ETR

Entergy Corp.

DOUBTFUL — SCREEN DOES NOT PASSstock

Is ETR Halal?

Electric utility — permissible service but high leverage and investment income require review.

What You Should Know

Entergy's March 31, 2026 filing reports debt/assets of 44.93%, liquidity/assets of 4.71% and receivables plus cash/assets of 6.60%; disclosed interest and investment income is 6.77% of quarterly revenue. Electric and nuclear utility operations remain generally permissible, while nuclear trusts, fuel, wholesale contracts, environmental obligations and financing structures require qualitative review.

⚠️ Concerns

  • Debt screen fails at 44.93% of assets
  • Disclosed interest and investment income is 6.77% of revenue
  • Nuclear generation and decommissioning trusts
  • No universal prohibited-revenue numerator

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
44.93%Above limit
Below 33.333% under FTSE Yasaar

34,058.443 / 75,804.14

Cash + interest-bearing securities / assets
4.71%Within limit
Below 33.333% under FTSE Yasaar

3,571.053 / 75,804.14

Receivables + cash / assets
6.60%Within limit
Below 50% under FTSE Yasaar

5,003.206 / 75,804.14

Non-compliant income / revenue
6.77%Above limit
No more than 5% under FTSE Yasaar

215.81 / 3,187.626

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt is 44.93% of total assets, above the examined 33.333% limit; liquidity is 4.71%, receivables plus cash are 6.60% and disclosed interest and investment income is 6.77% of revenue.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt is 44.93% of total assets, above the examined 33.33% limit; liquidity and receivables-plus-cash are below the examined total-assets limits. This is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt is 44.93% of total assets, above the examined 33% limit; identifiable liquidity is below 33%. This is a calculation against SAC ratios, not an official classification of a U.S.-listed security.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible 24- or 36-month issuer market-cap history is not stored, so market-cap methods are not estimated from a current spot price.

Business-activity disclosure

Entergy operates regulated electric utilities and generation, including nuclear and gas-fired assets, alongside transmission and fuel-related activities. Utility service is generally permissible, while nuclear, fuel, wholesale contracts, decommissioning trusts, regulatory recovery and financing structures require qualitative review.

Limitation: The disclosed interest-and-investment-income line includes trust and investment activity and is not a universal prohibited-revenue numerator; customer and generation activity are not allocated by a single Sharia taxonomy.

Purification

Entergy discloses $215.810 million of interest and investment income, but the line includes trust-related investment activity and no scholar-approved purification percentage is prescribed; no fixed amount is asserted.

Inputs, assumptions and primary sources
  • Amounts are USD millions converted from Entergy's March 31, 2026 Form 10-Q, which reports balance-sheet amounts in thousands.
  • Interest-bearing debt includes $1,525.174 million of currently maturing long-term debt, $1,382.354 million of notes payable and commercial paper, and $31,150.915 million of noncurrent long-term debt; finance leases are excluded where not separately classified as debt.
  • Cash and temporary cash investments are $3,571.053 million; $6,155.164 million of decommissioning trust funds and $311.550 million of storm-reserve escrow accounts are restricted and excluded. The filing's $2,410 million of debt securities is held in decommissioning trusts and is not added as unrestricted securities.
  • Accounts receivable totals $1,432.153 million and first-quarter operating revenue is $3,187.626 million.
  • Entergy discloses $215.810 million of interest and investment income, including trust-related investment activity; it is used as a conservative disclosed income-screen numerator, not as a fixed purification prescription.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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