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OGOGE

OGE Energy Corp.

$OGE·$9.6B·Regulated Electric·Utilities
$47.05-1.0%YTD+10.7%1Y+2.1%
Price updated 56m ago·X counts updated 4d ago
OGOGE
$OGEOGE Energy Corp.
$47.05-0.97%17 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OGE 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.

17X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

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

OGE Energy flat YTD at 15x forward, Treasury yields are the operative headwind — a regulated utility waiting for a rates reset.

OGE Energy Corp is a steady regulated-electric utility serving Oklahoma and Arkansas — four consecutive EPS beats of -2% to +10% and revenue growth of 1-12% YoY mean the operating story is stable but unexciting.

  • Revenue grew just 0.7% YoY in Q1 2026 after -5% in Q4 2025 and +8% in Q3 — the Oklahoma service territory has a different weather and growth profile than the Texas-connected utilities, so comps swing more quarter to quarter.
  • Director Richard Muncrief's Form 3 initial filing on August 11 confirms board continuity; the absence of other insider activity is consistent with a utility operating in its normal regulated range.
  • At $45.34 and 44% of the 52-week range, the forward multiple on 2026 EPS of $2.43 is 18.7x — in line with regulated-utility peers; sell-side 2027 EPS of $2.60 and 2028 of $2.82 imply 8-9% EPS growth, which is what the regulated-rate-case cycle delivers.

The October 28 Q3 earnings is a formality compared to the Treasury-yield trajectory that is the real variable for utility multiples here; a modest beat is the base case, and the structural catalyst is any inflection in 10-year yields that would reset the sector multiple.

What to watch: October 28 Q3 earnings and the 2026 full-year EPS reaffirmation; 10-year Treasury yield trajectory and sector-wide utility multiple reset; any new Oklahoma-based industrial or data-center load disclosure.

On the calendar: Q3 earnings scheduled 2026-10-28

Read the AI verdict on $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)
  • 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.

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

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 $OGE

Direct beneficiary — Regulated electric utility serving Oklahoma and western Arkansas through Oklahoma Gas and Electric.

Industry benchmark

26-name peer basket
-3.9%YTD
-5.1%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
Q2 2026Jul 29, 2026$0.56$0.55+1.1%
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%
Next earningsWed, Oct 28·consensus EPS $1.22

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$3.3B$3.3B – $3.4B$2.43$2.28 – $2.446
FY27$3.5B$3.5B – $3.6B$2.60$2.59 – $2.617
FY28$3.7B$3.4B – $3.9B$2.82$2.77 – $2.948
FY29$4.0B$3.8B – $4.2B$3.06$2.88 – $3.236
FY30$4.3B$4.1B – $4.4B$3.35$3.15 – $3.536

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.1.5×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.65%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.+1.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 205.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β0.495-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

SellAug 27Donnie O. JonesSVP- Utility Operations (OG&E)6.5K sh$300KSellMay 21William H SultemeierGC, Corp. Sec, CCO7.3K sh$352K
+ 1 other (1 award) 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
Free, forever. No credit card.

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-KOfficer or director changeOct 88-K — Item 5.02: Officer or director change
3New insider — initial holdingsAug 103
AI summary

Richard E. Muncrief filed a Form 3 on August 11, 2026, reporting his initial beneficial ownership of securities in OGE Energy Corp. (OGE) upon joining as a Director. The filing indicates zero shares directly or indirectly owned at the time of filing. Form 3 must be filed within 10 days of becoming a director; this establishes Muncrief's reporting baseline for future Form 4 transactions. OGE Energy is an electric utility holding company serving Oklahoma and western Arkansas.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

OGE filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

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 other (2 earnings 8-Ks · 2 10-Qs · 2 13Gs · 1 11-K) in window

Recent news

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

RWEOY or OGE: Which Is the Better Value Stock Right Now?zacks.com·8d agoTreasury Yields Are Crushing Dividend Stocks. These 5 Could Be October Opportunities247wallst.com·14d agoOGE Energy Corp. third quarter 2026 earnings webcastprnewswire.com·16d agoOGE Energy Corp. Board of Directors declares quarterly dividendprnewswire.com·22d agoRWEOY vs. OGE: Which Stock Is the Better Value Option?zacks.com·24d ago

In themes

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

The Power Grid

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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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