Talen Energy（1TLN）株式概要独立系発電・インフラ企業であるタレン・エナジー・コーポレーションは、米国内の卸電力市場で電力、容量、アンシラリーサービスを生産・販売している。 詳細1TLN ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績0/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より68%で取引されている 収益は年間32.42%増加すると予測されています アナリストらは、株価が22.7%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1TLN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,687 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG492,687 investors already sharing narrativesYour Fair Value€Current Price€338.00108.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b6b2016201920222025202620282031Revenue US$6.0bEarnings US$791.4mAdvancedSet Fair ValueView all narrativesTalen Energy Corporation 競合他社EdisonSymbol: BIT:EDNRMarket cap: €9.1bSnamSymbol: BIT:SRGMarket cap: €20.7bTernaSymbol: BIT:TRNMarket cap: €20.5bItalgasSymbol: BIT:IGMarket cap: €10.1b価格と性能株価の高値、安値、推移の概要Talen Energy過去の株価現在の株価US$338.0052週高値US$373.5052週安値US$270.70ベータ1.621ヶ月の変化9.74%3ヶ月変化20.71%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化0.54%最新ニュースNew Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Significant insider selling over the past 3 months (€852k sold).Recent Insider Transactions • Jun 18Independent Director recently sold €852k worth of stockOn the 15th of June, Gizman Abbas sold around 3k shares on-market at roughly €328 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jun 17Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC.Talen Energy Corporation (NasdaqGS:TLN) entered into definitive agreement to acquire High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC for $3.5 billion on January 15, 2026. A cash consideration of $2.55 billion will be paid by Talen Energy Corporation, subject to customary adjustments for net working capital, cash, indebtedness, certain casualty losses and transaction expenses, and the stock component of consideration consists of 2.399998 million shares of Talen Energy Corporation having a value of $900 million to be issued for assets of High-Quality PJM Natural Gas Assets. As part of consideration, $3.45 billion is paid towards assets of High-Quality PJM Natural Gas Assets. Talen expects to issue new debt to fund the cash portion of the purchase price. The transaction is subject to the satisfaction of customary closing conditions, including the expiration or termination of the waiting period pursuant to the Hart-Scott-Rodino Act of 1976, and regulatory approvals from the Federal Energy Regulatory Commission, Indiana Utility Regulatory Commission and other regulatory agencies, and is expected to close early in the second half of 2026. As of April 16, 2026, Talen Energy Supply, LLC, a wholly owned subsidiary of Talen Energy Corporation has priced issuances of $1.5 billion in aggregate principal amount of 6.125% senior notes due 2031 and $2.5 billion in aggregate principal amount of 6.375% senior notes due 2033 in private placement transactions. As of June 1, 2026, Talen received clearance from the Federal Energy Regulatory Commission today and from the Indiana Utility Regulatory Commission on May 27, 2026. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026.The Company intends to use the net proceeds from the issuance and sale of the Notes to fund the acquisition. The transaction is expected to be immediately accretive to adjusted free cash flow per share by over 15 % annually through 2030E. RBC Capital Markets, LLC acted as financial advisor for Talen Energy Corporation. Kirkland & Ellis LLP acted as legal advisor for Talen Energy Corporation. White & Case LLP acted as legal advisor for Talen Energy Corporation. Jefferies LLC acted as financial advisor for Energy Capital Partners, LLC. PEI Global Partners LLC acted as financial advisor for Energy Capital Partners, LLC. John Franchini, Aaron Stine, and Evelyn Liristis of Milbank LLP acted as legal advisor for Energy Capital Partners, LLC. Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC on June 15, 2026. The Acquisition follows the completion of customary closing conditions and receipt of all required regulatory approvals and clearances from the FERC, the Indiana Utility Regulatory Commission, the Federal Trade Commission and the U.S. Department of Justice, and other regulatory agencies.お知らせ • Jun 03Talen Energy Corporation Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby AcquisitionTalen Energy Corporation announced that it has received the remaining outstanding regulatory approvals related to its previously announced acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. Talen received clearance from the Federal Energy Regulatory Commission and from the Indiana Utility Regulatory Commission on May 27. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026. The Acquisition remains subject to customary closing conditions, which Talen expects to be promptly satisfied, and is anticipated to close in the coming weeks.お知らせ • May 22Talen Energy Corporation Announces Executive ChangesTalen Energy Corporation announced that Daniel “Dan” Kelly has been named General Counsel and Corporate Secretary. In this role, Kelly leads the Company’s legal, regulatory, and external affairs functions, oversees corporate governance, and serves as the primary point of contact for the Board of Directors in these areas. He succeeds John Wander, who today retired as General Counsel and Corporate Secretary, following a transition period with Kelly. Kelly brings 25 years of legal and governance experience to Talen. Most recently, he worked for Vistra Corp. as Senior Vice President and Deputy General Counsel, where he oversaw a team of 30 attorneys and compliance specialists, advised senior management and the Board of Directors, and managed all litigation, environmental, nuclear, labor & employment, and commercial regulatory compliance activities. Kelly has also worked as an attorney at the Dallas office of Vinson & Elkins LLP, where his practice focused on a combination of general business litigation, energy/regulatory matters, condemnation, and media litigation. Before entering private practice, he served as a judicial law clerk for A. Joe Fish, chief judge of the U.S. District Court for the Northern District of Texas in Dallas, and for Pasco M. Bowman, circuit judge of the U.S. Eighth Circuit Court of Appeals in Kansas City, Missouri. Prior to law school, he worked in Washington, D.C., as a legislative assistant to U.S. Senator Kent Conrad of North Dakota. Kelly graduated with his law degree cum laude from the University of Michigan and received his undergraduate degree from Lawrence University.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.最新情報をもっと見るRecent updatesNew Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Significant insider selling over the past 3 months (€852k sold).Recent Insider Transactions • Jun 18Independent Director recently sold €852k worth of stockOn the 15th of June, Gizman Abbas sold around 3k shares on-market at roughly €328 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jun 17Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC.Talen Energy Corporation (NasdaqGS:TLN) entered into definitive agreement to acquire High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC for $3.5 billion on January 15, 2026. A cash consideration of $2.55 billion will be paid by Talen Energy Corporation, subject to customary adjustments for net working capital, cash, indebtedness, certain casualty losses and transaction expenses, and the stock component of consideration consists of 2.399998 million shares of Talen Energy Corporation having a value of $900 million to be issued for assets of High-Quality PJM Natural Gas Assets. As part of consideration, $3.45 billion is paid towards assets of High-Quality PJM Natural Gas Assets. Talen expects to issue new debt to fund the cash portion of the purchase price. The transaction is subject to the satisfaction of customary closing conditions, including the expiration or termination of the waiting period pursuant to the Hart-Scott-Rodino Act of 1976, and regulatory approvals from the Federal Energy Regulatory Commission, Indiana Utility Regulatory Commission and other regulatory agencies, and is expected to close early in the second half of 2026. As of April 16, 2026, Talen Energy Supply, LLC, a wholly owned subsidiary of Talen Energy Corporation has priced issuances of $1.5 billion in aggregate principal amount of 6.125% senior notes due 2031 and $2.5 billion in aggregate principal amount of 6.375% senior notes due 2033 in private placement transactions. As of June 1, 2026, Talen received clearance from the Federal Energy Regulatory Commission today and from the Indiana Utility Regulatory Commission on May 27, 2026. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026.The Company intends to use the net proceeds from the issuance and sale of the Notes to fund the acquisition. The transaction is expected to be immediately accretive to adjusted free cash flow per share by over 15 % annually through 2030E. RBC Capital Markets, LLC acted as financial advisor for Talen Energy Corporation. Kirkland & Ellis LLP acted as legal advisor for Talen Energy Corporation. White & Case LLP acted as legal advisor for Talen Energy Corporation. Jefferies LLC acted as financial advisor for Energy Capital Partners, LLC. PEI Global Partners LLC acted as financial advisor for Energy Capital Partners, LLC. John Franchini, Aaron Stine, and Evelyn Liristis of Milbank LLP acted as legal advisor for Energy Capital Partners, LLC. Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC on June 15, 2026. The Acquisition follows the completion of customary closing conditions and receipt of all required regulatory approvals and clearances from the FERC, the Indiana Utility Regulatory Commission, the Federal Trade Commission and the U.S. Department of Justice, and other regulatory agencies.お知らせ • Jun 03Talen Energy Corporation Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby AcquisitionTalen Energy Corporation announced that it has received the remaining outstanding regulatory approvals related to its previously announced acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. Talen received clearance from the Federal Energy Regulatory Commission and from the Indiana Utility Regulatory Commission on May 27. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026. The Acquisition remains subject to customary closing conditions, which Talen expects to be promptly satisfied, and is anticipated to close in the coming weeks.お知らせ • May 22Talen Energy Corporation Announces Executive ChangesTalen Energy Corporation announced that Daniel “Dan” Kelly has been named General Counsel and Corporate Secretary. In this role, Kelly leads the Company’s legal, regulatory, and external affairs functions, oversees corporate governance, and serves as the primary point of contact for the Board of Directors in these areas. He succeeds John Wander, who today retired as General Counsel and Corporate Secretary, following a transition period with Kelly. Kelly brings 25 years of legal and governance experience to Talen. Most recently, he worked for Vistra Corp. as Senior Vice President and Deputy General Counsel, where he oversaw a team of 30 attorneys and compliance specialists, advised senior management and the Board of Directors, and managed all litigation, environmental, nuclear, labor & employment, and commercial regulatory compliance activities. Kelly has also worked as an attorney at the Dallas office of Vinson & Elkins LLP, where his practice focused on a combination of general business litigation, energy/regulatory matters, condemnation, and media litigation. Before entering private practice, he served as a judicial law clerk for A. Joe Fish, chief judge of the U.S. District Court for the Northern District of Texas in Dallas, and for Pasco M. Bowman, circuit judge of the U.S. Eighth Circuit Court of Appeals in Kansas City, Missouri. Prior to law school, he worked in Washington, D.C., as a legislative assistant to U.S. Senator Kent Conrad of North Dakota. Kelly graduated with his law degree cum laude from the University of Michigan and received his undergraduate degree from Lawrence University.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.お知らせ • Apr 14Talen Energy Corporation to Report Q1, 2026 Results on May 05, 2026Talen Energy Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026Board Change • Apr 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Mar 20Talen Energy Corporation, Annual General Meeting, May 05, 2026Talen Energy Corporation, Annual General Meeting, May 05, 2026.Reported Earnings • Feb 27Full year 2025 earnings released: US$4.79 loss per share (vs US$18.40 profit in FY 2024)Full year 2025 results: US$4.79 loss per share (down from US$18.40 profit in FY 2024). Revenue: US$2.58b (up 25% from FY 2024). Net loss: US$219.0m (down 122% from profit in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe.お知らせ • Feb 05Talen Energy Corporation to Report Q4, 2025 Results on Feb 26, 2026Talen Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €364, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Renewable Energy industry in Europe.