US · Utilities · Utilities - Regulated Electric
EPS came in at 0.33 against a street estimate of 0.35 — a miss of 5.7%.
Analysts rate PPL Corporation a buy (12 buy, 5 hold, 0 sell out of 17) with an average price target of $40.93.
CONFIDENT PPL reaffirmed 2026 EPS guidance ($1.90–$1.98) on solid Q2 execution. Pennsylvania rate case settled; Rhode Island pending September approval. Data center ESA pipeline expanded to 11+ GW, unlocking $10–12B incremental capex through 2032 via Invitium JV. Q2 2026 Pennsylvania ESAs grew 3.5 GW quarter-over-quarter; 6.5 GW under construction. Kentucky probability-weighted new load doubled to 3.7 GW by 2032; CPCN filing expected by year-end. Analysts pressed Invitium deal timing (bilateral vs. PJM RBP sequencing), shorter-lead technologies (batteries/fuel cells vs. CCGTs), and Pennsylvania legislative risks. Management confirmed independent bilateral path, emphasized battery/hybrid upside, and downplayed moratorium risk while acknowledging local zoning/community engagement delays as reasonable. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.40% |
| Vanguard Capital Management, LLC | 6.27% |
| Franklin Templeton Inc | 5.83% |
| State Street Corp | 5.24% |
| Vanguard Portfolio Management, LLC | 4.87% |
| Amvescap Plc. | 3.84% |
| Wellington Management Company LLP | 2.84% |
| T. Rowe Price Investment Management,Inc. | 2.76% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 PPL CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Rhode Island Energy (RIE) received regulatory approval for annual revenue increases of $44.1 mil | 2026-08-27 |
| Company announcement · Q3 2026 PPL CORPORATION FORM 8-K SUMMARY Filed August 17, 2026 | Event Date August 14, 2026 --- HEADLINE NUMBERS • Kentucky Public Service Commission (KPSC | 2026-08-17 |
| Quarterly report · Q2 2026 PPL CORPORATION – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Reporting entities: PPL Corporation (parent), PPL Electric U | 2026-08-07 |
| Results announced · Q3 2026 HEADLINE NUMBERS • Q2 2026 reported earnings (GAAP): $0.30 per share vs. $0.25 per share in Q2 2025 (20% increase) • Q2 2026 ongoing earnings: $0.33 | 2026-08-07 |
| Board / officer change · Q2 2026 PPL CORPORATION FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • PPL Corporation is a publicly traded utility and energy company incorporated in Pen | 2026-06-30 |
| Quarterly report · Q1 2026 PPL CORPORATION FORM 10-Q SUMMARY (Q1 2026) HEADLINE NUMBERS • Company: PPL Corporation, a large accelerated filer (regulated utility holding compan | 2026-05-08 |
| Proxy statement · Q2 2026 PPL CORPORATION PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 — Election of Nine Directors: Vote FOR each of nine direct | 2026-04-01 |
| Annual report FY2025 PPL CORPORATION FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • PPL Corporation reported results for fiscal year ended December 31, 2025 • | 2026-02-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.28 / share ex-date Sep 10, 2026 · pay Oct 1, 2026 | 2026-09-10 |
| Dividend | $0.28 / share ex-date Jun 10, 2026 · pay Jul 1, 2026 | 2026-06-10 |
| Dividend | $0.28 / share ex-date Mar 10, 2026 · pay Apr 1, 2026 | 2026-03-10 |
| Dividend | $0.27 / share ex-date Dec 10, 2025 · pay Jan 2, 2026 | 2025-12-10 |
| Dividend | $0.27 / share ex-date Sep 10, 2025 · pay Oct 1, 2025 | 2025-09-10 |
| Announcement | Date |
|---|---|
| Regulatory approval for new generation and storage assets, rate increases granted Kentucky's Public Service Commission approved rate increases for PPL Corporation's subsidiaries Louisville Gas and Electric (LG&E) and Kentucky Utilities (KU) on February 16, 2026. The key n | 2026-02-17 |
| KPSC approves certificates for new natural gas generation units and environmental facility On October 28, 2025, Kentucky regulators approved major infrastructure projects for Louisville Gas and Electric Company and Kentucky Utilities Company. The Kentucky Public Service Commission | 2025-10-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for PPL Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.