PPL Corp
PPLUtilities·Utilities - Regulated Electric·USA·Large·NYSE·Nov 12 • 3:59 PM ET
35.21-0.17 (-0.48%)
2026-11-13 14:26 CET
Market cap
$26.50B
Revenue, TTM
9,657.00 USD m
Net income, TTM
1,314.00 USD m
Free cash flow, TTM
-2,088.00 USD m
EPS diluted, TTM
1.74
20.21
Price
PPL against its 20, 50 and 200-day averagesPatternshover a marker to name it
12.2% under the 52-week high of 40.11 on 13 Apr 2026. 52-week low 31.56 on 25 Sep 2026. Last 15 sessions, 5.1% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 14
CANSLIM 2 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%
VCP 3 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High
Minervini 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 2 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 2 of 5 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; 52-Week High/Low: 0-10% below High
Breakout 1 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 200-Day Simple Moving Average: Price above SMA200
Growth 0 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 1 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 1 of 4 — fails: P/E: Under 15; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 1 of 4 — fails: Float: Under 100M; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 1 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200; Performance: Year Up
Relative Strength 1 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200
Profile
PPL52-week range, 43% of the way up
31.5640.11
PPL Corp. engages in the generation, transmission and distribution of electricity. It operates through the following segments: Kentucky Regulated, Pennsylvania Regulated, and Rhode Island Regulated. The Kentucky Regulated segment consists of LKE's regulated electricity generation, transmission and distribution operations of Louisville Gas and Electric Company and Kentucky Utilities Company as well as regulated distribution and sale of natural gas of Louisville Gas and Electric Company. The Rhode Island Regulated segment primarily consists of regulated electricity transmission and distribution operations and regulated distribution and sale of natural gas conducted by RIE. The Pennsylvania Regulated segment consists of the regulated electricity transmission and distribution operations of PPL Electric Utilities Corporation. The company was founded on June 4, 1920 and is headquartered in Allentown, PA.
| Index | S&P 500, RUI |
|---|---|
| Employees | 6546 |
| IPO | Sep 17, 1948 |
| Beta | 0.56 |
| ATR, 14d | 0.58 |
| Rel volume | 0.00 |
| Short float | 4.58% |
| Insider own | 0.21% |
| Inst own | 93.37% |
Snapshot
6 groupsValuation
| Index | S&P 500, RUI |
|---|---|
| Market Cap | $26.50B |
| Enterprise Value | 46.99B |
| Income | 1.31B |
| Sales | 9.66B |
| Book / share | 20.00 |
| Cash / share | 0.52 |
| Dividend Est. | 1.14 (3.25%) |
| Dividend TTM | 1.13 (3.20%) |
| Dividend Ex-Date | 2026-09-10 |
| Dividend Gr. 3/5Y | 7.39% -8.07% |
| Payout | 68.72% |
| Employees | 6546 |
| IPO | Sep 17, 1948 |
Ratios
| Price / earnings | 20.21 |
|---|---|
| Forward price / earnings | 16.64 |
| Price / earnings / growth | 2.01 |
| Price / sales | 2.74 |
| Price / book | 1.76 |
| Price / cash | 67.42 |
| Price / free cash flow | - |
| Value / cash profit | 12.13 |
| Value / sales | 4.87 |
| Quick Ratio | 0.60 |
| Current Ratio | 0.75 |
| Debt / equity | 1.37 |
| Long-term debt / equity | 1.31 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 1.74 |
|---|---|
| Earnings next year | 2.12 |
| Earnings next quarter | 0.46 |
| Earnings this year | 7.57% |
| Earnings next year | 8.67% |
| Earnings growth, 5 years | 8.27% |
| Past earnings growth | 15.68% -3.63% |
| Past sales growth | 4.59% 10.56% |
| Earnings vs last year | 18.71% |
| Sales vs last year | 7.55% |
| Earnings vs last quarter | 13.74% |
| Sales vs last quarter | 11.52% |
| Earnings | Nov 06 BMO |
| Surprise | 1.73% 3.50% |
Ownership
| Insiders own | 0.21% |
|---|---|
| Insider trades | -0.78% |
| Institutions own | 93.37% |
| Institution trades | 5.58% |
| Return on assets | 2.88% |
| Return on equity | 8.87% |
| Return on capital | 3.75% |
| Gross Margin | 29.10% |
| Operating margin | 24.42% |
| Profit Margin | 13.61% |
| 20-day average | -0.37% |
| 50-day average | 2.66% |
| 200-day average | -2.32% |
Technical
| Shares out | 752.54M |
|---|---|
| Shares floating | 750.99M |
| Short / float | 4.58% |
| Short ratio | 4.47 |
| Short interest | 34.42M |
| 52-week high | 40.11 -12.2% |
| 52-week low | 31.56 +11.6% |
| Volatility | 1.59% 1.68% |
| Average range | 0.58 |
| Strength index | 51.81 |
| Market sensitivity | 0.56 |
| Relative volume | 0.00 |
| Avg Volume | 7.70M |
| Volume | 0 |
Performance
| Perf Week | -2.19% |
|---|---|
| Perf Month | 1.32% |
| Perf Quarter | -2.25% |
| Perf Half Y | -1.59% |
| Perf YTD | 0.54% |
| Perf Year | -4.53% |
| Perf 3Y | 38.95% |
| Perf 5Y | 23.11% |
| Perf 10Y | 6.21% |
| Recommendation | 1.57 |
| Target Price | 40.12 |
| Prev Close | 35.21 |
| Price | 35.21 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 27, 2026 | Initiated | Truist | Buy | $41 | +16.4% |
| Oct 22, 2026 | Initiated | HSBC Securities | Buy | $42 | +19.3% |
| Sep 29, 2026 | Initiated | Scotiabank | Sector Outperform | $36 | +2.2% |
| Sep 15, 2026 | Initiated | RBC Capital Mkts | Sector Perform | $35 | -0.6% |
| Feb 24, 2026 | Upgrade | Barclays | Equal Weight → Overweight | $40 | +13.6% |
| Oct 28, 2025 | Initiated | Wells Fargo | Overweight | $43 | +22.1% |
| Oct 22, 2025 | Initiated | BTIG Research | Buy | $44 | +25.0% |
| Oct 07, 2025 | Initiated | Evercore ISI | Outperform | $43 | +22.1% |
| Dec 11, 2024 | Initiated | BMO Capital Markets | Outperform | $36 | +2.2% |
| Oct 25, 2024 | Initiated | JP Morgan | Overweight | $37 | +5.1% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| EXC | Exelon Corp | 47.22B |
| FE | Firstenergy Corp | 26.91B |
| ES | Eversource Energy | 26.83B |
| AEP | American Electric Power Company Inc | 70.89B |
| CNP | Centerpoint Energy Inc | 27.14B |
| PEG | Public Service Enterprise Group Inc | 37.29B |
| AEE | Ameren Corp | 31.44B |
| DTE | DTE Energy Co | 28.98B |
| WEC | WEC Energy Group Inc | 38.50B |
| DUK | Duke Energy Corp | 99.70B |
Insider trading
latest 14 of 52| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Stark Wendy E | EVP & CLO | Oct 15 '26 | Sale | 35.11 | 5,406 | 189,805 | 99,220 | Oct 16 04:04 PM |
| Stark Wendy E | Officer | Oct 15 '26 | Proposed Sale | 35.11 | 5,406 | 189,805 | Oct 15 01:25 PM | |
| Martin Christine M | President of a PPL Subsidiary | Sep 01 '26 | Option Exercise | 34.47 | 1,212 | 41,778 | 47,948 | Sep 02 04:05 PM |
| Cornett John Gregory | President of a PPL Subsidiary | Jun 12 '26 | Sale | 35.56 | 7,051 | 250,734 | 7,769 | Jun 15 07:31 PM |
| Cornett John Gregory | Officer | Jun 12 '26 | Proposed Sale | 35.56 | 7,051 | 250,734 | Jun 12 11:07 AM | |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | Apr 24 '26 | Option Exercise | 38.75 | 81 | 3,156 | 42,242 | Apr 28 04:08 PM |
| Bonenberger David J | EVP & COO-Utilities | Apr 24 '26 | Option Exercise | 38.75 | 217 | 8,390 | 72,056 | Apr 28 04:06 PM |
| Bergstein Joseph P Jr | EVP and CFO | Feb 20 '26 | Option Exercise | 37.44 | 21,118 | 790,658 | 223,740 | Feb 24 05:16 PM |
| Bonenberger David J | EVP & COO-Utilities | Feb 20 '26 | Option Exercise | 37.44 | 7,875 | 294,840 | 75,215 | Feb 24 05:14 PM |
| Crockett John R III | President of a PPL Subsidiary | Feb 20 '26 | Option Exercise | 37.44 | 9,227 | 345,459 | 56,341 | Feb 24 05:13 PM |
| Gosman Angela K | EVP and CHRO | Feb 20 '26 | Option Exercise | 37.44 | 8,670 | 324,605 | 60,456 | Feb 24 05:11 PM |
| Henninger Tadd J | SVP-Finance and Treasurer | Feb 20 '26 | Option Exercise | 37.44 | 3,374 | 126,323 | 23,936 | Feb 24 05:07 PM |
| Martin Christine M | President of a PPL Subsidiary | Feb 20 '26 | Option Exercise | 37.44 | 2,993 | 112,058 | 47,588 | Feb 24 05:05 PM |
| Stark Wendy E | EVP & CLO | Feb 20 '26 | Option Exercise | 37.44 | 14,621 | 547,410 | 111,026 | Feb 24 05:03 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| VOO | Vanguard S&P 500 ETF | AUM: 1070.75B |
| VO | Vanguard Morningstar Mid-Cap ETF | AUM: 108.45B |
| XLU | State Street Utilities Select Sector SPDR ETF | AUM: 23.73B |
| IVV | iShares Core S&P 500 ETF | AUM: 882.14B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 805.69B |
| VTV | Vanguard Morningstar Value ETF | AUM: 198.14B |
| DVY | iShares Select Dividend ETF | AUM: 23.78B |
| RSP | Invesco S&P 500 Equal Weight ETF | AUM: 105.70B |
| VPU | Vanguard Utilities ETF | AUM: 8.20B |
News
latest 14 of 200- PPL increases capital plan to $25B with proposed Kentucky gas plant (Utility Dive)
- PPL's In-Line Quarter Takes A Back Seat To A Raised Growth Outlook, A Bigger Capital Plan And A Larger Equity Bill (Earnings Whispers)
- PPL: Q3 Earnings Snapshot (Associated Press)
- PPL Corporation Delivers Strong Third-Quarter 2026 Earnings; Raises Long-Term EPS Growth Outlook (PR Newswire)
- PPL Needs Rate Relief To Show Up In Earnings As Data Center Pipeline Keeps Swelling (Earnings Whispers)
- PPL Corporation to Conduct Webcast on Third-Quarter 2026 Earnings Results (PR Newswire)
- PPL Electric Utilities selected for U.S. Department of Energy grant for Montour Grid Resilience and Advanced Reconductoring Project (PR Newswire)
- PPL Electric Proposes New Customer Protection Transmission Rider, Building on its Existing Customer Protection Framework (PR Newswire)
- PPL Corp's Dividend Analysis (GuruFocus.com)
- PPL to Pay Quarterly Stock Dividend Oct. 1, 2026 (PR Newswire)
- Pennsylvania's New Data-Center Rules Aren't All Bad for Power Companies (Barrons.com)
- PPL-Blackstone joint venture secures 5 GW of gas turbines for data centers in Pennsylvania (Utility Dive)
- PPL Corp (PPL) (Q2 2026) Earnings Call Highlights: Reaffirms Guidance, Advances Data Center ... (GuruFocus.com)
- PPL Misses Q2 Expectations but Reaffirms Full-Year Outlook (InvestorsHub)
Quarterly earnings
2026Q3 EPS 0.540 beat 0.531, from 0.480 a year earlier. Sales 2,497 beat 2,413, from 2,239 a year earlier
The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.
| Period | Reported | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | Surprise | Year-ago quarter | Analysts | Next session |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026Q3ended 2026-09-30 | 2026-11-06 08:30 | 0.540 | 0.531 | 0.490 | 2,497 | 2,413 | EPS +1.7% · sales +3.5% | vs 2025Q3, year-ago quarter · EPS +12.5% · sales +11.5% | 14 EPS · 6 sales | Open +0.69% vs SPY +0.25%. Close -0.56% vs SPY +0.31% |
| 2026Q2ended 2026-06-30 | 2026-08-07 08:30 | 0.330 | 0.341 | 0.304 | 2,111 | 2,190 | EPS -3.1% · sales -3.6% | vs 2025Q2, year-ago quarter · EPS +3.1% · sales +4.2% | 13 EPS · 5 sales | Open +0.81% vs SPY +0.32%. Close +2.43% vs SPY +0.61% |
| 2026Q1ended 2026-03-31 | 2026-05-08 08:30 | 0.630 | 0.616 | 0.596 | 2,774 | 2,508 | EPS +2.2% · sales +10.6% | vs 2025Q1, year-ago quarter · EPS +5.0% · sales +10.8% | 13 EPS · 5 sales | Open 0.00% vs SPY +0.46%. Close -2.34% vs SPY +0.83% |
| 2025Q4ended 2025-12-31 | 2026-02-20 08:30 | 0.410 | 0.409 | 0.357 | 2,274 | 2,420 | EPS +0.2% · sales -6.0% | vs 2024Q4, year-ago quarter · EPS +20.6% · sales +2.8% | 12 EPS · 5 sales | Open +0.84% vs SPY -0.32%. Close +1.27% vs SPY +0.72% |
| 2025Q3ended 2025-09-30 | 2025-11-05 08:30 | 0.480 | 0.460 | 0.427 | 2,239 | 2,055 | EPS +4.4% · sales +9.0% | vs 2024Q3, year-ago quarter · EPS +14.3% · sales +8.4% | 11 EPS · 4 sales | Open +1.43% vs SPY -0.04%. Close +0.33% vs SPY +0.35% |
| 2025Q2ended 2025-06-30 | 2025-07-31 08:30 | 0.320 | 0.385 | 0.246 | 2,025 | 1,814 | EPS -16.9% · sales +11.6% | vs 2024Q2, year-ago quarter · EPS -15.8% · sales +7.7% | 11 EPS · 3 sales | Open -1.53% vs SPY +0.79%. Close -0.97% vs SPY -0.38% |
| 2025Q1ended 2025-03-31 | 2025-04-30 08:30 | 0.600 | 0.553 | 0.557 | 2,504 | 2,150 | EPS +8.5% · sales +16.4% | vs 2024Q1, year-ago quarter · EPS +11.1% · sales +8.7% | 11 EPS · 3 sales | Open +0.82% vs SPY -1.22%. Close +0.30% vs SPY +0.04% |
| 2024Q4ended 2024-12-31 | 2025-02-13 08:30 | 0.340 | 0.374 | 0.239 | 2,211 | 2,505 | EPS -9.0% · sales -11.7% | vs 2023Q4, year-ago quarter · EPS -15.0% · sales +8.9% | 13 EPS · 3 sales | Open -0.93% vs SPY +0.19%. Close -0.32% vs SPY +1.06% |
| 2024Q3ended 2024-09-30 | 2024-11-01 08:30 | 0.420 | 0.420 | 0.288 | 2,066 | 2,098 | EPS +0.1% · sales -1.5% | vs 2023Q3, year-ago quarter · EPS -2.3% · sales +1.1% | 13 EPS · 2 sales | Open -2.46% vs SPY +0.47%. Close -3.07% vs SPY +0.42% |
| 2024Q2ended 2024-06-30 | 2024-08-02 08:30 | 0.380 | 0.329 | 0.256 | 1,881 | 1,918 | EPS +15.6% · sales -1.9% | vs 2023Q2, year-ago quarter · EPS +31.0% · sales +3.2% | 11 EPS · 1 sales | Open +0.63% vs SPY -1.34%. Close +1.09% vs SPY -1.86% |
| 2024Q1ended 2024-03-31 | 2024-05-01 08:30 | 0.540 | 0.501 | 0.416 | 2,304 | 2,388 | EPS +7.8% · sales -3.5% | vs 2023Q1, year-ago quarter · EPS +12.5% · sales -4.6% | 11 EPS · 1 sales | Open +0.87% vs SPY -0.12%. Close +1.97% vs SPY -0.32% |
| 2023Q4ended 2023-12-31 | 2024-02-16 08:30 | 0.400 | 0.380 | 0.153 | 2,031 | 1,898 | EPS +5.2% · sales +7.0% | vs 2022Q4, year-ago quarter · EPS +42.9% · sales -11.3% | 8 EPS · 2 sales | Open -0.19% vs SPY -0.06%. Close +0.68% vs SPY -0.50% |
| 2023Q3ended 2023-09-30 | 2023-11-02 08:30 | 0.430 | 0.420 | 0.312 | 2,043 | 1,742 | EPS +2.3% · sales +17.3% | vs 2022Q3, year-ago quarter · EPS +4.9% · sales -4.3% | 9 EPS · 1 sales | - |
| 2023Q2ended 2023-06-30 | 2023-08-04 08:30 | 0.290 | 0.319 | 0.152 | 1,823 | 1,268 | EPS -9.1% · sales +43.8% | vs 2022Q2, year-ago quarter · EPS -3.3% · sales +7.5% | 10 EPS · 1 sales | - |
| 2023Q1ended 2023-03-31 | 2023-05-04 08:30 | 0.480 | 0.455 | 0.385 | 2,415 | 1,992 | EPS +5.6% · sales +21.2% | vs 2022Q1, year-ago quarter · EPS +17.1% · sales +35.5% | 9 EPS · 1 sales | - |
| 2022Q4ended 2022-12-31 | 2023-02-17 08:30 | 0.280 | 0.280 | 0.258 | 2,290 | 1,245 | EPS 0.0% · sales +84.0% | vs 2021Q4, year-ago quarter · EPS +27.3% · sales +54.2% | 10 EPS · 3 sales | - |
Annual earnings
2025FY EPS 1.810 missed 1.811, from 1.690 a year earlier. Sales 9,042 beat 8,783, from 8,462 a year earlier
Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.
earnings feed, not the snapshot. Not the statement ratio.
| Period | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | P/E, earnings feed |
|---|---|---|---|---|---|---|
| 2030FYestimate | - | 2.696 | - | - | 12,234 | 13.06 |
| 2029FYestimate | - | 2.494 | - | - | 11,558 | 14.12 |
| 2028FYestimate | - | 2.297 | - | - | 10,850 | 15.33 |
| 2027FYestimate | - | 2.116 | - | - | 10,279 | 16.64 |
| 2026FYestimate | - | 1.947 | - | - | 9,710 | 18.08 |
| 2025FY | 1.810 | 1.811 | 1.590 | 9,042 | 8,783 | 19.35 |
| 2024FY | 1.690 | 1.713 | 1.198 | 8,462 | 8,274 | 19.21 |
| 2023FY | 1.600 | 1.580 | 1.001 | 8,312 | 8,247 | 16.94 |
| 2022FY | 1.410 | 1.406 | 1.025 | 7,902 | 7,092 | 20.72 |
| 2021FY | 1.050 | 1.173 | 0.169 | 5,783 | 6,008 | 28.63 |
| 2020FY | 2.400 | 2.418 | 1.908 | 7,607 | 7,931 | 11.75 |
| 2019FY | 2.450 | 2.423 | 2.369 | 7,769 | 7,910 | 14.65 |
| 2018FY | 2.400 | 2.361 | 2.575 | 7,785 | 7,684 | 11.80 |
| 2017FY | 2.250 | 2.179 | 1.638 | 7,447 | 7,510 | 13.76 |
| 2016FY | 2.450 | 2.380 | 2.790 | 7,517 | 7,740 | 13.90 |
| 2015FY | 2.210 | 2.209 | 2.318 | 7,669 | 8,299 | 15.93 |
| 2014FY | 2.450 | 2.409 | 2.610 | 11,499 | 11,508 | 14.37 |
| 2013FY | 2.450 | 2.354 | 1.760 | 11,860 | 11,608 | 14.37 |
| 2012FY | 2.420 | 2.362 | 2.600 | 12,286 | 11,639 | 14.55 |
| 2011FY | 2.730 | 2.644 | 2.700 | 12,737 | 10,880 | 12.90 |
| 2010FY | 3.130 | 2.866 | 2.170 | 8,521 | 9,148 | 11.25 |
Quarterly results
2026Q3 revenue 2,497, from 2,239 a year earlier. Operating margin 26.6%, from 25.5% a year earlier
From the quarterly statement. Not an estimate.
Estimate revisions
Latest snapshot of each period and type. 2026FY E 1.95 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-09 | 1.95 | +0.0% |
| 2026Q4 | E | per share | 2026-11-09 | 0.46 | 0.0% |
| 2026FY | R | per share | 2026-11-06 | 1.90 | -0.7% |
| 2026Q4 | R | per share | 2026-11-06 | 0.46 | 0.0% |
| 2026FY | S | USD millions | 2026-11-06 | 9,710 | +0.1% |
| 2026Q4 | S | USD millions | 2026-11-06 | 2,460 | -0.7% |
| 2026Q3 | E | per share | 2026-10-27 | 0.53 | 0.0% |
| 2026Q3 | R | per share | 2026-10-26 | 0.53 | 0.0% |
| 2026Q3 | S | USD millions | 2026-10-26 | 2,413 | -0.1% |
| 2026Q2 | E | per share | 2026-07-27 | 0.34 | 0.0% |
| 2026Q2 | R | per share | 2026-07-27 | 0.33 | 0.0% |
| 2026Q2 | S | USD millions | 2026-07-22 | 2,190 | +0.0% |
| 2026Q1 | E | per share | 2026-04-29 | 0.62 | 0.0% |
| 2026Q1 | R | per share | 2026-04-21 | 0.59 | -4.6% |
| 2026Q1 | S | USD millions | 2026-04-21 | 2,508 | -5.2% |
| 2025FY | E | per share | 2026-02-20 | 1.81 | +0.0% |
| 2025Q4 | E | per share | 2026-02-20 | 0.41 | 0.0% |
| 2025FY | S | USD millions | 2026-02-20 | 9,049 | +0.1% |
| 2025Q4 | S | USD millions | 2026-02-20 | 2,483 | +2.6% |
| 2025FY | R | per share | 2026-01-26 | 1.68 | +0.1% |
| 2025Q4 | R | per share | 2026-01-26 | 0.41 | +3.5% |
| 2025Q3 | E | per share | 2025-11-02 | 0.46 | +0.1% |
| 2025Q3 | S | USD millions | 2025-10-20 | 2,055 | 0.0% |
| 2025Q3 | R | per share | 2025-10-16 | 0.42 | -5.3% |
| 2025Q2 | E | per share | 2025-07-26 | 0.39 | 0.0% |
| 2025Q2 | R | per share | 2025-07-26 | 0.38 | 0.0% |
| 2025Q2 | S | USD millions | 2025-07-26 | 1,814 | 0.0% |
| 2025Q1 | E | per share | 2025-04-23 | 0.55 | +2.0% |
| 2025Q1 | R | per share | 2025-04-23 | 0.57 | +13.5% |
| 2025Q1 | S | USD millions | 2025-04-23 | 2,150 | +8.9% |
| 2024FY | R | per share | 2025-02-13 | 1.38 | -5.8% |
| 2024FY | S | USD millions | 2025-02-10 | 8,274 | 0.0% |
| 2024FY | E | per share | 2025-01-31 | 1.71 | +0.2% |
| 2024Q4 | E | per share | 2025-01-31 | 0.37 | +0.9% |
| 2024Q4 | R | per share | 2025-01-29 | 0.29 | -0.4% |
| 2024Q4 | S | USD millions | 2025-01-29 | 2,505 | +0.1% |
| 2024Q3 | E | per share | 2024-11-01 | 0.42 | +0.4% |
| 2024Q3 | R | per share | 2024-10-24 | 0.42 | 0.0% |
| 2024Q3 | S | USD millions | 2024-10-24 | 2,098 | -0.4% |
| 2024Q2 | E | per share | 2024-07-26 | 0.33 | -0.1% |
| 2024Q2 | R | per share | 2024-07-16 | 0.32 | 0.0% |
| 2024Q2 | S | USD millions | 2024-07-15 | 1,918 | 0.0% |
| 2024Q1 | E | per share | 2024-04-29 | 0.50 | -0.5% |
| 2024Q1 | S | USD millions | 2024-04-28 | 2,388 | +12.1% |
| 2024Q1 | R | per share | 2024-04-22 | 0.48 | -1.9% |
| 2023FY | E | per share | 2024-02-06 | 1.58 | -0.1% |
| 2023FY | S | USD millions | 2024-02-06 | 8,247 | 0.0% |
| 2023FY | R | per share | 2024-02-02 | 1.44 | +0.3% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 1.638 | 2.575 | 2.369 | 1.908 | 0.169 | 1.025 | 1.001 | 1.198 | 1.586 | 1.7422 | - |
| Sales USD millions | 7,447 | 7,785 | 7,769 | 5,474 | 5,783 | 7,902 | 8,312 | 8,462 | 9,042 | 9,657 | - |
| Shares million shares | 693 | 720 | 767 | 769 | 735 | 736 | 737 | 738 | 751 | - | 752 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.288 | 0.239 | 0.557 | 0.246 | 0.427 | 0.357 | 0.596 | 0.304 | 0.486 |
| Sales USD millions | 2,066 | 2,211 | 2,504 | 2,025 | 2,239 | 2,274 | 2,775 | 2,111 | 2,497 |
| Shares million shares | 738 | 738 | 739 | 739 | 740 | 751 | 752 | 752 | - |
Income statement, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 9,657.00 | 9,042.00+6.9% | 8,462.00+1.8% | 8,312.00+5.2% | 7,902.00+36.6% | 5,783.00+5.6% | 5,474.00-29.5% | 7,769.00-0.2% | 7,785.00 |
| Cost of Goods Sold Incl. D&A | 6,847.00 | 6,481.00+2.7% | 6,308.00+0.6% | 6,271.00+1.5% | 6,177.00+48.8% | 4,152.00+12.0% | 3,708.00-19.7% | 4,616.00-0.1% | 4,621.00 |
| Gross Profit | 2,810.00 | 2,561.00+18.9% | 2,154.00+5.5% | 2,041.00+18.3% | 1,725.00+5.8% | 1,631.00-7.6% | 1,766.00-44.0% | 3,153.00-0.3% | 3,164.00 |
| Other Operating Expense | 452.00 | 423.00+13.1% | 374.00-4.6% | 392.00+18.1% | 332.00+60.4% | 207.00+15.0% | 180.00-42.5% | 313.00+0.3% | 312.00 |
| Operating Income | 2,358.00 | 2,138.00+20.1% | 1,780.00+7.9% | 1,649.00+18.4% | 1,393.00-2.2% | 1,424.00-10.2% | 1,586.00-44.2% | 2,840.00-0.4% | 2,852.00 |
| Interest Expense | 897.00 | 805.00+9.5% | 735.00+10.9% | 663.00+30.5% | 508.00-45.2% | 927.00+49.3% | 621.00-36.6% | 980.00+3.0% | 951.00 |
| Unusual Expense | - | 9.00-78.6% | 42.00-70.6% | 143.00 | -39.00-2050.0% | 2.00-60.0% | 5.00-73.7% | 19.00 | -145.00 |
| Net Income Before Taxes | 1,627.00 | 1,472.00+31.9% | 1,116.00+20.8% | 924.00+1.0% | 915.00+75.6% | 521.00-45.4% | 954.00-55.7% | 2,155.00-5.7% | 2,285.00 |
| Income Taxes | 312.00 | 291.00+27.6% | 228.00+23.9% | 184.00-8.5% | 201.00-60.0% | 503.00+60.2% | 314.00-23.2% | 409.00-10.7% | 458.00 |
| Consolidated Net Income | 1,314.00 | 1,179.00+33.1% | 886.00+19.9% | 739.00+3.6% | 713.00+3861.1% | 18.00-97.2% | 639.00-63.4% | 1,745.00-4.4% | 1,825.00 |
| Net Income From Continuing Operations | 1,314.00 | 1,179.00+33.1% | 886.00+19.9% | 739.00+3.6% | 713.00+3861.1% | 18.00-97.2% | 639.00-63.4% | 1,745.00-4.4% | 1,825.00 |
| Net Income | 1,314.00 | 1,179.00+33.1% | 886.00+19.9% | 739.00-2.1% | 755.00+485.3% | 129.00-91.2% | 1,468.00-15.9% | 1,745.00-4.4% | 1,825.00 |
| EPS (Recurring) per share | - | 1.59+28.2% | 1.24+8.8% | 1.14+15.2% | 0.99+482.4% | 0.17-91.1% | 1.91-20.1% | 2.39-1.6% | 2.43 |
| EPS (Basic, Before Extraordinaries) per share | 1.75 | 1.59+32.5% | 1.20+20.0% | 1.00-2.9% | 1.03+505.9% | 0.17-91.1% | 1.91-20.4% | 2.40-7.3% | 2.59 |
| EPS (Diluted) per share | 1.74 | 1.59+32.5% | 1.20+20.0% | 1.00-2.0% | 1.02+500.0% | 0.17-91.1% | 1.91-19.4% | 2.37-8.1% | 2.58 |
| EBITDA | 3,874.00 | 3,562.00+13.3% | 3,145.00+5.1% | 2,993.00+13.7% | 2,632.00+2.8% | 2,561.00-4.5% | 2,681.00-35.2% | 4,139.00+2.3% | 4,044.00 |
| Non-Operating Income (Expense) | 138.00 | 148.00+31.0% | 113.00+39.5% | 81.00 | -9.00-134.6% | 26.00 | -6.00-101.9% | 314.00+31.4% | 239.00 |
| Other After Tax Adjustments | - | -2.00 | -2.00 | -1.00 | -1.00 | 0.00 | -1.00 | -1.00 | -2.00 |
| Stock Option Compensation Expense | - | 3.16-69.2% | 10.27+160.0% | 3.95-84.8% | 26.00+8.3% | 24.00+20.0% | 20.00-20.0% | 25.00+66.7% | 15.00 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 20.21 | 20.21 | 29.19 | 25.83 | 30.84 | 174.26 | 14.79 | 15.11 | 10.99 |
| Price To Sales Ratio ratio | 2.57 | 2.88 | 2.84 | 2.41 | 2.72 | 3.98 | 3.96 | 3.40 | 2.58 |
| Gross Margin % | 29.10 | 28.32 | 25.45 | 24.55 | 21.83 | 28.20 | 32.26 | 40.58 | 40.64 |
| Operating Margin % | 24.42 | 23.65 | 21.04 | 19.84 | 17.63 | 24.62 | 28.97 | 36.56 | 36.63 |
| Net Margin % | 13.61 | 13.04 | 10.47 | 8.89 | 9.55 | 2.23 | 26.82 | 22.46 | 23.44 |
| Shares Outstanding million shares | - | 751.04+1.8% | 738.03+0.1% | 737.13+0.1% | 736.49+0.2% | 735.11-4.4% | 768.91+0.2% | 767.23+6.5% | 720.32 |
| Market Capitalization | 26,497.11 | 26,497.11+10.6% | 23,954.51+19.9% | 19,976.06-7.2% | 21,515.21-4.7% | 22,566.52+4.1% | 21,680.92-16.4% | 25,942.42+27.1% | 20,403.27 |
Income statement, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 2,497.00+11.5% | 2,111.00+4.2% | 2,775.00+10.8% | 2,274.00+2.8% | 2,239.00+8.4% | 2,025.00+7.7% | 2,504.00+8.7% | 2,211.00+8.9% |
| Cost of Goods Sold Incl. D&A | 1,715.00+9.4% | 1,530.00+0.8% | 1,915.00+12.1% | 1,687.00-2.0% | 1,568.00+1.7% | 1,518.00+9.3% | 1,708.00+3.2% | 1,722.00+11.8% |
| Gross Profit | 782.00+16.5% | 581.00+14.6% | 860.00+8.0% | 587.00+20.0% | 671.00+28.1% | 507.00+3.0% | 796.00+22.7% | 489.00-0.4% |
| Other Operating Expense | 117.00+17.0% | 104.00+3.0% | 122.00+8.0% | 109.00+5.8% | 100.00+11.1% | 101.00+8.6% | 113.00+28.4% | 103.00+10.8% |
| Operating Income | 665.00+16.5% | 477.00+17.5% | 738.00+8.1% | 478.00+23.8% | 571.00+31.6% | 406.00+1.8% | 683.00+21.7% | 386.00-3.0% |
| Interest Expense | 234.00+12.0% | 232.00+17.2% | 223.00+18.0% | 208.00+10.1% | 209.00+11.8% | 198.00+9.4% | 189.00+6.8% | 189.00+9.2% |
| Unusual Expense | - | 2.00 | -7.00-240.0% | 2.00-77.8% | 2.00-66.7% | 0.00-100.0% | 5.00-70.6% | 9.00+28.6% |
| Net Income Before Taxes | 453.00+13.8% | 286.00+24.3% | 560.00+8.5% | 328.00+51.9% | 398.00+46.3% | 230.00-4.2% | 516.00+33.0% | 216.00+70.1% |
| Income Taxes | 86.00+7.5% | 56.00+19.1% | 108.00+5.9% | 62.00+59.0% | 80.00+37.9% | 47.00-6.0% | 102.00+25.9% | 39.00+178.6% |
| Consolidated Net Income | 367.00+15.4% | 230.00+25.7% | 451.00+9.2% | 266.00+50.3% | 318.00+49.3% | 183.00-3.2% | 413.00+34.5% | 177.00+56.6% |
| Net Income From Continuing Operations | 367.00+15.4% | 230.00+25.7% | 451.00+9.2% | 266.00+50.3% | 318.00+49.3% | 183.00-3.2% | 413.00+34.5% | 177.00+56.6% |
| Net Income | 367.00+15.4% | 230.00+25.7% | 451.00+9.2% | 266.00+50.3% | 318.00+49.3% | 183.00-3.2% | 413.00+34.5% | 177.00+56.6% |
| EPS (Recurring) per share | - | 0.31+24.0% | 0.59+5.4% | 0.36+44.0% | 0.43+48.3% | 0.25-3.8% | 0.56+30.2% | 0.25+56.3% |
| EPS (Basic, Before Extraordinaries) per share | 0.49+14.0% | 0.31+24.0% | 0.60+7.1% | 0.36+50.0% | 0.43+48.3% | 0.25-3.8% | 0.56+33.3% | 0.24+60.0% |
| EPS (Diluted) per share | 0.49+14.0% | 0.30+20.0% | 0.60+7.1% | 0.36+50.0% | 0.43+48.3% | 0.25-3.8% | 0.56+33.3% | 0.24+60.0% |
| EBITDA | 1,031.00+11.1% | 868.00+14.1% | 1,129.00+9.9% | 846.00+16.4% | 928.00+20.2% | 761.00+2.4% | 1,027.00+13.7% | 727.00-1.1% |
| Non-Operating Income (Expense) | 22.00-42.1% | 43.00+95.5% | 38.00+40.7% | 60.00+114.3% | 38.00+22.6% | 22.00-29.0% | 27.00+28.6% | 28.00 |
| Other After Tax Adjustments | - | 0.00 | -1.00 | 0.00 | 0.00 | 0.00 | -1.00 | 0.00 |
| Stock Option Compensation Expense | - | 7.11+50.0% | 20.54+62.5% | 5.53-36.4% | 5.530.0% | 4.74-14.3% | 12.64+33.3% | 8.69+44.8% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 20.21 | 22.35 | 24.06 | 23.83 | 27.94 | 25.30 | 30.15 | 29.19 |
| Price To Sales Ratio ratio | 2.57 | 2.93 | 3.11 | 2.89 | 3.08 | 2.86 | 3.09 | 2.84 |
| Gross Margin % | 31.32 | 27.52 | 30.99 | 25.81 | 29.97 | 25.04 | 31.79 | 22.12 |
| Operating Margin % | 26.63 | 22.60 | 26.59 | 21.02 | 25.50 | 20.05 | 27.28 | 17.46 |
| Net Margin % | 14.70 | 10.90 | 16.25 | 11.70 | 14.20 | 9.04 | 16.49 | 8.01 |
| Shares Outstanding million shares | - | 752.37+1.8% | 752.18+1.8% | 751.04+1.8% | 739.54+0.2% | 739.31+0.2% | 739.07+0.2% | 738.03+0.1% |
| Market Capitalization | 26,497.11-3.6% | 27,347.92+9.2% | 28,699.93+7.7% | 25,905.66+8.1% | 27,480.38+12.6% | 25,053.66+22.8% | 26,659.80+31.3% | 23,954.51+19.9% |
Balance sheet, annual
| Metric | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 | 2017FY12/31/2017 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 1,086.00+220.4% | 339.00-11.3% | 382.00+7.0% | 357.00-90.0% | 3,572.00+706.3% | 443.00-54.1% | 965.00+31.7% | 733.00+36.5% | 537.00 |
| Short Term Receivables | 1,783.00+17.1% | 1,522.00-7.7% | 1,649.00+3.2% | 1,598.00+68.6% | 948.00-4.2% | 990.00-23.6% | 1,296.00+2.4% | 1,266.00-4.4% | 1,324.00 |
| Inventories | 551.00+7.8% | 511.00+1.2% | 505.00+14.0% | 443.00+37.6% | 322.00+6.6% | 302.00-9.0% | 332.00+9.6% | 303.00-5.3% | 320.00 |
| Other Current Assets | 511.00+0.6% | 508.00+28.3% | 396.00-7.0% | 426.00+158.2% | 165.00-99.1% | 19,165.00+10914.4% | 174.00+33.8% | 130.00+15.0% | 113.00 |
| Total Current Assets | 3,931.00+36.5% | 2,880.00-1.8% | 2,932.00+3.8% | 2,824.00-43.6% | 5,007.00-76.0% | 20,900.00+655.3% | 2,767.00+13.8% | 2,432.00+6.0% | 2,294.00 |
| Net Property, Plant & Equipment | 36,132.00+9.0% | 33,149.00+5.3% | 31,492.00+3.9% | 30,298.00+18.7% | 25,532.00+4.2% | 24,500.00-33.0% | 36,578.00+6.2% | 34,458.00+4.1% | 33,092.00 |
| Total Investments and Advances | 0.00-100.0% | 2.00 | 0.00-100.0% | 5.00 | 0.00 | 0.00-100.0% | 167.00-32.4% | 247.00+3.8% | 238.00 |
| Intangible Assets | 2,574.00+0.5% | 2,561.00+0.3% | 2,553.00-0.3% | 2,561.00+141.8% | 1,059.00-0.7% | 1,067.00-72.9% | 3,940.00+1.6% | 3,878.00-1.9% | 3,955.00 |
| Deferred Tax Assets | 9.00-25.0% | 12.00+33.3% | 9.00+50.0% | 6.00-50.0% | 12.00-29.4% | 17.00 | - | - | 24.00 |
| Other Assets | 2,598.00+5.4% | 2,465.00+9.6% | 2,250.00+5.0% | 2,143.00+32.9% | 1,613.00-1.2% | 1,632.00-26.8% | 2,228.00-6.4% | 2,381.00+25.3% | 1,900.00 |
| Total Assets | 45,244.00+10.2% | 41,069.00+4.7% | 39,236.00+3.7% | 37,837.00+13.9% | 33,223.00-31.0% | 48,116.00+5.3% | 45,680.00+5.3% | 43,396.00+4.6% | 41,479.00 |
| Short Term Debt Incl. Current Port. of LT Debt | 1,360.00+59.3% | 854.00-15.8% | 1,014.00-25.5% | 1,361.00+140.9% | 565.00-74.8% | 2,242.00-4.6% | 2,349.00+19.8% | 1,960.00+37.3% | 1,428.00 |
| Accounts Payable | 1,559.00+30.4% | 1,196.00+8.3% | 1,104.00-8.1% | 1,201.00+76.9% | 679.00-8.9% | 745.00-22.1% | 956.00-3.3% | 989.00+7.0% | 924.00 |
| Income Tax Payable | 190.00+84.5% | 103.00-20.8% | 130.00+4.8% | 124.00+29.2% | 96.00+39.1% | 69.00-30.3% | 99.00-10.0% | 110.00+4.8% | 105.00 |
| Other Current Liabilities | 1,437.00+21.8% | 1,180.00+8.1% | 1,092.00-1.0% | 1,103.00+12.2% | 983.00-91.8% | 11,999.00+702.1% | 1,496.00-0.5% | 1,504.00-4.0% | 1,566.00 |
| Total Current Liabilities | 4,546.00+36.4% | 3,333.00-0.2% | 3,340.00-11.9% | 3,789.00+63.1% | 2,323.00-84.6% | 15,055.00+207.2% | 4,900.00+7.4% | 4,563.00+13.4% | 4,023.00 |
| Long Term Debt | 17,990.00+12.8% | 15,952.00+8.7% | 14,674.00+13.5% | 12,931.00+20.7% | 10,713.00-21.3% | 13,615.00-34.5% | 20,799.00+3.6% | 20,069.00+1.1% | 19,847.00 |
| Provision for Risks Charges | 414.00-8.6% | 453.00+11.0% | 408.00+18.6% | 344.00+1.2% | 340.00+5.9% | 321.00-59.8% | 799.00-22.8% | 1,035.00-6.9% | 1,112.00 |
| Deferred Tax Liabilities | 3,615.00+4.3% | 3,467.00+7.7% | 3,219.00+3.0% | 3,124.00-4.5% | 3,270.00+23.0% | 2,658.00-17.2% | 3,212.00+9.9% | 2,922.00+12.8% | 2,591.00 |
| Other Liabilities | 3,798.00+0.3% | 3,787.00+3.4% | 3,662.00-1.8% | 3,731.00+30.7% | 2,854.00-7.8% | 3,094.00+3.9% | 2,979.00-5.4% | 3,150.00+0.2% | 3,145.00 |
| Total Liabilities | 30,363.00+12.5% | 26,992.00+6.7% | 25,303.00+5.8% | 23,919.00+22.7% | 19,500.00-43.9% | 34,743.00+6.3% | 32,689.00+3.0% | 31,739.00+3.3% | 30,718.00 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 14,881.00+5.7% | 14,077.00+1.0% | 13,933.00+0.1% | 13,915.00+1.4% | 13,723.00+2.6% | 13,373.00+2.9% | 12,991.00+11.4% | 11,657.00+8.3% | 10,761.00 |
| Total Shareholders Equity | 14,881.00+5.7% | 14,077.00+1.0% | 13,933.00+0.1% | 13,915.00+1.4% | 13,723.00+2.6% | 13,373.00+2.9% | 12,991.00+11.4% | 11,657.00+8.3% | 10,761.00 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00-100.0% | 3.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 14,881.00+5.7% | 14,077.00+1.0% | 13,933.00+0.1% | 13,918.00+1.4% | 13,723.00+2.6% | 13,373.00+2.9% | 12,991.00+11.4% | 11,657.00+8.3% | 10,761.00 |
| Total Liabilities & Stockholders Equity | 45,244.00+10.2% | 41,069.00+4.7% | 39,236.00+3.7% | 37,837.00+13.9% | 33,223.00-31.0% | 48,116.00+5.3% | 45,680.00+5.3% | 43,396.00+4.6% | 41,479.00 |
| Book Value Per Share per share | 19.81+3.9% | 19.07+0.9% | 18.90+0.1% | 18.89+1.2% | 18.67+7.4% | 17.39+2.7% | 16.93+4.6% | 16.18+4.3% | 15.52 |
| Tangible Book Value Per Share per share | 16.39+5.1% | 15.60+1.0% | 15.44+0.1% | 15.42-10.5% | 17.23+7.7% | 16.00+35.6% | 11.80+9.3% | 10.80+10.0% | 9.82 |
| Full-Time Employees people | 6,546-1.6% | 6,653+0.4% | 6,629+1.6% | 6,527+16.4% | 5,607-54.5% | 12,318+0.3% | 12,280-1.3% | 12,444-0.5% | 12,512 |
| Price to Book Ratio ratio | 1.76 | 1.70 | 1.43 | 1.55 | 1.61 | 1.62 | 2.12 | 1.75 | 1.99 |
| Return on Assets % | 2.73 | 2.21 | 1.92 | 2.01 | 0.04 | 1.36 | 3.92 | 4.30 | 2.82 |
| Return on Equity % | 8.14 | 6.33 | 5.31 | 5.16 | 0.13 | 4.85 | 14.16 | 16.28 | 10.90 |
| Return on Invested Capital % | 3.59 | 2.95 | 2.58 | 2.81 | 0.53 | 5.44 | 5.16 | 5.75 | 3.68 |
| Quick Ratio ratio | 0.74 | 0.71 | 0.73 | 0.63 | 2.02 | 1.37 | 0.50 | 0.47 | 0.49 |
| Current Ratio ratio | 0.86 | 0.86 | 0.88 | 0.75 | 2.16 | 1.39 | 0.56 | 0.53 | 0.57 |
Cash flow, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Income | 1,317.00 | 1,183.00+33.2% | 888.00+20.0% | 740.00+3.6% | 714.00+3866.7% | 18.00-97.2% | 640.00-63.3% | 1,746.00-4.4% | 1,827.00 |
| Depreciation | 1,540.00 | 1,416.00+4.3% | 1,357.00+1.6% | 1,335.00+8.3% | 1,233.00+10.0% | 1,121.00+3.8% | 1,080.00-15.6% | 1,280.00+9.2% | 1,172.00 |
| Other Funds (Non Cash) | -113.00 | -83.00 | -43.00 | -69.00-172.6% | 95.00-91.9% | 1,178.00+25.2% | 941.00 | -176.00 | -355.00 |
| Funds from Operations | 2,966.00 | 2,708.00+12.9% | 2,398.00+3.0% | 2,328.00+4.8% | 2,221.00-7.6% | 2,404.00-15.1% | 2,830.00-10.4% | 3,159.00+5.3% | 2,999.00 |
| Extraordinary Item | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -362.00 | -79.00 | -58.00 | -570.00 | -491.00 | -134.00 | -84.00 | -732.00 | -178.00 |
| Income Taxes Payable | 1.00 | 87.00 | -27.00-550.0% | 6.00 | -80.00-396.3% | 27.00-79.4% | 131.00 | - | - |
| Cash from Operating Activities | 2,604.00 | 2,629.00+12.4% | 2,340.00+33.1% | 1,758.00+1.6% | 1,730.00-23.8% | 2,270.00-17.3% | 2,746.00+13.1% | 2,427.00-14.0% | 2,821.00 |
| Capital Expenditures | -4,692.00 | -4,030.00 | -2,805.00 | -2,390.00 | -2,155.00 | -1,973.00 | -2,270.00 | -3,083.00 | -3,238.00 |
| Net Assets From Acquisitions | - | 0.00 | 0.00 | 0.00 | -3,660.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | - | 0.00 | 0.00 | 0.00-100.0% | 146.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 14.00 | -65.00 |
| Purchase of Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -55.00 | -65.00 |
| Sale Or Maturity of Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 69.00 | 0.00 |
| Other Uses | -86.00 | 0.00 | -13.00 | 0.00 | 0.00 | -630.00 | -992.00 | -11.00 | -58.00 |
| Other Sources | - | 26.00 | 0.00-100.0% | 7.00-53.3% | 15.00-99.9% | 10,560.00+263900.0% | 4.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -4,760.00 | -4,004.00 | -2,818.00 | -2,383.00 | -5,654.00-171.1% | 7,957.00 | -3,258.00 | -3,080.00 | -3,361.00 |
| Cash Dividends Paid | -831.00 | -794.00 | -747.00 | -704.00 | -787.00 | -1,279.00 | -1,275.00 | -1,192.00 | -1,133.00 |
| Change in Capital Stock | - | 401.00 | 0.00 | 0.00 | 0.00 | -994.00-3023.5% | 34.00-97.1% | 1,167.00+67.2% | 698.00 |
| Repurchase of Common Pref Stock | - | 0.00 | 0.00 | 0.00 | 0.00 | -1,003.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | - | 401.00 | 0.00 | 0.00 | 0.00-100.0% | 9.00-73.5% | 34.00-97.1% | 1,167.00+67.2% | 698.00 |
| Proceedsfrom Stock Options | - | 401.00 | 0.00 | 0.00 | 0.00-100.0% | 9.00-73.5% | 34.00-97.1% | 1,167.00+67.2% | 698.00 |
| Issuance or Reduction of Debt, Net | 1,909.00 | 2,582.00+114.3% | 1,205.00-14.2% | 1,405.00-6.5% | 1,502.00 | -5,036.00-466.0% | 1,376.00+55.1% | 887.00-22.5% | 1,145.00 |
| Change in Long Term Debt | 1,825.00 | 2,429.00+28.2% | 1,894.00+35.5% | 1,398.00+138.6% | 586.00 | -4,310.00-403.7% | 1,419.00+21.8% | 1,165.00+49.0% | 782.00 |
| Issuance of Long Term Debt | 3,159.00 | 3,045.00+60.8% | 1,894.00-41.8% | 3,252.00+282.6% | 850.00+27.1% | 669.00-72.1% | 2,394.00+63.4% | 1,465.00+38.3% | 1,059.00 |
| Reduction of Long Term Debt | -1,334.00 | -616.00 | 0.00 | -1,854.00 | -264.00 | -4,979.00 | -975.00 | -300.00 | -277.00 |
| Net Financing Active Other Cash Flow | -46.00 | -67.00 | -23.00 | -51.00 | -6.00 | -81.00-132.3% | 251.00 | -26.00 | -20.00 |
| Other Financing Activities Uses | -46.00 | -67.00 | -23.00 | -51.00 | -6.00 | -446.00 | -36.00 | -26.00 | -20.00 |
| Cash from Financing Activities | 1,433.00 | 2,122.00+387.8% | 435.00-33.1% | 650.00-8.3% | 709.00 | -7,390.00-2014.5% | 386.00-53.8% | 836.00+21.2% | 690.00 |
| Exchange Rate Effect | - | - | - | 0.00 | 0.00-100.0% | 8.00-52.9% | 17.00+70.0% | 10.00 | -18.00 |
| Net Change in Cash | -723.00 | 747.00 | -43.00-272.0% | 25.00 | -3,215.00-213.0% | 2,845.00 | -109.00-156.5% | 193.00+46.2% | 132.00 |
| Free Cash Flow | -2,088.00 | -1,401.00 | -465.00 | -632.00 | -425.00-243.1% | 297.00-37.6% | 476.00 | -656.00 | -417.00 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Taxes & Investment Tax Credit | - | 192.00-2.0% | 196.00-39.1% | 322.00+79.9% | 179.00+105.7% | 87.00-48.5% | 169.00-45.3% | 309.00-13.0% | 355.00 |
Balance sheet, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 393.00-64.9% | 339.00+6.6% | 1,251.00+253.4% | 1,086.00+220.4% | 1,119.00+91.6% | 318.00-1.9% | 354.00+10.3% | 339.00-11.3% |
| Short Term Receivables | 1,614.00+10.7% | 1,664.00+8.2% | 1,836.00+9.4% | 1,783.00+17.1% | 1,458.00+10.5% | 1,538.00+9.9% | 1,678.00+2.3% | 1,522.00-7.7% |
| Inventories | 618.00+19.5% | 597.00+18.5% | 536.00+12.6% | 551.00+7.8% | 517.000.0% | 504.00+0.4% | 476.00-0.2% | 511.00+1.2% |
| Other Current Assets | 578.00+7.4% | 565.00+0.4% | 698.00+18.7% | 511.00+0.6% | 538.00-2.9% | 563.00-1.7% | 588.00-1.7% | 508.00+28.3% |
| Total Current Assets | 3,203.00-11.8% | 3,165.00+8.3% | 4,321.00+39.6% | 3,931.00+36.5% | 3,632.00+22.1% | 2,923.00+4.5% | 3,096.00+1.9% | 2,880.00-1.8% |
| Net Property, Plant & Equipment | 38,705.00+10.1% | 37,770.00+9.9% | 36,737.00+9.2% | 36,132.00+9.0% | 35,153.00+7.7% | 34,356.00+6.8% | 33,642.00+6.0% | 33,149.00+5.3% |
| Total Investments and Advances | - | 0.00-100.0% | 1.00-85.7% | 0.00-100.0% | 1.00 | 4.00 | 7.00+600.0% | 2.00 |
| Intangible Assets | 2,588.00+1.1% | 2,578.00+0.7% | 2,573.00+0.5% | 2,574.00+0.5% | 2,559.00-0.1% | 2,559.00-0.1% | 2,559.00+0.3% | 2,561.00+0.3% |
| Deferred Tax Assets | - | - | - | 9.00-25.0% | - | - | - | 12.00+33.3% |
| Other Assets | 2,850.00+9.9% | 2,788.00+10.6% | 2,672.00+6.7% | 2,598.00+5.4% | 2,594.00+12.3% | 2,521.00+9.3% | 2,505.00+9.2% | 2,465.00+9.6% |
| Total Assets | 47,346.00+7.8% | 46,301.00+9.3% | 46,304.00+10.8% | 45,244.00+10.2% | 43,939.00+8.6% | 42,363.00+6.3% | 41,809.00+5.5% | 41,069.00+4.7% |
| Short Term Debt Incl. Current Port. of LT Debt | 1,037.00-49.4% | 534.00-78.7% | 1,214.00-9.9% | 1,360.00+59.3% | 2,050.00+204900.0% | 2,505.00+542.3% | 1,347.00+361.3% | 854.00-15.8% |
| Accounts Payable | 1,464.00+23.2% | 1,360.00+19.8% | 1,403.00+27.9% | 1,559.00+30.4% | 1,188.00+29.1% | 1,135.00+15.8% | 1,097.00+21.5% | 1,196.00+8.3% |
| Income Tax Payable | - | 118.00-17.5% | 142.00-0.7% | 190.00+84.5% | 132.00+8.2% | 143.00+31.2% | 143.00+72.3% | 103.00-20.8% |
| Other Current Liabilities | 1,776.00+34.4% | 1,485.00+24.3% | 1,548.00+24.8% | 1,437.00+21.8% | 1,321.00+4.6% | 1,195.00+15.3% | 1,240.00+13.0% | 1,180.00+8.1% |
| Total Current Liabilities | 4,277.00-8.8% | 3,497.00-29.8% | 4,307.00+12.5% | 4,546.00+36.4% | 4,691.00+103.4% | 4,978.00+97.9% | 3,827.00+61.1% | 3,333.00-0.2% |
| Long Term Debt | 19,853.00+17.2% | 19,789.00+29.4% | 19,024.00+19.4% | 17,990.00+12.8% | 16,936.00+2.6% | 15,292.00-2.9% | 15,938.00+1.2% | 15,952.00+8.7% |
| Provision for Risks Charges | 365.00-14.1% | 371.00-14.7% | 384.00-10.3% | 414.00-8.6% | 425.00+19.0% | 435.00+17.3% | 428.00+12.0% | 453.00+11.0% |
| Deferred Tax Liabilities | 3,847.00+4.4% | 3,776.00+4.6% | 3,731.00+5.6% | 3,615.00+4.3% | 3,684.00+7.8% | 3,611.00+7.0% | 3,532.00+6.8% | 3,467.00+7.7% |
| Other Liabilities | 3,795.00+0.1% | 3,823.00+1.6% | 3,839.00+1.4% | 3,798.00+0.3% | 3,790.00-0.3% | 3,761.00+0.1% | 3,787.00+0.9% | 3,787.00+3.4% |
| Total Liabilities | 32,137.00+8.8% | 31,256.00+11.3% | 31,285.00+13.7% | 30,363.00+12.5% | 29,526.00+11.9% | 28,077.00+8.9% | 27,512.00+7.6% | 26,992.00+6.7% |
| Non-Equity Reserves | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 15,209.00+5.5% | 15,045.00+5.3% | 15,019.00+5.1% | 14,881.00+5.7% | 14,413.00+2.3% | 14,286.00+1.6% | 14,297.00+1.7% | 14,077.00+1.0% |
| Total Shareholders Equity | 15,209.00+5.5% | 15,045.00+5.3% | 15,019.00+5.1% | 14,881.00+5.7% | 14,413.00+2.3% | 14,286.00+1.6% | 14,297.00+1.7% | 14,077.00+1.0% |
| Accumulated Minority Interest | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 15,209.00+5.5% | 15,045.00+5.3% | 15,019.00+5.1% | 14,881.00+5.7% | 14,413.00+2.3% | 14,286.00+1.6% | 14,297.00+1.7% | 14,077.00+1.0% |
| Total Liabilities & Stockholders Equity | 47,346.00+7.8% | 46,301.00+9.3% | 46,304.00+10.8% | 45,244.00+10.2% | 43,939.00+8.6% | 42,363.00+6.3% | 41,809.00+5.5% | 41,069.00+4.7% |
| Book Value Per Share per share | - | 20.00+3.5% | 19.97+3.3% | 19.81+3.9% | 19.49+2.0% | 19.32+1.4% | 19.34+1.5% | 19.07+0.9% |
| Tangible Book Value Per Share per share | - | 16.57+4.5% | 16.55+4.2% | 16.39+5.1% | 16.03+2.6% | 15.86+1.7% | 15.88+1.8% | 15.60+1.0% |
| Full-Time Employees people | - | - | - | 6,546-1.6% | - | - | - | 6,653+0.4% |
| Price to Book Ratio ratio | 1.76 | 1.82 | 1.93 | 1.80 | 1.92 | 1.75 | 1.89 | 1.70 |
| Return on Assets % | 2.88 | 2.85 | 2.76 | 2.73 | 2.58 | 2.40 | 2.44 | 2.21 |
| Return on Equity % | 8.87 | 8.63 | 8.31 | 8.15 | 7.65 | 6.96 | 7.00 | 6.33 |
| Return on Invested Capital % | 1.05 | 0.66 | 1.32 | 0.81 | 1.01 | 0.62 | 1.37 | 0.59 |
| Quick Ratio ratio | 0.60 | 0.73 | 0.88 | 0.74 | 0.66 | 0.49 | 0.68 | 0.71 |
| Current Ratio ratio | 0.75 | 0.91 | 1.00 | 0.86 | 0.77 | 0.59 | 0.81 | 0.86 |
Cash flow, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Net Income | 367.00+15.4% | 230.00+25.7% | 452.00+9.2% | 268.00+51.4% | 318.00+48.6% | 183.00-3.7% | 414.00+34.9% | 177.00+56.6% |
| Depreciation | 396.00+11.5% | 389.00+10.2% | 389.00+13.7% | 366.00+8.0% | 355.00+5.7% | 353.00+3.2% | 342.00+0.6% | 339.00+1.5% |
| Other Funds (Non Cash) | -30.00 | -22.00 | -25.00 | -36.00 | -20.00 | -24.00 | -3.00 | -4.00 |
| Funds from Operations | 803.00+10.6% | 640.00+10.7% | 910.00+15.0% | 613.00+9.3% | 726.00+27.6% | 578.00+3.0% | 791.00+11.9% | 561.00-8.6% |
| Extraordinary Item | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 113.00-52.9% | -57.00-337.5% | -353.00 | -65.00 | 240.00+13.2% | 24.00-88.3% | -278.00 | -50.00 |
| Income Taxes Payable | 15.00 | -24.00 | -48.00-220.0% | 58.00 | -11.00-184.6% | 0.00-100.0% | 40.00 | -19.00-190.5% |
| Cash from Operating Activities | 916.00-5.2% | 583.00-3.2% | 557.00+8.6% | 548.00+7.2% | 966.00+23.7% | 602.00-21.4% | 513.00+81.9% | 511.00+364.5% |
| Capital Expenditures | -1,191.00 | -1,281.00 | -1,058.00 | -1,162.00 | -1,145.00 | -930.00 | -793.00 | -860.00 |
| Net Assets From Acquisitions | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase of Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale Or Maturity of Investments | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Uses | -18.00 | -68.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -13.00 |
| Other Sources | - | -12.00 | 12.00+20.0% | 18.00 | -2.00 | 0.00 | 10.00+100.0% | -1.00-120.0% |
| Cash from Investing Activities | -1,209.00 | -1,361.00 | -1,046.00 | -1,144.00 | -1,147.00 | -930.00 | -783.00 | -874.00 |
| Cash Dividends Paid | -214.00 | -214.00 | -202.00 | -201.00 | -201.00 | -202.00 | -190.00 | -190.00 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | - | 0.00 | 0.00 | 401.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | - | 0.00 | 0.00 | 401.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | - | 0.00 | 0.00 | 401.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 565.00-53.1% | 80.00-84.3% | 869.00+82.9% | 395.00+30.4% | 1,204.00+237.3% | 508.00+418.4% | 475.00+6.3% | 303.00-59.0% |
| Change in Long Term Debt | -49.00-102.6% | 235.00 | 1,105.00 | 534.00 | 1,895.00+154.0% | 0.00 | 0.00-100.0% | 0.00-100.0% |
| Issuance of Long Term Debt | 1.00-99.9% | 885.00 | 1,123.00 | 1,150.00 | 1,895.00+154.0% | 0.00 | 0.00-100.0% | 0.00-100.0% |
| Reduction of Long Term Debt | -50.00 | -650.00 | -18.00 | -616.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -1.00 | 0.00 | -13.00 | -32.00-633.3% | -21.00 | 0.00 | -14.00 | 6.00+500.0% |
| Other Financing Activities Uses | -1.00 | 0.00 | -13.00 | -32.00-633.3% | -21.00 | 0.00 | -14.00 | 6.00+500.0% |
| Cash from Financing Activities | 350.00-64.4% | -134.00-143.8% | 654.00+141.3% | 563.00+373.1% | 982.00+509.9% | 306.00 | 271.00+9.3% | 119.00-78.8% |
| Net Change in Cash | 57.00-92.9% | -912.00 | 165.00+16400.0% | -33.00 | 801.00+209.3% | -22.00-833.3% | 1.00 | -244.00-971.4% |
| Free Cash Flow | -275.00 | -698.00 | -501.00 | -614.00 | -179.00-275.5% | -328.00-441.7% | -280.00 | -349.00 |
Revenue breakdown
USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| United States | 8,462.00 | 9,042.00 | +6.9% | 100.0% |
| Total | 8,462.00 | 9,042.00 | +6.9% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Corporate | - | 1.00 | - | 0.0% |
| Kentucky Regulated | 3,562.00 | 3,760.00 | +5.6% | 41.6% |
| Pennsylvania Regulated | 2,876.00 | 3,113.00 | +8.2% | 34.4% |
| Rhode Island Regulated | 2,024.00 | 2,168.00 | +7.1% | 24.0% |
| Total | 8,462.00 | 9,042.00 | +6.9% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.58% | 34.4M | 751.0M | 7.28M |
| 2026-10-15 | 4.73% | 35.5M | 751.0M | 7.45M |
| 2026-09-30 | 4.72% | 35.5M | 751.0M | 7.52M |
| 2026-09-15 | 4.73% | 35.5M | 751.0M | 8.53M |
| 2026-08-31 | 4.98% | 37.4M | 751.0M | 8.95M |
| 2026-08-14 | 4.88% | 36.7M | 751.0M | 9.09M |
| 2026-07-31 | 5.20% | 39.0M | 750.8M | 9.13M |
| 2026-07-15 | 5.40% | 40.5M | 750.9M | 9.41M |
| 2026-06-30 | 4.96% | 37.3M | 750.9M | 9.17M |
| 2026-06-15 | 5.29% | 39.7M | 750.6M | 8.14M |
| 2026-05-29 | 5.32% | 40.0M | 750.9M | 7.91M |
| 2026-05-15 | 5.20% | 39.1M | 750.9M | 8.79M |
| 2026-04-30 | 5.25% | 39.4M | 750.8M | 9.31M |
| 2026-04-15 | 5.10% | 38.3M | 750.8M | 9.14M |
| 2026-03-31 | 5.33% | 39.9M | 749.9M | 8.96M |
| 2026-03-13 | 5.32% | 39.9M | 749.9M | 8.75M |
| 2026-02-27 | 5.36% | 40.2M | 749.9M | 8.46M |
| 2026-02-13 | 4.35% | 32.7M | 749.9M | 7.64M |
| 2026-01-30 | 4.33% | 32.0M | 738.4M | 6.62M |
| 2026-01-15 | 4.92% | 36.3M | 738.8M | 6.17M |
Option chain
Expiry 2026-11-20 · underlying 35.21, quoted 12 Nov 15:59 ET · ATM 35.00
Option quotes 12 Nov 15:56 ET. A date on a row is older than the last session (12 Nov). 30 rows.
