The "Super Pipe" Revolution: FCC’s 900 MHz Expansion Signals a New Era for Anterix and the Future of Private Wireless
The FCC has unanimously approved the expansion of the 900 MHz broadband segment from 6 MHz to 10 MHz, creating a "super pipe" for private LTE networks. This decision significantly benefits Anterix Inc. (NASDAQ: ATEX), the primary license holder, boosting the value of its assets and enabling advanced applications for utilities and industrial giants. The move de-risks utility investments in private networks and positions Anterix for substantial growth, while potentially impacting traditional commercial wireless carriers.
PPL Earnings Miss Estimates in Q4, Revenues Increase Y/Y
PPL Corporation reported Q4 2025 operating earnings per share of 41 cents, missing the Zacks Consensus Estimate by 2.4%, though revenues increased 2.8% year-over-year to $2.27 billion. Despite the earnings miss, the company saw increased electricity sales and lower operating expenses in the quarter. PPL provided 2026 earnings guidance of $1.90-$1.98 per share and raised its planned infrastructure investments to $23 billion for 2026-2029.
PPL Earnings Miss Estimates in Q4, Revenues Increase Y/Y
PPL Corporation reported fourth-quarter 2025 operating earnings per share of 41 cents, missing the Zacks Consensus Estimate of 42 cents, though revenues increased year-over-year to $2.27 billion. The company also announced an increase in its planned infrastructure investments to $23 billion for 2026-2029 and expects 2026 earnings to be between $1.90 and $1.98 per share. PPL currently holds a Zacks Rank #2 (Buy).
IDACORP Q4 Earnings Beat Estimates, Revenues Increase Y/Y
IDACORP (IDA) reported strong fourth-quarter 2025 earnings of 78 cents per share, surpassing the Zacks Consensus Estimate by 5.4% and increasing 11.4% year-over-year due to customer growth, rate changes, and lower tax expenses. The company's total revenues reached $405.2 million, up 1.8% from the previous year, although it slightly missed the consensus estimate. IDACORP also provided optimistic 2026 earnings guidance, projecting $6.25-$6.45 per share, and outlined significant capital expenditure plans.
WISCONSIN ELECTRIC POWER CO SEC 10-K Report
Wisconsin Electric Power Co (WELPP) released its 2025 10-K report, showcasing strong financial performance with significant increases in operating revenues, gross margin, operating income, and net income attributed to common shareholders. The company also detailed growth in its customer base, advancements in renewable energy projects, and strategic initiatives to invest in natural gas, solar, wind, and battery storage while aiming for net carbon-neutral electric generation by 2050. Despite facing various regulatory, operational, market, and emerging risks, WELPP plans continued infrastructure investments to meet anticipated demand and maintain long-term sustainability.
Rafael Flores sells Ameren (AEE) stock worth $178,432
Rafael Flores, a director at Ameren (AEE), sold 1,600 shares of the company's common stock for $178,432 on February 17, 2026. This transaction occurred as the stock traded near its 52-week high, with Flores retaining 13,953 shares. The utility company has a market cap of $30.35 billion, a P/E ratio of 20.24, and offers a 2.73% dividend yield, though InvestingPro analysis suggests it is slightly overvalued.
Rafael Flores sells Ameren (AEE) stock worth $178,432
Rafael Flores, a director at Ameren (NYSE:AEE), sold 1,600 shares of common stock worth $178,432 on February 17, 2026. This transaction occurred near the stock's 52-week high, with Flores retaining 13,953 shares. The utility company recently reported better-than-expected Q4 2025 earnings per share but missed revenue forecasts.
Insider Sell: Rafael Flores Sells 1,600 Shares of Ameren Corp (AEE)
Rafael Flores, a Director at Ameren Services (a subsidiary of Ameren Corp), sold 1,600 shares of Ameren Corp (AEE) on February 17, 2026, reducing his holding to 13,953 shares. This transaction is part of a trend over the past year where Flores has sold 2,451 shares with no purchases, and the company has seen 22 insider sells with no buys. Ameren Corp's stock is currently trading at $111.52, classifying it as "modestly overvalued" according to its GF Value.
TVA backs out of plan to build transmission lines on historic Gallatin farm
The Tennessee Valley Authority (TVA) has paused its plan to build transmission lines through the historic Gregory Farm in Gallatin, Sumner County, after public outcry, including criticism from country artist John Rich. The utility stated it is establishing a Landowner Task Force to improve community collaboration and transparency for future projects. This decision comes as a new TVA Board, reestablished in December 2025 by appointments from President Trump, commits to balancing energy needs with property rights and community values.
Evergy's Q4 Earnings Miss Estimates, Revenues Increase Y/Y
Evergy, Inc. (EVRG) reported fourth-quarter 2025 operating earnings per share of 42 cents, missing the Zacks Consensus Estimate of 57 cents by 26.3%, despite full-year 2025 adjusted EPS increasing to $3.83. The company's quarterly revenues reached $1.34 billion, surpassing estimates and showing a year-over-year increase. Evergy provided a 2026 adjusted EPS guidance of $4.14-$4.34 and expects an annual growth target of 6-8% through 2030, but currently holds a Zacks Rank #4 (Sell).
30M power project aims to keep lights on for 6,000 in Berks County
FirstEnergy (NYSE:FE) is investing approximately $30 million in the Van Reed 69-kV Transmission Project in Berks County, Pennsylvania, to enhance grid reliability for over 6,000 customers. The project, which includes a new substation and four miles of high-voltage line, is part of FirstEnergy's broader $36 billion Energize365 grid modernization program. It aims to reduce outages, speed up restoration, and support economic growth in the region.
Georgia Power customers could see price drop in bills this summer
Georgia Power is proposing a decrease in its fuel charge due to lower coal and natural gas costs, which could lead to a small reduction in customer bills this summer. However, the company is also seeking approval to recover nearly $912 million over four years for storm damage, primarily from Hurricane Helene. If approved by state regulators, the net effect would be an approximate one-percent-off, or $1.30 per month, decrease in the average residential power bill.
Reliability Roadmap by the Numbers: 2,700 Electric Reliability Improvements Powered by Customers' Investments in 2025
Consumers Energy completed nearly 2,700 electric reliability projects in Michigan during 2025, funded by customer investments. Despite a 20% increase in weather-driven outage events, these improvements led to 130,000 fewer customer outages and $15 million in savings from improved forecasting. The projects, part of the Reliability Roadmap, aim to create a stronger, smarter grid and reduce long-term costs for customers.
Georgia Power proposes new rates to recover costs of Helene-related repairs
Georgia Power has requested state regulators to approve new billing rates to recover costs from Hurricane Helene-related repairs and adjust for fuel price changes. The company expects the changes to result in a 1% rate decrease for the average retail customer, saving them about $1.32 per month. The proposed rates aim to protect customers from future fuel price volatility.
Once again, country artist John Rich joins fight against TVA project
Country artist John Rich is once again actively opposing a Tennessee Valley Authority (TVA) project, this time in Sumner County. He has joined efforts to protect the historic Gregory Farm from TVA plans to build transmission lines, despite existing alternatives. Rich, recently appointed a 'citizen advocate' for farmers, previously helped scrap a TVA methane plant project in 2025.
State commission approves Ameren Missouri’s new energy facility
The Missouri Public Service Commission has approved Ameren Missouri's plans for the Big Hollow Energy Center, a hybrid facility combining an 800-megawatt natural gas energy center with a 400-megawatt battery storage facility in Jefferson County. This project aims to enhance energy reliability for customers across Missouri, providing support during peak demand and when renewable energy sources are unavailable. The center is expected to be operational by 2028 and will integrate with existing infrastructure, reducing costs and construction time.
New 765-kV power lines could serve 2M homes near Columbus
FirstEnergy Transmission and Transource Energy have received approval from the PJM Board to jointly develop a major electric transmission project in central Ohio. This project will include over 300 miles of new 765-kV lines and substation upgrades, aiming to enhance reliability, support growing demand in the Columbus region, and attract new industry. The collaboration, through Grid Growth Ventures LLC, is designed to reduce land use and deliver cost-effective solutions for the region's increasing power needs.
A Look At NRG Energy (NRG) Valuation After Recent Share Price Strength And Long Term Returns
This article analyzes NRG Energy's valuation, noting its recent share price strength, significant long-term returns, and its current trading price of $161.80. It highlights a common narrative suggesting NRG is undervalued with a fair value around $201.96, primarily due to increased demand from data centers and electrification. However, it also points out that NRG's current P/E ratio is higher than the industry average, posing a valuation tension despite growth prospects.
West Virginia plans new gas plant, solar farms for 500,000 homes
Mon Power and Potomac Edison, subsidiaries of FirstEnergy (NYSE: FE), have selected a 35-acre site in Maidsville, West Virginia for a new 1,200-megawatt natural gas power plant. This plant is expected to power approximately half a million homes and, if approved by 2027, could be online by late 2031. The companies are also seeking approval for 70 megawatts of new solar generation on reclaimed lands, complementing 30 megawatts already built since 2024, as part of an Integrated Resource Plan to enhance reliability and affordability.
What 6 Analyst Ratings Have To Say About Ameren
Six analysts have recently provided ratings for Ameren (NYSE: AEE), revealing a mix of bullish and indifferent sentiments. The average 12-month price target is $112.33, showing a slight decrease from the previous average. Ameren, a utility company, demonstrates strong financial performance with positive revenue growth, high net margin, and efficient asset utilization, despite a slightly higher debt-to-equity ratio than its peers.
Utility Stocks Ameren, CenterPoint Power Up In Buy Zones Amid Volatile Stock Market
Utility stocks Ameren (AEE) and CenterPoint Energy (CNP) have reached new highs despite recent stock market volatility, which was partly driven by fears surrounding artificial intelligence. Both companies are featured on Investor's Business Daily's New Highs list. This strong performance occurred as the tech-heavy Nasdaq composite and S&P 500 experienced solid losses, indicating a potential flight to defensive sectors like utilities during uncertain times.
Ameren Missouri files updated Smart Energy Plan citing storm reliability gains
Ameren Missouri has filed an updated Smart Energy Plan with the Missouri Public Service Commission, outlining a five-year strategy to enhance grid resilience and reliability. The company reported that investments in 2025 alone prevented 160,000 customer outages during major storms through upgrades like smart switches and storm-hardened lines. The plan also includes modernizing substations and investing in a diverse mix of generation resources, contributing to economic development in the state.
Ameren (AEE): Wells Fargo Raises Price Target to $113 | AEE Stoc
Wells Fargo has reaffirmed its Overweight rating for Ameren (AEE) and increased its price target from $111.00 to $113.00, representing a 1.80% rise. This adjustment follows a series of recent analyst ratings for Ameren, with other firms also modifying their price targets and recommendations. Ameren, a utility company, serves millions of electricity and natural gas customers through its Missouri and Illinois subsidiaries.
Ameren Q4 Earnings Higher Than Expected, Revenues Decline Y/Y
Ameren Corporation (AEE) reported higher-than-expected earnings for the fourth quarter of 2025 at 78 cents per share, surpassing the Zacks Consensus Estimate. Despite this, total revenues declined by 8.2% year-over-year to $1.78 billion, missing estimates. The company attributed the earnings increase to higher operating income and affirmed its 2026 EPS guidance, projecting $5.25-$5.45 per share.
Ameren Stock Under Pressure: Is This Regulated Utility Turning Into a Contrarian Bet?
Ameren's stock has underperformed over the past year, dropping into the mid-$60s per share, despite a rallying broader market. This regulated utility faces challenges from higher interest rates, substantial capital spending on grid modernization and renewables, and regulatory scrutiny. While analysts maintain a "Hold" consensus, the current price weakness could present a long-term entry point for income-focused contrarian investors, considering its stable dividend and planned infrastructure investments.
Ameren Missouri’s Updated Smart Energy Plan Highlights 160,000 Outages Prevented In 2025 And Outlines Five-Year Grid Resilience Strategy
Ameren Missouri has filed an updated Smart Energy Plan detailing progress and a five-year strategy to enhance grid resilience, including investments that prevented 160,000 customer outages in 2025. The plan focuses on modernizing infrastructure, integrating diverse energy resources, and expanding smart technologies to improve reliability, reduce outages, and support economic development while maintaining affordable rates. Strategic upgrades like 2,000 smart switches and hardening efforts have already prevented over 330,000 outages in the last five years, with ongoing projects including new generation facilities and substation modernizations.
Ameren Corporation (NYSE:AEE) Q4 2025 Earnings Call Transcript
Ameren Corporation (NYSE:AEE) reported strong Q4 2025 financial results, with adjusted earnings of $5.03 per share, representing 8.6% growth over 2024. The company affirmed its 2026 EPS guidance of $5.25 to $5.45 and expects 6% to 8% EPS growth from 2026-2030, driven by $31.8 billion in planned infrastructure investment. Ameren also announced signing 2.2 gigawatts of large load electric service agreements in Missouri, indicating significant economic development and potential upside to forecasts.
Missouri Proving to be an Attractive Area for Data Centers
Missouri is emerging as an attractive location for data centers, driven by regulatory improvements that have created significant investment opportunities for utilities like Ameren. This trend is expected to support growth for companies in the region, as highlighted by increased capital investment plans and strong data center pipelines.
Ameren Corp stock hits all-time high at 108.4 USD By Investing.com
Ameren Corp's stock has reached an all-time high of $108.40, surpassing its previous 52-week high, indicating robust market performance and investor confidence. The company boasts a strong dividend yield and growth, along with 29 consecutive years of payments. Recent developments include an increased quarterly dividend, a new rate structure for high-usage customers in Missouri, and new board appointments, although KeyBanc downgraded the stock due to concerns about data center development commitments.
Trump vows to make TVA CEO's 'life miserable' at pro-coal event
During a White House event promoting coal, President Donald Trump criticized the Tennessee Valley Authority (TVA) and its CEO, Don Moul, vowing to "make his life miserable" over Moul's salary. Trump also expressed satisfaction that the TVA Board reversed plans to retire coal plants, instead opting to continue coal-fired power generation, though he still took issue with executive compensation figures. The TVA responded by emphasizing its role in providing affordable, reliable energy.
Ameren Corp stock hits all-time high at 108.4 USD
Ameren Corp's stock has reached an all-time high of $108.40, surpassing its previous 52-week high, driven by robust performance, strong financial health, and a consistent dividend record. The company's strategic initiatives and dividend growth of 11.94% over 29 consecutive years have contributed to increasing investor confidence. Despite a recent downgrade by KeyBanc due to concerns about data center development in Missouri, Ameren continues to expand its board and adjust its rate structure to support growth.
Ameren Missouri is building a stronger grid and delivering reliability for customers
Ameren Missouri has filed its updated Smart Energy Plan, detailing investments made to strengthen its electric grid and enhance customer reliability. In 2025, upgrades prevented 160,000 outages during major storms, with projects focusing on modernizing infrastructure, improving storm hardening, and upgrading substations. The plan also includes investments in a diverse energy portfolio and is designed to drive economic growth in Missouri.
Ameren grid upgrades averted 160,000 storm outages, lured $1.5B to Missouri
Ameren Missouri's updated Smart Energy Plan, filed on February 12, 2026, details a five-year strategy to enhance grid reliability and resilience. In 2025 alone, smart upgrades prevented 160,000 customer outages during major storms. The plan has also attracted over $1.5 billion in business investment and created 2,200 jobs in Missouri.
