| Profitability | 45/100 |
| Growth | 37/100 |
| Momentum | 67/100 |
| Quality | 56/100 |
| Earnings Quality | 80/100 |
| Balance Sheet | 19/100 |
| Value | 53/100 |
| Risk (safety) | 15/100 |
| Overall | 36.1/100 |
| Symbol | IS Score |
|---|---|
| CNP | 42 |
| PPL | 43 |
| DTE | 32 |
| ES | 42 |
| AEE | 43 |
| DTY | 43 |
| FE | 36 |
These two disagree — business quality 36, price structure 82 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 36.1 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 48 → 41 → 40 → 36 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 933 → now 933 | 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 | 933 | 521.1M | $24.3B | 90.2% |
| 2026 Q1 | 930 | 522.2M | $26.0B | 90.3% |
| 2025 Q4 | 899 | 516.9M | $22.9B | 89.4% |
| 2025 Q3 | 846 | 511.4M | $23.4B | 88.5% |
| 2025 Q2 | 831 | 499.3M | $20.0B | 86.4% |
| 2025 Q1 | 803 | 488.2M | $19.7B | 84.5% |
| 2024 Q4 | 802 | 495.0M | $19.3B | 85.7% |
| 2024 Q3 | 774 | 482.4M | $20.8B | 83.5% |
| 2024 Q2 | 729 | 482.7M | $18.0B | 83.5% |
| 2024 Q1 | 694 | 483.8M | $18.1B | 83.7% |
| 2023 Q4 | 691 | 476.3M | $17.2B | 82.4% |
| 2023 Q3 | 663 | 471.1M | $15.4B | 81.5% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Kaleta Paul J | director | 2026-10-05 | A-Award | 986 | — | 20,554 |
| Croom Jana T | director | 2026-10-01 | A-Award | 986 | — | 16,146 |
| Oneil James F | director | 2026-10-01 | A-Award | 986 | — | 48,625 |
| Hicks Lisa Winston | director | 2026-10-01 | A-Award | 986 | — | 20,554 |
| Demetriou Steven J. | director | 2026-10-01 | A-Award | 986 | — | 31,656 |
| Turner Leslie M | director | 2026-10-01 | A-Award | 986 | — | 27,098 |
| Somerhalder John W Ii | director | 2026-10-01 | A-Award | 986 | $0.04M | 162,137 |
| Hicks Lisa Winston | director | 2026-07-01 | A-Award | 898 | — | 19,372 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 4 | 39,118 | $2.0M | Counted |
| M — Exercises (paired A/D) | 6 | 400,936 | — | None — mechanics |
| F — Tax withholding | 7 | 110,964 | $5.7M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-03-06 | Lisowski Jason | 3,000 | $0.2M |
| 2025-05-22 | Lisowski Jason | 12,000 | $0.5M |
| 2024-09-12 | Walker Christine | 6,000 | $0.3M |
| 2023-11-27 | Walker Christine | 12,500 | $0.5M |
| Trailing 12 mo | 1 filings | 3,000 | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 6.98% | 40.3M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-08-22 | SCHEDULE 13D/A | BIP-V Securities II-B L.P. | 0.65% | 3.7M sh |
| 2025-08-22 | SCHEDULE 13D/A | Blackstone Infrastructure Associates L.P. | 4.99% | 28.8M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Dan Newhouse | House | BUY | $1,001 - $15,000 | 2026-07-10 | 2026-07-20 |
| Daniel Milton Newhouse | House | BUY | $1,001 - $15,000 | 2026-07-09 | 2026-07-20 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Robert Casey | Senate | SELL | $1,001 - $15,000 | 2017-08-31 | 2018-05-15 |
| Robert Casey | Senate | SELL | $1,001 - $15,000 | 2017-08-31 | 2018-05-14 |
| David Perdue | Senate | SELL | $1,001 - $15,000 | 2016-08-16 | 2016-09-01 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 1.3M | $55M |
| Wedge Capital Management L L P/Nc | 304,988 | $13M |
| First Citizens Bank & Trust Co | 285,147 | $12M |
| Wealth Enhancement Advisory Servic | 236,589 | $10M |
| Ifm Investors Pty Ltd | 196,339 | $9M |
| Davenport & Co Llc | 181,877 | $8M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $757M |
| VTI | 0.0% | $757M |
| VSMPX | 0.0% | $757M |
| VTSAX | 0.0% | $757M |
| VFFSX | 0.0% | $593M |
| VOO | 0.0% | $593M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 5.5M | 78 sh |
| Ubsa Ubs Ats | 3.5M | 61 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 3.0M | 82 sh |
| Ebxl Level Ats | 3.0M | 41 sh |
| Sgmt Sigma X2 | 1.9M | 69 sh |
| Pure Purestream | 1.8M | 32 sh |
Moat score 43/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Brian X. Tierney | CEO, President & Chairman |
| K. Jon Taylor | Senior Vice President of Strategy & Chief Financial Officer |
| Allan Wade Smith | President of FirstEnergy Utilities |
| Hyun Park | Senior Vice President & Chief Legal Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +3.2% | +11.9% | +3.3% | +4.7% | +12.0% |
| Gross profit | -0.4% | +2.3% | +4.6% | +10.6% | -9.1% |
| Operating income | -20.2% | +10.7% | +18.6% | +4.8% | +19.3% |
| Net income | +18.9% | -68.4% | +171.4% | -11.3% | +4.3% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 11.1 | 12.5 | 12.9 | 13.5 | 15.1 | |
| Cost of revenue | 3.4 | 4.6 | 4.6 | 4.4 | 6.8 | |
| Gross profit | 7.7 | 7.9 | 8.2 | 9.1 | 8.3 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | -0.4 | -0.1 | 0.1 | 0.0 | 0.0 | |
| Operating income | 1.7 | 1.9 | 2.3 | 2.4 | 2.8 | |
| EBITDA | 4.3 | 3.8 | 4.0 | 4.1 | 4.4 | |
| D&A | 1.7 | 1.4 | 1.5 | 1.6 | 1.6 | |
| Pretax income | 1.6 | 1.4 | 1.5 | 1.5 | 1.6 | |
| Income tax | 0.3 | 1.0 | 0.3 | 0.4 | 0.3 | |
| Net income | 1.3 | 0.4 | 1.1 | 1.0 | 1.0 | |
| Diluted EPS ($) | 2.35 | 0.71 | 1.92 | 1.70 | 1.76 | |
| Diluted shares (M) | 546 | 572 | 574 | 577 | 578 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.2 | 0.1 | 0.1 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.6 | 1.6 | 1.8 | 2.0 | |
| Total current assets | 2.4 | 2.6 | 2.8 | 3.0 | |
| PP&E (net) | 36.3 | 38.4 | 41.1 | 44.7 | |
| Goodwill + intangibles | 5.6 | 5.6 | 5.6 | 5.6 | |
| Total assets | 46.1 | 48.8 | 52.0 | 55.9 | |
| Accounts payable | 1.5 | 1.4 | 1.6 | 2.0 | |
| Short-term debt | 0.5 | 2.0 | 1.5 | 1.1 | |
| Deferred revenue | 0.2 | 0.2 | 0.2 | 0.0 | |
| Total current liabilities | 4.0 | 5.4 | 5.0 | 5.3 | |
| Long-term debt | 21.2 | 22.9 | 22.5 | 25.7 | |
| Total liabilities | 35.5 | 37.9 | 38.3 | 42.0 | |
| Shareholders' equity | 10.6 | 10.9 | 13.7 | 13.9 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 1.2 | 1.1 | 1.3 | |
| D&A | 1.3 | 1.3 | 1.6 | 1.6 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | 0.2 | (0.4) | (0.4) | 0.3 | |
| Operating cash flow | 2.7 | 1.4 | 2.9 | 3.7 | |
| Capital expenditures | (2.8) | (3.4) | (4.0) | (4.7) | |
| Investing cash flow | (3.1) | (3.7) | (4.4) | (5.1) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (0.9) | (0.9) | (1.0) | (1.0) | |
| Debt issuance / (repay) | (2.2) | 3.3 | (0.9) | 2.6 | |
| Financing cash flow | (0.9) | 2.2 | 1.4 | 1.3 | |
| Free cash flow | (0.1) | (2.0) | (1.1) | (1.0) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 16.1% | 4.3% | 10.7% | 8.5% | 8.2% | 9% | |
| ROA | 2.9% | 0.9% | 2.3% | 1.9% | 1.9% | 1.9% | |
| ROIC | 4.4% | 1.8% | 5.3% | 4.9% | 5.9% | 4.4% | |
| Gross margin | 69.1% | 63.1% | 63.9% | 67.5% | 54.8% | 53.4% | |
| Operating margin | 15.5% | 15.3% | 17.6% | 17.6% | 18.8% | 18.6% | |
| Net margin | 11.5% | 3.3% | 8.6% | 7.3% | 6.8% | 6.9% | |
| EBITDA margin | 38.5% | 30.3% | 30.7% | 30.5% | 29.1% | 27.6% | |
| FCF margin | 3.3% | -0.8% | -15.3% | -8.5% | 16.8% | — | |
| VALUATION | |||||||
| P/E | 15.10 | 52.10 | 17.57 | 22.51 | 25.37 | 24.6 | |
| P/B | 2.23 | 2.08 | 1.86 | 1.77 | 2.07 | 2.1 | |
| P/S | 1.74 | 1.70 | 1.50 | 1.63 | 1.71 | 1.69 | |
| P/FCF | 52.95 | -215.84 | -9.83 | -19.33 | 10.21 | 16.9 | |
| EV/EBITDA | 9.75 | 11.88 | 11.70 | 11.22 | 12.04 | 12.8 | |
| EV/Revenue | 3.75 | 3.42 | 3.43 | 3.43 | 3.50 | 3.5 | |
| Earnings yield | 6.6% | 1.9% | 5.7% | 4.4% | 3.9% | 4.07% | |
| FCF yield | 1.9% | -0.5% | -10.2% | -5.2% | 9.8% | 5.90% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.73 | 0.61 | 0.48 | 0.56 | 0.57 | 0.54 | |
| Quick ratio | 0.67 | 0.50 | 0.38 | 0.45 | 0.46 | 0.45 | |
| Debt / equity | 2.75 | 2.13 | 2.39 | 1.95 | 2.16 | 2.24 | |
| Debt / assets | 52.5% | 47.0% | 51.1% | 46.6% | 48.4% | 49.8% | |
| Net debt / EBITDA | 5.23 | 5.99 | 6.57 | 5.87 | 6.15 | 6.63 | |
| Interest coverage | 2.46 | 2.54 | 2.44 | 2.49 | 2.49 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.25 | 0.27 | 0.27 | 0.27 | 0.28 | 0.27 | |
| Receivables turnover | 9.96 | 10.60 | 9.76 | 9.46 | 9.27 | 7.9 | |
| DSO (days) | 37 | 34 | 37 | 39 | 39 | 46 | |
| DPO (days) | 94 | 97 | 113 | 122 | 96 | 105 | |
| Cash conversion cycle | -27 | -36 | -39 | -40 | -26 | -31 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 3.2% | 11.9% | 3.3% | 4.7% | 12.0% | — | |
| Net income growth | 18.9% | -68.4% | 171.4% | -11.3% | 4.3% | — | |
| EPS growth | 17.6% | -69.6% | 170.3% | -11.6% | 4.0% | — | |
| FCF growth | 129.7% | -126.8% | -1909.2% | 42.2% | 322.5% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.34 | 0.71 | 1.92 | 1.70 | 1.76 | 1.88 | |
| Book value / share | 15.80 | 17.77 | 18.17 | 21.60 | 21.64 | 24.96 | |
| Revenue / share | 20.28 | 21.78 | 22.41 | 23.36 | 26.11 | 27.38 | |
| FCF / share | 0.67 | -0.17 | -3.43 | -1.98 | 4.38 | 2.73 | |
| Cash / share | 2.66 | 0.28 | 0.24 | 0.19 | 0.17 | 0.11 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 0.67 | 0.72 | 0.67 | 0.71 | 0.76 | 0.8 | |
| Piotroski F-Score | 6 | 5 | 6 | 7 | 6 | 5/9 | |
| Beneish M-Score | -1.37 | -2.28 | -2.54 | -2.33 | -1.73 | -2.72 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 0.8 | Distress (<1.81) | Distress |
| Income quality | 2.40 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.72 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.65 |
| Interest burden | 0.57 |
| Operating margin | 18.5% |
| Asset turnover | 0.28× |
| Financial leverage | 4.36× |
| = ROE | 8% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.96 |
| Earnings stability | 0.00 |
| Earnings persistence | 0.93 |
| Revenue CAGR 3y | 7.1% |
| EPS CAGR 3y | 33.0% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CNP | $26.7B | 23.9 | 10% | 11.3% | +7.1% | 7/9 | +2.8% |
| PPL | $26.5B | 27.6 | 9% | 10.9% | +6.7% | 6/9 | -2.7% |
| DTE | $27.0B | 20.4 | 11% | 8.5% | +14.4% | 4/9 | -7.5% |
| ES | $25.2B | 17.3 | 9% | 1.8% | +7.8% | 7/9 | -5.3% |
| AEE | $29.4B | 18.5 | 12% | 15.0% | +3.8% | 6/9 | — |
| DTY | $22.7B | 3.5 | 12% | 8.8% | +25.4% | 6/9 | — |
| CMS | $21.5B | 20.3 | 11% | 6.6% | +9.9% | 6/9 | — |
| EIX | $21.5B | 5.7 | 22% | 12.3% | +10.7% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $15.79B | $16.14B / $15.50B | $2.74 | $2.78 / $2.72 | 8 |
| FY2027 | $16.62B | $17.57B / $16.09B | $2.95 | $2.97 / $2.92 | 9 |
| FY2028 | $17.52B | $19.22B / $15.84B | $3.19 | $3.25 / $3.16 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $47.00 | +1.8% | 2 |
| Last Quarter | $50.75 | +9.9% | 4 |
| Last Year | $50.94 | +10.3% | 18 |
| All Time | $48.09 | +4.1% | 45 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $44.33 | +1.86 | +4.20% | Above |
| SMA 50 | $45.62 | +0.57 | +1.25% | Above |
| SMA 200 | $47.34 | -1.15 | -2.43% | Below |
| EMA 9 | $45.21 | +0.98 | +2.17% | Above |
| EMA 21 | $44.95 | +1.24 | +2.76% | Above |
| EMA 50 | $45.51 | +0.68 | +1.49% | Above |
| EMA 200 | $46.28 | -0.09 | -0.19% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $45.65 / $45.94 / $46.33 | S1 / S2 | $45.26 / $44.97 |
| Bollinger (20,2) | $42.45 – $46.21 | Squeeze | Off |
| 52-wk range | $42.67 – $52.34 | Off 52-wk high | -11.7% |
| ATR (14) | $0.72 (1.6%) | Historical vol | 15.1% |
| Computed from live weekly prices | FE | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.45% | 1.83% |
| Best / worst week (1y) | +5.7% / -5.9% | — |
| Max drawdown (5y, monthly) | -43.4% | — |
| 1-week VaR (95%) | -5.3% | — |
| Beta (5y) | 0.44 | 1.00 |
| Reading | FE | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +16.7 | -9.5 | -13.6 | -20.5 |
| Trend | +20.4 | -2.4 | -17.2 | -21.3 |
| Momentum | +55.4 | +7.1 | -4.2 | -15.8 |
| Volume | +37.6 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Brian X. Tierney Board Chair, President & CE | $13.5M | 88% equity+incentive |
| K. Jon Taylor SVP, CFO & Strategy | $4.8M | 72% equity+incentive |
| A. Wade Smith President, FE Utilities | $3.2M | 74% equity+incentive |
| Hyun Park SVP & Chief Legal Officer | $3.1M | 72% equity+incentive |
| Toby L. Thomas Chief Operating Officer | $2.4M | 72% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 49 |
| Social | 56 |
| Governance | 72 |
| Composite ESG | 59 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-06-01 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-05-20 | Material Agreement; Shareholder Vote; Exhibits | 1.01,5.07,9.01 |
| 2026-04-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-02-17 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01 |
| 2026-02-12 | Departure/Election of Directors; Appointment of Officers | 5.02 |
| 2025-12-09 | Regulation FD Disclosure; Financial Statements and Exhibits | 7.01,9.01 |
| 2025-11-20 | Regulation FD Disclosure; Financial Statements and Exhibits | 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 · 2020-07-23 to 2026-04-28 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-01 to 2026-10-05 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-08-22 to 2026-04-29 |
| 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.