Pulling SEC filings + quote and writing the call…

OGE ENERGY CORP.
Next earnings Jul 28, 2026 · consensus $0.57 EPS, $781M rev
Last earnings -0.5% on 2026-04-29
Steady regulated Oklahoma utility with growing commercial load and a ~3% dividend, fairly valued at 20.4x — a hold for income, not capital gains.
Sources: SEC EDGAR (CIK 0001021635, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:33 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Fundamentals and price both look middling — no strong edge either way.
OGE Energy is the holding company for OG&E, a vertically integrated regulated electric utility serving Oklahoma and western Arkansas with 6,921 MW of generating capability. It is a classic regulated-utility profile: FY2025 revenue rose 9.4% to $3.19B, net income grew 6.6% to $471M, and diluted EPS rose 5.9% to $2.32, with a healthy 25.1% operating margin and 54.9% gross margin reflecting rate-regulated returns. The most encouraging detail in the MD&A is load growth: commercial revenue jumped to $955.7M from $816.5M (and $666.7M in 2023), a sign of strong demand in OG&E's service territory that supports continued rate-base investment.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.59B | $3.30B | $2.61B | $2.92B | $3.19B |
| Gross profit | — | — | — | — | — |
| Operating income | $544M | $650M | $650M | $745M | $799M |
| Net income | $737M | $666M | $417M | $442M | $471M |
| Diluted EPS | $3.68 | $3.32 | $2.07 | $2.19 | $2.32 |
| Net margin | 20.5% | 20.1% | 16.0% | 15.1% | 14.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1074 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-05-21 | SULTEMEIER WILLIAM H GC, Corp. Sec, CCO | Sell | 7.34K @ $47.97 | $352K |
| 2026-02-24 | Stafford Sarah R. Controller and CAO | Sell | 6.13K @ $47.77 | $293K |
| 2026-02-23 | Ganske Lyle G. Director | Buy | 10.4K @ $47.99 | $500K |
| 2026-02-16 | Trauschke Sean COB, President, CEO | Award | 70.9K | |
| 2026-02-16 | Trauschke Sean COB, President, CEO | Tax | 31.3K @ $46.64 | $1.46M |
| 2026-02-16 | Trauschke Sean COB, President, CEO | Award | 43.2K | |
| 2026-02-16 | SULTEMEIER WILLIAM H GC, Corp. Sec, CCO | Award | 11.0K | |
| 2026-02-16 | SULTEMEIER WILLIAM H GC, Corp. Sec, CCO | Tax | 4.85K @ $46.64 | $226K |
| 2026-02-16 | SULTEMEIER WILLIAM H GC, Corp. Sec, CCO | Award | 5.97K | |
| 2026-02-16 | Stafford Sarah R. Controller and CAO | Award | 4.56K | |
| 2026-02-16 | Stafford Sarah R. Controller and CAO | Tax | 2.02K @ $46.64 | $94.3K |
| 2026-02-16 | Stafford Sarah R. Controller and CAO | Award | 2.50K |