Ameren Corp (AEE) Stock Price Up 3.29% on Feb 12
Ameren Corp (AEE) saw its stock price increase by 3.29% on February 12, reaching an intraday high of $109.64 before closing at $109.51. This places the stock just below its 52-week high, with analysts giving it an "Outperform" rating and an average target price of $111.48. However, GuruFocus' estimated GF Value suggests a potential downside of 11.12% from the current price.
Missouri approves first-of-its kind resource to boost energy reliability
Missouri's Public Service Commission has approved Ameren Missouri's Big Hollow Energy Center, a hybrid facility combining an 800-megawatt natural gas plant with a 400-megawatt lithium-ion battery system. This project, the first of its kind in the state, aims to enhance energy reliability for customers across Missouri by providing rapid-response backup power and supporting grid stability. The facility is expected to be operational by 2028 and will integrate into Ameren Missouri's existing energy infrastructure to meet growing demand.
Inside Missouri’s first gas-plus-battery plant built to bolster power reliability
Ameren Missouri has received approval from the Missouri Public Service Commission to construct the Big Hollow Energy Center in Jefferson County. This facility will be the state's first hybrid site, combining an 800 MW natural gas plant with a 400 MW lithium-ion battery storage system. Expected to be operational by 2028, the project aims to enhance energy reliability, support peak demand, and contribute to the company's long-term goal of adding 1,800 MW of battery storage by 2042.
Ameren: Fourth Quarter Earnings Overview
Ameren Corp. announced a net income of $252 million for the fourth quarter, with adjusted earnings of 78 cents per share, surpassing analyst expectations. However, quarterly revenue of $1.78 billion fell short of projections. For the full year, the company reported a $1.46 billion profit and expects future earnings between $5.25 and $5.45 per share.
Ameren (NYSE:AEE) Issues Quarterly Earnings Results, Beats Estimates By $0.02 EPS
Ameren (NYSE:AEE) reported strong quarterly earnings, beating analyst estimates with an EPS of $0.78 and revenue of $1.78 billion. The company also announced an increase in its quarterly dividend to $0.75 per share, resulting in an annualized dividend of $3.00 and a 2.8% yield. Shares traded near their 52-week high, and the stock currently holds a "Hold" consensus rating from analysts with a price target of $109.60.
Ameren (AEE) Projects Strong EPS Growth Supported by Infrastructure Investments
Ameren Corp (AEE) projects a robust annual EPS growth of 6% to 8% from 2026 to 2030, driven by significant infrastructure investments totaling $31.8 billion. While the company demonstrates strong profitability and institutional ownership, concerns exist regarding its "distress zone" Altman Z-Score, recent debt issuance, and insider selling activity. Investors are advised to consider these financial risks alongside the promising growth prospects.
Anterix Inc. SEC 10-Q Report
Anterix Inc. has released its Form 10-Q report for Q3 fiscal year 2025, detailing financial and operational performance. The company reported a net loss of $(6.601) million due to lower gains on intangible asset exchanges, despite a slight increase in spectrum revenue to $1.573 million. Anterix continues to focus on commercializing its 900 MHz spectrum assets and expanding its customer base in the utility and critical infrastructure sectors through new offerings like TowerX and CatalyX, and agreements with partners such as CPS Energy.
Ameren Corp (AEE) Tops Q4 EPS by 1c, Misses on Revenue; Offers Fy26 EPS Guidance
Ameren Corp (AEE) reported Q4 EPS of $0.78, beating analyst estimates by $0.01, but its revenue of $1.78 billion fell short of the consensus estimate of $1.83 billion. The company also provided FY2026 EPS guidance of $5.25-$5.45, which brackets the consensus estimate of $5.36.
TVA votes unanimously to keep two of Tennessee's coal plants
The Tennessee Valley Authority (TVA) board has unanimously voted to retain two coal plants in Tennessee, reversing a previous decision. This decision comes about a year and a half after the former TVA CEO indicated a move away from coal and plans to retire these facilities.
