Earnings summaries and quarterly performance for OGE ENERGY.
Executive leadership at OGE ENERGY.
Sean Trauschke
Detailed
Chief Executive Officer
CEO
CW
Charles Walworth
Detailed
Chief Financial Officer and Treasurer
DP
David Parker
Detailed
Vice President, Technology, Data and Security
DJ
Donnie Jones
Detailed
Vice President, Utility Operations
WS
William Sultemeier
Detailed
General Counsel, Corporate Secretary and Chief Compliance Officer
Board of directors at OGE ENERGY.
Research analysts who have asked questions during OGE ENERGY earnings calls.
AG
Aditya Gandhi
Wolfe Research
5 questions for OGE
Also covers: ATO, LNT
BR
Brian Russo
Jefferies
5 questions for OGE
Also covers: AEE, ALE, AVA +10 more
CH
Chris Hark
Mizuho
4 questions for OGE
Also covers: AVA
Nicholas Campanella
Barclays
4 questions for OGE
Also covers: AEE, AEP, AES +33 more
SD
Stephen D’Ambrisi
Ladenburg Thalmann
3 questions for OGE
Also covers: D, DUK, PNW +2 more
AC
Anthony Crowdell
Mizuho Financial Group
2 questions for OGE
Also covers: AEE, AEP, AES +30 more
DC
Durgesh Chopra
Evercore ISI
2 questions for OGE
Also covers: AEE, AEP, AES +22 more
Julien Dumoulin-Smith
Jefferies
2 questions for OGE
Also covers: AEE, AEP, AES +61 more
KL
Konstantin Lednev
Guggenheim Partners
2 questions for OGE
Also covers: CNP, DTE, EIX +4 more
MB
Michael Brown
Wells Fargo Securities
2 questions for OGE
Also covers: APO, ARES, BAM +20 more
NR
Nathan Richardson
Barclays
2 questions for OGE
Also covers: EVRG, LNT, POR
WM
Whitney Mutalemwa
Jefferies
2 questions for OGE
Also covers: AVA, GEVO, IDA
BR
Brian Roussillon
Jefferies
1 question for OGE
Also covers: AVA
CL
Constantine Lednev
Wells Fargo
1 question for OGE
Also covers: ETR
DL
Dylan Lipner
Ladenburg Thalmann
1 question for OGE
Also covers: CPK, PNW, SR +1 more
James Constantine
Wells Fargo
1 question for OGE
PF
Paul Fremont
Ladenburg Thalmann
1 question for OGE
Also covers: AEE, CNP, CPK +18 more
SD
Steve D'Ambrisi
RBC Capital Markets
1 question for OGE
Also covers: AEE, DUK, ETR +3 more
TM
Travis Miller
Morningstar
1 question for OGE
Also covers: CMS, DTE, ES +10 more
Recent press releases and 8-K filings for OGE.
OGE Energy Reports Strong 2025 Earnings and Provides 2026 Outlook
OGE
Earnings
Guidance Update
New Projects/Investments
- OGE Energy reported consolidated earnings of $2.32 per share for the full year 2025, with the electric company contributing $2.47 per share and a holding company loss of $0.15 per share.
- For 2026, the company provided consolidated earnings guidance of $2.43 per share (range $2.38-$2.48) and reiterated a long-term EPS growth target of 5%-7% through 2028.
- OGE plans to file a rate review in Oklahoma mid-year 2026 and is evaluating a potential filing in Arkansas later in the year.
- Strategic initiatives include finalizing a 1-gigawatt contract with a data center customer, seeking pre-approval for the 300-megawatt Frontier Energy Storage Project, and being assigned a significant portion of the Seminole to Shreveport 765-kV line.
- The company expects to issue approximately $300 million of debt at the electric utility in 2026, having satisfied equity needs through 2030 with an equity offering in November.
Feb 18, 2026, 2:00 PM
OGE Energy Reports Strong 2025 Earnings and Provides 2026 Guidance
OGE
Earnings
Guidance Update
New Projects/Investments
- OGE Energy reported consolidated earnings of $2.32 per share for 2025, achieving the top half of its guidance, and provided 2026 consolidated earnings guidance of $2.43 per share (range $2.38-$2.48).
- The company saw 7% weather-normalized load growth in 2025 and anticipates 4%-6% growth in 2026, building on a 24% increase since 2021.
- Key growth initiatives include advancing the 300 MW Frontier Energy Storage Project, addressing 1.9 GW of capacity needs by 2031 through RFPs, and finalizing a 1 GW contract with a data center customer.
- OGE was assigned a significant portion of the Seminole to Shreveport 765-kV line, estimated at approximately 20% of its current capital plan, and plans to file a rate review in Oklahoma mid-year 2026.
Feb 18, 2026, 2:00 PM
OGE Energy Reports Strong 2025 Earnings, Issues 2026 Guidance, and Details Growth Initiatives
OGE
Earnings
Guidance Update
New Projects/Investments
- OGE Energy reported consolidated earnings of $2.32 per share for 2025 and provided 2026 consolidated earnings guidance of $2.43 per share (midpoint of $2.38-$2.48), targeting 5%-7% long-term EPS growth.
- The company experienced 7% weather-normalized load growth in 2025 and anticipates 4%-6% in 2026, driven by strong local economies and large load opportunities, including finalizing a 1-gigawatt contract with a data center customer.
- Significant infrastructure investments are underway, including seeking pre-approval for the 300-megawatt Frontier Energy Storage Project, issuing RFPs for additional generation, and being assigned a substantial portion of the Seminole to Shreveport 765-kV transmission line. The draft 2026 IRP identifies 1.9 gigawatts of capacity needs by 2031.
- OGE plans to file a rate review in Oklahoma mid-year 2026 and is evaluating an Arkansas rate review later in the year. Financing plans for 2026 include issuing approximately $300 million of debt at the electric utility, with equity needs covered through 2030.
Feb 18, 2026, 2:00 PM
OGE Energy Reports Strong 2025 Results and Provides 2026 Guidance
OGE
Earnings
Guidance Update
New Projects/Investments
- OGE Energy reported consolidated earnings of $2.32 per average diluted share for 2025, with electric company earnings at $2.47 per average diluted share and other operations showing a loss of $0.15 per average diluted share. These results were at the upper end of their earning guidance range.
- For 2026, the company provided consolidated earnings guidance with a midpoint of $2.43 per share, ranging from $2.38 per share to $2.48 per share.
- OGE Energy increased its long-term earnings growth target to the top half of 5-7% through 2028 and expanded its five-year capital plan by approximately $1 billion to support critical expansion projects.
- The company's five-year investment plan from 2026 to 2030 totals $7,285 million, with significant allocations to Oklahoma Distribution ($3,615 million) and Transmission ($1,325 million).
Feb 18, 2026, 2:00 PM
OGE Energy Corp. Reports 2025 Results and Provides 2026 Outlook
OGE
Earnings
Guidance Update
Dividends
- OGE Energy Corp. reported diluted earnings per share of $2.32 in 2025, an increase from $2.19 in 2024, with net income reaching $470.7 million in 2025 compared to $441.5 million in 2024.
- For the three months ended December 31, 2025, OGE Energy reported net income of $69.2 million, or $0.34 per diluted share, compared with $101.9 million, or $0.50 per diluted share, in the same period of 2024.
- The company's 2026 consolidated earnings guidance has a midpoint of $2.43 per average diluted share, within a range of $2.38 to $2.48.
- OGE Energy expects to grow consolidated earnings per share annually between 5% and 7% from the midpoint of 2026's guidance range through 2028.
- On February 17, 2026, the Board of Directors approved a second quarter dividend of $0.425 per common share, to be paid on April 24, 2026.
Feb 18, 2026, 12:00 PM
OGE Energy Corp. Reports 2025 Results and Provides 2026 Outlook
OGE
Earnings
Guidance Update
Dividends
- OGE Energy Corp. reported diluted earnings of $2.32 per share for 2025, an increase from $2.19 per diluted share in 2024.
- For the fourth quarter ended December 31, 2025, the company reported net income of $0.34 per diluted share, compared to $0.50 per diluted share in the same period of 2024.
- The company provided 2026 consolidated earnings guidance in the range of $2.38 to $2.48 per average diluted share, with a midpoint of $2.43.
- The Board of Directors approved a second quarter dividend of $0.425 per common share, payable on April 24, 2026, to shareholders of record on April 6, 2026.
Feb 17, 2026, 11:56 PM
OGE Energy Corp. Prices Public Offering of Common Stock
OGE
New Projects/Investments
- OGE Energy Corp. priced an underwritten public offering of 8,023,256 shares of its common stock at $43.00 per share.
- The offering includes 4,011,628 shares sold directly by OGE Energy Corp. and 4,011,628 shares sold by forward sellers, with an option for underwriters to purchase up to 1,203,488 additional shares.
- The company entered into separate forward sale agreements with Morgan Stanley & Co. LLC and JPMorgan Chase Bank, National Association, New York Branch, at an initial forward sale price of $41.71 per share.
- Net proceeds from the direct sale and future settlement of the forward sale agreements will be used to fund capital expenditures (including the Horseshoe Lake generating units 13 and 14 and Ft. Smith to Muskogee Transmission line) and for other general corporate purposes, including to repay or refinance debt.
Nov 21, 2025, 4:50 AM
OGE Energy Corp. Announces Public Offering of Common Stock
OGE
New Projects/Investments
- OGE Energy Corp. has commenced an underwritten public offering of $345,000,000 of shares of its common stock.
- The offering is structured with OGE Energy Corp. directly selling approximately $172,500,000 of shares and forward sellers borrowing and selling an additional $172,500,000 of shares in connection with forward sale agreements.
- The company intends to use the net proceeds from the direct sale and upon settlement of the forward sale agreements to fund capital expenditures, including the Horseshoe Lake generating units 13 and 14 and Ft. Smith to Muskogee Transmission line, and for other general corporate purposes, such as repaying or refinancing debt.
- Morgan Stanley and J.P. Morgan are acting as joint lead bookrunners for the offering.
Nov 20, 2025, 9:47 PM
OGE Energy Corp. Reports Strong Q3 2025 Earnings and Updates on Growth Initiatives
OGE
Earnings
Guidance Update
New Projects/Investments
- OGE Energy Corp. reported consolidated earnings of $1.14 per share for Q3 2025, with electric company earnings at $1.20 per share and a holding company loss of $0.06 per share. The company remains confident in delivering results in the top half of its 2025 earnings guidance range and expects total retail normalized load growth of approximately 7.5% in 2025.
- The company is progressing with significant infrastructure investments, including 450 MW of natural gas generation expected to be operational by 2029, and a $250 million Fort Smith to Muskogee transmission line project planned for 2027-2029.
- Regulatory updates include an anticipated decision on the Oklahoma pre-approval request in the coming weeks, which, if approved, will shift the Oklahoma rate review to the second half of 2026. Additionally, OGE is in serious negotiations regarding data center load, with potential announcements expected soon.
Oct 29, 2025, 1:00 PM
OGE Reports Q3 2025 Earnings and Updates 2025 Guidance
OGE
Earnings
Guidance Update
New Projects/Investments
- OGE reported consolidated earnings of $1.14 per average diluted share for Q3 2025, an increase from $1.09 in Q3 2024.
- The company anticipates its 2025 EPS to be in the top half of its original guidance range.
- OGE issued $350 million in long-term debt at OG&E in April 2025 and has no fixed rate maturities until 2027.
- The updated capital plan for 2025 totals $1,150 million and includes projects such as 550 MW natural gas combustion turbines scheduled to become operational in 2026, and the Fort Smith to Muskogee transmission line.
Oct 29, 2025, 1:00 PM
Quarterly earnings call transcripts for OGE ENERGY.
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