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OGOGE

OGE Energy Corp.

$OGE·$10B·Regulated Electric·Utilities
$49.32+1.2%YTD+16.1%1Y+11.8%
Mentions · last 7 days
2026-07-10: 1 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 2 posts2026-07-15: 0 posts2026-07-16: 1 posts4+67%
Price updated 6h ago·X counts updated 5h ago
OGOGE
$OGEOGE Energy Corp.
$49.32+1.17%4 posts+67%
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 $OGE, 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 2026-07-15

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

Regulated Oklahoma electric utility at 92% of 52-week range on the AI-power scramble — Q1 rev flat but EPS met and Jun 15 material financial obligation.

OGE Energy is the Oklahoma regulated electric utility (Oklahoma Gas & Electric) benefiting from the AI-data-center-power scramble — Jul-9 news 'US power companies scramble to secure equipment as surging data center demand strains supplies' surfaces the sector tailwind.

  • Q1 metrics: revenue $753M (+0.7% YoY), EPS $0.24 (met consensus); prior quarter Q4/25 was $0.33 (+10% beat).
  • Fundamentals: gross margin 37%, op margin 24% (regulated utility economics), PE 21.5x, EV/EBITDA typical, FCF yield 9.9%, D/E typical for utility, beta 0.52 (defensive).
  • Capital: Jun-15 material definitive agreement + direct financial obligation — likely a term loan or credit facility to fund rate-base capex expansion.
  • Insider: only A-Award (Rainbolt director grant 314 shares); no directional signal.
  • Structure: mid float 205M, 92% of 52w range (extended).
  • Jul 29 Q2 earnings — consensus $0.59 EPS.

Utility-bid trade with AI-power-scramble tailwind at cycle-high multiples; sizing depends on the persistence of the utility rotation ahead of Jul 29.

What to watch: Jul 29 Q2 print — regulated retail growth, industrial load from data centers, capex plan update.

On the calendar: 2026-07-29 — Q2 earnings

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Read the AI verdict + X sentiment for $OGE

  • 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 utility serving Oklahoma and western Arkansas through Oklahoma Gas and Electric.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $OGE

Partial — Regulated electric utility serving Oklahoma and western Arkansas through Oklahoma Gas and Electric; 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
+426.6%YTD
+7.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
21.5How 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
4.8%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
23.9%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
9.9%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
3.0Same 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
9.5%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
48.8%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
1.2Total 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 29, 2026$0.24$0.240.0%
Q4 2025Feb 18, 2026$0.33$0.30+10.0%
Q3 2025Oct 29, 2025$1.14$1.16-1.7%
Q2 2025Jul 29, 2025$0.53$0.55-3.6%
Next earningsWed, Jul 29·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$752.6M+0.7%37.1%15.0%$0.24$-91.3M
Q4 FY25$725.8M-4.6%41.9%19.0%$0.34$83.1M
Q3 FY25$1.0B+8.2%62.8%32.7%$1.15$921.0M
Q2 FY25$741.6M+11.9%47.7%25.2%$0.53$64.9M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.3B – $3.5B$2.43$2.42 – $2.447
FY27$3.6B$3.5B – $3.7B$2.61$2.60 – $2.637
FY28$3.7B$3.7B – $3.7B$2.81$2.77 – $2.868
FY29$4.0B$3.9B – $4.2B$3.03$2.89 – $3.217
FY30$4.2B$4.1B – $4.4B$3.28$3.12 – $3.467

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.0.8×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.90%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.+2.9%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.+6.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 205.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.525-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

SellMay 21William H SultemeierGC, Corp. Sec, CCO7.3K sh$352KSellFeb 24Sarah R. StaffordController and CAO6.1K sh$293KBuyFeb 23Lyle G. GanskeDirector10.4K sh$500K
+ 14 other (8 awards · 6 inkinds) in window

See when $OGE 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-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

OGE Energy Corp. (OGE) entered into a material definitive agreement (Item 1.01) and created a direct financial obligation (Item 2.03) per an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the specific agreement counterparty, terms, or obligation amount are disclosed.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

OGE held its Annual Meeting of stockholders around 2026-05-14 (8-K Item 5.07). Stockholders elected 5 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KOfficer or director changeApr 158-K — Item 5.02: Officer or director change
AI summary

OGE disclosed a personnel change (8-K Item 5.02, dated 2026-04-15). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change
S-3ASRAuto-shelf registrationFeb 23S-3ASR
+ 14 other (4 proxys · 3 13Gs · 2 earnings 8-Ks · 1 11-K) in window

Recent news

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

Why OGE Energy (OGE) is a Top Momentum Stock for the Long-Termzacks.com·16h agoEIX or OGE: Which Is the Better Value Stock Right Now?zacks.com·2d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d agoIDA vs OGE: Which Electric Utility Stock Offers Better Return?zacks.com·14d agoOGE Energy Corp. second quarter 2026 earnings webcastprnewswire.com·17d ago

In themes

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

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Voices on X · last 7 days

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

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