FirstEnergy (NYSE:FE) Posts Earnings Results, Beats Expectations By $0.01 EPS

FirstEnergy (NYSE:FE) posted its earnings results on Tuesday. The utilities provider reported $0.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.52 by $0.01, FiscalAI reports. The firm had revenue of $3.80 billion for the quarter, compared to analysts’ expectations of $3.20 billion. FirstEnergy had a return on equity of 11.15% and a net margin of 9.19%.During the same period in the previous year, the firm earned $0.67 earnings per share. FirstEnergy updated its FY 2026 guidance to 2.620-2.820 EPS.

FirstEnergy Stock Performance

FE stock opened at $49.38 on Wednesday. The stock’s 50 day simple moving average is $46.06 and its 200 day simple moving average is $45.46. The company has a current ratio of 0.75, a quick ratio of 0.64 and a debt-to-equity ratio of 1.80. FirstEnergy has a 12-month low of $37.58 and a 12-month high of $50.44. The stock has a market capitalization of $28.53 billion, a PE ratio of 21.56, a price-to-earnings-growth ratio of 2.86 and a beta of 0.64.

FirstEnergy Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Thursday, May 7th will be issued a $0.465 dividend. This represents a $1.86 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date is Thursday, May 7th. This is an increase from FirstEnergy’s previous quarterly dividend of $0.45. FirstEnergy’s dividend payout ratio (DPR) is presently 77.73%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC purchased a new position in shares of FirstEnergy in the fourth quarter worth approximately $256,000. Storgate LLC bought a new position in FirstEnergy in the fourth quarter worth approximately $247,000. Volterra Technologies LP purchased a new position in shares of FirstEnergy during the 4th quarter worth $258,000. Cresset Asset Management LLC bought a new stake in shares of FirstEnergy during the 2nd quarter valued at $266,000. Finally, SkyView Investment Advisors LLC purchased a new stake in shares of FirstEnergy in the 2nd quarter worth $277,000. Institutional investors own 89.41% of the company’s stock.

Trending Headlines about FirstEnergy

Here are the key news stories impacting FirstEnergy this week:

• Positive Sentiment: Company hit the top end of its revised 2025 guidance and affirmed 2026 outlook, signaling execution vs. management targets. FirstEnergy hits top end of 2025 earnings guidance, affirms 2026 outlook
• Positive Sentiment: Company reported full-year 2025 GAAP EPS of $1.77 and Core EPS of $2.55 (top of the revised range), which supports credibility of management guidance and payout capacity. FirstEnergy Announces 2025 Financial Results, Affirms 2026 Guidance…
• Positive Sentiment: FirstEnergy unveiled a $36 billion capital investment plan through 2030 intended to drive earnings and rate‑base growth over the medium term — a growth catalyst if projects win regulatory support and are executed on budget. FirstEnergy announces $36 billion investment plan after posting higher annual profit
• Positive Sentiment: Q4 results beat estimates: EPS $0.53 vs. consensus $0.52 and revenues $3.80B vs. $3.20B expected, showing stronger-than-expected top-line performance for the quarter. FirstEnergy (FE) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Transmission/project approvals continue: a major central-Ohio transmission project involving FirstEnergy Transmission received PJM approval, supporting regulated growth opportunities. Transource Energy and FirstEnergy Transmission Joint Venture Receive Approval…
• Neutral Sentiment: Market technicals show improving momentum (RS rating climbed to 73), which may help sentiment but is not a fundamental driver. FirstEnergy sees RS rating climb to 73
• Neutral Sentiment: Company posted an RFP/auction notice for PIPP supply for its Ohio utilities — an operational procurement step that is routine but important for customer programs. FirstEnergy Ohio Utilities’ PIPP RFP Auction…
• Negative Sentiment: Quarterly EPS declined year‑over‑year (Q4 $0.53 vs. $0.67 a year ago), and while guidance sits near the top of management’s range, the combination of lower y/y earnings and a large capex program raises near‑term execution and financing concerns that may weigh on the stock. Earnings press release / slide deck

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Morgan Stanley reiterated an “overweight” rating on shares of FirstEnergy in a research report on Wednesday, February 11th. Wells Fargo & Company cut their price objective on FirstEnergy from $54.00 to $53.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Barclays lowered their target price on FirstEnergy from $51.00 to $50.00 and set an “overweight” rating for the company in a research note on Thursday, January 22nd. Mizuho increased their price objective on FirstEnergy from $45.00 to $50.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Finally, UBS Group reduced their target price on shares of FirstEnergy from $49.00 to $46.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. Nine research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $48.85.

FirstEnergy Company Profile

FirstEnergy Corp. (NYSE: FE) is a U.S.-based electric utility holding company headquartered in Akron, Ohio. The company’s primary business is the delivery of electricity through its regulated transmission and distribution utilities, serving residential, commercial and industrial customers across parts of the Midwest and Mid‑Atlantic. FirstEnergy’s service territory includes states such as Ohio, Pennsylvania, New Jersey, Maryland and West Virginia, and it operates primarily within the PJM regional transmission organization.

FirstEnergy’s core activities center on owning and operating electric distribution networks and transmission systems, maintaining and upgrading grid infrastructure, managing storm response and restoration, and offering customer programs that include energy efficiency and reliability services.