Roth Capital Expects Increased Earnings for Clearway Energy

Key Points

• Roth Capital has revised its Q4 2025 earnings per share estimate for Clearway Energy from ($0.34) to ($0.20), reflecting a more optimistic outlook for the company's earnings.
• Clearway Energy's recent quarterly earnings report showed an EPS of $0.28, missing the consensus estimate of $0.67, while revenue increased 7.1% year-over-year.
• The company announced a quarterly dividend increase to $0.4456 per share, representing a yield of 5.9%, with a payout ratio currently at 269.23%.

Clearway Energy, Inc. (NYSE:CWEN - Free Report) - Research analysts at Roth Capital upped their Q4 2025 EPS estimates for Clearway Energy in a research note issued to investors on Wednesday, August 6th. Roth Capital analyst J. Clare now anticipates that the company will post earnings of ($0.20) per share for the quarter, up from their prior forecast of ($0.34). The consensus estimate for Clearway Energy's current full-year earnings is $0.83 per share. Roth Capital also issued estimates for Clearway Energy's Q1 2026 earnings at ($0.64) EPS, Q4 2026 earnings at ($0.19) EPS, FY2026 earnings at $0.90 EPS and FY2027 earnings at $1.49 EPS.

Several other equities research analysts have also recently commented on CWEN. Wall Street Zen cut shares of Clearway Energy from a "hold" rating to a "sell" rating in a research report on Saturday, July 26th. Jefferies Financial Group boosted their price target on shares of Clearway Energy from $37.00 to $39.00 and gave the stock a "buy" rating in a research report on Wednesday, July 23rd. CIBC cut shares of Clearway Energy from a "sector outperform" rating to a "neutral" rating and set a $35.00 price target on the stock. in a research report on Saturday, July 19th. Finally, Cibc World Mkts cut shares of Clearway Energy from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 21st. One research analyst has rated the stock with a sell rating, two have issued a hold rating and four have assigned a buy rating to the stock. According to data from MarketBeat.com, Clearway Energy presently has a consensus rating of "Hold" and a consensus price target of $36.40.

Clearway Energy Price Performance

Clearway Energy stock traded up $0.07 during midday trading on Monday, hitting $29.32. The company's stock had a trading volume of 101,271 shares, compared to its average volume of 925,070. The company has a quick ratio of 1.34, a current ratio of 1.42 and a debt-to-equity ratio of 1.49. The stock's 50-day moving average price is $31.65 and its 200-day moving average price is $29.59. Clearway Energy has a 12 month low of $24.40 and a 12 month high of $33.22. The company has a market capitalization of $5.93 billion, a PE ratio of 45.13, a price-to-earnings-growth ratio of 1.01 and a beta of 0.87.

Clearway Energy (NYSE:CWEN - Get Free Report) last issued its quarterly earnings results on Tuesday, August 5th. The company reported $0.28 EPS for the quarter, missing the consensus estimate of $0.67 by ($0.39). Clearway Energy had a return on equity of 1.37% and a net margin of 5.31%. The business had revenue of $392.00 million during the quarter, compared to the consensus estimate of $428.33 million. During the same quarter last year, the firm posted $0.43 earnings per share. Clearway Energy's revenue was up 7.1% compared to the same quarter last year.

Clearway Energy Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd will be paid a dividend of $0.4456 per share. This is a boost from Clearway Energy's previous quarterly dividend of $0.44. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $1.78 annualized dividend and a yield of 6.1%. Clearway Energy's dividend payout ratio (DPR) is presently 269.23%.

Hedge Funds Weigh In On Clearway Energy

Several institutional investors and hedge funds have recently bought and sold shares of the business. Tortoise Capital Advisors L.L.C. grew its stake in Clearway Energy by 7.1% during the 4th quarter. Tortoise Capital Advisors L.L.C. now owns 2,798,918 shares of the company's stock valued at $72,772,000 after acquiring an additional 186,544 shares in the last quarter. First Trust Advisors LP grew its stake in Clearway Energy by 3.7% during the 2nd quarter. First Trust Advisors LP now owns 2,171,301 shares of the company's stock valued at $69,482,000 after acquiring an additional 77,595 shares in the last quarter. Gotham Asset Management LLC grew its stake in Clearway Energy by 79.1% during the 1st quarter. Gotham Asset Management LLC now owns 814,841 shares of the company's stock valued at $24,665,000 after acquiring an additional 359,876 shares in the last quarter. King Luther Capital Management Corp grew its stake in Clearway Energy by 1.1% during the 1st quarter. King Luther Capital Management Corp now owns 549,840 shares of the company's stock valued at $16,644,000 after acquiring an additional 5,890 shares in the last quarter. Finally, CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT grew its stake in Clearway Energy by 4.8% during the 1st quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 522,000 shares of the company's stock valued at $15,801,000 after acquiring an additional 24,000 shares in the last quarter. Hedge funds and other institutional investors own 84.53% of the company's stock.

Clearway Energy Company Profile

Clearway Energy, Inc operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities.