Industry Overview - The Zacks Utility-Electric Power industry presents an attractive investment case due to stable cash flows and predictable earnings from regulated business models [1] - The industry is transforming with a global push for decarbonization, leading to increased investments in renewables like solar, wind, and battery storage [2] Company Analysis: Vistra Corp. (VST) - Vistra offers a strong investment case with a diversified generation mix, including natural gas, nuclear, solar, and battery storage, providing stable, carbon-free baseload power [4] - The Zacks Consensus Estimate for Vistra's earnings per share indicates a year-over-year increase of 67.71% for 2026, with long-term growth projected at 18.89% [7][11] - Vistra's return on equity (ROE) is 64.04%, significantly higher than the industry average of 10.7% [11][13] - Vistra is trading at a lower P/E of 18.3X compared to PEG's 18.68X, indicating better value [11][15] Company Analysis: Public Service Enterprise Group Inc. (PEG) - Public Service Enterprise Group presents a solid investment case with regulated utility operations and a strong carbon-free nuclear portfolio [5] - The Zacks Consensus Estimate for PEG's earnings per share implies a year-over-year increase of 8.64% for 2026, with long-term growth projected at 7.05% [10] - PEG's debt-to-capital ratio is 57.88%, lower than Vistra's 75.38%, indicating a more conservative approach to financing [18] Dividend Analysis - PEG has a dividend yield of 3.09%, significantly higher than Vistra's 0.55% and the S&P 500's 1.36%, reflecting stronger cash flow and financial health [20] Summary Comparison - Both Vistra and Public Service Enterprise Group are effectively serving customers and expanding clean power generation assets [21] - Vistra has an edge due to stronger earnings estimates, cheaper valuation, and better ROE, despite PEG's lower debt levels [21]

Market Overview - Volatility has returned to Wall Street, with major indexes giving up gains for the year due to uncertainty over the economy's health and fresh geopolitical tensions [1] - Investors are concerned about the economy's health, as consumer confidence fell to 89.1 in December, a decline of 3.8 points from November's reading of 92.9 [6] Defensive Stock Recommendations - Investors may want to focus on low-beta, defensive stocks, particularly from the utility sector, to cushion against market swings [2] - Recommended companies include: - **Ameren Corporation (AEE)**: Expected earnings growth rate of 8.2%, Zacks Rank 2, beta of 0.58, and a dividend yield of 2.74% [8][10] - **Fortis, Inc. (FTS)**: Expected earnings growth rate of 3.8%, Zacks Rank 2, beta of 0.50, and a dividend yield of 3.48% [12][10] - **Public Service Enterprise Group Incorporated (PEG)**: Expected earnings growth rate of 9.8%, Zacks Rank 2, beta of 0.6, and a dividend yield of 3.17% [14][10] Company Profiles - **Ameren Corporation**: A utility company serving nearly 2.4 million electric and over 900,000 natural gas customers in Missouri and Illinois [7] - **Fortis, Inc.**: Engaged in electric and gas utility business, operating primarily in Canada, the U.S., and the Caribbean [11] - **Public Service Enterprise Group Incorporated**: A diversified energy company with regulated electric and gas utility operations primarily in the Northeastern and Mid-Atlantic U.S. [13]

NEWARK, N.J., Jan. 21, 2026 /PRNewswire/ -- Public Service Enterprise Group Incorporated (PSEG) today announced that Geisha J. Williams has been elected to its Board of Directors, effective March 1, 2026. Williams serves as a member of the Supervisory Board for Siemens Energy, an independent director for the Artera Services Board of Directors, chair of the Board of Directors of Osmose Utilities Services, and as an independent director of the Meritage Homes Board of Directors. She holds a Bachelor of Science ...

Valued at a market cap of $39.6 billion, Public Service Enterprise Group Incorporated (PEG) is an energy and utility holding company based in Newark, New Jersey. It is primarily a regulated provider of electricity and natural gas. The company is expected to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this utility company to report a profit of $0.73 per share, down 13.1% from $0.84 per share in the year-ago quarter. The company has surpassed Wall Street’ ...

