OGE Energy Corporation $OGE Position Increased by NEOS Investment Management LLC

NEOS Investment Management LLC raised its position in OGE Energy Corporation (NYSE:OGE) by 21.9% during the third quarter, HoldingsChannel.com reports. The firm owned 116,330 shares of the utilities provider’s stock after buying an additional 20,910 shares during the quarter. NEOS Investment Management LLC’s holdings in OGE Energy were worth $5,383,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. AE Wealth Management LLC grew its position in shares of OGE Energy by 4.7% in the third quarter. AE Wealth Management LLC now owns 356,485 shares of the utilities provider’s stock valued at $16,495,000 after purchasing an additional 16,058 shares during the last quarter. ProShare Advisors LLC boosted its stake in OGE Energy by 6.1% during the 3rd quarter. ProShare Advisors LLC now owns 779,470 shares of the utilities provider’s stock valued at $36,066,000 after purchasing an additional 44,503 shares during the period. Ashton Thomas Private Wealth LLC grew its holdings in OGE Energy by 302.8% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 58,392 shares of the utilities provider’s stock valued at $2,702,000 after buying an additional 43,895 shares during the last quarter. First Citizens Bank & Trust Co. grew its holdings in OGE Energy by 274.7% in the 2nd quarter. First Citizens Bank & Trust Co. now owns 17,644 shares of the utilities provider’s stock valued at $783,000 after buying an additional 12,935 shares during the last quarter. Finally, Pacer Advisors Inc. increased its position in OGE Energy by 390.6% in the 3rd quarter. Pacer Advisors Inc. now owns 36,805 shares of the utilities provider’s stock worth $1,703,000 after buying an additional 29,303 shares during the period. Institutional investors and hedge funds own 71.84% of the company’s stock.

Analysts Set New Price Targets

OGE has been the subject of several research reports. Barclays reduced their price objective on OGE Energy from $51.00 to $49.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. UBS Group reduced their price target on shares of OGE Energy from $45.00 to $44.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Mizuho boosted their price objective on shares of OGE Energy from $45.00 to $47.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. Wall Street Zen raised shares of OGE Energy from a “sell” rating to a “hold” rating in a research report on Saturday, January 24th. Finally, BMO Capital Markets assumed coverage on OGE Energy in a research report on Tuesday, January 13th. They set a “market perform” rating and a $45.00 target price on the stock. Four analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $47.13.

OGE Energy Price Performance

Shares of OGE Energy stock opened at $46.47 on Thursday. The firm has a market cap of $9.36 billion, a P/E ratio of 18.66, a price-to-earnings-growth ratio of 3.35 and a beta of 0.62. The firm’s 50-day simple moving average is $43.58 and its 200-day simple moving average is $44.49. OGE Energy Corporation has a twelve month low of $40.80 and a twelve month high of $47.61. The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.52 and a current ratio of 0.80.

OGE Energy (NYSE:OGE) last announced its quarterly earnings results on Wednesday, February 18th. The utilities provider reported $0.34 EPS for the quarter, topping analysts’ consensus estimates of $0.30 by $0.04. OGE Energy had a net margin of 15.28% and a return on equity of 10.77%. The firm had revenue of $725.80 million during the quarter, compared to analysts’ expectations of $277.80 million. During the same quarter last year, the company earned $0.50 earnings per share. The company’s revenue for the quarter was down 4.6% compared to the same quarter last year. OGE Energy has set its FY 2026 guidance at 2.380-2.480 EPS. As a group, research analysts expect that OGE Energy Corporation will post 2.27 EPS for the current fiscal year.

OGE Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Monday, April 6th will be issued a dividend of $0.425 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $1.70 dividend on an annualized basis and a dividend yield of 3.7%. OGE Energy’s dividend payout ratio (DPR) is presently 68.27%.

Trending Headlines about OGE Energy

Here are the key news stories impacting OGE Energy this week:

• Positive Sentiment: Quarterly results topped estimates (EPS beat) and the stock briefly jumped after the print — this supports near‑term investor confidence. OGE Energy shares rise over 4% after Q4 earnings beat expectations
• Positive Sentiment: OGE announced FY‑2026 EPS guidance of $2.38–$2.48, which sits around/above some analyst views and gives a clearer earnings corridor for investors. OGE Energy Corp. reports 2025 results and outlook for 2026
• Positive Sentiment: Management set a 5%–7% EPS growth target through 2028 and highlighted transmission and data‑center driven investment — a favorable long‑term growth/capex story for regulated utility investors. OGE Energy outlines 5%–7% EPS growth target through 2028
• Positive Sentiment: The company declared a quarterly dividend of $0.425/share (3.7% yield), which supports income investors and the stock’s defensive appeal.
• Neutral Sentiment: Management hosted an earnings call and provided a slide deck and transcript — useful for investors digging into capital plans, rate cases and segment detail. OGE Energy Q4 2025 Earnings Call Transcript Q4 Results – Earnings Call Presentation
• Negative Sentiment: Revenue fell roughly 4.6% year‑over‑year in the quarter and some metrics (quarterly EPS vs prior year) showed weakness — this tempers the upside from the beat and may drive near‑term caution. OGE Energy: Q4 Earnings Snapshot / MarketBeat
• Negative Sentiment: Regulatory scrutiny in OGE’s jurisdictions remains a highlighted risk — heightened oversight or adverse rate outcomes could pressure returns and add volatility. OGE Energy earnings on deck as regulatory scrutiny intensifies

OGE Energy Company Profile

OGE Energy Corp. (NYSE:OGE) is an energy and infrastructure holding company headquartered in Oklahoma City, Oklahoma. Through its principal subsidiary, Oklahoma Gas & Electric Company, the company provides regulated electric service to residential, commercial and industrial customers across Oklahoma and western Arkansas. Its diversified generation mix includes coal, natural gas and wind-powered facilities, complemented by ongoing investments in grid modernization and smart technology to enhance reliability and customer satisfaction.

In addition to its core electric utility operations, OGE Energy Corp.