| Profitability | 54/100 |
| Growth | 50/100 |
| Momentum | 79/100 |
| Quality | 69/100 |
| Earnings Quality | 76/100 |
| Balance Sheet | 32/100 |
| Value | 56/100 |
| Risk (safety) | 30/100 |
| Overall | 45.6/100 |
| Symbol | IS Score |
|---|---|
| WEC | 36 |
| PCG | 46 |
| EXCVV | 40 |
| ED | 51 |
| AEE | 43 |
| EXC | 38 |
| PEG | 46 |
These two disagree — business quality 46, price structure 76 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 45.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 41 → 47 → 51 → 46 | the direction matters more than the level |
| Technical vote share back above 50% | now 73% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,316 → now 1,316 | 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 | 1,316 | 389.0M | $31.2B | 78.0% |
| 2026 Q1 | 1,295 | 373.1M | $29.6B | 74.8% |
| 2025 Q4 | 1,286 | 377.2M | $29.7B | 75.6% |
| 2025 Q3 | 1,218 | 367.9M | $30.3B | 73.7% |
| 2025 Q2 | 1,219 | 375.9M | $31.2B | 75.3% |
| 2025 Q1 | 1,239 | 374.4M | $30.3B | 75.0% |
| 2024 Q4 | 1,248 | 373.9M | $31.0B | 74.9% |
| 2024 Q3 | 1,174 | 373.1M | $32.7B | 74.8% |
| 2024 Q2 | 1,083 | 372.4M | $27.3B | 74.6% |
| 2024 Q1 | 1,029 | 368.4M | $24.5B | 73.8% |
| 2023 Q4 | 1,013 | 365.4M | $22.2B | 73.2% |
| 2023 Q3 | 934 | 367.6M | $20.9B | 73.7% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Larossa Ralph A | director, Chair, President and CEO | 2026-10-01 | SELL | 2,083 | $0.14M | 279,490 |
| Park Grace H | EVP and General Counsel | 2026-09-16 | TAX W/H | 136 | $0.01M | 16,044 |
| Larossa Ralph A | director, Chair, President and CEO | 2026-09-01 | SELL | 2,083 | $0.15M | 281,573 |
| Thigpen Richard T | SVP Corporate Citizenship | 2026-08-11 | SELL | 8,000 | $0.60M | 20,970 |
| Larossa Ralph A | director, Chair, President and CEO | 2026-08-03 | SELL | 2,083 | $0.16M | 283,656 |
| Larossa Ralph A | director, Chair, President and CEO | 2026-07-01 | SELL | 2,083 | $0.17M | 285,149 |
| Hanemann Kim C | President and COO - PSE&G | 2026-06-24 | SELL | 3,035 | $0.25M | 98,815 |
| Larossa Ralph A | director, Chair, President and CEO | 2026-06-01 | SELL | 2,083 | $0.16M | 287,232 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 12 | 32,408 | $2.5M | Counted |
| F — Tax withholding | 1 | 136 | $0.0M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-01 | Ralph A. Larossa | 6,249 | $0.4M |
| 2026-08-11 | Thigpen Richard T | 8,000 | $0.6M |
| 2026-07-01 | Ralph A. Larossa | 6,249 | $0.5M |
| 2026-06-24 | Hanemann Kim C | 3,035 | $0.2M |
| Trailing 12 mo | 7 filings | 41,485 | $3M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.55% | 37.7M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 6.09% | 30.4M sh |
| 2026-01-30 | SCHEDULE 13G/A | The Vanguard Group | 13.52% | 67.5M sh |
| 2025-07-17 | SCHEDULE 13G/A | BlackRock, Inc. | 9.30% | 46.6M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Julia Letlow | House | SELL | $1,001 - $15,000 | 2026-02-17 | 2026-03-13 |
| Julia Letlow | House | SELL | $1,001 - $15,000 | 2026-02-17 | 2026-03-13 |
| Manager | Shares | Value |
|---|---|---|
| Hamlin Capital Management, Llc | 2.2M | $148M |
| Assenagon Asset Management S.A. | 673,076 | $45M |
| Asr Vermogensbeheer N.V. | 366,475 | $25M |
| Ifm Investors Pty Ltd | 164,906 | $11M |
| Wealth Enhancement Advisory Servic | 158,624 | $10M |
| Czech National Bank | 143,208 | $10M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $1.1B |
| VTSAX | 0.0% | $1.1B |
| VSMPX | 0.0% | $1.1B |
| VTI | 0.0% | $1.1B |
| VFINX | 0.1% | $881M |
| VFIAX | 0.1% | $881M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.8M | 55 sh |
| Ubsa Ubs Ats | 2.7M | 65 sh |
| Ebxl Level Ats | 1.7M | 31 sh |
| Sgmt Sigma X2 | 1.6M | 53 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.3M | 43 sh |
| Pure Purestream | 1.0M | 29 sh |
Moat score 42/100 — Weak; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Ralph A. LaRossa | Chair, President & Chief Executive Officer |
| Daniel J. Cregg | Executive Vice President & Chief Financial Officer |
| Kim C. Hanemann | President & Chief Operating Officer of Public Service Electric & Gas |
| Grace H. Park | Executive Vice President & General Counsel |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +1.2% | +0.8% | +14.7% | -8.4% | +18.3% |
| Gross profit | -12.7% | -13.1% | +85.4% | -26.6% | +137.1% |
| Operating income | -137.7% | -261.3% | +166.8% | -36.1% | +26.6% |
| Net income | -134.0% | -259.1% | +148.6% | -30.9% | +19.1% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 9.7 | 9.8 | 11.2 | 10.3 | 12.2 | |
| Cost of revenue | 6.7 | 7.2 | 6.4 | 6.7 | 3.8 | |
| Gross profit | 3.0 | 2.6 | 4.8 | 3.5 | 8.4 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | -0.3 | -0.4 | 0.2 | 0.0 | 0.0 | |
| Operating income | -0.9 | 1.4 | 3.7 | 2.4 | 3.0 | |
| EBITDA | 0.8 | 2.8 | 5.1 | 4.0 | 4.6 | |
| D&A | 1.4 | 1.3 | 1.3 | 1.4 | 1.3 | |
| Pretax income | -1.1 | 1.0 | 3.1 | 1.8 | 2.4 | |
| Income tax | -0.4 | -0.0 | 0.5 | 0.1 | 0.3 | |
| Net income | -0.6 | 1.0 | 2.6 | 1.8 | 2.1 | |
| Diluted EPS ($) | -1.29 | 2.06 | 5.13 | 3.54 | 4.21 | |
| Diluted shares (M) | 504 | 501 | 500 | 500 | 501 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.5 | 0.1 | 0.1 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.3 | 1.7 | 1.9 | 2.7 | |
| Total current assets | 4.3 | 3.4 | 4.2 | 4.6 | |
| PP&E (net) | 36.1 | 38.2 | 40.2 | 42.2 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 48.7 | 50.7 | 54.6 | 57.6 | |
| Accounts payable | 1.3 | 1.2 | 1.1 | 1.5 | |
| Short-term debt | 3.8 | 2.4 | 3.7 | 2.4 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 6.7 | 5.1 | 6.5 | 5.7 | |
| Long-term debt | 16.5 | 17.8 | 19.0 | 21.8 | |
| Total liabilities | 35.0 | 35.3 | 38.5 | 40.6 | |
| Shareholders' equity | 13.7 | 15.5 | 16.1 | 17.0 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.0 | 2.6 | 1.8 | 2.1 | |
| D&A | 1.3 | 1.3 | 1.4 | 1.1 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.8) | 1.3 | (0.6) | 0.2 | |
| Operating cash flow | 1.5 | 3.8 | 2.1 | 2.4 | |
| Capital expenditures | (2.9) | (3.3) | (3.4) | (2.0) | |
| Investing cash flow | (1.1) | (3.0) | (3.3) | (2.8) | |
| Buybacks | (0.5) | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (1.1) | (1.1) | (1.2) | (1.3) | |
| Debt issuance / (repay) | 0.8 | (0.0) | 2.5 | 0.5 | |
| Financing cash flow | (0.8) | (1.3) | 1.2 | 0.5 | |
| Free cash flow | (1.4) | 0.5 | (1.2) | 0.3 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -4.3% | 7.3% | 17.6% | 11.2% | 12.8% | 12% | |
| ROA | -1.3% | 2.1% | 5.2% | 3.4% | 3.8% | 3.4% | |
| ROIC | -2.0% | 4.2% | 8.6% | 5.9% | 6.4% | 4.6% | |
| Gross margin | 30.8% | 26.6% | 43.0% | 34.4% | 69.0% | 85.4% | |
| Operating margin | -8.8% | 14.1% | 32.8% | 22.9% | 24.5% | 23.1% | |
| Net margin | -6.7% | 10.5% | 22.8% | 17.2% | 17.3% | 16.0% | |
| EBITDA margin | 8.4% | 29.1% | 45.3% | 39.3% | 38.1% | 36.0% | |
| FCF margin | -10.3% | -14.1% | 4.3% | -12.1% | 2.3% | — | |
| VALUATION | |||||||
| P/E | -45.74 | 26.86 | 11.20 | 23.10 | 19.06 | 17.7 | |
| P/B | 2.05 | 2.02 | 1.85 | 2.54 | 2.37 | 2.1 | |
| P/S | 3.05 | 2.83 | 2.55 | 3.98 | 3.31 | 2.84 | |
| P/FCF | -29.70 | -20.00 | 59.66 | -32.82 | 145.76 | 18.0 | |
| EV/EBITDA | 60.95 | 16.74 | 9.63 | 15.77 | 13.61 | 13.3 | |
| EV/Revenue | 4.98 | 4.86 | 4.36 | 6.19 | 5.30 | 4.8 | |
| Earnings yield | -2.2% | 3.7% | 8.9% | 4.3% | 5.2% | 5.64% | |
| FCF yield | -3.4% | -5.0% | 1.7% | -3.0% | 0.7% | 5.57% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.88 | 0.64 | 0.67 | 0.65 | 0.80 | 0.88 | |
| Quick ratio | 0.78 | 0.50 | 0.46 | 0.48 | 0.60 | 0.67 | |
| Debt / equity | 1.36 | 1.49 | 1.32 | 1.42 | 1.44 | 1.42 | |
| Debt / assets | 40.1% | 42.0% | 40.2% | 41.9% | 42.3% | 42.0% | |
| Net debt / EBITDA | 23.66 | 7.01 | 4.00 | 5.64 | 5.12 | 5.42 | |
| Interest coverage | -1.26 | 2.78 | 5.48 | 3.17 | 3.52 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.20 | 0.20 | 0.23 | 0.20 | 0.22 | 0.21 | |
| Receivables turnover | 5.23 | 4.51 | 5.63 | 5.66 | 5.82 | 5.4 | |
| DSO (days) | 70 | 81 | 65 | 64 | 63 | 68 | |
| DPO (days) | 72 | 66 | 71 | 64 | 127 | 260 | |
| Cash conversion cycle | 42 | 58 | 51 | 59 | 46 | 25 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 1.2% | 0.8% | 14.7% | -8.4% | 18.3% | — | |
| Net income growth | -134.0% | 259.1% | 148.6% | -30.9% | 19.1% | — | |
| EPS growth | -134.0% | 261.7% | 148.6% | -30.9% | 18.9% | — | |
| FCF growth | -1567.6% | -38.8% | 134.7% | -359.3% | 122.1% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | -1.28 | 2.06 | 5.13 | 3.54 | 4.21 | 4.03 | |
| Book value / share | 28.42 | 27.46 | 30.95 | 32.23 | 33.90 | 34.73 | |
| Revenue / share | 19.14 | 19.60 | 22.47 | 20.58 | 24.29 | 25.14 | |
| FCF / share | -1.96 | -2.77 | 0.96 | -2.49 | 0.55 | 3.98 | |
| Cash / share | 1.61 | 0.93 | 0.11 | 0.25 | 0.27 | 0.38 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 1.8% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 0.96 | 1.03 | 1.25 | 1.26 | 1.30 | 1.2 | |
| Piotroski F-Score | 6 | 7 | 8 | 4 | 7 | 6/9 | |
| Beneish M-Score | -2.62 | -2.43 | -2.77 | -2.25 | -2.49 | -2.78 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 1.2 | Distress (<1.81) | Distress |
| Income quality | 1.79 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.78 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.88 |
| Interest burden | 0.74 |
| Operating margin | 24.6% |
| Asset turnover | 0.22× |
| Financial leverage | 3.38× |
| = ROE | 12% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.61 |
| Earnings stability | 0.19 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 2.7% |
| EPS CAGR 3y | -10.2% |
| FCF CAGR 3y | 56.8% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| WEC | $35.4B | 20.9 | 12% | 14.5% | +8.9% | 5/9 | -3.2% |
| PCG | $35.1B | 9.5 | 10% | 12.9% | +5.7% | 7/9 | -20.7% |
| EXCVV | $41.1B | 3.8 | 10% | 11.0% | +5.3% | 6/9 | — |
| ED | $41.4B | 18.3 | 9% | 7.6% | +9.5% | 8/9 | +12.0% |
| AEE | $29.4B | 18.5 | 12% | 15.0% | +3.8% | 6/9 | +1.5% |
| EXC | $44.8B | 15.9 | 10% | 6.6% | +6.6% | 8/9 | — |
| ELC | $45.8B | 4.6 | 13% | 13.7% | +9.5% | 8/9 | — |
| DTE | $27.0B | 20.4 | 11% | 8.5% | +14.4% | 4/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $12.54B | $12.92B / $12.10B | $4.37 | $4.40 / $4.33 | 11 |
| FY2027 | $13.08B | $13.96B / $11.81B | $4.66 | $4.73 / $4.58 | 13 |
| FY2028 | $13.70B | $15.61B / $12.36B | $5.01 | $5.07 / $4.92 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $82.00 | +14.7% | 2 |
| Last Quarter | $85.43 | +19.5% | 7 |
| Last Year | $89.68 | +25.4% | 28 |
| All Time | $88.20 | +23.4% | 41 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $69.34 | +2.15 | +3.10% | Above |
| SMA 50 | $71.58 | -0.09 | -0.13% | Below |
| SMA 200 | $77.26 | -5.77 | -7.47% | Below |
| EMA 9 | $70.64 | +0.85 | +1.20% | Above |
| EMA 21 | $70.39 | +1.10 | +1.56% | Above |
| EMA 50 | $71.74 | -0.25 | -0.35% | Below |
| EMA 200 | $75.89 | -4.40 | -5.80% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $70.49 / $71.00 / $71.80 | S1 / S2 | $69.69 / $69.18 |
| Bollinger (20,2) | $65.56 – $73.12 | Squeeze | Off |
| 52-wk range | $66.15 – $85.39 | Off 52-wk high | -16.3% |
| ATR (14) | $1.34 (1.9%) | Historical vol | 23.3% |
| Computed from live weekly prices | PEG | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.43% | 1.83% |
| Best / worst week (1y) | +5.8% / -6.2% | — |
| Max drawdown (5y, monthly) | -38.2% | — |
| 1-week VaR (95%) | -4.2% | — |
| Beta (5y) | 0.52 | 1.00 |
| Reading | PEG | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +5.3 | -9.5 | -13.6 | -20.5 |
| Trend | +3.8 | -2.4 | -17.2 | -21.3 |
| Momentum | +33.2 | +7.1 | -4.2 | -15.8 |
| Volume | +33.4 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Ralph A. LaRossa Chair of the Board, Preside | $13.9M | 83% equity+incentive |
| Daniel J. Cregg EVP & CFO | $4.8M | 74% equity+incentive |
| Kim C. Hanemann President & COO (PSE&G) | $4.4M | 70% equity+incentive |
| Grace H. Park EVP & General Counsel | $3.0M | 73% equity+incentive |
| Charles V. McFeaters President & Chief Nucle | $2.8M | 71% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 59 |
| Social | 74 |
| Governance | 74 |
| Composite ESG | 69 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-04 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-07-01 | Regulation FD | 7.01 |
| 2026-06-03 | Other Events; Exhibits | 8.01,9.01 |
| 2026-05-05 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-04-23 | Officer/Director Change | 5.02 |
| 2026-04-23 | Shareholder Vote | 5.07 |
| 2026-01-21 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
| 2025-04-25 | Submission of Matters to a Vote of Security Holders | 5.07 |
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 · 2020-10-30 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 119 rows · 1987 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-01 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-07-17 to 2026-04-30 |
| 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.