Pinnacle West Capital Gestione
Criteri Gestione verificati 3/4
Pinnacle West Capital Il CEO è Ted Geisler, nominato in Apr2025, e ha un mandato di 1.08 anni. la retribuzione annua totale è $ 8.41M, composta da 11.2% di stipendio e 88.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.041% delle azioni della società, per un valore di $ 5.15M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 3.8 anni.
Informazioni chiave
Ted Geisler
Amministratore delegato
US$8.4m
Compenso totale
| Percentuale dello stipendio del CEO | 11.15% |
| Mandato del CEO | 1.1yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 2.3yrs |
| Durata media del Consiglio di amministrazione | 3.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 05
Pinnacle West: An AI Load Growth Beneficiary, But Fairly Priced (Rating Upgrade)
Summary Pinnacle West (PNW) is upgraded from sell to hold as shares approach fair value after a strong technical breakout and solid Q1 results. PNW delivered Q1 GAAP EPS of $0.27 and revenue of $1.15B, beating expectations, with robust 9.4% retail sales growth driven by 14.6% C&I demand. Management reaffirmed FY 2026 EPS guidance of $4.55–$4.75 and targets 5–7% long-term EPS growth, supported by $10.4B capex through 2028. Key risks include higher interest rates, regulatory outcomes on the 2025 APS Rate Case, and operational challenges from surging AI-driven demand. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 27
PNW: Regulatory Outcomes And 2026 Earnings Guidance Will Shape Fairly Balanced Outlook
The analyst price target for Pinnacle West Capital has been adjusted slightly higher to around $106, as analysts factor in updated fair value estimates, modest tweaks to revenue growth and margin assumptions, and refreshed P/E expectations following a series of mixed but generally upward target revisions across the Street. Analyst Commentary Recent research on Pinnacle West Capital reflects a mix of cautious optimism and valuation discipline, with several firms updating price targets after Q4 results and model refreshes.Aggiornamento della narrazione • Apr 12
PNW: Regulatory Progress And 2026 Earnings Guidance Will Shape Core Holding Potential
Analyst price targets for Pinnacle West Capital have moved higher, with the fair value estimate rising by about $2.63 to $104.85 as analysts factor in updated models following recent Q4 results, modestly adjusted growth and profitability assumptions, and a slightly higher future P/E of 19.89x. Analyst Commentary Recent research updates around Pinnacle West Capital point to a cluster of higher price targets following Q4 results, with several firms recalibrating their models and ratings.Aggiornamento della narrazione • Mar 29
PNW: Regulatory Execution And 2026 Earnings Outlook Will Shape Core Holding Appeal
The analyst price target for Pinnacle West Capital has edged higher by about $0.21 to $102.21, reflecting a series of recent target increases as analysts factor in updated models, Q4 results, and ongoing regulatory execution as key drivers. Analyst Commentary Recent Street research on Pinnacle West Capital points to a mixed but generally constructive tone, with several firms adjusting their models and fine tuning views on regulatory execution, earnings quality, and relative valuation within the utilities group.Aggiornamento della narrazione • Mar 15
PNW: Regulatory Progress And Earnings Quality Will Shape Core Holding Case
The analyst fair value estimate for Pinnacle West Capital has moved from $100.85 to $102.00, reflecting a series of higher Street price targets clustered in the $96 to $109 range, as analysts factor in recent earnings, updated models, and the importance of regulatory execution over the coming year. Analyst Commentary Street research on Pinnacle West Capital has shifted toward higher fair value ranges, but with clear conditions attached, especially around regulation and earnings quality.Aggiornamento della narrazione • Mar 01
PNW: Regulatory Execution And Sector Trends Will Shape Core Holding Potential
The updated analyst price target for Pinnacle West Capital moves to $100.85 from $95.92, reflecting higher Street targets in a $96 to $109 range as analysts factor in Q4 results and the view that better regulatory execution could support the company becoming a core utility holding. Analyst Commentary Street research on Pinnacle West Capital has been active around the latest Q4 print, with several firms updating models and resetting price targets in a fairly tight band.Aggiornamento della narrazione • Feb 15
PNW: Arizona Regulation And Sector Repricing Will Shape Steady Earnings Expectations
Analyst price targets on Pinnacle West Capital have shifted in a mixed but slightly higher range, with recent changes including $4 increases from RBC Capital and Morgan Stanley, along with $1 and $5 trims from Wells Fargo and Barclays, as analysts update their views on regulated utilities and valuation assumptions. Analyst Commentary Recent research updates on Pinnacle West Capital show both supportive and cautious views, with adjustments reflecting broader moves across regulated utilities and refreshed valuation work.Aggiornamento della narrazione • Feb 01
PNW: Arizona Regulation And Data Demand Will Shape Steady Earnings Expectations
Analysts have made a modest trim to their Pinnacle West Capital price target to about $95.92, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples following mixed recent target changes across the Street. Analyst Commentary Recent research updates on Pinnacle West Capital show a mix of cautious and constructive views, with several firms adjusting price targets both higher and lower.Articolo di analisi • Jan 09
The Returns At Pinnacle West Capital (NYSE:PNW) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Aggiornamento della narrazione • Dec 06
PNW: Arizona Regulation And Data Demand Will Shape A Balanced Earnings Path
Pinnacle West Capital's analyst price target nudged slightly lower to about $96 from roughly $97 as analysts balance improving earnings visibility and load driven growth against lingering regulatory uncertainty and only gradual progress in Arizona's rate environment. Analyst Commentary Recent Street research on Pinnacle West Capital reflects a generally balanced stance, with most firms maintaining neutral to moderately positive ratings while fine tuning price targets around the mid to upper $90 range.Aggiornamento della narrazione • Nov 22
PNW: Improving Arizona Regulation And Data Demand Will Shape Earnings Outlook
Pinnacle West Capital's analyst price target has modestly declined, dropping from $96.07 to $95.93 per share. Analysts cite ongoing uncertainties around regulatory improvements in Arizona and tempered expectations for near-term earnings growth, even though there are positive long-term structural trends.Articolo di analisi • Nov 06
Pinnacle West Capital Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Pinnacle West Capital Corporation ( NYSE:PNW ) came out with its quarterly results last week, and we wanted to see how...Aggiornamento della narrazione • Nov 06
PNW: Future Sector Tailwinds And Regulatory Changes Will Shape Earnings Path
Pinnacle West Capital's analyst price target was modestly reduced by $0.18 to $96.07. Analysts cite steady sector conditions, regulatory uncertainty in Arizona, and incremental updates to growth and profit outlooks as supporting factors.Articolo di analisi • Oct 28
Pinnacle West Capital (NYSE:PNW) Is Increasing Its Dividend To $0.91
The board of Pinnacle West Capital Corporation ( NYSE:PNW ) has announced that the dividend on 1st of December will be...Aggiornamento della narrazione • Oct 22
Analyst Commentary Highlights Modest Valuation Increase for Pinnacle West Capital Amid Sector Tailwinds
Analysts have modestly increased their fair value estimate for Pinnacle West Capital, raising the price target by $1.33 to $96.25. This adjustment is attributed to improved revenue growth expectations driven by sector trends and ongoing regulatory developments.Aggiornamento della narrazione • Sep 17
Grid Modernization And Arizona Expansion Will Create Future Value
Analysts have slightly lowered their price target for Pinnacle West Capital to $94.92, reflecting cautious optimism driven by improving regulatory trends and growth prospects in Arizona, offset by a more moderate outlook for revenue growth. Analyst Commentary Bullish analysts note improving structural trends in Arizona's regulatory environment, citing the 2025 General Rate Case (GRC) as a key driver for reduced regulatory lag.Articolo di analisi • Aug 29
Calculating The Fair Value Of Pinnacle West Capital Corporation (NYSE:PNW)
Key Insights The projected fair value for Pinnacle West Capital is US$89.64 based on Dividend Discount Model With...Articolo di analisi • Aug 04
Pinnacle West Capital's (NYSE:PNW) Returns Have Hit A Wall
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • May 30
Here's Why Pinnacle West Capital (NYSE:PNW) Is Weighed Down By Its Debt Load
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 14
Pinnacle West: Steady Income Generator For Sleep-Well-At-Night Returns
Summary Pinnacle West Capital has demonstrated strong business fundamentals and growth catalysts on the horizon. PNW benefits from favorable regulatory developments, robust residential growth, and increasing demand from Arizona's expanding semiconductor industry. With a solid balance sheet, reliable operations, and a well-covered 3.9% dividend yield, PNW remains an attractive income investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Pinnacle West Is Back To Fair Valuation
Summary Pinnacle West is currently overvalued, with limited growth prospects and a forecasted annual return below 5%, leading me to rate it as a "Hold." Despite recent regulatory improvements and population growth in Arizona, PNW's EPS growth is expected to be modest, and its dividend growth is likely to remain low. The company's significant capital expenditure plans and debt obligations further constrain its upside potential, making other utilities like Enel more attractive investments. My target price for PNW is $80/share, reflecting normalized earnings and investment plans, and I recommend holding rather than buying at current valuations. Read the full article on Seeking Alpha
Nuova narrazione • Aug 25
New Customer Rates And Calculated Investments Propel Revenue Growth In C&I Sectors
Increased revenue potential through new customer rates and sales growth in Commercial & Industrial sectors.Seeking Alpha • Aug 16
Wait On Pinnacle West Capital For Lower Interest Rates
Summary Pinnacle West Capital Corporation is a $9.8 billion market cap company offering a 4.1% dividend and a low 0.50 beta. The company owns the largest nuclear power generating station in the US, benefiting from increased electricity demand from data centers. Pinnacle West is expected to benefit if interest rates are cut, but investors may want to wait for a stock price drop for a larger dividend payout. Read the full article on Seeking AlphaSeeking Alpha • Jul 12
Pinnacle West: Shares Look Fully Valued Now, But Growth Is On The Horizon
Summary This is Arizona’s largest electric utility, now with 1.4 million customers and Phoenix and Flagstaff in its territory. It weathered an adverse regulatory decision in 2021 that cut its earnings, but this is now overturned and reasonable rates restored. Earnings outlooks were revised upward and dividend growth at higher rates should resume next year. Data centers and population growth in Arizona are expected to increase electric demand, benefiting Pinnacle West as the primary utility in the state. It remains an attractive dividend stock. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Pinnacle West: Demand For Its Electricity Is Booming
Summary Pinnacle West, the primary electric utility in Phoenix, is expected to benefit from the city's booming population and job growth. The company has a strong growth pipeline, with plans to invest in transmission and generation assets, leading to a substantial increase in its rate base. Despite its positive outlook, PNW is currently undervalued compared to its peers, making it an attractive investment opportunity. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$654m |
| Dec 31 2025 | US$8m | US$938k | US$617m |
| Sep 30 2025 | n/a | n/a | US$594m |
| Jun 30 2025 | n/a | n/a | US$576m |
| Mar 31 2025 | n/a | n/a | US$587m |
| Dec 31 2024 | US$4m | US$700k | US$609m |
| Sep 30 2024 | n/a | n/a | US$616m |
| Jun 30 2024 | n/a | n/a | US$619m |
| Mar 31 2024 | n/a | n/a | US$522m |
| Dec 31 2023 | US$3m | US$670k | US$502m |
| Sep 30 2023 | n/a | n/a | US$478m |
| Jun 30 2023 | n/a | n/a | US$406m |
| Mar 31 2023 | n/a | n/a | US$463m |
| Dec 31 2022 | US$3m | US$622k | US$484m |
| Sep 30 2022 | n/a | n/a | US$535m |
| Jun 30 2022 | n/a | n/a | US$549m |
| Mar 31 2022 | n/a | n/a | US$600m |
| Dec 31 2021 | US$2m | US$450k | US$619m |
| Sep 30 2021 | n/a | n/a | US$572m |
| Jun 30 2021 | n/a | n/a | US$578m |
| Mar 31 2021 | n/a | n/a | US$556m |
| Dec 31 2020 | US$1m | US$380k | US$551m |
Compensazione vs Mercato: La retribuzione totale di Ted ($USD 8.41M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Ted è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Ted Geisler (46 yo)
1.1yrs
Mandato
US$8,414,652
Compensazione
Mr. Theodore N. Geisler, also known as Ted, is Chairman of the Board and CEO of Arizona Public Service Company from April 1, 2025. Mr. Geisler serves as Chairman of the Board and CEO of Arizona Public Serv...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board | 1.1yrs | US$8.41m | 0.041% $ 5.1m | |
| Senior VP & CFO | 4yrs | US$3.39m | 0.024% $ 3.0m | |
| Senior VP | 1.3yrs | US$1.96m | 0.0048% $ 601.3k | |
| Executive VP & Chief Nuclear Officer of APS | no data | US$3.63m | 0.033% $ 4.1m | |
| Executive VP & Chief Operating Officer of APS | 5.3yrs | US$3.80m | 0.0075% $ 936.9k | |
| VP, Controller & Chief Accounting Officer | 6.9yrs | Nessun dato | 0.0098% $ 1.2m | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| SVP of Nuclear Regulatory & Oversight of Palo Verde Generating Station for APS | 2.3yrs | Nessun dato | Nessun dato | |
| Assistant VP & Corporate Secretary | no data | Nessun dato | Nessun dato | |
| VP & Treasurer | 2.3yrs | Nessun dato | 0.00041% $ 51.1k |
2.3yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di PNW è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board | 2.3yrs | US$8.41m | 0.041% $ 5.1m | |
| Independent Director | 1.8yrs | US$285.23k | 0.00063% $ 78.6k | |
| Independent Director | 6.3yrs | US$304.29k | 0.00045% $ 56.1k | |
| Independent Director | 7.4yrs | US$322.09k | 0.0022% $ 273.2k | |
| Independent Director | 5.3yrs | US$304.10k | 0.0052% $ 647.5k | |
| Independent Director | 1.8yrs | US$284.10k | 0.000080% $ 10.0k | |
| Independent Lead Director | 9.6yrs | US$334.90k | 0.0091% $ 1.1m | |
| Independent Director | 4.3yrs | US$290.39k | 0.0023% $ 285.7k | |
| Independent Director | 3.3yrs | US$284.10k | 0.0024% $ 293.2k | |
| Independent Director | 1.8yrs | US$296.35k | 0.0012% $ 146.0k |
3.8yrs
Durata media
62.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PNW sono considerati esperti (durata media dell'incarico 3.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 16:53 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; abbiamo anche guide su come utilizzare i nostri report e 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
Pinnacle West Capital Corporation è coperta da 26 analisti. 12 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.
| Analista | Istituzione |
|---|---|
| Gary Hovis | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |