US · Utilities · Utilities - Independent Power Producers
EPS came in at 0.16 against a street estimate of 3.20 — a miss of 95.0%.
Analysts rate Talen Energy Corporation a strong buy (9 buy, 0 hold, 0 sell out of 9) with an average price target of $459.94.
CONFIDENT Talen delivered strong Q2 EBITDA of $374M and FCF of $212M. Updated 2026 guidance higher post-Cornerstone. Forecasts $40/share FCF in 2028, seeing robust PJM fundamentals and expanding data center opportunities. Q2 2026 PPL zone dominates growth narrative. Basis compression and load influx seen as multi-year tailwind. AEP Ohio cited as secondary hub but less detailed in call. Analysts pressed regulatory clarity (RBP, IRAS), contract timing, and basis monetization. Management deferred full IRAS judgment, emphasized that hybrid strategy provides safe harbor, and stressed customer time allocation (not regulatory) as real constraint. Confidence in PPL load absorption offsetting near-term basis noise. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.56% |
| Rubric Capital Management LP | 7.54% |
| MFN Partners Management, LP | 6.28% |
| ECP ControlCo, LLC | 5.02% |
| Vanguard Portfolio Management, LLC | 4.39% |
| Vanguard Capital Management, LLC | 4.28% |
| Reaves W H & Co Inc | 3.09% |
| Sachem Head Capital Management LP | 2.87% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 TALEN ENERGY CORPORATION – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Loss Q2 2026: $92 million (vs. Net Income $72 million in Q2 2025) • Net | 2026-08-05 |
| Results announced · Q3 2026 TALEN ENERGY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP Net Loss Attributable to Stockholders: $(92) million (vs. net income of $72 mi | 2026-08-05 |
| Reg FD disclosure · Q3 2026 TALEN ENERGY CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics, earnings figures, or quantitative results disclosed in | 2026-07-14 |
| Material agreement · Q2 2026 TALEN ENERGY CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition price: $3.45 billion total consideration • Cash component: $2.55 billion | 2026-06-15 |
| Material agreement · Q2 2026 TALEN ENERGY CORPORATION - FORM 8-K SUMMARY May 20, 2026 --- HEADLINE NUMBERS • Amended credit facilities totaling $2.585 billion across three loan | 2026-05-21 |
| Quarterly report · Q1 2026 TALEN ENERGY CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $63 million vs. net loss Q1 2025: ($135 million) — swing of $ | 2026-05-05 |
| Proxy statement · Q2 2026 TALEN ENERGY CORPORATION – 2026 PROXY SUMMARY CEO COMPENSATION • Mark McFarland (CEO) Total 2025 Compensation: $12,155,000 • This represents compens | 2026-03-19 |
| Annual report FY2025 TALEN ENERGY CORPORATION – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market cap: approximately $13.3 billion as of June 30, 2025 (45,659,227 shares | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquired companies become guarantors under debt instruments; credit facility expanded On June 15, 2026, the company completed an acquisition of multiple companies (the Acquired Companies) for approximately $2.55 billion in cash plus 2.4 million shares of stock. The cash was f | 2026-06-15 |
| Acquisition of three gas turbine power generation facilities for $3.45 billion Talen Energy Corporation agreed to acquire three natural gas power generation facilities for $3.45 billion. The deal includes two major combined cycle plants (1,218 MW in Indiana and 869 MW | 2026-01-15 |
| Completes $2.69B debt offerings to fund acquisition of power generation assets Talen Energy completed a $2.69 billion debt offering on October 27, 2025, issuing two series of senior notes: $1.40 billion due 2034 at 6.25% interest and $1.29 billion due 2036 at 6.50% int | 2025-10-27 |
| Acquisition of two natural gas power generation plants for $3.79 billion Talen Energy announced financing activities and an acquisition update on October 9, 2025. The company's subsidiary is raising $1.2 billion through a term loan facility at SOFR + 200 basis po | 2025-10-10 |
| Acquires two natural gas power plants for $3.79 billion total Talen Energy Corporation announced three major transactions in its October 2025 8-K filing: **Acquisitions:** Talen agreed to purchase two natural gas power plants from Caithness Energy for | 2025-10-06 |
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Google PlayApp StoreData updated 2026-09-18.