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FEFE

FirstEnergy Corp.

$FE·$28B·Regulated Electric·Utilities
$49.10+0.9%YTD+9.5%1Y+21.8%
Mentions · last 7 days
2026-07-10: 177 posts2026-07-11: 55 posts2026-07-12: 107 posts2026-07-13: 271 posts2026-07-14: 148 posts2026-07-15: 187 posts2026-07-16: 135 posts1,104+19%
Price updated 11h ago·X counts updated 10h ago
FEFE
$FEFirstEnergy Corp.
$49.10+0.95%1.1k posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $FE, 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 numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Regulated utility riding the data-center power demand wave — low-beta defensive with a growth kicker.

FirstEnergy is a regulated electric utility serving customers in Ohio, Pennsylvania, and neighboring states — the classic dividend-paying utility that is now getting an unexpected growth tailwind from data-center power demand in its service territory. The stock is up 20% over the past year and outperforming defensive utility peers.

  • Revenue grew 12% YoY to $3.4B last quarter with a 20% operating margin — solid growth for a regulated utility, driven by ratebase expansion and higher load from data-center customers coming online.
  • Trades at 25x TTM earnings and 1.7x sales with a 6.7% FCF yield — reasonable for a regulated utility with a growth kicker, and the low beta of 0.45 makes this defensive in a nervous market.
  • The 'US power companies scramble to secure equipment as data-center demand strains supplies' framing captures the tailwind — utilities in FirstEnergy's territory are seeing large new industrial customers, which is a step-function growth event, not incremental.
  • Zero material insider selling in the last 30 days — the July 6 director awards were routine grants, and the absence of open-market selling is meaningful for a utility that's outperforming its peer group.
  • Position vs 50-day MA +5% and 52-week 70th percentile — the tape is confirming the fundamental improvement without being at extremes; volume multiplier at 1.3x shows active buying.

July 28 Q2 earnings is where the data-center-load story shows up: EPS above $0.56 plus specific commentary on new industrial customer additions is what confirms the setup; a soft print or a regulator-related uncertainty is where the tape drifts back to $46. Real regulated utility with a real growth kicker — the setup rewards continued disclosure of specific data-center customer wins.

Agrees with X sentimentThe 'Cheap and With Potential to Grow' and 'defensive stocks to buy as geopolitical tensions escalate' framing is analytically fair for FirstEnergy's current setup. The data-center-power tailwind is a structural change to a business that used to be treated as pure income.

What to watch: July 28 Q2 earnings — need EPS above $0.56 and specific commentary on new industrial data-center customer additions. Soft print or regulatory uncertainty is where the tape drifts back to $46.

On the calendar: 2026-07-28 — Q2 earnings

Read the AI verdict + X sentiment for $FE

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What it does

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

Operates regulated electric transmission and distribution utilities serving Ohio, Pennsylvania, and New Jersey.

Industry overviewAI analysisGenerated by AI from underlying data

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

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $FE

Partial — Operates regulated electric transmission and distribution utilities serving Ohio, Pennsylvania, and New Jersey; the data center load growth and nuclear PPA re-rating of rate base is a secondary rather than primary near-term earnings catalyst.

Industry benchmark

23-name peer basket
+426.8%YTD
+6.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
25.2How 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
4.5%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
18.7%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
6.7%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
1.7Same 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
8.4%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
53.8%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
2.2Total 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
Q1 2026Apr 28, 2026$0.72$0.72+0.6%
Q4 2025Feb 17, 2026$0.53$0.54-2.6%
Q3 2025Oct 22, 2025$0.83$0.74+12.0%
Q2 2025Jul 30, 2025$0.52$0.49+6.9%
Next earningsTue, Jul 28·consensus EPS $0.56

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.2B+11.6%62.2%19.7%$0.70$-1.1B
Q4 FY25$3.8B+19.6%25.7%15.9%$-0.08$-30.0M
Q3 FY25$4.1B+11.2%60.3%20.0%$0.76$3.1B
Q2 FY25$3.4B+3.0%66.8%19.1%$0.46$-136.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.5B$14.6B – $15.9B$2.73$2.69 – $2.756
FY27$16.2B$15.0B – $17.8B$2.95$2.92 – $2.986
FY28$17.0B$16.7B – $17.3B$3.18$3.15 – $3.196
FY29$17.5B$16.2B – $18.9B$3.40$3.07 – $3.745
FY30$18.2B$16.8B – $19.6B$3.66$3.32 – $4.043

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.0.9×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.74%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.+5.5%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.+3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 548.0M 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.β0.455-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

SellMar 11James F OneilDirector7.9K sh$402KSellMar 10K. Jon TaylorCFO26.8K sh$1.4MSellMar 6Jason LisowskiVP, Controller & CAO4.4K sh$222K
+ 43 other (24 awards · 7 exempts · 6 returns · 6 inkinds) in window

See when $FE 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

S-3/AShelf registrationJun 8S-3/A
AI summary

FirstEnergy Corp. (FE) filed a Form S-3/A shelf registration statement with the SEC. The registration establishes a securities shelf for future offerings. This is an amendment to a previously filed S-3, typically updating financial information, business descriptions, or correcting disclosures. The shelf enables the company to offer securities in multiple tranches over time, providing capital raising flexibility aligned with market conditions.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

FirstEnergy published an updated investor presentation with key strategic and regulatory updates, available on the investor relations website. Routine investor relations update.

S-3Shelf registrationMay 29S-3
AI summary

FirstEnergy Corp. filed an S-3 shelf registration statement on May 29, 2026. Shelf registration enabling future debt and equity offerings; no immediate dilution.

8-KMaterial agreementMay 208-K — Item 1.01: Material agreement · Item 5.07: Shareholder vote
AI summary

FirstEnergy Corp. entered a Fourth Amended and Restated LLC Agreement for FirstEnergy Transmission (FET) on March 25, 2024 (as previously disclosed) in connection with Brookfield Super-Core Infrastructure Partners' acquisition of an incremental 30% equity interest in FET, bringing Brookfield to 49.9%; the filing also reported 2026 Annual Meeting results. Material partial divestiture: Brookfield acquires near-50% of FirstEnergy's transmission subsidiary as strategic asset monetization.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

FE reported period ending 2026-04-28 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDFeb 178-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
+ 9 other (2 13Gs · 2 proxys · 1 11-K · 1 EFFECT) in window

Recent news

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

Can FirstEnergy's Grid Investments Drive Long-Term Earnings Growth?zacks.com·18h agoFirstEnergy: Cheap And With Potential To Growseekingalpha.com·3d ago4 Low-Beta Defensive Stocks to Buy as Geopolitical Tensions Escalatezacks.com·4d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d agoIs FirstEnergy Set to Benefit From Surging Data Center Demand?zacks.com·14d 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 · last 7 days

No standout posts about $FE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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