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No insider purchase over the last 90 days. The latest was filed 16 Dec 2022.
NRG Energy, Inc.: what insiders have been doing
Every trade that managers of NRG Energy, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Energy sector and is based in Houston, United States. It was founded in 1905. The last twelve months, up to 18 October 2026, brought 76 filings signed by 21 insiders.
The flow runs one way only: 6 sales worth €2.0B, from 4 insiders, and no purchase. One trade stands out by size: a sale of €2.0B from LS Power Equity Advisors, LLC, disclosed on 4 March 2026.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
With 76 filings in twelve months, the company is more active than the median of 19 filings across the 5,816 companies we follow on the same exchange. Our records for NRG Energy, Inc. go back to 2016, with 7 purchases and 15 sales on the open market in total. The 10-K for the year ended 31 December 2025 shows 30.71 bn USD of revenue and 864.0 m USD of net income and a dividend of 1.76 USD per share.
For comparison within the same sector, see the insider buying recorded at RGC Resources Inc and Empire Petroleum Corp. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
528
Thresholds
n/a
Buy Volume
€1M
7 ops. · all time
Sell Volume
€2B
15 ops. · all time
Who traded when
BuySaleVirginia Kinney3 sales
Bruce Chung2 sales
Dak Liyanearachchi1 sale
Elisabeth B. Donohue1 sale
Gerald Alfred Spencer1 sale
Howell Kevin1 sale
+2 other insiders
Since the insiders bought
- +13.2%Entry US$37.26 · Close at T+365 US$42.16
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate NRG Energy, Inc. Buy (bullish), based on 16 analysts. Average price target: US$185.50.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 13,081 of 24,148 companies
49.2
score / 100
Value55
Quality43
FCF yld3.5%
Earn yld4.0%
EV/EBITDA11.7x
ROE24%
Gross mgn19%
Net mgn2.8%
Debt/EBITDA5.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$100.85
Analyst consensus
16 analystsBuy
US$104.00Target US$185.50(+84%)US$270.00
Income statement
RevenueUS$30.7B
Gross profitUS$6B19% margin
EBITDAUS$3.3B11% margin
Net incomeUS$864M2.6% margin
Valuation
PER (trailing)26.4x
PER (forward)9.0x
P/Book5.0x
Beta1.16
Balance sheet & cash
Market capUS$21.2B
Total debtUS$16.6B
Free Cash FlowUS$765M
Debt / Equity483%
Profitability & ownership
ROE23.8%
ROA4.1%
% insiders4.5%
% institutions95.6%
Last declaration on 9 September 2026
Declarations528 total
1,580 shares@ US$120.930.0009% mcap100.0% of flowCommon Stock, par value $.01 per shareSEC:0001225208-26-007712:0
1,580 shares@ US$119.020.0009% mcap100.0% of flowCommonSEC144:0001950047-26-009202
112 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006975:0
1,570 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006975:1
3,401 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006975:2
149 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006983:0
55 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006976:0
68 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006984:0
44 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006977:0
81 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006985:0
53 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006978:0
13 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006973:0
27 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006979:0
24 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006980:0
29 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006971:0
65 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006982:0
112 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006972:0
44 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006974:0
14 shares0Common Stock, par value $.01 per shareSEC:0001225208-26-006981:0
11,145 shares@ US$138.360.0072% mcap11.8% of flowCommonSEC144:0001974078-26-000288
11,145 shares@ US$140.640.0074% mcap12.0% of flowCommon Stock, par value $.01 per shareSEC:0001225208-26-006657:0
11,145 shares@ US$138.360.0072% mcap11.8% of flowCommonSEC144:0001974078-26-000271
20,000 shares@ US$195.38820.013% mcap29.6% of flowCommonSEC144:0001974078-26-000238
12,142 shares@ US$129.200.0065% mcap29.0% of flowCommon Stock, par value $.01 per shareSEC:0001225208-26-005898:3
1,410 shares@ US$129.200.0008% mcap3.4% of flowCommon Stock, par value $.01 per shareSEC:0001225208-26-005898:1
25 of 528 declarations
About NRG Energy, Inc.
NRG ENERGY, INC. is a leading U.S. energy company listed on the NYSE under the ticker NRG. Headquartered in Houston, Texas, and originally founded in 1992, the company has evolved from a conventional power producer into a more integrated energy platform spanning power generation, retail electricity supply, and customer-facing energy services. For French-, Belgian-, and Swiss-based investors, NRG offers exposure to the U.S. power market through a model that combines asset-backed generation with a large retail franchise and growing demand-response capabilities.
NRG’s business is centered on two core pillars. First, the company owns and operates a sizeable fleet of power generation assets, with a strong emphasis on natural gas-fired facilities. Second, it serves residential and commercial customers through retail electricity brands and related solutions. Beyond basic supply, NRG also markets energy management, efficiency, and flexibility products, including virtual power plant capabilities and commercial demand-side offerings. This mix gives the company multiple levers for earnings generation and allows it to participate in both wholesale power economics and the recurring economics of retail customer relationships.
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Competitively, NRG stands out because it bridges the merchant generation and retail supply businesses. That hybrid structure can provide strategic advantages: it helps align supply with customer demand, supports hedging and margin management, and creates optionality when electricity demand trends tighten. The company’s positioning is particularly relevant in high-growth markets such as Texas, where load growth from data centers, electrification, population expansion, and broader industrial demand is increasing the need for reliable dispatchable generation.
Recent developments have been material. On January 30, 2026, NRG completed its acquisition of a LS Power portfolio that includes approximately 13 GW of generation capacity and the CPower commercial and industrial virtual power plant platform. Management said the deal materially expands NRG’s generation footprint and demand-side capabilities, and the company later updated 2026 guidance to reflect the transaction’s contribution. In 2025, NRG also announced growth initiatives tied to data-center power agreements, Texas new-build projects, and share repurchase plans, underscoring a more aggressive capital-allocation and capacity-expansion strategy. For investors, NRG represents a U.S. utility-like platform with more cyclical upside than a regulated utility, driven by power demand growth, operational leverage, and a stronger position in flexible generation and customer solutions.
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