OGE Energy Corp.

NYSE:OGE 주식 리포트

시가총액: US$10.0b

OGE Energy 과거 순이익 실적

과거 기준 점검 1/6

OGE Energy의 수입은 연평균 -8%의 비율로 감소해 온 반면, Electric Utilities 산업은 수입이 연평균 6% 증가했습니다. 매출은 연평균 1.4%의 비율로 감소해 왔습니다. OGE Energy의 자기자본이익률은 9.3%이고 순이익률은 14%입니다.

핵심 정보

-8.04%

순이익 성장률

-8.23%

주당순이익(EPS) 성장률

Electric Utilities 산업 성장률6.28%
매출 성장률-1.41%
자기자본이익률9.28%
순이익률14.03%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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

매출 및 비용 세부 내역

OGE Energy가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:OGE 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: OGE는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: OGE의 현재 순 이익률 (14%)은 지난해 (15.5%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: OGE의 수익은 지난 5년 동안 연평균 8% 감소했습니다.

성장 가속화: OGE은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: OGE은 지난 1년 동안 수익이 감소(-5.6%)하여 Electric Utilities 업계 평균(9.5%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: OGE의 자본 수익률(9.3%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 09:01
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

OGE Energy Corp.는 22명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays