Talen Energy secures $1,208 million in PJM capacity revenues
Talen Energy Corporation has secured approximately $1,208 million in capacity revenues for the 2028/2029 planning year. This was achieved by clearing 10,180 megawatts in the PJM Base Residual Auction at a clearing price of $325 per megawatt-day. These revenues highlight Talen Energy's strong competitive position in wholesale power markets and cover the period from June 1, 2028, to May 31, 2029.
Talen Energy Announces CEO Transition and Capital Return
Talen Energy Corp. announced that President Terry L. Nutt will become CEO and President effective January 1, 2027, with current CEO Mac McFarland transitioning to senior advisor before retiring. In conjunction with this leadership change, Talen initiated a significant capital return program, monetizing $1.5 billion in future PJM capacity revenues, increasing its share repurchase authorization to $3.0 billion, and entering into $1.5 billion of accelerated share repurchase agreements. These actions are expected to retire over 10% of shares, enhance free cash flow per share, and demonstrate confidence in the company's financial outlook and commitment to shareholder value.
Talen Energy names Nutt to become new CEO as McFarland set to retire (TLN:NASDAQ)
Talen Energy has announced that President Terry Nutt will take over as CEO on January 1, 2027, succeeding Mac McFarland. McFarland will remain CEO and a board member through the end of 2026, then serve as a senior advisor until his retirement in March 2027.
Talen Energy Names New CEO; Announces $1.5 Billion Accelerated Share Repurchases, Raises Repurchase Capacity to $3 Billion
Talen Energy announced a CEO succession plan, a $1.5 billion accelerated share repurchase program, and an increase in its total repurchase capacity to $3 billion. The company (TLN) shared these developments, indicating significant corporate financial and leadership changes.
Talen Energy Names New CEO; Announces $1.5 Billion Accelerated Share Repurchases, Raises Repurchase Capacity to $3 Billion
Talen Energy has announced a leadership change, naming a new CEO. The company also revealed a significant financial move, planning a $1.5 billion accelerated share repurchase program. This action is part of a larger strategy to increase its total share repurchase capacity to $3 billion, signaling confidence in its future outlook.
Talen Energy Corporation (TLN) Stock Price, News, Quote & History
This page provides financial information for Talen Energy Corporation (TLN), including its stock price, chart, key statistics, and recent news. As of the market close, TLN was trading at $304.42, up 1.47% for the day. The page also lists various financial metrics and allows users to view historical data and company insights.
Silicon Valley Capital Partners Purchases New Stake in Talen Energy Corporation $TLN
Silicon Valley Capital Partners has acquired a new stake in Talen Energy Corporation, purchasing 6,210 shares valued at approximately $2.39 million during the second quarter. Despite this new investment and generally positive analyst sentiment (Moderate Buy rating), institutional ownership in Talen Energy remains low at 0.38%. The company recently traded at $299.97, significantly below its 52-week high, and missed second-quarter earnings and revenue expectations.
Bank of America Corp DE Invests $78.39 Million in Talen Energy Corporation $TLN
Bank of America Corp DE has acquired a new stake worth $78.39 million in Talen Energy Corporation, purchasing 204,016 shares, which represents approximately 0.43% ownership. Other major institutional investors like BlackRock and MFN Partners also significantly increased their holdings. Despite recent downgrades, Talen Energy holds a "Moderate Buy" consensus rating with an average price target of $460.08, though its latest quarterly results missed revenue and earnings expectations.
Talen Energy Corp stock hits 52-week low at 301.35 USD
Talen Energy Corp (TLN) stock has hit a 52-week low of $301.35, reflecting a nearly 19% decline over the past year. Despite the downturn, InvestingPro analysis suggests the stock is undervalued, and Mizuho has initiated an "outperform" rating with a $405 price target, citing Talen's exposure to tightening power markets and its Susquehanna nuclear plant. The company recently reported a Q2 loss but raised its full-year outlook after completing the Cornerstone acquisition.
TALEN ENERGY CORP : MIZUHO INITIATES COVERAGE WITH OUTPERFORM RATING; TARGET PRICE $405
Mizuho has initiated coverage on Talen Energy Corp (TLN.O) with an "Outperform" rating, setting a target price of $405. This news was reported by Reuters on August 24, 2026. The article primarily conveys this single analyst rating update.
Ninepoint Partners LP Buys New Shares in Talen Energy Corporation $TLN
Ninepoint Partners LP recently acquired 4,409 shares of Talen Energy Corporation, valued at approximately $1.694 million, during the second quarter. Other institutional investors also increased their stakes in the company. Talen Energy reported a quarterly loss and revenue that missed analysts' estimates, but analysts maintain a "Moderate Buy" rating with an average price target of $477.58.
