FE · Firstenergy Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital investments deployed through first half of 2026 | 2.9B | six months ended June 30, 2026 | — |
| Consolidated return on equity (trailing 12-month) | 9.5% | Q2 2026 | — |
| Contracted data center demand | 6.4 | Q2 2026 | — |
| Core EPS (Non-GAAP) non-GAAP | $1.22 | six months ended June 30, 2026 | — |
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| Customers served | 6M | current | — |
| Data center demand (contracted and pipeline) increased since first quarter | 30% | Q2 2026 | — |
| Energize365 capital investment program | $36B | five-year | — |
| Transmission lines | 24,000 | current | — |
| Transmission rate base growth (Integrated segment) | 22% | Q2 2026 | — |
| Transmission rate base increase (Stand-Alone Transmission segment) | 11% | Q2 2026 | — |
| West Virginia demand | 4.3 | Q2 2026 | — |
| West Virginia demand increase | 137% | Q2 2026 | — |
| 1Q26 Core EPS non-GAAP | $0.72 | 1Q 2026 | — |
| 1Q26 Investments | $1.4B | 1Q 2026 | — |
| Average Shares Outstanding | 578M | 1Q26 | — |
| Commercial Actual Sales | 10.12M | 1Q 2026 | — |
| Core EPS growth non-GAAP | 7.5% | 1Q 2026 | — |
| Equity Layer | 53% | TTM 3/31/26 | — |
| FE Consolidated ROE | 9.8% | TTM 3/31/26 | — |
| Industrial Actual Sales | 12.9M | 1Q 2026 | — |
| Rate Base | $28.3B | TTM 3/31/26 | — |
| Residential Actual Sales | 15.6M | 1Q 2026 | — |
| Total Actual Sales | 38.61M | 1Q 2026 | — |
| Total Transmission Rate Base Growth | 13% | 1Q 2026 Y-o-Y | — |
| Total Weather-Adjusted Sales | 38.26M | 1Q 2026 | — |
| Baseline O&M non-GAAP | $1.34B | 2026F | — |
| Cash From Operations | $24.5B | 2026-2030 | — |
| Consolidated ROE | 9.8% | 2025A | — |
| Core EPS Guidance (high end) non-GAAP | $2.82 | 2026F | — |
| Core EPS Guidance (low end) non-GAAP | $2.62 | 2026F | — |
| Dividend Declarations | $1.86 | 2026F | — |
| Equity Issuance (cap) | $2B | 2026-2030 | — |
| FE's total peak demand potential increase by 2035 | 50% | by 2035 | — |
| FE-Owned Rate Base | $29.4B | 2026F | — |
| FE-Owned Rate Base Growth | 10% | 2026F vs. 2025 | — |
| FE-Owned Rate Base Total | $43.6B | 2030F | — |
| Formula Rate Investments | 75% | 2026-2030 | — |
| Industrial Sales Weather-Adjusted CAGR | 4.5% | 2026-2030 | — |
| Investment Plan | $6B | 2026F | — |
| OH Allowed ROE | 9.63% | Nov. 2025 PUCO Order | — |
| OH Distribution Customers | 2.2M | as of 2026 | — |
| OH Distribution Rate Base | $4.5B | 2026F | — |
| PA Allowed ROE | 10.05% | current PA PUC benchmark | — |
| PA Distribution Customers | 2.1M | as of 2026 | — |
| PA Distribution Rate Base | $7.7B | 2026F | — |
| Period-End Rate Base | $27.8B | 2025A | — |
| PJM Open Window Project Awards | $1.2B | 2025 Open Window (approved February 2026) | — |
| Qualified Pension Discount Rate (PBO) | 5.6% | 2025A | — |
| Qualified Pension Funded Status | 86% | 2025A | — |
| Qualified Pension PBO | $7B | 2025A | — |
| Qualified Pension ROA | 15.4% | 2025A | — |
| Qualified Pension Underfunded Amount | $1B | 2025A | — |
| Targeting Consolidated ROEs through 2030 | 9.5% | through 2030 | — |
| Targeting FFO/Debt | 14% | 2026F | — |
| Total Shareholder Return Target | 12% | 2026-2030 | — |
| Total Tx Investments | $19B | 2026-2030 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FE
this stock
Firstenergy Corp
|
$26.75B | +3.3% | +12.0% | 25.1 | 4.4% |
|
NEE
Nextera Energy Inc
|
$174.06B | +4.0% | -7.1% | 21.2 | 2.4% |
|
SO
Southern Co
|
$99.29B | +2.1% | +10.6% | 22.5 | 2.9% |
|
DUK
Duke Energy CORP
|
$94.32B | +3.1% | +35.1% | 18.6 | 2.3% |
|
NGG
National Grid PLC
|
$79.86B | +2.7% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FE | -2.0% | -5.1% | -9.0% | -4.3% | +3.3% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | -3.1% | -9.0% | -23.7% | -7.5% | -9.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.