| Profitability | 44/100 |
| Growth | 63/100 |
| Momentum | 89/100 |
| Quality | 63/100 |
| Earnings Quality | 76/100 |
| Balance Sheet | 24/100 |
| Value | 54/100 |
| Risk (safety) | 15/100 |
| Overall | 42.2/100 |
| Symbol | IS Score |
|---|---|
| ETR | 37 |
| XEL | 25 |
| ELC | 46 |
| AEP | 48 |
| EXC | 38 |
| ED | 51 |
| D | 42 |
These two disagree — business quality 42, price structure 70 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 42.2 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 41 → 45 → 47 → 42 | the direction matters more than the level |
| Technical vote share back above 50% | now 64% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,547 → now 1,547 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,547 | 718.1M | $48.0B | 81.7% |
| 2026 Q1 | 1,479 | 696.1M | $42.3B | 79.2% |
| 2025 Q4 | 1,444 | 724.8M | $41.6B | 82.4% |
| 2025 Q3 | 1,401 | 696.8M | $41.5B | 79.2% |
| 2025 Q2 | 1,350 | 695.9M | $38.2B | 79.1% |
| 2025 Q1 | 1,403 | 659.2M | $35.8B | 75.0% |
| 2024 Q4 | 1,367 | 649.3M | $34.0B | 73.8% |
| 2024 Q3 | 1,340 | 642.1M | $35.9B | 73.0% |
| 2024 Q2 | 1,267 | 634.4M | $30.9B | 72.1% |
| 2024 Q1 | 1,224 | 634.8M | $30.5B | 72.2% |
| 2023 Q4 | 1,234 | 611.4M | $29.8B | 69.5% |
| 2023 Q3 | 1,194 | 612.9M | $26.6B | 69.7% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Lovejoy Kristin G | director | 2026-05-07 | A-Award | 4,687 | $0.30M | 25,407 |
| Kington Mark J | director | 2026-05-07 | A-Award | 5,005 | $0.32M | 140,628 |
| Sutherland Vanessa Allen | director | 2026-05-05 | A-Award | 4,687 | $0.30M | 19,415 |
| Story Susan N | director | 2026-05-05 | A-Award | 2,820 | $0.18M | 35,190 |
| Story Susan N | director | 2026-05-05 | A-Award | 2,661 | $0.17M | 24,965 |
| Spilman Robert H Jr | director | 2026-05-05 | A-Award | 5,084 | $0.32M | 29,426 |
| Lyash Jeffrey J. | director | 2026-05-05 | A-Award | 2,820 | $0.18M | 5,826 |
| Royal Pamela J. | director | 2026-05-05 | A-Award | 2,820 | $0.18M | 44,986 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2023-12-01 | Leopold Diane | 6,250 | $0.3M |
| 2023-06-01 | Leopold Diane | 6,250 | $0.3M |
| Trailing 12 mo | 0 filings | — | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-12 | SCHEDULE 13G/A | Capital Research Global Investors | 8.40% | 73.9M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.42% | 65.3M sh |
| 2026-02-10 | SCHEDULE 13G | Wellington Management Company LLP | 5.00% | 44.9M sh |
| 2025-11-13 | SCHEDULE 13G/A | Capital Research Global Investors | 6.40% | 54.9M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Josh Gottheimer | House | SELL | $1,001 - $15,000 | 2025-04-09 | 2025-05-14 |
| Josh S. Gottheimer | House | SELL | $1,001 - $15,000 | 2025-04-08 | 2025-05-14 |
| Thomas R. Carper | Senate | BUY | $1,001 - $15,000 | 2024-03-28 | 2024-03-29 |
| Thomas R. Carper | Senate | BUY | $1,001 - $15,000 | 2024-03-28 | 2024-03-28 |
| Thomas Richard Carper | Senate | BUY | $1,001 - $15,000 | 2024-03-28 | 2024-03-28 |
| Manager | Shares | Value |
|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish N | 581,917 | $35M |
| Wealth Enhancement Advisory Servic | 457,982 | $28M |
| Godsey & Gibb, Inc | 381,700 | $23M |
| Davenport & Co Llc | 366,493 | $22M |
