Core Points - Unitil Corporation is set to release its second quarter 2025 earnings on August 4, 2025, after market close [1] - A conference call and webcast to discuss the quarterly results will take place on August 5, 2025, at 2:00 p.m. (ET) [1] - Presentation materials related to the earnings will be available on the Company's Investors page prior to the call [1] Company Overview - Unitil Corporation provides electricity and natural gas services in New England, focusing on safe and reliable energy delivery [3] - The company operates in Maine, New Hampshire, and Massachusetts, serving approximately 109,400 electric customers and 97,600 natural gas customers [3] - Unitil is committed to community involvement and the development of efficient energy delivery technologies [3]

Wall Street analysts expect CenterPoint Energy (CNP) to post quarterly earnings of $0.38 per share in its upcoming report, which indicates a year-over-year increase of 5.6%. Revenues are expected to be $1.94 billion, up 1.8% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 2.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Befor ...

Core Viewpoint - CenterPoint Energy is actively monitoring a tropical disturbance that may impact the Texas Coast, primarily anticipating rain for the Houston area by the end of the week [1][5]. Group 1: Storm Readiness and Monitoring - CenterPoint has a summer storm readiness plan in place and is prepared to take action if the disturbance strengthens [2][3]. - The meteorology team is utilizing technology and data to assess the situation and keep the public informed [3]. - The company has installed over 100 weather monitoring stations to enhance situational awareness and storm preparation [4][7]. Group 2: Actions Taken for Resiliency - Since Hurricane Beryl, CenterPoint has implemented significant resiliency improvements, including installing more than 26,000 stronger poles and undergrounding over 400 miles of power lines [6]. - The company has cleared over 6,000 miles of vegetation near power lines to reduce storm-related outages and installed over 5,150 automated reliability devices [6]. - CenterPoint has donated 21 backup generators to critical facilities and launched a cloud-based Outage Tracker for real-time updates on outages [6][10]. Group 3: Customer Communication and Safety - Customers are encouraged to sign up for the Power Alert Service to receive updates on outages and restoration efforts [5][8]. - The company promotes safety preparedness and provides storm-related safety tips in multiple languages [9]. - CenterPoint's Outage Tracker is designed to handle increased traffic during storms and is accessible in English and Spanish [10]. Group 4: Company Overview - CenterPoint Energy serves approximately 7 million metered customers across multiple states and has approximately $44 billion in assets as of March 31, 2025 [11]. - The company has a long history of over 150 years in serving customers and is headquartered in Houston, Texas [11].

Core Insights - Southern Company (SO) is a significant player in the U.S. utility industry, involved in electricity production, delivery, and infrastructure, serving millions in Georgia, Alabama, and Tennessee with a diverse energy portfolio [1][2] Financial Performance - Southern reported strong first-quarter 2025 earnings with adjusted EPS of $1.23, reflecting a 20% year-over-year increase, and net income of $1.4 billion, driven by higher utility revenues and disciplined cost management [5][9] - The company increased its annual dividend by $0.08 per share, marking its 24th consecutive annual hike and 78 years of uninterrupted payouts, indicating a commitment to shareholder returns [6][20] Growth Drivers - Southern's service territories are experiencing robust economic activity, with over 50 gigawatts (GW) of large-load projects in the pipeline, including significant contracts like Hyundai's Georgia plant, providing visibility into future revenue growth [7][8] - The company benefits from supportive regulatory environments, particularly in Georgia, where new tariff structures for data centers offer pricing certainty and reduce regulatory risk [8][10] Market Performance - Over the past six months, SO's share price has risen by 15.7%, outperforming the broader Utility-Electric Power sub-industry, which gained 13.5%, and the overall Utilities Sector, which returned 13.8% [11] Strategic Focus - Southern is committing significant resources to expand natural gas and renewable energy, along with innovations like microgrids, reflecting its dedication to a sustainable energy framework [2][3] - The company's diversified energy mix and substantial infrastructure position it well for leadership in the transition to cleaner energy sources [2][3] Challenges - Management estimates that tariffs could increase costs by 1-3%, with potential impacts from prolonged trade tensions or new tariffs affecting margins [14] - Execution risks exist within the 50 GW pipeline, as only 10 GW are currently committed, with the remainder subject to permitting and financing [15] - Environmental liabilities, including coal ash cleanup and litigation, pose ongoing financial challenges, with projected costs exceeding $100 million in 2025 [16] - Weather-dependent earnings may introduce volatility, as first-quarter results were positively impacted by colder weather, but broader demand showed signs of softness [17] Conclusion - Southern Company presents compelling investment reasons, including strong earnings growth, a consistent dividend increase, and robust economic development in its service areas, while facing notable headwinds such as tariff pressures and execution risks [20][21]

Company Overview - Ameren Corporation serves 2.5 million electric customers and over 900,000 natural gas customers across a 64,000-square-mile area through its subsidiaries Ameren Missouri and Ameren Illinois [3] - Ameren Illinois provides electric transmission and distribution services as well as natural gas distribution services, while Ameren Missouri offers electric generation, transmission, and distribution services along with natural gas distribution [3] - Ameren Transmission Company of Illinois focuses on developing, owning, and operating rate-regulated regional electric transmission projects within the Midcontinent Independent System Operator, Inc. [3] Upcoming Earnings Call - Martin J. Lyons Jr., chairman, president, and CEO, along with Michael L. Moehn, senior executive vice president and CFO, will discuss the second quarter 2025 earnings and guidance during a conference call on August 1 at 9 a.m. Central Time [1] - The call will be available for live streaming on AmerenInvestors.com, with supporting materials posted in the "Investor News and Events" section [2] - A replay of the webcast will be accessible for one year starting approximately one hour after the call concludes [2]

Core Viewpoint - National Grid (NGG) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on an upward trend in earnings estimates, which significantly influences stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is effective for individual investors as it focuses on earnings estimate revisions, which are strongly correlated with near-term stock price movements [2][3]. - Institutional investors rely on earnings estimates to determine the fair value of stocks, leading to significant price movements based on their buying or selling actions [3]. Business Improvement Indicators - The upgrade in earnings estimates for National Grid suggests an improvement in the company's underlying business, which should encourage investors to drive the stock price higher [4]. - Over the past three months, the Zacks Consensus Estimate for National Grid has increased by 5.6%, reflecting analysts' positive revisions [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - National Grid's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].

Core Viewpoint - PSE&G has received approval from the New Jersey Board of Public Utilities (BPU) to implement a temporary credit for residential customers to alleviate the impact of rising electric supply prices due to PJM's capacity price auction, as part of its Summer Relief Initiative [1][3][5] Group 1: Immediate Relief Measures - For July and August 2025, PSE&G will provide a credit of $30, including taxes, to each residential electric customer's monthly bill [3] - PSE&G will waive all residential reconnection fees from July 1 to September 30, 2025, as part of the Summer Moratorium [4] - Customers will see a $10 charge on their monthly bills from September 2025 through February 2026 to recover the costs associated with the electricity provided during the summer [3] Group 2: Long-term Solutions - PSE&G emphasizes the need for long-term solutions to address the power supply-demand imbalance in New Jersey, advocating for new energy generation [2][6][7] - The company has been warning about the supply and demand imbalance for several years and stresses the importance of generating energy in-state to reduce costs for residents and businesses [6] Group 3: Customer Support and Assistance - PSE&G collaborates with nonprofits and community organizations to inform customers about energy assistance options, including programs like LIHEAP and SHARES [11] - The company offers additional bill payment tools such as the Equal Payment Plan and Deferred Payment Arrangements to help customers manage costs [12] Group 4: Company Background and Achievements - PSE&G is New Jersey's oldest and largest gas and electric delivery public utility and has received numerous awards for reliability and customer satisfaction [14] - The company has been recognized for its commitment to a clean energy future and has been included in the Dow Jones Sustainability Index for North America for 17 consecutive years [14]

Core Points - Fortis Inc. announced the conversion of its Series H and Series I preference shares, with 11,298 Series H Shares converted to Series I Shares and 248,830 Series I Shares converted to Series H Shares [1] - Following the conversions, Fortis has 7,902,614 Series H Shares and 2,097,386 Series I Shares outstanding, both of which will continue to be listed on the Toronto Stock Exchange [1] - The Series H Shares will pay a fixed annual dividend rate of 4.183 percent starting June 1, 2025, while the Series I Shares will pay a floating quarterly dividend based on an annual rate of 4.103 percent for the first period [2][3] Company Overview - Fortis is a leader in the North American regulated electric and gas utility industry, reporting revenue of $12 billion for 2024 and total assets of $75 billion as of March 31, 2025 [5] - The company employs 9,800 individuals and serves utility customers across five Canadian provinces, ten U.S. states, and three Caribbean countries [5] - Fortis shares are publicly traded on both the Toronto Stock Exchange and the New York Stock Exchange under the symbol FTS [5]

Core Insights - CenterPoint Energy has successfully restored power to approximately 152,000 customers, representing 90% of those affected by the recent severe storm, which featured wind gusts of 60-70 miles per hour [1][7] - The company has activated its Emergency Operations Center in anticipation of further severe weather, deploying additional resources and personnel to expedite power restoration for the remaining customers [2][8] - Safety remains a top priority for the company as it addresses downed power lines and damaged infrastructure, urging customers to maintain a safe distance from hazards [3][8] Company Actions - Over 1,300 personnel have been deployed to assess damage and restore power, including 143 vegetation crews [8] - The company is leveraging its smart grid technology to reroute power on unaffected lines while focusing on assessing the type of damage to the electric system [8] - CenterPoint Energy encourages customers to enroll in its Power Alert Service for real-time updates on outages and restoration efforts [5] Company Overview - CenterPoint Energy, Inc. serves approximately 7 million metered customers across multiple states, including Indiana, Minnesota, Ohio, and Texas, and is headquartered in Houston [6] - As of March 31, 2025, the company reported approximately $44 billion in assets and has been serving customers for over 150 years [6]

Group 1 - Fortis Inc. (FTS) is a Canadian electric and gas utility company with a Zacks Rank 1, and its current year earnings estimate increased by 4.2% over the last 60 days [1] - Fortis' shares have gained 9.5% over the last three months, while the S&P 500 declined by 1%, indicating strong performance [1] - The company has a Momentum Score of A, reflecting its strong momentum characteristics [1] Group 2 - MGIC Investment Corporation (MTG) is a mortgage insurance company with a Zacks Rank 1, and its current year earnings estimate increased by 1.8% over the last 60 days [2] - MGIC's shares have gained 8.9% over the last three months, compared to the S&P 500's decline of 1%, showcasing solid performance [2] - The company possesses a Momentum Score of B, indicating good momentum characteristics [2]