U.S. Electric Utilities Stock News

Market backdrop and recent performance Macerich (MAC) has been drifting quietly under the radar, even as the stock has climbed about 6% over the past month and roughly 4% in the past 3 months. See our latest analysis for Macerich. Despite a softer 1 day share price return of minus 1.56 percent leaving the stock at about 18.30 dollars, Macerich’s recent 30 day share price return of 6.33 percent sits against a weaker year to date share price return, while its three and five year total...

Morgan Stanley recently upgraded OUTFRONT Media to overweight, citing improving ad demand, healthier transit advertising trends, and tighter cost control supporting a stronger earnings outlook. The bank also highlighted that as more sports and political budgets move into connected TV, OUTFRONT could benefit from improving advertising momentum across its outdoor network. We’ll now examine how Morgan Stanley’s focus on improving ad demand and earnings potential may influence OUTFRONT Media’s...

Corebridge Financial (CRBG) is getting fresh attention after S&P announced the stock will join the S&P MidCap 400, replacing Allete ahead of its buyout. For investors, index inclusion mainly affects demand mechanics. See our latest analysis for Corebridge Financial. The index news caps a steady run, with a roughly 10 percent 1 month share price return and a near 10 percent 1 year total shareholder return, which hints that momentum is gradually building rather than fading. If this kind of re...

Aqua Pennsylvania, a subsidiary of Essential Utilities, recently completed a PFAS treatment system at its Edgely Water Treatment Facility in Bristol Township, Bucks County, marking its tenth operational PFAS facility since 2018 and funded by a US$5.70 million principal-forgiveness loan from PENNVEST at no direct cost to customers. This expanded PFAS treatment footprint under the new national drinking water standard highlights Essential Utilities’ growing role in addressing stricter water...

California Resources (CRC) has slipped again, with the stock now down about 9% over the past month and over 23% in the past 3 months, despite steady revenue growth. See our latest analysis for California Resources. The latest pullback leaves California Resources trading at about $44.64, with short term share price momentum clearly fading. However, the 5 year total shareholder return of 154.14% still points to a solid long term story. If this volatility has you rethinking your energy exposure,...

Twilio (TWLO) is back in the spotlight after a profitable quarter and a new LA Kings helmet partnership put the stock on investors radar again, raising fresh questions about how much upside is already priced in. See our latest analysis for Twilio. The strong quarter and LA Kings deal have helped extend an already powerful run, with a 90 day share price return of 32.81 percent and a three year total shareholder return of 192.8 percent signaling that momentum is clearly rebuilding around the...

Earlier in December 2025, Jefferies upgraded Fastenal, highlighting expectations for continued double-digit revenue growth supported by market share gains, pricing, and initiatives such as vending installations and the FASTCrib platform. At the same time, Fastenal deepened its community presence through new partnerships with the National FFA Organization and the American Red Cross, underscoring a focus on long-term customer and workforce relationships alongside its industrial distribution...

Evolv Technologies Holdings recently announced that its Evolv Express Gen2 dual-lane weapons detection systems have been deployed at Pechanga Arena San Diego, where the company has been named the Official Patron Screening Provider. This new arena partnership adds another high-traffic Southern California venue to Evolv’s installed base, highlighting growing adoption of its AI-enabled security screening platform across major sports and entertainment locations. We’ll examine how becoming...

Why Sarepta Therapeutics Stock Is Back on Investors Radar Sarepta Therapeutics (SRPT) has quietly bounced over the past month, even after a tough year where the stock is still down sharply. That disconnect is exactly what makes it interesting now. See our latest analysis for Sarepta Therapeutics. The recent 30 day share price return of 18.61 percent, capped by a 3.53 percent gain in the last session to 22.31 dollars, looks more like early momentum than a full reversal when you set it against...

Ardent Health (ARDT) is back in the spotlight after its third quarter earnings miss and an accounting estimate change on revenue recognition, developments that have now drawn a securities law investigation from Robbins Geller Rudman and Dowd. See our latest analysis for Ardent Health. At around $8.93, Ardent Health’s recent 7 day share price return of 3.96 percent only partly offsets a steep 90 day share price return of minus 30.34 percent and a roughly minus 46.78 percent 1 year total...

In December 2025, First American Data & Analytics announced that its RegsData loan-level regulatory compliance tool was fully integrated into the MeridianLink Mortgage loan origination system, giving lenders one-click access to automated checks for TRID, QM, TILA, HOEPA and other rules directly within their LOS workflows. This tighter integration into an established mortgage origination platform highlights how First American is embedding its compliance technology deeper into lenders’...

FirstCash Holdings (FCFS) has quietly put up strong numbers, with the stock gaining about 58% this year and nearly doubling over the past 3 years, outpacing many financial peers. See our latest analysis for FirstCash Holdings. With the share price now at $162.55, FirstCash’s strong year to date share price return of 58.45% and robust 3 year total shareholder return of 94.83% suggest that momentum is still very much on its side as investors reassess its growth profile and risk. If FirstCash’s...