お知らせ • Dec 16+ 1 more updateTalen Energy Corporation Announces Management Changes, Effective December 15, 2025Talen Energy Corporation (Company) announced that its Board of Directors (Board) approved several changes to Talen’s executive management team to align with its business strategy and provide continuity of leadership. Terry L. Nutt has been appointed President of the Company (responsible for the daily operations of the company’s business, including plant operations, commercial activities, administrative functions, regulatory and other external stakeholder engagements), effective December 15, 2025; and in addition, the company announced that: Brad Berryman will assume the role of Chief Operating Officer of the company (responsible for operations of Talen’s entire power generation fleet), effective December 15, 2025, Ed Casulli will assume the role of Chief Nuclear Officer of the Company (responsible for operations of Talen’s Susquehanna nuclear power facility), effective December 15, 2025; Dale Lebsack will assume the role of Chief Asset Development Officer of the Company (responsible for assessing, designing and constructing new generation assets for Talen, as well as developing site opportunities for new generation and large load interconnections), effective December 15, 2025; Darren Olagues will continue as the Company’s Chief Development Officer (maintaining responsibility for corporate strategy and M&A activity, and expanding to oversee data center commercial strategies); extended the term of the employment agreements of certain other of the Company’s executive officers, including the Chief Administrative Officer, the Chief Development Officer and the Chief Commercial Officer through February 2027, in each case, with one year evergreen renewals thereafter. Chris Morice will continue as the Company’s Chief Commercial Officer (responsible for the Company’s hedging and trading activities across all commodities and commercial origination efforts); Andy Wright will continue as the Company’s Chief Administrative Officer (responsible for human resources, information technology and corporate security); and John Wander, the Company’s General Counsel and Corporate Secretary, has notified the Company of his intent to retire at the end of June 2026. Mr. Wander will continue to provide oversight of the Company’s legal functions until retirement, and the Company will conduct a search process to identify Mr. Wander’s replacement. Mr. McFarland resigned as President of the Company but will remain in his position as Chief Executive Officer and a member of the Board. Mr. Nutt, age 49, had served as the Company’s Chief Financial Officer from July 2023 through his appointment as President. He has over 25 years of experience in the energy industry, including time spent at independent power producers and energy trading firms. From 2018 until 2023, he served as Chief Financial Officer and Managing Director for EDF Trading North America (“EDF”), the energy commodity trading subsidiary of Électricité de France (EDF) S.A., a multinational energy utility headquartered in France. Prior to his service at EDF, Mr. Nutt served in multiple senior finance positions at Vistra Corporation (and its predecessor entities) (“Vistra”), including as Senior Vice President and Controller and Senior Vice President of Risk Management. Prior to his time at Vistra, Mr. Nutt worked in various finance roles at Dynegy Inc. Mr. Nutt earned his M.S. in Accounting and his B.B.A., summa cum laude, from Texas A&M University. Mr. Berryman, age 57, has served as the Company’s senior vice president and Chief Nuclear Officer since September 2018, where he was responsible for overseeing all aspects of the Susquehanna nuclear power plant that the Company majority owns and operates. Mr. Berryman joined the Company in early 2017 in the role of site vice president for Susquehanna, where he was responsible for all plant operations and personnel. With over two decades of extensive commercial nuclear experience, Mr. Berryman has held positions of increasing importance spanning various technical, operational, training and financial capacities. Prior to joining the Company, he served as general manager at Turkey Point Nuclear Generating Station. He also held leadership roles at Wolf Creek Nuclear Operating Corporation, Palo Verde Nuclear Generating Station and Arkansas Nuclear One. In addition, he proudly served his country in the U.S. Navy as part of the submarine fast attack fleet. Mr. Berryman earned his B.S., summa cum laude, in Organizational Management from Central Baptist College.Board Change • Nov 25High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元1TLNIT Renewable EnergyIT 市場7D4.3%-2.0%-0.6%1Yn/a1.4%25.3%株主還元を見る業界別リターン: 1TLNがItalian Renewable Energy業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1TLN Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1TLN's price volatile compared to industry and market?1TLN volatility1TLN Average Weekly Movement8.4%Renewable Energy Industry Average Movement3.5%Market Average Movement4.6%10% most volatile stocks in IT Market8.0%10% least volatile stocks in IT Market3.0%安定した株価: 1TLNの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1TLNの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20141,880Mac McFarlandwww.talenenergy.com独立系発電・インフラ企業であるタレン・エナジー・コーポレーションは、米国内の卸電力市場で電力、容量、アンシラリーサービスを生産・販売している。原子力、化石燃料、石油、天然ガス、石炭の発電所を運営している。同社は約10.7GWの電力インフラを所有・運営している。タレン・エナジー・コーポレーションは2014年に設立され、テキサス州ヒューストンに本社を置いている。もっと見るTalen Energy Corporation 基礎のまとめTalen Energy の収益と売上を時価総額と比較するとどうか。1TLN 基礎統計学時価総額€16.19b収益（TTM）-€18.40m売上高(TTM)€2.84b5.7xP/Sレシオ-879.9xPER（株価収益率1TLN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1TLN 損益計算書（TTM）収益US$3.24b売上原価US$1.94b売上総利益US$1.30bその他の費用US$1.32b収益-US$21.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.44グロス・マージン40.14%純利益率-0.65%有利子負債／自己資本比率635.4%1TLN の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 02:30終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Talen Energy Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Nicholas CampanellaBarclaysMoses SuttonBNP ParibasRoss FowlerBofA Global Research24 その他のアナリストを表示
New Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Significant insider selling over the past 3 months (€852k sold).
Recent Insider Transactions • Jun 18Independent Director recently sold €852k worth of stockOn the 15th of June, Gizman Abbas sold around 3k shares on-market at roughly €328 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jun 17Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC.Talen Energy Corporation (NasdaqGS:TLN) entered into definitive agreement to acquire High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC for $3.5 billion on January 15, 2026. A cash consideration of $2.55 billion will be paid by Talen Energy Corporation, subject to customary adjustments for net working capital, cash, indebtedness, certain casualty losses and transaction expenses, and the stock component of consideration consists of 2.399998 million shares of Talen Energy Corporation having a value of $900 million to be issued for assets of High-Quality PJM Natural Gas Assets. As part of consideration, $3.45 billion is paid towards assets of High-Quality PJM Natural Gas Assets. Talen expects to issue new debt to fund the cash portion of the purchase price. The transaction is subject to the satisfaction of customary closing conditions, including the expiration or termination of the waiting period pursuant to the Hart-Scott-Rodino Act of 1976, and regulatory approvals from the Federal Energy Regulatory Commission, Indiana Utility Regulatory Commission and other regulatory agencies, and is expected to close early in the second half of 2026. As of April 16, 2026, Talen Energy Supply, LLC, a wholly owned subsidiary of Talen Energy Corporation has priced issuances of $1.5 billion in aggregate principal amount of 6.125% senior notes due 2031 and $2.5 billion in aggregate principal amount of 6.375% senior notes due 2033 in private placement transactions. As of June 1, 2026, Talen received clearance from the Federal Energy Regulatory Commission today and from the Indiana Utility Regulatory Commission on May 27, 2026. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026.The Company intends to use the net proceeds from the issuance and sale of the Notes to fund the acquisition. The transaction is expected to be immediately accretive to adjusted free cash flow per share by over 15 % annually through 2030E. RBC Capital Markets, LLC acted as financial advisor for Talen Energy Corporation. Kirkland & Ellis LLP acted as legal advisor for Talen Energy Corporation. White & Case LLP acted as legal advisor for Talen Energy Corporation. Jefferies LLC acted as financial advisor for Energy Capital Partners, LLC. PEI Global Partners LLC acted as financial advisor for Energy Capital Partners, LLC. John Franchini, Aaron Stine, and Evelyn Liristis of Milbank LLP acted as legal advisor for Energy Capital Partners, LLC. Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC on June 15, 2026. The Acquisition follows the completion of customary closing conditions and receipt of all required regulatory approvals and clearances from the FERC, the Indiana Utility Regulatory Commission, the Federal Trade Commission and the U.S. Department of Justice, and other regulatory agencies.
