
Overview
U.S. energy firm's 2025 ongoing EPS grew 7.1% yr/yr to $1.81
Company forecasts 2026 EPS range of $1.90 to $1.98, midpoint up 7.2%
Company plans $23 bln in infrastructure investments from 2026 to 2029
Outlook
Company provides 2026 earnings forecast range of $1.90 to $1.98 per share
PPL extends annual EPS growth target of 6% to 8% through at least 2029
Company updates capital plan to $23 bln from 2026 through 2029
Result Drivers
INFRASTRUCTURE INVESTMENTS - PPL completed $4.4 bln in capital investments to strengthen grid and improve service reliability
O&M SAVINGS - Achieved $170 mln in annual O&M savings, contributing to earnings growth
SERVICE RELIABILITY - Despite increased storm activity, PPL delivered top-quartile reliability due to investments in electricity and gas networks
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 EPS |
| $0.36 |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the multiline utilities peer group is "buy"
Wall Street's median 12-month price target for PPL Corp is $40.50, about 9.5% above its February 19 closing price of $36.97
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nPn5tRy8wa
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