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WEWEC

WEC Energy Group, Inc.

$WEC·$33B·Regulated Electric·Utilities
$107.11+0.3%YTD-4.3%1Y-8.4%
Price updated 11m ago·X counts updated 4d ago
WEWEC
$WECWEC Energy Group, Inc.
$107.11+0.34%49 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WEC 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.

49X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $WEC'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 $WEC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

WEC Energy printing 13%+ YoY revenue growth on data-center demand — a regulated utility that is actually earning its multiple.

WEC Energy Group has quietly become one of the cleanest data-center-adjacent regulated utilities — four consecutive quarterly EPS beats (Q2 +13%, Q1 +7%, Q4 +2%, Q3 +2.5%) and revenue growth of 9-13% YoY as Wisconsin and Illinois demand accelerates.

  • The August 14 Wisconsin Electric 20-year Power Purchase Agreement with NextEra Energy Point Beach for 86% of plant output is the kind of long-term supply contract that de-risks the forward model and signals data-center demand expectations.
  • California State Teachers Retirement System purchased 43.9M shares in September — the biggest institutional accumulation in the dataset and a strong signal that long-duration capital views the current price as attractive.
  • At $101.59 and 9% of the 52-week range, the forward multiple on 2026 EPS of $5.60 is 18.1x — reasonable for a utility growing 10%+ on earnings and about to benefit from AI data-center demand across both service territories.

The October 29 Q3 earnings is the next catalyst — a beat plus confirmed 2027 EPS trajectory extends the quality trade; the broader utility-sector multiple compression is a sector-wide headwind that any individual company must grow through, which WEC appears to be doing.

What to watch: October 29 Q3 earnings and 2027 EPS guidance framework; data-center demand disclosures from the Wisconsin and Illinois service territories; ongoing capex program and ATM equity utilization.

On the calendar: Q3 earnings scheduled 2026-10-29

Read the AI verdict on $WEC

  • 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 natural gas and electric utility serving Wisconsin, Michigan, Minnesota, and Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $WEC

Direct beneficiary — Regulated natural gas and electric utility serving Wisconsin, Michigan, Minnesota, and Illinois.

Industry benchmark

26-name peer basket
-3.4%YTD
-4.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
22.4How 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
4.5%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
24.0%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
-3.0%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
3.6Same 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
12.0%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
55.7%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
1.6Total 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$0.91$0.80+13.2%
Q1 2026May 5, 2026$2.45$2.30+6.5%
Q4 2025Feb 5, 2026$1.42$1.39+2.2%
Q3 2025Oct 30, 2025$0.83$0.81+2.5%
Next earningsThu, Oct 29·consensus EPS $0.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.4B+9.0%59.5%28.5%$2.47$400.5M
Q4 FY25$2.5B+11.1%48.8%23.0%$0.97$-905.4M
Q3 FY25$2.1B+12.9%71.1%21.4%$0.84$-625.7M
Q2 FY25$2.0B+13.4%41.9%20.1%$0.77$23.9M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.1B$10.0B – $10.2B$5.60$5.57 – $5.6110
FY27$10.7B$10.3B – $10.9B$6.00$5.98 – $6.0310
FY28$11.5B$10.6B – $12.1B$6.49$6.41 – $6.6113
FY29$12.1B$11.0B – $12.5B$7.01$6.23 – $7.3811
FY30$12.6B$11.5B – $13.1B$7.56$6.72 – $7.966

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.0.9×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.35%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.+1.3%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.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 324.9M 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 11Ulice Jr PayneDirector980 sh$103KSellMay 19Daniel KruegerEVP WEC Infrastructure4.7K sh$518K
+ 9 other (6 awards · 2 discretionarys · 1 exempt) in window

See when $WEC 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 FDSep 48-K — Item 7.01: Press release / Reg FD
AI summary

WEC Energy Group (WEC) filed an 8-K (Item 7.01) under Reg FD to furnish investor presentation slides. The body excerpt does not contain material new financial information. Investors should refer to the full presentation for capital expenditure, earnings, and strategic details.

3New insider — initial holdingsSep 23
AI summary

Caroline M. Garcia (Vice President and Controller of WEC Energy Group) filed an initial Form 3, reporting no beneficially owned securities (neither direct shares nor derivatives). Routine new officer initial disclosure; no market transactions.

8-KMaterial agreementAug 188-K — Item 1.01: Material agreement
AI summary

Wisconsin Electric Power Company (WEPCO, a WEC Energy subsidiary) entered a 20-year Power Purchase Agreement with Nextera Energy Point Beach LLC on August 14, 2026, to purchase 86% of the capacity, energy, ancillary services, and environmental attributes of both units of the Point Beach Nuclear Power Plant — Unit 1 (October 2030 to October 2050) and Unit 2 (March 2033 to March 2053) — subject to PSCW approval by January 1, 2028. Highly material long-term nuclear PPA securing clean baseload electricity for Wisconsin through 2053; transformative for WEC's clean energy strategy and carbon reduction goals.

8-KOfficer or director changeAug 118-K — Item 5.02: Officer or director change
AI summary

WEC Energy Group, Inc. (WEC), a Milwaukee-based regulated electric and gas utility holding company, announced the appointment of Caroline Garcia, age 50, as Vice President and Controller, effective August 31, 2026. Garcia joins from TXNM Energy, where she served as Director of Audit Services since 2024, and previously spent nearly 25 years at KPMG as an Audit Partner focused on energy, utility, and natural resources clients. Her compensation package includes a $335,000 annual base salary, a 50% short-term incentive target (both prorated to her start date), and a 70% long-term incentive target beginning with 2027 awards. She succeeds William J. Guc, who will serve as special advisor to the CFO through his planned early 2027 retirement — a routine leadership transition at the controller level with no expected impact on WEC's operations or regulated utility strategy.

8-KPress release / Reg FDAug 38-K — Item 7.01: Press release / Reg FD
AI summary

WEC (WEC) filed a Reg FD disclosure (Item 7.01) on 2026-08-03, furnishing presentation slides to be used at such meetings. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

WEC Energy Group representatives participating in upcoming investor meetings; filed presentation slides as Exhibit 99.1. Routine investor relations disclosure.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
AI summary

WEC held its Annual Meeting of stockholders around 2026-05-12 (8-K Item 5.07). Stockholders elected 9 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-KPress release / Reg FDMay 118-K — Item 7.01: Press release / Reg FD
AI summary

WEC filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-11. Covers: presentatives of WEC will be participating in upcoming meetings with investors. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 10 other (3 11-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

5 Utility Stocks With Yields High Enough to Matter and Coverage Strong Enough to Trust247wallst.com·1d agoWEC Energy: Back On The Buy List Now (Rating Upgrade)seekingalpha.com·9d agoWEC Energy Group: Declines Push This Back Into A Worthy Buy Territoryseekingalpha.com·17d agoPCG vs. WEC: Which Stock Is the Better Value Option?zacks.com·30d agoCorient Private Wealth LP Raises Stake in WEC Energy Group, Inc. $WECdefenseworld.net·30d 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 $WEC 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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