OGE Energy (OGE)
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
$49.37+1.02%
Close 2026-10-29 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
Research Workspace
Put OGE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Multi-Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Manage regulatory risks without major valuation impact: Qualitative: 1 legal setback (Jun 2026) vs No major penalties.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskOGE’s earnings growth and dividend are supported by strong financial performance and cash-backed profits. Recent quarterly EPS moved from a miss to an inline result, then a beat. Third-quarter 2026 GAAP EPS beat consensus by 9.4%. OGE trades at 2× P/B, matching the 2× peer median, while expectations look modest versus our view. A 22% next-quarter miss probability and regulatory risks threaten that case. Peer multiples imply a price about 11% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. OGE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering OGE (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for OGE in the last 4 months.
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Compare OGE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OGE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Multi-Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put OGE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain and grow consolidated earnings per share
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $49.37
The last 12 months of price, then the range of analyst 12-month targets from today’s $49.37.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Higher 2026 EPS guidance supports earnings growth; expanded capital plan adds execution and financing considerations.
Advances: Maintain dividend payout at $0.425 per share quarterly
Dividend increase supports capital allocation objective.
Threatens: Advance investments to support reliable, affordable service
Storms disrupt service reliability, impacting customer satisfaction.
Advances: Focus on operational efficiency
Strong electric income supports operational efficiency objective.
Advances: Focus on operational efficiency
Data center growth supports operational efficiency and revenue.
Legal setback raises regulatory risks impacting valuation.
Advances: Maintain dividend payout
Quarterly dividend declaration supports capital allocation objective.
Google data center deal enhances growth outlook.
