Nrg Energy Inc. Stock Price, News & Analysis

NRG (NYSE: NRG) announced a charitable expansion of its Meals for Millions initiative with a commitment of more than $400,000 to food banks and hunger relief organizations and hundreds of volunteer hours.

Funding is routed through PositiveNRG and will support programs in Texas, Pennsylvania, New Jersey, Massachusetts, Illinois, and Ohio. Company leadership framed the effort as timely support ahead of the holiday season, aiming to strengthen local and regional food assistance partners.

NRG (NYSE: NRG) reported solid Q3 2025 results and reaffirmed raised 2025 guidance while initiating 2026 standalone guidance. Key Q3 metrics: GAAP Net Income $152M, Adjusted Net Income $537M, Adjusted EPS $2.78, Adjusted EBITDA $1,205M, and FCFbG $828M. The company expanded data center retail agreements to 445 MW, closed a $562M TEF loan for Cedar Bayou (689 MW), and expects ~1.5 GW of TEF generation by mid-2028. NRG is on track to close the 13 GW LS Power portfolio in Q1 2026, announced a new $3B share buyback authorization (expecting $1B in 2026), and raised the annual dividend to $1.90.

NRG (NYSE: NRG) declared a quarterly dividend of $0.44 per share, equal to an annualized rate of $1.76 per share. The dividend is payable on November 17, 2025 to shareholders of record as of November 3, 2025.

NRG (NYSE:NRG) held its 18th annual positiveNRG Impact Week from Sept 15–19, 2025, mobilizing thousands of employees across 41 communities in the U.S. and Canada to fight food insecurity. Teams packed, sorted, and prepared over 2 million meals for local nonprofits and food banks, including Houston Food Bank, Philabundance, Greater Pittsburgh Community Food Bank, Kids’ Meals, and Brown Bagging for Calgary Kids. The effort coincided with Hunger Action Month and spotlighted regional hunger partners serving families in need. NRG emphasized community impact and volunteer engagement as core outcomes of the week.

NRG Energy (NYSE:NRG) has announced the pricing of concurrent offerings of secured and unsecured notes totaling $4.9 billion. The offerings include $1.25 billion in secured notes split between 4.734% notes due 2030 and 5.407% notes due 2035, plus $3.65 billion in unsecured notes comprising 5.750% notes due 2034 and 6.000% notes due 2036.

The proceeds will partially fund the previously announced Lightning Power, LLC acquisition and repay $500 million of existing secured notes due December 2025. The notes, offered only to qualified institutional buyers under Rule 144A, will be guaranteed by NRG's wholly-owned U.S. subsidiaries and secured by first-priority collateral.

NRG Energy (NYSE:NRG) has announced concurrent offerings of senior secured and unsecured notes. The offerings include senior secured first lien notes due 2030 and 2035, as well as senior unsecured notes due 2034 and 2036.

The proceeds will partially fund the previously announced Lightning Power, LLC acquisition and repay $500 million of senior secured first lien notes maturing in December 2025. The notes will be guaranteed by NRG's wholly-owned U.S. subsidiaries and offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S.

NRG Energy (NYSE:NRG) has announced significant increases to its 2025 financial guidance, demonstrating strong business performance across all segments. The company raised its Adjusted Net Income guidance to $1,470-$1,590 million, up $100 million at midpoint, and increased Adjusted EPS guidance to $7.55-$8.15, representing a $0.60 increase at midpoint.

Additionally, NRG elevated its Adjusted EBITDA guidance to $3,875-$4,025 million and Free Cash Flow before Growth to $2,100-$2,250 million. The improved outlook reflects exceptional business performance and favorable weather conditions. The company will report its Q3 2025 financial results on November 6, 2025, with a conference call scheduled for 9:00 a.m. EST.

NRG Energy (NYSE:NRG) has announced its dual listing on NYSE Texas, a new fully electronic equities exchange based in Dallas, Texas. The company will maintain its primary listing on the New York Stock Exchange while trading under the same ticker symbol "NRG" on NYSE Texas.

As a Founding Member of NYSE Texas, NRG Energy, headquartered in Houston, emphasizes its commitment to Texas communities. The company's CEO Larry Coben highlighted their 20-year relationship with NYSE and their dedication to powering Texas communities, businesses, and families.

NRG Energy (NYSE:NRG) reported Q2 2025 financial results with a GAAP Net Loss of $(104) million but strong non-GAAP performance including Adjusted EBITDA of $909 million and Adjusted EPS of $1.73. The company reaffirmed its 2025 guidance, trending at the upper end of ranges.

Key developments include signing 295 MW of data center power agreements with potential expansion to 1 GW, securing a $216 million Texas Energy Fund loan for the T.H. Wharton facility, and increasing its Texas Residential Virtual Power Plant target from 20 MW to 150 MW for 2025. The previously announced acquisition from LS Power remains on track for Q1 2026 closing.

The company plans to return $1.3 billion to shareholders via share repurchases and approximately $345 million in dividends in 2025, having completed $768 million in repurchases and distributed $173 million in dividends through July 2025.