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Evergy (EVRG) SEC Filings, Jun-Aug 2026

EVRG NASDAQ

Evergy, Inc. filings document the regulatory disclosures of a Nasdaq-listed electric utility holding company and its utility registrants, including Evergy Kansas Central and Evergy Metro. The record includes Form 8-K reports for operating results and financial condition, material-event disclosures, debt issuance, credit agreements, supplemental indenture matters, and common stock registration information.

Evergy’s proxy materials cover annual meeting business, board elections, shareholder voting matters, governance, and executive compensation. Its capital-structure filings describe notes, term loan facilities, covenants, underwriting agreements, and related exhibits tied to utility financing and regulated investment needs.

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Evergy, Inc. reported stronger second quarter 2026 results, with GAAP net income of $215.0 million, or $0.91 per share, compared with $171.3 million, or $0.74 per share, in second quarter 2025. Adjusted earnings (non-GAAP) were $208.5 million, or $0.88 per share, versus $191.1 million, or $0.82 per share, a year earlier. Year to date June 30, 2026, net income was $366.5 million, or $1.55 per share, and adjusted earnings (non-GAAP) were $370.3 million, or $1.57 per share.

Management cited recovery of regulated investments, growth in weather-normalized demand and higher large customer revenues, partially offset by higher operations and maintenance and depreciation and amortization expenses. Evergy reaffirmed 2026 adjusted EPS guidance of $4.14 to $4.34 and its long-term adjusted EPS annual growth target of 6% to 8%+ through 2030, with expected growth above 8% from 2028 through 2030. The board declared a quarterly dividend of $0.6950 per share, payable September 18, 2026, to shareholders of record on August 18, 2026.

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Evergy, Inc. and its utility subsidiaries reported higher Q2 2026 results. Consolidated operating revenues were $1,500.1 million versus $1,437.0 million a year earlier, and net income attributable to Evergy, Inc. was $215.0 million versus $171.3 million; basic EPS was $0.93 versus $0.74.

Year to date, operating revenues reached $2,943.8 million and net income attributable to Evergy, Inc. was $366.5 million. Operating cash flow was $711.1 million, while additions to property, plant and equipment were $1,811.8 million, reflecting substantial investment in regulated utility assets.

The company enhanced liquidity with a new $3.5 billion master credit facility and continues to manage $1,155.9 million of remaining 4.50% convertible notes, now classified as current debt after becoming convertible. Evergy also entered long-term electric service agreements with large data-center customers, with remaining minimum consideration of $8.9 billion for Evergy and weighted average contract terms of up to 17 years across its utilities.

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Vanguard Portfolio Management LLC filed an amended beneficial ownership report for Evergy Inc. common stock. Vanguard and certain affiliates reported beneficial ownership of 11,355,179 shares, representing 4.94% of the class as of June 30, 2026.

They reported sole voting power over 26,080 shares and sole dispositive power over 11,355,179 shares, with no shared voting or dispositive power. The position includes securities held by Vanguard funds and managed accounts over which Vanguard entities exercise voting and/or dispositive power, and no other single person’s interest exceeds 5%.

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WILDER C JOHN reported acquisition or exercise transactions in this Form 4 filing.

Evergy, Inc. director C. John Wilder reported routine equity compensation. An entity associated with him, BEP Special Situations V LLC, indirectly holds 2,657,473 shares of Evergy common stock, with Wilder disclaiming beneficial ownership except for his economic interest.

Wilder also received a grant of 405 Director Deferred Share Units as partial payment of retainer fees that he elected to defer. Following this grant and correction of a prior omission of 243 units, he now directly holds 29,466 Director Deferred Share Units, each representing the right to receive one Evergy share after his board service ends.

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Evergy, Inc. director Jonathan D. Rolph reported a grant of 348 Director deferred share units linked to Evergy common stock. These units were received as partial payment of Board retainer fees elected to be deferred. Each unit represents the right to receive one Evergy common share, plus stock from reinvested dividends if applicable, and is converted to stock and distributed after his Board service ends. Following this grant, he holds 7,337 Director deferred share units directly. The filing also lists common stock holdings of 800 shares held directly and additional indirect holdings in family gift trusts for his son and daughter.

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Evergy Kansas Central, Inc., a subsidiary of Evergy, Inc., has issued $350,000,000 of First Mortgage Bonds bearing interest at 5.300% and maturing in 2036. The bonds were sold on July 1, 2026 under an underwriting agreement dated June 22, 2026 with Barclays Capital, BNY Mellon Capital Markets, Goldman Sachs & Co. and U.S. Bancorp Investments as representatives of the underwriters.

The Mortgage Bonds were issued under an existing shelf registration statement on Form S-3 and are governed by a Fifty-Fifth Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. Evergy Kansas Central also filed the underwriting agreement, the supplemental indenture, and a legal opinion on the validity of the bonds as exhibits.

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Evergy, Inc. and its utility subsidiaries entered into a new syndicated Credit Facility providing up to $3.5 billion of revolving borrowing capacity. The master revolving credit facility also allows up to $200 million in letters of credit and $250 million in swingline loans outstanding at any time.

The facility matures on June 30, 2031 and, if no default exists and conditions are met, may be extended twice for additional one-year terms. It includes leverage covenants capping total indebtedness to total capitalization at 0.65-to-1.0 for Evergy Kansas Central, Evergy Metro and Evergy Missouri West, and 0.675-to-1.0 for Evergy.

Concurrently, Evergy and its subsidiaries terminated a $2.5 billion amended and restated credit agreement scheduled to mature on August 31, 2028, and Evergy terminated a $1 billion Delayed Draw Term Loan Credit Agreement with commitments that were due to expire on August 10, 2026. No early termination penalties were incurred.

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Evergy, Inc. executive Charles A. Caisley sold 10,787 shares of common stock in an open-market transaction at a weighted average price of $83.4556 per share. The shares were sold in multiple trades within a price range of $83.45 to $83.48.

According to the disclosure, the proceeds are intended to help fund his acquisition of a residence and cover tax obligations, indicating a personal liquidity reason for the sale. After the transaction, he directly holds 37,789 Evergy common shares.

He also has 27,496 restricted stock units outstanding that convert into Evergy common stock on a one-for-one basis, vesting in several tranches from October 7, 2026 through March 1, 2029, generally contingent on continued employment.

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EVRG submitted a Form 144 notice reporting a proposed resale of 11,985 shares through Wells Fargo Clearing Services with a trade date shown as 06/15/2026. The filing lists underlying compensation grants totaling 11,985 shares across four grant dates: 10/07/2025 (1,199), 03/01/2025 (3,686), 03/03/2023 (1,212) and 08/12/2024 (5,888).

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Evergy, Inc. director Sandra AJ Lawrence reported open-market sales of company stock. On June 2, 2026, she sold 600 shares of Evergy common stock at a weighted average price of about $81.41 per share, followed by a sale of 200 shares on June 3, 2026 at about $82.63 per share.

After these transactions, she directly holds 480 shares of Evergy common stock. She also holds director deferred share units tied to 75,258 underlying shares of common stock, which will be converted into shares and distributed after her Board service ends, according to her prior elections.

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FAQ

How many Evergy (EVRG) SEC filings are available on StockTitan?

StockTitan tracks 80 SEC filings for Evergy (EVRG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Evergy (EVRG)?

The most recent SEC filing for Evergy (EVRG) was filed on August 6, 2026.