Implied move 2.49% into expiry (call 0.525 + put 0.350 = 0.875 on 35.21)
Put/call open interest 0.06 (1,511 puts / 23,765 calls) · Put/call volume 0.40 (64 puts / 160 calls)
IV change is points against the prior close.
| Type | Strike | Money | Bid | Ask | Last | Chg | IV | Open int | Volume | Last size | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| call 8 Oct | 25.00 | ITM | 9.80 | 10.70 | 9.78 | 0.00 | 197.4% +62.1 | 0 | 0 | 0 | 0.965 | -0.033 | 0.004 |
| put 22 Sep | OTM | 0.00 | 0.25 | 0.05 | 0.00 | 135.4% 0.0 | 4 | 0 | 0 | -0.034 | -0.033 | 0.004 | |
| call 1 Jan | 26.00 | ITM | 8.90 | 9.70 | 0.00 | 0.00 | 180.0% +57.8 | 0 | 0 | 0 | 0.962 | -0.032 | 0.004 |
| put 1 Jan | OTM | 0.00 | 0.25 | 0.00 | 0.00 | 122.2% 0.0 | 0 | 0 | 0 | -0.037 | -0.033 | 0.004 | |
| call 1 Jan | 27.00 | ITM | 7.90 | 8.80 | 0.00 | 0.00 | 173.1% +63.7 | 0 | 0 | 0 | 0.958 | -0.032 | 0.005 |
| put 29 Sep | OTM | 0.00 | 0.25 | 0.15 | 0.00 | 109.4% 0.0 | 3 | 0 | 0 | -0.041 | -0.032 | 0.005 | |
| call 1 Jan | 28.00 | ITM | 6.90 | 7.80 | 0.00 | 0.00 | 155.9% +58.9 | 0 | 0 | 0 | 0.953 | -0.031 | 0.005 |
| put 2 Oct | OTM | 0.00 | 0.25 | 0.20 | 0.00 | 97.0% 0.0 | 1 | 0 | 0 | -0.046 | -0.031 | 0.005 | |
| call 2 Oct | 29.00 | ITM | 6.00 | 6.80 | 4.00 | 0.00 | 139.0% +54.3 | 1 | 0 | 0 | 0.947 | -0.030 | 0.005 |
| put 23 Sep | OTM | 0.00 | 0.25 | 0.24 | 0.00 | 84.7% 0.0 | 2 | 0 | 0 | -0.052 | -0.030 | 0.005 | |
| call 1 Jan | 30.00 | ITM | 5.00 | 5.80 | 0.00 | 0.00 | 122.3% +49.6 | 0 | 0 | 0 | 0.940 | -0.028 | 0.006 |
| put 15 Oct | OTM | 0.00 | 0.30 | 0.12 | 0.00 | 72.7% 0.0 | 4 | 0 | 0 | -0.059 | -0.028 | 0.006 | |
| call 1 Jan | 31.00 | ITM | 4.00 | 4.80 | 0.00 | 0.00 | 105.6% +44.9 | 0 | 0 | 0 | 0.930 | -0.027 | 0.007 |
| put 26 Oct | OTM | 0.00 | 0.30 | 0.05 | 0.00 | 60.7% 0.0 | 19 | 0 | 0 | -0.070 | -0.027 | 0.007 | |
| call 29 Oct | 32.00 | ITM | 2.90 | 3.70 | 3.80 | 0.00 | 82.0% +31.8 | 18 | 0 | 0 | 0.909 | -0.027 | 0.008 |
| put 4 Nov | OTM | 0.00 | 0.25 | 0.06 | 0.00 | 48.8% -1.4 | 12 | 0 | 0 | -0.090 | -0.027 | 0.008 | |
| call | 33.00 | ITM | 2.10 | 2.35 | 2.20 | -0.40 | 40.1% +2.9 | 2,052 | 6 | 1 | 0.888 | -0.024 | 0.010 |
| put | OTM | 0.00 | 0.10 | 0.05 | 0.00 | 36.6% -0.6 | 227 | 1 | 1 | -0.112 | -0.023 | 0.010 | |
| call | 34.00 | ITM | 0.95 | 1.45 | 1.59 | +0.09 | 33.4% -0.6 | 56 | 1 | 1 | 0.766 | -0.035 | 0.016 |
| put | OTM | 0.05 | 0.25 | 0.10 | -0.05 | 34.4% +0.3 | 159 | 2 | 2 | -0.233 | -0.034 | 0.016 | |
| call 11 Nov | 35.00 | ATM | 0.40 | 0.65 | 0.95 | 0.00 | 26.1% -0.4 | 214 | 0 | 0 | 0.570 | -0.035 | 0.020 |
| put | ATM | 0.25 | 0.45 | 0.35 | -0.02 | 29.4% +1.5 | 455 | 57 | 5 | -0.432 | -0.036 | 0.020 | |
| call 11 Nov | 36.00 | OTM | 0.05 | 0.20 | 0.23 | 0.00 | 23.9% -2.6 | 4,833 | 0 | 0 | 0.291 | -0.030 | 0.018 |
| put | ITM | 0.60 | 1.10 | 0.60 | -0.25 | 30.4% +4.0 | 624 | 3 | 1 | -0.708 | -0.029 | 0.018 | |
| call | 37.00 | OTM | 0.00 | 0.05 | 0.05 | +0.03 | 22.3% -3.6 | 16,425 | 153 | 4 | 0.128 | -0.018 | 0.011 |
| put | ITM | 1.30 | 2.00 | 1.50 | 0.00 | 38.8% +10.8 | 1 | 1 | 1 | -0.881 | -0.017 | 0.010 | |
| call 9 Nov | 38.00 | OTM | 0.00 | 0.25 | 0.11 | 0.00 | 34.0% -2.5 | 163 | 0 | 0 | 0.081 | -0.018 | 0.008 |
| put 1 Jan | ITM | 2.30 | 3.10 | 0.00 | 0.00 | 58.3% +21.8 | 0 | 0 | 0 | -0.918 | -0.017 | 0.008 | |
| call 14 Oct | 39.00 | OTM | 0.00 | 0.25 | 0.03 | 0.00 | 42.7% 0.0 | 2 | 0 | 0 | 0.055 | -0.016 | 0.006 |
| put 1 Jan | ITM | 3.30 | 4.20 | 0.00 | 0.00 | 77.3% +34.6 | 0 | 0 | 0 | -0.945 | -0.014 | 0.006 | |
| call 19 Oct | 40.00 | OTM | 0.00 | 0.25 | 0.02 | 0.00 | 50.9% 0.0 | 1 | 0 | 0 | 0.047 | -0.017 | 0.005 |
| put 1 Jan | ITM | 4.30 | 5.20 | 0.00 | 0.00 | 88.7% +37.8 | 0 | 0 | 0 | -0.952 | -0.015 | 0.005 | |
| call 1 Jan | 41.00 | OTM | 0.00 | 0.25 | 0.00 | 0.00 | 58.6% 0.0 | 0 | 0 | 0 | 0.042 | -0.017 | 0.005 |
| put 1 Jan | ITM | 5.30 | 6.20 | 0.00 | 0.00 | 99.3% +40.7 | 0 | 0 | 0 | -0.957 | -0.016 | 0.005 | |
| call 1 Jan | 42.00 | OTM | 0.00 | 0.25 | 0.00 | 0.00 | 66.0% 0.0 | 0 | 0 | 0 | 0.038 | -0.018 | 0.004 |
| put 1 Jan | ITM | 6.30 | 7.10 | 0.00 | 0.00 | 100.8% +34.8 | 0 | 0 | 0 | -0.961 | -0.016 | 0.004 | |
| call 1 Jan | 43.00 | OTM | 0.00 | 0.25 | 0.00 | 0.00 | 73.0% 0.0 | 0 | 0 | 0 | 0.035 | -0.019 | 0.004 |
| put 1 Jan | ITM | 7.30 | 8.10 | 0.00 | 0.00 | 110.0% +36.9 | 0 | 0 | 0 | -0.964 | -0.017 | 0.004 |
Latest SEC filings
30 of 1,410AllAll annual, quarterly, and current reportsInsider equity awards, transactions, and ownership (Section 16 Reports)Beneficial ownership reportsExempt offeringsRegistration statements and prospectusesFiling review correspondenceSEC orders and noticesProxy materialsTender offers and going private transactionsTrust indenture filings
10-Q filed 2026-11-06, period ended 2026-09-30. 10-K filed 2026-02-20, period ended 2025-12-31. PPL on EDGAR
page 1 of 47Next →
| Filed | Form | Description | Period | Document |
|---|---|---|---|---|
| 2026-11-06 | 10-Q | All annual, quarterly, and current reports | 2026-09-30 | 0000922224-26-000052 index |
| 2026-11-06 | 8-K | All annual, quarterly, and current reports | 2026-11-06 | 0000922224-26-000050 index |
| 2026-10-16 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-15 · transaction | 0001193125-26-424056 index |
| 2026-10-15 | 144 | no category | no report period | 0001959173-26-007398 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412402 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412393 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412387 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412378 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412367 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412361 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412354 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412350 index |
| 2026-10-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-01 · transaction | 0001193125-26-412345 index |
| 2026-09-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-09-01 · transaction | 0001193125-26-380174 index |
| 2026-08-27 | 8-K | All annual, quarterly, and current reports | 2026-08-27 | 0000922224-26-000048 index |
| 2026-08-17 | 8-K | All annual, quarterly, and current reports | 2026-08-14 | 0000922224-26-000046 index |
| 2026-08-07 | 10-Q | All annual, quarterly, and current reports | 2026-06-30 | 0000922224-26-000044 index |
| 2026-08-07 | 8-K | All annual, quarterly, and current reports | 2026-08-07 | 0000922224-26-000042 index |
| 2026-07-31 | SCHEDULE 13G | Beneficial ownership reports | no report period | 0002100121-26-000977 index |
| 2026-07-28 | SCHEDULE 13G/A | Beneficial ownership reports | no report period | 0000038777-26-000209 index |
| 2026-07-23 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-22 · transaction | 0001193125-26-314078 index |
| 2026-07-02 | 3 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 | 0001193125-26-295044 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295040 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295038 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295033 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295029 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295025 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295023 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295019 index |
| 2026-07-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-01 · transaction | 0001193125-26-295016 index |
Insider activity
as of 2026-10-15 · 52 filings| Insider | Title | Date | Type | Shares | Value ($) | Price | Remaining | Form 4 |
|---|---|---|---|---|---|---|---|---|
| Stark Wendy E | EVP & CLO | 2026-10-15 | Sale | 5,406 | 189,805 | 35.11 | 99,220 | Oct 16 04:04 PM |
| Stark Wendy E | Officer | 2026-10-15 | Proposed Sale | 5,406 | 189,805 | 35.11 | - | Oct 15 01:25 PM |
| Martin Christine M | President of a PPL Subsidiary | 2026-09-01 | Option Exercise | 1,212 | 41,778 | 34.47 | 47,948 | Sep 02 04:05 PM |
| Cornett John Gregory | President of a PPL Subsidiary | 2026-06-12 | Sale | 7,051 | 250,734 | 35.56 | 7,769 | Jun 15 07:31 PM |
| Cornett John Gregory | Officer | 2026-06-12 | Proposed Sale | 7,051 | 250,734 | 35.56 | - | Jun 12 11:07 AM |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-04-24 | Option Exercise | 81 | 3,156 | 38.75 | 42,242 | Apr 28 04:08 PM |
| Bonenberger David J | EVP & COO-Utilities | 2026-04-24 | Option Exercise | 217 | 8,390 | 38.75 | 72,056 | Apr 28 04:06 PM |
| Bergstein Joseph P Jr | EVP and CFO | 2026-02-20 | Option Exercise | 21,118 | 790,658 | 37.44 | 223,740 | Feb 24 05:16 PM |
| Bonenberger David J | EVP & COO-Utilities | 2026-02-20 | Option Exercise | 7,875 | 294,840 | 37.44 | 75,215 | Feb 24 05:14 PM |
| Crockett John R III | President of a PPL Subsidiary | 2026-02-20 | Option Exercise | 9,227 | 345,459 | 37.44 | 56,341 | Feb 24 05:13 PM |
| Gosman Angela K | EVP and CHRO | 2026-02-20 | Option Exercise | 8,670 | 324,605 | 37.44 | 60,456 | Feb 24 05:11 PM |
| Henninger Tadd J | SVP-Finance and Treasurer | 2026-02-20 | Option Exercise | 3,374 | 126,323 | 37.44 | 23,936 | Feb 24 05:07 PM |
| Martin Christine M | President of a PPL Subsidiary | 2026-02-20 | Option Exercise | 2,993 | 112,058 | 37.44 | 47,588 | Feb 24 05:05 PM |
| Stark Wendy E | EVP & CLO | 2026-02-20 | Option Exercise | 14,621 | 547,410 | 37.44 | 111,026 | Feb 24 05:03 PM |
| Cornett John Gregory | President of a PPL Subsidiary | 2026-02-20 | Option Exercise | 2,076 | 77,725 | 37.44 | 15,450 | Feb 24 05:01 PM |
| Sorgi Vincent | President and CEO | 2026-02-20 | Option Exercise | 68,775 | 2,574,936 | 37.44 | 675,595 | Feb 24 04:59 PM |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-02-20 | Option Exercise | 3,533 | 132,276 | 37.44 | 43,197 | Feb 24 04:56 PM |
| Beers Marlene C | Vice President and Controller | 2026-02-20 | Option Exercise | 3,282 | 122,878 | 37.44 | 55,898 | Feb 24 04:53 PM |
| Beers Marlene C | Vice President and Controller | 2026-01-29 | Option Exercise | 10,131 | 367,857 | 36.31 | 54,172 | Feb 02 05:40 PM |
| Beers Marlene C | Vice President and Controller | 2026-01-30 | Option Exercise | 636 | 23,063 | 36.25 | 52,800 | Feb 02 05:40 PM |
| Bergstein Joseph P Jr | EVP and CFO | 2026-01-29 | Option Exercise | 65,203 | 2,367,521 | 36.31 | 220,102 | Feb 02 05:39 PM |
| Bergstein Joseph P Jr | EVP and CFO | 2026-01-30 | Option Exercise | 3,875 | 140,470 | 36.25 | 204,319 | Feb 02 05:39 PM |
| Bonenberger David J | EVP & COO-Utilities | 2026-01-29 | Option Exercise | 24,313 | 882,805 | 36.31 | 71,310 | Feb 02 05:38 PM |
| Bonenberger David J | EVP & COO-Utilities | 2026-01-30 | Option Exercise | 2,068 | 74,982 | 36.25 | 68,246 | Feb 02 05:38 PM |
| Crockett John R III | President of a PPL Subsidiary | 2026-01-29 | Option Exercise | 28,490 | 1,034,472 | 36.31 | 53,298 | Feb 02 05:37 PM |
| Crockett John R III | President of a PPL Subsidiary | 2026-01-30 | Option Exercise | 1,427 | 51,732 | 36.25 | 47,757 | Feb 02 05:37 PM |
| Gosman Angela K | EVP and CHRO | 2026-01-29 | Option Exercise | 26,768 | 971,946 | 36.31 | 56,756 | Feb 02 05:35 PM |
| Gosman Angela K | EVP and CHRO | 2026-01-30 | Option Exercise | 2,139 | 77,524 | 36.25 | 52,734 | Feb 02 05:35 PM |
| Martin Christine M | President of a PPL Subsidiary | 2026-01-29 | Option Exercise | 9,241 | 335,541 | 36.31 | 45,915 | Feb 02 05:33 PM |
| Martin Christine M | President of a PPL Subsidiary | 2026-01-30 | Option Exercise | 692 | 25,081 | 36.25 | 44,793 | Feb 02 05:33 PM |
| Sorgi Vincent | President and CEO | 2026-01-29 | Option Exercise | 212,352 | 7,710,501 | 36.31 | 662,263 | Feb 02 05:31 PM |
| Sorgi Vincent | President and CEO | 2026-01-30 | Option Exercise | 15,257 | 553,057 | 36.25 | 613,498 | Feb 02 05:31 PM |
| Stark Wendy E | EVP & CLO | 2026-01-29 | Option Exercise | 45,141 | 1,639,070 | 36.31 | 107,779 | Feb 02 05:29 PM |
| Stark Wendy E | EVP & CLO | 2026-01-30 | Option Exercise | 2,998 | 108,660 | 36.25 | 97,718 | Feb 02 05:29 PM |
| Del Vecchio Dean A | EVP and CTIO | 2026-01-30 | Option Exercise | 2,887 | 104,661 | 36.25 | 2,887 | Feb 02 05:28 PM |
| Cornett John Gregory | President of a PPL Subsidiary | 2026-01-29 | Option Exercise | 6,407 | 232,638 | 36.31 | 14,304 | Feb 02 05:27 PM |
| Cornett John Gregory | President of a PPL Subsidiary | 2026-01-30 | Option Exercise | 660 | 23,922 | 36.25 | 13,575 | Feb 02 05:27 PM |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-01-29 | Option Exercise | 10,907 | 396,033 | 36.31 | 40,945 | Feb 02 05:25 PM |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-01-30 | Option Exercise | 1,304 | 47,270 | 36.25 | 40,047 | Feb 02 05:25 PM |
| Henninger Tadd J | SVP-Finance and Treasurer | 2026-01-29 | Option Exercise | 10,417 | 378,241 | 36.31 | 22,115 | Feb 02 05:24 PM |
| Henninger Tadd J | SVP-Finance and Treasurer | 2026-01-30 | Option Exercise | 719 | 26,053 | 36.25 | 20,769 | Feb 02 05:24 PM |
| Stark Wendy E | EVP & CLO | 2026-01-20 | Option Exercise | 9,650 | 356,190 | 36.91 | 69,682 | Jan 21 04:15 PM |
| Sorgi Vincent | President and CEO | 2026-01-20 | Option Exercise | 45,395 | 1,675,546 | 36.91 | 494,839 | Jan 21 04:14 PM |
| Martin Christine M | President of a PPL Subsidiary | 2026-01-20 | Option Exercise | 1,784 | 65,847 | 36.91 | 38,220 | Jan 21 04:13 PM |
| Henninger Tadd J | SVP-Finance and Treasurer | 2026-01-20 | Option Exercise | 2,227 | 82,192 | 36.91 | 13,486 | Jan 21 04:12 PM |
| Gosman Angela K | EVP and CHRO | 2026-01-20 | Option Exercise | 5,723 | 211,221 | 36.91 | 34,340 | Jan 21 04:11 PM |
| Crockett John R III | President of a PPL Subsidiary | 2026-01-20 | Option Exercise | 6,090 | 224,790 | 36.91 | 29,740 | Jan 21 04:10 PM |
| Cornett John Gregory | President of a PPL Subsidiary | 2026-01-20 | Option Exercise | 1,237 | 45,658 | 36.91 | 9,071 | Jan 21 04:09 PM |
| Bonenberger David J | EVP & COO-Utilities | 2026-01-20 | Option Exercise | 5,198 | 191,848 | 36.91 | 50,901 | Jan 21 04:08 PM |
| Bergstein Joseph P Jr | EVP and CFO | 2026-01-20 | Option Exercise | 13,939 | 514,484 | 36.91 | 166,010 | Jan 21 04:07 PM |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-01-20 | Option Exercise | 2,106 | 77,732 | 36.91 | 31,859 | Jan 21 04:05 PM |
| Beers Marlene C | Vice President and Controller | 2026-01-20 | Option Exercise | 2,166 | 79,944 | 36.91 | 45,792 | Jan 21 04:05 PM |
Monthly total
as of 2026-11 · feed totals, not a recount of the rows above| Month | Bought ($) | Buys | Sold ($) | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 189,805 | 1 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 250,734 | 1 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
as of quote 2026-11-12. 13F filing period is not in this feed — not a live holding. 10 managers, 50.85% of shares, of 93.37% institutional Overlap: Vanguard is on both cards (2 managers, 4 funds). Do not add them. Rowe is on both cards (1 manager, 1 fund). Do not add them. Price is on both cards (1 manager, 1 fund). Do not add them.| Manager | % owned |
|---|---|
| Ovata Capital Management Ltd | 8.97% |
| BlackRock, Inc. | 8.92% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.36% |
| STATE STREET CORP | 5.56% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.01% |
| T. Rowe Price Investment Management, Inc. | 4.31% |
| Invesco Ltd. | 3.90% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.68% |
| FMR LLC | 2.31% |
Funds
as of quote 2026-11-12. 13F filing period is not in this feed — not a live holding. 10 funds, 18.92% of shares, of 93.37% institutional Overlap: Vanguard is on both cards (2 managers, 4 funds). Do not add them. Rowe is on both cards (1 manager, 1 fund). Do not add them. Price is on both cards (1 manager, 1 fund). Do not add them.| Fund | Kind | % owned |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | mutual fund | 3.01% |
| VANGUARD 500 INDEX FUND | mutual fund | 2.59% |
| T. Rowe Price Capital Appreciation Fund | mutual fund | 2.50% |
| VANGUARD MID-CAP INDEX FUND | mutual fund | 2.06% |
| Putnam Large Cap Value Fund | mutual fund | 1.64% |
| State Street(R) Utilities Select Sector SPDR(R) ETF | ETF | 1.63% |
| VANGUARD EQUITY INCOME FUND | mutual fund | 1.60% |
| iShares Core S&P 500 ETF | ETF | 1.38% |
| Fidelity 500 Index Fund | mutual fund | 1.30% |
| SPDR S&P 500 ETF TRUST | ETF | 1.21% |
OakChart. PPL. Cached 15 minutes. Terms