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Stephen Byrd

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 95 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 Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
401 Last 10 Years
Buy Recommendations
32.38% 125 Buy Ratings
Companies Covered
45 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy32.4%125 ratings
Hold55.2%212 ratings
Sell12.4%48 ratings

Out of 386 total stock ratings issued by Stephen Byrd at Morgan Stanley, the majority (55.2%) have been Hold recommendations, followed by 32.4% Buy and 12.4% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
68.9% of companies on NYSE
31 companies
NASDAQ
28.9% of companies on NASDAQ
13 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 IconSectorPercentage
Utilities
29 companies
64.4%
Energy
8 companies
17.8%
Finance
3 companies
6.7%
Industrials
3 companies
6.7%
Business Services
1 company
2.2%
Computer and Technology
1 company
2.2%

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

Coverage Industries

IndustryPercentage
UTIL - ELEC PWR
25 companies
55.6%
UTIL - GAS DISTR
4 companies
8.9%
SOLAR
4 companies
8.9%
FIN - MISC SVCS
2 companies
4.4%
OTHER ALT ENERGY
2 companies
4.4%
TECHNOLOGY SERVICES
1 company
2.2%
REIT - EQTY TRUST - OTHER
1 company
2.2%
IT SERVICES
1 company
2.2%
MACH - ELECTRICAL
1 company
2.2%
OIL - PROD/PIPELN
1 company
2.2%
INDUSTRIAL SERVICES
1 company
2.2%
E&P MLP
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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Stephen Byrd's Ratings History at Morgan Stanley

Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.
Available with a MarketBeat All Access Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
5/27/2026Boost Price Target$206.23$231.00Equal Weight
Southern Company (The) stock logo
SO
Southern
5/21/2026Reiterated Rating$94.10$87.00Underweight
NRG Energy, Inc. stock logo
NRG
NRG Energy
5/21/2026Set Price Target$135.38$162.00
MGE Energy Inc. stock logo
MGEE
MGE Energy
5/21/2026Reiterated Rating$75.46$70.00Underweight
Atmos Energy Corporation stock logo
ATO
Atmos Energy
5/21/2026Set Price Target$175.87$183.00
Ameren Corporation stock logo
AEE
Ameren
5/21/2026Set Price Target$109.77$110.00
Duke Energy Corporation stock logo
DUK
Duke Energy
5/21/2026Lower Price Target$123.81$132.00
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
5/21/2026Lower Price Target$129.51$129.00Overweight
TeraWulf Inc. stock logo
WULF
TeraWulf
5/19/2026Boost Price Target$21.14$42.00Overweight
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
5/19/2026Boost Price Target$19.12$42.50Overweight
Marathon Digital Holdings, Inc. stock logo
MARA
Marathon Digital
5/19/2026Lower Price Target$11.83$7.00Underweight
NRG Energy, Inc. stock logo
NRG
NRG Energy
5/1/2026Set Price Target$153.14$159.00
MGE Energy Inc. stock logo
MGEE
MGE Energy
4/27/2026Reiterated Rating$80.87Underweight
Southern Company (The) stock logo
SO
Southern
4/21/2026Lower Price Target$92.85$92.00Underweight
ONE Gas, Inc. stock logo
OGS
ONE Gas
4/21/2026Boost Price Target$87.49$86.00Equal Weight
NRG Energy, Inc. stock logo
NRG
NRG Energy
4/21/2026Lower Price Target$151.67$154.00Equal Weight
Ameren Corporation stock logo
AEE
Ameren
4/21/2026Lower Price Target$110.64$117.00Equal Weight
Dominion Energy Inc. stock logo
D
Dominion Energy
4/21/2026Lower Price Target$61.18$68.00Equal Weight
MGE Energy Inc. stock logo
MGEE
MGE Energy
4/21/2026Lower Price Target$78.32$78.00Underweight
Duke Energy Corporation stock logo
DUK
Duke Energy
4/21/2026Lower Price Target$128.23$141.00Equal Weight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
4/21/2026Lower Price Target$132.94$136.00Overweight
Atmos Energy Corporation stock logo
ATO
Atmos Energy
4/21/2026Lower Price Target$184.02$195.00Equal Weight
Ameren Corporation stock logo
AEE
Ameren
4/21/2026Lower Price Target$110.73$117.00Equal Weight
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
4/16/2026Boost Price Target$197.44$215.00Equal Weight
The AES Corporation stock logo
AES
AES
3/6/2026Reiterated Rating$14.24$15.00Equal Weight
Spire Inc. stock logo
SR
Spire
2/20/2026Reiterated Rating$89.74$100.00Overweight
CMS Energy Corporation stock logo
CMS
CMS Energy
2/20/2026Set Price Target$75.71$80.00
Atmos Energy Corporation stock logo
ATO
Atmos Energy
2/20/2026Set Price Target$180.14$192.00
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
2/20/2026Reiterated Rating$129.15$133.00Overweight
The AES Corporation stock logo
AES
AES
2/20/2026Set Price Target$16.41$23.00
NRG Energy, Inc. stock logo
NRG
NRG Energy
2/17/2026Set Price Target$174.84$153.00
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
2/9/2026Initiated Coverage$14.73$38.00Overweight
Bloom Energy Corporation stock logo
BE
Bloom Energy
2/6/2026Boost Price Target$136.10$184.00Overweight
MGE Energy Inc. stock logo
MGEE
MGE Energy
2/2/2026Lower Price Target$79.76$73.00Underweight
CMS Energy Corporation stock logo
CMS
CMS Energy
2/2/2026Boost Price Target$71.21$75.00Equal Weight
Spire Inc. stock logo
SR
Spire
1/21/2026Reiterated Rating$83.61$93.00Overweight
MGE Energy Inc. stock logo
MGEE
MGE Energy
1/21/2026Reiterated Rating$80.05Underweight
Entergy Corporation stock logo
ETR
Entergy
1/21/2026Reiterated Rating$94.99Underperform
CMS Energy Corporation stock logo
CMS
CMS Energy
1/21/2026Reiterated Rating$71.52Underperform
Atmos Energy Corporation stock logo
ATO
Atmos Energy
1/21/2026Reiterated Rating$167.82$180.00Underperform
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American Electric Power Company, Inc. stock logo
AEP
American Electric Power
1/21/2026Reiterated Rating$118.31$125.00Overweight
Ameren Corporation stock logo
AEE
Ameren
1/21/2026Reiterated Rating$103.42$108.00Underperform
Vistra Corp. stock logo
VST
Vistra
12/16/2025Reiterated Rating$168.36$228.00Overweight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
12/16/2025Set Price Target$115.20$120.00
Ameren Corporation stock logo
AEE
Ameren
12/16/2025Set Price Target$98.51$103.00
Atmos Energy Corporation stock logo
ATO
Atmos Energy
12/16/2025Reiterated Rating$170.86$172.00Equal Weight
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
12/2/2025Boost Price Target$179.95$180.00Equal Weight
Vistra Corp. stock logo
VST
Vistra
11/20/2025Reiterated Rating$177.07$225.00Overweight
Spire Inc. stock logo
SR
Spire
11/20/2025Set Price Target$85.63$97.00
Southern Company (The) stock logo
SO
Southern
11/20/2025Reiterated Rating$88.76$97.00Underperform
ONE Gas, Inc. stock logo
OGS
ONE Gas
11/20/2025Reiterated Rating$82.18$75.00Underperform
NRG Energy, Inc. stock logo
NRG
NRG Energy
11/20/2025Reiterated Rating$164.77Underperform
