WEC Energy Stock Near All-Time Highs: Can Microsoft’s Wisconsin Expansion Push It Further in 2026?
WEC Energy Group (WEC) is nearing its 52-week high, largely driven by Microsoft's significant data center expansion in Wisconsin. This expansion has led WEC to increase its demand forecast and capital plan, positioning the utility as a high-growth infrastructure play. Analysts maintain a largely positive outlook, with expectations of continued EPS growth fueled by hyperscaler demand.
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.
WEC ENERGY GROUP, INC. SEC 10-K Report
WEC Energy Group, Inc. has released its 2025 Form 10-K report, highlighting robust financial performance with $7,295.5 million in operating revenues and $1,557.5 million in net income attributed to common shareholders. The report details the company's commitment to renewable energy, aiming for net carbon-neutral electric generation by 2050, and outlines significant investments in infrastructure upgrades and decarbonization efforts. While facing regulatory, operational, and market risks, WEC Energy Group plans substantial capital expenditures for natural gas-fired generation and regulated renewables.
Dominion Energy to Report Q4 Earnings: Buy, Sell or Hold the Stock?
Dominion Energy is set to report its fourth-quarter 2025 results on Feb. 23, with analyst estimates pegged at 64 cents per share on revenues of $3.56 billion. While the company benefits from strong data center demand and regulated investments, it faces headwinds from increased financing expenses and higher operation costs. Currently holding a Zacks Rank #4 (Sell) and trading at a premium valuation compared to its industry peers, the stock presents a cautious outlook for investors.
Dominion Energy to Report Q4 Earnings: Buy, Sell or Hold the Stock?
Dominion Energy (D) is set to release its fourth-quarter 2025 results on February 23, with analysts expecting 64 cents per share on $3.56 billion in revenues, though earnings estimates have decreased. While the company has a strong history of beating earnings estimates, Zacks' model does not conclusively predict a beat this quarter due to a negative Earnings ESP and a Zacks Rank #4 (Sell). Factors like increased demand from data centers and strong regulated investments are positive, but rising financing expenses and share dilution may impact results.
Wec Energy director Klappa sells $3.47 million in stock
Gale E. Klappa, a director at WEC Energy Group, INC. (NYSE:WEC), sold 30,000 shares of common stock for approximately $3.47 million in mid-February 2026. Prior to the sale, Klappa exercised options to acquire the same number of shares for $2.045 million. Following these transactions, Klappa directly owns 276,600 shares, with additional shares held indirectly through an employee retirement plan.
October 16th Options Now Available For WEC Energy Group
New options contracts for WEC Energy Group (WEC) with an October 16th expiration date are now available. These contracts offer potential opportunities for put and call sellers due to the time value. The article highlights specific put and call contracts, analyzing their potential returns and risks based on current prices and implied volatility.
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).
Full Transcript: American Water Works Co Q4 2025 Earnings Call
American Water Works Co (NYSE: AWK) reported strong Q4 2025 financial results, with adjusted EPS of $5.64, an 8.9% increase from 2024, and reaffirmed its 2026 guidance. The company highlighted over $3 billion invested in infrastructure, successful rate cases, and progress on its merger with Essential Utilities, expected to close by Q1 2027. Affordability and customer base expansion through acquisitions remain key strategic focuses.
Is WEC Energy Group, Inc. (WEC) One of the Best Infrastructure Stocks to Buy Right Now?
WEC Energy Group (WEC) is highlighted as a top infrastructure stock to buy, following positive Q4 2025 financial results and an increased price target from Mizuho. The company surpassed Wall Street earnings expectations and provided optimistic guidance for 2026 and beyond. Scotiabank also reaffirmed its "Sector Outperform" rating, citing strong growth prospects driven by increasing data center demand and WEC's consistent track record of exceeding earnings guidance.
Wec Energy director Klappa sells $3.47 million in stock
Gale E. Klappa, a director at WEC Energy Group (NYSE:WEC), sold 30,000 shares of common stock for approximately $3.47 million across two transactions in February 2026. Concurrently, Klappa exercised options to acquire 30,000 shares for $2.045 million. Following these transactions, Klappa's direct ownership stands at 276,600 shares, with an additional 4,106.91 shares indirectly owned.
