Portland General Electric (POR)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
$46.01+0.02%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
QuarterlyIQ Insights · POR
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 2026-11-05.
The screen ranks POR 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 3 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.
Industrial demand grew 9% on a weather-adjusted basis year over year, and cooler summer weather reduced residential and small-commercial demand,” said Maria Pope, President and CEO.
Stated in 3 of 4 supplied quarters. Management reported: “Industrial demand grew 9% on a weather-adjusted basis year over year, and cooler summer weather reduced residential and small-commercial demand,” said Maria Pope, President and CEO.” “Page 1 Additional Company Updates Washington Acquisition Update On March 30, PGE and PacifiCorp submitted a joint application with the Washington Utility and Transportation (WUTC) Commission seeking approval of PGE's proposed acquisition of PacifiCorp's Washington utility operations.”
“Industrial demand grew 9% on a weather-adjusted basis year over year, and cooler summer weather reduced residential and small-commercial demand,” said Maria Pope, President and CEO.”
“Page 1 Additional Company Updates Washington Acquisition Update On March 30, PGE and PacifiCorp submitted a joint application with the Washington Utility and Transportation (WUTC) Commission seeking…”
“The contracts build on PGE's track record of strong industrial demand, which has grown at a 10% compounded annual growth rate from 2020 to 2025, and forecast to continue at this rate through 2030.”
Third Quarter 2026 Earnings Compared to Third Quarter 2025 Earnings On an adjusted basis, third quarter earnings reflected continued execution on cost management initiatives, regulatory recovery and…
Stated in 3 of 4 supplied quarters. Management reported: “Third Quarter 2026 Earnings Compared to Third Quarter 2025 Earnings On an adjusted basis, third quarter earnings reflected continued execution on cost management initiatives, regulatory recovery and strong industrial load growth, partially offset by the impact of the mildest third quarter in a decade.” “Operations and maintenance expense decreased, reflecting ongoing cost management efforts, while depreciation and interest expense increased due to continued capital investment in the system.”
Page 1 Additional Company Updates Washington Acquisition Update On March 30, PGE and PacifiCorp submitted a joint application with the Washington Utility and Transportation (WUTC) Commission seeking…
Stated in 2 of 4 supplied quarters. Management reported: “Page 1 Additional Company Updates Washington Acquisition Update On March 30, PGE and PacifiCorp submitted a joint application with the Washington Utility and Transportation (WUTC) Commission seeking approval of PGE's proposed acquisition of PacifiCorp's Washington utility operations.” “Corporate Structure / Holding Company Update PGE continued to advance its proposed holding company structure, with OPUC Staff recommending approval of the proposal, subject to certain conditions.”
Quarterly Dividend As previously announced, on April 24, 2026, the board of directors of Portland General Electric Company approved a quarterly common stock dividend of 55.125 cents per share.
Stated in 2 of 4 supplied quarters. Management reported: “Quarterly Dividend As previously announced, on April 24, 2026, the board of directors of Portland General Electric Company approved a quarterly common stock dividend of 55.125 cents per share.” “2026 Earnings Guidance PGE is reaffirming 5% to 7% long-term earnings per share growth using a base of $3.08 per diluted share, the mid-point of original 2024 adjusted earnings guidance.”
Resource Planning and Procurement In October, PGE filed its 2026 Clean Energy Plan and Integrated Resource Plan with the OPUC, proposing two pathways to meet projected resource needs while maintainin…
Stated in 2 of 4 supplied quarters. Management reported: “Resource Planning and Procurement In October, PGE filed its 2026 Clean Energy Plan and Integrated Resource Plan with the OPUC, proposing two pathways to meet projected resource needs while maintaining reliability and advancing Oregon’s decarbonization goals.” “2025 All-Source Request for Proposals The OPUC acknowledged our 2025 RFP final shortlist on May 26, 2026, marking an important milestone in the resource procurement process.”
Over the trailing year it converted 2.37x 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).
17 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 2026-11-05.
“Third Quarter 2026 Earnings Compared to Third Quarter 2025 Earnings On an adjusted basis, third quarter earnings reflected continued execution on cost management initiatives, regulatory recovery and…”
“Operations and maintenance expense decreased, reflecting ongoing cost management efforts, while depreciation and interest expense increased due to continued capital investment in the system.”
““Strong operational performance and cost control are allowing us to navigate the impact of an unusually mild winter.””
“Page 1 Additional Company Updates Washington Acquisition Update On March 30, PGE and PacifiCorp submitted a joint application with the Washington Utility and Transportation (WUTC) Commission seeking…”
“17, 2026 Media Contact: Investor Contact: Drew Hanson Nick White Corporate Communications Investor Relations Phone: 503-464-2067 Phone: 503-464-8073 Portland General Electric announces acquisition of…”
“Quarterly Dividend As previously announced, on April 24, 2026, the board of directors of Portland General Electric Company approved a quarterly common stock dividend of 55.125 cents per share.”
“2026 Earnings Guidance PGE is reaffirming 5% to 7% long-term earnings per share growth using a base of $3.08 per diluted share, the mid-point of original 2024 adjusted earnings guidance.”
“Resource Planning and Procurement In October, PGE filed its 2026 Clean Energy Plan and Integrated Resource Plan with the OPUC, proposing two pathways to meet projected resource needs while maintainin…”
“2025 All-Source Request for Proposals The OPUC acknowledged our 2025 RFP final shortlist on May 26, 2026, marking an important milestone in the resource procurement process.”