4,355,914 Shares in Talen Energy Corporation $TLN Acquired by BlackRock Inc.
BlackRock Inc. has acquired 4,355,914 shares of Talen Energy Corporation (NASDAQ:TLN), valued at approximately $1.67 billion, giving it a 9.09% stake in the company. Despite a recent earnings miss, analysts maintain a "Moderate Buy" rating with an average price target of $477.58 for Talen Energy. Other institutional investors have also adjusted their holdings in the utilities provider.
Diversify Advisory Services LLC Makes New $12.23 Million Investment in Talen Energy Corporation $TLN
Diversify Advisory Services LLC has acquired a new stake in Talen Energy Corporation, purchasing 35,231 shares valued at approximately $12.23 million, representing 0.07% of the company. This investment comes as Talen Energy's shares dropped 11.0% after reporting a quarterly loss of $2.00 per share and revenue of $747 million, missing analyst expectations. Despite the earnings miss, analyst sentiment generally remains positive with a "Moderate Buy" consensus rating and an average price target of $476.58.
Talen Energy Corporation (TLN) Reports Next Week: Wall Street Expects Earnings Growth
Talen Energy Corporation (TLN) is expected to report a year-over-year increase in earnings and revenue for the quarter ended June 2026, with Wall Street anticipating $2.68 EPS and $799.58 million in revenue. The company has a positive Earnings ESP of +83.38% and a Zacks Rank #2, suggesting a high probability of beating consensus EPS estimates. Talen Energy has also beaten EPS estimates in three of the last four quarters.
Global Retirement Partners LLC Purchases Shares of 3,158 Talen Energy Corporation $TLN
Global Retirement Partners LLC acquired 3,158 shares of Talen Energy Corporation (NASDAQ:TLN) in the second quarter, valued at approximately $1.21 million. This comes as other institutional investors have also increased their holdings, although overall institutional ownership remains low. Talen Energy recently reported a quarterly loss and missed revenue estimates, leading to a 1.6% drop in share price, but analysts maintain a "Moderate Buy" rating with an average price target of $476.58.
180 GPS Investments IC Ltd Invests $8.64 Million in Talen Energy Corporation $TLN
180 GPS Investments IC Ltd has acquired a new stake in Talen Energy Corporation, purchasing 22,474 shares valued at approximately $8.64 million, making it their seventh-largest holding. Despite Talen Energy missing analyst estimates for both earnings and revenue in its latest quarterly report, analysts maintain a "Moderate Buy" consensus rating with an average price target of $476.58. Other institutional investors like Mirae Asset Global Investments Co. Ltd. and Oppenheimer & Co. Inc. have also significantly increased their positions in the company.
Oppenheimer Asset Management Inc. Acquires Shares of 10,752 Talen Energy Corporation $TLN
Oppenheimer Asset Management Inc. recently acquired 10,752 shares of Talen Energy Corporation (TLN) valued at approximately $4.13 million. Despite several institutional investors increasing their stakes, Talen Energy reported a disappointing Q2 with a $2.00 loss per share, missing analyst expectations for earnings and revenue. However, analysts maintain a "Moderate Buy" consensus rating with an average price target significantly higher than the current stock price.
Dockside LLC Purchases Shares of 4,986 Talen Energy Corporation $TLN
Dockside LLC recently acquired 4,986 shares of Talen Energy Corporation, valued at approximately $1.916 million, as detailed in its latest 13F filing. Other institutional investors also adjusted their positions in TLN. Despite recent earnings falling short of expectations, analysts maintain a "Moderate Buy" consensus for Talen Energy with an average price target of $476.58.
NewEdge Advisors LLC Sells 6,207 Shares of Talen Energy Corporation $TLN
NewEdge Advisors LLC reduced its stake in Talen Energy Corporation by 32.2%, selling 6,207 shares and retaining 13,052 shares. This comes as Talen Energy reported a quarterly loss of $2.00 per share and missed revenue expectations. Despite this, analysts maintain a "Moderate Buy" rating with an average price target of $476.58.
Bank of America Corp DE Sells 16,400 Shares of Talen Energy Corporation $TLN
Bank of America Corp DE reduced its stake in Talen Energy Corporation by 10.1% in the first quarter, selling 16,400 shares and retaining 145,451 shares valued at approximately $46.4 million. This reduction comes despite analysts maintaining a "Moderate Buy" rating for Talen Energy with an average price target of $476.58, even as the company missed recent quarterly earnings and revenue expectations. Other institutional investors showed mixed activity, with some increasing and others initiating positions in Talen Energy.
Talen Energy (Nasdaq:TLN) - Stock Analysis
This Simply Wall St analysis of Talen Energy (TLN) highlights the company as an independent power producer trading significantly below its estimated fair value, with analysts projecting 42.01% annual earnings growth and a 30.7% rise in stock price. Despite recent insider selling and interest payment coverage concerns, the company has seen substantial share price increases over three years, driven by strategic acquisitions, PJM capacity auction results, and growing demand for data center power. Recent news also includes Q2 2026 earnings misses, management changes, and regulatory approvals for significant asset acquisitions.
Wells Fargo Reaffirms Their Buy Rating on Talen Energy Corp (TLN)
Wells Fargo analyst Shahriar Pourreza has reiterated a Buy rating for Talen Energy Corp (TLN), setting a price target of $501.00. This follows a similar Buy rating from Bank of America Securities with a target of $422.00. Despite positive revenue growth and net profit for the quarter ending March 31, insider sentiment for TLN is negative, with an increase in insider selling activities.
Wells Fargo Reaffirms Their Buy Rating on Talen Energy Corp (TLN)
Wells Fargo analyst Shahriar Pourreza has reiterated a Buy rating for Talen Energy Corp (TLN) with a $501.00 price target. This follows a similar Buy rating from Bank of America Securities with a $422.00 price target. Despite positive financial performance with increased revenue and net profit, corporate insider sentiment on TLN is negative, with recent insider stock sales.
Oppenheimer Sticks to Its Buy Rating for Talen Energy Corp (TLN)
Oppenheimer analyst Ian Zaffino has maintained a Buy rating for Talen Energy Corp (TLN) with a $400.00 price target. This aligns with Wells Fargo's reiterated Buy rating and $501.00 price target for the company. The article also notes negative insider sentiment based on recent share sales despite the company reporting increased revenue and a net profit of $63 million for the quarter ending March 31.
Talen Energy Corporation $TLN Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly increased its stake in Talen Energy Corporation (NASDAQ:TLN) by 183.3% in the second quarter, now holding 434,728 shares valued at approximately $167 million. Despite missing quarterly earnings expectations with a $2.00 loss per share, analysts maintain a "Moderate Buy" consensus rating with an average price target of $478.18, and several institutional investors also increased their positions in the company.
Talen Energy (NasdaqGS:TLN) Stock Forecast & Analyst Predictions
Talen Energy Corporation (TLN) is forecast to significantly grow earnings and revenue, with EPS expected to rise by 45.6% per annum and future return on equity projected at 57% in three years. Recent developments include narrowing earnings guidance for 2025, several analyst price target increases driven by anticipated power demand and strategic acquisitions, and the completion of a major acquisition of natural gas assets. Insider transactions show more sales than purchases over the past year, and the company recently reported mixed Q2 2026 earnings with a loss per share but revenue growth.
Earnings call transcript: Talen Energy lifts 2026 outlook in Q2 2026
Talen Energy reported a Q2 2026 loss of $2.00 per share on $747 million in revenue, while also raising its full-year 2026 outlook following the Cornerstone acquisition. The company highlighted strong adjusted EBITDA and free cash flow generation, a significant share repurchase program, and a strategic focus on long-term power contracts for data centers. Management discussed their "flywheel strategy" leveraging advantaged assets in the PPL zone and new capacity development, emphasizing the increasing value of their energy and capacity in the PJM market.
TALEN ENERGY CORP. : OPPENHEIMER CUTS TARGET PRICE TO $400 FROM $440
Oppenheimer has cut its target price for Talen Energy Corp. (TLN.O) from $440 to $400. This news was reported by Reuters on August 6, 2026. The article itself is a very short announcement regarding this target price revision.
TALEN ENERGY CORP. : WELLS FARGO RAISES TARGET PRICE TO $501 FROM $482
Wells Fargo has increased its target price for Talen Energy Corp. (TLN.O) to $501 from $482. This update reflects an analyst's revised valuation for the energy company.
Talen Energy Corp 2026: Revenue $747M, EPS ($2) — 10-Q Summary
Talen Energy Corp (TLN) reported its 2026 quarterly results, showing a revenue increase to $747M from $630M year-over-year. Despite the revenue growth, the company swung to a net loss of $92M, resulting in a negative diluted EPS of ($2), compared to a prior-year net income of $72M and EPS of $1.5. Key business highlights include the completion of the Cornerstone acquisition, increased energy and capacity revenues, and improved operational dispatchable generation.
Talen Energy Number of Employees 2026 | Employee Count & Headcount Data
Talen Energy Corp. (TLN) has approximately 1,900 employees globally as of March 2026, representing a 3.1% decline from 2023. The company, headquartered in Houston, Texas, is actively hiring with 73 job postings in 2026. The workforce is concentrated in North America (98.8%), with an average salary of $102,294, and employee sentiment is neutral but improving.
Talen Energy Reports Second Quarter 2026 Results, Raises 2026 Guidance
Talen Energy reported its second-quarter 2026 financial results, including GAAP Net Income (Loss) of $(92) million, Adjusted EBITDA of $374 million, and Adjusted Free Cash Flow of $212 million. The company completed the Cornerstone Acquisition, significantly increasing its generation capacity, and subsequently raised its 2026 guidance for Adjusted EBITDA to $2,025-$2,225 million and Adjusted Free Cash Flow to $1,200-$1,350 million. Talen also detailed share repurchases and recent financing activities aimed at strengthening its financial position and supporting growth.
Talen Energy Reports Second Quarter 2026 Results, Raises 2026 Guidance
Talen Energy reported its second quarter 2026 financial results, achieving an Adjusted EBITDA of $374 million and Adjusted Free Cash Flow of $212 million. Following strong year-to-date performance and the completion of the Cornerstone Acquisition, the company raised its 2026 guidance for Adjusted EBITDA to $2,025 million - $2,225 million and Adjusted Free Cash Flow to $1,200 million - $1,350 million. Talen also detailed share repurchases totaling $200 million in Q2 2026 and significant financing activities, including the issuance of $4.0 billion in senior unsecured notes.
Daniel Kelly Joins Talen as General Counsel and Corporate Secretary
Talen Energy Corporation has appointed Daniel "Dan" Kelly as its new General Counsel and Corporate Secretary. Kelly brings 25 years of legal and governance experience, having previously served as Senior Vice President and Deputy General Counsel at Vistra Corp. He succeeds John Wander, who retired after a transition period.
Daniel Kelly Joins Talen as General Counsel and Corporate Secretary
Talen Energy Corporation announced that Daniel "Dan" Kelly has been appointed General Counsel and Corporate Secretary, taking over from John Wander, who retired. Kelly brings 25 years of legal and governance experience, including a significant tenure at Vistra Corp., and will oversee Talen's legal, regulatory, and external affairs, as well as corporate governance. The company expressed gratitude to John Wander for his contributions during his three years of service.
Talen Energy Announces Credit Facility Refinancing Transactions | Thu, 05/14/2026 - 16:27
Talen Energy Supply, LLC (TES), a subsidiary of Talen Energy Corporation, has announced several financing transactions aimed at optimizing its debt structure and reducing financing costs. These transactions include repricing two senior secured term loan B facilities, extending the maturity of one, and are expected to result in approximately $47 million in annual interest savings. Talen's CFO, Cole Muller, stated that these actions strengthen their path to delivering over $40 per share of annual free cash flow by 2028 and position the company for future growth.
Talen Energy Announces Credit Facility Refinancing Transactions
Talen Energy Supply, LLC (TES), a subsidiary of Talen Energy Corporation, has completed several financing transactions to optimize its debt structure and reduce financing costs. These transactions include repricing and extending two senior secured term loan B facilities, which, combined with a recent redemption, are expected to save Talen approximately $47 million annually in interest. The company aims to achieve over $40 per share in annual free cash flow by 2028 and grow into significant contracted cash flows.
Talen Energy Announces Pricing of Senior Notes
Talen Energy Supply, LLC, a subsidiary of Talen Energy Corporation (NASDAQ: TLN), has priced $1.5 billion in 6.125% senior notes due 2031 and $2.5 billion in 6.375% senior notes due 2033. The net proceeds are intended to fund the acquisition of 2,451 megawatts of capacity and redeem existing senior secured notes. The issuance is expected to close on April 29, 2026, with a special mandatory redemption clause if the acquisition is not consummated by January 15, 2027.
Talen Energy Announces Pricing of Senior Notes
Talen Energy Supply, LLC (TES) has priced senior notes totaling $4 billion, comprising $1.5 billion of 6.125% notes due 2031 and $2.5 billion of 6.375% notes due 2033. The proceeds will fund the acquisition of 2,451 megawatts of power plants and redeem outstanding 8.625% Senior Secured Notes due 2030. The issuance is expected to close on April 29, 2026, with a special mandatory redemption clause if the acquisition is not consummated by January 15, 2027.
Earnings call transcript: Talen Energy Q4 2025 sees strong financial results
Talen Energy reported strong financial results for Q4 2025, with adjusted EBITDA of $382 million and adjusted free cash flow of $292 million, driven by strategic acquisitions and increased generation output. Despite a slight aftermarket stock decline, the company achieved a full-year adjusted EBITDA of $1.035 billion and reduced its net leverage ratio to 3.0 times as of February 2026. The outlook remains positive with strategic initiatives like the Talen Flywheel and anticipated revenue growth, focusing on contracted cash flows and opportunistic hedging.
