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NYSE · US · Utilities - Regulated Electric

PEG Public Service Enterprise Group

Nuclear fleet in PJM

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$71.95
−0.09% today
1W
+2.3%
1M
+7.4%
3M
−8.0%
YTD
−8.1%
1Y
−10.5%
Off 52w high
−15.1%
Next earnings (est.): 2026-11-02
Market cap$35.90B
P/E (trailing)17.9Forward 15.5
EV / sales4.8×EV/EBITDA 13.6×
Revenue (TTM)$12.54BGrowth -8.9% y/y
Margins33.3%gross · op 18.9%
Free cash flow$108MCash $192M · debt $24.68B
Analyst target$81.79+13.7% upside · 19 analysts · buy
Riskβ 0.52Short 2.9% of float · yield 3.69%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

PEG · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS 0.86 vs 0.8 expected (+7.7% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS 1.55 vs 1.43 expected (+8.5% surprise).

  3. 6
    2026-02-26EarningsBeat / raise

    Reported EPS 0.72 vs 0.71 expected (+1.4% surprise).

  4. 5
    2025-11-03EarningsBeat / raise

    Reported EPS 1.13 vs 1.01 expected (+11.6% surprise).

  5. 4
    2025-08-05EarningsBeat / raise

    Reported EPS 0.77 vs 0.7 expected (+10.2% surprise).

  6. 3
    2025-04-30EarningsMiss / cut

    Reported EPS 1.43 vs 1.43 expected (-0.2% surprise).

  7. 2
    2025-02-25EarningsBeat / raise

    Reported EPS 0.84 vs 0.83 expected (+1.5% surprise).

  8. 1
    2024-11-04EarningsBeat / raise

    Reported EPS 0.9 vs 0.88 expected (+2.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-040.80.86+7.7%
2026-05-051.431.55+8.5%
2026-02-260.710.72+1.4%
2025-11-031.011.13+11.6%
2025-08-050.70.77+10.2%
2025-04-301.431.43−0.2%
2025-02-250.830.84+1.5%
2024-11-040.880.9+2.7%
2024-07-300.620.63+1.0%
2024-04-301.321.31−0.7%
2024-02-260.520.54+3.7%
2023-10-310.750.85+13.0%
2023-08-010.620.7+12.3%
2023-05-021.251.39+11.6%
2023-02-210.620.64+2.6%
2022-10-310.830.86+4.2%
2022-08-020.640.64−0.4%
2022-05-031.121.33+18.6%
2022-02-240.670.69+3.5%
2021-11-020.930.98+5.5%
2021-08-030.70.7−0.5%
2021-05-051.121.28+14.2%
2021-02-260.640.65+1.3%
2020-10-300.970.96−1.2%

About Public Service Enterprise Group

Website ↗

Public Service Enterprise Group Incorporated, through its subsidiaries, operates in electric and gas utility, and nuclear generation businesses in the United States. It operates through PSE&G and PSEG Power segments. The PSE&G segment transmits electricity; distributes electricity and natural gas to residential, commercial, and industrial customers; and appliance services and repairs to customers through its service territory, as well as invests in solar generation projects, and energy efficiency and related programs. The PSEG Power segment engages in nuclear generation businesses; and supplies power and natural gas to nuclear power plants. As of December 31, 2025, it had electric transmission and distribution system of 25,000 circuit miles and 871,000 poles; 58 switching stations with an installed capacity of 40,000 megavolt-amperes (MVA), and 238 substations with an installed capacity …

13,189 employees · Newark, United States

Hyperscalers buy electrons with duration. Existing reactors, uprates and restarts are the only large firm carbon-free supply available this decade.

Fuel→Reactor→PPA→Campus

What would prove us wrong. Weakens if hyperscaler PPAs stall and merchant power prices fall without demand growth.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
CEG
Constellation Energy
Largest US nuclear fleet; hyperscaler PPAs $253.7+0.12%−3.6%−27.9%
VST
Vistra
Nuclear and gas fleet with data-centre offtake $142.8+1.90%+3.1%−11.1%
TLN
Talen Energy
Nuclear-adjacent campus power $339.3+3.48%+11.5%−9.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.