Core Viewpoint - Benjamin Edwards Inc. significantly increased its stake in Public Service Enterprise Group (PEG) by 1,316.2% in Q3, acquiring 42,526 additional shares, bringing its total holdings to 45,757 shares valued at $3.82 million [2][3]. Institutional Holdings - Other institutional investors also increased their stakes in PEG during Q3, with HB Wealth Management LLC growing its holdings by 13.9% to 19,623 shares valued at $1.64 million after acquiring 2,401 shares [3]. - KLP Kapitalforvaltning AS increased its stake by 8.2%, owning 339,909 shares worth $28.37 million after acquiring 25,700 shares [3]. - Overall, 73.34% of PEG's stock is owned by hedge funds and institutional investors [3]. Stock Performance - PEG shares opened at $78.67, with a market capitalization of $39.27 billion, a P/E ratio of 18.91, and a PEG ratio of 2.21 [4]. - The stock has a twelve-month low of $74.67 and a high of $91.25, with a quick ratio of 0.69 and a current ratio of 0.93 [4]. Financial Results - PEG reported Q3 earnings of $1.13 per share, exceeding analysts' expectations of $1.02 by $0.11, with a net margin of 17.77% and a return on equity of 12.62% [5]. - The company achieved revenue of $3.23 billion for the quarter, surpassing the consensus estimate of $2.80 billion, marking a year-over-year revenue increase of 22.1% [5]. Dividend Information - PEG announced a quarterly dividend of $0.63, representing an annualized dividend of $2.52 and a yield of 3.2%, with a payout ratio of 60.58% [6]. Insider Transactions - SVP Richard T. Thigpen sold 4,920 shares at an average price of $82.33, totaling approximately $405,063.60, which decreased his ownership by 15.84% [7]. Analyst Ratings - TD Cowen raised its price target for PEG from $93.00 to $96.00, maintaining a "buy" rating, while JPMorgan Chase lowered its target from $96.00 to $88.00 with an "overweight" rating [9]. - The consensus rating for PEG is "Moderate Buy" with an average price target of $91.35, with ten analysts rating it as a buy and four as hold [9]. Company Overview - Public Service Enterprise Group is a diversified energy company primarily operating in New Jersey, focusing on regulated utility services and energy generation [10]. - Its regulated utility arm, Public Service Electric and Gas Company (PSE&G), manages electric and gas networks, customer connections, and system reliability [11].

Core Viewpoint - Public Service Enterprise Group (PEG) is consistently investing in infrastructure modernization and increasing its nuclear generation, presenting a strong investment opportunity in the Zacks Utility Electric Power industry [2]. PEG's Growth Outlook & Surprise History - The Zacks Consensus Estimate for PEG's 2026 earnings per share (EPS) has risen by 0.9% to $4.39 per share over the past 30 days [3]. - PEG's projected 2026 revenues are estimated at $11.81 billion, indicating a growth of 0.1% [3]. - The company's long-term earnings growth rate is forecasted at 8.11%, with an average earnings surprise of 4.87% over the last four quarters [3]. PEG's Return on Equity - PEG's return on equity (ROE) stands at 12.62%, surpassing the industry average of 10.3%, indicating more effective utilization of funds compared to peers [4]. PEG's Return to Shareholders - PEG has been increasing shareholder value through consistent dividend payments, currently offering a quarterly dividend of 63 cents per share, which translates to an annualized dividend of $2.52 and a dividend yield of 3.11%, significantly higher than the S&P 500 Composite's average of 1.08% [5]. Nuclear Fleet Underpins PEG's Competitive Position - The company's focus on clean and reliable power generation from its nuclear fleet enhances its competitive position, with nuclear generation reaching approximately 23.8 terawatt-hours (TWh) for the nine months ending September 30, 2025, up from 23.3 TWh in the previous year [6]. PEG's Capital Deployment Plan - PEG invested $1.89 billion in infrastructure modernization and plans to allocate approximately $21-$24 billion for regulated capital investments from 2025 to 2029 [7]. Overview of PEG's Debt Structure - PEG's total debt to capital ratio is 57.88%, which is better than the industry average of 61.13%, and its times interest earned (TIE) ratio is 3.3, indicating the company can meet its interest obligations comfortably [9]. PEG Stock Price Performance - PEG shares have increased by 2.8% over the past month, outperforming the industry's growth of 0.9% [10].

Group 1 - Public Service Enterprise Group (PEG) has experienced a 2% decline since the announcement by New Jersey Governor-elect Mikie Sherrill on August 21, 2025, regarding the immediate freeze of utility rates on her first day in office [1] - During the same period, the S&P 500 index saw an increase, indicating a contrasting performance between PEG and the broader market [1]

Core Insights - Public Service Electric & Gas (PSE&G) has been recognized as the highest-ranked utility in customer satisfaction among large electric utilities in the East Region for the fourth consecutive year according to the J.D. Power 2025 Electric Utility Residential Customer Satisfaction Study [1][2] Customer Satisfaction and Recognition - PSE&G achieved the 1 ranking for excellence across key customer experience categories, including safety and reliability, problem resolution, ease, digital channels, people, and trust, based on a survey of 127,103 residential customers [2] - The utility ranked in the top three spots in all areas of customer segments for electric and gas, specifically ranking second in the electric business residential survey and second for the gas residential study, while also placing third for the gas business [3] Commitment to Customer Service - PSE&G's recognition reflects its long-standing focus on delivering reliable and affordable power while adapting to evolving customer energy needs and expectations [4] - The company continues to invest in customer technology, infrastructure upgrades, and innovative programs aimed at strengthening system reliability and reducing outages [4] Community Engagement and Support - Throughout 2025, PSE&G participated in over 450 community events to help customers access payment assistance programs, including the Low Income Home Energy Assistance Program (LIHEAP) [5] - The utility's suite of energy efficiency programs has engaged nearly 465,000 residential and business customers, collectively saving over $720 million annually on utility bills through various initiatives [6] Future Focus - PSE&G remains dedicated to advancing customer-focused improvements and investing in energy infrastructure to support New Jersey's homes, businesses, and communities for future generations [7] Company Background - PSE&G is New Jersey's oldest and largest gas and electric delivery public utility and has won the ReliabilityOne® Award for superior electric system reliability for 24 consecutive years [8] - The company has also been recognized as an ENERGY STAR Partner of the Year for three consecutive years in the Energy Efficiency Program Delivery category [8]

Group 1 - Public Service Enterprise Group Incorporated (PEG) is recognized as one of the 11 energy stocks suitable for a retirement portfolio, highlighting its stability and potential for long-term investment [1][2] - PEG is primarily a regulated energy company that provides electric and gas services, indicating its focus on essential utility operations [2] - Morgan Stanley has reduced its price target for PEG from $109 to $107 while maintaining an 'Overweight' rating, reflecting a cautious outlook amid the utilities sector's underperformance in October [3] - PEG has a strong track record of increasing its distributions for 14 consecutive years, with a recent quarterly dividend announcement of $0.63 per share, showcasing its commitment to returning value to shareholders [4] - The company is undertaking a significant 5-year capital investment program valued between $22.5 billion and $26 billion, aimed at sustaining its dividend growth without the need for new equity issuance or asset sales [4] - As of the latest information, PEG offers an attractive annual dividend yield of 3.2%, making it appealing for income-focused investors [4]

Core Insights - Public Service Enterprise Group Incorporated (PEG) has a market capitalization of $40.3 billion and operates through its PSE&G and PSEG Power segments, providing electric and gas transmission and distribution services, investing in solar and energy-efficiency projects, and operating nuclear generation facilities across the U.S. [1] - As of December 31, 2024, PEG manages extensive infrastructure, including 25,000 circuit miles of transmission and distribution lines and 158 MW of installed solar capacity [2] Stock Performance - PEG shares have decreased by 12.5% from their 52-week high of $92.25 and have fallen 1.2% over the past three months, underperforming the S&P 500 Index, which gained 5.5% in the same period [3] - Year-to-date, PEG stock is down 4.4%, while the S&P 500 has increased by 16.6%. Over the past 52 weeks, PEG shares have dropped over 12%, compared to a 12.7% return for the S&P 500 [4] Financial Results - PEG reported Q3 2025 revenue of $2.37 billion, which was weaker than expected, but adjusted EPS of $1.13 exceeded consensus estimates and increased from $0.90 a year earlier. Q3 adjusted operating earnings reached $565 million, driven by $515 million from PSE&G [5] - Analysts maintain a moderately optimistic outlook on PEG, with a consensus rating of "Moderate Buy" from 20 analysts and a mean price target of $92.09, representing a 14% premium to current levels [6]