Wec Energy director Klappa sells $3.47 million in stock
Gale E. Klappa, a director at WEC Energy Group, INC. (NYSE:WEC), sold 30,000 shares of common stock for approximately $3.47 million on February 13 and 17, 2026, after exercising options to acquire the same number of shares. Following these transactions, Klappa directly owns 276,600 shares and indirectly owns 4,106.91 shares through the company’s ERSP. This news comes as WEC Energy Group reported Q4 2025 EPS of $0.97, missing expectations, but revenue of $2.54 billion, surpassing forecasts.
WEC Energy Group SVP Straka sells $325k in stock By Investing.com
Mary Beth Straka, Senior VP at WEC Energy Group, sold 2,815 shares of common stock for $325,131 on February 13, 2026, after exercising stock options for the same number of shares. WEC Energy Group has a strong dividend history and positive analyst ratings, although InvestingPro suggests the stock is currently slightly overvalued. The company recently reported Q4 2025 EPS that missed expectations but revenue that exceeded forecasts, and announced a positive 2026 guidance and long-term EPS growth projections.
WEC Energy Group SVP Straka sells $325k in stock
Mary Beth Straka, Senior VP at WEC Energy Group (NASDAQ:WEC), sold 2,815 shares of company stock for over $325,000 after exercising stock options. This transaction follows WEC Energy Group's recent financial results, which included an EPS miss but strong revenue exceeding forecasts and upgraded price targets from analysts. The company is noted for 56 consecutive years of dividend payments and a current dividend yield of 3.3%.
Wec Energy director Klappa sells $3.47 million in stock
Gale E. Klappa, a director at WEC Energy Group, sold 30,000 shares of common stock for approximately $3.47 million in February 2026, while also exercising options to acquire 30,000 shares for $2,045,250. Following these transactions, Klappa directly owns 276,600 shares of the company. These insider transactions occurred amidst WEC Energy reporting Q4 2025 financial results that missed EPS expectations but exceeded revenue forecasts, with analysts maintaining positive ratings and the company projecting future EPS growth.
WEC Energy Group SVP Straka sells $325k in stock By Investing.com
Mary Beth Straka, Senior VP at WEC Energy Group, sold 2,815 shares of common stock for over $325,000 after exercising stock options on February 13, 2026. This transaction comes as WEC Energy Group trades near its 52-week high and is considered slightly overvalued by InvestingPro analysis, despite a strong track record of dividend payments and positive analyst ratings. The company recently reported mixed Q4 2025 results, with EPS missing expectations but revenue exceeding forecasts, and provided optimistic 2026 guidance.
Wec Energy director Klappa sells $3.47 million in stock
WEC Energy Group director Gale E. Klappa sold 30,000 shares of common stock for approximately $3.47 million, while also exercising options to acquire 30,000 shares. Following these transactions, Klappa directly owns 276,600 shares. The company recently reported its Q4 2025 financial results and received reiterated "Outperform" ratings from Scotiabank and Mizuho, highlighting its strong financial performance and future growth potential.
WEC Energy Group SVP Straka sells $325k in stock
Mary Beth Straka, Senior VP at WEC Energy Group, sold 2,815 shares of company stock for over $325,000, while also exercising stock options to acquire an equal number of shares. WEC Energy Group maintains a strong dividend history and positive analyst ratings despite a recent earnings miss, with analysts projecting continued growth. The stock is currently trading near its 52-week high, although InvestingPro suggests it might be slightly overvalued.
WEC Energy Group: Dividend Steady, Growth Slowing – What Now for Investors?
WEC Energy Group has outlined its growth and dividend strategy, maintaining a steady dividend with mid-single-digit EPS growth, though the stock currently underperforms the S&P 500. Investors are now weighing the dependable 3%+ yield against slower growth, rich valuation, and the impact of interest rates and regulation. The article advises investors to consider their portfolio needs, outlook on interest rates, regulatory risk tolerance, and the yield premium when evaluating WEC.
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.
PGE will expand to Washington state, acquiring swath of PacifiCorp territory
Portland General Electric (PGE) announced its acquisition of most of PacifiCorp’s utility assets in Washington for $1.9 billion, including two wind farms, a natural gas plant, and service to 140,000 customers. This deal will expand PGE's customer base by 15% and simplify PacifiCorp's operations, helping it stabilize financially amid wildfire liabilities. PGE is partnering with Manulife Infrastructure Fund III L.P. to finance the acquisition, which is expected to be additive to earnings in its first year.
WEC Energy Group: Earnings Potential Tied To Capital Plan Execution
WEC Energy Group (WEC) is currently rated a "Hold" with significant upside potential linked to its ambitious $37.5 billion capital plan for 2026–2030. This plan is expected to drive 7%–8% EPS CAGR, aiming for $8 EPS by 2030, primarily fueled by increasing data center demand and growth in its electric segment. The company's attractive 3.42% dividend yield, a 23-year growth streak, and a 65%–70% payout target make it appealing for income-focused investors.
PNC Financial Services Group Inc. Has $296.78 Million Stock Holdings in WEC Energy Group, Inc. $WEC
PNC Financial Services Group Inc. has significantly increased its stake in WEC Energy Group, now owning 2,589,930 shares valued at approximately $296.78 million. This comes as WEC Energy Group raised its quarterly dividend to $0.9525, implying a 3.3% yield, and reported Q results that modestly beat EPS estimates. The company maintains a "Moderate Buy" consensus rating with an average target price of $120.07.
Analysts Offer Insights on Utilities Companies: Duke Energy (DUK) and WEC Energy Group (WEC)
Two analysts have offered bullish sentiments on Utilities companies Duke Energy (DUK) and WEC Energy Group (WEC). Shelby Tucker of TD Cowen maintained a Buy rating on Duke Energy with a $143.00 price target, while Paul Fremont of Ladenburg Thalmann & Co. maintained a Buy rating on WEC Energy Group with a $127.50 price target. Both companies also received average price targets from analyst consensus suggesting an upside from current levels.
Assetmark Inc. Acquires 21,525 Shares of WEC Energy Group, Inc. $WEC
Assetmark Inc. increased its stake in WEC Energy Group by 14.4% in the third quarter, acquiring an additional 21,525 shares, bringing its total ownership to 170,870 shares valued at $19.58 million. Other institutional investors also adjusted their holdings in the utility provider, while CEO Scott J. Lauber recently sold 8,089 shares. Analysts have issued varied ratings for WEC, with an average "Moderate Buy" and a target price of $120.07.
How Investors May Respond To WEC (WEC) Reaffirmed Guidance And Scrutiny Of Data Center Tariffs
WEC Energy Group (WEC) recently reaffirmed its 2026 earnings guidance and long-term EPS growth projection, while also reporting strong full-year 2025 sales and diluted EPS. The company's investment narrative is increasingly shaped by regulatory scrutiny of its proposed data center tariffs and its significant capital investment plans. Investors should consider how these factors, particularly regulatory outcomes and new data center demand, will impact WEC's ability to achieve its projected returns on investment and fair value estimates.
Analysts Offer Insights on Utilities Companies: Entergy (ETR) and PG&E (PCG)
Two analysts have issued bullish sentiments on Utilities sector companies Entergy (ETR) and PG&E (PCG). Scotiabank maintained a Buy rating on Entergy with a $114.00 price target, while Wells Fargo maintained a Buy rating on PG&E with a $24.00 price target, both indicating potential upside from their current stock prices.
DDD Partners LLC Acquires New Holdings in WEC Energy Group, Inc. $WEC
DDD Partners LLC has acquired a new stake of 172,033 shares in WEC Energy Group, Inc., valued at approximately $19.7 million, making it their 17th largest position. WEC Energy Group recently increased its quarterly dividend to $0.9525, representing an annualized dividend of $3.81 and a yield of approximately 3.3%. The company also reported strong quarterly earnings, beating analyst estimates, and provided positive FY2026 EPS guidance.
WEC Energy Group stock tests investor patience as utilities fall out of favor
WEC Energy Group (WEC) stock is struggling as investors rotate out of defensive utilities due to higher interest rates and a preference for growth stocks. Despite in-line earnings and positive regulatory developments, the stock has underperformed the broader market and the utilities sector, leading to capital losses for investors over the past year. Wall Street analysts largely maintain a "Hold" rating, citing limited near-term upside while acknowledging the company's stability and dividend.
A Look At WEC Energy Group (WEC) Valuation After Earnings, Guidance Reaffirmation And Tariff Uncertainty
WEC Energy Group (WEC) is currently valued by Simply Wall St as 5.8% undervalued at $114.03 per share, with a fair value estimate of $121.03. This valuation follows its latest earnings report which showed higher sales but lower net income, alongside reaffirmed 2026 earnings guidance and long-term growth targets. The company's significant infrastructure modernization plans, including $28 billion in capital expenditure over five years, are expected to drive predictable earnings growth, but regulatory decisions and potential equity dilution pose risks to this outlook.
Fermi’s Bold Steps into Energy Sector: Strategic Loan Acquisition Expands Horizon
Fermi Inc. has secured a $500 million loan from MUFG Bank to fund an 11-gigawatt energy park and acquire Siemens Energy F-class turbines, driving its stock up by 11.18%. While this move signals strong growth potential and investor confidence, concerns about inflated tenant demand for Project Matador raise questions about the company's financial transparency. The market shows a mixed reaction of excitement and trepidation regarding Fermi's ambitious energy sector expansion.
Rhumbline Advisers Has $72.41 Million Stock Holdings in WEC Energy Group, Inc. $WEC
Rhumbline Advisers has slightly reduced its stake in WEC Energy Group by 1.7%, now holding 631,863 shares valued at $72.41 million. WEC Energy Group exceeded quarterly earnings and revenue expectations, and also increased its quarterly dividend. Institutional investors own 77.2% of the company's stock, though CEO Scott Lauber recently sold a portion of his holdings.
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.
Ameritas Advisory Services LLC Raises Position in WEC Energy Group, Inc. $WEC
Ameritas Advisory Services LLC significantly increased its stake in WEC Energy Group, Inc. by 75.2% during the third quarter, now holding 27,910 shares worth over $3 million. This comes as WEC Energy Group reported strong quarterly earnings, beating analyst expectations, and announced an increased quarterly dividend of $0.9525 per share. Analyst ratings for WEC are mixed, with a "Moderate Buy" consensus and a target price of $120.07.
PG&E cuts home power bills 11%, marks 3rd year without equipment-caused major wildfires
PG&E Corporation reported solid 2025 financial results, with GAAP EPS of $1.18 and non-GAAP core EPS of $1.50, and tightened its 2026 non-GAAP core EPS guidance to $1.64–$1.66 per share. The company achieved a third consecutive year of zero major wildfires caused by its equipment, completed 334 miles of undergrounded powerlines in 2025, and reduced residential electric rates by 11% since January 2024. These operational improvements and cost reductions underscore PG&E's ongoing commitment to safety, reliability, and affordability for its customers.
Is It Worth Considering Black Hills Corporation (NYSE:BKH) For Its Upcoming Dividend?
Black Hills Corporation (NYSE:BKH) is set to trade ex-dividend in four days, with shareholders needing to be on record by February 17th to receive the US$0.703 per share dividend. The company boasts a 3.9% trailing yield but has flat earnings per share over the past five years and paid a dividend despite negative free cash flow. While its dividend growth over 10 years is 5.7% annually, the sustainability of future dividends is questionable given its earnings and cash flow challenges.
WEC Energy Group, Inc. $WEC Stock Holdings Increased by ProShare Advisors LLC
ProShare Advisors LLC increased its stake in WEC Energy Group (NYSE:WEC) by 19.7% to 67,893 shares, making its total holdings worth $7.78 million. The company reported quarterly EPS of $1.42, beating estimates, and raised its quarterly dividend to $0.9525, leading to an annualized dividend of $3.81 and a 3.4% yield. Despite some positive analyst upgrades, mixed sentiments remain due to insider selling and concerns about the stock's valuation relative to its growth.
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.
How Investors Are Reacting To NorthWestern Energy (NWE) Revenue Growth, Margin Squeeze And A Higher Dividend
NorthWestern Energy Group (NWE) reported mixed full-year 2025 results, with revenue increasing to US$1,610.6 million but net income declining to US$181.1 million. Despite the earnings dip and margin pressure, the company announced a 1.5% increase in its quarterly dividend to US$0.67 per share, signaling a commitment to shareholder returns. This move highlights the ongoing challenge for NWE to balance infrastructure investments and regulatory dynamics with earnings growth.
Conservation, environmental nonprofits suggest a ‘total pause’ on WEC Energy Group’s tariff proposal
Walnut Way Conservation Corp., along with other environmental nonprofits, has called for a "total pause" on WEC Energy Group's proposed tariffs for data centers, which aim to cover electricity rates for large-demand customers. They urged the Public Service Commission of Wisconsin to deny the proposal, advocating for a lower megawatt threshold for the tariffs and suggesting We Energies should bear the full cost of developing and operating these large customer facilities to prevent residential bill increases. The nonprofits emphasize the need for clear, enforceable protections for consumers and the environment, highlighting concerns about transparency and the long-term financial burden on residents.
NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
NiSource Inc. (NI) reported strong financial results for the fourth quarter and full year 2025, surpassing earnings estimates and showing significant revenue growth year-over-year. The utility company also reaffirmed its 2026 earnings guidance and outlined substantial capital expenditures through 2030, including investments in system modernization and strategic data center infrastructure. The article also provides a brief overview of other utility companies' fourth-quarter earnings.
NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
NiSource Inc. (NI) reported strong financial results for the fourth quarter and full year 2025, with Q4 operating EPS of 51 cents significantly beating Zacks Consensus Estimates and increasing 4.1% year-over-year. Revenues also surpassed expectations, reaching $1.89 billion for the quarter and $6.61 billion for the year, representing substantial increases from the previous year. The company reaffirmed its 2026 non-GAAP earnings guidance and projected an 8-9% CAGR through 2033, backed by significant capital expenditure plans for system modernization and data center infrastructure.
NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
NiSource (NI) reported strong fourth-quarter and full-year 2025 results, with operating earnings per share and total revenues surpassing Zacks Consensus Estimates. The company saw an increase in both EPS and revenues year-over-year, driven by increased operating income despite higher net interest expenses. NiSource also reaffirmed its 2026 non-GAAP earnings guidance and outlined a significant capital expenditure plan for 2026-2030, including utility system modernization and data center investments.
Ex-Dividend Reminder: Duke Energy, WEC Energy Group and Otter Tail
Duke Energy Corp (DUK), WEC Energy Group Inc (WEC), and Otter Tail Corp. (OTTR) are set to trade ex-dividend on February 13, 2026. Duke Energy will pay $1.065 per share, WEC Energy Group $0.9525, and Otter Tail Corp. $0.5775. Investors should expect their stock prices to open lower by approximately 0.86%, 0.84%, and 0.66% respectively, reflecting the dividend payouts.
Scott Lauber Sells 8,089 Shares of WEC Energy Group (NYSE:WEC) Stock
WEC Energy Group CEO Scott Lauber sold 8,089 shares of the company's stock for over $895,000, reducing his stake by 10.8%. The company also announced an increased quarterly dividend and reported Q4 earnings that slightly beat expectations. Analysts currently rate WEC with a "Moderate Buy" and an average price target of $120.13.
WEC Energy Group, Inc. (NYSE:WEC) to Issue Dividend Increase - $0.95 Per Share
WEC Energy Group (NYSE:WEC) announced a quarterly dividend increase to $0.9525 per share, representing a 6.7% rise and implying an annual yield of 3.4%. The company has a strong dividend history, having increased its dividend for 23 consecutive years, and analysts expect it to continue covering its dividend with an anticipated payout ratio of 68.3%. WEC recently surpassed EPS estimates in its last quarter and provided FY2026 EPS guidance, maintaining a "Moderate Buy" average rating from analysts.
Wec Energy Group CEO Lauber sells $895k in stock
WEC Energy Group President and CEO Scott J. Lauber sold 8,089 shares of common stock for approximately $895,462 and exercised options to acquire an equal number of shares. The company maintains a consistent dividend payment record and trades with low price volatility. Recent financial results showed a miss on EPS but exceeded revenue forecasts, with analysts reiterating positive ratings and price targets.
WEC Energy Stock: Is Wall Street Bullish or Bearish?
WEC Energy Group (WEC) has underperformed the broader S&P 500 over the past 52 weeks but has outpaced it year-to-date. Despite beating Q4 2025 revenue and adjusted EPS expectations, the stock fell due to a significant GAAP earnings decline attributed to an Illinois settlement charge. Analysts currently hold a "Moderate Buy" consensus rating for WEC, with a mean price target suggesting a 7.4% upside.
Tennessee Valley Authority reconsiders future of two coal plant operations, drawing environmental backlash
The Tennessee Valley Authority (TVA) is reconsidering its previous commitment to retire its Kingston and Cumberland coal-fired power plants by 2027, citing increased electricity demand and regulatory changes. This potential reversal has sparked strong criticism from environmental groups, who warn of increased pollution and a less reliable power grid. The TVA Board is scheduled to discuss the matter at an upcoming meeting, while construction for new natural gas plants, originally intended to replace the coal facilities, is ongoing.
Analysts’ Opinions Are Mixed on These Utilities Stocks: CMS Energy (CMS) and Portland GE (POR)
Analysts have mixed opinions on CMS Energy (CMS) and Portland General Electric (POR) in the Utilities sector. BMO Capital reiterated a Buy rating for CMS Energy with a price target of $80.00, while Wells Fargo maintained a Hold rating for Portland GE with a price target of $49.00. The consensus for CMS Energy is a Moderate Buy with an 8.5% upside, and for Portland GE, it is a Hold.