Hilton Grand Vacations recently completed a US$400 million securitization of timeshare loans via Hilton Grand Vacations Trust 2025-3EXT, issuing four tranches of notes with a weighted average coupon of 5.07% and an advance rate of 96% to institutional investors in a private placement. The deal both recycles capital back onto the balance sheet and signals institutional confidence in the quality of HGV’s timeshare receivables, as the company plans to use proceeds to pay down debt and support...

In December 2025, WEC Energy Group’s board announced it plans to lift its quarterly dividend to US$0.9525 per share starting in the first quarter of 2026, implying an annual rate of US$3.81, alongside new 2026 earnings guidance of US$5.51–US$5.61 per share and projected five-year compound EPS growth of 7%–8%. This combination of a higher planned payout and multi‑year earnings growth outlook signals management’s confidence in the company’s cash generation and long-term investment...

Cincinnati Financial (CINF) surprised the market with stronger than expected Q3 2025 adjusted earnings, as higher equity portfolio gains and fewer catastrophe losses lifted net income. However, the share price still slipped after the release. See our latest analysis for Cincinnati Financial. That muted reaction sits against a much stronger backdrop, with Cincinnati Financial’s share price return of 16.1% year to date and a five year total shareholder return of 121.78% suggesting momentum is...

MACOM Technology Solutions Holdings (MTSI) has quietly delivered a strong run this year, with the stock up roughly 36% year to date and about 33% over the past 3 months. See our latest analysis for MACOM Technology Solutions Holdings. That climb to a share price of $175.69 has come with a 30 day share price return of just over 8% and a powerful 3 year total shareholder return above 170%, which points to momentum still building as investors lean into MACOM’s growth story and reassess its risk...

In November 2025, LegalZoom.com reported record third-quarter revenue of US$190.2 million, up 13% year over year, and raised its full-year 2025 revenue outlook, while Chief Legal Officer Nicole Miller sold 23,506 shares on November 18 as part of routine insider activity. The combination of stronger-than-expected operating performance and higher guidance highlights LegalZoom’s growing scale in online legal services despite its relatively expensive earnings multiple. We’ll now examine how...

Piper Sandler Companies (PIPR) has been quietly rewarding patient shareholders this year, and its recent pullback could have watchful investors asking whether the latest dip offers a more attractive entry point. See our latest analysis for Piper Sandler Companies. The latest 1 day share price pullback sits against a solid year to date share price return and a striking multi year total shareholder return. This suggests momentum is cooling in the short term, while the long run compounding story...

VICI Properties (VICI) has been drifting lower over the past month, even as its long term track record remains positive, and that divergence is exactly what has value focused investors taking a closer look. See our latest analysis for VICI Properties. Zooming out, that 1 month share price return of negative 6.8% and 3 month share price return of negative 13.2% has cooled the story a bit, yet a 5 year total shareholder return of around 42% shows the longer term compounding trend is still...

Urban Outfitters (URBN) has quietly rewarded patient investors this year, with the stock up roughly 44% year to date and about 48% over the past year, outpacing many retail peers. See our latest analysis for Urban Outfitters. That surge has not come out of nowhere, with a 32.98% 1 month share price return adding to already strong multi year total shareholder returns, as investors increasingly price in steady revenue and earnings growth. If strong momentum at Urban Outfitters has caught your...

Orchid Island Capital, Inc. previously declared a monthly cash dividend of US$0.12 per share for December 2025, payable on January 29, 2026 to shareholders of record and ex-dividend as of December 31, 2025. Strong third-quarter 2025 results well ahead of expectations, combined with new analyst coverage and a maintained monthly dividend, have drawn fresh attention to the balance between Orchid Island Capital’s income appeal and the strain that high payouts can place on book value growth. With...

Braze, Inc. recently reported third-quarter 2025 results, with revenue rising to US$190.84 million while net loss widened to US$36 million, and issued fourth-quarter and full-year 2025 revenue guidance of about US$197.5–198.5 million and US$730.5–731.5 million, respectively. Management highlighted strong customer additions and rising use of its AI-powered, multi-channel engagement platform, especially around high-intensity marketing periods like Cyber Week, as key drivers of the recent...

UniFirst (UNF) has flown a bit under the radar lately, but its steady revenue and earnings growth make the recent pullback interesting for investors who like durable, service driven business models. See our latest analysis for UniFirst. The stock has cooled off after its recent run. A 1 month share price return of 8.06 percent has rolled over into a modest year to date share price gain of 2.28 percent, while the 1 year total shareholder return of negative 5.78 percent shows longer term...

Earlier this week, BMO Capital Markets upgraded Ashland to an Outperform rating, citing operational improvements following restructuring and a more streamlined specialty chemicals portfolio. BMO also highlighted the potential involvement of an activist investor as a possible catalyst for sharpening management execution and influencing how value is returned to shareholders. Next, we will explore how BMO's upgrade and possible activist influence could reshape Ashland's investment narrative and...