TickerTalks
Browse all tickers →
TickerTalks›$OGE
OGOGE

OGE Energy Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 1% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (4 mentions/wk)
$OGE·$9.7B·Regulated Electric·Utilities
$45.74-0.6%YTD+11.1%1Y+2.5%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 3 posts2026-08-22: 0 posts2026-08-23: 0 posts40%
Price updated 2d ago·X counts updated 7d ago
OGOGE
$OGEOGE Energy Corp.
$45.74-0.63%4 posts0%
AI analysisFundamentalsVoices on X
Loading…

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 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.

OGE Energy $9.71B Oklahoma utility — Q1 rev +0.7%, new director Muncrief Aug 11, BofNY Mellon $102.38M invested.

OGE Energy Corporation is a $9.71B Oklahoma regulated electric utility (OG&E). Real-business defensive — Q1 modest, institutional accumulation active.

How it reads:

  • Growth is flat: Q1 revenue +0.7% YoY to $753M, Q4 was +11.9% — utility-standard bumpy pattern.
  • Margins are utility-standard: 23.9% operating margin, 15% Q1 op margin, 9.9% FCF yield — the FCF yield is the specific value tell.
  • Valuation is reasonable: 21.5x PE, 3x sales, 12.1x EV/EBITDA — priced as an above-average regulated utility.
  • Position is neutral: 45th percentile 52w, 4.5% below 50-day, 1.6% below 200-day on 96% baseline volume — quiet range.
  • Aug 11 Richard E. Muncrief Form 3 as new director — governance refresh.
  • Bank of NY Mellon $102.38M invested (Aug 25) plus BofA holdings raised (Aug 13) — significant institutional accumulation.
  • 'Why Is OGE Energy Down 2.6% Since Last Earnings Report' — post-earnings fade.
  • No X sentiment sample — chatter is quiet on this regulated utility.
  • Insider signal is silent: zero transactions in 90-day window (Muncrief Form 3 only).

The Oct 28 print is the test — reiterated FY26 EPS $1.20 estimate plus specific commentary on Oklahoma datacenter load-growth defends the multiple; another EPS miss plus continued -2.6% post-print drift narrows the premium to $42 support.

What to watch: Oct 28 earnings — reiterated FY26 EPS $1.20 estimate plus specific commentary on Oklahoma datacenter load-growth defends the multiple; another EPS miss plus continued -2.6% post-print drift narrows the premium to $42 support.

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

no sentiment sample

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
Free, forever. No credit card.

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; partial earnings exposure to regulated electric demand dynamics through its product portfolio.

Industry benchmark

23-name peer basket
+5.5%YTD
+0.2%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 $1.20

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.3B – $3.4B$2.43$2.29 – $2.442
FY27$3.6B$3.5B – $3.7B$2.60$2.59 – $2.618
FY28$3.7B$3.4B – $4.0B$2.82$2.77 – $2.879
FY29$4.0B$3.9B – $4.2B$3.03$2.86 – $3.204
FY30$4.3B$4.1B – $4.4B$3.29$3.10 – $3.474

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.1.0×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.45%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.-4.5%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.-1.6%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 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$352K
+ 2 other (2 awards) 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

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-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.

+ 14 other (4 proxys · 3 13Gs · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Why Is OGE Energy (OGE) Down 2.6% Since Last Earnings Report?zacks.com·2d agoBank of New York Mellon Corp Invests $102.38 Million in OGE Energy Corporation $OGEdefenseworld.net·6d agoRWEOY vs. OGE: Which Stock Is the Better Value Option?zacks.com·13d agoOGE Energy Corporation $OGE Holdings Raised by Bank of America Corp DEdefenseworld.net·18d agoOGE Energy Corporation $OGE Stock Holdings Lifted by California State Teachers Retirement Systemdefenseworld.net·27d ago

In themes

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

The Power Grid

More in Regulated Electric

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ES$FRMI$NEE$XEL$AEP$D$SO$PCG
Voices on X · last 7 days

No standout posts about $OGE 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.

PrivacyTermsSupport