As PG&E pre-positions crews and other resources, the company reminds its customers to stay safe and be prepared for possible outages. OAKLAND, Calif., Dec. 22, 2025 /PRNewswire/ -- Ahead of a pair of strong winter storms expected to bring heavy rain, strong winds and mountain snow to Northern and Central California during the holiday week, Pacific Gas and Electric Company (PG&E) crews are readying to respond to expected power outages. The storms are forecast to move through the PG&E's service area with the ...

Core Viewpoint - WEC Energy Group, Inc. is recognized as one of the best-performing electrical infrastructure stocks in 2025, despite recent price target reductions by analysts [1]. Group 1: Analyst Ratings and Price Targets - Barclays has lowered its price target for WEC Energy Group from $110 to $105 while maintaining an Equal Weight rating [2]. - KeyBanc also reduced its price target from $123 to $117, keeping an Overweight rating [2][3]. Group 2: Company Performance and Management - The management team of WEC Energy Group has a history of executing plans effectively, achieving outcomes close to the top of its guidance range [3]. - Wisconsin's regulatory environment is viewed as historically beneficial for the company, contributing to its promising future [3]. Group 3: Dividend Announcement - The board of WEC Energy Group declared a dividend increase to $0.9525 per share for the first quarter of 2026, representing a 6.7% annual increase to $3.81 per share [4]. - The dividend is expected to be declared in January 2026 and paid to shareholders on March 1, 2026 [4]. Group 4: Operational Scope - WEC Energy Group provides electric and gas utility services in Illinois, Michigan, Minnesota, and Wisconsin [5].

Core Points - CenterPoint Energy, Inc. declared a regular quarterly cash dividend of $0.2300 per share on its common stock [1] - The dividend is payable on March 12, 2026, to shareholders of record at the close of business on February 19, 2026 [1] - CenterPoint Energy serves approximately 7 million metered customers across multiple states, including Indiana [1]

Core Insights - The U.S. economy is experiencing persistent inflation and slowing job growth, leading the Federal Reserve to cut interest rates for the third time this year, while tariffs and supply-chain issues are impacting economic growth [1] - Retail investors are finding it challenging to interpret market signals and achieve solid returns in the current environment [1] Stock Selection Strategy - Traditional stock-picking methods focusing on sales growth are recommended, as sales growth offers a more reliable evaluation compared to earnings metrics [2][3] - Companies such as Vertiv Holdings Co (VRT), RenaissanceRe Holdings Ltd. (RNR), Ameren Corporation (AEE), Canadian Natural Resources Limited (CNQ), and FedEx Corporation (FDX) are highlighted for their strong sales growth and solid cash flow positions [2][10] Importance of Sales Growth - Sales growth is a clear indicator of a company's business momentum, reflecting genuine demand and market position [3] - Consistent sales growth can predict future earnings improvement and shareholder value creation [3][4] - Revenue trends are valuable both absolutely and relatively, supporting predictable cash flows and enabling management to reinvest in operations [4] Screening Criteria for Stocks - Stocks are shortlisted based on criteria including 5-Year Historical Sales Growth greater than industry average and Cash Flow exceeding $500 million [5] - Additional factors include a Price-to-Sales (P/S) ratio lower than the industry average, positive sales estimate revisions, high operating margins, and Return on Equity (ROE) above 5% [6][7][8] Highlighted Stocks - Vertiv (VRT) is expected to have a sales growth rate of 27.5% for 2025 and holds a Zacks Rank 1 [10][11] - Ameren (AEE) is projected to grow sales by 17.7% in 2025 and has a Zacks Rank 2 [10][13] - Canadian Natural Resources (CNQ) anticipates a sales growth of 5.9% for 2025, also holding a Zacks Rank 2 [10][14] - FedEx (FDX) expects a sales increase of 4.6% in fiscal 2026, with a Zacks Rank 2 [10][15] - RenaissanceRe (RNR) has a lower expected sales growth of 3.4% for 2025 but maintains a Zacks Rank 1 [10][12]

Saint Louis, Missouri-based Ameren Corporation (AEE) generates and distributes electricity and natural gas to residential, commercial, industrial, and wholesale end markets in Missouri and Illinois. With a market cap of $26.6 billion, Ameren operates through Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission segments. Companies with a market cap of $10 billion or more are categorized as "large-cap stocks." Ameren fits this description perfectly, w ...

