Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy (ETR) is leaning hard into AI and cloud data centers, with massive new gas and renewable projects to power Google, Meta and Amazon Web Services across the U.S. Gulf South. ^[1]
Analysts and institutions remain broadly positive on Entergy, even as one senior officer, Laura Landreaux, sold about $234,000 worth of stock and other insiders have been active. ^[2]
3BL Media’s latest research shows 2025 as a turning point for sustainability communications, with consumers expecting action, punishing “greenhushing” and rewarding top ESG performers with better stock returns. ^[3]
Today, November 25, 2025, KPMG and 3BL are running a COP30 recap webcast aimed at turning climate headlines into practical corporate strategy and risk insights. ^[4]
America’s Charities is amplifying this kind of ESG content through its “Sustainability News provided by 3BL” feed, targeting corporate philanthropy and employee-giving leaders. ^[5]

Entergy’s Big Bet on AI-Hungry Data Centers

A Morningstar company report published on November 24, 2025, frames Entergy Corporation as “building infrastructure to meet data centers’ energy needs,” highlighting a growing base of energy-intensive customers and the advantage of operating under constructive U.S. rate regulation. ^[6]

That thesis matches what Entergy itself and independent outlets have been describing for months:

Meta (Louisiana) – In August, Louisiana regulators approved an Entergy Louisiana plan to build three new combined-cycle gas plants and a suite of transmission upgrades to serve Meta’s planned AI-optimized data center in Richland Parish. As part of the approval, Entergy can procure up to 1,500 MW of solar resources to support the project. ^[7]
Google (Arkansas) – Entergy Arkansas has filed for a 600 MW solar plant paired with a 350 MW battery system in Jefferson County to power a new Google data center in West Memphis. Google plans around $4 billion in tech investment there and will pay rates covering the cost of the resource, while Entergy estimates more than $1.1 billion in net long‑term benefits plus a $25 million “Energy Impact Fund” for local affordability projects. ^[8]
AWS (Mississippi) – Amazon Web Services is planning a $10 billion multi‑site data center investment in Mississippi, expected to create roughly 1,000 high‑tech jobs. Entergy Mississippi positions this as the largest economic development win in state history and a key driver of grid upgrades that it says should ultimately lower customer bills. ^[9]

On its own data center microsite and blog, Entergy repeatedly argues that hyperscale customers help lower average power costs by spreading fixed grid expenses across more load, and that the big tech clients are directly funding required upgrades. It also stresses that regulators review all major data‑center service agreements, including prepayments and early‑termination penalties, to shield other customers from risk. ^[10]

At the same time, outside commentators are warning that the AI gold rush could strain grids and reshape power markets. A guest essay at Naked Capitalism today notes that U.S. utilities have already committed to adding over 100 GW of new large loads—roughly mid‑teens percent of 2024 peak demand—largely driven by AI data centers, and flags Entergy’s Meta deal as a prime example of utilities building major gas capacity for hyperscalers. ^[11]

Entergy Stock: Insider Sale vs. Institutional Confidence

Landreaux’s $234k Sale

Form 4 filings summarized by Investing.com show that Laura R. Landreaux, an Entergy officer (and president & CEO of Entergy Arkansas), sold 2,500 shares of Entergy common stock on November 21, 2025 at an average price of about $93.66, for proceeds of roughly $234,150. After the sale she still holds just over 21,000 shares. ^[12]

Key contextual points from that filing‑based report:

Entergy’s market value is in the low‑$40 billion range.
The stock is up around 27% year‑to‑date and trading near its 52‑week high.
The company has increased its quarterly dividend to $0.64 per share, continuing a 38‑year streak of uninterrupted dividend payments. ^[13]

An insider sale does not automatically signal trouble; executives sell for many reasons (taxes, diversification, personal liquidity). But investors typically look at:

Whether the seller is substantially reducing their stake (here, they are not), and
Whether the sale coincides with valuation peaks or negative fundamental news.

In this case, the sale comes as Entergy trades on a richer multiple—Price/Earnings in the mid‑20s—and after a year of strong share price gains.

Prudential PLC Adds to Its Position

Balancing that insider sale, a new MarketBeat “instant alert” published today reports that Prudential PLC boosted its Entergy position by about 159% in the most recent quarter, adding 8,591 shares to reach roughly 14,000 shares worth about $1.16 million. ^[14]

The same piece highlights:

Institutional investors own well over 80% of Entergy’s float.
The consensus rating on the stock is “Moderate Buy”, with an average price target around $102–103 per share. ^[15]

A separate GuruFocus note from November 18 says Citigroup raised its price target on Entergy from $91 to $106 while maintaining a neutral stance, and lists multiple other banks that have lifted their targets this fall. ^[16]

Earnings and Debt: The Other Side of the Story

Entergy’s third‑quarter 2025 results came in stronger than expected on earnings per share but lighter on revenue:

Adjusted EPS around $1.53 versus consensus near $1.45.
Revenue about $3.65 billion, below the roughly $3.78 billion analysts had forecast. ^[17]

GuruFocus analysis notes that management has raised full‑year earnings guidance and is leaning into data‑center and industrial growth, but also flags:

High leverage, with debt‑to‑equity close to 1.9.
A relatively weak Altman Z‑Score, suggesting financial risk that investors should monitor. ^[18]

In short, the equity story is “growth with leverage”: regulators and hyperscalers are enabling big long‑term projects, but those projects sit on a balance sheet that already carries significant debt.

(Nothing here is investment advice. Always do your own research or consult a licensed adviser.)

Why ESG and Sustainability Communications Are in the Spotlight

The America’s Charities link you provided doesn’t list individual stories; it acts as a hub titled “Sustainability News provided by 3BL,” inviting CSR and employee‑giving professionals to “keep up with the latest environmental, social and governance news” distributed by 3BL’s platform. ^[19]

To see what’s actually in that feed today, you have to look at 3BL Media itself.

2025: A Breakout Year for Sustainability Communications

On November 20, 3BL published a research summary titled “2025 Was a Big Year for Sustainability Communications — Here’s What the Research Said.” ^[20]

Across four reports, 3BL and its TriplePundit unit highlight several trends highly relevant to brands like Entergy and its tech customers:

Consumers expect their purchases to move the needle
Roughly three‑quarters of Americans now believe their buying choices can influence corporate behavior on social and environmental issues. Even among older generations, only a tiny minority view sustainability as totally unimportant. ^[21]
2025 is the “Year of the Individual”
3BL’s polling shows a growing emphasis on personal and community action as a driver of change. Younger generations lean more on institutions; many older consumers trust individual action more—but are simultaneously skeptical of corporate claims. ^[22]
Greenhushing is backfiring
One report finds that media mentions of top U.S. companies tied to sustainability topics dropped by nearly 10% in early 2025 versus the prior year. Over the same period, the share of consumers who “rarely or almost never” trust corporate sustainability statements rose from the mid‑teens to the low‑20s percent. In other words, staying quiet to avoid political blowback may actually erode trust. ^[23]
ESG leaders are outperforming financially
Looking at the firms in 3BL’s “100 Best Corporate Citizens” ranking, the research finds that these companies delivered annual returns a bit over 2 percentage points higher than the S&P 500 from early 2022 through mid‑2025. Repeat honorees more than doubled investors’ money in that period, versus roughly one‑third total return for the index. ^[24]

For utilities courting global tech giants and pitching data‑center megaprojects as a win for local communities, these numbers matter: investors and the public increasingly expect credible stories backed by data, not just vague ESG language.

COP30 Briefing Today: Translating Climate Talks into Strategy

One of the stories surfaced in the 3BL ecosystem this month is particularly timely today: KPMG’s webcast “What You Need To Know From COP30,” hosted on the 3BL platform.

The event page explains that KPMG partners who were on the ground at COP30 will walk corporate audiences through:

The headline outcomes from this year’s climate summit.
The themes shaping regulation, finance and disclosure.
How to translate those into priorities for strategy, risk management and stakeholder engagement. ^[25]

There are two live sessions on November 25, 2025 (different time slots to suit global audiences), with registration links running via a webcast platform. For companies like Entergy—and for its hyperscale customers—these discussions directly intersect with the long‑lived investments now being made in gas plants, solar‑plus‑storage projects and grid infrastructure.

The Bigger Picture: AI, Power Markets and Public Trust

Pulling the threads together:

AI and cloud are driving a historic surge in power demand
The International Energy Agency and the U.S. Department of Energy both estimate that data‑center electricity use in the U.S. has already tripled over the past decade and could double (or more) again by around 2028, potentially consuming up to about 12% of U.S. electricity later this decade. ^[26]
Utilities like Entergy are deeply entwined with that growth
Between Meta’s Louisiana campus, Google’s Arkansas data center and AWS’s Mississippi complexes, Entergy has become one of the most visible “AI‑power” utilities in the country—especially in the regulated, vertically integrated model that lets it recover billions in capital spending through rates. ^[27]
Wall Street mostly likes what it sees—but is watching leverage
Analyst target hikes, the MarketBeat “Moderate Buy” consensus, raised earnings guidance and institutional buying (Prudential PLC and others) show confidence in Entergy’s growth runway. At the same time, GuruFocus’ warning flags on debt and valuation underscore that the “AI utility” trade is not risk‑free. ^[28]
Public scrutiny of ESG narratives is intensifying
3BL’s research indicates that consumers are increasingly skeptical but attentive: they want companies to speak clearly about sustainability, but will punish messaging they see as vague or inconsistent with actions. Staying silent about climate and community impacts now carries reputational risk of its own. ^[29]
Civil‑society and commentary voices are pushing back on the AI energy land‑grab
Today’s Naked Capitalism post is one example of a growing critique: big tech is not just a large customer but an emerging power‑trading force, reviving fears of Enron‑style games and higher costs for ordinary ratepayers if regulators aren’t careful. ^[30]

For energy companies, ESG communicators and investors, the message is fairly clear:

The data‑center boom is real and already reshaping utility capital plans.
Regulation and rate design will determine who ultimately pays and who benefits.
Transparent, data‑backed sustainability communication is shifting from “nice‑to‑have” to risk management.

What to Watch Next

For readers following Entergy, data‑center power and ESG:

Regulatory decisions in Arkansas and Mississippi on the Google solar‑plus‑storage project and grid upgrades tied to AWS.
Implementation milestones for Meta’s Louisiana gas plants and associated solar procurement.
Further insider and institutional activity in Entergy’s stock, especially if the share price moves significantly away from current analyst target ranges.
Outputs from COP30 follow‑ups like today’s KPMG webinar—particularly any guidance on aligning AI‑driven energy build‑outs with national and corporate net‑zero targets.
How companies communicate about these choices in channels like 3BL, TriplePundit, and America’s Charities’ sustainability feed—and whether that communication is specific enough to earn public trust.

Again, none of this is financial advice. But if you’re covering or investing in the intersection of utilities, AI infrastructure and ESG, November 25, 2025 is a snapshot of how quickly the story is accelerating.

🤖 AI in ESG for Banks: Opportunities & Risks Explained