Entergy Corporation stock logo
ETR
Entergy
11/20/2025Set Price Target$94.04$91.00
Duke Energy Corporation stock logo
DUK
Duke Energy
11/20/2025Reiterated Rating$122.14Underperform
Atmos Energy Corporation stock logo
ATO
Atmos Energy
11/20/2025Reiterated Rating$174.53$182.00Overweight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
11/20/2025Lower Price Target$121.71$128.00Overweight
Duke Energy Corporation stock logo
DUK
Duke Energy
11/20/2025Lower Price Target$122.22$133.00Equal Weight
Spire Inc. stock logo
SR
Spire
11/18/2025Boost Price Target$86.52$99.00Equal Weight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
10/30/2025Boost Price Target$121.46$130.00Overweight
Bloom Energy Corporation stock logo
BE
Bloom Energy
10/29/2025Boost Price Target$138.47$155.00Overweight
NRG Energy, Inc. stock logo
NRG
NRG Energy
10/28/2025Lower Price Target$170.35$144.00Equal Weight
Spire Inc. stock logo
SR
Spire
10/22/2025Set Price Target$87.00$91.00Outperform
Southern Company (The) stock logo
SO
Southern
10/22/2025Reiterated Rating$97.79$99.00Outperform
ONE Gas, Inc. stock logo
OGS
ONE Gas
10/22/2025Reiterated Rating$82.37$72.00Outperform
MGE Energy Inc. stock logo
MGEE
MGE Energy
10/22/2025Reiterated Rating$87.30Underweight
Entergy Corporation stock logo
ETR
Entergy
10/22/2025Set Price Target$96.05$93.00Outperform
CMS Energy Corporation stock logo
CMS
CMS Energy
10/22/2025Boost Price Target$75.07$76.00Outperform
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
10/22/2025Boost Price Target$117.66$123.00Overweight
Ameren Corporation stock logo
AEE
Ameren
10/22/2025Boost Price Target$105.10$111.00Outperform
The AES Corporation stock logo
AES
AES
10/22/2025Boost Price Target$14.13$24.00Overweight
Dominion Energy Inc. stock logo
D
Dominion Energy
10/22/2025Boost Price Target$61.44$66.00Equal Weight
Atmos Energy Corporation stock logo
ATO
Atmos Energy
9/25/2025Boost Price Target$166.52$167.00Overweight
ONE Gas, Inc. stock logo
OGS
ONE Gas
9/25/2025Lower Price Target$78.30$66.00Equal Weight
MGE Energy Inc. stock logo
MGEE
MGE Energy
9/25/2025Lower Price Target$83.36$75.00Underweight
Entergy Corporation stock logo
ETR
Entergy
9/25/2025Lower Price Target$90.63$85.00Equal Weight
Dominion Energy Inc. stock logo
D
Dominion Energy
9/25/2025Lower Price Target$59.80$63.00Equal Weight
CMS Energy Corporation stock logo
CMS
CMS Energy
9/25/2025Lower Price Target$70.30$71.00Equal Weight
Spire Inc. stock logo
SR
Spire
9/25/2025Lower Price Target$78.89$76.00Equal Weight
Southern Company (The) stock logo
SO
Southern
9/25/2025Lower Price Target$93.61$92.00Equal Weight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
9/25/2025Lower Price Target$108.88$115.00Overweight
Duke Energy Corporation stock logo
DUK
Duke Energy
9/25/2025Lower Price Target$124.04$127.00Equal Weight
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
9/9/2025Boost Price Target$167.07$178.00Equal Weight
Bloom Energy Corporation stock logo
BE
Bloom Energy
8/1/2025Boost Price Target$35.77$44.00Overweight
Xcel Energy Inc. stock logo
XEL
Xcel Energy
6/18/2025Lower Price Target$66.22$77.00Equal Weight
Vistra Corp. stock logo
VST
Vistra
6/18/2025Boost Price Target$181.54$186.00Overweight
Spire Inc. stock logo
SR
Spire
6/18/2025Set Price Target$72.40$80.00Equal Weight
Southern Company (The) stock logo
SO
Southern
6/18/2025Lower Price Target$88.56$90.00Equal Weight
ONE Gas, Inc. stock logo
OGS
ONE Gas
6/18/2025Boost Price Target$72.08$71.00Equal Weight
Entergy Corporation stock logo
ETR
Entergy
6/18/2025Lower Price Target$81.01$81.00Equal Weight
Duke Energy Corporation stock logo
DUK
Duke Energy
6/18/2025Lower Price Target$114.54$124.00Equal Weight
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Dominion Energy Inc. stock logo
D
Dominion Energy
6/18/2025Lower Price Target$54.22$60.00Equal Weight
Atmos Energy Corporation stock logo
ATO
Atmos Energy
6/18/2025Set Price Target$152.81$156.00Overweight
Ameren Corporation stock logo
AEE
Ameren
6/18/2025Lower Price Target$94.49$100.00Equal Weight
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
5/22/2025Set Price Target$17.39$18.00Underweight
ONE Gas, Inc. stock logo
OGS
ONE Gas
5/22/2025Lower Price Target$74.78$69.00Equal Weight
MGE Energy Inc. stock logo
MGEE
MGE Energy
5/22/2025Lower Price Target$90.49$74.00Underweight
Duke Energy Corporation stock logo
DUK
Duke Energy
5/22/2025Lower Price Target$116.47$125.00Equal Weight
Dominion Energy Inc. stock logo
D
Dominion Energy
5/22/2025Lower Price Target$56.54$62.00Equal Weight
CMS Energy Corporation stock logo
CMS
CMS Energy
5/22/2025Set Price Target$70.78$71.00Equal Weight
Atmos Energy Corporation stock logo
ATO
Atmos Energy
5/22/2025Lower Price Target$156.87$159.00Overweight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
5/22/2025Lower Price Target$102.93$113.00Overweight
Ameren Corporation stock logo
AEE
Ameren
5/22/2025Set Price Target$96.42$102.00Equal Weight
Xcel Energy Inc. stock logo
XEL
Xcel Energy
5/22/2025Set Price Target$68.77$78.00Equal Weight
Vistra Corp. stock logo
VST
Vistra
5/22/2025Reiterated Rating$149.98$178.00Overweight
Bloom Energy Corporation stock logo
BE
Bloom Energy
5/1/2025Lower Price Target$17.12$30.00Overweight
Bloom Energy Corporation stock logo
BE
Bloom Energy
3/20/2025Boost Price Target$24.36$35.00Overweight
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
3/20/2025Boost Price Target$106.07$113.00Overweight
Ameren Corporation stock logo
AEE
Ameren
3/20/2025Boost Price Target$100.06$101.00Equal Weight
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
3/20/2025Boost Price Target$17.23$17.50Underweight
ONE Gas, Inc. stock logo
OGS
ONE Gas
3/20/2025Boost Price Target$74.61$70.00Equal Weight
MGE Energy Inc. stock logo
MGEE
MGE Energy
3/20/2025Boost Price Target$92.85$80.00Underweight
Entergy Corporation stock logo
ETR
Entergy
3/20/2025Boost Price Target$84.52$78.00Equal Weight
Duke Energy Corporation stock logo
DUK
Duke Energy
3/20/2025Boost Price Target$119.59$128.00Equal Weight
Dominion Energy Inc. stock logo
D
Dominion Energy
3/20/2025Boost Price Target$54.83$63.00Equal Weight
Atmos Energy Corporation stock logo
ATO
Atmos Energy
3/20/2025Boost Price Target$150.85$147.00Overweight
Xcel Energy Inc. stock logo
XEL
Xcel Energy
3/20/2025Boost Price Target$70.21$78.00Equal Weight
Spire Inc. stock logo
SR
Spire
3/20/2025Boost Price Target$77.66$78.00Equal Weight
Southern Company (The) stock logo
SO
Southern
3/20/2025Boost Price Target$89.33$91.00Equal Weight
NRG Energy, Inc. stock logo
NRG
NRG Energy
2/19/2025Boost Price Target$111.34$99.00Equal Weight
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
2/14/2025Downgrade$15.90$16.50Underweight