Electric Utilities
Search documents
Vistra Corp. (VST) Powers Ahead with Strategic Acquisitions and Analyst Upgrades
Yahoo Finance· 2026-02-01 13:30
Vistra Corp. (NYSE:VST) is one of the best Nancy Pelosi stocks to buy in 2026. On January 27, Vistra Energy (NYSE:VST) confirmed the closing of a $2.25 billion private offering. The offering consisted of $1 billion in 4.700% senior secured notes due 2031 and $1.25 billion in 5.350% notes due 2036. Vistra Corp. (VST) Powers Ahead with Strategic Acquisitions and Analyst Upgrades Photo by Matthew Henry on Unsplash The company plans to use the net proceeds from the offering to finance the proposed acquisiti ...
Forget AI Stocks: This Utility Could Deliver Better Returns in 2026
The Motley Fool· 2026-01-31 22:19
Core Insights - Constellation Energy is strategically positioned to benefit from the increasing demand for energy from new data centers, particularly those focused on artificial intelligence [1][8] Company Overview - Constellation Energy has a market capitalization of $88 billion and a current stock price of $280.68, with a 52-week range of $161.35 to $412.70 [3] - The company has a gross margin of 19.30% and a dividend yield of 0.55% [3] Industry Dynamics - The rise of artificial intelligence has led to significant capital expenditures by hyperscalers, which are expanding their data center capacities [2] - AI-focused data centers consume more energy than traditional ones, primarily due to the use of graphics processing units that generate substantial heat and require extensive cooling [3] Strategic Partnerships - Constellation Energy has secured long-term power purchase agreements (PPAs) with major companies like Microsoft and Meta Platforms, ensuring a stable revenue stream [4][7] - The company is the largest producer of carbon-free electricity, aligning with the energy needs of hyperscalers [4] Recent Developments - The acquisition of Calpine Corp. for $26.6 billion has expanded Constellation's capacity to 55 gigawatts, enhancing its ability to provide reliable and dispatchable power [5] - Despite a recent stock sell-off of 30% from its peak of $412 per share, the company has successfully cleared all its PJM capacity in the latest auction, securing revenue at a clearing price of $333.44 per megawatt-day for the 2027-2028 delivery year [6][7]
Dividend Growth Stocks: 25 Aristocrats
Insider Monkey· 2026-01-31 21:23
In this article, we will take a look at the 25 best dividend aristocrat stocks.Dividend aristocrats are companies that have raised their dividends every year for at least 25 years. Investors tend to favor them because a long record of dividend growth creates confidence that payouts can keep rising over time.These companies are usually mature businesses with steady earnings. In many cases, management teams place dividends high on the capital structure, treating regular increases as a core responsibility. For ...
Utilities Push for $31B in Higher Charges—What It Means for Your Electric Bill
Yahoo Finance· 2026-01-31 15:13
Core Insights - Average electricity bills for Americans are expected to rise significantly due to utility companies requesting $31 billion in rate increases for 2025, more than double the $15 billion requested for 2024 [1][2] Group 1: Rate Increases - The surge in rate hike requests is primarily driven by the increasing demand from major tech firms' power-intensive AI data centers [2] - Southern states are experiencing the most significant impact, with utilities seeking over $14 billion in rate hikes, including a notable $9 billion request from Florida Power and Light [3] Group 2: Power Grid Investment - Investor-owned utilities in the U.S. are projected to invest $1.1 trillion in expanding the power grid from 2025 to 2029, with data centers and AI identified as key drivers of this spending [4] Group 3: Public Backlash and Corporate Responsibility - The rising power demand from Big Tech is facing increasing public backlash, prompting companies like Microsoft to commit to covering their own electricity costs as they expand their AI data center operations [5]
Argus Sees Long-Term Growth Tailwinds Building at NextEra Energy (NEE)
Yahoo Finance· 2026-01-31 13:23
Core Viewpoint - NextEra Energy, Inc. is recognized as one of the best long-term investment stocks, with a positive outlook driven by growth in the utility sector and increasing electricity demand from data centers [1][2]. Group 1: Financial Performance - NextEra narrowly exceeded Wall Street's expectations for Q4 profit, supported by growth in its regulated Florida utility and record additions in renewable energy and battery storage [5]. - Florida Power & Light reported a net income of $958 million, reflecting a 13.4% increase year-over-year, primarily due to higher capital investment [6]. Group 2: Growth Opportunities - Argus raised its price target for NextEra to $92 from $90, reaffirming a Buy rating based on confidence in the company's long-term growth outlook and the favorable economic conditions in Florida [2]. - The company is considering expanding its nuclear fleet to meet rising electricity demands from data centers, with advanced talks to supply power for an additional 9 gigawatts of server facilities [3]. - NextEra plans to restart the Duane Arnold nuclear plant in Iowa to support Google's data center operations and could add up to 6 gigawatts of new nuclear technologies at existing sites [4]. Group 3: Market Position - NextEra Energy operates as a major player in electric power generation and energy infrastructure through its subsidiaries, including NextEra Energy Resources, NextEra Energy Transmission, and Florida Power & Light [7].
JPMorgan Revises Edison International (EIX) Assumptions Heading Into Earnings
Yahoo Finance· 2026-01-30 22:18
Edison International (NYSE:EIX) is included among the 14 High Yield Dividend Stocks with Sustainable Payouts. JPMorgan Revises Edison International (EIX) Assumptions Heading Into Earnings Pixabay/Public Domain On January 28, JPMorgan analyst Aidan Kelly raised his price target on Edison International (NYSE:EIX) to $66 from $65 and kept a Neutral rating on the stock. The firm said the update reflects changes to its model ahead of the company’s Q4 earnings report. Edison International operates mainly thr ...
Wells Fargo Updates Long-Term Valuation Framework for American Electric Power (AEP)
Yahoo Finance· 2026-01-30 21:56
American Electric Power Company, Inc. (NASDAQ:AEP) is included among the 14 High Yield Dividend Stocks with Sustainable Payouts. Wells Fargo Updates Long-Term Valuation Framework for American Electric Power (AEP) On January 20, Wells Fargo raised its price objective on American Electric Power Company, Inc. (NASDAQ:AEP) to $140 from $139 and maintained an Overweight rating. The firm said the change reflects a decision to roll its valuation forward by one year, now looking out to 2028. In a separate devel ...
NextEra Energy: Don't Miss This Massive 13% Chowder Number (NYSE:NEE)
Seeking Alpha· 2026-01-30 13:00
There are very few bills that consumers pay without thinking as readily as their power bill and their water bill. It's one reason why I love to invest in utilities acrossScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, ...
Forget Tech Stocks: The Energy Stock That's Fueling the Data Center Explosion
The Motley Fool· 2026-01-30 08:45
NextEra Energy has high-powered growth potential.Tech stocks have been the hot trade over the past year. The tech-heavy Nasdaq-100 Index is up over 19% in the last 12 months compared to a nearly 15% rise in the S&P 500. That's largely due to the explosive growth of data centers to support cloud computing and AI. While tech stocks are a major beneficiary of the data center boom, they aren't the only ones capitalizing on the megatrend. Energy giant NextEra Energy (NEE +0.70%) is quietly helping fuel the explo ...
午后强势翻红,电网设备ETF(159326)逆市拉升,成交额已超10亿元
Mei Ri Jing Ji Xin Wen· 2026-01-30 06:14
1月30日,A股三大指数早盘大幅回落后触底反弹,创业板指率先翻红,电网设备板块盘中V型反转,午 后继续拉升,强势翻红,截止13点47分,全市场唯一的电网设备ETF(159326)涨幅0.52%,成交额已 达10.59亿元,持仓股白云电器、亨通光电、东材科技、杭电股份等涨停,中天科技、三晖电气、优优 绿能、国网信通等股跟涨。 电网设备ETF(159326):是全市场唯一跟踪中证电网设备主题指数的ETF,从申万三级行业分类上 看,指数成分股的行业分布以输变电设备、电网自动化设备、线缆部件及其他、通信线缆及配套、配电 设备为主,拥有较强的代表性。智能电网权重占比高达88%,特高压权重占比高达65%,均为全市场最 高。 (文章来源:每日经济新闻) 电网设备ETF今年以来获资金疯狂抢筹,合计净流入超126亿元,最新规模达169.88亿元,为全市场规 模最大的电力相关ETF。 国金证券指出,电网设备行业呈现高景气。一方面,海外需求旺盛,2025年主要电力设备出口793亿美 元,同比增长20%,其中变压器、高压开关出口同比分别增长35%和30%,12月出口金额同比增速分别 为32%和41%,维持高速增长,看好海外电力设备需 ...