Stephen Byrd Analyst Performance

Global Head of Thematic Research & Sustainability Research at Morgan Stanley

Stephen Byrd is a stock analyst at Morgan Stanley focused in the utilities sector, covering 45 publicly traded companies. Over the past year, Stephen Byrd has issued 39 stock ratings, including buy, hold, and sell recommendations. While full access to Stephen Byrd's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Stephen Byrd's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ranking: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 327 Last 10 Years
Buy Recommendations: 30.28% 99 Buy Ratings
Companies Covered: 45 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	30.3%	99 ratings
Hold	60.2%	197 ratings
Sell	9.5%	31 ratings

Out of 327 total stock ratings issued by Stephen Byrd at Morgan Stanley, the majority (60.2%) have been Hold recommendations, followed by 30.3% Buy and 9.5% Sell.

Best & Worst Calls

Best Call
0000.0%
BE
Sep 2019
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Worst Call
000.0%
PCG
Oct 2018
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Exchange Coverage

Exchange	Percentage	Count
NYSE	73.3% of companies on NYSE	33 companies
NASDAQ	24.4% of companies on NASDAQ	11 companies
OTCMKTS	2.2% of companies on OTCMKTS	1 company

Stephen Byrd, an analyst at Morgan Stanley, currently covers 45 companies listed on NYSE, NASDAQ and OTCMKTS, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Utilities 30 companies	66.7%
	Energy 9 companies	20.0%
	Industrials 3 companies	6.7%
	Finance 1 company	2.2%
	Computer and Technology 1 company	2.2%
	Miscellaneous 1 company	2.2%

Stephen Byrd of Morgan Stanley specializes in stock coverage within the Utilities sector, with additional focus on Energy and Industrials companies.

Coverage Industries

Industry	Percentage
UTIL - ELEC PWR 25 companies	55.6%
UTIL - GAS DISTR 4 companies	8.9%
SOLAR 4 companies	8.9%
OTHER ALT ENERGY 2 companies	4.4%
REIT - EQTY TRUST - OTHER 1 company	2.2%
IT SERVICES 1 company	2.2%
ELECTRIC SERVICES 1 company	2.2%
MACH - ELECTRICAL 1 company	2.2%
OIL - PROD/PIPELN 1 company	2.2%
NATURAL GAS DISTRIBUTION 1 company	2.2%
INDUSTRIAL SERVICES 1 company	2.2%
E&P MLP 1 company	2.2%
Miscellaneous 1 company	2.2%
MISCELLANEOUS BUSINESS SERVICES 1 company	2.2%

About Stephen Byrd

Stephen Byrd currently works at Morgan Stanley & Co. LLC, as Global Head of Thematic & Sustainability Research from 2025. Mr. Byrd also formerly worked at Energy Storage & Power Corp., as President & Chief Executive Officer in 2009, Morgan Stanley, as Executive Director in 2006, The Drama League of New York, Inc., as Director, NRG Energy, Inc., as Head of Corporate Strategy, and PSEG Americas Ltd., as Senior Vice President-Finance in 2008. Mr. Byrd received his undergraduate degree from The College of William & Mary, Masters Business Admin degree from the University of Virginia Darden School of Business, and graduate degree from the University of Virginia School of Law.

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Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
EGP EastGroup Properties	9/9/2025	Boost Price Target	$167.07	$178.00	Equal Weight
BE Bloom Energy	8/1/2025	Boost Price Target	$35.77	$44.00	Overweight
ETR Entergy	6/18/2025	Lower Price Target	$81.01	$81.00	Equal Weight
DUK Duke Energy	6/18/2025	Lower Price Target	$114.54	$124.00	Equal Weight
D Dominion Energy	6/18/2025	Lower Price Target	$54.22	$60.00	Equal Weight
ATO Atmos Energy	6/18/2025	Set Price Target	$152.81	$156.00	Overweight
AEE Ameren	6/18/2025	Lower Price Target	$94.49	$100.00	Equal Weight
XEL Xcel Energy	6/18/2025	Lower Price Target	$66.22	$77.00	Equal Weight
VST Vistra	6/18/2025	Boost Price Target	$181.54	$186.00	Overweight
SR Spire	6/18/2025	Set Price Target	$72.40	$80.00	Equal Weight
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SO Southern	6/18/2025	Lower Price Target	$88.56	$90.00	Equal Weight
OGS ONE Gas	6/18/2025	Boost Price Target	$72.08	$71.00	Equal Weight
PCG Pacific Gas & Electric	5/22/2025	Set Price Target	$17.39	$18.00	Underweight
OGS ONE Gas	5/22/2025	Lower Price Target	$74.78	$69.00	Equal Weight
MGEE MGE Energy	5/22/2025	Lower Price Target	$90.49	$74.00	Underweight
DUK Duke Energy	5/22/2025	Lower Price Target	$116.47	$125.00	Equal Weight
D Dominion Energy	5/22/2025	Lower Price Target	$56.54	$62.00	Equal Weight
CMS CMS Energy	5/22/2025	Set Price Target	$70.78	$71.00	Equal Weight
ATO Atmos Energy	5/22/2025	Lower Price Target	$156.87	$159.00	Overweight
AEP American Electric Power	5/22/2025	Lower Price Target	$102.93	$113.00	Overweight
AEE Ameren	5/22/2025	Set Price Target	$96.42	$102.00	Equal Weight
XEL Xcel Energy	5/22/2025	Set Price Target	$68.77	$78.00	Equal Weight
VST Vistra	5/22/2025	Reiterated Rating	$149.98	$178.00	Overweight
BE Bloom Energy	5/1/2025	Lower Price Target	$17.12	$30.00	Overweight
ATO Atmos Energy	3/20/2025	Boost Price Target	$150.85	$147.00	Overweight
XEL Xcel Energy	3/20/2025	Boost Price Target	$70.21	$78.00	Equal Weight
SR Spire	3/20/2025	Boost Price Target	$77.66	$78.00	Equal Weight
SO Southern	3/20/2025	Boost Price Target	$89.33	$91.00	Equal Weight
BE Bloom Energy	3/20/2025	Boost Price Target	$24.36	$35.00	Overweight
AEP American Electric Power	3/20/2025	Boost Price Target	$106.07	$113.00	Overweight
AEE Ameren	3/20/2025	Boost Price Target	$100.06	$101.00	Equal Weight
PCG Pacific Gas & Electric	3/20/2025	Boost Price Target	$17.23	$17.50	Underweight
OGS ONE Gas	3/20/2025	Boost Price Target	$74.61	$70.00	Equal Weight
MGEE MGE Energy	3/20/2025	Boost Price Target	$92.85	$80.00	Underweight
ETR Entergy	3/20/2025	Boost Price Target	$84.52	$78.00	Equal Weight
DUK Duke Energy	3/20/2025	Boost Price Target	$119.59	$128.00	Equal Weight
D Dominion Energy	3/20/2025	Boost Price Target	$54.83	$63.00	Equal Weight
NRG NRG Energy	2/19/2025	Boost Price Target	$111.34	$99.00	Equal Weight
PCG Pacific Gas & Electric	2/14/2025	Downgrade	$15.90	$16.50	Underweight

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