WEC

Current Share Price Analysis: SDY's current share price is $133.42, situated between its 52-week low of $124.37 and high of $144.45, with a focus on the significance of comparing this price to the 200-day moving average for technical analysis.

Understanding ETFs: Exchange-traded funds (ETFs) function like stocks but involve trading "units" that can be created or destroyed based on investor demand, impacting the underlying holdings and necessitating monitoring of weekly changes in shares outstanding.

SPY Stock Performance: The SPDR S&P 500 ETF Trust (SPY) has increased by 0.21% over the past week and 9.66% over the last year, with a current analyst consensus rating of Moderate Buy and an average price target suggesting a 22% upside.

Holdings Analysis: SPY's top holdings with the highest upside potential include First Solar and United Airlines, while those with the greatest downside risk include Texas Pacific Land and Consolidated Edison; overall, SPY's ETF Smart Score is seven, indicating expected market performance.

WEC Energy Group Performance: WEC Energy, a large-cap utility company with a market cap of $34 billion, has seen significant stock growth, outperforming the Nasdaq Composite with a 33.8% increase over the past year, despite a recent drop following mixed Q4 results.

Analyst Outlook: Despite its strong performance relative to peers, analysts maintain a cautious stance on WEC Energy's long-term prospects, with a consensus rating of "Hold" and the stock trading slightly above its mean price target of $103.17.

BofA's Stock Screening Strategy: Bank of America recommends investing in stocks that have historically performed well during market downturns, focusing on those with low crowding risk and minimal earnings volatility. They identified 36 high-quality stocks that have outperformed in at least 80% of significant market pullbacks since the 1980s.

Highlighted Stocks: Among the 36 stocks recommended by BofA are well-known companies such as Verizon, Costco, Johnson & Johnson, and Procter & Gamble, which are characterized by strong S&P quality ratings and underweight positions by active fund managers.

Analyst Rating and Price Target: Barclays analyst Nicholas Campanella maintains a Hold rating on WEC Energy Group with a price target of $93.00, while the stock closed at $107.12, reflecting a Moderate Buy consensus with a price target average of $102.68.

Insider Activity and Market Sentiment: Recent insider activity shows negative sentiment towards WEC Energy Group, with 70 insiders selling shares, including a significant sale by Director Gale Klappa of 75,000 shares valued at over $8 million.

WEC Energy Group Inc Overview: WEC Energy Group Inc is included in the iShares S&P 1500 Index ETF and represents 1.70% of the SPDR S&P Dividend ETF, with a significant annual dividend of $3.57/share and a strong history of consistent dividend payments.

Dividend Characteristics: The company has been recognized for its solid returns, accelerating dividend increases, flawless payment history, and enduring commitment to dividends over at least two decades.

Dividend Investment Strategy: The report emphasizes that dividend investors focus on strong, profitable companies with attractive valuations, utilizing a proprietary DividendRank formula to identify promising stocks for further research.

WEC Energy Group Dividends: WEC Energy Group Inc pays an annualized dividend of $3.57 per share, with a recent ex-dividend date of February 14, 2025, highlighting the importance of analyzing a company's long-term dividend history for investment decisions.

Dividend-Increasing Companies: TXNM Energy, Altria, and WEC Energy have a strong history of increasing dividends, making them attractive to income-focused investors with yields up to 7%.

Recent Financial Performance: Each company has reported significant annual revenues, but some missed consensus estimates in their latest earnings releases, indicating mixed financial performance despite their reliable dividend payouts.

Put Contract Analysis: Selling a put contract at a $100 strike price allows an investor to potentially buy WEC shares at a discount while collecting a premium, with a 66% chance of the contract expiring worthless, yielding a 3.00% return on cash commitment.

Call Contract Strategy: Purchasing shares and selling a covered call at a $110 strike price could yield a total return of 9.13% if called away, with a 53% chance of the contract expiring worthless, providing a potential 4.56% additional return.

Overbought Stocks in Utilities Sector: As of February 27, 2025, three utility stocks—WEC Energy Group (RSI 70.1), Alliant Energy (RSI 74.9), and Avista Corp (RSI 71.8)—are considered overbought, indicating potential caution for momentum-focused investors.

Recent Performance Highlights: WEC reported disappointing Q4 results but saw a stock gain of 5%, Alliant posted better-than-expected earnings with a 7% increase, and Avista had mixed results with an 8% rise in stock value over the past month.

Current Share Price Analysis: SDY's share price is currently at $137.56, with a 52-week low of $124.37 and a high of $144.45, indicating its performance within the trading range.

Understanding ETFs: Exchange traded funds (ETFs) function like stocks but involve trading "units" that can be created or destroyed based on investor demand, impacting the underlying holdings significantly.

Performance Overview: The Quiver Shelley Moore Capito Strategy, which tracks stocks held by Congressmember Shelley Moore Capito, has achieved a 10.25% CAGR since inception and shows varying returns across different time frames, including a 14.50% return over the past year.

Recent Position Changes: Recent rebalancing revealed significant changes in stock positions, with notable increases in MSFT (+8.34%) and AAPL (+3.43%), while UBSI saw a substantial decrease (-17.75%).

Company Overview and Performance: WEC Energy Group, valued at $32.4 billion, provides regulated energy services and has outperformed the broader market with a 35.7% increase in shares over the past year, compared to the S&P 500's 23.5% gain.

Earnings Report and Analyst Ratings: Despite a weaker-than-expected Q4 earnings report, WEC reaffirmed its 2025 earnings guidance, with analysts projecting a 7.2% EPS growth for the current fiscal year; the consensus rating among analysts is "Hold."

Analyst Ratings Overview: Seven analysts have recently updated their ratings on WEC Energy Group, showing a mix of bullish and bearish sentiments, with an average 12-month price target of $104.14, reflecting a positive shift from previous estimates.

Financial Performance Insights: WEC Energy Group has experienced a decline in revenue growth of approximately -4.8% over the past three months, while maintaining a strong net margin of 12.88%, but facing challenges with lower return metrics compared to industry averages.

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Analyst Ratings: Andrew Weisel from Scotiabank maintains a Buy rating on WEC Energy Group with a price target of $110.00, while Wells Fargo also reiterates a Buy rating with a target of $115.00; the current analyst consensus is a Hold with an average price target of $103.04.

Insider Activity: Recent corporate insider activity shows negative sentiment towards WEC Energy Group, with an increase in insiders selling shares, including a notable sale by President & CEO Scott Lauber of 6,720 shares for approximately $678,000.

U.S. Stock Market Performance: U.S. stocks showed resilience amid rising geopolitical tensions and trade uncertainties, with major indices like the Russell 2000 and Nasdaq 100 posting gains, while energy stocks outperformed due to fluctuating oil prices.

China's Trade Response: In retaliation to President Trump's tariffs, China implemented countermeasures including increased tariffs on select U.S. imports and added companies like PVH Corp. and Illumina Inc. to its "Unreliable Entity List," impacting market dynamics and individual stock performances.

Consumer Products Sector Performance: The Consumer Products sector is the worst performing, down 0.9%, with Estee Lauder and Clorox showing significant losses of 14.4% and 6.7%, respectively. The iShares U.S. Consumer Goods ETF is also down 1.1% on the day.

Utilities Sector Performance: The Utilities sector follows closely with a 0.8% loss, led by Dominion Energy and WEC Energy Group, which are down 4.7% and 1.8%. The Utilities Select Sector SPDR ETF is down 1.0% for the day but up 2.44% year-to-date.

Equity Issuance: WEC Energy plans to issue $700M-$800M of common equity in 2025.

Earnings Performance: The company anticipates Q1 EPS between $2.13 and $2.23, surpassing the consensus estimate of $1.70.

Q1 Guidance Assumptions: The guidance provided assumes normal weather conditions for the remainder of Q1, based on insights from the Q4 earnings conference call.

WEC Energy Price Target Updates: WEC Energy's price targets have been raised by multiple analysts, with BofA increasing it to $98, Guggenheim to $104, and Evercore ISI to $105.