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Kenon Holdings (KEN)
NYSE:KEN
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Kenon (KEN) AI Stock Analysis

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KEN

Kenon

(NYSE:KEN)

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Neutral 56 (OpenAI - Gpt-5.6Sol)
Rating:56Neutral
Price Target:
$71.00
▲(6.51% Upside)
Action:Reiterated
Date:09/06/26
The score is primarily constrained by moderate financial risk: leverage is meaningful and rising, and TTM free cash flow is negative despite positive earnings. Technicals add modest support with a constructive near-term setup (above 20/50-day averages and neutral RSI), while valuation is balanced by a strong dividend yield but a high P/E that limits upside without clearer cash-flow strength.
Positive Factors
Improving revenue and current profitability
Improving TTM revenue and positive profitability indicate that Kenon’s underlying portfolio is generating meaningful economic activity. If sustained, this growth can support reinvestment, strengthen operating scale, and improve the company’s ability to fund holding-company obligations and shareholder returns.
Negative Factors
Meaningful and rising leverage
Kenon’s meaningful and rising leverage reduces financial flexibility at the holding-company level and increases sensitivity to funding conditions. With equity having declined while debt rose, the company has less balance-sheet capacity to absorb portfolio setbacks or finance additional investments without added obligations.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving revenue and current profitability
Improving TTM revenue and positive profitability indicate that Kenon’s underlying portfolio is generating meaningful economic activity. If sustained, this growth can support reinvestment, strengthen operating scale, and improve the company’s ability to fund holding-company obligations and shareholder returns.
Read all positive factors

Kenon (KEN) vs. SPDR S&P 500 ETF (SPY)

Kenon Business Overview & Revenue Model

Company Description
Kenon Holdings Ltd. is a global enterprise that, through its various subsidiaries, owns, develops, and manages power generation facilities across Israel, the United States, and other international markets. The company's operations are divided into...
How the Company Makes Money
Kenon makes money mainly through returns generated by its equity stakes in portfolio companies rather than through operating revenue from selling goods or services itself. Key sources of economic return typically include: (1) Dividends and distrib...

Kenon Financial Statement Overview

Summary
Revenue growth is improving (TTM +15.4%) and profitability is currently positive (TTM net margin ~7.7%), but overall quality is held back by historically volatile earnings, meaningful leverage (debt-to-equity ~1.12 with rising debt into TTM), and weaker cash conversion with negative TTM free cash flow (about -$26M).
Income Statement
62
Positive
Balance Sheet
55
Neutral
Cash Flow
48
Neutral
BreakdownTTMDec 2025Mar 2025Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue1.01B871.93M751.30M691.80M573.96M487.76M
Gross Profit166.82M146.82M143.79M119.46M99.84M98.35M
EBITDA339.95M318.95M272.42M224.40M192.68M989.21M
Net Income81.27M66.27M597.67M-235.98M312.65M930.27M
Balance Sheet
Total Assets6.40B5.38B4.21B4.11B3.77B4.07B
Cash, Cash Equivalents and Short-Term Investments1.87B1.59B1.16B912.63M926.00M474.77M
Total Debt2.46B1.78B1.28B1.59B1.20B1.24B
Total Liabilities3.08B2.20B1.55B2.04B1.48B1.79B
Stockholders Equity1.50B1.59B1.61B1.20B1.60B1.79B
Cash Flow
Free Cash Flow-25.61M167.39M-75.59M-55.33M501.00M7.84M
Operating Cash Flow203.79M283.79M265.08M276.79M771.00M240.53M
Investing Cash Flow-336.95M-361.95M135.85M-432.24M-203.00M-205.45M
Financing Cash Flow874.76M505.76M-84.08M324.58M-494.00M146.58M

Kenon Technical Analysis

Technical Analysis Sentiment
Positive
Last Price66.66
Price Trends
50DMA
66.81
Positive
100DMA
74.54
Negative
200DMA
72.25
Negative
Market Momentum
MACD
<0.01
Negative
RSI
55.72
Neutral
STOCH
60.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For KEN, the sentiment is Positive. The current price of 66.66 is above the 20-day moving average (MA) of 66.20, below the 50-day MA of 66.81, and below the 200-day MA of 72.25, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 55.72 is Neutral, neither overbought nor oversold. The STOCH value of 60.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KEN.

Kenon Peers Comparison

Overall Rating
UnderperformOutperform
Sector (66)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
$4.75B8.2515.56%0.66%28.77%25.20%
66
Neutral
$17.65B18.105.60%3.62%6.62%11.55%
61
Neutral
$2.50B20.869.00%14.06%11.99%
59
Neutral
$2.07B16.058.34%4.00%4.41%19.03%
56
Neutral
$3.60B45.885.44%5.57%32.31%-86.36%
56
Neutral
$3.14B13.518.29%5.24%-1.82%24.01%
53
Neutral
$1.92B8.5313.70%11.89%1.69%
* Utilities Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
KEN
Kenon
68.57
24.63
56.04%
AVA
Avista
37.61
3.13
9.07%
HE
Hawaiian Electric
10.90
-0.95
-8.02%
NWN
Northwest Gas
49.96
10.33
26.05%
PAM
Pampa Energia SA
86.19
27.40
46.61%
RNW
ReNew Energy Global
6.86
-0.79
-10.33%

Kenon Corporate Events

Kenon Receives $93 Million as Peru Pays Final ICSID Arbitration Award
Aug 19, 2026
On August 19, 2026, Kenon announced it has received approximately $93 million following the Republic of Peru&#8217;s payment of an arbitration award issued by an ICSID tribunal in October 2023. The total payment by Peru amounted to about $203 mill...
Kenon’s OPC Energy Unveils NIS 600 Million Bond Offering on TASE
Aug 14, 2026
On August 14, 2026, Kenon&#8217;s subsidiary OPC Energy Ltd. announced a plan to issue NIS 600 million (about $202 million) in Series E bonds, with listing on the Tel Aviv Stock Exchange. The issuance structure includes a preliminary offering to q...
Kenon’s OPC Energy Posts Strong H1 2026 EBITDA After U.S. Portfolio Reclassification
Aug 12, 2026
On August 12, 2026, Kenon disclosed that its subsidiary OPC Energy filed its Hebrew-language periodic report for the six- and three-month periods ended June 30, 2026 with the Israeli Securities Authority and the Tel Aviv Stock Exchange. Kenon furn...
Kenon Prevails in Peru ICSID Annulment Bid as Arbitration Award Swells to $200 Million
Jun 29, 2026
On June 29, 2026, Kenon Holdings announced that an ad hoc committee of the International Centre for Settlement of Investment Disputes ruled entirely in its favor in Peru&#8217;s bid to partially annul an October 2023 arbitration award. The committ...
Kenon’s OPC Energy Wins Tariff Approval for 850 MW Hadera Power Plant Expansion
Jun 22, 2026
On June 19, 2026, Kenon&#8217;s subsidiary OPC Energy announced it has received tariff approval from the Israeli Electricity Authority for its Hadera expansion project, an approximately 850 MW combined-cycle natural gas power plant to be built adj...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 06, 2026