PG&E Corporation

Report azionario NYSE:PCG

Capitalizzazione di mercato: US$37.5b

PG&E Dividendi e riacquisti

Criteri Dividendo verificati 1/6

PG&E è una società che paga dividendi con un rendimento attuale di 1.19% ben coperto dagli utili. La prossima data di pagamento è il 15th July, 2026 con una data di stacco della cedola di 30th June, 2026.

Informazioni chiave

1.2%

Rendimento del dividendo

-3.0%

Rendimento del riacquisto

Rendimento totale per gli azionisti-1.8%
Rendimento futuro dei dividendi2.3%
Crescita dei dividendi-21.3%
Prossima data di pagamento dei dividendi15 Jul 26
Data di stacco del dividendo30 Jun 26
Dividendo per azionen/a
Rapporto di remunerazione12%

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Seeking Alpha Jun 29

PG&E Continues To Incrementally Improve Its Portfolio

Summary PG&E Corporation is targeting robust EPS growth, aiming for $1.65 in 2026 and $2.33 by 2030, with no new equity issuance. PCG's aggressive wildfire mitigation and infrastructure upgrades, including $15 billion in undergrounding, are designed to reduce risk and improve reliability. Rate base is projected to grow 9% annually, supporting a 20%+ dividend payout ratio and a potential 3% yield by 2030. Execution on capital plans and sustained customer quality improvements are critical for long-term PCG returns amid high rates and reputational challenges. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jun 25

PCG: Data Center Power Demand And Grid Upgrades Will Drive Future Repricing

PG&E's consensus analyst price target has edged lower to around $22 per share. This reflects recent cuts of $1 per share at several firms as analysts refresh their utility sector models and incorporate updated views on relative performance versus the broader market and growing data center related power demand.
Articolo di analisi Jun 19

PG&E (PCG) Stock Could Be 27.1% Undervalued on Its Grid Modernization Narrative

PG&E (PCG) shares opened Friday at US$16.48, putting fresh attention on how investors weigh the utility’s latest financial profile, recent share performance, and its role supplying power across northern and central California. See our latest analysis for PG&E. At a US$16.48 share price, PG&E’s recent moves have been fairly mixed, with a small 1 day share price gain alongside a 7 day decline and a modest year to date share price return of 1.29%. The 1 year total shareholder return of 18.24%...
Aggiornamento della narrazione Jun 05

PCG: Wildfire Liability Reforms And Clean Energy Projects Will Drive Future Repricing

Narrative Update The updated analyst price target for PG&E edges down by $0.12 to $22.59. This reflects recent Street revisions that trim targets to around $22 to $23 as analysts refresh utility sector models and factor in broader market underperformance for utilities.
Aggiornamento della narrazione May 17

PCG: Evolving Wildfire Policy And Liability Reform Will Drive Future Repricing

Analysts trimmed their consolidated PG&E price target slightly to about $22.72 from $22.84 as updated models incorporated a modestly higher discount rate, slightly firmer revenue growth and profit margin assumptions, and a lower forward P/E multiple, reflecting a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on PG&E reflects both optimism and caution, with target moves clustering around the low US$20s and a mix of rating upgrades, downgrades, and initiations.
Aggiornamento della narrazione Apr 29

PCG: Wildfire Policy Reform And Liability Reduction Will Drive Future Repricing

Narrative Update The analyst price target for PG&E is nudged higher to $22.84 from $22.63, as analysts factor in updated assumptions around revenue growth, profitability, and future P/E multiples, along with a series of recent target raises and a new bullish initiation. Analyst Commentary Recent research on PG&E shows a mix of optimism around risk reduction and earnings potential, alongside ongoing caution about regulatory outcomes and valuation.
Aggiornamento della narrazione Apr 11

PCG: Wildfire Policy Reform And Liability Reduction Will Drive Future Repricing

PG&E's analyst fair value estimate edges up by about $0.10 per share as analysts factor in updated wildfire policy developments, affordability considerations, and expectations that the stock's P/E discount could narrow with continued risk reduction. Analyst Commentary Recent Street research on PG&E points to a mix of optimism and caution, with several firms updating ratings and price targets as wildfire policy, affordability, and relative valuation stay in focus.
Aggiornamento della narrazione Mar 27

PCG: Wildfire Policy Reform And Liability Legislation Will Drive Future Repricing

PG&E's analyst price targets have edged higher, with the average fair value estimate moving from $22.40 to about $22.53 as analysts factor in updated views on wildfire policy, affordability, and potential changes to utility liability in California. Analyst Commentary Recent research shows a mix of optimism and caution around PG&E, with several firms adjusting ratings and targets as they reassess wildfire policy, affordability, and California utility regulation.
Aggiornamento della narrazione Mar 12

PCG: Wildfire Policy Reform And Liability Clarity Will Shape Future Returns

The analyst price target for PG&E has shifted modestly higher to $22.40, with analysts pointing to updated assumptions around wildfire policy risk, affordability, and a slightly higher future P/E multiple as key drivers of the change. Analyst Commentary Recent research has focused on how wildfire policy, affordability, and relative valuation tie into PG&E's updated price targets and ratings.
Aggiornamento della narrazione Feb 26

PCG: Cost Of Capital And Wildfire Mitigation Partnership Will Shape Future Returns

Analysts have nudged their average price target for PG&E to about $22.13 from $21.27. This reflects updated views on fair value, expected profitability and future P/E assumptions following recent Street research.
Aggiornamento della narrazione Feb 09

PCG: Cost Of Capital Decision Will Shape Future Returns Outlook

Analysts have raised their average price target for PG&E by US$1, citing updated assumptions around the California cost of capital decision, as well as modest adjustments to expected growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$1 price target increase as a sign that updated cost of capital assumptions and modest changes to growth and margins still support their valuation framework for PG&E.
Aggiornamento della narrazione Jan 26

PCG: Cost Of Capital Decision Will Shape Future Earnings Power

Narrative Update Analysts have nudged their PG&E price target higher by about US$1 to roughly US$21.27. They cite updated assumptions for revenue growth, profit margins and future P/E following recent regulatory commentary on California utilities and cost of capital.
Aggiornamento della narrazione Jan 12

PCG: Data Center Demand And Grid Investment Cycle Will Drive Future Upside

PG&E's consensus analyst price target has recently shifted higher into the low $20s, with analysts pointing to sector-wide target resets, TD's view of a significant long term grid investment cycle tied to data center demand, and expectations that PG&E's current valuation does not fully reflect these themes, even as California cost of capital debates continue. Analyst Commentary Recent research highlights a split view on PG&E, with some analysts focused on long term grid investment tied to data center demand and others emphasizing regulatory risk around California's cost of capital.
Aggiornamento della narrazione Dec 26

PCG: Massive Transmission Spend Will Drive Data Center Power Demand Upside

Analysts have nudged their average price target for PG&E up to about $21.20. This reflects a slightly more optimistic view on long term revenue growth from data center driven demand and capital investment opportunities, partially offset by lower allowed returns on equity in California.
Articolo di analisi Dec 15

PG&E (NYSE:PCG) Is Increasing Its Dividend To $0.05

PG&E Corporation ( NYSE:PCG ) will increase its dividend from last year's comparable payment on the 15th of January to...
Aggiornamento della narrazione Dec 11

PCG: Massive Transmission Spend Will Support Data Center Driven Demand Upswing

Analysts modestly increased their price target for PG&E, citing the stock's persistent valuation discount despite top tier expected EPS and rate base growth, improving wildfire risk profile, and a once in a generation demand uplift from data centers, which together support potential multiple expansion toward the low $20s per share range. Analyst Commentary Bullish analysts highlight that PG&E is still trading at a sizable discount to the utility sector, even as expectations for rate base and EPS growth move toward the top end of the peer group.
Aggiornamento della narrazione Nov 27

PCG: Upcoming $73 Billion Transmission Spend Will Meet Surging Power Demand

PG&E’s analyst price target has increased to $21, up from $19.50. Analysts point to continued strong rate base and earnings growth potential, supported by elevated electricity demand and ongoing regulatory developments.
Aggiornamento della narrazione Nov 12

PCG: Future Power Demand From Data Centers Will Drive New Transmission Investments

PG&E’s average analyst price target has increased notably in recent weeks. Updated forecasts now range between $20 and $25 per share as analysts cite improving growth prospects, demand tailwinds from data centers, and constructive regulatory developments.
Aggiornamento della narrazione Oct 29

Surging Data Center Demand Will Drive Major Utility Infrastructure Upgrades

Analysts have raised PG&E's fair value price target from $20.69 to $21.23 per share, citing the company's positioning amid robust electricity demand, a positive regulatory environment, and ongoing upgrades to utility assets. Analyst Commentary Recent research from multiple firms highlights both positive momentum and lingering concerns for PG&E, shaping a nuanced outlook on the company's share price and future potential.
Aggiornamento della narrazione Oct 15

Robust California Data Centers Will Boost Grid Modernization

PG&E’s analyst fair value target has risen by approximately $0.30 to $20.69, as analysts cite improved profit margins, slightly higher revenue growth, and expectations for multiple expansion. These expectations are driven by ongoing operational improvements and positive regulatory developments.
Aggiornamento della narrazione Sep 19

Robust California Data Centers Will Boost Grid Modernization

PG&E’s consensus price target saw a slight downward revision to $20.39 as, despite legislative progress reducing near-term regulatory risks, ongoing wildfire liability uncertainties and affordability issues continue to temper investor sentiment. Analyst Commentary Improved legislative outlook with the passage and strengthening of wildfire fund-related bills has reduced near-term regulatory uncertainties and relieved concerns about shareholder funding requirements.
Articolo di analisi Sep 02

PG&E (NYSE:PCG) Use Of Debt Could Be Considered Risky

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Apr 28

PG&E: An Unpopular Utility Is Improving Its Portfolio

Summary PG&E is improving its portfolio, cash flow, and shareholder returns despite high rates, wildfire risks, and capital costs. The company targets 9% annual EPS growth and plans to increase its dividend by 2028. A massive 8.7 GW datacenter pipeline will help spread transmission costs and stabilize customer bills. Heavy investment in infrastructure aims to modernize the grid, reduce wildfire risks, and drive long-term shareholder returns. Read the full article on Seeking Alpha
Seeking Alpha Feb 20

PG&E Corporation: Robust Earnings Growth Outlook

Summary PG&E Corporation is transitioning from a low-growth utility to a high-growth company, driven by rising power demand and a 5.5GW data center pipeline. The fully funded $63 billion capex plan through 2028 supports a 10% CAGR in rate base and >9% earnings growth. Despite strong earnings growth prospects, PCG stock trades at a ~42% discount to peers, offering a potential 70% upside if valuation aligns with peers. Wildfire liabilities remain a risk, but active legislative engagement and strong execution on growth plans could mitigate these concerns. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Investors Are Overly Discounting PG&E's Financial And Legal Protections

Summary There is press speculation that one of the Southern California fires, Eaton, may have been related to transmission equipment owned by SoCal Edison. California passed a bill called AB1054 which protects the state’s investor-owned utilities from these liabilities. PG&E is now trading slightly below 10x 2026 earnings, versus regulated utility peers trading above 15x. We believe PCG investors are overly discounting the financial and legal protections provided by AB 1054. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

PCG.PR.X: 6.00% Mandatory Convertible Preferred Stock IPO From PG&E Corporation

Summary PG&E Corp's new 6.00% Series A Mandatory Convertible Preferred Stock (PCG.PR.X) offers a cumulative annual dividend with a conversion clause based on the common stock price. PCG-X is currently trading at $50.11 with a Yield to Maturity of 5.92% but is overvalued compared to similar duration OTC bonds. PG&E's capital structure shows a poor coverage ratio, indicating a high risk for preferred shareholders if the company's reorganization falters. Conversion evaluation of PCG-X shows that at the moment there is no arbitrage with the common share. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

PG&E's New Convertible Preferred Offers Dual Benefit

Summary PG&E has a new series of 6% preferred stock that converts into common after three years. The conversion terms offer a potential 25% upside. There are more risks than with a conventional preferred. PG&E has been in an uptrend as its wildfire prevention efforts have succeeded for three straight fire seasons. Read the full article on Seeking Alpha
Seeking Alpha Nov 08

PG&E: The Earnings Outlook Still Looks Good, Shares Undervalued

Summary PG&E remains a bargain with a trailing 12-month operating P/E of 14.6, a 23% discount to the sector, and a favorable PEG ratio. Despite wildfire risks and past bankruptcies, PG&E's valuation is compelling, with positive EPS trends and solid revenue growth projections. Technical analysis shows PG&E in an uptrend, targeting $22-$23, supported by a rising 200-day moving average and a bullish breakout. I maintain a buy rating on PG&E, expecting further gains into 2025 due to its undervaluation and strong financial outlook. Read the full article on Seeking Alpha
Seeking Alpha Aug 28

PG&E Corporation: Likely To Benefit From Approvals And Project Expansion Into 2025

Summary PG&E Corporation reported a 13.16% YoY revenue growth in Q2 2024, raising its earnings guidance by 10% into 2025 and 9% annually through 2028. Despite strong financials and regulatory approvals, PG&E offers low shareholder returns compared to rivals, necessitating an increase in dividends to match industry peers. The CPUC's approval of net billing tariffs and higher customer payments will support PG&E's infrastructural plans and increased demand from EVs, AI, and data centers. PG&E's stock is slightly undervalued with a forward P/E ratio of 15.83X, indicating potential upside into 2025, making it a hold. Read the full article on Seeking Alpha
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Nuova narrazione Aug 20

Steady Growth And Robust Infrastructure Investments Mark Bright Future For Utility Giant

PG&E's commitment to significant earnings growth and infrastructure investment supports a strong financial outlook, enhancing investor revenue predictability.

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I pagamenti dei dividendi di PCG sono stati volatili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di PCG sono diminuiti negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

PG&E Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di PCG rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (PCG)1.2%
Fondo del 25% del mercato (US)1.3%
Top 25% del mercato (US)4.2%
Media del settore (Electric Utilities)2.8%
Analista previsionale (PCG) (fino a 3 anni)2.3%

Dividendo notevole: Il dividendo di PCG ( 1.19% ) non è degno di nota rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.34% ).

Dividendo elevato: Il dividendo di PCG ( 1.19% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.15%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Grazie al suo basso payout ratio ( 11.6% ), i pagamenti dei dividendi di PCG sono completamente coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: PCG sta pagando un dividendo ma la società non ha flussi di cassa liberi.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/06 15:28
Prezzo dell'azione a fine giornata2026/07/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

PG&E Corporation è coperta da 27 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays