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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 12.8% |
| Our one-year growth estimate | diamond | 5.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 7.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 18 industry peers · Company calendar date is not available
OGE — debt issuance
Dated 2026-10-28
Other Events. In connection with the commencement of an equity offering program under which shares (the “Shares”) of the common stock of OGE Energy Corp. (NYSE: OGE) (the “Company”) having an aggregate sales price of up to $750,000,000 may be offered and sold from time to time (the “Offering”), the Company filed today with the Securities and Exchange Commission (the “SEC”) a prospectus supplement dated October 28, 2026 (the “Prospectus Supplement”). The Shares may be offered and sold in amoun…
Why it matters: Warmer weather lifted third-quarter sales and earnings. The new full-year range assumes normal weather for the rest of 2026.
Worry ifOGE reports 2026 diluted earnings below $2.62 after normal weather in the fourth quarter.
Less concerning ifOGE reports at least $2.62 per share for 2026 and says results stayed within its normal-weather outlook.
Why it matters: OGE raised its 2026 earnings range after a strong third quarter. Results above the range floor would support the higher outlook.
Supportive ifOGE reports 2026 diluted earnings per share above $2.62, the low end of its new range.
Worry ifOGE reports 2026 diluted earnings per share below $2.62 or cuts its $2.62 to $2.68 range.
Why it matters: OG&E named new large-load customers as a growth focus. But the results name no customer or contract.
Supportive ifOG&E names a large-load customer and signs a service or power deal.
Worry ifOG&E reports no named customer or signed deal in its next two quarterly updates.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$79 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $173 loss on $10,000 · 1.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,135 loss on $10,000 · 11.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.