Core Thesis - Fortis Inc. is viewed positively due to its stable returns, predictable dividends, and disciplined growth strategy, with a current share price of $51.70 and P/E ratios of 21.69 (trailing) and 20.28 (forward) [1][2] Financial Performance - In Q3 2025, Fortis reported adjusted EPS of $0.87, slightly up from $0.85 in the previous year, attributed to rate base growth and regulatory adjustments at Central Hudson [2] - The company's 5-year capital plan increased by 11% to $28.8 billion, focusing on regulated assets, particularly in U.S. transmission utility ITC [2] Dividend and Capital Structure - Fortis increased its quarterly dividend by 4.1%, achieving 52 consecutive years of dividend growth, solidifying its status as a dividend king [3] - The capital structure remains robust, with no new equity needed and stable leverage, allowing the company to fully fund its growth plan while maintaining flexibility through DRIP and ATM programs [3] Market Position and Outlook - The combination of predictable rate base growth, disciplined capital deployment, and potential demand from AI-driven electricity consumption positions Fortis for continued stability and compounding returns [4] - The stock currently yields 3.56%, slightly below its 5-year average of 3.81%, and is considered a long-term hold for reliable income with limited downside [4] Investment Appeal - Fortis exemplifies the value of regulated cash flows, providing steady results in a volatile market, making it a core holding for income-oriented investors [5] - Additional buying may be considered if valuations become more attractive, reflecting a disciplined investment approach [5]

Core Insights - Fortis Inc. has declared dividends payable on March 1, 2026, for various classes of shares, with specific amounts designated for each type [2][4] - The common share dividend and preference share dividends are eligible for federal and provincial dividend tax credits [2] - Fortis reported a revenue of $12 billion for 2024 and total assets of $75 billion as of September 30, 2025 [3] Dividend Details - The declared dividends include: - $0.64 per share on Common Shares - $0.3063 per share on First Preference Shares, Series "F" - $0.3826875 per share on First Preference Shares, Series "G" - $0.26144 per share on First Preference Shares, Series "H" - $0.232890 per share on First Preference Shares, Series "I" - $0.2969 per share on First Preference Shares, Series "J" - $0.3418125 per share on First Preference Shares, Series "K" - $0.3433125 per share on First Preference Shares, Series "M" [4] Company Overview - Fortis is a diversified leader in the North American regulated electric and gas utility industry, serving utility customers across five Canadian provinces, ten U.S. states, and the Caribbean [3] - The company employs approximately 9,600 individuals [3] - Fortis shares are traded on the TSX and NYSE under the symbol FTS [3]

Group 1 - Cullen Capital Management's "SCCM Value Equity Strategy" reported a 6.9% return (gross of fees) and 6.8% (net of fees) in Q3 2025, outperforming the Russell 1000 Value's 5.3% and underperforming the S&P 500's 8.1% during the same period [1] - Year-to-date, the strategy achieved a 13.0% return (gross), compared to the Russell 1000 Value's +11.7% and the S&P 500's +14.8% [1] - The fund's top 5 holdings are highlighted as potential best picks for 2025 [1] Group 2 - Sempra (NYSE:SRE) is an energy infrastructure company with a market capitalization of $59.407 billion, closing at $91.02 per share on November 19, 2025 [2] - Sempra's one-month return was -0.86%, and it lost 3.88% of its value over the last 52 weeks [2] - Sempra was sold from the SCCM Value Equity Strategy during the quarter due to challenges in the California utility market, which outweighed the positives from Texas [3] - The company's P/E multiple increased to 20x, making it less compelling compared to the 16x P/E multiple at the time of purchase in 2024 [3] Group 3 - Sempra is not among the 30 Most Popular Stocks Among Hedge Funds, with 47 hedge fund portfolios holding it at the end of Q2 2025, down from 48 in the previous quarter [4] - The potential of Sempra as an investment is acknowledged, but certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Insights - Avista Corporation (NYSE:AVA) is recognized as one of the 15 overlooked dividend stocks to consider for investment [1] - Mizuho has increased its price target for Avista from $39 to $42, maintaining a Neutral rating after the company's strong Q3 performance [2] - The company reported Q3 2025 revenues of $403 million, a 2.35% increase year-over-year, although it fell short of analysts' expectations by $14.7 million [3] Financial Performance - Q3 2025 revenues reached $403 million, reflecting a 2.35% increase compared to the same quarter last year [3] - The company had $210 million in liquidity available under its committed line of credit and $43 million under its letter of credit facility as of September 30, 2025 [3] - Avista plans to issue approximately $120 million in long-term debt and up to $80 million in common stock in 2026 [3] Capital Expenditures and Future Plans - CFO Kevin Christie reported $363 million in capital expenditures for the first three quarters of 2025, with total spending expected to reach $525 million for the year [4] - Potential capital opportunities could amount to $500 million between 2026 and 2029, including a request for proposals (RFP) and the addition of a large customer [4] Company Overview - Avista Corporation provides electricity and natural gas services, generating, transmitting, and distributing energy to customers across the Pacific Northwest [5]

With a market cap of $96.2 billion, Duke Energy Corporation (DUK) is one of the largest U.S. electric and gas utilities, serving millions of customers across the Southeast and Midwest. Headquartered in Charlotte, North Carolina, it operates about 50,000 MW of power capacity and focuses on regulated electric and natural gas services. Duke Energy’s stock hasn’t kept pace with the broader market’s power surge. DUK stock has gained 10.1% over the past 52 weeks and 14.9% on a YTD basis, compared to the S&P 500 ...