お知らせ • Jun 03Talen Energy Corporation Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby AcquisitionTalen Energy Corporation announced that it has received the remaining outstanding regulatory approvals related to its previously announced acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. Talen received clearance from the Federal Energy Regulatory Commission and from the Indiana Utility Regulatory Commission on May 27. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026. The Acquisition remains subject to customary closing conditions, which Talen expects to be promptly satisfied, and is anticipated to close in the coming weeks.
お知らせ • May 22Talen Energy Corporation Announces Executive ChangesTalen Energy Corporation announced that Daniel “Dan” Kelly has been named General Counsel and Corporate Secretary. In this role, Kelly leads the Company’s legal, regulatory, and external affairs functions, oversees corporate governance, and serves as the primary point of contact for the Board of Directors in these areas. He succeeds John Wander, who today retired as General Counsel and Corporate Secretary, following a transition period with Kelly. Kelly brings 25 years of legal and governance experience to Talen. Most recently, he worked for Vistra Corp. as Senior Vice President and Deputy General Counsel, where he oversaw a team of 30 attorneys and compliance specialists, advised senior management and the Board of Directors, and managed all litigation, environmental, nuclear, labor & employment, and commercial regulatory compliance activities. Kelly has also worked as an attorney at the Dallas office of Vinson & Elkins LLP, where his practice focused on a combination of general business litigation, energy/regulatory matters, condemnation, and media litigation. Before entering private practice, he served as a judicial law clerk for A. Joe Fish, chief judge of the U.S. District Court for the Northern District of Texas in Dallas, and for Pasco M. Bowman, circuit judge of the U.S. Eighth Circuit Court of Appeals in Kansas City, Missouri. Prior to law school, he worked in Washington, D.C., as a legislative assistant to U.S. Senator Kent Conrad of North Dakota. Kelly graduated with his law degree cum laude from the University of Michigan and received his undergraduate degree from Lawrence University.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.
New Risk • Jul 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risk Significant insider selling over the past 3 months (€852k sold).
Recent Insider Transactions • Jun 18Independent Director recently sold €852k worth of stockOn the 15th of June, Gizman Abbas sold around 3k shares on-market at roughly €328 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jun 17Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC.Talen Energy Corporation (NasdaqGS:TLN) entered into definitive agreement to acquire High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC for $3.5 billion on January 15, 2026. A cash consideration of $2.55 billion will be paid by Talen Energy Corporation, subject to customary adjustments for net working capital, cash, indebtedness, certain casualty losses and transaction expenses, and the stock component of consideration consists of 2.399998 million shares of Talen Energy Corporation having a value of $900 million to be issued for assets of High-Quality PJM Natural Gas Assets. As part of consideration, $3.45 billion is paid towards assets of High-Quality PJM Natural Gas Assets. Talen expects to issue new debt to fund the cash portion of the purchase price. The transaction is subject to the satisfaction of customary closing conditions, including the expiration or termination of the waiting period pursuant to the Hart-Scott-Rodino Act of 1976, and regulatory approvals from the Federal Energy Regulatory Commission, Indiana Utility Regulatory Commission and other regulatory agencies, and is expected to close early in the second half of 2026. As of April 16, 2026, Talen Energy Supply, LLC, a wholly owned subsidiary of Talen Energy Corporation has priced issuances of $1.5 billion in aggregate principal amount of 6.125% senior notes due 2031 and $2.5 billion in aggregate principal amount of 6.375% senior notes due 2033 in private placement transactions. As of June 1, 2026, Talen received clearance from the Federal Energy Regulatory Commission today and from the Indiana Utility Regulatory Commission on May 27, 2026. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026.The Company intends to use the net proceeds from the issuance and sale of the Notes to fund the acquisition. The transaction is expected to be immediately accretive to adjusted free cash flow per share by over 15 % annually through 2030E. RBC Capital Markets, LLC acted as financial advisor for Talen Energy Corporation. Kirkland & Ellis LLP acted as legal advisor for Talen Energy Corporation. White & Case LLP acted as legal advisor for Talen Energy Corporation. Jefferies LLC acted as financial advisor for Energy Capital Partners, LLC. PEI Global Partners LLC acted as financial advisor for Energy Capital Partners, LLC. John Franchini, Aaron Stine, and Evelyn Liristis of Milbank LLP acted as legal advisor for Energy Capital Partners, LLC. Talen Energy Corporation (NasdaqGS:TLN) completed the acquisition of High-Quality PJM Natural Gas Assets from Energy Capital Partners, LLC on June 15, 2026. The Acquisition follows the completion of customary closing conditions and receipt of all required regulatory approvals and clearances from the FERC, the Indiana Utility Regulatory Commission, the Federal Trade Commission and the U.S. Department of Justice, and other regulatory agencies.
