OGE Energy (OGE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$50.63+3.10%
Close 2026-11-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
QuarterlyIQ Insights · OGE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within utilities on a research-validated quality screen. As of 2026-11-04.
The screen ranks OGE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated strong grew net income 68% of the time over the next year (vs 62% for the rest of the cohort, n=1127).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future…
Stated in 4 of 4 supplied quarters. Management reported: “"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future growth across our region," said Sean Trauschke, Chairman, President and CEO of OGE Energy Corp. Third Quarter 2026 results OG&E contributed net income of $320.9 million, or $1.54 per diluted share, in the third quarter compared to $242.9 million, or $1.20 per diluted share, in the same period 2025.” Revenue was $1.183 billion in 2026-Q3.
“"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future…”
“"Our second-quarter results reflect the strength of our business and the disciplined execution of our team as we advance investments that support reliable, affordable service for customers,” said Sea…”
““We’re executing our plan with discipline — propelling community growth, maintaining our low rates, and investing in the infrastructure our customers and communities will rely on for years to come,”…”
““Our momentum in 2025 delivered strong results that reflect our disciplined approach and continued commitment to deliver reliable electricity at low rates for our customers," said Sean Trauschke, OGE…”
OGE Energy now expects consolidated earnings between $2.62 to $2.68 per average diluted share.
Stated in 2 of 4 supplied quarters. Management reported: “The Company expects to grow consolidated earnings per share annually between 5% and 7% from the midpoint of 2026’s guidance range and is targeting the top half of the range through 2028.” “OGE Energy now expects consolidated earnings between $2.62 to $2.68 per average diluted share.”
“OGE Energy now expects consolidated earnings between $2.62 to $2.68 per average diluted share.”
"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future…
Stated in 2 of 4 supplied quarters. Management reported: “"Our second-quarter results reflect the strength of our business and the disciplined execution of our team as we advance investments that support reliable, affordable service for customers,” said Sean Trauschke, Chairman, President, and CEO of OGE Energy Corp. “We are making significant progress on initiatives that position OG&E for incremental growth while maintaining a strong focus on protecting existing customers as we prepare to serve new large-load opportunities and support economic development."”
"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future…
Stated in 4 of 4 supplied quarters. Management reported: ““We’re executing our plan with discipline, propelling community growth, maintaining our low rates, and investing in the infrastructure our customers and communities will rely on for years to come,” said Sean Trauschke, Chairman, President and CEO of OGE Energy Corp. First Quarter 2026 results OG&E contributed net income of $57.9 million, or $0.28 per diluted share, in the first quarter compared to $71.0 million, or $0.35 per diluted share, in the same period 2025.” ““Our momentum in 2025 delivered strong results that reflect our disciplined approach and continued commitment to deliver reliable electricity at low rates for our customers," said Sean Trauschke, OGE Energy Corp. Chairman, President and CEO.”
Continue paying a quarterly dividend of $0.425 per common share to shareholders.
Over the trailing year it converted 3.26x of net income into operating cash flow. Historically, Utilities names rated robust grew net income 71% of the time over the next year (vs 62% for the rest of the cohort, n=929).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Utilities names rated neutral grew net income 63% of the time over the next year (vs 65% for the rest of the cohort, n=1366).
Not investment advice. As of 2026-11-04.
“The Company expects to grow consolidated earnings per share annually between 5% and 7% from the midpoint of 2026’s guidance range and is targeting the top half of the range through 2028.”
“"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future…”
“"Our second-quarter results reflect the strength of our business and the disciplined execution of our team as we advance investments that support reliable, affordable service for customers,” said Sea…”
“"I'm proud of our team for delivering reliable service through record-setting weather conditions while continuing to execute on investments that strengthen the grid and position us to support future…”
“"Our second-quarter results reflect the strength of our business and the disciplined execution of our team as we advance investments that support reliable, affordable service for customers,” said Sea…”
““We’re executing our plan with discipline — propelling community growth, maintaining our low rates, and investing in the infrastructure our customers and communities will rely on for years to come,”…”
““Our momentum in 2025 delivered strong results that reflect our disciplined approach and continued commitment to deliver reliable electricity at low rates for our customers," said Sean Trauschke, OGE…”