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TickerTalks›$PEG
PEPEG

Public Service Enterprise Group Incorporated

$PEG·$40B·Regulated Electric·Utilities
$79.53-0.4%YTD-1.6%1Y-3.2%
Mentions · last 7 days
2026-07-09: 179 posts2026-07-10: 244 posts2026-07-11: 73 posts2026-07-12: 121 posts2026-07-13: 149 posts2026-07-14: 55 posts2026-07-15: 62 posts894-5%
Price updated 11h ago·X counts updated 1d ago
PEPEG
$PEGPublic Service Enterprise Group Incorporated
$79.53-0.44%894 posts-5%
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 $PEG, 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 2026-07-17

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

New Jersey utility trading cheap into data-center rate-base expansion — the X chatter is about a token, not the equity.

Public Service Enterprise Group is the regulated electric and gas utility whose footprint covers most of New Jersey — the specific service area that captures data-center-driven load growth from the North Atlantic tech corridor. The stock is basing at 23% of its 52-week range going into Aug 4 earnings.

Why the setup reads clean:

  • Fundamentals are quality-utility: 25% operating margin at 17.5x TTM P/E — meaning PEG earns real utility economics without a stretched multiple, and its 3.7% dividend yield holds through the current rate cycle.
  • The tape is coiled: sitting essentially flat with both moving averages at 23% of the 52-week range with volume 10% above average — a compressed setup near the base, not a distribution phase.
  • The catalyst is quiet but real: New Jersey rate-base expansion tied to data-center load growth is durable — the specific reason PEG earns above-guidance revenue in the coming rate cases.
  • The X chatter under $PEG is about a memecoin launched June 4 with community accumulation — a ticker collision, so filter the sentiment feed out for the equity read.

Aug 4 earnings is the trigger. A number confirming stable rate-base expansion plus data-center-driven load growth extends the range; a soft rate-case commentary or unexpected leverage discussion is the specific downside for a utility name.

What to watch: The Aug 4 print — rate-base expansion trajectory, data-center-driven load-growth commentary, and any rate-case commentary from state regulators. Above-consensus rate-base expansion extends the base; a soft rate-case commentary caps the move.

On the calendar: 2026-08-04 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-03

PEG token launched June 4 with community pushing accumulation. Levels checked via iScan_AI show upside to $326.7K. The tone is aggressive long positioning into the memecoin momentum.

Read the AI verdict + X sentiment for $PEG

  • 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.

Operates regulated electric and gas utilities in New Jersey alongside a nuclear generation fleet.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $PEG

Partial — Operates regulated electric and gas utilities in New Jersey alongside a nuclear generation fleet; this segment overlaps with the data center load growth and nuclear PPA re-rating of rate base but is not the dominant revenue driver.

Industry benchmark

23-name peer basket
+427.3%YTD
+7.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
17.5How 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
5.1%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
25.5%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
-0.2%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
3.1Same 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
13.3%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
79.6%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
1.0Total 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 2026May 5, 2026$1.55$1.44+7.6%
Q4 2025Feb 26, 2026$0.72$0.71+1.3%
Q3 2025Nov 3, 2025$1.13$1.02+10.8%
Q2 2025Aug 5, 2025$0.77$0.70+10.3%
Next earningsTue, Aug 4·consensus EPS $0.83

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.8B+19.4%75.6%27.9%$1.49$81.0M
Q4 FY25$2.9B+18.3%171%17.5%$0.63$-408.0M
Q3 FY25$3.2B+22.1%36.1%26.5%$1.25$572.0M
Q2 FY25$2.8B+15.8%40.1%29.1%$1.17$-309.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.4B$11.9B – $12.9B$4.38$4.34 – $4.4110
FY27$12.8B$11.6B – $13.6B$4.70$4.61 – $4.8112
FY28$13.4B$13.2B – $13.5B$5.04$4.99 – $5.1814
FY29$13.5B$12.3B – $14.7B$5.41$4.78 – $6.029
FY30$13.9B$12.7B – $15.1B$5.72$5.06 – $6.3613

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.1.1×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.23%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.+0.0%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.-2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 497.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.535-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

SellJul 1Ralph A LarossaCEO2.1K sh$168KSellJun 24Kim C HanemannCOO3.0K sh$249KSellJun 1Ralph A LarossaCEO2.1K sh$160KSellMay 1Ralph A LarossaCEO2.1K sh$169KSellApr 1Ralph A LarossaCEO2.1K sh$169KSellMar 9Kim C HanemannCOO9 sh$738SellMar 5Ralph A LarossaCEO2.1K sh$174KSellMar 3Richard T ThigpenSVP Corporate Citizenship4.7K sh$390K
+ 34 other (18 awards · 16 inkinds) in window

See when $PEG 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-KPress release / Reg FDJul 18-K — Item 7.01: Press release / Reg FD
AI summary

PSEG and PSE&G disclosed on July 1, 2026 that updated investor materials were posted to PSEG's IR website. Routine Reg FD investor materials posting.

424B5Prospectus supplement (offering)Jun 2424B5
AI summary

Public Service Enterprise Group (PEG) issued $500 million of 4.800% Senior Notes due June 15, 2031; interest payable semi-annually beginning December 15, 2026; senior unsecured obligations pari passu with existing unsecured debt. Material utility debt offering at fixed rate.

424B5Prospectus supplement (offering)Jun 1424B5
AI summary

Public Service Enterprise Group filed a preliminary prospectus supplement for senior notes with rate and maturity fields blank ('subject to completion'); superseded by the final $500M 4.800% 2031 offering filed as a separate 424B5. Preliminary filing only — superseded by final pricing.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PEG reported period ending 2026-05-05 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KShareholder voteApr 238-K — Item 5.07: Shareholder vote
AI summary

PEG held its Annual Meeting of stockholders around 2026-04-23 (8-K Item 5.07). Stockholders elected 9 directors to the board. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-K/AOfficer or director change (amended)Apr 238-K/A — Item 5.02: Officer or director change
AI summary

PEG disclosed a personnel change (8-K Item 5.02, dated 2026-04-23). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3New insider — initial holdingsMar 53
8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 17 other (4 11-Ks · 4 13Gs · 3 proxys · 1 routine 8-K) in window

Recent news

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

3 Low-PEG GARP Stocks That Look Attractive Right Nowzacks.com·7d agoChief Investment Strategist: “We Are Spending Almost 3% of GDP on AI” as Stocks Tune Out Global Conflict on “Astronomical Investment”247wallst.com·7d agoUS power companies scramble to secure equipment as surging data center demand strains suppliesreuters.com·8d agoA Strategist Says Big Tech Is ‘Completely Underappreciated' With a PEG Under 1 as Everyone Bails247wallst.com·15d agoPSE&G is Ready for 100-Degree Heat This Week: How to Stay Safe, Be Energy Smart and Report Outagesprnewswire.com·17d 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 $PEG 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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