Exploring Evergy, Inc. (EVRG) Investor Profile: Who’s Buying and Why?

Are you keeping an eye on Evergy, Inc. (EVRG) and wondering who's investing in this utility giant and, more importantly, why? Institutional investors clearly favor Evergy, holding a significant 89% of the company's shares, making their actions highly influential on the stock price. But it's not just about institutions; the general public also holds a notable 10% stake. With Evergy's revenue for 2024 at $5.85 billion, a 6.16% increase from the previous year, and earnings reaching $873.50 million, up by 19.44%, understanding the investor profile becomes crucial. So, who are the major players, and what makes Evergy an attractive investment?

Evergy, Inc. (EVRG) Who Invests in [Company Name] and Why?

Understanding the investor profile of Evergy, Inc. (EVRG) provides valuable insights into the company's stock dynamics and long-term prospects. Investors are generally categorized into retail investors, institutional investors, and hedge funds, each with different motivations and strategies.

Here is a breakdown of the key investor types in Evergy, Inc. (EVRG):

• Institutional Investors: These entities, including mutual funds, pension funds, and insurance companies, hold a significant portion of Evergy's shares. As of March 2025, institutional investors hold approximately 89% of Evergy's stock. The top institutional holders include:
  • Vanguard Group Inc. with 13% of shares outstanding
  • BlackRock, Inc. with 7.6%
  • State Street Global Advisors, Inc. with 7.3%
• Retail Investors: Individual investors or the general public hold about 10% of Evergy's stock.
• Hedge Funds: While hedge funds do have positions in Evergy, Inc., their investment is not considered meaningful.

Institutional investors commonly benchmark their returns against well-known indices, which influences their investment decisions. The significant institutional ownership in Evergy suggests that analysts working for these institutions view the stock favorably.

Here are some key data points regarding institutional ownership:

• 1493 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).
• These institutions hold a total of 237,951,822 shares.

The top institutional investors as of December 31, 2024, included:

• Vanguard Group Inc. holding 30,665,885 shares
• BlackRock, Inc. holding 17,433,199 shares
• State Street Corp holding 16,737,392 shares
• Invesco Ltd. holding 6,772,172 shares
• Franklin Resources Inc. holding 5,660,930 shares
• Geode Capital Management, Llc holding 5,637,257 shares
• Fmr Llc holding 4,246,147 shares
• Millennium Management Llc holding 4,026,909 shares
• Zimmer Partners, Lp. holding 3,709,310 shares
• Morgan Stanley holding 3,622,409 shares

Here is a summary of hedge fund trading activity in Evergy (EVRG):

• Hedge funds increased holdings by 885.9K shares last quarter.
• Based on 13F filings, 488 hedge funds have submitted information to the SEC.

Some hedge funds with activity in Evergy include:

• EntryPoint Capital, LLC: New position, $456,639
• Woodline Partners LP: New position, $850,067
• Wexford Capital LP: Added 15.07%, $6,015,096
• Gotham Asset Management LLC: Added 40.50%, $15,399,748
• Gamco Investors, Inc. ET AL: Reduced position

Several factors attract investors to Evergy, Inc. (EVRG):

• Growth Prospects: Evergy is making significant investments in renewable energy and infrastructure, which are expected to drive future earnings growth. The company's capital investment plan for 2025-2029 is $17.5 billion.
• Dividends: Evergy has a solid track record of paying dividends. The company's dividend policy targets a payout ratio of 60%-70% of operating earnings. The annual dividend for 2025 is $2.67 per share.
• Market Position: Evergy is a regulated electric utility with a substantial rate base, providing a stable and predictable revenue stream.

Here are some key investment motivations:

• Stable Returns: As a regulated utility, Evergy offers relatively stable and predictable returns compared to other sectors.
• Dividend Income: Evergy's consistent dividend payments make it attractive to income-seeking investors. The dividend yield as of April 2025 is approximately 4.03%.
• Long-Term Growth: Investments in renewable energy and infrastructure position Evergy for long-term growth in a changing energy landscape.

Typical investment strategies observed among Evergy investors include:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, reflecting confidence in Evergy's stability and long-term growth potential.
• Value Investing: Some investors may view Evergy as undervalued based on its intrinsic value.

Analysts' perspectives on Evergy's stock are generally positive. The consensus rating is a 'Strong Buy,' with an average 12-month price target of $72.00. This represents a 5.31% increase from the current price.

According to Evergy's 2024 results, the company's GAAP earnings were $873.5 million ($3.79 per share), up from $731.3 million ($3.17 per share) in 2023. Adjusted earnings reached $877.9 million ($3.81 per share) compared to $815.6 million ($3.54 per share) in 2023.

In summary, Evergy's investor base is primarily composed of institutional investors who are drawn to the company's stability, dividend payouts, and growth prospects in the evolving energy sector. The company's commitment to renewable energy and infrastructure investments, combined with a supportive regulatory environment, makes it an attractive option for long-term investors.

For more insights into Evergy, Inc., explore: Evergy, Inc. (EVRG): History, Ownership, Mission, How It Works & Makes Money

Evergy, Inc. (EVRG) Institutional Ownership and Major Shareholders of Evergy, Inc. (EVRG)

Institutional ownership in Evergy, Inc. (EVRG) reflects the extent to which large financial institutions, such as mutual funds, hedge funds, and pension funds, hold shares in the company. Analyzing this ownership can provide insights into market sentiment and potential stock price movements.

Here's an overview of Evergy, Inc. (EVRG)'s institutional ownership, recent changes, and the potential impact of these investors:

Top Institutional Investors:

As of the latest available data, the top institutional investors in Evergy, Inc. (EVRG) include:

• Vanguard Group: Holding a significant number of shares, Vanguard is a major institutional investor in Evergy, Inc. (EVRG).
• BlackRock Fund Advisors: BlackRock is another key institutional holder, with a substantial stake in the company.
• State Street Corporation: As one of the largest asset managers globally, State Street also holds a notable position in Evergy, Inc. (EVRG).

These firms often manage large index funds and ETFs, leading to significant ownership positions in major publicly traded companies like Evergy, Inc. (EVRG).

Changes in Ownership:

Recent activity in institutional ownership can indicate the confidence level of major investors:

Based on recent filings, some institutional investors may have slightly increased or decreased their positions in Evergy, Inc. (EVRG). Monitoring these changes can provide insights into the evolving sentiment of large shareholders. For instance, if a major fund increases its stake, it could signal a positive outlook on the company's future performance. Conversely, a decrease might suggest concerns or a strategic portfolio adjustment.

Impact of Institutional Investors:

Institutional investors can exert considerable influence on Evergy, Inc. (EVRG)’s stock price and corporate strategy:

• Stock Price: Large trades by these institutions can lead to significant price movements. Positive news or increased buying activity can drive the stock price up, while selling pressure can cause declines.
• Corporate Strategy: Institutional investors often engage with company management regarding strategic decisions, performance, and governance. Their feedback can influence the direction and policies of Evergy, Inc. (EVRG).

Understanding the composition and behavior of these major shareholders is crucial for investors looking to gain a deeper understanding of Evergy, Inc. (EVRG)’s market dynamics. For more insights into Evergy, Inc. (EVRG), explore: Mission Statement, Vision, & Core Values of Evergy, Inc. (EVRG).

Additional Considerations:

When evaluating institutional ownership, it's also important to consider:

• Percentage of Total Shares: The overall percentage of shares held by institutions provides a general sense of institutional interest in the company.
• Diversity of Holders: A wide range of institutional holders can reduce the risk of large-scale sell-offs initiated by a single entity.
• Activist Investors: Keep an eye out for activist investors who may seek to influence company policy more directly.

Evergy, Inc. (EVRG) Key Investors and Their Impact on Evergy, Inc. (EVRG)

Understanding the investor profile of Evergy, Inc. (EVRG) provides valuable insights into the company's stability, strategic direction, and potential stock performance. Key investors can exert considerable influence on company decisions and market perceptions. Examining their recent moves and overall investment strategies helps stakeholders assess the company's future prospects.

Institutional investors and mutual funds often hold significant stakes in Evergy, Inc. (EVRG). These large entities conduct extensive research before investing, and their involvement can lend credibility to the company. Their actions, such as increasing or decreasing their positions, can drive stock price movements and influence market sentiment. Notable investors may include:

• Vanguard Group: Known for its index funds and low-cost investment options, Vanguard typically holds a substantial percentage of Evergy's shares.
• BlackRock Fund Advisors: As one of the world's largest asset managers, BlackRock's investment decisions carry significant weight.
• State Street Corporation: Another major institutional investor, State Street, often holds a considerable stake in Evergy.
• Other Institutional Investors: Pension funds, insurance companies, and hedge funds also play a role in Evergy's investor landscape.

These investors impact Evergy, Inc. (EVRG) through several channels:

• Voting Rights: Large shareholders have the power to influence corporate governance by voting on key issues such as board member elections, executive compensation, and major strategic decisions.
• Market Influence: Significant purchases or sales of Evergy's stock can affect its price, sending signals to other investors.
• Engagement with Management: Major investors often engage directly with company management to discuss performance, strategy, and governance issues.

Recent moves by key investors, such as acquiring or divesting large stakes, are closely watched by analysts and other market participants. For example, a major institutional investor increasing its holdings could signal confidence in Evergy's future prospects, while a significant sell-off might raise concerns.

Activist investors sometimes target Evergy, Inc. (EVRG), seeking to influence company strategy or operations to increase shareholder value. Their involvement can lead to significant changes, such as cost-cutting measures, asset sales, or shifts in strategic direction. Monitoring these activities is crucial for understanding potential shifts in the company's trajectory.

Examining the ownership structure and the strategies of key investors provides a deeper understanding of Evergy, Inc. (EVRG). This knowledge is invaluable for making informed investment decisions and assessing the company’s long-term potential. More in-depth information about Evergy, Inc. (EVRG) can be found at this link: Evergy, Inc. (EVRG): History, Ownership, Mission, How It Works & Makes Money.

Below is a sample table, for illustrative purposes, presenting hypothetical data regarding Evergy's key investors and their estimated holdings as of the end of the 2024 fiscal year. Please note that the actual figures may vary and are subject to change.

Disclaimer: The data provided in the table is for illustrative purposes only and does not constitute financial advice. Actual holdings and recent activities may differ. Investors should consult reliable financial sources and conduct their own research before making investment decisions.

Evergy, Inc. (EVRG) Market Impact and Investor Sentiment

Understanding investor sentiment and the impact of major shareholders on Evergy, Inc. (EVRG) is crucial for gauging the company's current market position and future prospects. Recent market reactions and analyst perspectives further enrich this understanding.

Investor Sentiment: The sentiment of major shareholders can significantly influence a stock's performance. While specific real-time sentiment data is dynamic and can fluctuate, here are key aspects to consider:

• Positive Sentiment: Typically indicates confidence in Evergy, Inc.'s (EVRG) strategic direction, financial health, and growth potential. This can lead to increased investment and a positive impact on the stock price.
• Neutral Sentiment: Suggests a wait-and-see approach, where investors are neither overly optimistic nor pessimistic. This might be due to market uncertainty or pending company announcements.
• Negative Sentiment: Could reflect concerns about Evergy, Inc.'s (EVRG) performance, regulatory challenges, or broader economic factors, potentially leading to decreased investment and a negative impact on the stock price.

Recent Market Reactions: How the stock market reacts to changes in ownership or large investor moves provides valuable insights. For example:

• Significant Acquisitions: If a major institutional investor acquires a substantial stake in Evergy, Inc. (EVRG), it can signal confidence in the company's future, often leading to a stock price increase.
• Large Divestitures: Conversely, if a major investor sells off a significant portion of their holdings, it can create uncertainty and potentially drive the stock price down.
• Earnings Reports: Market reactions to quarterly or annual earnings reports can also influence investor sentiment. Positive earnings surprises typically boost confidence, while disappointing results may lead to concern.

Analyst Perspectives: Financial analysts play a crucial role in interpreting market dynamics and providing recommendations on stocks like Evergy, Inc. (EVRG). Their insights often focus on:

• Impact of Key Investors: Analysts assess how major shareholders influence Evergy, Inc.'s (EVRG) strategic decisions, such as capital allocation, dividend policies, and growth initiatives.
• Future Outlook: They provide forecasts on Evergy, Inc.'s (EVRG) financial performance, taking into account factors like regulatory changes, infrastructure investments, and market competition.
• Stock Recommendations: Based on their analysis, analysts issue ratings (e.g., buy, hold, sell) and price targets, which can influence investor behavior and market sentiment.

Here's a hypothetical example of how different investor activities and market reactions might play out:

In addition to understanding market impact and investor sentiment, it's helpful to know more about the company's core values: Mission Statement, Vision, & Core Values of Evergy, Inc. (EVRG).