Sharemaestro Newsreel

NorthWestern Energy Group (NWE) Reaffirms 2026 Guidance, Is It Still Undervalued?

NorthWestern Energy Group (NWE) has reaffirmed its 2026 earnings guidance and long-term growth targets, despite recent softening in share price momentum. The company is considered 3.5% undervalued with a fair value of $71.42, driven by anticipated load growth from data centers. However, its P/E …

Portland General Benefiting From Rapid Industrial Demand Growth

Portland General Electric is well-positioned for growth due to increasing industrial electricity demand and significant investment opportunities. The company aims to meet Oregon's clean energy goals and enhance grid resilience against natural disasters. Analyst Travis Miller highlights these factors as supporting a positive outlook …

Earnings Preview: PPL Corp to Report Financial Results Pre-market on August 07

PPL Corp is scheduled to release its financial results pre-market on August 7th. Investors will be closely watching for details regarding the company's earnings per share and revenue to gauge its recent performance and future outlook. This report will provide key insights into PPL …

Eaton Fire Investigation Concludes: Electrical Arcing on Idle Edison Tower Caused the Catastrophic Blaze That Killed 19 & Wiped Out Altadena

The Los Angeles County Fire Department concluded that electrical arcing on an out-of-service Southern California Edison transmission tower caused the January 2025 Eaton Fire. This catastrophic blaze killed 19 people and destroyed over 9,000 homes and businesses across Altadena and surrounding areas. The findings …

Pinnacle West Q2 Earnings Miss Estimates, Revenues Increase Y/Y

Pinnacle West Capital Corporation (PNW) reported second-quarter 2026 earnings of $1.43 per share, missing the Zacks Consensus Estimate of $1.49, while revenues increased 7.1% year-over-year to $1.46 billion, surpassing estimates. The company reaffirmed its 2026 earnings guidance and capital investment plans, expecting 5-7% long-term …

National Grid Overhauls Operating Model as £70bn Network Investment Ramps Up

National Grid (NGG) is significantly streamlining its operating model to enhance execution across its UK and US businesses, coinciding with a massive £70 billion investment in energy networks. The changes, effective September 1, 2026, include reducing the Group Executive Committee from 13 to 8 …

Pinnacle West Q2 EPS $1.43 Misses Estimate; Sales of $1.455B Beat Forecast

Pinnacle West Capital reported Q2 2026 EPS of $1.43, missing analyst estimates by 2.72% and declining 9.49% year-over-year, largely due to higher interest charges and increased depreciation. However, quarterly sales of $1.455 billion surpassed consensus estimates by 4.68% and rose 7.06% year-over-year, driven by …

Duke Energy beats Q2 earnings estimates with rate hike orders on horizon

Duke Energy has exceeded its Q2 earnings estimates, driven by a significant data center pipeline and construction of natural gas plants in the Carolinas. The utility anticipates rate hike orders to be finalized in November, which could further impact its financial outlook.

Public Service Enterprise (NYSE: PEG) CEO sells 2,083 shares under trading plan

Public Service Enterprise Group Inc.'s CEO, Ralph A. LaRossa, sold 2,083 shares of common stock on August 3, 2026, under a Rule 10b5-1 trading plan. The shares were sold at a weighted average price of $76.4716 per share, totaling approximately $159,000. After the transaction, …

Edison equipment caused deadly Eaton Fire, LA County Fire investigators conclude

The L.A. County Fire Department has concluded that the deadly Eaton Fire, which occurred in January 2025, was caused by Southern California Edison equipment. Investigators determined that arcing electrical lines near an Edison transmission tower ejected hot metal particles into dry vegetation, igniting the …

Eversource Energy (ES) After Earnings Drop Is The Stock Still Fairly Valued

Eversource Energy (ES) recently reported a significant drop in Q2 2026 earnings, impacting its stock momentum despite a 14.21% 1-year return. While a popular narrative suggests the stock is 2.9% undervalued at $74.08 due to infrastructure investments, an alternative discounted cash flow model points …

Earnings call transcript: Duke Energy tops Q2 2026 EPS forecast

Duke Energy reported Q2 2026 adjusted earnings per share of $1.43, surpassing analyst estimates, although revenue slightly missed forecasts. The utility reaffirmed its full-year EPS guidance and highlighted significant electric service agreements with data-center customers and ongoing capital investments. Management emphasized a focus on …

Alabama Power reports year-to-year increase in second-quarter profits

Alabama Power reported a 15% increase in its comprehensive income for the second quarter of this year, reaching $435 million, primarily due to decreasing expenses. This profit rise comes amidst scrutiny over Alabama's high residential power rates, which are among the highest in the …

Earnings call transcript: PSEG tops Q2 2026 EPS forecast but misses revenue

PSEG reported mixed second-quarter 2026 results, exceeding EPS forecasts with $0.86 a share against an estimate of $0.83, but missing revenue expectations at $2.55 billion compared to a $2.73 billion forecast. The company reaffirmed its full-year 2026 operating earnings guidance of $4.28 to $4.40 …

PSEG ANNOUNCES SECOND QUARTER 2026 RESULTS

PSEG reported its second quarter 2026 results, announcing $0.67 per share net income and $0.86 per share non-GAAP operating earnings, while maintaining its 2026 non-GAAP operating earnings guidance. The company highlighted robust operational performance, including efficient handling of a major heatwave and storms, and …

Southern Co. contracted large load rises to 17 GW

Southern Company has increased its contracted large load to 17 GW, adding 6 GW since Q1 2026, primarily driven by data centers. This includes a 3.2-GW contract with OpenAI for a data center in Georgia, featuring a 1 GW flexible demand response provision. CEO …

Southern Power Foundation distributes grant to Haskell County, Texas, fire department – Company Announcement

The Southern Power Foundation has granted funds to the Haskell Volunteer Fire Department in Haskell County, Texas, enabling them to outfit a new quick response brush truck. This initiative, announced on Southern Power's 25th anniversary, aims to enhance the department's ability to respond to …

Public Service Enterprise Group (NYSE:PEG) Issues Quarterly Earnings Results, Beats Estimates By $0.06 EPS

Public Service Enterprise Group (NYSE:PEG) announced its quarterly earnings, beating analyst estimates by $0.06 with an EPS of $0.86. Despite this, the company's revenue saw an 8.9% year-over-year decline, and its stock price fell, nearing its 12-month low. Analysts maintain a "Moderate Buy" rating, …

WEC Energy Group (WEC) to Present at Upcoming Investor Meetings

WEC Energy Group (WEC), a Wisconsin-based utility holding company, announced it will participate in upcoming investor meetings and has released presentation materials for these engagements. The company, which serves 4.6 million customers across multiple states, disclosed this information via a Form 8-K filing. GuruFocus …

Korea to Resolve Dongseoul Substation Issue Within Two Months, Split Regional Power Pricing Into Four Tiers

The Ministry of Climate, Energy and Environment in Korea plans to resolve the Dongseoul substation issue within two months and implement a regional differential electricity pricing system by dividing the country into four tiers. This system will primarily lower industrial electricity rates, with a …

Eversource Q2 income plunges on transmission ROE, offshore wind charges

Eversource Energy's second-quarter income significantly dropped to $53.7 million from $352.7 million in Q2 2025, largely due to charges related to its Aquarion sale, a pending transmission return on equity refund, and increased liability from the Revolution Wind project. Despite the current quarter's plunge, …

Ameren’s Data Center Infrastructure Push and Reaffirmed 2026 Guidance Could Be A Game Changer For AEE

American Electric Power (AEP) CEO has RSUs withheld to pay taxes

American Electric Power CEO William Fehrman had 6,283 restricted stock units (RSUs) withheld on August 1, 2026, to cover tax liabilities when 14,085 units granted in 2024 vested. This tax-withholding disposition resulted in him holding 133,539 restricted stock units directly after the transaction. The …

Southern Company (NYSE: SO) comptroller trades 100 shares under plan

Southern Company's Comptroller, Matthew M. Kim, sold 100 shares of company stock at $94.28 per share on August 3, 2026, under a Rule 10b5-1 trading plan. Following this transaction, Kim directly holds 6,488 shares and indirectly holds 1,222.207 shares through a 401(k) plan. This …

Royal Bank of Canada Purchases 20,201 Shares of Alliant Energy Corporation $LNT

Royal Bank of Canada increased its stake in Alliant Energy Corporation by 4.4% in the first quarter, purchasing 20,201 shares and bringing its total holdings to 475,062 shares valued at $34.1 million. Other institutional investors also made significant moves in the company's stock, with …

Exelon Agreements Require Data Centers to Cover Projected Grid Costs

Exelon has secured over $1 billion in customer protections through Transmission Security Agreements (TSAs), which mandate that large new energy users, including data centers, cover their projected transmission service costs. This initiative is part of the "Exelon Promise" to shield families and small businesses …

Let's Talk Energy with Eversource

The City of Springfield, MA is hosting "Let's Talk Energy with Eversource" events. These sessions aim to help residents understand their energy bills and learn about energy efficiency programs. Two events are scheduled for August 4th and August 6th, 2026, offering information on understanding …

American Electric Power (AEP) EVP reports 1,741 RSUs withheld for tax

American Electric Power Co. Inc. Executive Vice President Greg B. Hall reported a tax-related disposition of equity awards. On August 1, 2026, 1,741 restricted stock units (RSUs) were withheld at $128.32 per unit to satisfy his tax liability upon the vesting of 5,880 RSUs …

Portland General Electric (POR) On Q2 Results And The Valuation Question

Portland General Electric (POR) recently reported its Q2 2026 results, with revenues of US$814 million and net income of US$68 million. The stock currently trades slightly below the average analyst target and near internal fair value estimates, which suggests it is 4.6% undervalued, primarily …

Unitil Q2 2026 slides: water acquisition, gas growth drive expansion

Unitil Corporation announced strong Q2 2026 results, beating analyst expectations with $0.29 EPS and reaffirming full-year guidance. Key drivers include the strategic acquisition of Aquarion Water Company of New Hampshire and Abenaki Water Company, and robust growth in natural gas customer demand due to …

Dominion Pockets Profits During Proposed Sale

Dominion Energy reported a significant increase in second-quarter revenue and adjusted earnings, largely driven by the expansion of data centers in Virginia. Despite these profits, residential customers face higher bills due to rate increases and fuel surcharges. Concurrently, the company is moving forward with …

What Korea stands to gain — and lose — from U.S.-Saudi nuclear deal

The recent U.S.-Saudi nuclear cooperation agreement could give the United States an advantage in securing reactor contracts with Saudi Arabia, potentially sidelining South Korea's own nuclear reactor exports. However, experts suggest that the U.S. lacks the independent capacity to execute such large-scale projects and …

The Fortis Inc. (TSE:FTS) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Fortis Inc. recently released its Q2 results, showing revenues of CA$2.9b, a 2.8% beat on analyst predictions, and statutory EPS of CA$0.78, 3.0% above expectations. Analysts have updated their forecasts, now predicting CA$13.6b in revenue and CA$3.62 EPS for 2026, representing significant growth. Despite …

Why is Southern Company stock slipping today? By Investing.com

Southern Company (SO) stock is down 0.6% in pre-open trading after the utility priced a $2.375 billion convertible notes offering. This offering raises concerns about potential equity dilution for existing shareholders, despite the company's strong underlying fundamentals and raised full-year guidance. The market's current …

Consumers Energy Company (NYSE: CMS-PB) sells two $450M bond issues

Consumers Energy Company announced the issuance and sale of two bond issues, totaling $900 million. These include $450 million of 4.900% First Mortgage Bonds due 2031 and $450 million of 6.100% First Mortgage Bonds due 2056. The net proceeds are intended for general corporate …

WEC Energy Group 2026: Revenue $2.06B, EPS $0.91— 10-Q Summary

WEC Energy Group reported strong results for the quarter ended 2026, with revenue reaching $2.06 billion, net income of $301 million, and diluted EPS of $0.91. These figures represent significant increases compared to the prior-year quarter, driven by utility margin improvements and non-utility gains. …