View ValuationChesapeake Utilities 将来の成長Future 基準チェック /16Chesapeake Utilities利益と収益がそれぞれ年間11.9%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.5% 9.6%なると予測されています。主要情報11.9%収益成長率9.58%EPS成長率Gas Utilities 収益成長8.8%収益成長率5.0%将来の株主資本利益率10.45%アナリストカバレッジLow最終更新日22 Apr 2026今後の成長に関する最新情報Price Target Changed • Nov 19Price target increased by 7.0% to US$148Up from US$138, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of US$136. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of US$6.16 for next year compared to US$5.28 last year.お知らせ • Nov 10Chesapeake Utilities Corporation Reaffirms Earnings Guidance for the Full Year 2025Chesapeake Utilities Corporation reaffirmed earnings guidance for the full year 2025. The company reaffirming full year 2025 EPS guidance of $6.15 to $6.35 per share.お知らせ • Aug 08Chesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for year 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share, which includes approval of the pending FCG excess depreciation filing. For the year 2028, the company re-affirmed the 2028 EPS guidance range of $7.75 to $8.00 per share.お知らせ • May 08+ 1 more updateChesapeake Utilities Corporation Provides Earnings Guidance for 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For the year 2028, the company expects EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8 percent from the 2025 EPS guidance, or since 2018, an 8.5% growth rate.お知らせ • Feb 27+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation re-affirmed earnings guidance for Year 2025 and 2028. The Company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For 2028, company reaffirmed EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8% from the 2025 EPS guidance, or since 2018, an 8.5% growth rate. These earnings projections are based upon the Company’s previously introduced capital expenditure guidance for the five-year period ended 2028 of $1.5 billion to $1.8 billion.お知らせ • Nov 08+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for the Year 2024, 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for the year 2024, 2025 and 2028. The Company continues to affirm its 2024 EPS guidance of $5.33 to $5.45 in adjusted earnings per share given the incremental margin opportunities present across the Company's businesses, investment opportunities within and surrounding FCG, regulatory initiatives and operating synergies. The Company also affirms a 2025 EPS guidance range of $6.15 to $6.35, as well as a 2028 EPS guidance range of $7.75 to $8.00. This implies an EPS growth rate of approximately 8% from the 2025 EPS guidance range.すべての更新を表示Recent updatesライブニュース • May 08Chesapeake Utilities Q1 Profit and Revenue Outlook Supported by Florida Rate Case FilingChesapeake Utilities reported Q1 2026 net income of $59.3 million and earnings per share of $2.47, with EPS 11.8% above the prior period. The company reaffirmed 2026 capital expenditure guidance of $450 to $500 million and a five-year capex range of $1.5 to $1.8 billion, along with 2028 EPS guidance of $7.75 to $8.00. Florida City Gas filed a general rate case with the Florida Public Service Commission seeking a $47 million revenue increase and $16.2 million in interim relief. For investors, the combination of higher Q1 earnings, reaffirmed spending plans and longer-term EPS guidance indicates that management is maintaining its current growth and investment framework. The contribution from both regulated and unregulated segments, together with the impact of transmission expansions, infrastructure programs and regulatory initiatives, shows that the business is relying on multiple drivers rather than a single line of activity. The Florida City Gas rate case is also important to watch. If approved as filed, the proposed $47 million revenue increase and interim relief request of $16.2 million would support higher allowed revenues from the Florida operations, which are already benefiting from colder weather and higher customer consumption. Investors may next focus on the pace and outcome of the regulatory process and how that aligns with Chesapeake Utilities’ capex plans and 2028 EPS objectives.お知らせ • May 08Chesapeake Utilities Corporation announces Quarterly dividend, payable on July 06, 2026Chesapeake Utilities Corporation announced Quarterly dividend of USD 0.7350 per share payable on July 06, 2026, ex-date on June 15, 2026 and record date on June 15, 2026.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.48 (up from US$2.22 in 1Q 2025). Revenue: US$353.1m (up 18% from 1Q 2025). Net income: US$59.3m (up 17% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.8%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.ナラティブ更新 • Apr 23CPK: Depreciation Headwinds Will Shape Future Undervalued Earnings Recovery PotentialAnalysts have inched their price target for Chesapeake Utilities higher to $149.25, a move of about $0.50, as they balance recent estimate adjustments tied to depreciation headwinds with updated views on the stock’s longer term valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the modest lift in the price target as a sign that, even with depreciation headwinds in the mix, the valuation case still looks reasonable at current levels.お知らせ • Apr 21Chesapeake Utilities Corporation to Report Q1, 2026 Results on May 06, 2026Chesapeake Utilities Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026ナラティブ更新 • Apr 09CPK: Depreciation Study Headwind Will Frame Future Undervalued Earnings RecoveryAnalysts have trimmed their price target on Chesapeake Utilities by $1 to $140, citing updated estimates that factor in a headwind from a depreciation study. Analyst Commentary Bullish Takeaways The price target trim to $140 from $141 is small, which suggests analysts still see the current valuation as broadly aligned with their fundamental view, even after updating depreciation assumptions.お知らせ • Apr 02Chesapeake Utilities Corporation Announces Executive Appointments, Effective April 1, 2026Chesapeake Utilities Corporation announced two leadership appointments that reinforce the Company's commitment to operational excellence and long-term growth. Effective April 1, 2026 senior vice president and chief accounting officer Michael Galtman will assume the role of chief transformation officer to oversee the Company's enterprise resource plan (ERP) implementation in addition to managing financial planning, corporate development, tax and treasury operations. In conjunction with this transition, Melissa Barnes, who joined the Company on March 30, 2026, has been appointed vice president and chief accounting officer, and will be responsible for the Company's accounting and financial reporting functions. Galtman brings more than two decades of financial leadership across multiple publicly traded, regulated environments within the energy industry. Since joining Chesapeake Utilities in 2019, he has guided the Company through complex accounting, regulatory and governance matters, including multiple corporate transactions such as the Florida City Gas acquisition in late 2023. Prior to Chesapeake Utilities, Galtman served as chief accounting officer and vice president at Sunoco Logistics and MBNA, where he integrated nearly $3 billion in acquisitions, led an SAP implementation and managed financial reporting. Galtman began his career in public accounting; he holds a Bachelor of Science in Accounting from Rutgers University and is a Certified Public Accountant. Barnes is an accomplished accounting and finance leader with more than 20 years of experience in technical accounting, external reporting, largescale finance transformations- and internal controls. She most recently served as assistant controller at a global, publicly traded company, where she led accounting operations, including financial reporting, and provided oversight of Audit Committee communications. In prior roles, Barnes gained deep expertise in partnering with the business to execute complex transactions. Barnes holds a Bachelor of Science in Accounting from West Chester University of Pennsylvania and has completed executive education at the Yale School of Management. Barnes is a certified public accountant and a member of the American Institute of Certified Public Accountants.お知らせ • Mar 26Chesapeake Utilities Corporation, Annual General Meeting, May 06, 2026Chesapeake Utilities Corporation, Annual General Meeting, May 06, 2026.ナラティブ更新 • Mar 25CPK: Depreciation Study Headwind Will Set Up Future Earnings ReboundAnalysts have trimmed their price target on Chesapeake Utilities by $1.38 to $148.75, citing updated estimates that factor in depreciation study headwinds and modest shifts in long term revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research commentary centers on updated depreciation assumptions and how these may influence valuation, rather than major changes to the core business outlook.お知らせ • Mar 24+ 1 more updateChesapeake Utilities Corporation Announces Executive ChangesChesapeake Utilities Corporation announced that executive vice president and chief financial officer Beth Cooper will retire on June 30, 2026, following 36 years with the Company. Senior vice president and chief operating officer Jeff Sylvester, who began his career with Chesapeake Utilities in 2004 serving in finance and business development roles, will succeed Cooper, effective July 1, 2026. Cooper joined Chesapeake Utilities in 1990 and held numerous roles in the financial and strategic planning areas of the Company until she was named CFO in September 2008. Throughout her tenure, she advanced the Company's strategy by driving industry-leading earnings growth and above-average returns, ensuring balance sheet strength and financial discipline, and propelling the Company toward significant, sustained long-term growth. Following increasing responsibilities driving revenue growth and business strategy, Sylvester served as vice president of customer care at Chesapeake Utilities subsidiary Florida Public Utilities from 2010 to 2012 before serving as vice president of operations at Black Hills Energy. He returned to Chesapeake Utilities in 2019 as senior vice president of operations and was named chief operating officer in 2022, leading overall company operations, customer care, project development and safety. Sylvester began his career in financial analyst and controller roles at ThruPoint, GTE and Plantronics. He holds a Bachelor of Science in finance management and a Master of Business Administration in finance from Clemson University.ナラティブ更新 • Mar 11CPK: Depreciation Study Headwind Will Shape Bullish Long Term OutlookAnalysts have nudged their fair value estimate for Chesapeake Utilities up by $2 to $150.13, reflecting updated assumptions around revenue growth, profit margin and future P/E. They also acknowledge recent Street research that trimmed the formal price target to $140 to factor in a depreciation study headwind.Declared Dividend • Mar 01Fourth quarter dividend of US$0.69 announcedShareholders will receive a dividend of US$0.69. Ex-date: 16th March 2026 Payment date: 6th April 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 26Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$6.00 (up from US$5.28 in FY 2024). Revenue: US$930.0m (up 18% from FY 2024). Net income: US$140.3m (up 18% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.お知らせ • Feb 26Chesapeake Utilities Corporation Declares Quarterly Cash Dividend, Payable on April 6, 2026The Board of Directors of Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.685 per share on the Company's common stock. The $0.685 per share dividend will be paid on April 6, 2026, to all shareholders of record at the close of business on March 16, 2026.ナラティブ更新 • Feb 24CPK: Depreciation Headwinds And Eastern Shore Expansion Will Shape Steady Long-Term OutlookAnalysts have trimmed their price target on Chesapeake Utilities by $0.25 to $148.13. This reflects slightly lower revenue growth assumptions and updated depreciation headwinds discussed in recent research.お知らせ • Feb 17Chesapeake Utilities Corporation to Report Q4, 2025 Results on Feb 25, 2026Chesapeake Utilities Corporation announced that they will report Q4, 2025 results After-Market on Feb 25, 2026ナラティブ更新 • Feb 09CPK: Eastern Shore Gas Expansion Will Support Confidence In Long-Term ProspectsNarrative Update on Chesapeake Utilities Analysts have adjusted their price target on Chesapeake Utilities slightly higher to about $148.38 from $147.50, reflecting updated views on revenue, profit margins and expected future P/E levels. What's in the News The Accomack County Board of Supervisors awarded Chesapeake Utilities the natural gas expansion bid for Virginia's Eastern Shore, authorizing the company to begin engineering a new natural gas system it will construct, own and operate to support energy reliability in the region (Key Developments).分析記事 • Jan 28These 4 Measures Indicate That Chesapeake Utilities (NYSE:CPK) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブ更新 • Jan 25CPK: Reaffirmed 2025 EPS Guidance And Dividend Plans Will Support ConfidenceAnalysts have kept their fair value estimate for Chesapeake Utilities steady at US$147.50 per share. This reflects only marginal tweaks to inputs like the discount rate, long term revenue growth, profit margin assumptions and the future P/E multiple, rather than a change in their overall view of the company.ナラティブ更新 • Jan 09CPK: Q3 Execution And Dividend Outlook Will Support Medium Term Earnings ConfidenceNarrative Update: Chesapeake Utilities Price Target Shift Analysts have lifted their price target on Chesapeake Utilities to $128 from $120, reflecting updated assumptions for Q3 expectations while keeping core fair value estimates and key model inputs broadly unchanged. Analyst Commentary Recent research around the Q3 earnings preview gives a mixed but useful read on how the market is thinking about Chesapeake Utilities at the new US$128 price target.お知らせ • Jan 08Chesapeake Utilities Corporation Promotes Michael Cassel to Senior Vice President, Strategic Development, Effective January 2, 2026Chesapeake Utilities Corporation announced that Michael Cassel has been promoted to senior vice president, strategic development, effective January 2, 2026. In this role, Cassel leads the business development, external affairs and strategic planning groups to enhance the Company's ability to identify emerging opportunities, expand community partnerships and develop long-range strategies that support sustainable growth. Cassel joined Chesapeake Utilities Corporation in March 2008 as a regulatory analyst. Since then, he has spent nearly two decades advancing regulatory, legislative and public-affairs outcomes that strengthen system reliability and long-term value for ratepayers, serving in roles of increasing responsibility including vice president of strategic development, vice president of governmental and regulatory affairs, assistant vice president at Florida Public Utilities and director of Florida regulatory and governmental affairs.ナラティブ更新 • Dec 25CPK: Higher Outlook Will Highlight Future Earnings Consistency And Dividend SupportAnalysts have raised their price target on Chesapeake Utilities by $8 to $128, citing updated sector assumptions and Q3 earnings preview work that modestly reinforce their outlook while leaving core valuation drivers largely unchanged. Analyst Commentary Analysts' latest revisions underscore a balanced view on Chesapeake Utilities, with modest upside reflected in the higher target and an unchanged neutral stance on the stock.Recent Insider Transactions • Dec 21President recently sold US$1.6m worth of stockOn the 17th of December, Jeffry Householder sold around 13k shares on-market at roughly US$127 per share. This transaction amounted to 27% 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 Jeffry's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 16President notifies of intention to sell stockJeffry Householder intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$125, it would amount to US$3.1m. For the year to December 2018, Jeffry's total compensation was 20% salary and 80% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Jeffry's direct individual holding has increased from 43.69k shares to 53.71k. Company insiders have collectively sold US$798k more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Dec 10CPK: Raised Price Outlook Will Highlight Earnings Consistency And Supportive Sector BackdropAnalysts have raised their price target on Chesapeake Utilities to $128 from $120, citing updated group-wide utilities assumptions and a Q3 earnings preview that support a modestly higher valuation multiple despite largely unchanged fundamental forecasts. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as validation that the company can sustain steady earnings growth, even with minimal changes to underlying forecasts.Upcoming Dividend • Dec 08Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.1%).ナラティブ更新 • Nov 26CPK: Earnings Consistency And Sector Trends Will Shape Balanced OutlookAnalysts have increased their price target for Chesapeake Utilities from $120 to $128, citing improved revenue growth forecasts and a slightly higher fair value estimate. Analyst Commentary Recent price target adjustments reflect evolving perspectives on Chesapeake Utilities' growth potential and challenges in the utility sector.Price Target Changed • Nov 19Price target increased by 7.0% to US$148Up from US$138, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of US$136. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of US$6.16 for next year compared to US$5.28 last year.ナラティブ更新 • Nov 10CPK: Earnings Outlook Will Drive Mixed Sentiment As Sector Conditions EvolveChesapeake Utilities has seen its analyst price target increase from $120 to $128, as analysts cite updated valuations and positive earnings outlooks within the utilities sector. Analyst Commentary Analysts have provided an updated outlook on Chesapeake Utilities, considering recent developments within the utilities sector and the firm's performance ahead of its third-quarter earnings release.お知らせ • Nov 10Chesapeake Utilities Corporation Reaffirms Earnings Guidance for the Full Year 2025Chesapeake Utilities Corporation reaffirmed earnings guidance for the full year 2025. The company reaffirming full year 2025 EPS guidance of $6.15 to $6.35 per share.Declared Dividend • Nov 10Third quarter dividend of US$0.69 announcedShareholders will receive a dividend of US$0.69. Ex-date: 15th December 2025 Payment date: 5th January 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 07Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.82 (up from US$0.78 in 3Q 2024). Revenue: US$179.6m (up 12% from 3Q 2024). Net income: US$19.4m (up 11% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue exceeded analyst estimates by 36%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.お知らせ • Nov 06Chesapeake Utilities Corporation Declares Quarterly Cash Dividend, Payable on January 5, 2026At their meeting held on November 6, 2025, The Board of Directors of Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.685 per share on the Company's common stock. The $0.685 per share dividend will be paid on January 5, 2026 to all shareholders of record at the close of business on December 15, 2025.ナラティブ更新 • Oct 27Earnings Outlook And Sector Momentum Will Drive Resilient Utilities PerformanceAnalysts have increased their price target for Chesapeake Utilities from $120 to $128, citing updated sector targets and the company’s recent earnings outlook as key factors in the revision. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, reflecting confidence in Chesapeake Utilities’ recent earnings outlook and improved sector sentiment.お知らせ • Oct 21Chesapeake Utilities Corporation to Report Q3, 2025 Results on Nov 06, 2025Chesapeake Utilities Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025Recent Insider Transactions • Sep 30Executive VP recently sold US$661k worth of stockOn the 25th of September, Beth Cooper sold around 5k shares on-market at roughly US$132 per share. This transaction amounted to 6.2% 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 Beth's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Sep 25Executive VP notifies of intention to sell stockBeth Cooper intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of September. If the sale is conducted around the recent share price of US$129, it would amount to US$645k. Since December 2024, Beth's direct individual holding has increased from 79.05k shares to 83.16k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Sep 16Chesapeake Utilities Corporation Appoints Lisa Eden as to Board of Directors as Class II Director and Member of the Audit Committee , Effective September 15, 2025Chesapeake Utilities Corporation announced that Lisa Eden was appointed to serve as a member of the Company's Board of Directors as a Class II director, effective September 15, 2025. Ms. Eden was also appointed to serve as a member of the Audit Committee and the Board has determined that Ms. Eden qualifies as an “audit committee financial expert” as defined by the SEC based on her experience and knowledge. Ms. Eden joins the Board with extensive energy industry experience, having recently retired as senior vice president and chief financial officer after more than two decades of service at TXNM Energy Inc. Ms. Eden brings wide-ranging leadership experience across finance, information technology, human resources, and the energy sector. During her tenure with TXNM Energy, the parent company of Public Service Company of New Mexico and also of Texas-New Mexico Power Company, she held several key executive positions including vice president and treasurer, vice president of human resources, and vice president and chief information officer, in addition to other senior-level director roles. In these positions, she has developed comprehensive expertise in corporate finance, capital markets, strategic planning, employee and labor relations, succession planning and talent management, as well as information technology and cybersecurity. She has also held the Chartered Financial Analyst (CFA) designation for twenty years, underscoring her commitment to the highest standards of financial analysis and ethical practice. In addition to her corporate career, Ms. Eden contributes her leadership to the community as a board member of Presbyterian Healthcare Services, a not-for-profit organization dedicated to improving the health of its patients, members, and communities in New Mexico.Upcoming Dividend • Sep 08Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 06 October 2025. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.1%).Declared Dividend • Aug 11Second quarter dividend of US$0.69 announcedShareholders will receive a dividend of US$0.69. Ex-date: 15th September 2025 Payment date: 6th October 2025 Dividend yield will be 2.1%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 10Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$1.03 (up from US$0.82 in 2Q 2024). Revenue: US$192.8m (up 16% from 2Q 2024). Net income: US$23.9m (up 31% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Chesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for year 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share, which includes approval of the pending FCG excess depreciation filing. For the year 2028, the company re-affirmed the 2028 EPS guidance range of $7.75 to $8.00 per share.お知らせ • Aug 07Chesapeake Utilities Corporation Declares Quarterly Cash Dividend, Payable on October 6, 2025At their meeting held August 7, 2025, the Board of Directors of Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.685 per share on the Company's common stock. The $0.685 per share dividend will be paid on October 6, 2025 to all shareholders of record at the close of business on September 15, 2025.Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Sheree Petrone was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 17Chesapeake Utilities Corporation to Report Q2, 2025 Results on Aug 07, 2025Chesapeake Utilities Corporation announced that they will report Q2, 2025 results After-Market on Aug 07, 2025分析記事 • Jun 24Is Chesapeake Utilities (NYSE:CPK) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Jun 09Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (3.2%).分析記事 • May 28Chesapeake Utilities' (NYSE:CPK) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Chesapeake Utilities Corporation ( NYSE:CPK ) has announced that it will be paying its dividend of $0.685...お知らせ • May 28Chesapeake Utilities Corporation Appoints Abhijit Bhatwadekar as Chief Information Officer, Effective June 13, 2025Chesapeake Utilities Corporation announced the appointment of Abhijit ("Abhi") Bhatwadekar as vice president and chief information officer (CIO), effective June 13, 2025. In his new role, Bhatwadekar will lead Chesapeake Utilities' technology strategy and operations, with responsibility for IT infrastructure, enterprise applications, cybersecurity, data management, and vendor partnerships. As CIO, he will play a critical role in aligning technology initiatives with business objectives, supporting the Company's growth strategy, and driving continued digital transformation across the organization. Bhatwadekar joins Chesapeake Utilities from PPL Corporation, where he served as vice president of data analytics and customer experience, leading critical initiatives focused on improving customer service and operational performance through data-driven strategies. His previous leadership roles include vice president of data and analytics for the benefits services division at Gallagher and senior technology positions at Nielsen, where he served as vice president for global data platforms and North America technology. Throughout his career, Bhatwadekar has led global teams, delivered large-scale technology programs, launched several global analytics platforms, and leveraged AI and automation to drive operational savings. At Chesapeake Utilities, Bhatwadekar will serve on the Company's senior leadership team and be a key advisor to the Board on major technology initiatives and cybersecurity risk management. He will guide the execution of the Company's IT roadmap, oversee the IT project portfolio and budget, and implement best practices and policies to support secure, efficient, and innovative service delivery.分析記事 • May 26Chesapeake Utilities Corporation's (NYSE:CPK) Intrinsic Value Is Potentially 23% Below Its Share PriceKey Insights Chesapeake Utilities' estimated fair value is US$93.56 based on Dividend Discount Model Chesapeake...Declared Dividend • May 11First quarter dividend increased to US$0.69Dividend of US$0.69 is 7.0% higher than last year. Ex-date: 16th June 2025 Payment date: 7th July 2025 Dividend yield will be 2.1%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.22 (up from US$2.08 in 1Q 2024). Revenue: US$298.7m (up 22% from 1Q 2024). Net income: US$50.9m (up 10% from 1Q 2024). Profit margin: 17% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • May 08+ 1 more updateChesapeake Utilities Corporation Provides Earnings Guidance for 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For the year 2028, the company expects EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8 percent from the 2025 EPS guidance, or since 2018, an 8.5% growth rate.分析記事 • May 08Should You Be Adding Chesapeake Utilities (NYSE:CPK) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Apr 24Chesapeake Utilities: Good Growth Prospects, But Very Richly ValuedSummary Chesapeake Utilities Corporation is primarily a natural gas utility with significant operations in Delaware, Maryland, Florida, Pennsylvania, and Ohio, and a smaller electric footprint in Florida. Despite a lower yield compared to peers, Chesapeake Utilities has delivered a 235.88% total return over the past decade, outperforming its competitors. The company's growth is driven by Florida's rapid population increase and the development of data centers in Ohio, which may boost natural gas demand. Chesapeake Utilities appears overvalued with a high price-to-earnings ratio and rising interest expenses, suggesting potential subpar performance unless the CPK stock price decreases. Read the full article on Seeking Alphaお知らせ • Apr 23Chesapeake Utilities Corporation to Report Q1, 2025 Results on May 07, 2025Chesapeake Utilities Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Mar 18Chesapeake Utilities Corporation, Annual General Meeting, May 07, 2025Chesapeake Utilities Corporation, Annual General Meeting, May 07, 2025.分析記事 • Mar 15Is Chesapeake Utilities (NYSE:CPK) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Mar 02Fourth quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 14th March 2025 Payment date: 7th April 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$5.28 (up from US$4.75 in FY 2023). Revenue: US$787.2m (up 17% from FY 2023). Net income: US$118.6m (up 36% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Feb 27+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation re-affirmed earnings guidance for Year 2025 and 2028. The Company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For 2028, company reaffirmed EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8% from the 2025 EPS guidance, or since 2018, an 8.5% growth rate. These earnings projections are based upon the Company’s previously introduced capital expenditure guidance for the five-year period ended 2028 of $1.5 billion to $1.8 billion.お知らせ • Feb 04Chesapeake Utilities Corporation to Report Q4, 2024 Results on Feb 26, 2025Chesapeake Utilities Corporation announced that they will report Q4, 2024 results After-Market on Feb 26, 2025分析記事 • Jan 24Chesapeake Utilities Corporation's (NYSE:CPK) Earnings Haven't Escaped The Attention Of InvestorsWith a price-to-earnings (or "P/E") ratio of 25.8x Chesapeake Utilities Corporation ( NYSE:CPK ) may be sending bearish...Seeking Alpha • Jan 04Chesapeake Utilities: Gauging Growth In GasSummary Chesapeake Utilities is a diversified energy company with stable regulated operations and growth in unregulated areas like propane distribution and renewable natural gas (RNG) production. Recent acquisitions and infrastructure investments, particularly in Florida, are driving growth, but the stock's valuation appears elevated compared to peers. Despite industry tailwinds, I rate Chesapeake a Hold due to limited near-term share price upside and more attractive opportunities in larger peers like Atmos Energy and UGI Corporation. Read the full article on Seeking AlphaUpcoming Dividend • Dec 09Upcoming dividend of US$0.64 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 06 January 2025. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (3.3%).お知らせ • Nov 23Chesapeake Utilities Corporation has filed a Follow-on Equity Offering in the amount of $100 million.Chesapeake Utilities Corporation has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering分析記事 • Nov 15Chesapeake Utilities' (NYSE:CPK) Earnings Are Of Questionable QualityChesapeake Utilities Corporation's ( NYSE:CPK ) robust earnings report didn't manage to move the market for its stock...Declared Dividend • Nov 11Third quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 16th December 2024 Payment date: 6th January 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.78 (up from US$0.53 in 3Q 2023). Revenue: US$160.1m (up 22% from 3Q 2023). Net income: US$17.5m (up 86% from 3Q 2023). Profit margin: 11% (up from 7.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.8%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.お知らせ • Nov 08+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for the Year 2024, 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for the year 2024, 2025 and 2028. The Company continues to affirm its 2024 EPS guidance of $5.33 to $5.45 in adjusted earnings per share given the incremental margin opportunities present across the Company's businesses, investment opportunities within and surrounding FCG, regulatory initiatives and operating synergies. The Company also affirms a 2025 EPS guidance range of $6.15 to $6.35, as well as a 2028 EPS guidance range of $7.75 to $8.00. This implies an EPS growth rate of approximately 8% from the 2025 EPS guidance range.お知らせ • Oct 24Chesapeake Utilities Corporation to Report Q3, 2024 Results on Nov 07, 2024Chesapeake Utilities Corporation announced that they will report Q3, 2024 results After-Market on Nov 07, 2024分析記事 • Sep 17Is Chesapeake Utilities (NYSE:CPK) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...新しいナラティブ • Sep 09Critical Investments And Renewable Initiatives Propel Utility Giant Towards Robust Growth And Efficiency Sustained customer growth due to population expansion and new developments in Delmarva and Florida is expected to drive revenue growth. Upcoming Dividend • Sep 09Upcoming dividend of US$0.64 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 07 October 2024. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.6%).分析記事 • Aug 30Chesapeake Utilities Corporation (NYSE:CPK) Not Flying Under The RadarWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Recent Insider Transactions • Aug 16Independent Director recently sold US$2.0m worth of stockOn the 13th of August, Paul Maddock sold around 18k shares on-market at roughly US$114 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 14Independent Director notifies of intention to sell stockPaul Maddock intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of August. If the sale is conducted around the recent share price of US$114, it would amount to US$1.1m. Since December 2023, Paul's direct individual holding has increased from 52.04k shares to 52.94k. Company insiders have collectively sold US$1.7k more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Aug 12Second quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 16th September 2024 Payment date: 7th October 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2024 earnings: EPS in line with expectations, revenues disappointSecond quarter 2024 results: EPS: US$0.82. Revenue: US$166.3m (up 23% from 2Q 2023). Net income: US$18.3m (up 13% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Gas Utilities industry in the US.お知らせ • Aug 09Chesapeake Utilities Corporation Announces Quarterly Dividend, Payable on October 7, 2024Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.64 per share on the Company's common stock. The $0.64 per share dividend will be paid on October 7, 2024 to all shareholders of record at the close of business on September 16, 2024.お知らせ • Jul 23Chesapeake Utilities Corporation to Report Q2, 2024 Results on Aug 08, 2024Chesapeake Utilities Corporation announced that they will report Q2, 2024 results After-Market on Aug 08, 2024お知らせ • Jun 27Chesapeake Utilities Corporation Announces the First Injections of Renewable Natural Gas At Its Radio Avenue Injection Point in Yulee, FloridaChesapeake Utilities Corporation announced the first injections of renewable natural gas (RNG) at its Radio Avenue injection point in Yulee, Florida, from the Company's RNG facility at Full Circle Dairy in Madison County. FPU Renewables, which constructed and operates the RNG facility, and its parent company, Florida Public Utilities Company, are subsidiaries of Chesapeake Utilities Corporation (Chesapeake Utilities). The injections are part of the commissioning phase of the Company's first RNG development project, which included the construction and operation of a dairy manure-to-biogas RNG facility at Full Circle dairy. The facility is now producing RNG, with the first deliveries and injections of captured RNG taking place earlier this month. The RNG is transported from the facility to the injection site by Chesapeake Utilities' subsidiary Marlin Gas Services, a provider of virtual pipeline solutions. To date, during the facility's first month of production, approximately 4,700 dekatherms of RNG have been captured and transported to the injection site. The RNG facility at Full Circleairy, which began construction in February 2023, captures and cleans methane from manure generated by dairy cows. The facility is expected to produce an average of 100,000 dekatherms annually and represents a capital investment of $22 million. The facility is projected to capture and redirect approximately 1,116 metric tons (mt) of methane per year, equivalent to 27,900 mt of carbon dioxide. Using the EPA greenhouse gas equivalencies calculator, this methane reduction equates to over 6,000 gasoline-powered passenger vehicles driven for one year and a CO2 emissions reduction equivalent to the annual energy consumption of more than 3,500 homes. The fuel injection point in Yulee was constructed in 2023, and has been adapted to enable alternative fuels, such as RNG, to be delivered into the existing pipeline delivery system and support the growing demand for energy in Nassau County.Upcoming Dividend • Jun 07Upcoming dividend of US$0.64 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.9%).分析記事 • Jun 01Chesapeake Utilities (NYSE:CPK) Is Increasing Its Dividend To $0.64Chesapeake Utilities Corporation's ( NYSE:CPK ) dividend will be increasing from last year's payment of the same period...分析記事 • May 24Does Chesapeake Utilities (NYSE:CPK) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • May 12First quarter dividend increased to US$0.64Dividend of US$0.64 is 8.5% higher than last year. Ex-date: 14th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 09First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$2.08 (up from US$2.05 in 1Q 2023). Revenue: US$245.7m (up 13% from 1Q 2023). Net income: US$46.2m (up 27% from 1Q 2023). Profit margin: 19% (up from 17% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 09Chesapeake Utilities Corporation Raises Quarterly Cash Dividend, Payable on July 5, 2024At their meeting held on May 8, 2024, the Board of Directors of Chesapeake Utilities Corporation voted to increase the quarterly cash dividend on the Company's common stock from $0.59 per share to $0.64 per share. The $0.64 per share dividend will be payable July 5, 2024 to all shareholders of record at the close of business on June 14, 2024.お知らせ • Apr 19Chesapeake Utilities Corporation Names Lucia Dempsey as Head of Investor RelationsChesapeake Utilities Corporation announced that Lucia Dempsey has joined the Company as head of investor relations, effective April 15. Dempsey will be responsible for communicating to the investment community Chesapeake Utilities' strategy and commitment to being a leader in delivering energy that ensures a more sustainable future for our service territories. Dempsey will serve as a key contact with the financial community, helping communicate the Company's unique value proposition, investment opportunities and sustainability initiatives. Dempsey has significant investor relations and investment banking experience in the finance and energy industries. Most recently, she was head of investor relations at Sunlight Financial, where she managed a SPAC acquisition and de-SPAC IPO on the New York Stock Exchange, among other accomplishments. Other previous roles include investment banking for Goldman Sachs & Co. and for Barclays Capital, and investor relations and rates and regulatory affairs roles for Portland General Electric. Dempsey has an MBA from the University of Virginia and a bachelor's degree in administration and finance from the University of Portland. She serves as a board member for Trail Blazers, a nonprofit organization that equips and empowers youth to build values for life through outdoor programs financially accessible to all.分析記事 • Apr 16Chesapeake Utilities Corporation's (NYSE:CPK) Share Price Not Quite Adding UpChesapeake Utilities Corporation's ( NYSE:CPK ) price-to-earnings (or "P/E") ratio of 25.7x might make it look like a...お知らせ • Mar 27Chesapeake Utilities Corporation, Annual General Meeting, May 08, 2024Chesapeake Utilities Corporation, Annual General Meeting, May 08, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider election of three Class I directors named in the Proxy Statement; to consider non-binding advisory vote to approve the compensation of the Company's Named Executive Officers; and to consider non-binding advisory vote to ratify the appointment of the Company’s independent registered public accounting firm.分析記事 • Mar 15Chesapeake Utilities Corporation's (NYSE:CPK) Intrinsic Value Is Potentially 46% Above Its Share PriceKey Insights The projected fair value for Chesapeake Utilities is US$149 based on 2 Stage Free Cash Flow to Equity...Upcoming Dividend • Mar 07Upcoming dividend of US$0.59 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.9%).Declared Dividend • Feb 23Fourth quarter dividend of US$0.59 announcedShareholders will receive a dividend of US$0.59. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Feb 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (137% cash payout ratio). Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Feb 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$4.75 (down from US$5.07 in FY 2022). Revenue: US$670.6m (down 1.5% from FY 2022). Net income: US$87.2m (down 2.9% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.業績と収益の成長予測NYSE:CPK - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,113202N/A310412/31/20271,071189N/A282412/31/20261,020158N/A25243/31/2026984149-210267N/A12/31/2025930140-215234N/A9/30/2025886131-198220N/A6/30/2025867129-200211N/A3/31/2025840123-166227N/A12/31/2024787119-116239N/A9/30/2024758107-73238N/A6/30/202472999-34222N/A3/31/202469897-3219N/A12/31/20236718715204N/A9/30/20236738838206N/A6/30/20236728831184N/A3/31/20236768931171N/A12/31/20226819031159N/A9/30/202265486-3134N/A6/30/202263089-7140N/A3/31/202260286-26139N/A12/31/202157083-36151N/A9/30/2021547826196N/A6/30/20215417914201N/A3/31/202152776-2180N/A12/31/202048871-7159N/A9/30/202048366-54115N/A6/30/202047463-57120N/A3/31/202047261-55121N/A12/31/201948061N/A103N/A9/30/201948262N/A93N/A6/30/201948362N/A84N/A3/31/201941159N/A91N/A12/31/201849057N/A117N/A9/30/201853765N/A140N/A6/30/201857066N/A122N/A3/31/201867266N/A117N/A12/31/201745060N/A110N/A9/30/201757944N/A117N/A6/30/201756041N/A123N/A3/31/201753843N/A120N/A12/31/201649945N/A104N/A9/30/201646241N/A96N/A6/30/201644542N/A101N/A3/31/201643540N/A86N/A12/31/201545941N/A105N/A9/30/201547543N/A108N/A6/30/201547541N/A101N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CPKの予測収益成長率 (年間11.9% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: CPKの収益 ( 11.9% ) US市場 ( 16.6% ) よりも低い成長が予測されています。高成長収益: CPKの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: CPKの収益 ( 5% ) US市場 ( 11.5% ) よりも低い成長が予測されています。高い収益成長: CPKの収益 ( 5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CPKの 自己資本利益率 は、3年後には低くなると予測されています ( 10.5 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance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2026/05/07 10:12終値2026/05/07 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Chesapeake Utilities Corporation 4 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。14 アナリスト機関David ParkerBairdNicholas CampanellaBarclaysMichael GauglerBrean Capital Historical (Janney Montgomery)11 その他のアナリストを表示
Price Target Changed • Nov 19Price target increased by 7.0% to US$148Up from US$138, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of US$136. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of US$6.16 for next year compared to US$5.28 last year.
お知らせ • Nov 10Chesapeake Utilities Corporation Reaffirms Earnings Guidance for the Full Year 2025Chesapeake Utilities Corporation reaffirmed earnings guidance for the full year 2025. The company reaffirming full year 2025 EPS guidance of $6.15 to $6.35 per share.
お知らせ • Aug 08Chesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for year 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share, which includes approval of the pending FCG excess depreciation filing. For the year 2028, the company re-affirmed the 2028 EPS guidance range of $7.75 to $8.00 per share.
お知らせ • May 08+ 1 more updateChesapeake Utilities Corporation Provides Earnings Guidance for 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For the year 2028, the company expects EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8 percent from the 2025 EPS guidance, or since 2018, an 8.5% growth rate.
お知らせ • Feb 27+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation re-affirmed earnings guidance for Year 2025 and 2028. The Company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For 2028, company reaffirmed EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8% from the 2025 EPS guidance, or since 2018, an 8.5% growth rate. These earnings projections are based upon the Company’s previously introduced capital expenditure guidance for the five-year period ended 2028 of $1.5 billion to $1.8 billion.
お知らせ • Nov 08+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for the Year 2024, 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for the year 2024, 2025 and 2028. The Company continues to affirm its 2024 EPS guidance of $5.33 to $5.45 in adjusted earnings per share given the incremental margin opportunities present across the Company's businesses, investment opportunities within and surrounding FCG, regulatory initiatives and operating synergies. The Company also affirms a 2025 EPS guidance range of $6.15 to $6.35, as well as a 2028 EPS guidance range of $7.75 to $8.00. This implies an EPS growth rate of approximately 8% from the 2025 EPS guidance range.
ライブニュース • May 08Chesapeake Utilities Q1 Profit and Revenue Outlook Supported by Florida Rate Case FilingChesapeake Utilities reported Q1 2026 net income of $59.3 million and earnings per share of $2.47, with EPS 11.8% above the prior period. The company reaffirmed 2026 capital expenditure guidance of $450 to $500 million and a five-year capex range of $1.5 to $1.8 billion, along with 2028 EPS guidance of $7.75 to $8.00. Florida City Gas filed a general rate case with the Florida Public Service Commission seeking a $47 million revenue increase and $16.2 million in interim relief. For investors, the combination of higher Q1 earnings, reaffirmed spending plans and longer-term EPS guidance indicates that management is maintaining its current growth and investment framework. The contribution from both regulated and unregulated segments, together with the impact of transmission expansions, infrastructure programs and regulatory initiatives, shows that the business is relying on multiple drivers rather than a single line of activity. The Florida City Gas rate case is also important to watch. If approved as filed, the proposed $47 million revenue increase and interim relief request of $16.2 million would support higher allowed revenues from the Florida operations, which are already benefiting from colder weather and higher customer consumption. Investors may next focus on the pace and outcome of the regulatory process and how that aligns with Chesapeake Utilities’ capex plans and 2028 EPS objectives.
お知らせ • May 08Chesapeake Utilities Corporation announces Quarterly dividend, payable on July 06, 2026Chesapeake Utilities Corporation announced Quarterly dividend of USD 0.7350 per share payable on July 06, 2026, ex-date on June 15, 2026 and record date on June 15, 2026.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$2.48 (up from US$2.22 in 1Q 2025). Revenue: US$353.1m (up 18% from 1Q 2025). Net income: US$59.3m (up 17% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.8%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
ナラティブ更新 • Apr 23CPK: Depreciation Headwinds Will Shape Future Undervalued Earnings Recovery PotentialAnalysts have inched their price target for Chesapeake Utilities higher to $149.25, a move of about $0.50, as they balance recent estimate adjustments tied to depreciation headwinds with updated views on the stock’s longer term valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the modest lift in the price target as a sign that, even with depreciation headwinds in the mix, the valuation case still looks reasonable at current levels.
お知らせ • Apr 21Chesapeake Utilities Corporation to Report Q1, 2026 Results on May 06, 2026Chesapeake Utilities Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
ナラティブ更新 • Apr 09CPK: Depreciation Study Headwind Will Frame Future Undervalued Earnings RecoveryAnalysts have trimmed their price target on Chesapeake Utilities by $1 to $140, citing updated estimates that factor in a headwind from a depreciation study. Analyst Commentary Bullish Takeaways The price target trim to $140 from $141 is small, which suggests analysts still see the current valuation as broadly aligned with their fundamental view, even after updating depreciation assumptions.
お知らせ • Apr 02Chesapeake Utilities Corporation Announces Executive Appointments, Effective April 1, 2026Chesapeake Utilities Corporation announced two leadership appointments that reinforce the Company's commitment to operational excellence and long-term growth. Effective April 1, 2026 senior vice president and chief accounting officer Michael Galtman will assume the role of chief transformation officer to oversee the Company's enterprise resource plan (ERP) implementation in addition to managing financial planning, corporate development, tax and treasury operations. In conjunction with this transition, Melissa Barnes, who joined the Company on March 30, 2026, has been appointed vice president and chief accounting officer, and will be responsible for the Company's accounting and financial reporting functions. Galtman brings more than two decades of financial leadership across multiple publicly traded, regulated environments within the energy industry. Since joining Chesapeake Utilities in 2019, he has guided the Company through complex accounting, regulatory and governance matters, including multiple corporate transactions such as the Florida City Gas acquisition in late 2023. Prior to Chesapeake Utilities, Galtman served as chief accounting officer and vice president at Sunoco Logistics and MBNA, where he integrated nearly $3 billion in acquisitions, led an SAP implementation and managed financial reporting. Galtman began his career in public accounting; he holds a Bachelor of Science in Accounting from Rutgers University and is a Certified Public Accountant. Barnes is an accomplished accounting and finance leader with more than 20 years of experience in technical accounting, external reporting, largescale finance transformations- and internal controls. She most recently served as assistant controller at a global, publicly traded company, where she led accounting operations, including financial reporting, and provided oversight of Audit Committee communications. In prior roles, Barnes gained deep expertise in partnering with the business to execute complex transactions. Barnes holds a Bachelor of Science in Accounting from West Chester University of Pennsylvania and has completed executive education at the Yale School of Management. Barnes is a certified public accountant and a member of the American Institute of Certified Public Accountants.
お知らせ • Mar 26Chesapeake Utilities Corporation, Annual General Meeting, May 06, 2026Chesapeake Utilities Corporation, Annual General Meeting, May 06, 2026.
ナラティブ更新 • Mar 25CPK: Depreciation Study Headwind Will Set Up Future Earnings ReboundAnalysts have trimmed their price target on Chesapeake Utilities by $1.38 to $148.75, citing updated estimates that factor in depreciation study headwinds and modest shifts in long term revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research commentary centers on updated depreciation assumptions and how these may influence valuation, rather than major changes to the core business outlook.
お知らせ • Mar 24+ 1 more updateChesapeake Utilities Corporation Announces Executive ChangesChesapeake Utilities Corporation announced that executive vice president and chief financial officer Beth Cooper will retire on June 30, 2026, following 36 years with the Company. Senior vice president and chief operating officer Jeff Sylvester, who began his career with Chesapeake Utilities in 2004 serving in finance and business development roles, will succeed Cooper, effective July 1, 2026. Cooper joined Chesapeake Utilities in 1990 and held numerous roles in the financial and strategic planning areas of the Company until she was named CFO in September 2008. Throughout her tenure, she advanced the Company's strategy by driving industry-leading earnings growth and above-average returns, ensuring balance sheet strength and financial discipline, and propelling the Company toward significant, sustained long-term growth. Following increasing responsibilities driving revenue growth and business strategy, Sylvester served as vice president of customer care at Chesapeake Utilities subsidiary Florida Public Utilities from 2010 to 2012 before serving as vice president of operations at Black Hills Energy. He returned to Chesapeake Utilities in 2019 as senior vice president of operations and was named chief operating officer in 2022, leading overall company operations, customer care, project development and safety. Sylvester began his career in financial analyst and controller roles at ThruPoint, GTE and Plantronics. He holds a Bachelor of Science in finance management and a Master of Business Administration in finance from Clemson University.
ナラティブ更新 • Mar 11CPK: Depreciation Study Headwind Will Shape Bullish Long Term OutlookAnalysts have nudged their fair value estimate for Chesapeake Utilities up by $2 to $150.13, reflecting updated assumptions around revenue growth, profit margin and future P/E. They also acknowledge recent Street research that trimmed the formal price target to $140 to factor in a depreciation study headwind.
Declared Dividend • Mar 01Fourth quarter dividend of US$0.69 announcedShareholders will receive a dividend of US$0.69. Ex-date: 16th March 2026 Payment date: 6th April 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 26Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$6.00 (up from US$5.28 in FY 2024). Revenue: US$930.0m (up 18% from FY 2024). Net income: US$140.3m (up 18% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Feb 26Chesapeake Utilities Corporation Declares Quarterly Cash Dividend, Payable on April 6, 2026The Board of Directors of Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.685 per share on the Company's common stock. The $0.685 per share dividend will be paid on April 6, 2026, to all shareholders of record at the close of business on March 16, 2026.
ナラティブ更新 • Feb 24CPK: Depreciation Headwinds And Eastern Shore Expansion Will Shape Steady Long-Term OutlookAnalysts have trimmed their price target on Chesapeake Utilities by $0.25 to $148.13. This reflects slightly lower revenue growth assumptions and updated depreciation headwinds discussed in recent research.
お知らせ • Feb 17Chesapeake Utilities Corporation to Report Q4, 2025 Results on Feb 25, 2026Chesapeake Utilities Corporation announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
ナラティブ更新 • Feb 09CPK: Eastern Shore Gas Expansion Will Support Confidence In Long-Term ProspectsNarrative Update on Chesapeake Utilities Analysts have adjusted their price target on Chesapeake Utilities slightly higher to about $148.38 from $147.50, reflecting updated views on revenue, profit margins and expected future P/E levels. What's in the News The Accomack County Board of Supervisors awarded Chesapeake Utilities the natural gas expansion bid for Virginia's Eastern Shore, authorizing the company to begin engineering a new natural gas system it will construct, own and operate to support energy reliability in the region (Key Developments).
分析記事 • Jan 28These 4 Measures Indicate That Chesapeake Utilities (NYSE:CPK) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 • Jan 25CPK: Reaffirmed 2025 EPS Guidance And Dividend Plans Will Support ConfidenceAnalysts have kept their fair value estimate for Chesapeake Utilities steady at US$147.50 per share. This reflects only marginal tweaks to inputs like the discount rate, long term revenue growth, profit margin assumptions and the future P/E multiple, rather than a change in their overall view of the company.
ナラティブ更新 • Jan 09CPK: Q3 Execution And Dividend Outlook Will Support Medium Term Earnings ConfidenceNarrative Update: Chesapeake Utilities Price Target Shift Analysts have lifted their price target on Chesapeake Utilities to $128 from $120, reflecting updated assumptions for Q3 expectations while keeping core fair value estimates and key model inputs broadly unchanged. Analyst Commentary Recent research around the Q3 earnings preview gives a mixed but useful read on how the market is thinking about Chesapeake Utilities at the new US$128 price target.
お知らせ • Jan 08Chesapeake Utilities Corporation Promotes Michael Cassel to Senior Vice President, Strategic Development, Effective January 2, 2026Chesapeake Utilities Corporation announced that Michael Cassel has been promoted to senior vice president, strategic development, effective January 2, 2026. In this role, Cassel leads the business development, external affairs and strategic planning groups to enhance the Company's ability to identify emerging opportunities, expand community partnerships and develop long-range strategies that support sustainable growth. Cassel joined Chesapeake Utilities Corporation in March 2008 as a regulatory analyst. Since then, he has spent nearly two decades advancing regulatory, legislative and public-affairs outcomes that strengthen system reliability and long-term value for ratepayers, serving in roles of increasing responsibility including vice president of strategic development, vice president of governmental and regulatory affairs, assistant vice president at Florida Public Utilities and director of Florida regulatory and governmental affairs.
ナラティブ更新 • Dec 25CPK: Higher Outlook Will Highlight Future Earnings Consistency And Dividend SupportAnalysts have raised their price target on Chesapeake Utilities by $8 to $128, citing updated sector assumptions and Q3 earnings preview work that modestly reinforce their outlook while leaving core valuation drivers largely unchanged. Analyst Commentary Analysts' latest revisions underscore a balanced view on Chesapeake Utilities, with modest upside reflected in the higher target and an unchanged neutral stance on the stock.
Recent Insider Transactions • Dec 21President recently sold US$1.6m worth of stockOn the 17th of December, Jeffry Householder sold around 13k shares on-market at roughly US$127 per share. This transaction amounted to 27% 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 Jeffry's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 16President notifies of intention to sell stockJeffry Householder intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$125, it would amount to US$3.1m. For the year to December 2018, Jeffry's total compensation was 20% salary and 80% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Jeffry's direct individual holding has increased from 43.69k shares to 53.71k. Company insiders have collectively sold US$798k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Dec 10CPK: Raised Price Outlook Will Highlight Earnings Consistency And Supportive Sector BackdropAnalysts have raised their price target on Chesapeake Utilities to $128 from $120, citing updated group-wide utilities assumptions and a Q3 earnings preview that support a modestly higher valuation multiple despite largely unchanged fundamental forecasts. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as validation that the company can sustain steady earnings growth, even with minimal changes to underlying forecasts.
Upcoming Dividend • Dec 08Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.1%).
ナラティブ更新 • Nov 26CPK: Earnings Consistency And Sector Trends Will Shape Balanced OutlookAnalysts have increased their price target for Chesapeake Utilities from $120 to $128, citing improved revenue growth forecasts and a slightly higher fair value estimate. Analyst Commentary Recent price target adjustments reflect evolving perspectives on Chesapeake Utilities' growth potential and challenges in the utility sector.
Price Target Changed • Nov 19Price target increased by 7.0% to US$148Up from US$138, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of US$136. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of US$6.16 for next year compared to US$5.28 last year.
ナラティブ更新 • Nov 10CPK: Earnings Outlook Will Drive Mixed Sentiment As Sector Conditions EvolveChesapeake Utilities has seen its analyst price target increase from $120 to $128, as analysts cite updated valuations and positive earnings outlooks within the utilities sector. Analyst Commentary Analysts have provided an updated outlook on Chesapeake Utilities, considering recent developments within the utilities sector and the firm's performance ahead of its third-quarter earnings release.
お知らせ • Nov 10Chesapeake Utilities Corporation Reaffirms Earnings Guidance for the Full Year 2025Chesapeake Utilities Corporation reaffirmed earnings guidance for the full year 2025. The company reaffirming full year 2025 EPS guidance of $6.15 to $6.35 per share.
Declared Dividend • Nov 10Third quarter dividend of US$0.69 announcedShareholders will receive a dividend of US$0.69. Ex-date: 15th December 2025 Payment date: 5th January 2026 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 07Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.82 (up from US$0.78 in 3Q 2024). Revenue: US$179.6m (up 12% from 3Q 2024). Net income: US$19.4m (up 11% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue exceeded analyst estimates by 36%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Nov 06Chesapeake Utilities Corporation Declares Quarterly Cash Dividend, Payable on January 5, 2026At their meeting held on November 6, 2025, The Board of Directors of Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.685 per share on the Company's common stock. The $0.685 per share dividend will be paid on January 5, 2026 to all shareholders of record at the close of business on December 15, 2025.
ナラティブ更新 • Oct 27Earnings Outlook And Sector Momentum Will Drive Resilient Utilities PerformanceAnalysts have increased their price target for Chesapeake Utilities from $120 to $128, citing updated sector targets and the company’s recent earnings outlook as key factors in the revision. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, reflecting confidence in Chesapeake Utilities’ recent earnings outlook and improved sector sentiment.
お知らせ • Oct 21Chesapeake Utilities Corporation to Report Q3, 2025 Results on Nov 06, 2025Chesapeake Utilities Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
Recent Insider Transactions • Sep 30Executive VP recently sold US$661k worth of stockOn the 25th of September, Beth Cooper sold around 5k shares on-market at roughly US$132 per share. This transaction amounted to 6.2% 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 Beth's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Sep 25Executive VP notifies of intention to sell stockBeth Cooper intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of September. If the sale is conducted around the recent share price of US$129, it would amount to US$645k. Since December 2024, Beth's direct individual holding has increased from 79.05k shares to 83.16k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Sep 16Chesapeake Utilities Corporation Appoints Lisa Eden as to Board of Directors as Class II Director and Member of the Audit Committee , Effective September 15, 2025Chesapeake Utilities Corporation announced that Lisa Eden was appointed to serve as a member of the Company's Board of Directors as a Class II director, effective September 15, 2025. Ms. Eden was also appointed to serve as a member of the Audit Committee and the Board has determined that Ms. Eden qualifies as an “audit committee financial expert” as defined by the SEC based on her experience and knowledge. Ms. Eden joins the Board with extensive energy industry experience, having recently retired as senior vice president and chief financial officer after more than two decades of service at TXNM Energy Inc. Ms. Eden brings wide-ranging leadership experience across finance, information technology, human resources, and the energy sector. During her tenure with TXNM Energy, the parent company of Public Service Company of New Mexico and also of Texas-New Mexico Power Company, she held several key executive positions including vice president and treasurer, vice president of human resources, and vice president and chief information officer, in addition to other senior-level director roles. In these positions, she has developed comprehensive expertise in corporate finance, capital markets, strategic planning, employee and labor relations, succession planning and talent management, as well as information technology and cybersecurity. She has also held the Chartered Financial Analyst (CFA) designation for twenty years, underscoring her commitment to the highest standards of financial analysis and ethical practice. In addition to her corporate career, Ms. Eden contributes her leadership to the community as a board member of Presbyterian Healthcare Services, a not-for-profit organization dedicated to improving the health of its patients, members, and communities in New Mexico.
Upcoming Dividend • Sep 08Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 06 October 2025. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.1%).
Declared Dividend • Aug 11Second quarter dividend of US$0.69 announcedShareholders will receive a dividend of US$0.69. Ex-date: 15th September 2025 Payment date: 6th October 2025 Dividend yield will be 2.1%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 10Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$1.03 (up from US$0.82 in 2Q 2024). Revenue: US$192.8m (up 16% from 2Q 2024). Net income: US$23.9m (up 31% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Chesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for year 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share, which includes approval of the pending FCG excess depreciation filing. For the year 2028, the company re-affirmed the 2028 EPS guidance range of $7.75 to $8.00 per share.
お知らせ • Aug 07Chesapeake Utilities Corporation Declares Quarterly Cash Dividend, Payable on October 6, 2025At their meeting held August 7, 2025, the Board of Directors of Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.685 per share on the Company's common stock. The $0.685 per share dividend will be paid on October 6, 2025 to all shareholders of record at the close of business on September 15, 2025.
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Sheree Petrone was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 17Chesapeake Utilities Corporation to Report Q2, 2025 Results on Aug 07, 2025Chesapeake Utilities Corporation announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
分析記事 • Jun 24Is Chesapeake Utilities (NYSE:CPK) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Jun 09Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (3.2%).
分析記事 • May 28Chesapeake Utilities' (NYSE:CPK) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Chesapeake Utilities Corporation ( NYSE:CPK ) has announced that it will be paying its dividend of $0.685...
お知らせ • May 28Chesapeake Utilities Corporation Appoints Abhijit Bhatwadekar as Chief Information Officer, Effective June 13, 2025Chesapeake Utilities Corporation announced the appointment of Abhijit ("Abhi") Bhatwadekar as vice president and chief information officer (CIO), effective June 13, 2025. In his new role, Bhatwadekar will lead Chesapeake Utilities' technology strategy and operations, with responsibility for IT infrastructure, enterprise applications, cybersecurity, data management, and vendor partnerships. As CIO, he will play a critical role in aligning technology initiatives with business objectives, supporting the Company's growth strategy, and driving continued digital transformation across the organization. Bhatwadekar joins Chesapeake Utilities from PPL Corporation, where he served as vice president of data analytics and customer experience, leading critical initiatives focused on improving customer service and operational performance through data-driven strategies. His previous leadership roles include vice president of data and analytics for the benefits services division at Gallagher and senior technology positions at Nielsen, where he served as vice president for global data platforms and North America technology. Throughout his career, Bhatwadekar has led global teams, delivered large-scale technology programs, launched several global analytics platforms, and leveraged AI and automation to drive operational savings. At Chesapeake Utilities, Bhatwadekar will serve on the Company's senior leadership team and be a key advisor to the Board on major technology initiatives and cybersecurity risk management. He will guide the execution of the Company's IT roadmap, oversee the IT project portfolio and budget, and implement best practices and policies to support secure, efficient, and innovative service delivery.
分析記事 • May 26Chesapeake Utilities Corporation's (NYSE:CPK) Intrinsic Value Is Potentially 23% Below Its Share PriceKey Insights Chesapeake Utilities' estimated fair value is US$93.56 based on Dividend Discount Model Chesapeake...
Declared Dividend • May 11First quarter dividend increased to US$0.69Dividend of US$0.69 is 7.0% higher than last year. Ex-date: 16th June 2025 Payment date: 7th July 2025 Dividend yield will be 2.1%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 08First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$2.22 (up from US$2.08 in 1Q 2024). Revenue: US$298.7m (up 22% from 1Q 2024). Net income: US$50.9m (up 10% from 1Q 2024). Profit margin: 17% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • May 08+ 1 more updateChesapeake Utilities Corporation Provides Earnings Guidance for 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for 2025 and 2028. For the year 2025, the company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For the year 2028, the company expects EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8 percent from the 2025 EPS guidance, or since 2018, an 8.5% growth rate.
分析記事 • May 08Should You Be Adding Chesapeake Utilities (NYSE:CPK) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha • Apr 24Chesapeake Utilities: Good Growth Prospects, But Very Richly ValuedSummary Chesapeake Utilities Corporation is primarily a natural gas utility with significant operations in Delaware, Maryland, Florida, Pennsylvania, and Ohio, and a smaller electric footprint in Florida. Despite a lower yield compared to peers, Chesapeake Utilities has delivered a 235.88% total return over the past decade, outperforming its competitors. The company's growth is driven by Florida's rapid population increase and the development of data centers in Ohio, which may boost natural gas demand. Chesapeake Utilities appears overvalued with a high price-to-earnings ratio and rising interest expenses, suggesting potential subpar performance unless the CPK stock price decreases. Read the full article on Seeking Alpha
お知らせ • Apr 23Chesapeake Utilities Corporation to Report Q1, 2025 Results on May 07, 2025Chesapeake Utilities Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Mar 18Chesapeake Utilities Corporation, Annual General Meeting, May 07, 2025Chesapeake Utilities Corporation, Annual General Meeting, May 07, 2025.
分析記事 • Mar 15Is Chesapeake Utilities (NYSE:CPK) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Mar 02Fourth quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 14th March 2025 Payment date: 7th April 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (48% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$5.28 (up from US$4.75 in FY 2023). Revenue: US$787.2m (up 17% from FY 2023). Net income: US$118.6m (up 36% from FY 2023). Profit margin: 15% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) exceeded analyst estimates by 1.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Feb 27+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for Year 2025 and 2028Chesapeake Utilities Corporation re-affirmed earnings guidance for Year 2025 and 2028. The Company continues to re-affirm its 2025 EPS guidance range of $6.15 to $6.35 per share. For 2028, company reaffirmed EPS guidance range of $7.75 to $8.00 per share. The 2028 guidance implies an annual EPS growth rate of approximately 8% from the 2025 EPS guidance, or since 2018, an 8.5% growth rate. These earnings projections are based upon the Company’s previously introduced capital expenditure guidance for the five-year period ended 2028 of $1.5 billion to $1.8 billion.
お知らせ • Feb 04Chesapeake Utilities Corporation to Report Q4, 2024 Results on Feb 26, 2025Chesapeake Utilities Corporation announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
分析記事 • Jan 24Chesapeake Utilities Corporation's (NYSE:CPK) Earnings Haven't Escaped The Attention Of InvestorsWith a price-to-earnings (or "P/E") ratio of 25.8x Chesapeake Utilities Corporation ( NYSE:CPK ) may be sending bearish...
Seeking Alpha • Jan 04Chesapeake Utilities: Gauging Growth In GasSummary Chesapeake Utilities is a diversified energy company with stable regulated operations and growth in unregulated areas like propane distribution and renewable natural gas (RNG) production. Recent acquisitions and infrastructure investments, particularly in Florida, are driving growth, but the stock's valuation appears elevated compared to peers. Despite industry tailwinds, I rate Chesapeake a Hold due to limited near-term share price upside and more attractive opportunities in larger peers like Atmos Energy and UGI Corporation. Read the full article on Seeking Alpha
Upcoming Dividend • Dec 09Upcoming dividend of US$0.64 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 06 January 2025. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (3.3%).
お知らせ • Nov 23Chesapeake Utilities Corporation has filed a Follow-on Equity Offering in the amount of $100 million.Chesapeake Utilities Corporation has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
分析記事 • Nov 15Chesapeake Utilities' (NYSE:CPK) Earnings Are Of Questionable QualityChesapeake Utilities Corporation's ( NYSE:CPK ) robust earnings report didn't manage to move the market for its stock...
