PPL (NYSE:PPL) Issues FY 2026 Earnings Guidance

PPL (NYSE:PPL) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.900-1.980 for the period, compared to the consensus EPS estimate of 1.900. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

PPL has been the topic of a number of research reports. Mizuho set a $39.00 target price on shares of PPL in a research report on Wednesday. Barclays cut their target price on PPL from $40.00 to $37.00 and set an “equal weight” rating for the company in a research report on Thursday, January 22nd. BMO Capital Markets upped their price target on PPL from $40.00 to $41.00 and gave the company an “outperform” rating in a research report on Wednesday. JPMorgan Chase & Co. dropped their price objective on PPL from $43.00 to $40.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Finally, UBS Group cut their price objective on PPL from $38.00 to $36.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, PPL presently has a consensus rating of “Buy” and an average price target of $40.55.

PPL Trading Up 1.2%

PPL stock traded up $0.46 during midday trading on Friday, hitting $37.43. 14,518,065 shares of the stock were exchanged, compared to its average volume of 9,481,526. PPL has a 52 week low of $32.50 and a 52 week high of $38.26. The company has a quick ratio of 0.66, a current ratio of 0.77 and a debt-to-equity ratio of 1.18. The company has a fifty day simple moving average of $35.73 and a two-hundred day simple moving average of $36.14. The stock has a market capitalization of $27.69 billion, a PE ratio of 25.29, a P/E/G ratio of 2.58 and a beta of 0.70.

PPL (NYSE:PPL) last posted its quarterly earnings data on Friday, February 20th. The utilities provider reported $0.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.01). The business had revenue of $2.27 billion during the quarter, compared to analyst estimates of $2.34 billion. PPL had a net margin of 12.16% and a return on equity of 9.08%. PPL’s revenue for the quarter was up 2.8% on a year-over-year basis. During the same quarter last year, the business earned $0.34 earnings per share. PPL has set its FY 2026 guidance at 1.900-1.980 EPS. Equities research analysts anticipate that PPL will post 1.83 EPS for the current fiscal year.

Key Headlines Impacting PPL

Here are the key news stories impacting PPL this week:

• Positive Sentiment: PPL raised its dividend and emphasized growing demand from data centers, signaling stronger cash-return focus and higher long-term growth opportunities for its regulated and non‑regulated businesses. PPL Lifts Dividend, Bets Big On Data Center Demand
• Positive Sentiment: PPL boosted its multi‑year infrastructure/capital plan (now ~$23B) and extended EPS growth targets through 2029, which supports longer‑term earnings power and rate-base growth expectations. PPL reports 2025 results; business plan update
• Positive Sentiment: Unusually large call‑option buying suggests some traders are positioning for upside in the near term, which can add upward pressure on the stock. (Options flow reported intraday.)
• Neutral Sentiment: PPL provided FY‑2026 EPS guidance of $1.90–$1.98, roughly in line with consensus — offering clarity but not a clear beat to drive an outsized rally. PPL Earnings Miss Estimates in Q4, Revenues Increase Y/Y
• Neutral Sentiment: Operationally mixed quarter: revenue rose ~2.8% year‑over‑year to $2.27B, and EPS was $0.41 versus a $0.42 consensus — a small miss that tempers enthusiasm but isn’t a large shock. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reuters and other outlets flagged that PPL’s 2026 profit outlook comes in below some analyst estimates even as the company expands spending — raising concerns about near‑term earnings pressure and capital intensity. That commentary helped trigger intraday selling. Utility PPL forecasts 2026 profit below estimates, lifts spending plan
• Negative Sentiment: News outlets noted the stock “slipped” after results and the capital plan update, reflecting investor caution about increased capex and near‑term margin impact. PPL slips nearly 4% after Q4 results meet estimates and $23B capital plan update

Institutional Investors Weigh In On PPL

A number of large investors have recently added to or reduced their stakes in PPL. EverSource Wealth Advisors LLC lifted its position in PPL by 64.9% during the second quarter. EverSource Wealth Advisors LLC now owns 4,695 shares of the utilities provider’s stock worth $159,000 after acquiring an additional 1,848 shares during the last quarter. Triumph Capital Management bought a new position in shares of PPL during the third quarter worth approximately $173,000. Cary Street Partners Financial LLC lifted its holdings in PPL by 6.9% during the 2nd quarter. Cary Street Partners Financial LLC now owns 5,299 shares of the utilities provider’s stock worth $180,000 after purchasing an additional 343 shares during the last quarter. von Borstel & Associates Inc. bought a new stake in PPL in the 3rd quarter valued at $235,000. Finally, Syon Capital LLC acquired a new position in PPL in the 4th quarter valued at $244,000. Institutional investors own 76.99% of the company’s stock.

PPL Company Profile

PPL Corporation is an energy company that owns and operates electric transmission and distribution infrastructure and provides related customer services. The company’s core business centers on delivering electricity to residential, commercial and industrial customers through regulated utility operations, maintaining grid reliability, responding to outages and managing customer billing and account services.

PPL’s activities include construction and maintenance of distribution and transmission lines, meter and grid management, and programs to support energy efficiency and the interconnection of distributed resources.