PPL Corporation Reports 2025 Earnings Growth with Strategic Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy PPL?
Source: PRnewswire
- Significant Earnings Growth: PPL Corporation reported 2025 net earnings of $1.18 billion, or $1.59 per share, representing a 33% increase from 2024's $888 million and $1.20 per share, indicating strong profitability improvements that bolster investor confidence.
- Infrastructure Investment: The company completed $4.4 billion in infrastructure investments in 2025 aimed at enhancing service quality and strengthening the grid against extreme weather, a strategic move that is expected to improve customer satisfaction and reduce future operational risks.
- Operational Efficiency Gains: PPL achieved $170 million in annual O&M savings in 2025 compared to its 2021 baseline, nearly a year ahead of schedule, which allows the company to avoid base rate increases for the next decade, thereby maintaining affordability for customers.
- Optimistic Future Outlook: PPL forecasts 2026 earnings per share in the range of $1.90 to $1.98, while extending its annual growth target of 6% to 8% through 2029, reflecting the company's confidence in future growth and commitment to shareholder returns.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PPL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PPL
Wall Street analysts forecast PPL stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 36.810
Low
36.00
Averages
40.58
High
45.00
Current: 36.810
Low
36.00
Averages
40.58
High
45.00
About PPL
PPL Corporation is an energy company. The Company is focused on providing electricity and natural gas in the United States. The Company operates through three segments: Kentucky Regulated, Pennsylvania Regulated, and Rhode Island Regulated. The Kentucky Regulated segment consists primarily of the regulated electricity generation, transmission and distribution operations conducted by Louisville Gas & Electric Company (LG&E) and Kentucky Utilities Company (KU), as well as LG&E's regulated distribution and sale of natural gas. LG&E and KU are engaged in the regulated generation, transmission, distribution and sale of electricity in Kentucky and, in KU's case, also Virginia. The Pennsylvania Regulated segment includes the regulated electricity transmission and distribution operations of PPL Electric. The Rhode Island Regulated segment includes the regulated electricity transmission and distribution operations and regulated distribution and sale of natural gas conducted by RIE.
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.
- Earnings Announcement Date: PPL is set to release its Q4 earnings on February 20 before market open, with a consensus EPS estimate of $0.42, reflecting a 23.5% year-over-year increase, which could positively influence investor sentiment.
- Revenue Expectations: The revenue is projected to reach $2.42 billion, marking a 9.5% year-over-year growth, and achieving this would further solidify PPL's market position, even as it lags behind broader indices.
- Historical Performance Review: Over the past two years, PPL has beaten EPS estimates 63% of the time and revenue estimates 88% of the time, indicating a relatively stable financial performance that enhances investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision and six downward revisions, while revenue estimates experienced one upward and one downward revision, reflecting a cautious market outlook on PPL's future performance.
See More
- Disappointing Earnings Report: PPL's Q4 Non-GAAP EPS of $0.41 misses expectations by $0.01, with revenue of $2.27 billion reflecting a 2.7% year-over-year increase but falling short by $150 million, indicating competitive pressures in the market.
- Earnings Forecast Update: The company provides a 2026 EPS forecast range of $1.90 to $1.98, with a midpoint of $1.94 representing a 7.2% increase over 2025 ongoing earnings, yet still below the consensus of $1.95, potentially impacting investor confidence.
- Capital Investment Plan: PPL updates its capital plan to project $23 billion in infrastructure investments from 2026 to 2029, resulting in an average annual rate base growth of approximately 10.3%, aimed at enhancing long-term business growth potential.
- Dividend Increase: The company announces an increase in its quarterly common stock dividend to $0.2850 per share, which, despite facing earnings pressures, may attract investors seeking stable returns and bolster market confidence.
See More
- Significant Earnings Growth: PPL Corporation reported 2025 net earnings of $1.18 billion, or $1.59 per share, representing a 33% increase from 2024's $888 million and $1.20 per share, indicating strong profitability improvements that bolster investor confidence.
- Infrastructure Investment: The company completed $4.4 billion in infrastructure investments in 2025 aimed at enhancing service quality and strengthening the grid against extreme weather, a strategic move that is expected to improve customer satisfaction and reduce future operational risks.
- Operational Efficiency Gains: PPL achieved $170 million in annual O&M savings in 2025 compared to its 2021 baseline, nearly a year ahead of schedule, which allows the company to avoid base rate increases for the next decade, thereby maintaining affordability for customers.
- Optimistic Future Outlook: PPL forecasts 2026 earnings per share in the range of $1.90 to $1.98, while extending its annual growth target of 6% to 8% through 2029, reflecting the company's confidence in future growth and commitment to shareholder returns.
See More
- Earnings Growth in 2025: PPL Corporation reported a GAAP earnings per share of $1.59 for 2025, a 33% increase from $1.20 in 2024, indicating strong performance in ongoing operations that is likely to boost investor confidence.
- 2026 Earnings Guidance: The company forecasts earnings per share for 2026 to range from $1.90 to $1.98, with a midpoint of $1.94 representing a 7.2% increase over 2025, reflecting a positive outlook on profitability that may attract further investment.
- Updated Capital Investment Plan: PPL has updated its capital investment plan to $23 billion from 2026 to 2029, expecting an average annual rate base growth of approximately 10.3%, which will support the company's long-term strategy in modernizing electricity and gas networks.
- Dividend Increase: PPL announced an increase in its quarterly common stock dividend to $0.2850 per share, up 4.6% from $0.2725, reflecting improved profitability and a continued commitment to shareholder returns.
See More
- Market Outlook: Stock futures are indicating potential gains on Friday.
- Investor Sentiment: Investors are overlooking rising oil prices.
- Focus on Inflation: Attention is shifting towards upcoming key inflation data.
- Economic Indicators: The market's reaction suggests optimism despite external pressures.
See More
- Fear Index Rises: The CNN Money Fear & Greed Index registered at 38.5 on Thursday, remaining in the 'Fear' zone and slightly down from 39, indicating heightened market anxiety that could lead to increased risk aversion among investors.
- Stock Market Weakness: The Dow Jones fell over 250 points, closing at 49,395.16, while the S&P 500 dropped 0.28% to 6,861.89, and the Nasdaq Composite declined 0.31% to 22,682.73, reflecting investor concerns over potential military intervention in Iran.
- Widening Trade Deficit: The U.S. trade deficit expanded to $70.3 billion in December from $53 billion, significantly exceeding market expectations of a $55.5 billion gap, suggesting pressures in the international trade environment that could negatively impact economic growth.
- Jobless Claims Decline: Initial jobless claims in the U.S. decreased by 23,000 to 206,000 during the second week of February, below market estimates of 225,000, indicating a relatively strong labor market that may support economic recovery.
See More










