U.S. Electric Utilities Stock News

On December 12, 2025, National Fuel Gas Company entered into a private common stock subscription agreement with accredited investors to issue 4,402,513 shares at US$79.50 each, raising roughly US$350.00 million, with closing subject to conditions and expected on December 17, 2025. The unregistered offering under Section 4(a)(2) and Rule 506 of Regulation D signals an emphasis on raising substantial equity capital from institutional-style investors, with implications for ownership mix and...

Ryan Specialty Holdings (RYAN) is back in focus after CEO Timothy Turner sold a sizable block of shares, just as a long time board member prepares to step down following Onex’s full exit. See our latest analysis for Ryan Specialty Holdings. Those leadership changes are landing against a softer patch for the stock, with a 1 month share price return of minus 7.75 percent and year to date share price return of minus 15.58 percent, even though the 3 year total shareholder return of 32.9 percent...

On December 10, 2025, Veeva Systems’ board appointed long-time finance executive Vipin Kondath as principal accounting officer, formalizing his leadership over the company’s accounting function without changing his existing compensation terms or standard indemnification protections. This promotion, building on Kondath’s years overseeing revenue accounting and serving as corporate controller, highlights Veeva’s emphasis on continuity and experienced oversight in its financial reporting as it...

DRDGOLD recently reported that strike action, led by the National Union of Mineworkers and the Association of Mineworkers and Construction Union, began on 18 December 2025 at its ERGO operations after wage and profit‑sharing talks failed. While the company has put contingency plans in place to limit disruption, management has cautioned that reduced throughput could still weigh on operational performance until a resolution is reached. We’ll now examine how the wage and profit‑sharing dispute,...

Planet Fitness, Inc. recently completed a refinancing, issuing US$400,000,000 in five-year Class A-2-I Senior Secured Notes at a 5.274% fixed rate and US$350,000,000 in seven-year Class A-2-II Senior Secured Notes at a 5.649% fixed rate, alongside an undrawn US$75,000,000 variable funding facility. The company used the proceeds to retire existing 2022-1 Class A-2-I notes, cover transaction-related costs, and support general corporate needs such as share repurchases, reshaping its capital...

Chagee Holdings (NasdaqGS:CHA) has caught investor attention after releasing its first Sustainability Report alongside an aggressive Asia Pacific expansion. This has raised fresh questions about how its ESG credentials align with recent share price weakness. See our latest analysis for Chagee Holdings. Those ESG and expansion headlines are landing against a tough backdrop, with the share price sitting at $12.45 and a year to date share price return of around negative 62 percent. This suggests...

In recent days, JPMorgan Chase & Co. has issued a wide range of new fixed-income securities across maturities out to 2055, while also announcing a quarterly dividend of US$1.5000 per share payable on January 31, 2026, and appointing Todd Combs to lead its new US$10 billion Security and Resiliency Initiative investment group. The combination of fresh long-dated funding, a steady dividend stance, and a high-profile hire to drive the Security and Resiliency Initiative highlights how JPMorgan is...

Earlier this month, WeShop Holdings Limited expanded its retail network by adding DICK'S Sporting Goods, GNC, Gilt, and JTV Jewelry to its platform, allowing U.S. and UK shoppers to earn Shareback™ rewards that may convert into WeShop ownership. A separate update saw DICK'S Sporting Goods post very large year-on-year revenue growth but issue full-year guidance that fell short of analyst expectations, highlighting a tension between recent sales momentum and a more cautious outlook. Next,...

Earlier in December 2025, Albemarle Corporation saw Board member Dean L. Seavers resign and expanded its specialty chemicals footprint by securing cesium concentrate offtake rights at the Case Lake project through a prepayment agreement with Power Metals of up to C$5 million. These moves, alongside Albemarle’s core focus on lithium and specialty chemicals, highlight how the company is adjusting both governance and supply access amid industry volatility. With analyst optimism building around...

Earlier this month, SharkNinja, Inc. released survey results highlighting widespread household tension over temperature preferences and launched the Shark TurboBlade Cool + Heat 2‑in‑1 Customizable Fan + Heater, a bladeless fan and heater priced at US$249.99 and available in Charcoal and Dove on SharkNinja.com. The product builds directly on the viral traction of the original TurboBlade Fan, using strong social media engagement and data on “thermostat conflicts” to position a higher‑priced,...

Norfolk Southern (NSC) has quietly outpaced many peers this year, with the stock up about 24% year to date, even after slipping slightly over the past week. See our latest analysis for Norfolk Southern. That 24.2% year to date share price return, alongside a 27.1% total shareholder return over the past year, suggests momentum is still broadly intact as investors reassess rail demand, efficiency gains, and operational risk following recent network and safety initiatives. If Norfolk Southern’s...

Progyny, Inc. disclosed that its President, Michael Sturmer, will leave the company effective December 31, 2025, receiving severance under his existing 2021 employment agreement. The company will not appoint a new President, instead relying on its recently expanded C-suite, covering commercial, technology, operations and product leadership, to absorb those responsibilities. We’ll now explore how the decision to forgo a direct successor to the President role may influence Progyny’s investment...

In December 2025, Saxena White P.A. filed a securities fraud class action in the Southern District of New York against Integer Holdings and several executives, alleging misleading statements about its electrophysiology device business and growth prospects between July 2024 and October 2025. The lawsuit directly challenges Integer’s prior claims about the strength and visibility of demand in its electrophysiology portfolio, raising questions about how central this segment really is to the...

In recent months, LyondellBasell Industries has reported weaker quarterly results, with double-digit year-over-year declines across all five operating segments and sizable impairment charges, prompting concerns about rising leverage and the resilience of its high dividend yield. At the same time, a series of cautious analyst updates has shifted sentiment, as major firms reassess LyondellBasell’s risk profile in light of pressure on earnings quality and balance sheet strength. Next, we’ll...

In recent weeks, analysts have highlighted CAVA Group’s strong growth potential, solid store-level economics, and successful expansion into new regions, reinforcing confidence in its fundamentals despite cost and competitive pressures. At the same time, some valuation analyses now suggest CAVA’s shares may be priced well above their estimated intrinsic value, putting a spotlight on the gap between enthusiasm for the brand and more cautious cash flow assumptions. With analysts praising...

Alumis (ALMS) just cleared an important milestone: it has been added to the S&P Pharmaceuticals Select Industry Index, a move that can quietly reshape who owns the stock and how it trades. See our latest analysis for Alumis. The index inclusion comes after a powerful run, with a roughly 172 percent 3 month share price return off a base near 11 dollars. This signals building momentum as investors reassess Alumis growth potential and risk profile. If Alumis sprint has you looking at what else...

Hut 8 (HUT) just reshaped its story with a 15 year, 7 billion dollar lease to Fluidstack for 245 megawatts of AI hosting capacity at its River Bend campus in Louisiana. See our latest analysis for Hut 8. The announcement lands on top of an already strong run, with the latest share price at $44.12 and a year to date share price return of about 102 percent, signalling that investors see growing upside in Hut 8’s pivot toward AI infrastructure. If this kind of AI driven rerating has your...

In recent days, Cummins has attracted renewed attention after several major research firms, including Barclays and Truist, upgraded their ratings, citing stronger confidence in its earnings outlook and positioning in heavy-duty engines and power solutions. These upgrades largely hinge on expectations that upcoming emissions regulations and growing demand for data center power infrastructure could reinforce Cummins’ role across both traditional and newer energy applications. We’ll now examine...

SEI Investments Company recently declared a US$0.52 per-share cash dividend, payable on January 12, 2026, to shareholders of record on December 29, 2025. At the same time, founder Alfred P. West, Jr. resigned as Executive Chairman and director after more than 50 years, with independent director Carl A. Guarino set to become Chairman and West moving into a lifelong Chairman Emeritus role, marking a major governance shift for the firm. We’ll now examine how Alfred P. West Jr.’s transition to...

Recent endorsements from Jim Cramer and Ariel Investments have put M&T Bank (MTB) back in the spotlight, prompting investors to revisit the stock’s valuation, regional strength, and evolving risk profile. See our latest analysis for M&T Bank. Those bullish comments are landing just as momentum is quietly improving, with a roughly 9 percent 1 month share price return and an almost 12 percent 1 year total shareholder return suggesting confidence is rebuilding around M&T’s earnings power and...

NXP Semiconductors (NXPI) is back in focus after fresh Wall Street optimism coincided with a strategic pivot, as the company winds down its radio power business and plans to close its Chandler facility. See our latest analysis for NXP Semiconductors. Set against a 1 month share price return of 18.25 percent and a solid 1 year total shareholder return of 9.65 percent, the latest restructuring and upbeat semiconductor backdrop suggest momentum is quietly rebuilding rather than fading. If the...

In recent trading, Edgewise Therapeutics drew fresh attention as investors reacted to its advancing clinical pipeline in muscular and cardiovascular disorders and recent leadership changes geared toward commercialization. A key angle for investors is how the company’s preparations for a potential first launch in Becker muscular dystrophy may reshape its future profile as it approaches major trial readouts in 2025 and 2026. With this backdrop, we’ll explore how the progress of Edgewise’s...

Energy Fuels (UUUU) has quietly turned into one of the stronger uranium names this year, with the stock up about 165% year to date and roughly 184% over the past year. See our latest analysis for Energy Fuels. A 17.9% 1 month share price return on top of a 184% one year total shareholder return suggests momentum is still building as investors reprice Energy Fuels for higher uranium exposure and its growing rare earths story. If this kind of move has you scanning for the next opportunity, it...

Coeur Mining has reported past results from its largest exploration program at the Palmarejo gold-silver complex since 2012, revealing extensions of multiple deposits and a new Camuchín discovery across a largely unexplored 300 km² land package in Mexico. The confirmation of high-grade mineralization and open-ended trends at Hidalgo, Independencia Sur, San Miguel, La Unión, and Camuchín suggests substantial scope for future resource additions and potential mine life extension outside the...