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 by 2.4%, though revenues increased by 2.8% year-over-year to $2.27 billion. Despite missing EPS estimates, the company saw increased electricity sales and improved operating income, driven by higher transmission revenues, distribution regulatory rider recovery, and lower operating costs in its regulated segments. PPL also provided positive guidance for 2026 earnings and raised its planned infrastructure investments through 2029.
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.
Earnings call transcript: PPL Corporation’s Q4 2025 solid results despite revenue miss
PPL Corporation reported Q4 2025 EPS of $0.41, meeting expectations, but revenue of $2.27 billion missed forecasts by 5.42%. Despite the revenue miss, PPL's stock rose 1.9% in premarket trading. The company also announced an updated business plan, extending its 6%-8% annual EPS growth target through 2029, supported by $23 billion in capital investments focused on grid modernization and new generation.
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).
In its latest conference call, PPL Corp revealed that, according to its analysis and forecasts, the PJM Interconnection capacity auction is expected to drive the addition of 6 to 7 gigawatts of new power generation capacity.
PPL Corp, in its recent conference call, projected that the PJM Interconnection capacity auction will spur the creation of 6 to 7 gigawatts of new power generation capacity. This development signifies a strong demand for clean energy infrastructure and is anticipated to enhance grid reliability and electricity supply in the Northeastern United States.
PPL Corp. updates capital investment plan to $23B from 2026-2029
PPL Corp. has updated its capital investment plan to $23 billion for the period of 2026-2029, an increase from its previous plan of $20 billion for 2025-2028. This investment is projected to result in an average annual rate base growth of approximately 10.3% through 2029. The plan includes significant infrastructure investments in 2026, totaling about $5.1 billion, aimed at constructing new generation facilities, expanding transmission networks for data centers, and enhancing safety and reliability across its electricity and natural gas operations.
PPL Corp. price target raised to $42 from $40 at Morgan Stanley
Morgan Stanley analyst David Arcaro has increased the price target for PPL Corp. (PPL) shares to $42 from $40, maintaining an Overweight rating. This adjustment is part of the firm's January update of price targets for Regulated & Diversified Utilities/IPPs stocks under its coverage in North America. The analyst noted that utilities underperformed the S&P's return this month and anticipates discussions on data center pipelines during upcoming Q4 earnings, given affordability and political concerns.
PPL increasing spending plan in light of data center demand
PPL Corporation is increasing its capital spending plan to $23 billion from 2026-2029 to meet growing power demands, significantly driven by data center interconnection requests in its service territory. The company also reported strong financial results for 2025, with adjusted earnings of $1.81 per share, and is forecasting 2026 earnings between $1.90 to $1.98 per share, extending its annual EPS growth target through 2029. Additionally, PPL Electric's rate hike request, which would increase residential bills by about $8/month, is awaiting a decision from the Pennsylvania Public Utility Commission in June.
PPL Corporation (PPL) Tops Q4 2025 Earnings Estimates — EPS $0.48 vs $0.46 Expected
PPL Corporation (PPL) reported strong Q4 2025 earnings, with an EPS of $0.48, surpassing analyst estimates of $0.46 by 5.3%. The company's revenue for the quarter reached $9.0 billion. Following the announcement, PPL's shares saw a modest rise of 0.4% in after-hours trading, reaching $37.15.
Utility PPL forecasts 2026 profit below estimates, lifts spending plan
PPL Corp, a U.S. utility, forecasted its 2026 annual profit below expectations but increased its four-year capital spending plan by 15% to $23 billion. This increased investment is aimed at building new generation capacity and expanding transmission networks to meet rising power demand, particularly from data centers. Despite concerns about rising customer bills due to infrastructure spending, CEO Vincent Sorgi stated the company's focus on affordable utility bills, including leveraging a joint venture with Blackstone Infrastructure to lower wholesale electricity costs.
PPL CORP (NYSE:PPL) Reports Mixed Q4 2025 Results, Shares Dip on Revenue Miss
PPL CORP (NYSE:PPL) released mixed Q4 and full-year 2025 financial results, with shares dipping in pre-market trading due to a revenue miss. The utility reported quarterly revenue of $2.27 billion, below analyst estimates, and missed EPS expectations slightly. Despite the short-term disappointment, PPL reaffirmed its long-term commitment to 6% to 8% annual EPS growth, supported by a significant capital investment plan.
PPL Corp. Projects EPS for FY26 Between $1.90 and $1.98
PPL Corp. has projected its fiscal year 2026 earnings per share (EPS) to be between $1.90 and $1.98, aligning closely with the market consensus of $1.95. The regulated utility company operates in Pennsylvania, Kentucky, and Rhode Island, holding a significant market position with a $27.35 billion capitalization. Despite a leveraged balance sheet and some declining profitability metrics, the company maintains a Piotroski F-Score of 7 and a beta of 0.54, suggesting lower volatility for risk-averse investors.
PPL shares fall nearly 4% after In-Line Q4 EPS, $23B Capital Plan announcement
PPL Corp. (NYSE: PPL) reported in-line Q4 earnings of $0.41 per share, though revenue missed estimates at $2.27 billion. Despite unveiling a $23 billion capital plan through 2029 and raising its dividend by 4.6%, the company's shares fell nearly 4% in pre-market trading. PPL also reaffirmed its EPS growth target of 6% to 8% through at least 2029, investing in infrastructure and grid modernization.
PPL shares fall nearly 4% after In-Line Q4 EPS, $23B Capital Plan announcement
PPL Corp. shares declined nearly 4% after reporting Q4 earnings of $0.41 per share, matching analyst expectations but missing revenue forecasts. The company unveiled an updated $23 billion capital plan through 2029 and raised its quarterly dividend by 4.6% to $0.2850 per share.
PPL: Q4 Financial Results Overview
PPL Corp. reported fourth-quarter net income of $266 million, or 36 cents per share, missing analyst expectations for both earnings and revenue. The company generated $2.27 billion in revenue for the quarter and issued a full-year earnings forecast between $1.90 and $1.98 per share.
PPL Corporation reports 2025 earnings results; provides business plan update through 2029, extending EPS growth targets
PPL Corporation announced its 2025 reported earnings (GAAP) of $1.59 per share and earnings from ongoing operations of $1.81 per share, marking a 7.1% increase over 2024. The company has extended its annual EPS growth target of 6% to 8% through at least 2029 and updated its capital plan to $23 billion in infrastructure investments from 2026 through 2029. PPL also increased its quarterly common stock dividend to $0.2850 per share, targeting annual dividend growth of 4% to 6%.
PPL Corporation reports 2025 earnings results; provides business plan update through 2029, extending EPS growth targets
PPL Corporation announced its 2025 earnings results, reporting GAAP earnings of $1.59 per share and ongoing operations earnings of $1.81 per share, marking a 7.1% increase over 2024. The company forecast 2026 earnings per share between $1.90 and $1.98 and extended its annual EPS growth target of 6% to 8% through at least 2029. PPL also updated its capital plan to $23 billion in infrastructure investments from 2026-2029 and increased its quarterly common stock dividend to $0.2850 per share.
Energy giant PPL Corp recently announced significant adjustments to its long-term capital planning.
PPL Corp, an energy giant, has significantly increased its long-term capital planning, proposing a $23 billion infrastructure investment from 2026 to 2029. This strategic move aims to modernize the grid, expand clean energy access, and strengthen system resilience, exceeding prior market expectations. Analysts believe this investment will boost the company's regulated asset base and support its long-term dividend policies, positioning it as a reference for peers amidst structural changes in the U.S. power industry.
PPL: Q4 Earnings Snapshot
PPL Corp. reported fourth-quarter earnings of $266 million, or 36 cents per share, which adjusted to 41 cents per share. This figure, along with their revenue of $2.27 billion, did not meet Wall Street expectations. For the full year, the company had a profit of $1.18 billion on $9.04 billion in revenue and anticipates full-year earnings between $1.90 and $1.98 per share.
Dow Dips Over 250 Points Amid US-Iran Tensions: Investor Sentiment Declines, Greed Index Remains In 'Fear' Zone
The Dow Jones Industrial Average dropped over 250 points due to rising US-Iran tensions and a declining CNN Money Fear and Greed Index, which remains in the "Fear" zone at 38.5. U.S. stocks settled lower across most sectors, with significant losses in consumer discretionary, financial, and information technology stocks, despite some positive economic data points like declining jobless claims. Investors are also digesting recent corporate earnings, with Deere & Co. seeing a significant jump while Booking Holdings Inc. fell post-earnings.
Blue Hat Interactive Announces Public Offering Pricing
Blue Hat Interactive has announced the pricing of a public offering at $0.20 per unit for 32,000,000 units, aiming to raise approximately $6.4 million. Each unit includes one ordinary share and a warrant exercisable at $0.20 immediately. The company plans to use the proceeds for working capital and general corporate purposes, particularly to support its strategic expansion into commodity trading, with Maxim Group LLC acting as the sole underwriter.
TD Cowen downgrades PPL (PPL) to a Hold
TD Cowen has downgraded PPL (PPL) to a Hold rating, setting a price target on February 17th. This comes as the analyst consensus on PPL remains a Moderate Buy with an average price target of $39.80. The company recently reported quarterly revenue of $2.24 billion and a net profit of $318 million.
Energy giant PPL Corp recently announced significant adjustments to its long-term capital planning.
PPL Corp has announced a significant increase in its infrastructure investment, committing $23 billion from 2026 to 2029 to modernize its grid and accelerate the clean energy transition. This investment aims to upgrade transmission networks, expand renewable energy access, and enhance system resilience. The move is expected to drive growth in the company's regulated asset base and support its long-term dividend policies, coming at a time of structural change in the U.S. power industry.
CenterPoint Energy (CNP) seeks votes on board, bylaws and $65.5B plan
CenterPoint Energy is soliciting shareholder votes for its 2026 annual meeting on April 16, 2026, addressing the election of directors, ratification of Deloitte & Touche LLP as auditor, an advisory vote on executive compensation, and the approval of an amended certificate of formation including limited officer exculpation. The company highlighted a $65.5 billion capital plan through 2035, the completed removal of known cast-iron pipes by end of 2025, and a securities purchase agreement for its Ohio natural gas LDC business. The Board recommends approving these proposals, emphasizing adherence to robust corporate governance and performance-based executive compensation.
PPL: Q4 Financial Results Overview
PPL Corp. reported fourth-quarter net income of $266 million, or 36 cents per share, missing analyst expectations for both earnings and revenue. The company generated $2.27 billion in revenue for the quarter and provided full-year earnings guidance between $1.90 and $1.98 per share.
PPL Scheduled to Announce Q4 Earnings on February 20
PPL Corporation is set to release its Q4 earnings on February 20, with a consensus EPS estimate of $0.42 and projected revenue of $2.42 billion, indicating significant year-over-year growth. The company has a strong historical record of beating EPS and revenue estimates, though recent revisions show a cautious market outlook. Analyst ratings are generally positive, with Mizuho and BMO Capital raising their price targets and maintaining "Neutral" and "Outperform" ratings, respectively.
PPL Corporation Stock Rises 0.9% Despite Missing EPS Data in Q4 Earnings Report
PPL Corporation's stock rose 0.9% after its Q4 2025 earnings report, despite the absence of EPS data. The company reported $9.0 billion in revenue, an 8.4% year-over-year growth, but the analysis was complicated by a mismatch with a conference call transcript belonging to another company with the same ticker symbol. Analysts anticipate a 7.4% upside based on a consensus target of $39.80 for the stock.
PPL Corporation (PPL) Reports Q4 2025 Earnings Results
PPL Corporation (PPL) has released its Q4 2025 earnings results, reporting revenue of $9.0 billion for the quarter. Following the announcement, shares of PPL rose by 0.9% in after-hours trading, reaching $36.95. A detailed analysis is expected to be published shortly on AlphaStreet.
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.
Uncovering Potential: PPL's Earnings Preview
PPL (NYSE: PPL) is slated to release its quarterly earnings report on Friday, February 20, 2026. Analysts predict an EPS of $0.41, and investors will be looking for not only a beat on this estimate but also positive guidance for the next quarter. The company's past performance shows a slight share price increase after its last earnings beat, with shares up 6.02% over the last 52 weeks.
(PPL) Pivots Trading Plans and Risk Controls (PPL:CA)
This article outlines trading plans and risk controls for Pembina Pipeline Corporation (PPL:CA). It suggests a long-term buy near 54.34 with a stop loss at 54.07, and provides AI-generated ratings of "Neutral" across near, mid, and long terms for February 19, 2026. The article also lists various historical articles related to PPL's trading strategies and market analysis.
PPL Corp. price target raised to $41 from $40 at BMO Capital
BMO Capital has increased its price target for PPL Corp. (PPL) to $41 from $40, maintaining an Outperform rating. The analyst views PPL as a "core utility holding" due to its attractive valuation, regulated growth strategy, strong balance sheet, and favorable regulatory environment. This positive outlook is supported by recent news such as PPL winning approval for rate increases and extending revolving credit facilities.
BMO raises PPL stock price target to $41 on Kentucky rate case By Investing.com
BMO Capital has increased its price target for PPL Corp (NYSE:PPL) to $41 from $40, maintaining an Outperform rating, following the Kentucky Public Service Commission's rate case orders. Although the commission reduced the allowed return on equity and capital riders, BMO views the adjustments as minor and beneficial for PPL's calendar. Analysts generally hold a bullish consensus on PPL, with price targets ranging from $34 to $44, as the company prepares for its earnings report.
BMO raises PPL stock price target to $41 on Kentucky rate case
BMO Capital has increased its price target for PPL Corp (NYSE:PPL) to $41 from $40, maintaining an Outperform rating, following the Kentucky Public Service Commission's decision on the KU/LG&E rate case. The commission modified the proposed stipulation by slightly reducing the allowed return on equity and capital riders, leading to a minor reduction in the total revenue increase. Despite these adjustments, BMO Capital analysts generally view the changes as minor and de-risking for PPL's calendar, especially with the company's earnings report coming soon and a bullish analyst consensus.
BMO raises PPL stock price target to $41 on Kentucky rate case By Investing.com
BMO Capital has increased its price target for PPL Corp (NYSE:PPL) to $41 from $40, maintaining an Outperform rating, following the Kentucky Public Service Commission's decision on the KU/LG&E rate case. Although the commission slightly reduced the allowed return on equity, BMO considers the adjustments minor and reflective of lower risk. PPL Corp also recently amended its revolving credit facilities and expressed support for a special auction by PJM Interconnection to fund new power generation.
BMO raises PPL stock price target to $41 on Kentucky rate case
BMO Capital has increased its price target for PPL Corp (NYSE:PPL) to $41 from $40, maintaining an Outperform rating. This adjustment follows the Kentucky Public Service Commission's modification of a rate case, which slightly reduced the allowed return on equity, though BMO views these changes as minor and risk-decreasing for PPL. The company's stock currently trades near its 52-week high, and investors are anticipating its upcoming earnings report with a bullish consensus from analysts.
PPL Analyst Rating Update: BMO Capital Raises Price Target | PPL Stock News
BMO Capital has raised its price target for PPL (PPL) from $40.00 to $41.00, maintaining an "Outperform" rating. This update comes amidst several recent analyst adjustments, with the average target price from 14 analysts now standing at $40.11, implying a 7.74% upside from its current price. GuruFocus estimates a one-year GF Value of $35.96 for PPL, suggesting a 3.4% downside.
BMO raises PPL stock price target to $41 on Kentucky rate case
BMO Capital has increased its price target for PPL Corp (NYSE:PPL) to $41 from $40, maintaining an Outperform rating, following new orders from the Kentucky Public Service Commission regarding the KU/LG&E rate case. While the commission reduced the allowed return on equity slightly and tweaked capital riders, the total revenue increase was only marginally reduced, leading BMO to deem the adjustments minor and beneficial in de-risking PPL's calendar. PPL shares are currently trading near their 52-week high, with analysts holding a bullish consensus.
BMO raises PPL stock price target to $41 on Kentucky rate case
BMO Capital has increased its price target for PPL Corp (NYSE:PPL) to $41 from $40, maintaining an Outperform rating, following a Kentucky Public Service Commission rate case order. Although the order slightly reduced the allowed return on equity, analysts view the adjustments as minor and beneficial for PPL's risk profile. The company also recently amended its credit facilities and supports initiatives for new power generation.
After the relevant directive was issued, PPL Corp once again reaffirmed its previously announced long-term earnings growth target.
PPL Corp has reaffirmed its long-term earnings growth target following a recent directive, signaling its commitment to established financial planning. This move aims to maintain market confidence and provide clear guidance for future performance, strengthening Pennsylvania Power's strategic position in the energy sector and showcasing its pursuit of sustainable growth. The company's decision highlights its dedication to its financial goals and sends a positive signal to investors.
FirstEnergy pours $36B into grid to cut outages and meet demand
FirstEnergy (NYSE: FE) has announced its 2025 financial results, reporting GAAP EPS of $1.77 and Core EPS of $2.55, alongside affirming its 2026 Core EPS guidance of $2.62-$2.82. The company unveiled a substantial $36 billion Energize365 capital investment plan for 2026-2030, aimed at enhancing grid reliability, reducing outages, and preparing for future demand, projecting a 10% compounded annual rate base growth. This strategic investment is expected to drive Core EPS compounded annual growth near the top end of the 6-8% range.
Lexington customers will keep paying elevated utility bills after state OK’s rate hike
Kentucky's Public Service Commission has approved rate hikes for Kentucky Utilities (KU) and Louisville Gas and Electric (LG&E), allowing them to maintain elevated electricity and natural gas rates for over a million customers. This decision largely upholds a deal struck between the utility companies, customers, and the state attorney general's office, though the approved rates are slightly lower than an interim increase implemented in January. The companies, subsidiaries of PPL Corp., initially sought much larger increases and are barred from further rate requests until at least 2028, while also planning significant infrastructure investments.
TD Securities Downgrades Pembina Pipeline (TSE:PPL) to Hold
TD Securities has downgraded Pembina Pipeline (TSE:PPL) from a "buy" to a "hold" rating, while increasing its price target to C$62.00. This implies a potential upside of approximately 4.0% from its previous close. Despite a mixed analyst consensus of "Moderate Buy" and a C$59.25 target, the company's shares are trading near their 1-year high, with a market cap of C$34.62 billion.
Is It Worth Investing in PPL (PPL) Based on Wall Street's Bullish Views?
This article examines the investment potential of PPL (PPL) by comparing Wall Street analyst recommendations with Zacks Rank. While PPL has a favorable average brokerage recommendation (ABR) of 1.66, the article emphasizes that brokerage recommendations often have a positive bias due to vested interests. It suggests using the more reliable Zacks Rank, which is based on earnings estimate revisions and has a strong predictive track record, to validate investment decisions.
Tuesday’s analyst upgrades and downgrades
This article summarizes various analyst upgrades and downgrades for Canadian companies across several sectors, including midstream energy, banking, mining, auto parts, and real estate. Key actions include downgrades for Enbridge, Pembina Pipeline, and TC Energy due to valuation concerns, alongside target revisions for numerous banks ahead of earnings season. Analysts also discuss Magna International's strong guidance, Lundin Mining's downgrade due to share price appreciation, and Cameco Corp.'s potential benefits from strengthening uranium markets.
After the relevant directive was issued, PPL Corp once again reaffirmed its previously announced long-term earnings growth target.
PPL Corp has reaffirmed its long-term earnings growth target following a recent directive, signaling its commitment to established financial planning and sending a positive message to investors. This move by Pennsylvania Power reinforces its strategic position in the energy sector and emphasizes its pursuit of sustainable growth. The reaffirmation aims to maintain market confidence and provide clear guidance for future performance.
PPL to Release Q4 Earnings: Time to Buy, Hold or Sell the Stock?
PPL is set to release its fourth-quarter 2025 earnings, with the Zacks Consensus Estimate projecting 42 cents per share and $2.34 billion in revenues. Despite anticipated benefits from cost reduction, economic development, and infrastructure investments, PPL's quantitative model does not predict an earnings beat due to a 0.00% Earnings ESP. While the stock has seen a 2.8% return in three months, its premium valuation and lower return on equity compared to the industry suggest investors should be cautious.
PPL Surpasses 3% Yield Threshold
PPL Corp is expected to deliver a 3% annual yield based on historical dividend performance. Analysts view PPL stock favorably, with Mizuho and BMO Capital recently raising price targets, citing its attractive valuation, regulated growth strategy, strong balance sheet, and constructive regulatory environment. PPL, an energy company focused on electricity and natural gas in the United States, operates through Kentucky Regulated, Pennsylvania Regulated, and Rhode Island Regulated segments.
PPL Surpasses 3% Yield Threshold
PPL Corporation is highlighted for surpassing a 3% yield threshold, with analysis suggesting a reasonable expectation for a 3% annual yield based on historical performance, despite dividend unpredictability. Wall Street analysts forecast a rise in PPL stock price, though one analyst, Barclays, recently downgraded its price target due to adjustments in the power and utilities group. Morgan Stanley, however, maintained an Overweight rating and raised its price target for PPL.
PPL Corp rises as utilities sector shows stability
PPL Corp's stock rose by 3.00% and hit a 20-day high, driven by positive investor sentiment favoring stability in the utilities sector. This performance highlights a broader trend of capital shifting towards utilities, positioning PPL favorably for future growth. Wall Street analysts generally have a positive outlook for PPL, with an average forecast for the stock price to rise.
