Core Insights - Dominion Energy, Inc. (NYSE:D) is recognized as one of the 12 Best Nuclear Power Dividend Stocks to buy currently [1] - The company has strong fundamentals as it approaches its Q3 results, with a price target increase from Barclays analyst Nicholas Campanella from $60 to $63, maintaining an 'Overweight' rating [3] Group 1: Company Overview - Dominion Energy provides regulated electricity and natural gas services in the United States and operates several nuclear power stations [2] - The company serves the largest cluster of data centers in northern Virginia and is positioning itself to benefit from the AI boom [5] Group 2: Nuclear Power and Regulatory Approvals - Dominion Energy has received approval from the Nuclear Regulatory Commission to extend the operating license for its VC Summer Nuclear Station for an additional 20 years, valid through 2062 [4] - A similar approval was granted last year for the North Anna nuclear power station in Virginia [4] Group 3: Financial Performance and Growth Projections - The company updated its capital investment forecast from 2025 through 2029 to $50 billion, which is expected to support an annual EPS growth of 5% to 7% [5] - Dominion Energy boasts a robust annual dividend yield of 4.41%, higher than the industry average of around 3%, with a declared payout of $0.6675 per share in July 2025 [6]

Group 1 - Public Service Enterprise Group Incorporated (PEG) is recognized as one of the 12 best nuclear power dividend stocks to buy now, highlighting its strong position in the nuclear energy sector [1][2] - PEG operates primarily as a regulated energy company, providing electric and gas services, and is involved in nuclear energy through its subsidiary PSEG Power, which manages nuclear generating assets [2] - The company had a strong performance in Q2 2025, exceeding expectations in both earnings and revenue, with nuclear output increasing to 7,511 gigawatt-hours (GWh) compared to 7,007 GWh in Q2 2024, and reaching 15.9 terawatt-hours (TWh) for the first half of the year [4] Group 2 - PEG has a long-standing commitment to shareholders, having paid dividends for 118 consecutive years, and recently raised its quarterly dividend by 5% to $0.63 per share, marking its 14th consecutive annual increase [5] - The current annual dividend yield for PEG stands at 3.08%, indicating a solid return for investors [5] - Evercore ISI initiated coverage of PEG with an 'In Line' rating and a price target of $83, suggesting potential involvement in the PJM data center buildout [3]

Core Insights - The Southern Company (NYSE:SO) is recognized as one of the 12 Best Nuclear Power Dividend Stocks to buy currently [1] - Barclays has raised the price target for The Southern Company from $62 to $70 while maintaining an 'Equal Weight' rating [3] - The Southern Company has a strong dividend history, having paid dividends for 78 consecutive years and increased payouts for 24 years in a row, with an annual dividend yield of 3.08% [5] Company Overview - The Southern Company engages in the generation, transmission, and distribution of electricity and is a key player in the American nuclear energy sector, managing eight reactors across three facilities [2] - The Vogtle Units 3 and 4 are notable as the first commercial nuclear reactors built from scratch in the US in over thirty years, with one legacy reactor achieving full capacity using next-generation fuel [4] Investment Potential - The Southern Company is viewed as a solid investment opportunity, particularly in the context of its strong dividend performance and advancements in nuclear technology [5]

Core Insights - BWX Technologies, Inc. is recognized as one of the 12 Best Nuclear Power Dividend Stocks to buy now [1] - Deutsche Bank has updated the price target for BWX Technologies from $159 to $180 while maintaining a 'Hold' rating [3] - The company has been awarded a $1.6 billion contract by the Department of Energy to support national security through high-purity depleted uranium supply [4] Company Overview - BWX Technologies is a leading supplier of nuclear components and fuel to the US government, specializing in precision naval nuclear components, reactors, and fuel [2] - The company holds the only Nuclear Regulatory Commission Category 1-licensed facilities in the US for handling, storing, and processing highly enriched uranium, giving it a dominant market position [6] Financial Performance - BWX Technologies raised its dividend by 4.2% to $1 per share annualized, resulting in an annual dividend yield of 0.51% [5] - The company is expected to benefit from long-term growth driven by the US Navy's submarine and aircraft carrier build schedule, as well as investments in nuclear power plants in Canada [6] Market Position and Trends - The Trump administration's focus on nuclear self-sufficiency and energy development is seen as a potential catalyst for growth in the nuclear sector [4][6] - The success of Novartis' Pluvicto has drawn attention to the radiopharma sector, highlighting the need for suppliers of critical isotopes, positioning BWX Technologies favorably [5]

Group 1 - Cameco Corporation (CCJ) is recognized as one of the largest global providers of uranium fuel, with a licensed capacity exceeding 30 million pounds of uranium concentrates annually and over 457 million pounds of proven and probable mineral reserves [2] - The stock price of Cameco Corporation reached an all-time high after Raymond James raised its price target from C$118 to C$130, reflecting a surge of more than 78% since the beginning of 2025 [3] - Uranium prices have increased by approximately 25% since March, driven by renewed interest in nuclear energy and a statement from the US Energy Secretary regarding the enhancement of strategic uranium reserves [4] Group 2 - Cameco Corporation has maintained a strong commitment to its shareholders, having never missed a dividend payment since its IPO in 1991 [4]

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as one of the 12 Best Nuclear Power Dividend Stocks to buy currently [1] - The company encompasses General Electric's energy portfolio, including nuclear, wind, electrification, and digital businesses [2] - GEV's stock price increased by over 7% following an analyst's price target update from $736 to $740, maintaining a 'Positive' rating [3] Financial Performance - The quarterly dividend declared by GE Vernova is $0.25 per share, payable on November 17 to shareholders of record as of October 20, 2025 [5] Market Position and Outlook - Recent legislative developments, particularly provisions in the Inflation Reduction Act, are seen as favorable for GE Vernova, including the preservation of tax credits [4] - The company's domestic manufacturing capabilities and a strong backlog have positively influenced its market perception [4]

All right. So, your stock's got an additional boost, not only from this army program, but the White House really emphasizing having a bigger uranium stockpile. So far, what have you seen when it comes to the administration and your business.Well, as as you said, we've been on a historic tear here. There's been a huge demand for nuclear power. And as as most of you viewers probably know um all of the reactors almost all the reactors require uranium enrichment and there's only five current enrichers in the wo ...

Core Insights - NuScale Power is on the verge of becoming the first company to successfully bring small modular nuclear reactors to market after 17 years of development [1][4] Group 1: Company Milestones - NuScale Power's market capitalization is currently at $10 billion, with potential for significant growth in the next 17 years [2] - The company received certification from the Nuclear Regulatory Commission for its 50 MW unit in 2023 and a larger 77 MW version in May 2025, marking a significant milestone in its operational timeline [3] - Production of 12 modular units has commenced, which is sufficient to fulfill a first order, with management aiming to secure a deal by the end of the year [3][4] Group 2: Competitive Landscape - The competition includes companies like Oklo, Westinghouse, and GE Vernova, each with different reactor designs and strategies [6][7] - NuScale focuses on civilian-grade commercial power generation, while Oklo is developing a compact liquid-metal fast reactor, which offers sustainability advantages [7][8] - NuScale's early certification and production capabilities provide a structural advantage over competitors, who may take years to achieve similar milestones [9] Group 3: Market Adoption - The adoption of small modular nuclear reactors will depend on which industries find the most utility in these technologies [10] - If ultra-compact reactors are favored for remote sites, Oklo may lead, but if electric utilities or data centers adopt SMRs, NuScale and Westinghouse could benefit [11] - The expected rise in demand for artificial intelligence and clean energy solutions suggests a strong market for NuScale's products over the next 17 years [12]

Industry Trend - The U S military is significantly advancing modern nuclear power with a program to deploy small reactors on Army bases [1]

Nuclear Energy Deals - Deep Fission has secured early deals for 12.5 gigawatts of nuclear power [1] - This capacity is approximately equivalent to a dozen nuclear reactors [1]