| Oak Grove Capital Llc | 286,283 | $17M |
| Ifm Investors Pty Ltd | 282,419 | $17M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $1.7B |
| VTI | 0.1% | $1.7B |
| VSMPX | 0.1% | $1.7B |
| VTSAX | 0.1% | $1.7B |
| VFINX | 0.1% | $1.4B |
| VFIAX | 0.1% | $1.4B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 5.9M | 62 sh |
| Ubsa Ubs Ats | 3.6M | 51 sh |
| Ebxl Level Ats | 3.5M | 41 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.6M | 77 sh |
| Sgmt Sigma X2 | 2.3M | 62 sh |
| Mspl Ms Pool (Ats-4) | 1.7M | 189 sh |
Moat score 39/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Robert Blue | President, Chief Executive Officer & Chairman of the Board |
| Carlos Brown | EVP, Chief Admin & Projects Officer, Corporate Secretary and President of Dominion Energy Services |
| Steven D. Ridge | Executive Vice President & Chief Financial Officer |
| Edward H. Baine | Executive Vice President of Utility Operations & President of Dominion Energy Virginia |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | -19.4% | +22.1% | +3.3% | +0.5% | +14.2% |
| Gross profit | -25.9% | +17.8% | +9.1% | -0.5% | +16.9% |
| Operating income | -2.9% | -28.2% | +138.2% | -4.9% | +35.9% |
| Net income | -947.6% | -61.1% | +50.9% | +6.5% | +41.1% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 11.4 | 13.9 | 14.4 | 14.5 | 16.5 | |
| Cost of revenue | 6.0 | 7.6 | 7.4 | 7.5 | 8.4 | |
| Gross profit | 5.4 | 6.4 | 7.0 | 6.9 | 8.1 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Operating income | 2.0 | 1.4 | 3.4 | 3.2 | 4.4 | |
| EBITDA | 5.4 | 6.4 | 6.8 | 6.7 | 8.0 | |
| D&A | 2.8 | 3.1 | 3.1 | 2.6 | 2.4 | |
| Pretax income | 1.9 | 0.5 | 2.7 | 2.2 | 3.6 | |
| Income tax | -0.2 | 0.1 | 0.6 | 0.3 | 0.5 | |
| Net income | 3.4 | 1.3 | 2.0 | 2.1 | 3.0 | |
| Diluted EPS ($) | 3.98 | 1.09 | 2.29 | 2.44 | 3.45 | |
| Diluted shares (M) | 808 | 835 | 836 | 839 | 855 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.1 | 0.2 | 0.3 | 0.2 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.5 | 2.5 | 2.5 | 3.4 | |
| Total current assets | 9.9 | 25.4 | 6.6 | 8.1 | |
| PP&E (net) | 52.3 | 58.8 | 68.9 | 79.0 | |
| Goodwill + intangibles | 5.0 | 5.1 | 5.3 | 5.8 | |
| Total assets | 104.8 | 109.0 | 102.4 | 115.9 | |
| Accounts payable | 1.2 | 0.9 | 1.1 | 1.3 | |
| Short-term debt | 6.8 | 11.0 | 4.2 | 4.9 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 13.5 | 24.5 | 9.3 | 10.4 | |
| Long-term debt | 34.4 | 33.1 | 37.3 | 44.1 | |
| Total liabilities | 77.1 | 81.5 | 72.2 | 82.4 | |
| Shareholders' equity | 27.7 | 27.5 | 30.2 | 33.4 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 2.2 | 1.9 | 3.1 | |
| D&A | 3.1 | 2.6 | 2.3 | 2.7 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (3.3) | 0.0 | 0.5 | (1.7) | |
| Operating cash flow | 3.7 | 6.6 | 5.0 | 5.4 | |
| Capital expenditures | (7.8) | (10.2) | (12.4) | (12.6) | |
| Investing cash flow | (6.7) | (7.2) | (3.2) | (13.0) | |
| Buybacks | (1.6) | 0.0 | (0.8) | 0.0 | |
| Dividends paid | (2.2) | (2.2) | (2.2) | (2.3) | |
| Debt issuance / (repay) | 5.1 | 2.9 | (2.2) | 7.0 | |
| Financing cash flow | 3.0 | 0.6 | (1.8) | 7.6 | |
| Free cash flow | (4.1) | (3.7) | (7.4) | (7.3) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 12.3% | 3.6% | 7.1% | 6.9% | 10.6% | 9% | |
| ROA | 3.4% | 1.0% | 1.8% | 1.8% | 2.7% | 2.1% | |
| ROIC | 3.9% | 2.2% | 3.7% | 4.1% | 4.8% | 3.4% | |
| Gross margin | 47.4% | 45.8% | 48.3% | 47.9% | 49.0% | 49.3% | |
| Operating margin | 17.5% | 10.3% | 23.7% | 22.5% | 26.7% | 25.1% | |
| Net margin | 29.8% | 9.5% | 13.9% | 14.7% | 18.2% | 13.9% | |
| EBITDA margin | 47.2% | 45.7% | 47.4% | 46.4% | 48.6% | 41.7% | |
| FCF margin | -14.5% | -24.2% | -25.4% | -51.2% | -44.1% | — | |
| VALUATION | |||||||
| P/E | 16.09 | 44.32 | 18.23 | 23.16 | 16.72 | 22.0 | |
| P/B | 1.94 | 1.59 | 1.30 | 1.61 | 1.72 | 1.9 | |
| P/S | 3.79 | 2.63 | 2.48 | 3.03 | 3.04 | 3.05 | |
| P/FCF | -26.14 | -10.86 | -9.76 | -5.91 | -6.88 | -8.2 | |
| EV/EBITDA | 15.31 | 11.13 | 11.23 | 12.37 | 12.72 | 14.3 | |
| EV/Revenue | 6.67 | 5.08 | 5.55 | 5.89 | 5.99 | 6.0 | |
| Earnings yield | 6.2% | 2.3% | 5.5% | 4.3% | 6.0% | 4.57% | |
| FCF yield | -3.8% | -9.2% | -10.2% | -16.9% | -14.5% | -12.21% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.84 | 0.73 | 1.04 | 0.71 | 0.77 | 0.81 | |
| Quick ratio | 0.65 | 0.62 | 0.97 | 0.52 | 0.59 | 0.64 | |
| Debt / equity | 1.49 | 1.49 | 1.61 | 1.53 | 1.68 | 1.85 | |
| Debt / assets | 40.7% | 39.3% | 40.6% | 40.8% | 42.2% | 43.8% | |
| Net debt / EBITDA | 6.62 | 5.37 | 6.20 | 6.01 | 6.27 | 6.95 | |
| Interest coverage | 2.45 | 2.55 | 2.41 | 2.28 | 2.65 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.14 | 0.16 | 0.13 | 0.14 | 0.15 | 0.15 | |
| Receivables turnover | 6.19 | 7.67 | 6.53 | 6.54 | 7.02 | 5.2 | |
| DSO (days) | 59 | 48 | 56 | 56 | 52 | 70 | |
| DPO (days) | 54 | 47 | 51 | 50 | 54 | 49 | |
| Cash conversion cycle | 85 | 64 | 84 | 89 | 79 | 100 | |
| GROWTH (YoY) | |||||||
| Revenue growth | -1.5% | 20.0% | -14.1% | 0.5% | 14.2% | — | |
| Net income growth | 920.0% | -69.8% | 97.4% | -3.6% | 58.5% | — | |
| EPS growth | 921.8% | -70.6% | 96.7% | -5.2% | 57.9% | — | |
| FCF growth | -83.3% | -100.5% | 9.7% | -102.3% | 1.7% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 4.05 | 1.19 | 2.34 | 2.22 | 3.51 | 2.90 | |
| Book value / share | 33.67 | 33.12 | 32.85 | 31.99 | 34.00 | 38.22 | |
| Revenue / share | 17.22 | 20.06 | 17.18 | 16.97 | 19.30 | 20.83 | |
| FCF / share | -2.50 | -4.86 | -4.37 | -8.70 | -8.51 | -7.76 | |
| Cash / share | 0.35 | 0.14 | 0.22 | 0.36 | 0.29 | 0.34 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 3.7% | 0.0% | 1.8% | 0.0% | — | |
| Altman Z-Score | 0.75 | 0.64 | 0.57 | 0.64 | 0.66 | 0.7 | |
| Piotroski F-Score | 6 | 5 | 6 | 4 | 7 | 6/9 | |
| Beneish M-Score | -2.47 | -2.42 | -2.78 | -2.52 | -2.27 | -2.25 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 0.7 | Distress (<1.81) | Distress |
| Income quality | 1.94 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.25 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.82 |
| Interest burden | 0.62 |
| Operating margin | 27.5% |
| Asset turnover | 0.16× |
| Financial leverage | 4.09× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.53 |
| Earnings stability | 0.00 |
| Earnings persistence | 0.95 |
| Revenue CAGR 3y | 4.8% |
| EPS CAGR 3y | 1.7% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| ETR | $50.2B | 26.5 | 10% | 13.8% | +9.5% | 6/9 | +10.2% |
| XEL | $47.7B | 20.8 | 10% | 18.8% | +4.7% | 3/9 | -5.9% |
| ELC | $45.8B | 4.6 | 13% | 13.7% | +9.5% | 8/9 | -13.9% |
| AEP | $69.2B | 21.8 | 10% | 13.1% | +7.7% | 5/9 | +9.0% |
| EXC | $44.8B | 15.9 | 10% | 6.6% | +6.6% | 8/9 | — |
| ED | $41.4B | 18.3 | 9% | 7.6% | +9.5% | 8/9 | — |
| EXCVV | $41.1B | 3.8 | 10% | 11.0% | +5.3% | 6/9 | — |
| PEG | $35.6B | 17.7 | 12% | 13.1% | +12.7% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $18.40B | $19.64B / $17.65B | $3.59 | $3.62 / $3.58 | 9 |
| FY2027 | $19.59B | $20.32B / $18.68B | $3.81 | $3.84 / $3.78 | 10 |
| FY2028 | $20.78B | $22.44B / $19.13B | $4.08 | $4.11 / $4.05 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $62.00 | -2.5% | 1 |
| Last Quarter | $69.80 | +9.8% | 5 |
| Last Year | $68.54 | +7.8% | 24 |
| All Time | $69.19 | +8.9% | 59 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $61.65 | +1.91 | +3.10% | Above |
| SMA 50 | $64.35 | -0.79 | -1.23% | Below |
| SMA 200 | $64.32 | -0.76 | -1.18% | Below |
| EMA 9 | $62.46 | +1.10 | +1.76% | Above |
| EMA 21 | $62.49 | +1.07 | +1.71% | Above |
| EMA 50 | $63.91 | -0.35 | -0.55% | Below |
| EMA 200 | $63.94 | -0.38 | -0.59% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $63.04 / $63.67 / $64.48 | S1 / S2 | $62.23 / $61.60 |
| Bollinger (20,2) | $59.76 – $63.54 | Squeeze | Off |
| 52-wk range | $55.85 – $72.99 | Off 52-wk high | -12.9% |
| ATR (14) | $1.09 (1.7%) | Historical vol | 14.9% |
| Computed from live weekly prices | D | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.55% | 1.83% |
| Best / worst week (1y) | +8.5% / -6.1% | — |
| Max drawdown (5y, monthly) | -50.8% | — |
| 1-week VaR (95%) | -4.4% | — |
| Beta (5y) | 0.62 | 1.00 |
| Reading | D | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +3.8 | -9.5 | -13.6 | -20.5 |
| Trend | -1.0 | -2.4 | -17.2 | -21.3 |
| Momentum | +39.4 | +7.1 | -4.2 | -15.8 |
| Volume | +25.3 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Robert M. Blue Chair, President and Chief Ex | $25.1M | 55% equity+incentive |
| Carlos M. Brown Executive Vice President, Ch | $7.9M | 45% equity+incentive |
| Steven D. Ridge Executive Vice President and | $6.4M | 50% equity+incentive |
| Edward H. Baine Executive Vice President - U | $6.0M | 37% equity+incentive |
| Energy Virginia Eric S. Carr Chief Nuclear O | $5.1M | 42% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 61 |
| Social | 75 |
| Governance | 75 |
| Composite ESG | 70 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-14 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-09-03 | Shareholder Vote | 5.07 |
| 2026-08-25 | Other Events | 8.01 |
| 2026-07-31 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-16 | Other Events; Exhibits | 8.01,9.01 |
| 2026-06-05 | Other Events; Exhibits | 8.01,9.01 |
| 2026-05-22 | Other Events | 8.01 |
| 2026-05-18 | Material Agreement; Regulation FD; Exhibits | 1.01,7.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-05 to 2026-07-31 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 112 rows · 1987 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-02-25 to 2026-05-07 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-11-13 to 2026-08-12 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.