Constellation Energy Corporation

NasdaqGS:CEG Stok Raporu

Piyasa değeri: US$106.0b

Constellation Energy Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Constellation Energy şu anki getirisi 0.62% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi olan 5th June, 2026 temettüden önceki tarihi 15th May, 2026 dir.

Anahtar bilgiler

0.6%

Temettü verimi

0.4%

Geri Alım Getirisi

Toplam Hissedar Getirisi1.0%
Gelecekteki Temettü Verimi0.8%
Temettü Büyümesi34.6%
Bir sonraki temettü ödeme tarihi05 Jun 26
Eski temettü tarihi15 May 26
Hisse başına temettün/a
Ödeme oranı14%

Son temettü ve geri alım güncellemeleri

Recent updates

Analiz Makalesi 3h

Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next

Constellation Energy Corporation ( NASDAQ:CEG ) investors will be delighted, with the company turning in some strong...
Anlatı Güncellemesi Apr 29

CEG: Data Center Power Contracts Will Support Long Dated Nuclear Cash Flows

Analysts have collectively trimmed their price targets on Constellation Energy, with the fair value estimate moving from about $399.93 to $370.58 as they factor in updated earnings outlooks, revised contracting expectations and changes to long term P/E assumptions. Analyst Commentary Recent research shows a clear reset in expectations around Constellation Energy, with most updates centered on revised earnings trajectories, contracting assumptions and recalibrated long term P/E multiples.
Seeking Alpha Apr 28

Constellation Energy: Lower Price Improves Upside, But Uncertainty Remains

Summary Constellation Energy remains a Hold as increased uncertainty and weaker growth expectations offset a 10% price correction and modest upside potential. Q4 results showed revenue growth driven by higher electricity prices, not volumes, with operating margin falling from 18.1% to 9.8% and net income down over 50%. Management's 2026 guidance targets $11.00–$12.00 adjusted operating earnings per share, but nearly 40% of this is from volatile, less predictable enhanced earnings. Despite a fair value 10-13% above current price, increased debt, higher capex, and reduced free cash flow for shareholders warrant a cautious stance until Q1 results. Read the full article on Seeking Alpha
Anlatı Güncellemesi Apr 15

CEG: PJM Reliability Shifts And Contracting Acceleration Will Drive Future Upside

The analyst price target for Constellation Energy has been trimmed by about $15 to reflect updated views on long term earnings visibility and valuation, as analysts weigh slightly lower fair value estimates against revised expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Constellation Energy reflects a mix of trimmed and increased price targets, with many firms updating models around long term earnings visibility, contracting timelines, and regulatory developments in key power markets.
Anlatı Güncellemesi Apr 01

CEG: PJM Contracting Acceleration Through 2026 Will Drive Bullish Outlook

Analysts now set a revised fair value estimate of $330.00 for Constellation Energy, up from $296.83. This reflects updated views on longer term earnings power, slightly higher assumed profit margins, and a richer future P/E multiple, despite more cautious revenue growth assumptions and a recent mix of target cuts and reaffirmed optimism across Street research.
Anlatı Güncellemesi Mar 20

Constellation Energy Corp. (CEG): The Nuclear AI Titan – Electrifying the Intelligence Age

Vestra has increased revenue growth from 13.6% to 24.8%.
Anlatı Güncellemesi Mar 18

CEG: Nuclear Modernization And PJM Contracting Into 2026 Will Shape Balanced Outlook

Narrative Update on Constellation Energy The updated analyst price target framework for Constellation Energy reflects a fair value adjustment of about $12, along with revised assumptions for slower revenue growth, slightly higher profit margins, and a higher future P/E multiple. These changes come as analysts respond to mixed target moves and evolving demand expectations linked to PJM market developments and contracting activity into 2026.
Anlatı Güncellemesi Mar 04

CEG: PJM Backstop And Contracting Momentum Will Drive Future Upside

Analysts have adjusted their price targets on Constellation Energy within a wide range, from $330 to $454. This reflects differing views on contracting momentum through 2026 and evolving PJM market developments.
Anlatı Güncellemesi Feb 18

CEG: Nuclear Fleet And Calpine Data Center Deals Will Define Balanced Outlook

Narrative Update Overview The analyst price target for Constellation Energy has shifted by $32.98, as analysts balance Wells Fargo's $18 target cut with TD Cowen's new $440 target. The new target highlights both elevated regulatory risk and potential upside from the Calpine integration and gas PPA deals tied to the nuclear fleet.
Analiz Makalesi Feb 05

Why We're Not Concerned Yet About Constellation Energy Corporation's (NASDAQ:CEG) 29% Share Price Plunge

Constellation Energy Corporation ( NASDAQ:CEG ) shareholders that were waiting for something to happen have been dealt...
Anlatı Güncellemesi Feb 03

CEG: Nuclear License Extensions And Gas PPAs Will Support Future Upside

Analysts have adjusted their price target for Constellation Energy by about US$1.50, citing updated views on the Calpine integration, potential upside from gas PPA contracts and ongoing interest in the company’s nuclear portfolio. Analyst Commentary Recent research on Constellation Energy has centered on how the company’s mix of nuclear assets, gas PPA contracts and the Calpine integration could influence valuation over the next few years.
Anlatı Güncellemesi Jan 20

CEG: Nuclear License Extensions And Calpine Integration Will Drive Future Upside

Analysts have made a modest upward revision to their Constellation Energy price target, lifting it by about US$4 to reflect slightly higher assumptions for fair value, revenue growth, profit margins and future P/E. This revision is supported by recent research that highlights the Calpine integration and gas PPA deals as potential upside drivers, alongside positive momentum in nuclear.
Anlatı Güncellemesi Jan 06

CEG: Nuclear And Data Center Demand Will Drive Future Commercial Momentum

Analysts have raised their price expectations for Constellation Energy, with an updated implied fair value of about $476 compared with the prior $393, citing higher projected revenue growth, a modestly higher future P/E multiple, and supportive Street research that highlights commercial momentum in nuclear and data center linked demand. Analyst Commentary Recent Street research shows a cluster of price target increases and at least one rating upgrade on Constellation Energy, with several reports pointing to commercial momentum in nuclear generation, growing data center related demand, and supportive market conditions for power producers.
Anlatı Güncellemesi Dec 22

CEG Will Balance Nuclear Momentum And Data Center Power Demand Opportunities

Constellation Energy's analyst fair value estimate has been raised sharply from $238.32 to $342.23 as analysts cite strengthening nuclear momentum, improving revenue growth and profit margins, and the company’s positioning to benefit from rising power demand and data center related deals. Analyst Commentary Recent Street research on Constellation Energy shows a notable series of upward price target revisions alongside a shift in stance from some previously neutral voices.
Anlatı Güncellemesi Dec 08

CEG: Data Center Power Deals Will Drive Nuclear Cash Flows Higher

Analysts have raised their average price target on Constellation Energy by roughly $30 to $400, citing accelerating commercial momentum, growing nuclear and thermal cash flows, and the scarcity value of its generation assets in an environment of robust electricity demand and expanding data center power needs. Analyst Commentary Recent research updates reflect a broadly constructive stance toward Constellation Energy, with several firms lifting price targets in response to strengthening fundamentals and a more supportive power market backdrop.
Anlatı Güncellemesi Nov 24

CEG: Data Economy Power Deals And Calpine Merger Will Drive Share Gains

Constellation Energy's analyst price target has increased by more than $50, as analysts cite continued commercial momentum, strengthening cash flows, and the company's strong positioning amid growing demand in the power sector. Analyst Commentary Recent updates from Street research firms reflect a continued focus on Constellation Energy's performance and prospects, as analysts adjust both price targets and ratings based on updated fundamentals.
Anlatı Güncellemesi Nov 08

CEG: Expanding Power Deals Will Drive Commercial Momentum Forward

Constellation Energy’s analyst price target has been raised from approximately $386 to $404. This change is due to analysts expecting stronger revenue growth and continued commercial momentum, supported by expanding industry demand.
Anlatı Güncellemesi Oct 25

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

Analysts have increased their average price target for Constellation Energy from $359 to $386 per share. They cite the company's commercial momentum, robust electricity demand, and strategic positioning as key factors, particularly amid expanding opportunities in data center power and generation assets.
Anlatı Güncellemesi Oct 11

Bipartisan Support And Nuclear Restarts Will Unlock Markets

Analysts have raised their price target for Constellation Energy from $355.25 to $359.31 per share. This change reflects expectations of stronger profit margins and positive momentum following sector upgrades and an improving outlook for independent power producers.
Anlatı Güncellemesi Sep 24

Bipartisan Support And Nuclear Restarts Will Unlock Markets

Consensus analyst price targets for Constellation Energy were raised to $355.25, with robust electricity demand, strong cash flow, accelerating AI-driven power needs, and anticipated growth from the Calpine acquisition cited as key drivers, partially offset by valuation concerns, resulting in a modest upward revision in fair value. Analyst Commentary Bullish analysts highlight robust electricity demand growth and strong cash flow generation as key drivers supporting the industry and Constellation’s leadership position.
Anlatı Güncellemesi Sep 06

Bipartisan Support And Nuclear Restarts Will Unlock Markets

Constellation Energy’s consensus price target was raised from $333.84 to $346.19 as analysts see the company well-positioned to benefit from rising AI-driven power demand, strong earnings growth, and accretive acquisitions. Analyst Commentary Analysts highlight that AI-driven demand is transforming the "Energy & Power" sector, positioning Constellation Energy as a key beneficiary of this emergent "Power revolution".
Analiz Makalesi Jul 14

Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Jun 30

At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?

Constellation Energy Corporation ( NASDAQ:CEG ) saw a significant share price rise of 87% in the past couple of months...
Analiz Makalesi Jun 17

Subdued Growth No Barrier To Constellation Energy Corporation's (NASDAQ:CEG) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analiz Makalesi May 22

With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Apr 09

Constellation Energy: A Growth Opportunity Amid Volatility (Rating Upgrade)

Summary Constellation Energy, a $58 billion market cap company paying a 0.84% dividend, is known for a recent data center deal with Microsoft involving the restart of TMI nuclear unit 1. In January 2025, Constellation announced the acquisition of a major natural gas electricity generator Calpine for $26.6 billion, subject to regulatory approvals and expected to close by January 2026. Constellation has the largest US fleet of nuclear power plants; nuclear and natural gas are preferred among electricity-generating fuels for providing base load (nuclear) and base load / quick turnaround/backup (natural gas). Read the full article on Seeking Alpha
Seeking Alpha Mar 26

Constellation Energy: Price Drop And Robust Results Make It Attractive

Summary Constellation Energy Group's stock dropped 18% since October on broader concerns around nuclear energy's expected growth, despite strong Q4 and full-year 2024 results, with EPS exceeding expectations by 2.7%. There's much going for CEG, though. The company's 2025 guidance suggests a 6.7% EPS increase, but past trends indicate potential for a higher rise, possibly up to 23.1%. Market multiples are also attractive now, with forward P/E at 23.6x, down from 32.9x in October 2024, reflecting improved valuation. Despite potential risks from reduced data center demand, CEG remains a strong long-term buy, with forward P/E expected to drop further by 2030. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Constellation Energy: Powering Up, Preparing For Electrification

Summary Constellation Energy Corporation's shares have experienced significant volatility, driven by AI-related growth and the acquisition of Calpine, enhancing its fundamentals and long-term outlook. The $29.1 billion Calpine acquisition diversifies Constellation's energy portfolio and is expected to be highly accretive to earnings, boosting 2026 non-GAAP EPS by 20%. Despite recent share price declines, Constellation's strong fundamentals and growth prospects make it an attractive investment, particularly if shares fall below $200. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Constellation Energy Is Spending Big Now To Win Big Later

Summary Constellation Energy is spending big on nuclear and clean energy to fuel future growth. Cash flow looks messy now, but it's mostly timing and planned investments. They have plenty of cash and manageable debt, so no real financial risk. The market is too focused on short-term spending and missing the bigger picture. Once these investments start paying off, the stock should move higher. Read the full article on Seeking Alpha
Seeking Alpha Jan 12

Constellation Energy Calpine Merger: Creating A Nationwide Independent Power Producer

Summary Constellation Energy's merger with Calpine will nearly double its generation capacity to around 60 GW and enhance geographic and asset diversification. Calpine is attractively priced, using highly valued Constellation stock and avoiding new debt issuance, making it immediately accretive to EPS. After a 25% stock price jump post-announcement, the combined company's valuation is high; new investors should wait for a pullback to around $250. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

One Of The AI Revolution's Brightest Stars: Constellation Energy

Summary Constellation Energy is positioned to benefit from surging energy demand driven by the AI revolution and data center expansion, with a 13% annual EPS growth target through 2030. The company is innovating with investments in nuclear uprates, small modular reactors, and renewable energy, despite facing regulatory hurdles like FERC's stance on colocation. Financially strong with a BBB+ credit rating and low leverage, Constellation Energy remains a standout, though its high valuation at a 29.3x P/E ratio limits immediate upside. I recommend a gradual buy on dips for long-term investors seeking exposure to clean, reliable, and scalable energy solutions in a power-hungry world. Read the full article on Seeking Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: CEG US piyasası için dikkate değer bir temettü ödemesi yapmıyor, bu nedenle ödemelerin istikrarlı olup olmadığını kontrol etmeye gerek yok.

Büyüyen Temettü: CEG US piyasası için dikkate değer bir temettü ödemiyor, bu nedenle ödemelerin artıp artmadığını kontrol etmeye gerek yok.


Piyasaya Karşı Temettü Getirisi

Constellation Energy Piyasaya Karşı Temettü Getirisi
CEG temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (CEG)0.6%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Electric Utilities)2.8%
Analist tahmini (CEG) (3 yıla kadar)0.8%

Önemli Temettü: CEG şirketinin temettüsü ( 0.62% ), US pazarındaki temettü ödeyenlerin en alttaki %25'ine ( 1.43% ) kıyasla dikkate değer değil.

Yüksek Temettü: CEG 'in temettüsü ( 0.62% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.28% ) kıyasla düşüktür.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: CEG US piyasası için dikkate değer bir temettü ödemiyor.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: CEG US piyasası için dikkate değer bir temettü ödemiyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 14:16
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Constellation Energy Corporation 25 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Eric BeaumontBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research