Declared Dividend • Nov 11Third quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 16th December 2024 Payment date: 6th January 2025 Dividend yield will be 2.0%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.78 (up from US$0.53 in 3Q 2023). Revenue: US$160.1m (up 22% from 3Q 2023). Net income: US$17.5m (up 86% from 3Q 2023). Profit margin: 11% (up from 7.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.8%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
お知らせ • Nov 08+ 1 more updateChesapeake Utilities Corporation Reaffirms Earnings Guidance for the Year 2024, 2025 and 2028Chesapeake Utilities Corporation reaffirmed earnings guidance for the year 2024, 2025 and 2028. The Company continues to affirm its 2024 EPS guidance of $5.33 to $5.45 in adjusted earnings per share given the incremental margin opportunities present across the Company's businesses, investment opportunities within and surrounding FCG, regulatory initiatives and operating synergies. The Company also affirms a 2025 EPS guidance range of $6.15 to $6.35, as well as a 2028 EPS guidance range of $7.75 to $8.00. This implies an EPS growth rate of approximately 8% from the 2025 EPS guidance range.
お知らせ • Oct 24Chesapeake Utilities Corporation to Report Q3, 2024 Results on Nov 07, 2024Chesapeake Utilities Corporation announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
分析記事 • Sep 17Is Chesapeake Utilities (NYSE:CPK) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
新しいナラティブ • Sep 09Critical Investments And Renewable Initiatives Propel Utility Giant Towards Robust Growth And Efficiency Sustained customer growth due to population expansion and new developments in Delmarva and Florida is expected to drive revenue growth.
Upcoming Dividend • Sep 09Upcoming dividend of US$0.64 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 07 October 2024. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.6%).
分析記事 • Aug 30Chesapeake Utilities Corporation (NYSE:CPK) Not Flying Under The RadarWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Recent Insider Transactions • Aug 16Independent Director recently sold US$2.0m worth of stockOn the 13th of August, Paul Maddock sold around 18k shares on-market at roughly US$114 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 14Independent Director notifies of intention to sell stockPaul Maddock intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of August. If the sale is conducted around the recent share price of US$114, it would amount to US$1.1m. Since December 2023, Paul's direct individual holding has increased from 52.04k shares to 52.94k. Company insiders have collectively sold US$1.7k more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Aug 12Second quarter dividend of US$0.64 announcedShareholders will receive a dividend of US$0.64. Ex-date: 16th September 2024 Payment date: 7th October 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2024 earnings: EPS in line with expectations, revenues disappointSecond quarter 2024 results: EPS: US$0.82. Revenue: US$166.3m (up 23% from 2Q 2023). Net income: US$18.3m (up 13% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Gas Utilities industry in the US.
お知らせ • Aug 09Chesapeake Utilities Corporation Announces Quarterly Dividend, Payable on October 7, 2024Chesapeake Utilities Corporation declared a quarterly cash dividend of $0.64 per share on the Company's common stock. The $0.64 per share dividend will be paid on October 7, 2024 to all shareholders of record at the close of business on September 16, 2024.
お知らせ • Jul 23Chesapeake Utilities Corporation to Report Q2, 2024 Results on Aug 08, 2024Chesapeake Utilities Corporation announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
お知らせ • Jun 27Chesapeake Utilities Corporation Announces the First Injections of Renewable Natural Gas At Its Radio Avenue Injection Point in Yulee, FloridaChesapeake Utilities Corporation announced the first injections of renewable natural gas (RNG) at its Radio Avenue injection point in Yulee, Florida, from the Company's RNG facility at Full Circle Dairy in Madison County. FPU Renewables, which constructed and operates the RNG facility, and its parent company, Florida Public Utilities Company, are subsidiaries of Chesapeake Utilities Corporation (Chesapeake Utilities). The injections are part of the commissioning phase of the Company's first RNG development project, which included the construction and operation of a dairy manure-to-biogas RNG facility at Full Circle dairy. The facility is now producing RNG, with the first deliveries and injections of captured RNG taking place earlier this month. The RNG is transported from the facility to the injection site by Chesapeake Utilities' subsidiary Marlin Gas Services, a provider of virtual pipeline solutions. To date, during the facility's first month of production, approximately 4,700 dekatherms of RNG have been captured and transported to the injection site. The RNG facility at Full Circleairy, which began construction in February 2023, captures and cleans methane from manure generated by dairy cows. The facility is expected to produce an average of 100,000 dekatherms annually and represents a capital investment of $22 million. The facility is projected to capture and redirect approximately 1,116 metric tons (mt) of methane per year, equivalent to 27,900 mt of carbon dioxide. Using the EPA greenhouse gas equivalencies calculator, this methane reduction equates to over 6,000 gasoline-powered passenger vehicles driven for one year and a CO2 emissions reduction equivalent to the annual energy consumption of more than 3,500 homes. The fuel injection point in Yulee was constructed in 2023, and has been adapted to enable alternative fuels, such as RNG, to be delivered into the existing pipeline delivery system and support the growing demand for energy in Nassau County.
Upcoming Dividend • Jun 07Upcoming dividend of US$0.64 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.9%).
分析記事 • Jun 01Chesapeake Utilities (NYSE:CPK) Is Increasing Its Dividend To $0.64Chesapeake Utilities Corporation's ( NYSE:CPK ) dividend will be increasing from last year's payment of the same period...
分析記事 • May 24Does Chesapeake Utilities (NYSE:CPK) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • May 12First quarter dividend increased to US$0.64Dividend of US$0.64 is 8.5% higher than last year. Ex-date: 14th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 09First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: US$2.08 (up from US$2.05 in 1Q 2023). Revenue: US$245.7m (up 13% from 1Q 2023). Net income: US$46.2m (up 27% from 1Q 2023). Profit margin: 19% (up from 17% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 09Chesapeake Utilities Corporation Raises Quarterly Cash Dividend, Payable on July 5, 2024At their meeting held on May 8, 2024, the Board of Directors of Chesapeake Utilities Corporation voted to increase the quarterly cash dividend on the Company's common stock from $0.59 per share to $0.64 per share. The $0.64 per share dividend will be payable July 5, 2024 to all shareholders of record at the close of business on June 14, 2024.
お知らせ • Apr 19Chesapeake Utilities Corporation Names Lucia Dempsey as Head of Investor RelationsChesapeake Utilities Corporation announced that Lucia Dempsey has joined the Company as head of investor relations, effective April 15. Dempsey will be responsible for communicating to the investment community Chesapeake Utilities' strategy and commitment to being a leader in delivering energy that ensures a more sustainable future for our service territories. Dempsey will serve as a key contact with the financial community, helping communicate the Company's unique value proposition, investment opportunities and sustainability initiatives. Dempsey has significant investor relations and investment banking experience in the finance and energy industries. Most recently, she was head of investor relations at Sunlight Financial, where she managed a SPAC acquisition and de-SPAC IPO on the New York Stock Exchange, among other accomplishments. Other previous roles include investment banking for Goldman Sachs & Co. and for Barclays Capital, and investor relations and rates and regulatory affairs roles for Portland General Electric. Dempsey has an MBA from the University of Virginia and a bachelor's degree in administration and finance from the University of Portland. She serves as a board member for Trail Blazers, a nonprofit organization that equips and empowers youth to build values for life through outdoor programs financially accessible to all.
分析記事 • Apr 16Chesapeake Utilities Corporation's (NYSE:CPK) Share Price Not Quite Adding UpChesapeake Utilities Corporation's ( NYSE:CPK ) price-to-earnings (or "P/E") ratio of 25.7x might make it look like a...
お知らせ • Mar 27Chesapeake Utilities Corporation, Annual General Meeting, May 08, 2024Chesapeake Utilities Corporation, Annual General Meeting, May 08, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider election of three Class I directors named in the Proxy Statement; to consider non-binding advisory vote to approve the compensation of the Company's Named Executive Officers; and to consider non-binding advisory vote to ratify the appointment of the Company’s independent registered public accounting firm.
分析記事 • Mar 15Chesapeake Utilities Corporation's (NYSE:CPK) Intrinsic Value Is Potentially 46% Above Its Share PriceKey Insights The projected fair value for Chesapeake Utilities is US$149 based on 2 Stage Free Cash Flow to Equity...
Upcoming Dividend • Mar 07Upcoming dividend of US$0.59 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (3.9%).
Declared Dividend • Feb 23Fourth quarter dividend of US$0.59 announcedShareholders will receive a dividend of US$0.59. Ex-date: 14th March 2024 Payment date: 5th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 4.0%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but not covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Feb 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (137% cash payout ratio). Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Feb 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: US$4.75 (down from US$5.07 in FY 2022). Revenue: US$670.6m (down 1.5% from FY 2022). Net income: US$87.2m (down 2.9% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Gas Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