お知らせ • Jun 03Talen Energy Corporation Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby AcquisitionTalen Energy Corporation announced that it has received the remaining outstanding regulatory approvals related to its previously announced acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. Talen received clearance from the Federal Energy Regulatory Commission and from the Indiana Utility Regulatory Commission on May 27. The waiting period pursuant to the Hart-Scott-Rodino Act of 1976 expired in March 2026. The Acquisition remains subject to customary closing conditions, which Talen expects to be promptly satisfied, and is anticipated to close in the coming weeks.
お知らせ • May 22Talen Energy Corporation Announces Executive ChangesTalen Energy Corporation announced that Daniel “Dan” Kelly has been named General Counsel and Corporate Secretary. In this role, Kelly leads the Company’s legal, regulatory, and external affairs functions, oversees corporate governance, and serves as the primary point of contact for the Board of Directors in these areas. He succeeds John Wander, who today retired as General Counsel and Corporate Secretary, following a transition period with Kelly. Kelly brings 25 years of legal and governance experience to Talen. Most recently, he worked for Vistra Corp. as Senior Vice President and Deputy General Counsel, where he oversaw a team of 30 attorneys and compliance specialists, advised senior management and the Board of Directors, and managed all litigation, environmental, nuclear, labor & employment, and commercial regulatory compliance activities. Kelly has also worked as an attorney at the Dallas office of Vinson & Elkins LLP, where his practice focused on a combination of general business litigation, energy/regulatory matters, condemnation, and media litigation. Before entering private practice, he served as a judicial law clerk for A. Joe Fish, chief judge of the U.S. District Court for the Northern District of Texas in Dallas, and for Pasco M. Bowman, circuit judge of the U.S. Eighth Circuit Court of Appeals in Kansas City, Missouri. Prior to law school, he worked in Washington, D.C., as a legislative assistant to U.S. Senator Kent Conrad of North Dakota. Kelly graduated with his law degree cum laude from the University of Michigan and received his undergraduate degree from Lawrence University.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$1.38 (vs US$2.94 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$2.94 loss in 1Q 2025). Revenue: US$1.13b (up 79% from 1Q 2025). Net income: US$63.0m (up US$198.0m from 1Q 2025). Profit margin: 5.6% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Renewable Energy industry in Europe.
お知らせ • Apr 14Talen Energy Corporation to Report Q1, 2026 Results on May 05, 2026Talen Energy Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026
Board Change • Apr 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 20Talen Energy Corporation, Annual General Meeting, May 05, 2026Talen Energy Corporation, Annual General Meeting, May 05, 2026.
Reported Earnings • Feb 27Full year 2025 earnings released: US$4.79 loss per share (vs US$18.40 profit in FY 2024)Full year 2025 results: US$4.79 loss per share (down from US$18.40 profit in FY 2024). Revenue: US$2.58b (up 25% from FY 2024). Net loss: US$219.0m (down 122% from profit in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe.
お知らせ • Feb 05Talen Energy Corporation to Report Q4, 2025 Results on Feb 26, 2026Talen Energy Corporation announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €364, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Renewable Energy industry in Europe.
お知らせ • Dec 16+ 1 more updateTalen Energy Corporation Announces Management Changes, Effective December 15, 2025Talen Energy Corporation (Company) announced that its Board of Directors (Board) approved several changes to Talen’s executive management team to align with its business strategy and provide continuity of leadership. Terry L. Nutt has been appointed President of the Company (responsible for the daily operations of the company’s business, including plant operations, commercial activities, administrative functions, regulatory and other external stakeholder engagements), effective December 15, 2025; and in addition, the company announced that: Brad Berryman will assume the role of Chief Operating Officer of the company (responsible for operations of Talen’s entire power generation fleet), effective December 15, 2025, Ed Casulli will assume the role of Chief Nuclear Officer of the Company (responsible for operations of Talen’s Susquehanna nuclear power facility), effective December 15, 2025; Dale Lebsack will assume the role of Chief Asset Development Officer of the Company (responsible for assessing, designing and constructing new generation assets for Talen, as well as developing site opportunities for new generation and large load interconnections), effective December 15, 2025; Darren Olagues will continue as the Company’s Chief Development Officer (maintaining responsibility for corporate strategy and M&A activity, and expanding to oversee data center commercial strategies); extended the term of the employment agreements of certain other of the Company’s executive officers, including the Chief Administrative Officer, the Chief Development Officer and the Chief Commercial Officer through February 2027, in each case, with one year evergreen renewals thereafter. Chris Morice will continue as the Company’s Chief Commercial Officer (responsible for the Company’s hedging and trading activities across all commodities and commercial origination efforts); Andy Wright will continue as the Company’s Chief Administrative Officer (responsible for human resources, information technology and corporate security); and John Wander, the Company’s General Counsel and Corporate Secretary, has notified the Company of his intent to retire at the end of June 2026. Mr. Wander will continue to provide oversight of the Company’s legal functions until retirement, and the Company will conduct a search process to identify Mr. Wander’s replacement. Mr. McFarland resigned as President of the Company but will remain in his position as Chief Executive Officer and a member of the Board. Mr. Nutt, age 49, had served as the Company’s Chief Financial Officer from July 2023 through his appointment as President. He has over 25 years of experience in the energy industry, including time spent at independent power producers and energy trading firms. From 2018 until 2023, he served as Chief Financial Officer and Managing Director for EDF Trading North America (“EDF”), the energy commodity trading subsidiary of Électricité de France (EDF) S.A., a multinational energy utility headquartered in France. Prior to his service at EDF, Mr. Nutt served in multiple senior finance positions at Vistra Corporation (and its predecessor entities) (“Vistra”), including as Senior Vice President and Controller and Senior Vice President of Risk Management. Prior to his time at Vistra, Mr. Nutt worked in various finance roles at Dynegy Inc. Mr. Nutt earned his M.S. in Accounting and his B.B.A., summa cum laude, from Texas A&M University. Mr. Berryman, age 57, has served as the Company’s senior vice president and Chief Nuclear Officer since September 2018, where he was responsible for overseeing all aspects of the Susquehanna nuclear power plant that the Company majority owns and operates. Mr. Berryman joined the Company in early 2017 in the role of site vice president for Susquehanna, where he was responsible for all plant operations and personnel. With over two decades of extensive commercial nuclear experience, Mr. Berryman has held positions of increasing importance spanning various technical, operational, training and financial capacities. Prior to joining the Company, he served as general manager at Turkey Point Nuclear Generating Station. He also held leadership roles at Wolf Creek Nuclear Operating Corporation, Palo Verde Nuclear Generating Station and Arkansas Nuclear One. In addition, he proudly served his country in the U.S. Navy as part of the submarine fast attack fleet. Mr. Berryman earned his B.S., summa cum laude, in Organizational Management from Central Baptist College.
Board Change • Nov 25High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Chrissy Schwartzstein is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
