US · Utilities · Utilities - Regulated Electric
EPS came in at 0.56 against a street estimate of 0.57 — a miss of 1.8%.
Analysts rate OGE Energy Corporation a buy (6 buy, 8 hold, 0 sell out of 14) with an average price target of $49.50.
CONFIDENT OGE beat Q2 EPS at $0.56, reaffirmed 2026 guidance midpoint $2.43. Strong load growth, new all-time peak 6,800 MW. Major filings underway: Google contract, large-load tariff, rate case, SPP transmission projects. Q2 2026 OGE operates primarily in Oklahoma; rate case filing expected Q3 2026 (distribution/normal expansion, no generation). Large-load growth concentrated in service territory. Analysts probed rate-case scope (generation excluded), large-customer self-supply risk (addressed via regulated-model benefits), transmission split timing (deferred to NTC), SPP 2026 ITP opportunity (early-stage), and RFP turbine procurement (on track). Management emphasized piecemeal updates, disciplined FFO management, and confidence in load growth trajectory. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.71% |
| Vanguard Portfolio Management, LLC | 5.16% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 3.50% |
| ClearBridge Advisors, LLC | 3.19% |
| Boston Partners Global Investors, Inc | 2.75% |
| AQR Capital Management LLC | 2.44% |
| T. Rowe Price Investment Management,Inc. | 2.01% |
| Document | Date |
|---|---|
| Board / officer change · Q4 2026 HEADLINE NUMBERS • OGE Energy Corp. announced that John Laws will become Chief Operating Officer (COO) of Oklahoma Gas and Electric Company (OG&E), e | 2026-10-08 |
| Board / officer change · Q3 2026 OGE ENERGY CORP. - 8-K SUMMARY (July 28, 2026) HEADLINE NUMBERS • Company: OGE Energy Corp., parent of Oklahoma Gas and Electric Company • Customer | 2026-08-03 |
| Quarterly report · Q2 2026 OGE ENERGY CORP. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Operating revenues (six months ended June 30, 2026): $1,464.5 million, down | 2026-07-29 |
| Results announced · Q3 2026 OGE ENERGY CORP. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 diluted EPS: $0.56 vs. $0.53 in Q2 2025 (+5.7% year-over-year) • OGE Energy n | 2026-07-29 |
| Material agreement · Q2 2026 OGE ENERGY CORP. – FORM 8-K SUMMARY HEADLINE NUMBERS • OGE Energy Corp. secured a new $650 million unsecured revolving credit facility (increased fr | 2026-06-15 |
| Shareholder vote results · Q2 2026 OGE ENERGY CORP. - 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 14, 2026 • Third quarter dividend declared at $0.425 per commo | 2026-05-14 |
| Quarterly report · Q1 2026 OGE ENERGY CORP. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income (OGE Energy): $50.2 million for Q1 2026, down from $62.7 million in Q1 2025 (d | 2026-04-29 |
| Proxy statement · Q2 2026 OGE ENERGY CORP. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of 9 directors (22% female, 11% racial divers | 2026-04-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.43 / share ex-date Oct 5, 2026 · pay Oct 30, 2026 | 2026-10-05 |
| Dividend | $0.42 / share ex-date Jul 6, 2026 · pay Jul 31, 2026 | 2026-07-06 |
| Dividend | $0.42 / share ex-date Apr 6, 2026 · pay Apr 24, 2026 | 2026-04-06 |
| Dividend | $0.42 / share ex-date Jan 5, 2026 · pay Jan 30, 2026 | 2026-01-05 |
| Dividend | $0.42 / share ex-date Oct 6, 2025 · pay Oct 31, 2025 | 2025-10-06 |
| Announcement | Date |
|---|---|
| Pre-approval received to construct two natural gas turbines at Horseshoe Lake facility OGE Energy received regulatory pre-approval from the Oklahoma Corporation Commission to build two natural gas power plants (448 megawatts total) at its Horseshoe Lake facility, expected onli | 2025-11-17 |
| 550 MW natural gas turbines under construction, more planned OGE Energy Corp. reported third quarter 2025 earnings of $1.14 per diluted share, up from $1.09 in Q3 2024. The company's main utility subsidiary, Oklahoma Gas and Electric (OGE), earned $1. | 2025-10-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.