U.S. Electric Utilities Stock News

In July 2025, Taylor Morrison Home announced it had completed a significant tranche of its share buyback program, repurchasing 5,195,503 shares for US$326.06 million, and released its second-quarter results, reporting US$2.03 billion in revenue and US$193.58 million in net income. The company’s consistent share repurchases combined with stable operating earnings underscore its focus on capital returns and operational stability despite changing market conditions. We'll examine how the...

Earlier this month, Vital Farms announced it has surpassed 500 family farms in its network, expanding from 300 at the end of 2023 and boosting efforts to meet rising demand with new and upgraded production facilities in Missouri and Indiana to increase capacity and offset rising costs. This rapid growth in the company’s farm network highlights how expansion incentives and supply chain investments are enabling Vital Farms to strengthen its position as a leading U.S. pasture-raised egg...

MGIC Investment Corporation's Board of Directors recently declared a quarterly cash dividend of US$0.15 per share, representing a 15% increase over the previous dividend of US$0.13 and payable on August 21, 2025, to shareholders of record as of August 7, 2025. This dividend increase underscores the company’s commitment to capital returns and signals confidence in its ongoing financial stability and shareholder value strategy. We will examine how MGIC’s dividend increase strengthens its...

Four Corners Property Trust recently reported its second quarter 2025 results, with revenue reaching US$72.84 million and net income at US$27.92 million, alongside several new acquisitions including healthcare, restaurant, and coffee properties under long-term, triple net leases. This activity highlights FCPT’s approach to broadening its property portfolio beyond restaurants, signaling ongoing efforts in diversification and stable income growth. We'll explore how the combination of portfolio...

Delek Logistics Partners, LP recently declared a quarterly cash distribution of US$1.115 per common limited partner unit for the second quarter of 2025, payable on August 14 to unitholders of record as of August 8. This upward adjustment in distribution highlights the company's continued focus on rewarding unitholders and maintaining a strong track record of cash payouts. We will look at the implications of the distribution increase on Delek Logistics Partners' investment outlook and...

Portland General Electric recently reported second-quarter earnings results, highlighting revenue of US$807 million and net income of US$62 million, alongside a new shelf registration and follow-on equity offering to support capital needs. A significant rise in demand from data center and industrial customers drove quarter-over-quarter industrial load growth, while management reaffirmed its dividend and operational guidance despite higher operating expenses and ongoing infrastructure...

Integer Holdings Corporation recently announced its second quarter 2025 results, reporting sales of US$476.49 million and net income of US$37.01 million, both increased from the prior year, alongside diluted earnings per share of US$1.04 versus US$0.88 a year ago. Despite stronger quarterly performance, the company's net income and earnings per share for the first half of 2025 were significantly lower than the previous year, highlighting ongoing challenges with sustained profitability. We'll...

Earlier this month, AZZ Inc. secured a three-year US$150 million accounts receivable securitization facility with Wells Fargo, using proceeds to refinance existing debt at lower interest rates and entering into several associated agreements to facilitate the transaction. This move is anticipated to reduce AZZ’s interest expenses and improve financial flexibility, further strengthening its balance sheet position alongside recent operational gains. Next, we'll examine how AZZ's lower debt...

Benchmark Electronics recently announced the successful commissioning and validation of the Aurora exascale supercomputer at Argonne National Laboratory, a project involving close collaboration with Intel and focused on advanced liquid-cooled, high-performance computing subsystems manufactured and tested in the US. This achievement highlights Benchmark's ability to deliver complex, mission-critical technology solutions to major scientific and government clients, showcasing its specialized...

Earlier this week, California Water Service Group announced a 20-year power purchase agreement with EDP Renewables North America to install a 1.75 MWac onsite solar photovoltaic array at its Northeast Bakersfield Treatment Plant, expected to generate around 3,800 megawatt-hours of renewable energy annually. This collaboration aims to significantly reduce grid energy costs by about US$1.7 million over the agreement term while supporting the company’s long-term environmental goals. We'll...

Armstrong World Industries ( NYSE:AWI ) Second Quarter 2025 Results Key Financial Results Revenue: US$424.6m (up 16...

In recent days, BellRing Brands has faced heightened scrutiny after several securities law firms began investigating its disclosures regarding retailer inventory reductions and the sustainability of its sales growth. This development suggests that BellRing’s previously reported sales momentum may have relied more on short-term inventory loading by key retailers rather than lasting end-consumer demand. We’ll examine how the growing investor concern around short-term inventory practices could...

Haemonetics Corporation was recently upgraded by analysts from Hold to Buy, following the release of Q4 2025 earnings that showed a 9% revenue decline largely due to a planned CSL transition and portfolio streamlining. This change in analyst sentiment comes as the company is expected to deliver an 11.12% increase in earnings per share over the next five years, highlighting confidence in its long-term growth strategies despite short-term revenue headwinds. We'll now examine how increased...

Organon recently outperformed the broader market, gaining 1.39% in a single trading session, with its earnings report scheduled for release on August 5, 2025 and analysts projecting a year-over-year decline in earnings per share and revenue. Despite expectations for lower results, analysts remain optimistic as reflected in Organon’s Zacks Rank of #2, signaling continued positive sentiment among market observers. With analyst optimism increasing ahead of earnings, we’ll examine what this...

Key Insights Vor Biopharma's significant insider ownership suggests inherent interests in company's expansion 63% of...

First American Financial reported strong second quarter and first half 2025 earnings, with revenue rising to US$1.84 billion for the quarter and a new ESOP-related shelf registration offering of nearly 2 million shares in the amount of US$113.8 million filed in late July. The company also completed a major buyback program and announced a fresh US$300 million repurchase plan, reflecting both a focus on shareholder returns and confidence in ongoing performance. We'll examine how the company's...

Goosehead Insurance recently announced a franchise partnership with Baird & Warner Real Estate, launching Adaptive Insurance Agency to offer seamless insurance purchase options within the homebuying process. This collaboration uniquely integrates insurance solutions into real estate transactions, aiming to simplify and enhance the experience for homebuyers through a unified platform. We'll explore how integrating insurance into real estate transactions with Adaptive Insurance Agency may...

Cohen & Steers, Inc. reported its second quarter 2025 earnings, posting revenue of US$136.13 million and net income of US$36.85 million, both increasing from the same period last year. This performance highlights momentum in the company's operational results, with growth in both revenue and net income over the first half of 2025 compared to the prior year. We'll examine how Cohen & Steers' robust revenue and earnings growth shapes its investment narrative and long-term outlook. Uncover the...

Solaris Energy Infrastructure, Inc. recently reported second quarter 2025 results showing a very large year-over-year increase in sales and revenue, with net income up to US$11.96 million and continued basic earnings per share improvement. The company also affirmed its third quarter dividend, maintaining a 28-quarter streak, reflecting a consistent commitment to shareholder returns even as its financial performance improves. We'll examine how Solaris' significant revenue growth and sustained...

Key Insights Marriott International's estimated fair value is US$262 based on 2 Stage Free Cash Flow to Equity Marriott...

Black Hills Corp. recently received approval from the Kansas Corporation Commission for a unanimous settlement on new utility rates, allowing recovery of about US$118 million in system investments and recognition of inflation-related costs since its last general rate filing in 2021. This development strengthens Black Hills' ability to recover infrastructure investments and maintain stable, predictable cash flows through enhanced base rate revenues and regulatory mechanisms. We'll explore how...

On July 16, 2025, Starwood Property Trust announced earnings guidance for the second quarter, expecting GAAP earnings per diluted share between US$0.36 and US$0.38, and declared a quarterly dividend of US$0.48 per share payable in October. This dual update provided investors with clearer expectations on the company's short-term profitability and ongoing commitment to shareholder returns, offering greater transparency during a time of portfolio repositioning. We’ll examine how the reaffirmed...

The Hanover Insurance Group recently launched Workers' Comp Advantage, a new feature in its business submission platform that allows agents to quickly quote and bind small business workers’ compensation coverage, enhancing speed and efficiency through automated processing and digital delivery. This development highlights the company's ongoing focus on digital innovation for small commercial insurance, providing agents and clients with a simpler, faster, and more integrated experience. Next,...

Earlier this week, Conestoga Capital Advisors underscored Bright Horizons Family Solutions' operational momentum, citing increased occupancy rates and strong Q1 2025 revenue and earnings growth driven by the return-to-office trend. This institutional endorsement spotlights the company's ability to capture value as workplace norms shift, even as some investors look elsewhere for rapid gains in technology stocks. We’ll now explore how recognition of Bright Horizons’ rising occupancy rates due...