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PPPPL

PPL Corporation

$PPL·$26B·Regulated Electric·Utilities
$33.33-0.3%YTD-4.5%1Y-5.9%
Price updated 7m ago·X counts updated 4d ago
PPPPL
$PPLPPL Corporation
$33.33-0.25%69 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PPL 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
Aug 31Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PPL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersCooling offAI verdict · as of 2026-09-17

Catching its breath after a run — could pick back up or fade from here.

Regulated utility at 4% of 52w — Rhode Island rate case approved Aug 27, Kentucky-growth thesis debated.

PPL Corporation is the regulated electric/gas utility (Kentucky/Pennsylvania/Rhode Island) down 5% YTD and 6% over 12 months at 4% of 52w. Rhode Island's PUC approved Narragansett rate case Aug 27.

  • Business stable: Q1 revenue grew 11% YoY to $2.77B at 31% gross margin and 24% op margin — regulated utility base delivering modest growth on 8% ROE.
  • Valuation reasonable: 28.7x P/E and 3.75x sales with beta 0.58 — multiple is elevated for a utility, -4.6% FCF yield reflects heavy capex cycle.
  • Rhode Island rate case Aug 27 is a real positive — 'Kentucky's economic development' driving growth per Sep 14, though 'underperforming industry' framing is fair pushback.

Nov 4: EPS above $0.52 and rate-case/Kentucky-load-growth commentary breaks the cool; another regulatory setback extends 4%-of-52w.

What to watch: The Nov 4 Q3 print — EPS above $0.52 and rate-case/Kentucky-load-growth commentary. Another regulatory setback is what extends 4%-of-52w.

On the calendar: 2026-11-04 — Q3 earnings

earnings within 60drate case approvedutility defensive

Read the AI verdict on $PPL

  • 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 approximately 3.5 million customers in Pennsylvania, Kentucky, and Rhode Island with stable rate-base growth.

Industry overviewAI analysisGenerated by AI from underlying data

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

Regulated Electric · Utilities

AI data-center load growth is the first genuine demand cycle for regulated utilities in fifteen years; hyperscaler PPAs with Southeast and Virginia utilities are reshaping capital allocation and sector valuations. Nuclear restart optionality and renewable rate-base expansion are the decade-long earnings levers.

What this means for $PPL

Partial — PPL Corporation PA/KY electric; data-centre growth in PA, UK Electricity Networks stable.

Industry benchmark

26-name peer basket
-2.5%YTD
+3.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
28.6How 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
4.1%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
23.5%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
-4.6%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
3.7Same 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
8.3%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
35.3%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
1.3Total 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 2026Aug 7, 2026$0.33$0.34-3.1%
Q1 2026May 8, 2026$0.63$0.62+2.3%
Q4 2025Feb 20, 2026$0.41$0.41+0.2%
Q3 2025Nov 5, 2025$0.48$0.46+4.4%
Next earningsWed, Nov 4·consensus EPS $0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.8B+10.8%31.0%26.6%$0.60$-501.0M
Q4 FY25$2.3B+2.8%40.5%20.9%$0.36$-614.0M
Q3 FY25$2.2B+8.4%44.7%25.4%$0.43$-179.0M
Q2 FY25$2.0B+7.7%25.0%20.0%$0.25$-328.0M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.7B$9.5B – $10.0B$1.95$1.94 – $1.978
FY27$10.3B$10.1B – $10.7B$2.12$2.10 – $2.148
FY28$10.9B$10.4B – $11.4B$2.30$2.29 – $2.319
FY29$11.5B$11.1B – $11.9B$2.46$2.35 – $2.594
FY30$12.5B$12.0B – $12.9B$2.66$2.54 – $2.794

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.0.5×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.3%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.-5.1%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.-7.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 750.2M 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.β0.585-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.

+ 11 other (9 awards · 1 exempt · 1 inkind) in window

See when $PPL 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 FDAug 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

PPL (PPL) reported Q2 2026 financial results on 2026-08-07, reporting financial results details in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

3New insider — initial holdingsJul 23
AI summary

PPL Corporation (PPL) filed a Form 3 for Kenneth M. Hartwick, a newly appointed director as of July 2, 2026, via attorney-in-fact W. Eric Marr. No securities are reported as beneficially owned. Hartwick is a utility sector executive with extensive Canadian energy experience (Ontario Power Generation CEO 2019–2025, CFO Hydro One, among others). This is an initial insider ownership disclosure for a new utility-experienced director.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PPL Corporation (PPL) appointed Kenneth M. Hartwick as a new independent director, effective around July 2, 2026. Hartwick brings 30+ years of energy sector leadership: CEO of Ontario Power Generation (2019–2025), CFO of Hydro One and Just Energy, partner at Ernst & Young. He also currently chairs the Independent Electricity System Operator of Ontario and serves on MYR Group's board (as Audit Committee member and Chair since 2018). Hartwick will serve on PPL's People and Compensation Committee. This is a high-caliber board addition for a U.S. regulated utility.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KMaterial debt obligationMay 158-K — Item 2.03: Material debt obligation · Item 8.01: Other event
8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 88-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 18 other (6 13Gs · 4 routine 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Piramal Pharma Solutions Advances Sustainability Efforts with Solar Power Plant Addition at Morpeth, UK Sitegurufocus.com·1d agoPPL (PPL) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·2d agoPPL Electric Proposes New Customer Protection Transmission Rider, Building on its Existing Customer Protection Frameworkprnewswire.com·3d agoCan Kentucky's Economic Development Drive PPL's Long-Term Growth?zacks.com·3d agoPPL Stock Underperforms Its Industry in the Past Month: How to Play?zacks.com·3d 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 $PPL 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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