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FEFE

FirstEnergy Corp.

$FE·$26B·Regulated Electric·Utilities
$46.13+1.3%YTD+1.2%1Y-4.5%
Price updated just now·X counts updated 5d ago
FEFE
$FEFirstEnergy Corp.
$46.14+1.28%69 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

69X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 74% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

FirstEnergy is at the 52-week floor on vol 1.9x normal — Oct 21 earnings is the test for an accumulated base.

FirstEnergy is a regulated electric utility across Ohio, Pennsylvania, and New Jersey. The business is defensive-growth and the stock has drifted on cycle positioning.

  • The business is stable: Q1 revenue +11.6% YoY at an 18.7% operating margin and ROIC of 4.5% — standard regulated-utility economics with rate-base investment driving modest earnings growth.
  • At 25.2x PE and 1.73x sales the valuation is reasonable for a regulated utility — not cheap on the downside but defensible given the mid-Atlantic rate-base growth trajectory.
  • 52-week range position is 7% with vol multiplier 1.89 — heavy accumulation at the 52-week floor, which is a classic setup for utilities before a defensive rotation reset.

Oct 21 Q3 is the gate — any confirmed rate-case progress plus FY guide reaffirmation extends the stock off the floor. A regulatory setback or any transmission-and-distribution volume miss and the stock stays range-bound.

What to watch: Oct 21 Q3 — rate-case progression, capital-plan execution, operating-margin trajectory, and FY27 guide. A regulatory setback is the clear invalidator.

On the calendar: 2026-10-21 — Q3 earnings

Read the AI verdict on $FE

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $FE

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

Industry benchmark

26-name peer basket
-3.7%YTD
-6.3%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
Q2 2026Jul 28, 2026$0.50$0.50-0.4%
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%
Next earningsTue, Oct 27·consensus EPS $0.91

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.7B$15.4B – $16.1B$2.73$2.69 – $2.777
FY27$16.5B$16.0B – $17.5B$2.95$2.92 – $2.978
FY28$17.4B$15.6B – $19.0B$3.18$3.14 – $3.249
FY29$17.6B$16.3B – $18.8B$3.41$3.08 – $3.714
FY30$18.3B$17.0B – $19.6B$3.67$3.32 – $4.004

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.1.2×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.30%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.-0.2%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.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 548.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β0.425-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.

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.

+ 14 other (14 awards) 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

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

FirstEnergy Corp. (FE) reported Q2 2026 financial results on July 28, 2026 via press release and investor presentation furnished as exhibits. No headline financial figures appear in the filing body. This is a standard quarterly earnings disclosure for the Ohio-based electric utility; regulated revenue, adjusted EPS, and transmission/distribution capex outlook are in the attached exhibits.

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.

+ 7 other (2 10-Qs · 1 11-K · 1 EFFECT · 1 CORRESP) in window

Recent news

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

FE or PEG: Which Is the Better Value Stock Right Now?zacks.com·4d agoZacks Industry Outlook Entergy, FirstEnergy, CenterPoint and PPLzacks.com·9d ago4 Utility Stocks to Buy as Electric Power Industry Continues to Growzacks.com·10d agoFirstEnergy to Webcast Third Quarter Earnings Teleconferenceprnewswire.com·14d agoCan FE's T&D Investments Support Sustainable Long-Term Growth?zacks.com·16d ago

In themes

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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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