Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
WEC Energy Group (WEC)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$118.11+2.35%
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
6.00 → 6.03 EPS · FY ending Dec 31, 2027 · 8 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 9 to 8; 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 WEC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend increase to at least $3.81 per share | A supporting condition in WEC Energy Group's published investment case. The stated target is >= $3.81 dividend per share. | Intact | Dividend does not increase or falls below $3.81 | Dividend per share: $0.95 per share FY2026-Q3; GAAP. Published target: >= $3.81 dividend per share. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 20260.9525 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.
WEC is a regulated utility with a durable, capital-intensive growth profile, rather than a turnaround or speculative growth story. Its long-term thesis is intact, though the latest earnings miss and falling momentum make near-term execution less certain.
WEC is valued at a durable premium to peers, and the evidence describes its valuation as expensive and stretched. The expectations gap is positive, suggesting the market already expects solid performance; fragility is still rated low because weak execution is not accompanied by the full set of adverse conditions.
Over the multi-year view, the $37.5 billion capital plan and reported growth in electricity deliveries support continued investment and load growth, while nine-month earnings were higher and 2026 guidance was raised and narrowed. Near term, the October earnings miss and a recent decline in momentum raise execution risk, even though the reported miss risk is low and guidance was reaffirmed in July.
The main company-specific swing factor is whether WEC maintains guidance and delivers earnings while carrying out its capital plan and serving growing customer demand. Near-term sector support could come from lower interest rates or continued strong results and guidance from utility peers; a guidance cut would be a meaningful negative.
For the next one to three years, WEC’s thesis rests on steady earnings growth and disciplined delivery of its investment and load-growth plans, but its expensive valuation makes the latest miss important to monitor. 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 of $5.51 to $5.61 in 2026 |
| A primary condition in WEC Energy Group's published investment case. The stated target is >= $5.51 EPS. |
| Intact |
| EPS falls below $5.51 in FY26 |
Diluted EPS: $1.18 per share FY2026-Q3; GAAP. Published target: >= $5.51 EPS. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 20261.18 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. |
Revenue growth near 5% annually | A supporting condition in WEC Energy Group's published investment case. The stated target is >= 4.8% YoY revenue growth. | Intact | Revenue growth falls below 4.8% YoY | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast 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.
$6.01 → $6.03 · observed estimates
$10.83B → $10.78B · 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 | $6.01 | $10,832,044,100 | 9 / 15 |
| 2026-07-25 | $6.01 | $10,827,044,100 | 8 / 15 |
| 2026-07-26 | $6.01 | $10,827,044,100 | 8 / 15 |
| 2026-07-27 | $6.01 | $10,827,044,100 | 8 / 15 |
| 2026-07-28 | $6.00 | $10,645,118,326 | 8 / 11 |
| 2026-07-29 | $6.00 | $10,645,118,326 | 8 / 11 |
| 2026-07-30 | $6.00 | $10,645,667,169 | 8 / 11 |
| 2026-07-31 | $6.01 | $10,827,044,100 | 9 / 15 |
| 2026-08-01 | $6.00 | $10,647,938,676 | 9 / 11 |
| 2026-08-02 | $6.01 | $10,829,142,760 | 9 / 15 |
| 2026-08-03 | $6.01 | $10,829,142,760 | 9 / 15 |
| 2026-08-04 | $6.00 | $10,647,938,676 | 9 / 11 |
| 2026-08-05 | $6.00 | $10,647,938,676 | 9 / 11 |
| 2026-08-06 | $6.00 | $10,647,938,676 | 9 / 11 |
| 2026-08-08 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-09 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-10 | $6.01 | $10,805,986,560 | 9 / 15 |
| 2026-08-12 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-13 | $6.01 | $10,805,986,560 | 9 / 15 |
| 2026-08-14 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-15 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-16 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-17 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-18 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-19 | $6.00 | $10,680,498,820 | 9 / 11 |
| 2026-08-20 | $6.00 | $10,675,633,962 | 9 / 10 |
| 2026-08-21 | $6.00 | $10,675,633,962 | 9 / 10 |
| 2026-08-22 | $6.00 | $10,675,633,962 | 9 / 10 |
| 2026-08-23 | $6.00 | $10,675,633,962 | 9 / 10 |
| 2026-08-24 | $6.00 | $10,675,633,962 | 9 / 10 |
| 2026-08-25 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-08-26 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-08-27 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-08-28 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-08-29 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-08-30 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-08-31 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-01 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-02 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-03 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-04 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-05 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-06 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-07 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-08 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-09 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-10 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-11 | $6.00 | $10,675,205,390 | 8 / 10 |
| 2026-09-12 | $6.00 | $10,675,205,387 | 8 / 10 |
| 2026-09-13 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-14 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-15 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-16 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-17 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-18 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-19 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-20 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-21 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-22 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-23 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-24 | $6.00 | $10,675,205,390 | 9 / 10 |
| 2026-09-25 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-26 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-27 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-28 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-29 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-09-30 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-10-01 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-10-02 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-03 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-04 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-05 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-06 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-07 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-08 | $6.00 | $10,675,227,973 | 9 / 10 |
| 2026-10-09 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-10-10 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-10-11 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-10-12 | $6.00 | $10,675,205,387 | 9 / 10 |
| 2026-10-13 | $6.00 | $10,674,033,959 | 9 / 10 |
| 2026-10-14 | $6.00 | $10,674,605,387 | 9 / 10 |
| 2026-10-15 | $6.00 | $10,674,605,387 | 9 / 10 |
| 2026-10-16 | $6.00 | $10,674,605,387 | 9 / 10 |
| 2026-10-17 | $6.00 | $10,674,605,387 | 9 / 10 |
| 2026-10-18 | $6.00 | $10,674,819,673 | 9 / 10 |
| 2026-10-19 | $6.00 | $10,674,819,673 | 9 / 10 |
| 2026-10-20 | $6.00 | $10,675,199,402 | 9 / 10 |
| 2026-10-21 | $6.01 | $10,846,879,875 | 9 / 10 |
| 2026-10-22 | $6.01 | $10,846,723,721 | 9 / 10 |
| 2026-10-23 | $6.01 | $10,854,090,649 | 9 / 11 |
| 2026-10-24 | $6.01 | $10,854,090,649 | 10 / 11 |
| 2026-10-25 | $6.01 | $10,922,482,237 | 10 / 11 |
| 2026-10-26 | $6.01 | $10,922,482,237 | 10 / 11 |
| 2026-10-27 | $6.01 | $10,922,482,237 | 10 / 11 |
| 2026-10-28 | $6.01 | $10,856,782,352 | 10 / 11 |
| 2026-10-29 | $6.01 | $10,856,782,352 | 10 / 11 |
| 2026-10-30 | $6.01 | $10,724,416,302 | 10 / 11 |
| 2026-10-31 | $6.02 | $10,731,733,489 | 9 / 11 |
| 2026-11-01 | $6.02 | $10,731,733,489 | 9 / 11 |
| 2026-11-02 | $6.02 | $10,731,733,489 | 9 / 11 |
| 2026-11-03 | $6.02 | $10,750,586,766 | 8 / 11 |
| 2026-11-04 | $6.03 | $10,780,050,966 | 8 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 11 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
1 raises · 0 cuts · 0 unchanged · 3 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 3 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.