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TickerTalks›$D
DD

Dominion Energy, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 26% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (73 mentions/wk)
$D·$59B·Regulated Electric·Utilities
$66.02+0.7%YTD+17.5%1Y+11.6%
Mentions · last 7 days
2026-08-22: 6 posts2026-08-23: 18 posts2026-08-24: 6 posts73+10%
Price updated 7h ago·X counts updated 7d ago
DD
$DDominion Energy, Inc.
$66.02+0.72%73 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $D, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Utility with an offshore-wind fleet and NEE-merger optionality — the tape is testing an inflection.

Dominion Energy is a large regulated utility serving Virginia and the Carolinas, plus significant offshore-wind and gas distribution exposure. Shares are +18% YTD and +10% TTM at $65.52, and the setup is contested.

  • Revenue and EPS are stable: quarterly revenue ran $3.81B / $4.53B / $4.09B / $5.14B, quarterly EPS at $0.88 / $1.18 / $0.65 / $0.69 — analysts model $18.25B and $3.58 EPS for the full year, so at $65.52 the stock is at roughly 18x forward.
  • The NEE-merger + offshore wind is the specific bullish lever: the NEE merger + $11.7B offshore wind fleet is projected to save $5B in fuel costs — that's the shape of a real cost-structure improvement, and the technical setup shows Dominion above key support with a chart bid.
  • The regulatory/political risk is the counter: surging PJM buy-share (14% → 23%) is driving residential bills +13% — that's a real ratepayer-affordability concern, and Virginia Governor Spanberger stepping into the NEE-D merger review adds a specific political overhang.

An Oct 30 print that shows regulated earnings resiliency and any commentary on the NEE merger timeline extends the coil; a Virginia regulatory rejection of the merger, a specific offshore-wind cost overrun, or a fresh rate case that fails to pass is what invalidates the setup.

Agrees with X sentimentX's mixed framing is honest — bulls have real NEE-merger and offshore-wind fleet catalysts, and bears have a legitimate PJM buy-share/rate-case concern; both sides are grounded.

What to watch: The Oct 30 Q3 print — regulated earnings, PJM buy-share trends, offshore-wind fleet commentary, and any NEE merger regulatory update. A Virginia regulatory rejection is what invalidates the setup.

On the calendar: 2026-10-30 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠8 posts analyzed · as of 2026-08-14 · top-engagement diverged

Dominion is mixed. Bulls note the higher-price setup on the chart above key support and the NEE merger + $11.7B offshore wind fleet is projected to save $5B in fuel costs. Bears highlight surging PJM buy-share (14% → 23%) driving residential bills +13%, and Virginia Governor Spanberger stepping into the NEE-D merger review. Some crypto $doge posts mixed in but the equity thread is contested.

Read the AI verdict + X sentiment for $D

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated electric and gas utility serving ~7M customers in Virginia and South Carolina; rate-base growth driven by data center demand.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $D.

Regulated Electric · Utilities

Rate base growth — driven by grid modernization and data center load additions — is the earnings engine for regulated utilities. Regulatory lag (rate cases vs actual capex) is the near-term cash flow timing risk.

What this means for $D

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Dominion Energy, Inc.

Industry benchmark

23-name peer basket
+5.2%YTD
-1.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-12.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.79$0.68+16.0%
Q1 2026May 1, 2026$0.95$0.90+5.3%
Q4 2025Feb 23, 2026$0.68$0.67+1.9%
Q3 2025Oct 31, 2025$1.06$0.95+11.0%
Next earningsFri, Oct 30·consensus EPS $1.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.1B+26.2%51.6%28.0%$0.69$-2.1B
Q4 FY25$4.1B+20.4%44.9%18.5%$0.65$-2.4B
Q3 FY25$4.5B+14.9%50.2%29.6%$1.18$-1.1B
Q2 FY25$3.8B+9.3%50.4%28.8%$0.88$-1.8B

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.3B$17.6B – $19.5B$3.58$3.46 – $3.637
FY27$19.4B$18.6B – $20.3B$3.81$3.78 – $3.847
FY28$20.5B$19.0B – $21.9B$4.08$4.04 – $4.118
FY29$21.5B$20.4B – $23.0B$4.36$4.08 – $4.767
FY30$22.8B$21.7B – $24.5B$4.65$4.36 – $5.087

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 878.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.635-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (10 awards) in window

See when $D insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

D (D) filed a 424B5 prospectus supplement for an offering of notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

424B5Prospectus supplement (offering)Jun 3424B5
AI summary

D (D) filed a 424B5 prospectus supplement for an offering of senior notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Dominion Energy, Inc. (D) filed an 8-K on May 15, 2026 disclosing a material definitive agreement (Item 1.01) and a Regulation FD disclosure (Item 7.01), again with the Rule 425 box checked — confirming this relates to a pending acquisition or business combination. Dominion Energy is a Richmond, Virginia-based electric and gas utility. This is a second Rule 425-flagged filing within a week, reinforcing the materiality and activity around Dominion's pending M&A transaction; the agreement and investor presentation are central to the deal disclosure.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
AI summary

Dominion Energy Inc. (D) filed an 8-K reporting results of its annual shareholders' meeting under Item 5.07. Shareholders voted on standard matters including election of directors, ratification of the independent auditor, and advisory votes on executive compensation. All routine proposals passed as expected at the major regulated utility. Detailed vote tallies by proposal are included in the filing.

S-3ASRAuto-shelf registrationMay 6S-3ASR
AI summary

Dominion Energy Inc. (D) filed an S-3ASR automatic shelf registration statement, available to well-known seasoned issuers to register securities for potential future offerings. This shelf registration provides Dominion with the flexibility to issue equity, debt, or hybrid securities on short notice when market conditions are favorable. The filing does not represent an immediate offering but establishes the regulatory framework for future capital market transactions. Specific terms of any future offering will be disclosed in prospectus supplements.

8-KMaterial agreementApr 88-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Dominion Energy Inc. (D) filed an 8-K on or around April 7 under Items 1.01 (material definitive agreement) and 8.01 (other events) disclosing entry into a significant contract or arrangement. The regulated utility entered into an agreement that is material to the business, potentially involving generation, transmission, data center power supply, or infrastructure financing. The Item 8.01 may cover additional related announcements. Full agreement terms are filed as exhibits.

+ 82 other (63 425s · 5 13Gs · 4 routine 8-Ks · 3 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Rep. Krishnamoorthi Warns Iran War Weakens US in Asiayoutube.com·2d agoReviewing Consolidated Edison (NYSE:ED) & Dominion Energy (NYSE:D)defenseworld.net·2d agoI'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.fool.com·3d agoAdvisors Capital Management LLC Acquires Shares of 10,014 Dominion Energy Inc. $Ddefenseworld.net·10d agoAllworth Financial LP Purchases Shares of 30,038 Dominion Energy Inc. $Ddefenseworld.net·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · top 2 · last 7 days

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