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.
The chart shows the growth of an initial investment of $10,000 in Evergy, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Evergy, Inc. (EVRG) has returned 14.53% so far this year and 26.42% over the past 12 months. Looking at the last ten years, EVRG has achieved an annualized return of 4.28%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
EVRG
1M0.63%
6M8.09%
YTD14.53%
1Y26.42%
5Y6.38%
10Y4.28%
Benchmark (SPY)
1M-2.61%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Evergy, Inc. (EVRG) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
6.08%
9.24%
-1.66%
1.33%
2025
3.38%
8.27%
0.29%
0.51%
-3.56%
4.28%
2.16%
0.37%
7.07%
1.07%
1.09%
-6.36%
2024
-2.59%
-2.04%
7.93%
-1.74%
4.73%
-2.97%
8.86%
1.69%
4.73%
-2.69%
7.15%
-4.99%
2023
-1.62%
-5.60%
4.55%
2.10%
-6.57%
1.02%
2.81%
-8.25%
-7.97%
-2.71%
3.63%
1.77%
2022
-5.29%
-3.81%
9.84%
-0.69%
2.85%
-7.08%
4.17%
0.68%
-13.52%
1.01%
-3.36%
5.22%
2021
-2.94%
-0.50%
9.89%
7.42%
-3.14%
-2.52%
7.50%
4.27%
-9.29%
2.48%
-0.71%
7.45%
2020
10.76%
-9.55%
-17.59%
10.96%
6.95%
-3.91%
9.42%
-17.64%
-4.13%
8.51%
-1.07%
-1.09%
2019
1.08%
-2.44%
3.57%
-0.28%
1.04%
2.87%
0.62%
7.62%
2.35%
-3.69%
-0.92%
3.14%
2018
3.03%
-0.09%
2.22%
-4.10%
1.87%
6.15%
-4.10%
Performance Indicators
The charts below present risk-adjusted performance metrics for Evergy, Inc. (EVRG) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of EVRG compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Evergy, Inc. volatility is 1.07%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
Liabilities And Equity (USD)
33.95B
32.28B
30.98B
29.49B
28.52B
27.11B
25.98B
25.60B
Equity Attributable To Parent (USD)
10.22B
9.96B
9.66B
9.48B
9.24B
8.73B
8.57B
10.03B
Equity Attributable To Noncontrolling Interest (USD)
The article recommends three dividend stocks for long-term investors seeking stable income and growth: Enterprise Products Partners (EPD), a midstream energy company with 27 years of consecutive distribution increases and a 5.6% yield; Evergy (EVRG), a utility stock benefiting from AI data center expansion in Kansas and Missouri with an 8%+ annual EPS growth forecast and 3.4% dividend yield; and United Parcel Service (UPS), a logistics leader with a 6.8% dividend yield positioned for profitability improvements as it restructures its business and reduces Amazon dependence.
The Motley Fool•Keith Speights
AI Insight
Utility stock with monopoly in service areas, 50% clean energy generation, significant AI data center growth opportunities in Kansas and Missouri region, expected 8%+ annual EPS growth from 2028 onwards, and 23 consecutive years of dividend increases with 3.4% yield.
Energy investors face mixed signals in 2026 as oil prices remain depressed due to global oversupply, while renewable energy projects face policy headwinds from the Trump administration's pause on offshore wind projects. Despite challenges, analysts highlight opportunities in well-capitalized midstream companies, cost-efficient oil producers, and renewable energy leaders positioned to benefit from long-term demand trends and infrastructure spending.
The Motley Fool•Motley Fool Staff
AI Insight
Regional utility serving Kansas and Missouri with tax incentives for data centers. Benefits from Meta and other tech companies building data centers in the region.
Despite concerns over Trump's tariffs, three U.S. companies - Kroger, Evergy, and Vertex Pharmaceuticals - are well-positioned to weather the storm. Kroger's domestic focus and private-label products, Evergy's essential utility services, and Vertex's innovative drug pipeline make them resilient to trade policy changes.
The Motley Fool•The Motley Fool
AI Insight
Evergy, a utility company serving Kansas and Missouri, is not significantly affected by tariffs as its customers will continue to need its essential electricity services.
The article discusses three utility stocks that are expected to benefit from a more business-friendly regulatory environment in the coming years, with a focus on their earnings growth, dividend yields, and capital investment plans.
Investing.com•Marketbeat.Com
AI Insight
The article highlights Evergy's diverse energy generation mix, its backlog of projects including data centers and an EV battery manufacturing facility, and its consistent dividend growth, indicating a positive outlook for the company.
The article discusses the author's decision to invest in two high-yield dividend stocks, Evergy and U.S. Bancorp, citing their attractive dividends and growth potential as the key reasons for the investments.
The Motley Fool•Keith Speights
AI Insight
The author likes Evergy's 4.15% forward dividend yield, its expected earnings growth, and its stability as a regulated monopoly in its service areas.
Pampa Energia's strategic investments, expansion in generation, transmission and distribution, and growth in renewable energy make it a strong investment option in the utility sector. The company's financials and performance also support a positive sentiment.
Benzinga•Zacks
AI Insight
Evergy is a top-ranked stock in the same industry as Pampa Energia, with a Zacks Rank #2 (Buy) and a long-term earnings growth rate of 5.85%.
Barclays has downgraded Consolidated Edison's stock from Equal Weight to Underweight, citing the company's overvaluation. The firm believes the market has prematurely factored in positive results from the Orange & Rockland rate case and a higher Return on Equity in the upcoming CECONY General Rate Case cycle.
Investing.com•Emilio Ghigini
AI Insight
The article mentions changes in Evergy's executive leadership, but does not provide a clear sentiment on the company's performance or outlook.
Evergy is a utility with an investment-grade balance sheet that should benefit from an expanding need for electricity. Read how utilities like Evergy can benefit from tech innovation.
Dominion Energy (D) is currently a solid investment opportunity for investors, given its rising earnings estimates, stable performance and rising demand to boost its performance.
