Core Viewpoint - OGE Energy Corp. is experiencing mixed analyst sentiments, with recent downgrades and price target adjustments reflecting concerns about its current valuation relative to peers, despite solid fundamentals and a strong dividend yield [2][3][4]. Group 1: Analyst Ratings and Price Targets - Wells Fargo downgraded OGE Energy from 'Equal Weight' to 'Underweight' and reduced its price target from $45 to $39, citing a 3% premium over peers and limited upside potential [3]. - Barclays analyst Nicholas Campanella lowered the price target from $51 to $49 but maintained an 'Overweight' rating, indicating a more favorable long-term outlook despite the adjustment [4]. Group 2: Financial Performance and Dividends - OGE Energy boasts an annual dividend yield of 3.89% and has been included in the Dividend Contenders List, highlighting its attractiveness for income-focused investors [4]. - The company's earnings per share (EPS) growth is expected to align with forecasts, suggesting stable financial performance in the near term [3].

Core Viewpoint - Eversource Energy is recognized as a strong investment opportunity, particularly due to its consistent dividend growth and recent price target increase by Wells Fargo [1][4]. Dividend Information - Eversource Energy announced a quarterly dividend of $0.7875 per share, reflecting a 4.65% increase from the previous dividend of $0.7525 [3]. - This increase marks the 26th consecutive annual dividend increase for the company [3]. - The annual dividend yield stands at 4.26%, positioning Eversource as a favorable option for dividend investors [3]. Analyst Insights - Wells Fargo raised its price target for Eversource Energy from $63 to $71 while maintaining an 'Equal Weight' rating [4]. - The revision is viewed as a battleground call, indicating the need for clearer visibility on the utility's balance sheet to justify the investment [4]. - Analysts suggest that while there are potential pathways for growth, it may still be premature to invest in Eversource shares at this time [4].

Group 1 - Dominion Energy, Inc. (NYSE:D) is recognized as one of the 10 High Yield Utility Stocks to buy in 2026, indicating strong investment potential in the utility sector [1] - The company provides regulated electricity service to 3.6 million homes and businesses across Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina [2] - Dominion Energy declared a quarterly dividend of $0.6675 per share, marking the 392nd consecutive dividend payment, with an attractive annual dividend yield of 4.37% [3] Group 2 - A federal judge has allowed Dominion Energy to resume work on its Virginia offshore wind project, which had previously been suspended due to national security concerns [4] - The Coastal Virginia Offshore Wind project, with an investment of nearly $9 billion, is expected to be operational this year, contributing to the company's renewable energy portfolio [5]

Core Insights - The demand for clean electricity is accelerating globally, driven by structural trends and technological advancements, benefiting companies like GE Vernova (GEV) and Public Service Enterprise Group (PEG) from different perspectives [1][2][10] Group 1: Company Profiles - GE Vernova is positioned as a growth-oriented infrastructure provider focused on electrification and transmission modernization, with a recent acquisition enhancing its market leadership [4][5] - Public Service Enterprise has a balanced portfolio of regulated and non-regulated utility assets, providing stable earnings and growth opportunities, supported by favorable wholesale electricity prices [6][7][18] Group 2: Financial Performance - The Zacks Consensus Estimate for GE Vernova's 2026 earnings per share (EPS) is $13, indicating a year-over-year growth of 76.6%, with a long-term earnings growth rate of 18% [9] - The Zacks Consensus Estimate for Public Service Enterprise's 2026 EPS is $4.36, indicating a year-over-year growth of 8.09%, with a long-term earnings growth rate of 7.05% [11] Group 3: Investment and Valuation Metrics - GE Vernova has a total debt to capital ratio of nil, while Public Service Enterprise has a ratio of 57.88% [13] - GE Vernova shares trade at a forward Price/Earnings (P/E) ratio of 51.89X, compared to Public Service Enterprise's P/E of 18.57X [14] - GE Vernova's return on equity (ROE) is 46.91%, significantly higher than Public Service Enterprise's ROE of 12.62% [15] Group 4: Stock Performance - Over the past three months, GE Vernova's shares have increased by 23.7%, while Public Service Enterprise's shares have risen by 1.4% [16] Group 5: Investment Recommendation - Currently, GE Vernova is favored due to its superior earnings growth, price performance, ROE, and better debt position, although both companies hold a Zacks Rank of 3 (Hold) [18]

FOURTH QUARTER AND FULL YEAR, DECEMBER 31, 2025 Cautionary Statement Regarding Forward-Looking Statements This Supplemental Information contains forward-looking information within the meaning of Canadian provincial securities laws and "forward-looking statements" within the meaning of certain securities laws including Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private Securitie ...

Core Insights - Prolonged below-normal temperatures are leading to increased home energy use and higher bills in the Carolinas [1][6] - Duke Energy is providing practical steps and flexible options to help customers manage their energy costs during this cold weather [2][6] Weather Impact - The Carolinas are experiencing an unusually long cold stretch, with temperatures 10 to 20 degrees below normal for this time of year [1][7] - This cold weather is expected to be the longest since January 2018, with potential snow accumulation [7] Energy Use and Savings Tips - Heating systems are running longer due to low temperatures, which is the primary driver of increased energy use [2][6] - Duke Energy offers various energy-saving tips, such as setting thermostats to lower settings, sealing leaks, and utilizing natural sunlight for heating [8] - Customers can benefit from smart thermostat rewards and flexible billing options to manage their energy costs [8] Payment Options and Assistance - Duke Energy provides several payment options, including choosing due dates, requesting extensions, and installment plans for past-due balances [8] - The company also offers a Payment Assistance Finder to connect customers with local organizations that provide utility bill assistance [8] - The Share the Light Fund helps qualifying customers pay their energy bills through community and company contributions [8] Company Overview - Duke Energy is a Fortune 150 company serving 8.6 million customers across multiple states and has a total energy capacity of 55,100 megawatts [5] - The company is focused on an ambitious energy transition, investing in electric grid upgrades and cleaner energy sources, including natural gas, nuclear, renewables, and energy storage [9]

Core Insights - Brookfield Infrastructure Partners L.P. reported a net income of $1.1 billion for the year ended December 31, 2025, significantly up from $391 million in 2024, driven by strong operational performance and capital recycling activities [2][3][31] - The company achieved funds from operations (FFO) of $2.6 billion, or $3.32 per unit, representing a 10% increase over normalized FFO and a 6% increase compared to 2024 [3][4][41] - The company expects FFO to increase further in 2026 as new investments contribute to results and the growth pipeline expands to include AI infrastructure [2][8] Financial Performance - Net income attributable to the partnership for 2025 was $1.1 billion, with a per unit income of $0.90, compared to $0.04 in 2024 [2][31] - FFO for 2025 was $2.6 billion, or $3.32 per unit, compared to $2.5 billion, or $3.12 per unit, in 2024 [3][41] - Revenues for 2025 reached $23.1 billion, up from $21.0 billion in 2024, while direct operating costs increased from $15.7 billion to $16.9 billion [31][53] Segment Performance - The utilities segment generated FFO of $786 million, a 7% increase year-over-year, benefiting from inflation indexation and new capital commissioned [4][5] - The transport segment's FFO was $1.1 billion, consistent with the previous year after normalizing for asset sales and foreign exchange [5][6] - The midstream segment reported FFO of $668 million, reflecting a 7% year-over-year increase due to higher volumes and activity levels [6] - The data segment saw a significant increase in FFO to $502 million, over 50% higher than the previous year, driven by new investments and strong organic growth [7] Strategic Initiatives - The company exceeded its $3 billion capital recycling target in 2025 and completed $1.5 billion in new investments [2][8] - Asset sales reached a record $3.1 billion in 2025, with expectations to continue this momentum into 2026 [12][13] - The company has secured additional projects under a framework agreement with Bloom Energy, totaling approximately 230 MW of power generation [9] Dividend and Distribution - The Board of Directors declared a quarterly distribution of $0.455 per unit, a 6% increase compared to the prior year, payable on March 31, 2026 [16][44] - The equivalent quarterly dividend for Brookfield Infrastructure Corporation's shares was also declared at $0.455, aligning with the distribution for BIP units [44][45]

Nigeria plans to raise $2.9 billion from its domestic capital markets to settle outstanding debts owed to power companies https://t.co/wFEIRSpNNs ...

Core Insights - NextEra Energy is intensifying its investment strategy in gas to support hyperscalers, maintaining a stable development pipeline as indicated in its latest earnings report [1] Group 1: Future Generation Plans - The company plans to deliver approximately 15 GW of new generation to data center power supply hubs by 2035, with 6 GW expected from new gas-fired resources [2] - The CEO expressed a goal to double the initial target, aiming for at least 30 GW through this channel [2] Group 2: Infrastructure Investments - NextEra Energy Resources has been actively acquiring gas infrastructure, including the recent acquisition of Symmetry Energy Solutions and a portion of Consolidated Edison's interest in the Mountain Valley Pipeline [3] - The company has initiated new transmission projects worth $5 billion since 2023 and has a pipeline to build 20 GW of new gas-fired generation [2] Group 3: Strategic Partnerships and Market Positioning - The company partnered with Comstock Resources to develop up to 8 GW of gas-fired generation to cater to data centers in Central Texas [4] - The CEO highlighted the importance of having the capability to transport gas across the country as a critical skill set for future growth [4] Group 4: Focus on Hyperscalers and Renewable Energy - NextEra Energy's strategy includes serving hyperscalers who are looking to create their own power systems, combining battery storage, gas, and renewable generation projects [5] - The company continues to invest in renewable energy, which is viewed as the most cost-effective solution to meet immediate customer needs, with secured solar panels to meet development expectations through 2029 [6][7]

China’s second-largest grid operator plans to invest 65 billion yuan in pumped hydro stations through 2030, as the country seeks more storage capacity to balance weather-dependent renewable power https://t.co/UuXBUaSrT5 ...