U.S. Electric Utilities Stock News

Earlier this month, CBRE announced a series of leadership changes effective January 1, 2026, promoting Andy Glanzman to CEO of Real Estate Investments, elevating Adam Nims to CEO of Trammell Crow Company, and appointing Adam Saphier as Global COO of Advisory Services, while Danny Queenan moves into an Executive Group President role. These promotions consolidate oversight of CBRE’s development and investment management arms under Glanzman and tighten global operational control in Advisory...

In December 2025, Darling Ingredients announced a definitive agreement with Tessenderlo Group to combine their Rousselot and PB Leiner collagen and gelatin businesses into a new joint company with about US$1.50 billion in annual revenue and 200,000 metric tons of capacity across 22 global facilities, while also expanding 2025 sales of renewable fuel production tax credits from its Diamond Green Diesel joint venture to US$235 million. This combination of a large-scale, no-cash-required...

Ocugen, Inc. recently presented at the Oppenheimer Movers in Rare Disease Summit in New York City on 11 December 2025, with Co-Founder, CEO and Chairman Shankar Musunuri highlighting the company’s rare disease focus. This appearance gives Ocugen a platform to spotlight its gene and cell therapy pipeline to an audience focused on rare diseases, potentially shaping expectations around its development path and partnering opportunities. We’ll now examine how this rare disease summit appearance...

Northern Oil and Gas, Inc. recently completed a joint acquisition of a 49% stake in Ohio Utica Shale assets for US$588 million in cash as part of a broader US$1.20 billion package that also includes upstream assets and midstream infrastructure. At the same time, the company has expanded its natural gas and oil hedging program through 2026 and beyond, including substantial coverage of Ohio-Utica production, aiming to steady cash flows and underpin its capital program amid commodity price...

Austin-based Beck Capital Management disclosed that it cut its stake in Golar LNG during the third quarter, selling 117,966 shares, even as the company highlighted long-term FLNG contracts and maintained both dividends and a new US$150 million share buyback plan. The move reflects portfolio risk management within a tech-heavy fund, while Golar LNG’s roughly US$17 billion adjusted EBITDA backlog suggests management confidence in long-term cash flow visibility. Next, we’ll explore how Beck...

In December 2025, BlackLine, Inc. expanded its global cloud footprint by launching a locally hosted region in Saudi Arabia on Google Cloud Platform, enabling organizations to use its AI-enabled financial operations platform while meeting the Kingdom’s NCA Essential Cybersecurity Controls and Cloud Cyber Security Controls requirements. This move gives BlackLine a locally compliant, low-latency presence in a fast-modernizing market, potentially deepening its role in Saudi Arabia’s finance...

Recently, Jim Cramer praised M&T Bank as a very well-run and attractively priced institution, while Ariel Investments emphasized its regional strengths, measured acquisitions, and proactive efforts to reduce commercial real estate risk. Both commentators pointed to M&T’s ability to pair disciplined risk reduction with potential benefits from private credit partnerships, highlighting how its regional focus could underpin resilience despite near-term credit pressures. We’ll now explore how...

Helmerich & Payne announced that long-time CEO John Lindsay will retire as CEO and director after the March 4, 2026 annual meeting, with current President Raymond John “Trey” Adams set to assume the CEO role and Lindsay staying on as senior advisor through December 2026 to aid the transition. Alongside this planned leadership handover, the company reaffirmed its shareholder focus with a US$0.25 quarterly dividend declaration and outlined disciplined capital spending and debt repayment goals...

Earlier this month, Triumph Financial announced that BlueGrace Logistics joined the Triumph Network, integrating Triumph's TFX payment platform, QuickPay, and related solutions to automate back-office processes, improve carrier visibility, and offer more flexible, transparent payment options. This move highlights how Triumph's payment technology is becoming further embedded in the freight ecosystem, potentially deepening its role in carrier and broker relationships across the logistics...

In December 2025, Victory Capital Holdings, Inc. reported that it had added three new UCITS funds via its partnership with Amundi, bringing its UCITS lineup to 22 and expanding its international asset management footprint through RS Investments’ Global Equity and US Value teams. This expansion deepens Victory Capital’s access to European and cross-border investors while showcasing how its franchise model and Amundi alliance are being used to scale specialized equity strategies...

In December 2025, Savara Inc. was added to the S&P Biotechnology Select Industry Index after the European Patent Office signaled its intention to grant patent protection for the liquid formulation of MOLBREEVI, an inhaled GM-CSF therapy for autoimmune PAP. This combination of index inclusion and advancing intellectual property around a Fast Track- and Breakthrough Therapy-designated rare-disease candidate highlights growing recognition of Savara’s specialist respiratory focus. We’ll...

Middleby (MIDD) is back in focus after fresh reports underscored a tougher backdrop, from flat organic revenue growth to slipping operating efficiency and thinner returns on capital, all feeding into a more cautious Street narrative. See our latest analysis for Middleby. Despite the operational worries, investors have recently warmed back up to Middleby, with a roughly 28 percent 1 month share price return helping lift year to date gains and backing up a solid multi year total shareholder...

Preferred Bank recently announced that its Board of Directors approved an increase in the annual cash dividend to US$3.20 per share from US$3.00, a 6.7% uplift, payable on January 20, 2026 to shareholders of record as of January 6, 2026. This higher dividend underscores management’s confidence in Preferred Bank’s financial position and its ongoing emphasis on returning cash directly to shareholders. We’ll now examine how the increased annual dividend influences Preferred Bank’s investment...

CRH plc has been added to the S&P 500 Equal Weighted Index following its removal from the Russell Small Cap Comp Value Index, while continuing a US$300 million share buyback program that has reduced its outstanding share count through repeated repurchases and cancellations. This shift into a major large-cap benchmark, combined with ongoing buybacks, reshapes CRH’s investor base by increasing exposure to passive S&P 500 funds and concentrating ownership among longer-term institutional...

Wondering if DICK'S Sporting Goods is still a buy after its huge multi year run, or if most of the upside is already priced in? You are not alone, and this is exactly what we are going to unpack. The stock has pulled back slightly over the last week, down 0.3%, but is still up 104.6% over three years and 328.7% over five years, which naturally raises the question of how much of that growth is justified by fundamentals. Recent headlines have focused on the company expanding its experiential...

PPL (PPL) is back in focus after severe storms knocked out power to tens of thousands of customers, just as the utility seeks a sizable rate increase to fund grid upgrades and bolster long term reliability. See our latest analysis for PPL. Against that backdrop, investors have seen a steady, if unspectacular, climb, with PPL’s share price at $34.68 and a solid year to date share price return alongside a multi year total shareholder return that signals momentum is still broadly constructive...

On December 9, 2025, IQVIA Holdings Inc. amended its Fifth Amended and Restated Credit Agreement to refinance multiple term and revolving loan facilities, reduce interest on certain US dollar borrowings by removing the term SOFR credit spread adjustment, and release its Swiss and Japanese entities as borrowers. This refinancing and rate reduction signals a focus on optimizing IQVIA’s capital structure and interest costs, potentially supporting future financial flexibility and funding...

Innovative Industrial Properties, Inc. has declared past fourth-quarter 2025 dividends of US$1.90 per common share and US$0.5625 per 9.00% Series A Cumulative Redeemable Preferred share, payable on January 15, 2026 to shareholders of record on December 31, 2025. These payouts, which bring total common dividends since 2016 to US$1.10 billions, highlight the REIT’s ongoing emphasis on returning cash to investors even as its cannabis-focused portfolio faces industry headwinds. We’ll now examine...

Gevo (GEVO) just kicked off a carefully managed leadership handoff, with Dr. Paul Bloom stepping in as President and director while long serving CEO Dr. Patrick Gruber moves into the Executive Chair role. See our latest analysis for Gevo. The leadership reshuffle lands as Gevo’s 1 month share price return of 12.37 percent and 3 month gain of 5.83 percent hint at improving sentiment, even though year to date share price performance is still negative, while the 1 year total shareholder return...

Service Corporation International (SCI) is back in focus after fresh data underscored two years of disappointing funeral service volumes, weak free cash flow, and falling returns on capital, all of which pressure its ability to fund growth or support shareholder payouts. See our latest analysis for Service Corporation International. Despite these operational headwinds, SCI's share price has held at about $78.73, with a modest year to date share price return. Its five year total shareholder...

In December 2025, PAR Technology Corporation launched Smart Passes, a wallet-native loyalty solution within its PAR Punchh platform that lets restaurant brands deliver real-time, app-free rewards and offers through Apple and Google Wallet on guests’ mobile phones. This move positions PAR to deepen its role in restaurant guest engagement by integrating loyalty directly into everyday mobile behavior, potentially enhancing the appeal and revenue opportunity of its broader cloud platform for...

In recent weeks, VICI Properties has faced analyst downgrades tied to concerns over tenant stability and a regional gaming lease with Caesars Entertainment, even as it moves to diversify by adding Clairvest as a tenant and acquiring the operations of MGM Northfield Park in Ohio, a deal expected to close in the first half of 2026. This combination of tenant risk questions and expansion into non-core gaming assets highlights how VICI’s evolving portfolio could reshape its risk profile and...

Structure Therapeutics (GPCR) has quietly turned heads after its stock climbed roughly 84% over the past month and more than doubled in the past 3 months, despite ongoing losses and zero reported revenue. See our latest analysis for Structure Therapeutics. That surge has come after a year of choppy trading, with the latest 1 day and 7 day share price returns in the red, even as the 30 day and year to date share price returns point to strong, building momentum from a base of clinical stage...

Earlier this week, Pharvaris reported positive top-line results from its pivotal RAPIDe-3 trial of deucrictibant for on-demand treatment of hereditary angioedema attacks, meeting the primary endpoint with significantly faster symptom relief versus placebo. The company also confirmed plans to begin filing marketing authorization applications for deucrictibant in the first half of 2026, signaling a transition from late-stage development toward potential commercialization in this rare disease...