Why Is OGE Energy (OGE) Up 1.4% Since Last Earnings Report?

A month has gone by since the last earnings report for OGE Energy (OGE). Shares have added about 1.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is OGE Energy due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for OGE Energy Corporation before we dive into how investors and analysts have reacted as of late.OGE Energy’s Q4 Earnings Beat Estimates, Revenues Rise Y/YThe company reported fourth-quarter 2025 earnings of 33 cents per share, which missed the Zacks Consensus Estimate of 30 cents by 10%. However, the figure declined 35.3% from 51 cents per share recorded in the year-ago quarter.OGE Energy’s RevenuesOGE’s operating revenues of $726 million declined 4.6% from $761 million recorded in the prior-year quarter. The top line missed the Zacks Consensus Estimate of $772 million by 5.9%.OGE’s Operational HighlightsTotal sales in the reported quarter were 8.2 million megawatt-hours (MWh), up from 7.7 MWh in the prior-year quarter. The company’s customer count increased 0.7% to 913,305.During 2025, the cost of fuel, purchased power and direct transmission increased 17% to $1.26 billion from $1.08 billion in the prior year.Total operating expenses for 2025 rose 3.2% to $1.20 billion, primarily driven by higher other operation and maintenance expenses.Operating income totaled $799.4 million in 2025, up 7.3% from the year-ago level of $745.3 million.Financial Highlights of OGEOGE had cash and cash equivalents of $0.2 million as of Dec. 31, 2025, compared with $0.6 million as of Dec. 31, 2024.Long-term debt totaled $5.37 billion as of Dec. 31, 2025, up from $5.02 billion as of Dec. 31, 2024.During 2025, OGE generated cash from operating activities worth $1.14 billion compared with the year-ago figure of $0.81 billion.OGE’s 2026 GuidanceThe company expects to generate earnings in the range of $2.38-$2.48 per share. The Zacks Consensus Estimate is pegged at $2.43, which is in line with the midpoint of the company’s guided range.How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.VGM ScoresCurrently, OGE Energy has a subpar Growth Score of D, though it is lagging a bit on the Momentum Score front with an F. However, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.OutlookEstimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. Notably, OGE Energy has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.Performance of an Industry PlayerOGE Energy is part of the Zacks Utility - Electric Power industry. Over the past month, Exelon (EXC), a stock from the same industry, has gained 1.4%. The company reported its results for the quarter ended December 2025 more than a month ago.Exelon reported revenues of $5.41 billion in the last reported quarter, representing a year-over-year change of -1.1%. EPS of $0.59 for the same period compares with $0.64 a year ago.For the current quarter, Exelon is expected to post earnings of $0.89 per share, indicating a change of -3.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.4% over the last 30 days.The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for Exelon. Also, the stock has a VGM Score of D.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report OGE Energy Corporation (OGE): Free Stock Analysis Report Exelon Corporation (EXC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks