US · Utilities · Utilities - Independent Power Producers
EPS came in at 2.55 against a street estimate of 2.36 — a beat of 8.1%.
Analysts rate Constellation Energy Corp a buy (12 buy, 4 hold, 0 sell out of 16) with an average price target of $348.30.
CONFIDENT CEG beat Q2 expectations with $2.55 adjusted EPS, raised FY26 guidance by $0.50 to $11.50–$12.50, signed ~920 MW of nuclear PPAs including Walmart's first deal, and made progress on Crane restart and PJM regulatory clarity. Q2 2026 Most nuclear assets in PJM; NY extended Ginna/Nine Mile Point 1 licenses via ZEC; ERCOT batteries arriving ahead of load, pressuring prices near-term; Illinois IRP underway, no imminent new nuclear capex disclosed. Analysts probed contract pricing specifics (management protecting customer confidentiality), co-location timeline (November rule proposal, Q1–Q2 2027 FERC order), and customer appetite for hybrid existing+new solutions (robust). Management consistently emphasized bilateral deals are separate from RBP and not dependent on pending rules. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.64% |
| Vanguard Capital Management, LLC | 5.68% |
| State Street Corp | 5.31% |
| Vanguard Portfolio Management, LLC | 4.24% |
| ECP ControlCo, LLC | 4.06% |
| Capital Research & Mgmt Co - Division 3 | 3.57% |
| Amvescap Plc. | 3.17% |
| FMR Inc | 2.87% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 CONSTELLATION ENERGY CORPORATION — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Operating Revenues (6M 2026): $18,626 million vs. $12,889 million (6M 202 | 2026-08-06 |
| Results announced · Q3 2026 CONSTELLATION ENERGY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP Net Income: $1.42 per share (down from $2.67 in Q2 2025) • Q2 2026 Adj | 2026-08-06 |
| Board / officer change · Q3 2026 CONSTELLATION ENERGY CORPORATION (CEG) - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company is Constellation Energy Corporation, a Pennsylvani | 2026-08-05 |
| Company announcement · Q3 2026 CONSTELLATION ENERGY CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • PJM Capacity Auction Results (2028-2029 Planning Year): All of Company's power pla | 2026-07-14 |
| Company announcement · Q2 2026 CONSTELLATION ENERGY CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Stock offering size: 11,000,000 shares of common stock sold by existing shareholde | 2026-06-02 |
| Quarterly report · Q1 2026 CONSTELLATION ENERGY CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Operating Revenues: $11,122 million (Q1 2026) vs $6,788 million (Q1 2025) | 2026-05-11 |
| Proxy statement · Q2 2026 CONSTELLATION ENERGY CORPORATION (CEG) – 2026 PROXY SUMMARY CEO TOTAL COMPENSATION & CHANGE • 2025 CEO (Joseph Dominguez) base salary increased 7%: | 2026-03-19 |
| Annual report FY2025 CONSTELLATION ENERGY CORPORATION - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company became world's largest private-sector power producer | 2026-02-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.43 / share ex-date Aug 18, 2026 · pay Sep 4, 2026 | 2026-08-18 |
| Dividend | $0.43 / share ex-date May 15, 2026 · pay Jun 5, 2026 | 2026-05-15 |
| Dividend | $0.43 / share ex-date Mar 9, 2026 · pay Mar 20, 2026 | 2026-03-09 |
| Dividend | $0.39 / share ex-date Nov 17, 2025 · pay Dec 5, 2025 | 2025-11-17 |
| Dividend | $0.39 / share ex-date Aug 18, 2025 · pay Sep 5, 2025 | 2025-08-18 |
| Announcement | Date |
|---|---|
| Power plants cleared in PJM capacity auction for 2028-2029 planning year Constellation Energy announced that all of its power plants in the PJM electricity market successfully cleared the capacity auction for the 2028-2029 planning year. The company secured 18,87 | 2026-07-14 |
| Company repurchases 2 million shares for $558 million Constellation Energy Corporation facilitated a secondary stock offering where existing shareholders (from the prior Calpine acquisition) sold 11 million shares to the public through underwri | 2026-06-02 |
| Scheduled conference call to discuss 2026 business and earnings outlook Constellation Energy announced it will hold a conference call on March 31, 2026 at 8:00 AM ET to discuss its 2026 business strategy and earnings outlook. The call will be webcast and made av | 2026-03-31 |
| Completed acquisition of Calpine Corporation, now indirect wholly-owned subsidiary Constellation Energy Corporation completed its acquisition of Calpine Corporation on January 7, 2026, converting Calpine into a limited liability company that is now an indirect, wholly-owne | 2026-03-20 |
| Completed merger with Calpine Corporation; debt exchange offers settled Constellation Energy completed its acquisition of Calpine Corporation on January 7, 2026, making Calpine a wholly owned subsidiary. On January 15, 2026, Constellation executed a debt exchang | 2026-01-15 |
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Google PlayApp StoreData updated 2026-09-18.