Ameren: Q4 Earnings Snapshot
Ameren Corp. (AEE) reported a fourth-quarter profit of $252 million, or 92 cents per share, which exceeded analyst expectations when adjusted for non-recurring gains. Despite beating earnings forecasts, the utility's revenue of $1.78 billion fell short of Street estimates. For the full year, Ameren posted a profit of $1.46 billion on revenues of $8.8 billion and provided a full-year earnings forecast between $5.25 and $5.45 per share.
Caprock Group LLC Takes $5.97 Million Position in Duke Energy Corporation $DUK
Caprock Group LLC has acquired a new stake of 48,248 shares in Duke Energy Corporation, valued at approximately $5.97 million, during the third quarter. This move comes as several other institutional investors have also adjusted their holdings in Duke Energy. The utility provider is experiencing positive sentiment due to its expanded capital plan of $103 billion, projected 5-7% EPS growth through 2030, and significant data center deals.
ABC Arbitrage SA Acquires New Position in Duke Energy Corporation $DUK
ABC Arbitrage SA has acquired a new position in Duke Energy Corporation (NYSE:DUK), purchasing 16,036 shares valued at approximately $1.98 million during the third quarter. Other institutional investors like Vanguard Group Inc. and Laurel Wealth Advisors LLC also increased their holdings. The article highlights Duke Energy's strong financial outlook, including an expanded capital plan and projected EPS growth, driven partly by significant data center deals, alongside some noted regulatory and margin pressures.
99% vote yes as American Water-Essential merger targets 2027 close
Shareholders of American Water (AWK) and Essential Utilities (WTRG) overwhelmingly approved merger-related proposals, with approximately 99% and 95% of shares voting in favor, respectively. The merger is anticipated to close by the end of Q1 2027, contingent on customary closing conditions like Hart-Scott-Rodino clearance and regulatory approvals from public utility commissions. This approval advances an M&A growth strategy previously marked by smaller utility acquisitions.
Ameren Corporation Adds Timothy Rausch to Board of Directors
Ameren Corporation (NYSE: AEE) has announced the election of Timothy S. Rausch to its board of directors, effective March 1. Rausch, a former executive vice president and chief nuclear officer at Tennessee Valley Authority, brings extensive experience in nuclear generation operations to Ameren's board. His expertise is expected to support Ameren's energy strategy, particularly in ensuring reliable and affordable energy for customers.
‘Completely destroys it’: Historic Gallatin family farm pushes back on TVA project
The Gregory Family Farm in Gallatin, Tennessee, which has been family-owned since 1787, is opposing a Tennessee Valley Authority (TVA) project to build new power lines across their property. The family argues that the power lines, intended to meet Gallatin's growing electricity needs, would destroy 8 acres of their land, impacting their farm-to-table operations, an educational farm school with 300 students, and historical sites including a creek and a former slave's gravesite. The TVA states they were previously unaware of these specific concerns from the Gregory family, despite having opened comment periods, and is committed to working with them to find a solution.
Reaves W H & Co. Inc. Purchases 510,192 Shares of Ameren Corporation $AEE
Reaves W H & Co. Inc. significantly increased its stake in Ameren Corporation (NYSE:AEE) by purchasing an additional 510,192 shares, bringing its total holding to 964,012 shares. This investment, valued at $100.6 million, now represents 1.8% of Reaves W H & Co. Inc.'s portfolio and 0.36% of Ameren. Other institutional investors like Vanguard and JPMorgan also boosted their holdings in Ameren, which recently raised its quarterly dividend to $0.75 per share.
TVA could keep Kingston coal plant running under new proposal, documents show
The Tennessee Valley Authority (TVA) is reconsidering its earlier plan to retire the Kingston Fossil Plant by late 2027. New documents suggest TVA now prefers to keep the coal-fired plant operational even after a new natural gas plant and battery storage systems are built, abandoning plans for a solar facility at the site. This change is attributed to higher-than-expected energy demand in the region, influenced by data centers, population growth, and employment increases, and follows discussions about maintaining parts of its coal fleet.
