OGE Energy Q4 Earnings Beat Expectations with $0.34 EPS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy OGE?
Source: seekingalpha
- Earnings Highlights: OGE Energy reported a Q4 GAAP EPS of $0.34, beating expectations by $0.02, while revenue of $725.8 million fell 4.6% year-over-year but exceeded forecasts by $155.16 million, demonstrating resilience amid challenges.
- Future Guidance: The company projects a consolidated earnings guidance midpoint of $2.43 per average diluted share for 2026, within a range of $2.38 to $2.48, slightly below the consensus of $2.42, reflecting cautious optimism about future profitability.
- Segment Performance: OG&E, the electric utility, is expected to report earnings of $2.57 per average diluted share, while the holding company anticipates a loss of $0.14 per share, indicating disparities in profitability across business segments that may affect investor confidence.
- Growth Expectations: OGE Energy forecasts annual consolidated EPS growth of 5% to 7% from the 2026 guidance midpoint, targeting the upper half of this range through 2028, signaling strong confidence in future earnings growth.
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Analyst Views on OGE
Wall Street analysts forecast OGE stock price to rise
7 Analyst Rating
2 Buy
5 Hold
0 Sell
Moderate Buy
Current: 46.730
Low
44.00
Averages
49.00
High
55.00
Current: 46.730
Low
44.00
Averages
49.00
High
55.00
About OGE
OGE Energy Corp. is a holding company whose primary investment provides electricity in Oklahoma and western Arkansas. The Company reports its operations primarily through a single segment, the electric company. Its electric company operations are conducted through its wholly-owned subsidiary, Oklahoma Gas and Electric Company (OG&E), which generates, transmits, distributes, and sells electric energy in Oklahoma and western Arkansas. OG&E provides retail electric service to approximately 907,000 customers in Oklahoma and western Arkansas throughout a service area that covers 30,000 square miles, including Oklahoma City, Fort Smith, Arkansas, and other large communities with their contiguous rural and suburban areas. The Company’s other operations primarily include the operations of the holding company and other energy-related investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
OGE Energy Reports Strong Q4 2025 Earnings and Growth Outlook
- Strong Financial Performance: OGE Energy reported a consolidated net income of approximately $471 million or $2.32 per share for 2025, up from $442 million or $2.19 per share in 2024, driven by capital investment recovery and robust load growth, indicating a solid operational foundation.
- Future Growth Outlook: The company is guiding for consolidated earnings of $2.43 per share in 2026, representing a 7% increase from the 2025 midpoint, while setting a long-term EPS growth target of 5%-7%, reflecting confidence in sustained performance.
- Customer Contract Developments: OGE is finalizing a 1 gigawatt contract with data center customer X and plans to file a large load tariff by midyear, highlighting the company's proactive approach in securing significant customer contracts amid strong market demand.
- Investment and Regulatory Strategy: Management emphasized advancing their transmission strategy and plans for a rate review in Oklahoma, showcasing the company's forward-thinking approach to capital allocation and regulatory compliance as it navigates growth opportunities.
See More
OGE Energy Declares Quarterly Dividend of $0.425
- Quarterly Dividend Announcement: OGE Energy declares a quarterly dividend of $0.425 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield of 3.66% provides investors with a relatively attractive return, reflecting the company's robust performance in the current market environment.
- Shareholder Record Dates: The dividend will be payable on April 24, with a record date of April 6 and an ex-dividend date also on April 6, ensuring shareholders receive timely returns and enhancing their willingness to hold shares.
- Financial Performance Beats Expectations: OGE Energy reported a GAAP EPS of $0.34 for Q4 2025, beating expectations by $0.02, with revenue of $725.8 million exceeding forecasts by $155.16 million, showcasing the company's strong growth potential driven by transmission and data center demand.
See More
OGE Energy Reports Yearly Earnings Growth Driven by Revenue Increase
- Yearly Earnings Growth: OGE Energy reported a net income of $470.7 million for the 12 months ending December 31, 2025, translating to earnings of $2.32 per share, an increase from $441.5 million and $2.19 per share in the previous year, indicating enhanced profitability.
- Operating Income Increase: The operating income rose to $799.4 million in fiscal 2025 from $745.3 million in 2024, reflecting the company's positive performance in revenue growth and further solidifying its market position.
- Future Earnings Outlook: OGE Energy anticipates consolidated earnings per share for fiscal 2026 to range between $2.38 and $2.48, an increase from $2.32 in fiscal 2025, demonstrating the company's confidence in future profitability growth.
- Dividend Payment Plan: The Board has announced a dividend of $0.425 per share to be paid on April 24 to shareholders of record as of April 6, indicating a commitment to returning value to shareholders while maintaining growth in earnings.
See More
OGE Energy to Host Q4 2025 Earnings Call
- Earnings Call Announcement: OGE Energy Corp. will host a conference call on February 18, 2026, at 9:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial insights and operational updates.
- Live Webcast Access: Investors can access the live webcast of the call through a dedicated page on OGE's official website, ensuring transparent information dissemination and real-time interaction to enhance understanding of the company's performance.
- Importance of Disclosure: This call will serve as a platform for OGE Energy to share its financial performance and future outlook, helping investors assess the company's financial health and market positioning, thereby bolstering market confidence.
- Strengthening Investor Relations: By conducting regular earnings calls, OGE Energy is committed to enhancing communication with investors and increasing company transparency, which is crucial for maintaining strong investor relations in the competitive energy market.
See More
OGE Energy Reports Earnings Growth in 2025 Financial Results
- Earnings Growth: OGE Energy reported earnings of $2.32 per diluted share for 2025, up 5.9% from $2.19 in 2024, reflecting the company's ongoing commitment to delivering reliable electricity at low rates, thereby enhancing its competitive position in the market.
- OG&E Contribution: OG&E's net income for 2025 was $499.8 million, or $2.47 per diluted share, compared to $469.9 million and $2.33 per share in 2024, primarily driven by capital investment recovery and strong load growth, indicating robust performance in the electricity market.
- Fourth Quarter Performance: In Q4 2025, OGE Energy reported net income of $69.2 million, or $0.34 per diluted share, down from $101.9 million and $0.50 per share in Q4 2024, mainly due to increased operation and maintenance expenses impacting short-term profitability.
- 2026 Outlook: OGE Energy forecasts a midpoint earnings guidance of $2.43 per diluted share for 2026, with an annual growth rate between 5% and 7%, demonstrating confidence in future growth and plans to achieve targets through ongoing investments and operational optimization.
See More
OGE Energy Reports Earnings Growth in 2025
- Earnings Growth: OGE Energy reported earnings of $2.32 per diluted share in 2025, a 6% increase from $2.19 in 2024, reflecting the company's stable performance and enhanced profitability in the electricity market.
- Significant Contribution from OG&E: OG&E contributed a net income of $499.8 million, or $2.47 per diluted share in 2025, up from $2.33 in 2024, primarily driven by capital investment recovery and strong load growth.
- Quarterly Performance Fluctuation: In Q4 2025, OGE Energy's net income was $69.2 million, or $0.34 per diluted share, down 32% from $0.50 in the same period of 2024, mainly due to increased operating and maintenance expenses and tax changes.
- Optimistic Future Outlook: OGE Energy forecasts a consolidated earnings guidance midpoint of $2.43 per share for 2026, with an annual growth rate between 5% and 7%, indicating confidence in future growth and a proactive response to market demand.
See More
OGE Energy Reports Strong Q4 2025 Earnings and Growth Outlook
- Strong Financial Performance: OGE Energy reported a consolidated net income of approximately $471 million or $2.32 per share for 2025, up from $442 million or $2.19 per share in 2024, driven by capital investment recovery and robust load growth, indicating a solid operational foundation.
- Future Growth Outlook: The company is guiding for consolidated earnings of $2.43 per share in 2026, representing a 7% increase from the 2025 midpoint, while setting a long-term EPS growth target of 5%-7%, reflecting confidence in sustained performance.
- Customer Contract Developments: OGE is finalizing a 1 gigawatt contract with data center customer X and plans to file a large load tariff by midyear, highlighting the company's proactive approach in securing significant customer contracts amid strong market demand.
- Investment and Regulatory Strategy: Management emphasized advancing their transmission strategy and plans for a rate review in Oklahoma, showcasing the company's forward-thinking approach to capital allocation and regulatory compliance as it navigates growth opportunities.
See More
OGE Energy Declares Quarterly Dividend of $0.425
- Quarterly Dividend Announcement: OGE Energy declares a quarterly dividend of $0.425 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield of 3.66% provides investors with a relatively attractive return, reflecting the company's robust performance in the current market environment.
- Shareholder Record Dates: The dividend will be payable on April 24, with a record date of April 6 and an ex-dividend date also on April 6, ensuring shareholders receive timely returns and enhancing their willingness to hold shares.
- Financial Performance Beats Expectations: OGE Energy reported a GAAP EPS of $0.34 for Q4 2025, beating expectations by $0.02, with revenue of $725.8 million exceeding forecasts by $155.16 million, showcasing the company's strong growth potential driven by transmission and data center demand.
See More
OGE Energy Reports Yearly Earnings Growth Driven by Revenue Increase
- Yearly Earnings Growth: OGE Energy reported a net income of $470.7 million for the 12 months ending December 31, 2025, translating to earnings of $2.32 per share, an increase from $441.5 million and $2.19 per share in the previous year, indicating enhanced profitability.
- Operating Income Increase: The operating income rose to $799.4 million in fiscal 2025 from $745.3 million in 2024, reflecting the company's positive performance in revenue growth and further solidifying its market position.
- Future Earnings Outlook: OGE Energy anticipates consolidated earnings per share for fiscal 2026 to range between $2.38 and $2.48, an increase from $2.32 in fiscal 2025, demonstrating the company's confidence in future profitability growth.
- Dividend Payment Plan: The Board has announced a dividend of $0.425 per share to be paid on April 24 to shareholders of record as of April 6, indicating a commitment to returning value to shareholders while maintaining growth in earnings.
See More
OGE Energy to Host Q4 2025 Earnings Call
- Earnings Call Announcement: OGE Energy Corp. will host a conference call on February 18, 2026, at 9:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial insights and operational updates.
- Live Webcast Access: Investors can access the live webcast of the call through a dedicated page on OGE's official website, ensuring transparent information dissemination and real-time interaction to enhance understanding of the company's performance.
- Importance of Disclosure: This call will serve as a platform for OGE Energy to share its financial performance and future outlook, helping investors assess the company's financial health and market positioning, thereby bolstering market confidence.
- Strengthening Investor Relations: By conducting regular earnings calls, OGE Energy is committed to enhancing communication with investors and increasing company transparency, which is crucial for maintaining strong investor relations in the competitive energy market.
See More
OGE Energy Reports Earnings Growth in 2025 Financial Results
- Earnings Growth: OGE Energy reported earnings of $2.32 per diluted share for 2025, up 5.9% from $2.19 in 2024, reflecting the company's ongoing commitment to delivering reliable electricity at low rates, thereby enhancing its competitive position in the market.
- OG&E Contribution: OG&E's net income for 2025 was $499.8 million, or $2.47 per diluted share, compared to $469.9 million and $2.33 per share in 2024, primarily driven by capital investment recovery and strong load growth, indicating robust performance in the electricity market.
- Fourth Quarter Performance: In Q4 2025, OGE Energy reported net income of $69.2 million, or $0.34 per diluted share, down from $101.9 million and $0.50 per share in Q4 2024, mainly due to increased operation and maintenance expenses impacting short-term profitability.
- 2026 Outlook: OGE Energy forecasts a midpoint earnings guidance of $2.43 per diluted share for 2026, with an annual growth rate between 5% and 7%, demonstrating confidence in future growth and plans to achieve targets through ongoing investments and operational optimization.
See More
OGE Energy Reports Earnings Growth in 2025
- Earnings Growth: OGE Energy reported earnings of $2.32 per diluted share in 2025, a 6% increase from $2.19 in 2024, reflecting the company's stable performance and enhanced profitability in the electricity market.
- Significant Contribution from OG&E: OG&E contributed a net income of $499.8 million, or $2.47 per diluted share in 2025, up from $2.33 in 2024, primarily driven by capital investment recovery and strong load growth.
- Quarterly Performance Fluctuation: In Q4 2025, OGE Energy's net income was $69.2 million, or $0.34 per diluted share, down 32% from $0.50 in the same period of 2024, mainly due to increased operating and maintenance expenses and tax changes.
- Optimistic Future Outlook: OGE Energy forecasts a consolidated earnings guidance midpoint of $2.43 per share for 2026, with an annual growth rate between 5% and 7%, indicating confidence in future growth and a proactive response to market demand.
See More
