Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
OGE Energy (OGE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$50.63+3.10%
Close 2026-11-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.61 → 2.62 EPS · FY ending Dec 31, 2027 · 10 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 11 to 10; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for OGE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain quarterly dividend near $0.425 per share | A supporting condition in OGE Energy's published investment case. The stated target is Quarterly dividend of about $0.425 per share. | Intact | Dividend cut or suspension within next year | Dividend per share: $0.43 per share FY2026-Q3; GAAP. Published target: Quarterly dividend of about $0.425 per share. Target period is not explicitly aligned with this observation. Oct 28, 20260.42875 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
OGE is a regulated utility with a relatively steady business and a recovery in recent financial performance. Its long-term thesis is in a watch state, but the evidence has shifted from fragile to robust as performance returned to the upper half of its industry.
The valuation is characterized as cheap, and it is aligned with the fundamentals rather than resting on unusually high expectations. The expectations gap is small, while valuation rose substantially in the recent period; the evidence does not suggest that the thesis is fragile because of what is priced in.
Near term, the latest quarter showed higher diluted earnings per share and operating income, and management raised full-year guidance. Some of the earnings growth was linked to warmer weather, and the evidence on delivery of large-load opportunities is limited. A guidance cut on the next call is a meaningful risk, despite the stated low miss risk.
The multi-year view depends on continued earnings growth and infrastructure execution that supports reliable service. Near term, a guidance cut would weaken the thesis, while lower interest rates or continued strong results from major utility peers could support the sector backdrop.
Over the next one to three years, OGE’s stronger results and raised guidance support a more robust thesis, but weather effects and uncertain delivery on regional growth keep execution in focus. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
EPS growth of 5%-7% through 2028 |
| A primary condition in OGE Energy's published investment case. The stated target is 5%-7% annual EPS growth. |
| Intact |
| EPS growth falls below 5% annually through 2028 |
Diluted EPS growth: 33.33% FY2026-Q3; GAAP. Published target: 5%-7% annual EPS growth. Target period ends 2028-12-31; this observation covers 2026-Q3. Oct 28, 202633.333333 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Growth from data center deals and renewable expansion | It gains from data center deals and renewable energy. | Intact | No new data center deals or renewable growth next year | Qualitative growth confirmed vs target News confirms data center and renewable growth; Q2 earnings show strong electric income; EPS guidance raised. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Manage regulatory risks without major valuation impact | A primary condition in OGE Energy's published investment case. The stated target is No major regulatory penalties or valuation hits. | Under Pressure | Significant regulatory penalties or valuation damage occur | Qualitative: 1 legal setback reported June 2026 legal setback raised regulatory/valuation concerns; October 2026 EPS guidance raised to $2.62-$2.68. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.60 → $2.62 · observed estimates
$3.55B → $3.59B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-07-25 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-07-26 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-07-27 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-07-28 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-07-29 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-07-30 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-07-31 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-08-01 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-02 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-03 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-04 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-05 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-06 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-07 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-08 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-09 | $2.60 | $3,547,723,210 | 13 / 10 |
| 2026-08-10 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-12 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-13 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-14 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-15 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-16 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-17 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-18 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-19 | $2.60 | $3,552,025,785 | 10 / 8 |
| 2026-08-20 | $2.60 | $3,512,758,171 | 10 / 7 |
| 2026-08-21 | $2.60 | $3,512,758,171 | 10 / 7 |
| 2026-08-22 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-23 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-24 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-25 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-26 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-27 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-28 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-29 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-30 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-08-31 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-09-01 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-09-02 | $2.60 | $3,507,882,237 | 10 / 7 |
| 2026-09-03 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-04 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-05 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-06 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-07 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-08 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-09 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-10 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-11 | $2.60 | $3,513,882,237 | 9 / 7 |
| 2026-09-12 | $2.60 | $3,513,882,237 | 9 / 7 |
| 2026-09-13 | $2.60 | $3,513,882,237 | 9 / 7 |
| 2026-09-14 | $2.60 | $3,513,882,237 | 9 / 7 |
| 2026-09-15 | $2.60 | $3,513,882,237 | 9 / 7 |
| 2026-09-16 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-17 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-18 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-19 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-20 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-21 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-22 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-23 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-24 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-25 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-26 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-27 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-28 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-29 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-09-30 | $2.60 | $3,513,882,237 | 10 / 7 |
| 2026-10-01 | $2.61 | $3,572,521,957 | 10 / 8 |
| 2026-10-02 | $2.61 | $3,575,521,957 | 10 / 8 |
| 2026-10-03 | $2.61 | $3,575,521,957 | 10 / 8 |
| 2026-10-04 | $2.61 | $3,575,521,957 | 11 / 8 |
| 2026-10-05 | $2.61 | $3,575,521,957 | 11 / 8 |
| 2026-10-06 | $2.61 | $3,575,521,957 | 11 / 8 |
| 2026-10-07 | $2.61 | $3,575,521,957 | 11 / 8 |
| 2026-10-08 | $2.61 | $3,599,019,518 | 11 / 8 |
| 2026-10-09 | $2.61 | $3,599,019,518 | 11 / 8 |
| 2026-10-10 | $2.61 | $3,599,019,518 | 11 / 8 |
| 2026-10-11 | $2.61 | $3,599,019,518 | 11 / 8 |
| 2026-10-12 | $2.61 | $3,599,019,518 | 11 / 8 |
| 2026-10-13 | $2.61 | $3,599,019,518 | 11 / 8 |
| 2026-10-14 | $2.61 | $3,594,617,415 | 11 / 8 |
| 2026-10-15 | $2.61 | $3,594,617,415 | 11 / 8 |
| 2026-10-16 | $2.61 | $3,594,617,415 | 11 / 8 |
| 2026-10-17 | $2.61 | $3,594,617,415 | 11 / 8 |
| 2026-10-18 | $2.61 | $3,594,617,415 | 11 / 8 |
| 2026-10-19 | $2.61 | $3,594,617,415 | 11 / 8 |
| 2026-10-20 | $2.61 | $3,595,770,224 | 11 / 8 |
| 2026-10-21 | $2.61 | $3,591,495,850 | 11 / 8 |
| 2026-10-22 | $2.61 | $3,592,490,125 | 11 / 8 |
| 2026-10-23 | $2.61 | $3,592,490,125 | 11 / 8 |
| 2026-10-24 | $2.61 | $3,592,490,125 | 11 / 8 |
| 2026-10-25 | $2.61 | $3,592,490,125 | 11 / 8 |
| 2026-10-26 | $2.61 | $3,592,490,125 | 11 / 8 |
| 2026-10-27 | $2.61 | $3,592,490,125 | 11 / 8 |
| 2026-10-28 | $2.61 | $3,591,934,570 | 11 / 8 |
| 2026-10-29 | $2.61 | $3,591,379,014 | 11 / 8 |
| 2026-10-30 | $2.62 | $3,591,379,014 | 10 / 7 |
| 2026-10-31 | $2.62 | $3,591,379,014 | 10 / 7 |
| 2026-11-01 | $2.62 | $3,591,379,014 | 10 / 7 |
| 2026-11-02 | $2.62 | $3,591,379,014 | 10 / 7 |
| 2026-11-03 | $2.62 | $3,591,379,014 | 10 / 7 |
| 2026-11-04 | $2.62 | $3,591,379,014 | 10 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 8 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
2 raises · 1 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.