BofA analysts maintain Buy ratings on Eversource, Evergy, H2O Americas and PPL, citing strong regulatory backdrop and data‑center demand.
Companies report solid Q4 2025 earnings, sizable capital plans and growth outlooks, with EPS targets up to 8% annually through 2029.
Notable developments include Eversource’s $1.6 bn net cash proceeds, Evergy’s $350 m 2029 notes, H2O’s $2.7 bn capex boost and PPL’s $23 bn investment plan.