Pinnacle West Capital Corporation

NYSE:PNW Voorraadrapport

Marktkapitalisatie: US$12.5b

Pinnacle West Capital Beheer

Beheer criteriumcontroles 3/4

De CEO Pinnacle West Capital is Ted Geisler, benoemd in Apr2025, heeft een ambtstermijn van 1.17 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.41M, bestaande uit 11.2% salaris en 88.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.041% van de aandelen van het bedrijf, ter waarde $ 5.17M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.4 jaar en 3.8 jaar.

Belangrijke informatie

Ted Geisler

Algemeen directeur

US$8.4m

Totale compensatie

Percentage CEO-salaris11.15%
Dienstverband CEO1.2yrs
Eigendom CEO0.04%
Management gemiddelde ambtstermijn2.4yrs
Gemiddelde ambtstermijn bestuur3.8yrs

Recente managementupdates

Recent updates

Narratiefupdate Jun 01

PNW: 2026 Regulatory Milestones And Capital Plans Will Drive Fairly Balanced Outlook

The analyst price target for Pinnacle West Capital is now set at $105.21, a trim of about $0.64, as analysts factor in mixed recent target changes across the Street and emphasize upcoming 2026 regulatory and planning milestones as key to clarifying the long term outlook. Analyst Commentary Recent Street research around Pinnacle West Capital highlights a split view, with some analysts trimming targets and others nudging them higher, while ratings generally remain centered around neutral stances such as Hold or Equal Weight.
Seeking Alpha May 05

Pinnacle West: An AI Load Growth Beneficiary, But Fairly Priced (Rating Upgrade)

Summary Pinnacle West (PNW) is upgraded from sell to hold as shares approach fair value after a strong technical breakout and solid Q1 results. PNW delivered Q1 GAAP EPS of $0.27 and revenue of $1.15B, beating expectations, with robust 9.4% retail sales growth driven by 14.6% C&I demand. Management reaffirmed FY 2026 EPS guidance of $4.55–$4.75 and targets 5–7% long-term EPS growth, supported by $10.4B capex through 2028. Key risks include higher interest rates, regulatory outcomes on the 2025 APS Rate Case, and operational challenges from surging AI-driven demand. Read the full article on Seeking Alpha
Narratiefupdate Apr 27

PNW: Regulatory Outcomes And 2026 Earnings Guidance Will Shape Fairly Balanced Outlook

The analyst price target for Pinnacle West Capital has been adjusted slightly higher to around $106, as analysts factor in updated fair value estimates, modest tweaks to revenue growth and margin assumptions, and refreshed P/E expectations following a series of mixed but generally upward target revisions across the Street. Analyst Commentary Recent research on Pinnacle West Capital reflects a mix of cautious optimism and valuation discipline, with several firms updating price targets after Q4 results and model refreshes.
Narratiefupdate Apr 12

PNW: Regulatory Progress And 2026 Earnings Guidance Will Shape Core Holding Potential

Analyst price targets for Pinnacle West Capital have moved higher, with the fair value estimate rising by about $2.63 to $104.85 as analysts factor in updated models following recent Q4 results, modestly adjusted growth and profitability assumptions, and a slightly higher future P/E of 19.89x. Analyst Commentary Recent research updates around Pinnacle West Capital point to a cluster of higher price targets following Q4 results, with several firms recalibrating their models and ratings.
Narratiefupdate Mar 29

PNW: Regulatory Execution And 2026 Earnings Outlook Will Shape Core Holding Appeal

The analyst price target for Pinnacle West Capital has edged higher by about $0.21 to $102.21, reflecting a series of recent target increases as analysts factor in updated models, Q4 results, and ongoing regulatory execution as key drivers. Analyst Commentary Recent Street research on Pinnacle West Capital points to a mixed but generally constructive tone, with several firms adjusting their models and fine tuning views on regulatory execution, earnings quality, and relative valuation within the utilities group.
Narratiefupdate Mar 15

PNW: Regulatory Progress And Earnings Quality Will Shape Core Holding Case

The analyst fair value estimate for Pinnacle West Capital has moved from $100.85 to $102.00, reflecting a series of higher Street price targets clustered in the $96 to $109 range, as analysts factor in recent earnings, updated models, and the importance of regulatory execution over the coming year. Analyst Commentary Street research on Pinnacle West Capital has shifted toward higher fair value ranges, but with clear conditions attached, especially around regulation and earnings quality.
Narratiefupdate Mar 01

PNW: Regulatory Execution And Sector Trends Will Shape Core Holding Potential

The updated analyst price target for Pinnacle West Capital moves to $100.85 from $95.92, reflecting higher Street targets in a $96 to $109 range as analysts factor in Q4 results and the view that better regulatory execution could support the company becoming a core utility holding. Analyst Commentary Street research on Pinnacle West Capital has been active around the latest Q4 print, with several firms updating models and resetting price targets in a fairly tight band.
Narratiefupdate Feb 15

PNW: Arizona Regulation And Sector Repricing Will Shape Steady Earnings Expectations

Analyst price targets on Pinnacle West Capital have shifted in a mixed but slightly higher range, with recent changes including $4 increases from RBC Capital and Morgan Stanley, along with $1 and $5 trims from Wells Fargo and Barclays, as analysts update their views on regulated utilities and valuation assumptions. Analyst Commentary Recent research updates on Pinnacle West Capital show both supportive and cautious views, with adjustments reflecting broader moves across regulated utilities and refreshed valuation work.
Narratiefupdate Feb 01

PNW: Arizona Regulation And Data Demand Will Shape Steady Earnings Expectations

Analysts have made a modest trim to their Pinnacle West Capital price target to about $95.92, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples following mixed recent target changes across the Street. Analyst Commentary Recent research updates on Pinnacle West Capital show a mix of cautious and constructive views, with several firms adjusting price targets both higher and lower.
Analyseartikel Jan 09

The Returns At Pinnacle West Capital (NYSE:PNW) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Narratiefupdate Dec 06

PNW: Arizona Regulation And Data Demand Will Shape A Balanced Earnings Path

Pinnacle West Capital's analyst price target nudged slightly lower to about $96 from roughly $97 as analysts balance improving earnings visibility and load driven growth against lingering regulatory uncertainty and only gradual progress in Arizona's rate environment. Analyst Commentary Recent Street research on Pinnacle West Capital reflects a generally balanced stance, with most firms maintaining neutral to moderately positive ratings while fine tuning price targets around the mid to upper $90 range.
Narratiefupdate Nov 22

PNW: Improving Arizona Regulation And Data Demand Will Shape Earnings Outlook

Pinnacle West Capital's analyst price target has modestly declined, dropping from $96.07 to $95.93 per share. Analysts cite ongoing uncertainties around regulatory improvements in Arizona and tempered expectations for near-term earnings growth, even though there are positive long-term structural trends.
Analyseartikel Nov 06

Pinnacle West Capital Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Pinnacle West Capital Corporation ( NYSE:PNW ) came out with its quarterly results last week, and we wanted to see how...
Narratiefupdate Nov 06

PNW: Future Sector Tailwinds And Regulatory Changes Will Shape Earnings Path

Pinnacle West Capital's analyst price target was modestly reduced by $0.18 to $96.07. Analysts cite steady sector conditions, regulatory uncertainty in Arizona, and incremental updates to growth and profit outlooks as supporting factors.
Analyseartikel Oct 28

Pinnacle West Capital (NYSE:PNW) Is Increasing Its Dividend To $0.91

The board of Pinnacle West Capital Corporation ( NYSE:PNW ) has announced that the dividend on 1st of December will be...
Narratiefupdate Oct 22

Analyst Commentary Highlights Modest Valuation Increase for Pinnacle West Capital Amid Sector Tailwinds

Analysts have modestly increased their fair value estimate for Pinnacle West Capital, raising the price target by $1.33 to $96.25. This adjustment is attributed to improved revenue growth expectations driven by sector trends and ongoing regulatory developments.
Narratiefupdate Sep 17

Grid Modernization And Arizona Expansion Will Create Future Value

Analysts have slightly lowered their price target for Pinnacle West Capital to $94.92, reflecting cautious optimism driven by improving regulatory trends and growth prospects in Arizona, offset by a more moderate outlook for revenue growth. Analyst Commentary Bullish analysts note improving structural trends in Arizona's regulatory environment, citing the 2025 General Rate Case (GRC) as a key driver for reduced regulatory lag.
Analyseartikel Aug 29

Calculating The Fair Value Of Pinnacle West Capital Corporation (NYSE:PNW)

Key Insights The projected fair value for Pinnacle West Capital is US$89.64 based on Dividend Discount Model With...
Analyseartikel Aug 04

Pinnacle West Capital's (NYSE:PNW) Returns Have Hit A Wall

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Mar 14

Pinnacle West: Steady Income Generator For Sleep-Well-At-Night Returns

Summary Pinnacle West Capital has demonstrated strong business fundamentals and growth catalysts on the horizon. PNW benefits from favorable regulatory developments, robust residential growth, and increasing demand from Arizona's expanding semiconductor industry. With a solid balance sheet, reliable operations, and a well-covered 3.9% dividend yield, PNW remains an attractive income investment. Read the full article on Seeking Alpha
Seeking Alpha Nov 23

Pinnacle West Is Back To Fair Valuation

Summary Pinnacle West is currently overvalued, with limited growth prospects and a forecasted annual return below 5%, leading me to rate it as a "Hold." Despite recent regulatory improvements and population growth in Arizona, PNW's EPS growth is expected to be modest, and its dividend growth is likely to remain low. The company's significant capital expenditure plans and debt obligations further constrain its upside potential, making other utilities like Enel more attractive investments. My target price for PNW is $80/share, reflecting normalized earnings and investment plans, and I recommend holding rather than buying at current valuations. Read the full article on Seeking Alpha
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Nieuw narratief Aug 25

New Customer Rates And Calculated Investments Propel Revenue Growth In C&I Sectors

Increased revenue potential through new customer rates and sales growth in Commercial & Industrial sectors.
Seeking Alpha Aug 16

Wait On Pinnacle West Capital For Lower Interest Rates

Summary Pinnacle West Capital Corporation is a $9.8 billion market cap company offering a 4.1% dividend and a low 0.50 beta. The company owns the largest nuclear power generating station in the US, benefiting from increased electricity demand from data centers. Pinnacle West is expected to benefit if interest rates are cut, but investors may want to wait for a stock price drop for a larger dividend payout. Read the full article on Seeking Alpha
Seeking Alpha Jul 12

Pinnacle West: Shares Look Fully Valued Now, But Growth Is On The Horizon

Summary This is Arizona’s largest electric utility, now with 1.4 million customers and Phoenix and Flagstaff in its territory. It weathered an adverse regulatory decision in 2021 that cut its earnings, but this is now overturned and reasonable rates restored. Earnings outlooks were revised upward and dividend growth at higher rates should resume next year. Data centers and population growth in Arizona are expected to increase electric demand, benefiting Pinnacle West as the primary utility in the state. It remains an attractive dividend stock. Read the full article on Seeking Alpha

Analyse CEO-vergoeding

Hoe is Ted Geisler's beloning veranderd ten opzichte van Pinnacle West Capital's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$654m

Dec 31 2025US$8mUS$938k

US$617m

Sep 30 2025n/an/a

US$594m

Jun 30 2025n/an/a

US$576m

Mar 31 2025n/an/a

US$587m

Dec 31 2024US$4mUS$700k

US$609m

Sep 30 2024n/an/a

US$616m

Jun 30 2024n/an/a

US$619m

Mar 31 2024n/an/a

US$522m

Dec 31 2023US$3mUS$670k

US$502m

Sep 30 2023n/an/a

US$478m

Jun 30 2023n/an/a

US$406m

Mar 31 2023n/an/a

US$463m

Dec 31 2022US$3mUS$622k

US$484m

Sep 30 2022n/an/a

US$535m

Jun 30 2022n/an/a

US$549m

Mar 31 2022n/an/a

US$600m

Dec 31 2021US$2mUS$450k

US$619m

Sep 30 2021n/an/a

US$572m

Jun 30 2021n/an/a

US$578m

Mar 31 2021n/an/a

US$556m

Dec 31 2020US$1mUS$380k

US$551m

Compensatie versus markt: De totale vergoeding ($USD 8.41M ) Ted } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.65M ).

Compensatie versus inkomsten: De vergoeding van Ted is het afgelopen jaar met meer dan 20% gestegen.


CEO

Ted Geisler (47 yo)

1.2yrs
Tenure
US$8,414,652
Compensatie

Mr. Theodore N. Geisler, also known as Ted, is Chairman of the Board and CEO of Arizona Public Service Company from April 1, 2025. Mr. Geisler serves as Chairman of the Board and CEO of Arizona Public Serv...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Theodore Geisler
Chairman of the Board1.2yrsUS$8.41m0.041%
$ 5.2m
Andrew Cooper
Senior VP & CFO4.1yrsUS$3.39m0.024%
$ 3.0m
Shirley Baum
Senior VP1.3yrsUS$1.96m0.0048%
$ 604.2k
Adam Heflin
Executive VP & Chief Nuclear Officer of APSno dataUS$3.63m0.033%
$ 4.1m
Jacob Tetlow
Executive VP & Chief Operating Officer of APS5.4yrsUS$3.80m0.0075%
$ 941.4k
Elizabeth Blankenship
VP, Controller & Chief Accounting Officer7yrsgeen gegevens0.0098%
$ 1.2m
Amanda Ho
Director of Investor Relationsno datageen gegevensgeen gegevens
Todd Horton
SVP of Nuclear Regulatory & Oversight of Palo Verde Generating Station for APS2.4yrsgeen gegevensgeen gegevens
Diane Wood
Assistant VP & Corporate Secretaryno datageen gegevensgeen gegevens
Christopher Bauer
VP & Treasurer2.4yrsgeen gegevens0.00041%
$ 51.4k
2.4yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van PNW wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Theodore Geisler
Chairman of the Board2.4yrsUS$8.41m0.041%
$ 5.2m
Susan Flanagan
Independent Director1.9yrsUS$285.23k0.00063%
$ 79.0k
Glynis Bryan
Independent Director6.3yrsUS$304.29k0.00045%
$ 56.4k
James Trevathan
Independent Director7.5yrsUS$322.09k0.0022%
$ 274.5k
William Spence
Independent Director5.3yrsUS$304.10k0.0052%
$ 650.6k
Carol Eicher
Independent Director1.9yrsUS$284.10k0.000080%
$ 10.0k
Paula Sims
Independent Lead Director9.7yrsUS$334.90k0.0091%
$ 1.1m
Gonzalo de la Melena
Independent Director4.3yrsUS$290.39k0.0023%
$ 287.1k
Kristine Svinicki
Independent Director3.3yrsUS$284.10k0.0024%
$ 294.6k
Ronald Butler
Independent Director1.9yrsUS$296.35k0.0012%
$ 146.7k
3.8yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van PNW wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/14 14:23
Aandelenkoers aan het einde van de dag2026/06/12 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Pinnacle West Capital Corporation wordt gevolgd door 26 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays