Industry Overview - The utility sector has outperformed the broader market, gaining over 18% since the beginning of 2025, following a 19% rally last year, resulting in nearly $500 billion in value increase over two years [2] - The Energy Information Administration projects U.S. power demand to grow to 4,191 billion kilowatt-hours in 2025 and 4,305 billion kWh in 2026, up from a record 4,097 billion kWh in 2024 [1] Capital Investments - The utility sector is expected to invest $1.1 trillion in capital expenditures through 2029 to meet the increasing demand driven by new data centers and rising energy needs [3] Dividend Stocks - The article lists the best utility dividend stocks, focusing on those with an annual dividend yield of at least 3% as of October 22, 2025, and those with significant hedge fund interest [6] Company Highlights - **Brookfield Renewable Corporation (NYSE:BEPC)**: - Dividend yield of 3.81% as of October 22, 2025, with a diversified portfolio in renewable energy [8] - Forecasts over 10% annual FFO per share growth through 2030 and aims to increase cash distributions by 5% to 9% annually [11] - **Dominion Energy, Inc. (NYSE:D)**: - Dividend yield of 4.38% as of October 22, 2025, providing regulated electricity to 3.6 million customers [12] - Plans to invest over $50 billion through 2029 to support expanding power demand, with an expected EPS growth of 5% to 7% annually [13] - Coastal Virginia Offshore Wind project is on track to deliver first power in early 2026 [14] - **OGE Energy Corp. (NYSE:OGE)**: - Dividend yield of 3.66% as of October 22, 2025, with a focus on expanding capacity by approximately 550 MW [16] - Recently received a price target increase from Jefferies, reflecting positive expectations for the upcoming quarter [17]

Core Viewpoint - The article compares Exelon (EXC) and OGE Energy (OGE) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - Exelon has a Zacks Rank of 2 (Buy), while OGE Energy has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes companies with positive earnings estimate revisions, indicating that EXC's earnings outlook is improving more significantly than OGE's [3] Group 2: Valuation Metrics - EXC has a forward P/E ratio of 17.36, compared to OGE's forward P/E of 19.89 [5] - The PEG ratio for EXC is 2.74, while OGE's PEG ratio is 3.15, suggesting EXC may be undervalued relative to its expected earnings growth [5] - EXC's P/B ratio is 1.71, whereas OGE's P/B ratio is 1.97, further indicating EXC's relative valuation advantage [6] Group 3: Value Grades - EXC has a Value grade of B, while OGE has a Value grade of C, highlighting EXC's stronger position in terms of value metrics [6]

Group 1 - OGE Energy Corp. will hold its quarterly earnings and business update conference call on October 29, 2025, at 9 a.m. Eastern Time [1] - The conference call will be accessible via webcast on OGE Energy's official website [1] - OGE Energy Corp. has appointed Lyle G. Ganske to its Board of Directors, where he will serve on the nominating committee [3]

Group 1 - OGE Energy Corp. appointed Jason Bailey, a 23-year company veteran, as Treasurer, retaining his roles in investor relations, risk management, and insurance [1][2] - The Board of Directors approved a fourth quarter dividend of $0.425 per common share, to be paid on October 31, 2025, to shareholders of record on October 6, 2025 [2][3] - The company reported earnings of $0.53 per diluted share for the second quarter of 2025 [5] Group 2 - Lyle Ganske was appointed to the OGE Energy board of directors, indicating ongoing governance changes within the company [4]

Industry Overview - The global use of renewable energy is increasing due to efforts to reduce greenhouse gas emissions, driven by lower production costs, supportive government policies, and rising demand in power and transportation markets [1] - Wind power is leading the transition to renewable energy, becoming one of the largest sources of electricity generation in the United States [2] Market Trends - The wind energy market is benefiting from trends such as rising electricity demand from AI-powered data centers, the adoption of electric vehicles, and rapid industrialization [3] - The U.S. Energy Information Administration (EIA) projects a 4% year-over-year increase in wind power output in 2025, with an expected addition of 7.7 GW of wind generation capacity [4] Company Insights - NextEra Energy, Inc. (NEE) is a leading global wind energy generator, expanding its capacity by 1,365 MW in 2024 and operating facilities with a total capacity of approximately 26,335 MW [9][10] - OGE Energy is the largest electric utility in Oklahoma, focusing on expanding its wind output and reducing carbon emissions significantly [12][13] - Arcosa, Inc. (ACA) manufactures infrastructure products for wind power generation, benefiting from strong demand and a $1.1 billion order backlog since the Inflation Reduction Act [15][16] - Constellation Energy Corporation (CEG) operates 27 wind projects across 10 states, producing about 1,400 MW of electricity and launching a $350 million initiative to enhance its renewable energy portfolio [17][18][19]

Core Viewpoint - OGE Energy has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of changing earnings estimates, which are closely correlated with short-term stock price movements [3][5]. - Institutional investors often adjust their valuations based on earnings estimates, leading to significant stock transactions that affect prices [3]. Company Performance Indicators - The upgrade reflects an improvement in OGE Energy's underlying business, suggesting that investors may respond positively by driving the stock price higher [4]. - For the fiscal year ending December 2025, OGE Energy is expected to earn $2.28 per share, with a 0.3% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rating System Overview - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6]. - The upgrade to Zacks Rank 2 places OGE Energy in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

Key Takeaways OGE's 2025 EPS estimate rose to $2.28, with revenue growth projected at 4.6% from the 2024 levels.OGE plans $6.25B in investments through 2029 to strengthen grid reliability and generation assets.OGE owns multiple wind and solar sites and continues expanding renewable resources with zero emissions.OGE Energy Corp. (OGE) focuses on consistent investments in infrastructure upgrades to better serve its customers. The company is also steadily expanding its renewable generation assets. Given its st ...

Core Viewpoint - The company aims to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing the risk of principal loss [1] Group 1 - The service offers subscribers access to exclusive investment ideas before they are released to the general public, with many ideas not being released at all [1] - Subscribers receive in-depth research that is not available to non-subscribers, enhancing their investment decision-making [1] - A two-week free trial is currently being offered to attract new subscribers to the service [1]

Core Viewpoint - OGE Energy Corp. has appointed Lyle G. Ganske to its board of directors, enhancing its corporate governance capabilities and strategic growth potential [1][2]. Company Summary - Lyle G. Ganske brings over 40 years of experience in corporate governance, fiduciary duty, and corporate transactions, which will be beneficial for OGE Energy's growth [2]. - Ganske currently serves as Of Counsel at Jones Day and has held leadership roles, including head of the firm's Global M&A Practice, indicating a strong background in corporate law [2]. - His expertise spans various industries, including energy, manufacturing, retail, telecom, utilities, and process industries, which aligns with OGE Energy's operational focus [2]. Industry Summary - Ganske is recognized for his contributions to corporate governance, frequently speaking and coauthoring articles on the subject, which may enhance OGE Energy's reputation in governance practices [3]. - He serves on the advisory board of two private equity funds and on the boards of multiple portfolio companies, indicating a strong network and influence in the corporate governance landscape [3].

Core Viewpoint - OGE Energy Corp. is conducting its 2025 Second Quarter Earnings and Business Update Call, featuring key executives discussing financial results and future outlook [1][3]. Group 1: Company Participants - The call includes participation from Charles B. Walworth (CFO & Treasurer), Jason Bailey (Director of Investor Relations), and Robert Sean Trauschke (Chairman, President & CEO) [1][3]. - The conference call is being recorded and will be available for later access on the company's website [1][4]. Group 2: Conference Call Structure - The structure of the call involves opening remarks from the CEO, followed by a financial results explanation from the CFO, and a Q&A session [3]. - The call is being webcast, allowing participants to follow along in real-time [4]. Group 3: Forward-Looking Statements - A safe harbor statement regarding forward-looking statements is presented, indicating that the company cannot guarantee future financial results but will provide its best estimates [5].