OGE Energy Corp.

NYSE:OGE 株式レポート

時価総額:US$9.6b

OGE Energy マネジメント

マネジメント 基準チェック /34

OGE Energyの CEO はRobert Trauschkeで、 Aug2014年に任命され、 の在任期間は 11.83年です。 の年間総報酬は$ 12.03Mで、 10.3%給与と89.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.35%を直接所有しており、その価値は$ 33.56M 。経営陣と取締役会の平均在任期間はそれぞれ3.9年と9.3年です。

主要情報

Robert Trauschke

最高経営責任者

US$12.0m

報酬総額

CEO給与比率10.30%
CEO在任期間11.8yrs
CEOの所有権0.4%
経営陣の平均在職期間3.9yrs
取締役会の平均在任期間9.3yrs

経営陣の近況

Recent updates

ナラティブの更新 May 22

OGE: Weather Sensitivity And 2026 Earnings Outlook Will Guide Fairly Valued Returns

Analysts have adjusted their price target on OGE Energy to $50.09 from $49.86, citing updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News OGE Energy reaffirmed its 2026 consolidated earnings guidance at $2.43 per average diluted share, within a projected range of $2.38 to $2.48 per average diluted share (company guidance).
ナラティブの更新 May 04

OGE: Weather Sensitivity And 2026 Earnings Guidance Will Shape Steady Returns

Analysts have lifted their price target for OGE Energy to about $49.86, up from roughly $48.59. They cited updated assumptions that include a slightly higher revenue growth outlook, a modestly lower profit margin expectation, and a marginally higher future P/E estimate.
ナラティブの更新 Apr 20

OGE: Updated Assumptions Will Support Personalized Service And Steady Future Returns

Analysts have nudged their price target on OGE Energy higher to about $48.59 from roughly $48.23, citing updated assumptions around fair value, forecast revenue growth, profit margins, and future P/E levels. Valuation Changes Fair value moved slightly higher from about $48.23 to roughly $48.59 per share.
ナラティブの更新 Apr 05

OGE: New Commercial Organization Will Support Personalized Service And Steady Returns

Analysts have maintained their price target for OGE Energy at $48.23, indicating that their views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions remain unchanged. What's in the News OG&E announced a newly established Commercial organization that is intended to support power innovation and deliver value, reliability, and solutions for customers across Oklahoma and western Arkansas (Key Developments).
ナラティブの更新 Mar 22

OGE: New Commercial Focus Will Support Steady Service And Measured Returns

Analysts have modestly lifted their price target on OGE Energy to about $48.23 from $47.05. This reflects updated assumptions around fair value, revenue growth, profit margin and future P/E expectations.
ナラティブの更新 Mar 06

OGE: New Commercial Structure And Stable Assumptions Will Support Steady Returns

Analysts have nudged their fair value estimate for OGE Energy from $46.35 to $47.05, citing updated assumptions for revenue growth, profit margins, and forward P/E expectations. What's in the News OG&E created a new Commercial organization focused on Customer Engagement, Systems Planning, and Sales across Oklahoma and western Arkansas, aimed at aligning more closely with customer needs and energy use patterns (Key Developments).
ナラティブの更新 Feb 18

OGE: Equity Raise And New Commercial Focus Will Support Steady Returns

Analysts have slightly adjusted their price target on OGE Energy to $46.35 from $46.41, reflecting updated views on revenue growth, profit margin, and future P/E assumptions. What's in the News OG&E created a new Commercial organization focused on Customer Engagement, Systems Planning, and Sales to support customers across Oklahoma and western Arkansas and tailor energy solutions to changing customer needs (Key Developments).
ナラティブの更新 Feb 02

OGE: Equity Raise And Commercial Reorganization Will Support Steady Future Returns

Analysts modestly trimmed their price target on OGE Energy by about $0.64 to reflect a slightly lower fair value estimate of $46.41, while incorporating updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News OG&E created a new Commercial organization focused on customer engagement, systems planning, and sales to support customers across Oklahoma and western Arkansas and to offer more tailored energy solutions.
ナラティブの更新 Jan 11

OGE: Equity Offering And New Commercial Focus Will Shape Measured Returns

Analysts have kept their price target for OGE Energy broadly steady at about US$47, reflecting only very slight tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions rather than any major shift in their view of the stock. What's in the News OG&E created a new Commercial organization focused on customer engagement, systems planning, and sales, aiming to offer more personalized service and energy solutions for homes, businesses, and communities in Oklahoma and western Arkansas (Key Developments).
Seeking Alpha Jan 09

Buying The Dip In OGE Energy

Summary OGE Energy is positioned to benefit from surging data center demand and robust population growth in its Oklahoma service area. OGE expects 5%-7% annual EPS growth through the decade, with upside from data center projects and potential for multiple expansion from a mid-range 17.6x 2026E EPS. Dividend growth is targeted to align with EPS, supported by a strengthened balance sheet and disciplined payout ratio management. Risks include regulatory pushback on rate recovery, execution challenges on aggressive capex, and potential macro or genAI demand headwinds. Read the full article on Seeking Alpha
ナラティブの更新 Dec 24

OGE: Equity Offering And Earnings Outlook Will Shape Measured Forward Return Profile

Analysts have slightly lowered their price target on OGE Energy by 0.10 dollars to 47.05 dollars, citing modestly softer expectations for long term revenue growth and profit margins, partially offset by a slightly higher anticipated future price to earnings multiple. What's in the News Filed a follow-on equity offering of approximately $172.5 million in common stock, signaling plans to raise additional capital for corporate purposes (Key Developments).
ナラティブの更新 Dec 10

OGE: Dividend Commitment And Equity Offering Will Shape Steady Forward Outlook

Analysts have nudged their price target on OGE Energy slightly higher, now implying a fair value of approximately 47.15 dollars. This reflects their steady outlook on the company’s revenue growth, profit margins, and valuation multiples, despite only marginal model recalibrations.
分析記事 Dec 07

OGE Energy (NYSE:OGE) Has Announced A Dividend Of $0.425

OGE Energy Corp. ( NYSE:OGE ) has announced that it will pay a dividend of $0.425 per share on the 30th of January...
ナラティブの更新 Nov 26

OGE: Equity Offering And Dividend Payout Will Shape Fair Outlook

Analysts have marginally reduced their price target for OGE Energy from $47.55 to $47.15, citing minor adjustments in key financial assumptions that support their valuation models. What's in the News OGE Energy Corp.
ナラティブの更新 Nov 04

OGE: Earnings Guidance And Dividend Will Support Consistent Profit Outlook Into 2025

OGE Energy's analyst price target has been raised modestly by analysts from $46.56 to $47.55, reflecting slight improvements in profit margin outlook and stability in valuation metrics. What's in the News OGE Energy Corp.
ナラティブの更新 Oct 21

Analysts Raise OGE Energy Price Target as Earnings Guidance and Valuation Estimates Improve

OGE Energy's analyst price target has increased modestly by $0.63 to $46.56, as analysts cite slight improvements in projected revenue growth and fair value estimates. What's in the News The Board of Directors approved a fourth quarter dividend of $0.425 per common share.
分析記事 Sep 27

OGE Energy (NYSE:OGE) Is Increasing Its Dividend To $0.425

OGE Energy Corp. ( NYSE:OGE ) has announced that it will be increasing its periodic dividend on the 31st of October to...
分析記事 Sep 09

Some Confidence Is Lacking In OGE Energy Corp.'s (NYSE:OGE) P/E

It's not a stretch to say that OGE Energy Corp.'s ( NYSE:OGE ) price-to-earnings (or "P/E") ratio of 17.8x right now...
分析記事 Jul 30

Estimating The Intrinsic Value Of OGE Energy Corp. (NYSE:OGE)

Key Insights Using the Dividend Discount Model, OGE Energy fair value estimate is US$42.24 OGE Energy's US$44.91 share...
Seeking Alpha Apr 22

OGE Energy: Benefiting From The Safe Haven Trade, But Wait For A Pullback

Summary OGE Energy Corp. is a regulated electric utility serving 900,000 customers in Oklahoma and western Arkansas, with a significant focus on Oklahoma. OGE Energy's stock has outperformed the S&P 500 Index, acting as a safe haven during market uncertainty, but appears somewhat expensive based on forward earnings growth. The company has been experiencing massive load growth in excess of its customer base growth, which could prove to be a growth opportunity if it continues. The company's capital investment program aims for a 5-7% earnings per share growth, promising a 10-12% total return annually over the next three to five years. Potential investors might consider waiting for a market pullback before purchasing shares, given the current valuation relative to its projected earnings growth. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

OGE Energy Downranked To Hold

Summary OGE Energy is an $8.5 billion utility holding company paying a ~4.0% dividend. It is well-operated with growth prospects, generation fuel portfolio diversification, and has received two awards for its emergency response actions to tornados, derechos, and hurricanes. Like many electric utilities, it is near the top of its 52-week stock price range on expected increased demand for artificial intelligence data centers. Read the full article on Seeking Alpha
Seeking Alpha Oct 30

OGE Energy: Solid 4%+ Dividend, Stable Earnings Outlook, Near Fair Value

Summary The Utilities sector has surged in 2024, but OGE Energy remains a hold due to valuation and technical trends. OGE Energy's Q2 results were solid, with a 10% revenue increase and EPS beating forecasts, yet the stock has underperformed the sector YTD. OGE's management forecasts steady EPS growth and no debt due until 2027, making it a conservative play with a 4.15% dividend yield. Technically, OGE trades between $37 and $43, with mixed signals. It's fully valued at $40, offering income investors stability but limited upside. Read the full article on Seeking Alpha
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新しいナラティブ Aug 27

Critical Moves And Growth Strategy Set To Spark Enhanced Margins And Revenue Surge

Strategic focus on energy efficiency and customer satisfaction initiatives poised to enhance net margins and operational efficiency.
Seeking Alpha Jul 02

OGE Energy: Interest Expenses Dragging On Results, But Valuation Has Improved

Summary OGE Energy Corp. primarily serves Oklahoma and western Arkansas, with a customer base of approximately 900,000, benefiting from population growth due to remote work trends. The stock price has appreciated by 5.49% since October 2023 but underperformed the S&P 500 Index, offering a forward dividend yield of 4.73%. The company's customer base and electricity consumption are growing, with revenue increasing by 7.11% year-over-year, but net income growth is impacted by rising interest expenses. The company has no debt maturities until 2027 so it will probably not have to roll over debt at today's high rates. This is a beneficial situation. The stock's valuation has improved significantly since October due to higher expected growth. However, it still looks pricey compared to its peers. Read the full article on Seeking Alpha
Seeking Alpha Mar 07

OGE Energy Corp. An Attractive Long-Term Investment (Rating Upgrade)

Summary OGE Energy Corp. is a $6.8 billion utility holding company offering a 4.9% dividend. The company is the parent of utility OG&E. In 2022, OGE Energy divested its interest in gas transport-focused Enable Midstream, a beneficial strategic move. OGE Energy benefits from coal plant efficiency and from plentiful, affordable local and regional energy sources: natural gas and wind. Read the full article on Seeking Alpha

CEO報酬分析

OGE Energy の収益と比較して、Robert Trauschke の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$458m

Dec 31 2025US$12mUS$1m

US$471m

Sep 30 2025n/an/a

US$503m

Jun 30 2025n/an/a

US$491m

Mar 31 2025n/an/a

US$486m

Dec 31 2024US$10mUS$1m

US$442m

Sep 30 2024n/an/a

US$388m

Jun 30 2024n/an/a

US$411m

Mar 31 2024n/an/a

US$397m

Dec 31 2023US$8mUS$1m

US$417m

Sep 30 2023n/an/a

US$419m

Jun 30 2023n/an/a

US$440m

Mar 31 2023n/an/a

US$425m

Dec 31 2022US$7mUS$1m

US$666m

Sep 30 2022n/an/a

US$935m

Jun 30 2022n/an/a

US$924m

Mar 31 2022n/an/a

US$964m

Dec 31 2021US$8mUS$1m

US$737m

Sep 30 2021n/an/a

US$473m

Jun 30 2021n/an/a

US$398m

Mar 31 2021n/an/a

US$371m

Dec 31 2020US$5mUS$1m

-US$174m

Sep 30 2020n/an/a

-US$193m

Jun 30 2020n/an/a

-US$120m

Mar 31 2020n/an/a

-US$105m

Dec 31 2019US$6mUS$1m

US$434m

報酬と市場: Robertの 総報酬 ($USD 12.03M ) は、 US市場 ($USD 8.37M ) の同規模の企業の平均を上回っています。

報酬と収益: Robertの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Robert Trauschke (59 yo)

11.8yrs
在職期間
US$12,032,007
報酬

Mr. Robert Sean Trauschke has been Chief Executive Officer of OGE Energy Corp since June 1, 2015. He has been a Director at Enable GP, LLC, general Partner of Enable Midstream Partners, LP since May 2013....


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Robert Trauschke
Chairman11.8yrsUS$12.03m0.35%
$ 33.6m
Charles Walworth
Chief Financial Officer1.8yrsUS$2.10m0.026%
$ 2.5m
William Sultemeier
General Counsel9.4yrsUS$1.94m0.036%
$ 3.5m
Donnie Jones
Senior Vice President of Utility Operations of OG&E1.4yrsUS$1.72m0.031%
$ 2.9m
David Parker
Chief Information Officer of OG&E1.4yrsUS$1.17m0.019%
$ 1.9m
Sarah Stafford
Chief Accounting Officer & Controller8.3yrsデータなし0.017%
$ 1.6m
Jason Bailey
Treasurer & Director of Investor Relations5.9yrsデータなしデータなし
John Laws
Chief Commercial Officerless than a yearデータなしデータなし
Cassandra Strange
Investor Relations Managerno dataデータなしデータなし
Christine Woodworth
Vice President of Marketing & Communications - OG&E Companyno dataデータなし0.0047%
$ 448.1k
3.9yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: OGEの経営陣は 経験豊富 であると考えられます ( 3.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Robert Trauschke
Chairman11.1yrsUS$12.03m0.35%
$ 33.6m
David Rainbolt
Independent Director7.4yrsUS$287.50k0.0073%
$ 696.2k
David Hauser
Lead Independent Director10.9yrsUS$302.50k0.0014%
$ 138.8k
Lyle Ganske
Independent Directorless than a yearUS$117.71k0.0050%
$ 483.6k
Sheila Talton
Independent Director12.8yrsUS$282.50kデータなし
Frank Bozich
Independent Director10.3yrsUS$282.50k0.0078%
$ 750.7k
Peter Clarke
Independent Director8.3yrsUS$307.50k0.00090%
$ 86.2k
Cathy Gates
Independent Director3.4yrsUS$294.17k0.000050%
$ 4.8k
9.3yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: OGEの 取締役会経験豊富 であると考えられます ( 9.3年の平均在任期間)。


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2026/06/04 13:28
終値2026/06/04 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

OGE Energy Corp. 10 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。21

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