peers |
| Peer P/B | $94.25 | 7% | median 2.2× · 8 peers |
| Peer P/S | $86.11 | 7% | median 3.3× · 8 peers |
| Market Anchor (SMA50) | $81.08 | 42% | stability 94% (BB-width) |
| Options Expected (B-L 30d) | $81.76 | 13% | 12 strikes · skew -2.35 |
- Industry (SIC)
- ELECTRIC & OTHER SERVICES COMBINED (4931) · industry map
- Exchange
- XNAS
- Market Cap
- $19.2B
- Employees
- 4,691
- List Date
- 1949-09-01
- CIK
- 0001711269
- Next Earnings
- 2026-11-05 (Pre-Market)
- EPS Forecast
- $2.27 (2 est.)
- Headquarters
- Kansas City, MO
- Homepage
- https://www.evergy.com
Evergy is a regulated electric utility serving eastern Kansas and western Missouri. Major operating subsidiaries include Evergy Metro, Evergy Kansas Central, Evergy Missouri West, and Evergy Transmission. The utility has a combined rate base of more than $20 billion, about half in Kansas and the rest split between Missouri and interstate transmission. Evergy is one of the largest wind energy suppliers in the US.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.04% | -4.69% | -0.44% | -4.98% | 4.10% | 4.99% | -0.18% |
| Feb | -0.20% | -3.32% | -6.49% | -4.27% | 6.23% | 10.14% | 0.35% |
| Mar | 10.32% | 12.25% | 5.29% | 8.67% | -0.82% | -2.49% | 5.54% |
| Apr | 6.74% | -1.75% | 2.75% | -0.55% | 0.13% | 0.68% | 1.33% |
| May | -3.23% | 4.26% | -7.40% | 3.25% | -2.95% | -0.69% | -1.13% |
| Jun | -1.69% | -6.80% | 2.13% | -2.43% | 3.66% | 7.51% | 0.40% |
| Jul | 6.24% | 2.17% | 1.99% | 10.04% | 1.93% | -3.31% | 3.18% |
| Aug | 4.01% | 0.09% | -7.61% | -1.02% | -0.41% | -2.66% | -1.27% |
| Sep | -9.36% | -14.83% | -5.41% | 3.87% | 6.66% | -3.78% | -3.81% |
| Oct | 3.16% | 0.58% | 2.16% | -1.95% | 0.76% | 7.82%* | 2.09% |
| Nov | -1.03% | -3.19% | 2.47% | 8.48% | 0.49% | -- | 1.44% |
| Dec | 8.66% | 6.88% | 0.85% | -3.24% | -4.01% | -- | 1.83% |
| Total | 24.18% | -10.49% | -10.37% | 15.31% | 16.27% | 18.35% | 8.87% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
SYMBOL: EVRG
Executive Summary Overall assessment: NEUTRAL with confidence level (6/10) Key drivers: Technical signals indicating consolidation, options market pricing a moderate move by expiration Primary risks: Market volatility, earnings miss, regulatory changes Investment thesis: EVRG's recent price action suggests a potential breakout or breakdown is imminent. The stock's negative beta and low volatility indicators make it an attractive option for risk-averse investors. Recent news sentiment impact: Positive headlines have contributed to the stock's stability, but no significant catalysts are present.
Technical Analysis
Trend Direction
- Short-term (1-4 weeks): Consolidation
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Bullish
Support/Resistance Levels
- SMA 20: $81.17 (resistance)
- SMA 50: $83.15 (resistance)
- Upper Bollinger Band: $82.41 (resistance)
Momentum Signals
- RSI: 38.18 (neutral)
- MACD signal: Bearish momentum
- Bollinger Bands: Oversold condition
Volume Analysis
- Volume SMA 20: 2221838.85
- On-Balance Volume (OBV): 135211574.47
- Volume Rate of Change: 45.55% (high)
News & Sentiment Analysis
- Recent Headlines Summary: Positive news headlines have been prevalent, focusing on the company's dividend stocks and regulatory approvals.
- Sentiment Assessment: Aggregate news sentiment is positive, indicating a favorable environment for the stock.
- Catalyst Identification: No significant catalysts are present in the short term; earnings data availability would be a key event.
Risk & Volatility Assessment
- Beta Interpretation: EVRG's beta is -0.03, indicating a negative correlation with the market (inverse relationship).
- Volatility Regime: Current volatility levels are low, with HV30 at 15.1%.
- Options Market Signals: IV rank: 11.5% (Low), put/call ratios suggest bullish sentiment.
- Downside Protection: Support levels include SMA 20 ($81.17) and Bollinger Band Lower ($79.92).
Market Context & Positioning
- Sector Performance: EVRG's sector is performing well, indicating a positive market environment.
- Institutional Activity: Volume patterns suggest institutional interest in the stock.
- Correlation Analysis: EVRG has a negative correlation with the market (R-squared interpretation).
- Relative Valuation: The stock is positioned within its trading range, suggesting potential for a breakout or breakdown.
Key Levels & Action Items
- Critical Price Levels: SMA 20 ($81.17), Upper Bollinger Band ($82.41)
- Breakout/Breakdown Levels: SMA 50 ($83.15), historical volatility highs
- Time-Sensitive Catalysts: Earnings data availability would be a key event.
- Risk Management: Consider stop-loss levels at SMA 20 and position sizing considerations based on risk tolerance.
Please note that this report is for illustration purposes only and should not be used as investment advice. The actual analysis may vary based on the specific context and data provided.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-26 | After-Close | 6.25% | 0.62% | 0.10x | Within |
| 2021-05-06 | After-Close | 1.26% | 0.19% | 0.15x | Within |
| 2021-08-05 | After-Close | 6.49% | 0.49% | 0.08x | Within |
| 2021-11-03 | After-Close | 3.73% | 0.16% | 0.04x | Within |
| 2022-02-25 | After-Close | 6.63% | 0.22% | 0.03x | Within |
| 2022-05-05 | After-Close | 7.13% | 0.26% | 0.04x | Within |
| 2022-08-04 | After-Close | 0.66% | 0.60% | 0.91x | Within |
| 2022-11-04 | After-Close | 2.24% | 2.17% | 0.97x | Within |
| 2023-02-24 | After-Close | 5.90% | 0.73% | 0.12x | Within |
| 2023-05-05 | After-Close | 5.75% | 0.86% | 0.15x | Within |
| 2023-08-04 | After-Close | 5.38% | 0.59% | 0.11x | Within |
| 2023-11-07 | After-Close | 3.64% | 1.49% | 0.41x | Within |
| 2024-02-29 | After-Close | 3.90% | 0.85% | 0.22x | Within |
| 2024-05-09 | After-Close | 2.48% | 0.54% | 0.22x | Within |
| 2024-08-09 | After-Close | 2.68% | 0.29% | 0.11x | Within |
| 2024-11-07 | After-Close | 2.36% | 1.79% | 0.76x | Within |
| 2025-02-27 | After-Close | 4.38% | 0.51% | 0.12x | Within |
| 2025-05-08 | After-Close | 2.59% | 0.05% | 0.02x | Within |
| 2025-08-07 | After-Close | 2.47% | 0.62% | 0.25x | Within |
| 2025-11-06 | After-Close | 4.10% | 0.04% | 0.01x | Within |
| 2026-02-19 | After-Close | 2.11% | 0.92% | 0.44x | Within |
| 2026-05-07 | After-Close | 2.36% | 1.15% | 0.49x | Within |
| 2026-08-06 | After-Close | 3.64% | 0.43% | 0.12x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
EVRG Options Activity & IV Rank
EVRG IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Estimated net dealer gamma is at the 56th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Negative beta - stock moves opposite to market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $238.1M | #149 of 6285 | +120.2% | 13F | |
| Point72 Hedge fund Steve Cohen | $88.7M | #195 of 1945 | -36.1% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $63.9M | #500 of 3716 | +61.7% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $14.5M | #265 of 997 | +8.8% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $4.8M | #1489 of 3138 | -89.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2.7M | #1241 of 4729 | +108.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
EVRG Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $6.93M | 29.22% | 2026-06-30 |
| 2 | UBS Group AG Custodian | $5.56M | 23.43% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $4.90M | 20.66% | 2026-06-30 |
| 4 | Walleye Trading LLC | $2.13M | 9.00% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $1.25M | 5.28% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $893.21K | 3.77% | 2025-09-30 |
| 7 | Jane Street Group, LLC Custodian | $864.30K | 3.64% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $674.15K | 2.84% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $484.01K | 2.04% | 2026-06-30 |
| 10 | Walleye Capital LLC | $25.93K | 0.11% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $26.57M | 75.70% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $2.71M | 7.71% | 2026-06-30 |
| 3 | Portman Square Capital LLP | $2.38M | 6.77% | 2026-09-30 |
| 4 | Citadel Advisors LLC Custodian | $1.18M | 3.37% | 2026-06-30 |
| 5 | Capula Management Ltd | $1.07M | 3.05% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $847.01K | 2.41% | 2026-06-30 |
| 7 | Walleye Capital LLC | $267.93K | 0.76% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $60.50K | 0.17% | 2026-06-30 |
| 9 | Walleye Trading LLC | $17.29K | 0.05% | 2026-06-30 |
EVRG Insider Trading (Form 4)
Latest: 2026-10-09| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Charles A. Caisley | EVP & CHIEF CUST OFFCR | Sell (S) | −1,198 | $83.46 | -$100.0K | EDGAR |
| 2026-10-09 | Charles A. Caisley | EVP & CHIEF CUST OFFCR | Mixed | +977 | $80.30 | -$63.2K | EDGAR |
| 2026-10-05 | William Bryan Buckler | EVP - Chief Financial Officer | Mixed | +9,881 | $78.79 | -$472.7K | EDGAR |
| 2026-10-05 | Jonathan D Rolph | Director | Award (A) | — | — | EDGAR | |
| 2026-10-05 | C John Wilder | Director | Award (A) | — | — | EDGAR | |
| 2026-09-15 | Jonathan D Rolph | Director | Buy (P) | +1,640 | $81.47 | $133.6K | EDGAR |
| 2026-07-01 | C John Wilder | Director | Award (A) | — | — | EDGAR | |
| 2026-07-01 | Jonathan D Rolph | Director | Award (A) | — | — | EDGAR | |
| 2026-06-16 | Charles A. Caisley | EVP & CHIEF CUST OFFCR | Sell (S) | −10,787 | $83.46 | -$900.2K | EDGAR |
| 2026-06-04 | Sandra AJ Lawrence | Director | Sell (S) | −800 | $81.72 | -$65.4K | EDGAR |
| 2026-06-01 | Sandra AJ Lawrence | Director | Sell (S) | −1,161 | $82.87 | -$96.2K | EDGAR |
| 2026-05-08 | B Anthony Isaac | Director | Award (A) | +981 | — | EDGAR | |
| 2026-05-08 | Paul Keglevic | Director | Grant (A) | +1,961 RSU | — | EDGAR | |
| 2026-05-08 | Mary L. Landrieu | Director | Award (A) | — | — | EDGAR | |
| 2026-05-08 | Sandra AJ Lawrence | Director | Award (A) | +1,961 | — | EDGAR |
EVRG Insider Holdings
19 insiders · @ $84.95| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | C John Wilder | Director | 2,657,473 | $225.75M | $138.15M | 43 | 2026-10-05 |
| 2 | David A Campbell | President and CEO | 170,046 | $14.45M | $1.03M | 12 | 2026-03-03 |
| 3 | B Anthony Isaac | Director | 57,228 | $4.86M | $0 | 11 | 2026-05-08 |
| 4 | John T Bridson | SVP, GENERATION & OPS SUPPORT | 44,689 | $3.80M | $0 | 1 | 2026-03-03 |
| 5 | Heather A Humphrey | SVP - GEN COUNSEL, CORP SEC | 44,007 | $3.74M | -$743.0K | 21 | 2026-03-11 |
| 6 | Charles A. Caisley | EVP & CHIEF CUST OFFCR | 37,627 | $3.20M | -$1.98M | 24 | 2026-10-09 |
| 7 | Cleveland O Reasoner III | SVP, CHIEF NUCLEAR OFFICER | 25,593 | $2.17M | $0 | 1 | 2026-03-03 |
| 8 | William Bryan Buckler | EVP - Chief Financial Officer | 19,432 | $1.65M | $0 | 5 | 2026-10-05 |
| 9 | Charles L King | SVP & CHIEF TECHNOLOGY OFFICER | 18,359 | $1.56M | -$660.1K | 16 | 2026-03-13 |
| 10 | James Scarola | Director | 11,794 | $1.00M | $0 | 5 | 2026-05-08 |
EVRG Board & Officers
As of SEC filings through Oct 9, 2026Directors 12
- Ann D. Murtlow · since Jun 4, 2018
- B Anthony Isaac · since Jun 4, 2018
- Sandra AJ Lawrence · since Jun 4, 2018
- Sandra J Price · since Jun 4, 2018
- Paul Keglevic · since Mar 3, 2020
- David A Campbell · since Jan 4, 2021
- C John Wilder · since Mar 1, 2021
- Mary L. Landrieu · since Mar 1, 2021
- James Scarola · since May 3, 2022
- Neal A Sharma · since Jun 9, 2023
- Dean A Newton · since Oct 15, 2024
- Jonathan D Rolph · since Jan 1, 2025
Officers 9
- David A Campbell · President and CEO · since Jan 4, 2021
- Matthew B Gummig · Vice President & CAO · listed since May 2025
- William Bryan Buckler · EVP - Chief Financial Officer · since Oct 1, 2024
- Charles L King · SVP & Chief Technology Officer · since Feb 11, 2020
- Lesley Lissette Elwell · SVP & Chief People Officer · listed since Mar 2025
- Cleveland O Reasoner III · SVP, Chief Nuclear Officer · since Jan 6, 2026
- Charles A. Caisley · EVP & Chief Cust Offcr · listed since Mar 2026
- Heather A Humphrey · SVP - Gen Counsel, Corp Sec · since Jun 4, 2018
- John T Bridson · SVP, Generation & Ops Support · since Jan 6, 2026
Changes in the last 10 years (57)
| Mar 3, 2026 | Charles A. Caisley listed as EVP & Chief Cust Offcr (previously EVP - Pa & Chief Co) in SEC filings |
| Jan 6, 2026 | John T Bridson became SVP, Generation & Ops Support |
| Jan 6, 2026 | Cleveland O Reasoner III became SVP, Chief Nuclear Officer |
| May 2, 2025 | Matthew B Gummig listed as Vice President & CAO (previously Interim Controller & CAO) in SEC filings |
| Mar 4, 2025 | Lesley Lissette Elwell listed as SVP & Chief People Officer (previously SVP & Chief Hro & Chief Do) in SEC filings |
| Jan 1, 2025 | Jonathan D Rolph became a director |
| Dec 1, 2024 | Matthew B Gummig became Interim Controller & CAO |
| Nov 4, 2024 | The company announced the departure of Steven P Busser as VP & Chief Accounting Officer in an SEC filing |
| Oct 15, 2024 | Dean A Newton became a director |
| Oct 9, 2024 | Charles A. Caisley listed as EVP - Pa & Chief Co (previously SVP - Pa & Chief Co) in SEC filings |
| Oct 1, 2024 | William Bryan Buckler became EVP - Chief Financial Officer |
| Jun 21, 2024 | Geoffrey T Ley became VP, Acting CFO, Treasurer |
| Jun 4, 2024 | The company announced the departure of Kirkland B Andrews as EVP - Chief Financial Officer in an SEC filing |
| Mar 6, 2024 | The company announced the departure of Mark A Ruelle from the board in an SEC filing |
| Jun 9, 2023 | Neal A Sharma became a director |
| Mar 3, 2023 | Lesley Lissette Elwell listed as SVP & Chief Hro & Chief Do (previously SVP & Chief HR Officer) in SEC filings |
| Feb 13, 2023 | The company announced the departure of S Carl Soderstrom Jr from the board in an SEC filing |
| Jul 1, 2022 | The company announced the departure of Greg A Greenwood as Evp-Strategy & Chief Admin Off in an SEC filing |
| May 3, 2022 | James Scarola became a director |
| Mar 3, 2022 | Steven P Busser listed as VP & Chief Accounting Officer (previously VP - Risk Mgmt & Controller) in SEC filings |
| Dec 15, 2021 | The company announced the departure of Mollie H Carter from the board in an SEC filing |
| Dec 2, 2021 | The company announced the departure of John A Stall from the board in an SEC filing |
| Sep 7, 2021 | Lesley Lissette Elwell became SVP & Chief HR Officer |
| Aug 13, 2021 | Charles A. Caisley listed as SVP - Pa & Chief Co (previously SVP - Mktg & Pa & Chief Co) in SEC filings |
| Mar 4, 2021 | Anthony D Somma reported in an SEC filing no longer being EVP - Chief Financial Officer |
| Mar 1, 2021 | Mary L. Landrieu became a director |
| Mar 1, 2021 | C John Wilder became a director |
| Feb 24, 2021 | Kirkland B Andrews no longer listed as a director in SEC filings |
| Feb 24, 2021 | Kirkland B Andrews first listed as EVP - Chief Financial Officer in an SEC filing |
| Jan 4, 2021 | David A Campbell became a director |
| Jan 4, 2021 | David A Campbell became President and CEO |
| Mar 3, 2020 | Paul Keglevic became a director |
| Mar 3, 2020 | Kirkland B Andrews became a director |
| Feb 11, 2020 | Charles L King became SVP & Chief Technology Officer |
| Mar 25, 2019 | John A Stall became a director |
| Jun 4, 2018 | Thomas D Hyde became a director |
| Jun 4, 2018 | Terry D Bassham became a director |
| Jun 4, 2018 | Terry D Bassham became President and CEO |
| Jun 4, 2018 | Steven P Busser became VP - Risk Mgmt & Controller |
| Jun 4, 2018 | Scott D. Grimes became a director |
| Jun 4, 2018 | Sandra J Price became a director |
| Jun 4, 2018 | Sandra AJ Lawrence became a director |
| Jun 4, 2018 | S Carl Soderstrom Jr became a director |
| Jun 4, 2018 | Richard L Hawley became a director |
| Jun 4, 2018 | Mollie H Carter became a director |
| Jun 4, 2018 | Mark A Ruelle became a director |
| Jun 4, 2018 | Kevin E. Bryant became EVP - Chief Operating Officer |
| Jun 4, 2018 | John J Sherman became a director |
| Jun 4, 2018 | Jerl L. Banning became SVP - Chief People Officer |
| Jun 4, 2018 | Heather A Humphrey became SVP - Gen Counsel, Corp Sec |
| Jun 4, 2018 | Greg A Greenwood became Evp-Strategy & Chief Admin Off |
| Jun 4, 2018 | Gary D Forsee became a director |
| Jun 4, 2018 | Charles Q Chandler IV became a director |
| Jun 4, 2018 | Charles A. Caisley became SVP - Mktg & Pa & Chief Co |
| Jun 4, 2018 | B Anthony Isaac became a director |
| Jun 4, 2018 | Anthony D Somma became EVP - Chief Financial Officer |
| Jun 4, 2018 | Ann D. Murtlow became a director |
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Not reported recently (10)
- Kevin E. Bryant · Last reported as EVP - Chief Operating Officer in an SEC filing dated Nov 14, 2024
- Geoffrey T Ley · Last reported as VP, Acting CFO, Treasurer in an SEC filing dated Jun 25, 2024
- Thomas D Hyde · Last reported as a director in an SEC filing dated Oct 3, 2023
- Jerl L. Banning · Last reported as SVP - Chief People Officer in an SEC filing dated Mar 3, 2021
- Richard L Hawley · Last reported as a director in an SEC filing dated Jan 6, 2021
- Terry D Bassham · Last reported as a director in an SEC filing dated Jun 23, 2020
- Scott D. Grimes · Last reported as a director in an SEC filing dated Apr 2, 2020
- John J Sherman · Last reported as a director in an SEC filing dated Jan 6, 2020
- Charles Q Chandler IV · Last reported as a director in an SEC filing dated Jan 6, 2020
- Gary D Forsee · Last reported as a director in an SEC filing dated Jan 6, 2020
EVRG Proposed Insider Sales (Form 144)
Latest: 2026-06-15What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-15 | Caisley Charles A. | Officer | 11,985 | $999.6K | 2026-06-15 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-05-28 | FINANCIAL COUNSELORS INC | Director | 1,961 | $165.0K | 2026-05-28 | Capital Institutional Services | 10b5-1 | EDGAR |
| 2026-03-12 | CHARLES KING | Officer | 2,440 | $200.5K | 2026-03-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-03-10 | HEATHER HUMPHREY TRUST DATED 1-17-2025 | Officer | 3,650 | $300.0K | 2026-03-10 | UBS Financial Services Inc | — | EDGAR |
| 2026-02-25 | Murtlow Ann D. | Director | 2,847 | $232.2K | 2026-02-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-09-15 | Elwell Lesley Lissette | Director | 8,000 | $580.2K | 2025-09-15 | Edward Jones | — | EDGAR |
| 2025-06-10 | FINANCIAL COUNSELORS INC | Director | 2,311 | $156.0K | 2025-06-10 | CAPIS | — | EDGAR |
| 2024-11-27 | Charles Lynn King | Officer | 2,300 | $149.1K | 2024-11-27 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2024-11-13 | Kevin E. Bryant | Officer | 48,141 | $3.07M | 2024-11-13 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2024-09-03 | Caisley Charles A. | Officer | 9,236 | $550.3K | 2024-09-03 | Wells Fargo Clearing Services | — | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-07 | 0001193125-26-210269 | EDGAR |
| 2026-03-10 | 0001193125-26-100187 | EDGAR |
| 2026-02-19 | 0001193125-26-058075 | EDGAR |
| 2026-02-11 | 0001193125-26-046696 | EDGAR |
| 2026-01-07 | 0001193125-26-006331 | EDGAR |
| 2025-12-05 | 0001193125-25-309692 | EDGAR |
| 2025-11-25 | 0001193125-25-297242 | EDGAR |
| 2025-11-06 | 0001193125-25-268034 | EDGAR |
| 2025-09-03 | 0001193125-25-194473 | EDGAR |
| 2025-08-15 | 0001193125-25-181883 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-19 | 0001711269-26-000017 | EDGAR |
| 2025-02-27 | 0001711269-25-000004 | EDGAR |
| 2024-02-29 | 0001711269-24-000007 | EDGAR |
| 2023-02-24 | 0001711269-23-000011 | EDGAR |
| 2022-02-25 | 0001711269-22-000008 | EDGAR |
| 2021-02-26 | 0001711269-21-000023 | EDGAR |
| 2020-03-02 | 0001711269-20-000012 | EDGAR |
| 2019-02-22 | 0001711269-19-000013 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-07 | 0001711269-26-000057 | EDGAR |
| 2025-11-06 | 0001711269-25-000041 | EDGAR |
| 2025-08-07 | 0001711269-25-000022 | EDGAR |
| 2025-05-08 | 0001711269-25-000010 | EDGAR |
| 2024-11-07 | 0001711269-24-000032 | EDGAR |
| 2024-08-09 | 0001711269-24-000027 | EDGAR |
| 2024-05-09 | 0001711269-24-000013 | EDGAR |
| 2023-11-07 | 0001711269-23-000041 | EDGAR |
| 2023-08-04 | 0001711269-23-000031 | EDGAR |
| 2023-05-05 | 0001711269-23-000020 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $544.4M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.03% | $475.1M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.22% | $385.5M | — | 2026-09-30 |
| 4 | XLU State Street® Utilities Select Sector SPDR® ETF | SPDR (State Street) | 1.45% | $351.5M | $24.2B | 2026-10-21 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.03% | $254.9M | $878.4B | 2026-10-21 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.39% | $250.8M | — | 2026-09-30 |
| 7 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.03% | $235.9M | $820.7B | 2026-10-21 |
| 8 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $200.9M | — | 2026-10-21 |
| 9 | SDY State Street® SPDR® S&P® Dividend ETF | SPDR (State Street) | 0.80% | $174.2M | $21.7B | 2026-10-21 |
| 10 | VPU Vanguard Utilities ETF | Vanguard | 1.31% | $124.3M | — | 2026-09-30 |
| 11 | SPYD State Street® SPDR® Portfolio S&P 500® High Dividend ETF | SPDR (State Street) | 1.27% | $93.7M | $7.4B | 2026-10-21 |
| 12 | SPLV Invesco S&P 500 Low Volatility ETF | Invesco | 1.27% | $92.1M | — | 2026-10-21 |
| 13 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.14% | $80.2M | $57.2B | 2026-10-21 |
| 14 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.08% | $73.5M | — | 2026-09-30 |
| 15 | EMLP First Trust North American Energy Infrastructure Fund | First Trust | 1.67% | $69.1M | $4.1B | 2026-10-21 |
| 16 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.14% | $63.7M | $44.8B | 2026-10-21 |
| 17 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.03% | $52.8M | $184.5B | 2026-10-21 |
| 18 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.35% | $51.1M | — | 2026-05-31 |
| 19 | HDV iShares Core High Dividend ETF | iShares (BlackRock) | 0.33% | $50.9M | $15.9B | 2026-10-21 |
| 20 | SPHD Invesco S&P 500 High Dividend Low Volatility ETF | Invesco | 1.44% | $47.7M | — | 2026-10-21 |
| 21 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.05% | $42.7M | $84.8B | 2026-10-21 |
| 22 | FDL First Trust Morningstar Dividend Leaders Index Fund | First Trust | 0.42% | $33.8M | $8.1B | 2026-10-21 |
| 23 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.43% | $33.7M | $7.9B | 2026-10-21 |
| 24 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.04% | $33.6M | — | 2026-10-21 |
| 25 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.06% | $31.7M | $50.7B | 2026-10-21 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $1.50B | $215.00M | $0.91 | $348.60M |
| Q1 '26 | 2026-03-31 | $1.44B | $151.50M | $0.64 | $362.50M |
| Q4 '25 | 2025-12-31 | $1.34B | $84.30M | $0.35 | $334.00M |
| Q3 '25 | 2025-09-30 | $1.81B | $475.00M | $2.03 | $937.70M |
| Q2 '25 | 2025-06-30 | $1.44B | $171.30M | $0.74 | $323.90M |
| Q1 '25 | 2025-03-31 | $1.37B | $125.00M | $0.54 | $449.60M |
| Q4 '24 | 2024-12-31 | $1.26B | $78.20M | $0.34 | $395.60M |
| Q3 '24 | 2024-09-30 | $1.81B | $465.60M | $2.02 | $953.30M |
| Q2 '24 | 2024-06-30 | $1.45B | $207.00M | $0.90 | $337.00M |
| Q1 '24 | 2024-03-31 | $1.33B | $122.70M | $0.53 | $297.80M |
| Q4 '23 | 2023-12-31 | $1.19B | $58.00M | $0.25 | $428.50M |
| Q3 '23 | 2023-09-30 | $1.67B | $351.60M | $1.53 | $836.50M |
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.