OGE Energy Corp.

NYSE:OGE 株式レポート

時価総額：US$10.0b

OGE Energy 過去の業績

過去 基準チェック /16

OGE Energyの収益は年間平均-8%の割合で減少していますが、 Electric Utilities業界の収益は年間 増加しています。収益は年間6% 1.4%割合で 減少しています。 OGE Energyの自己資本利益率は9.3%であり、純利益率は14%です。

主要情報

-8.04%

収益成長率

-8.23%

EPS成長率

Electric Utilities 業界の成長6.28%
収益成長率-1.41%
株主資本利益率9.28%
ネット・マージン14.03%
前回の決算情報31 Mar 2026

最近の業績更新

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

収支内訳

OGE Energy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:OGE 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 263,265458110
31 Dec 253,260471110
30 Sep 253,295503150
30 Jun 253,215491110
31 Mar 253,13648670
31 Dec 242,98544220
30 Sep 242,792388-60
30 Jun 242,772411-60
31 Mar 242,714397-60
31 Dec 232,674417-60
30 Sep 232,820419-30
30 Jun 233,145440-20
31 Mar 233,34442520
31 Dec 223,376666130
30 Sep 223,245935140
30 Jun 222,839924160
31 Mar 222,612964140
31 Dec 213,65473760
30 Sep 213,55847350
30 Jun 213,39639850
31 Mar 213,32237150
31 Dec 202,122-17440
30 Sep 202,109-19350
30 Jun 202,163-12040
31 Mar 202,173-10530
31 Dec 192,232434100
30 Sep 192,27145330
30 Jun 192,21440720
31 Mar 192,26841870
31 Dec 182,270426110
30 Sep 182,260666170
30 Jun 182,278644270
31 Mar 182,298638250
31 Dec 172,261619220
30 Sep 172,290382160
30 Jun 172,31738240
31 Mar 172,28234920
31 Dec 162,259338280
30 Sep 162,17631000
30 Jun 162,15123700
31 Mar 162,15025300
31 Dec 152,19727100
30 Sep 152,27630000
30 Jun 152,31137600

質の高い収益: OGEは 高品質の収益 を持っています。

利益率の向上: OGEの現在の純利益率 (14%)は、昨年(15.5%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: OGEの収益は過去 5 年間で年間8%減少しました。

成長の加速: OGEは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: OGEは過去 1 年間で収益成長率がマイナス ( -5.6% ) となったため、 Electric Utilities業界平均 ( 9.5% ) と比較することが困難です。

株主資本利益率

高いROE: OGEの 自己資本利益率 ( 9.3% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/24 13:42
終値2026/05/22 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や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。22

アナリスト機関
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays