| Profitability | 39/100 |
| Growth | 61/100 |
| Momentum | 89/100 |
| Quality | 65/100 |
| Earnings Quality | 81/100 |
| Balance Sheet | 33/100 |
| Value | 55/100 |
| Risk (safety) | 15/100 |
| Overall | 43.1/100 |
| Symbol | IS Score |
|---|---|
| CNP | 42 |
| FE | 36 |
| DTE | 32 |
| ES | 42 |
| AEE | 43 |
| DTY | 43 |
| PPL | 43 |
These two disagree — business quality 43, price structure 79 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 43.1 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 44 → 43 → 43 → 43 | 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 1,037 → now 1,037 | 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 | 1,037 | 686.0M | $23.4B | 91.2% |
| 2026 Q1 | 988 | 647.6M | $23.9B | 86.1% |
| 2025 Q4 | 967 | 647.0M | $21.3B | 86.0% |
| 2025 Q3 | 927 | 641.3M | $22.2B | 85.2% |
| 2025 Q2 | 891 | 603.8M | $20.4B | 80.2% |
| 2025 Q1 | 904 | 594.9M | $21.4B | 79.1% |
| 2024 Q4 | 858 | 575.9M | $18.6B | 76.5% |
| 2024 Q3 | 822 | 568.3M | $18.4B | 75.5% |
| 2024 Q2 | 792 | 563.6M | $15.5B | 74.9% |
| 2024 Q1 | 774 | 549.9M | $15.6B | 73.1% |
| 2023 Q4 | 773 | 566.1M | $15.4B | 75.2% |
| 2023 Q3 | 748 | 542.7M | $12.5B | 72.1% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Cornett John Gregory | President of a PPL Subsidiary | 2026-06-12 | SELL | 7,051 | $0.25M | 7,769 |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-04-24 | EXERCISE | 81 | $0.00M | 42,242 |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-04-24 | TAX W/H | 37 | $0.00M | 42,205 |
| Bellar Lonnie E | EVP-Eng, Constr and Gen | 2026-04-24 | EXERCISE | 81 | — | 0 |
| Bonenberger David J | EVP & COO-Utilities | 2026-04-24 | EXERCISE | 217 | $0.01M | 72,056 |
| Bonenberger David J | EVP & COO-Utilities | 2026-04-24 | TAX W/H | 95 | $0.00M | 71,961 |
| Bonenberger David J | EVP & COO-Utilities | 2026-04-24 | EXERCISE | 217 | — | 0 |
| Sorgi Vincent | President and CEO | 2026-04-08 | GIFT | 33,000 | — | 612,492 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 1 | 7,051 | $0.3M | Counted |
| M — Exercises (paired A/D) | 2 | 298 | — | None — mechanics |
| F — Tax withholding | 2 | 132 | $0.0M | None — compensation |
| G — Gifts | 1 | 33,000 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Ritchie Torres | House | SELL | $1,001 - $15,000 | 2025-07-10 | 2025-08-20 |
| Ritchie Torres | House | BUY | $1,001 - $15,000 | 2024-09-25 | 2025-08-20 |
| Pat Toomey | Senate | BUY | $15,001 - $50,000 | 2019-12-10 | 2020-01-09 |
| Patrick Joseph Toomey | Senate | BUY | $15,001 - $50,000 | 2019-12-10 | 2020-01-08 |
| Patty Murray | Senate | SELL | $1,001 - $15,000 | 2017-06-15 | 2017-06-22 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 516,493 | $17M |
| Northside Capital Management, Llc | 363,852 | $12M |
| Fisher Funds Management Ltd | 295,148 | $10M |
| Wealth Enhancement Advisory Servic | 285,709 | $9M |
| Keystone Financial Planning, Inc. | 282,743 | $9M |
| Fjarde Ap-Fonden /Fourth Swedish N | 252,000 | $8M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $748M |
| VTSAX | 0.0% | $748M |
| VTI | 0.0% | $748M |
| VSMPX | 0.0% | $748M |
| VOO | 0.0% | $650M |
| VFIAX | 0.0% | $650M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 9.4M | 84 sh |
| Ubsa Ubs Ats | 5.6M | 91 sh |
| Ebxl Level Ats | 5.0M | 54 sh |
| Bids Bids Ats | 4.1M | 800 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 3.5M | 101 sh |
| Sgmt Sigma X2 | 3.2M | 97 sh |
| Region | Revenue | Share |
|---|---|---|
| Kentucky Regulated | $3.8B | 41% |
| Pennsylvania Regulated | $3.1B | 34% |
| Rhode Island Regulated | $2.3B | 25% |
Moat score 37/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Vincent Sorgi | President, Chief Executive Officer & Director |
| Joseph Bergstein Jr. | Executive Vice President & Chief Financial Officer |
| Wendy E. Stark | Executive Vice President of Utilities & Chief Legal Officer |
| Dean Anthony Del Vecchio | Executive Vice President and Chief Technology & Innovation Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +5.6% | +36.6% | +5.2% | +1.8% | +6.9% |
| Gross profit | -2.7% | +6.4% | +13.5% | +3.6% | +4.1% |
| Operating income | -10.2% | -3.5% | +18.6% | +6.7% | +22.5% |
| Net income | -200.7% | -151.1% | -2.1% | +20.0% | +33.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 5.8 | 7.9 | 8.3 | 8.5 | 9.0 | |
| Cost of revenue | 3.1 | 5.0 | 5.0 | 5.1 | 5.5 | |
| Gross profit | 2.7 | 2.9 | 3.3 | 3.4 | 3.5 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | -0.0 | -0.0 | -0.0 | 0.0 | 0.0 | |
| Operating income | 1.4 | 1.4 | 1.6 | 1.7 | 2.1 | |
| EBITDA | 2.6 | 2.7 | 2.9 | 3.2 | 3.7 | |
| D&A | 1.1 | 1.2 | 1.3 | 1.4 | 1.4 | |
| Pretax income | 0.5 | 0.9 | 0.9 | 1.1 | 1.5 | |
| Income tax | 0.5 | 0.2 | 0.2 | 0.2 | 0.3 | |
| Net income | -1.5 | 0.8 | 0.7 | 0.9 | 1.2 | |
| Diluted EPS ($) | -1.93 | 1.02 | 1.00 | 1.20 | 1.60 | |
| Diluted shares (M) | 765 | 737 | 738 | 740 | 745 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.4 | 0.3 | 0.3 | 1.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.4 | 1.6 | 1.4 | 1.8 | |
| Total current assets | 2.8 | 2.9 | 2.9 | 3.9 | |
| PP&E (net) | 30.2 | 31.4 | 33.1 | 36.1 | |
| Goodwill + intangibles | 2.6 | 2.6 | 2.6 | 2.6 | |
| Total assets | 37.8 | 39.2 | 41.1 | 45.2 | |
| Accounts payable | 1.2 | 1.1 | 1.2 | 1.6 | |
| Short-term debt | 1.3 | 1.0 | 0.9 | 1.4 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 3.8 | 3.3 | 3.3 | 4.5 | |
| Long-term debt | 12.9 | 14.6 | 16.0 | 18.0 | |
| Total liabilities | 23.9 | 25.3 | 27.0 | 30.4 | |
| Shareholders' equity | 13.9 | 13.9 | 14.1 | 14.9 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.7 | 0.7 | 0.9 | 1.2 | |
| D&A | 1.2 | 1.3 | 1.4 | 1.4 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.4) | (0.1) | (0.0) | (0.1) | |
| Operating cash flow | 1.7 | 1.8 | 2.3 | 2.6 | |
| Capital expenditures | (2.2) | (2.4) | (2.8) | (4.0) | |
| Investing cash flow | (5.7) | (2.4) | (2.8) | (4.0) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (0.8) | (0.7) | (0.7) | (0.8) | |
| Debt issuance / (repay) | 1.5 | 1.4 | 1.2 | 2.6 | |
| Financing cash flow | 0.7 | 0.7 | 0.4 | 2.1 | |
| Free cash flow | (0.4) | (0.6) | (0.5) | (1.4) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -10.9% | 5.5% | 5.3% | 6.3% | 8.2% | 9% | |
| ROA | -3.6% | 2.1% | 1.9% | 2.2% | 2.7% | 2.7% | |
| ROIC | 0.2% | 3.9% | 4.5% | 4.5% | 5.2% | 4.2% | |
| Gross margin | 46.9% | 36.5% | 39.4% | 40.1% | 39.1% | 34.6% | |
| Operating margin | 24.6% | 17.4% | 19.6% | 20.6% | 23.6% | 24.0% | |
| Net margin | -25.6% | 9.6% | 8.9% | 10.5% | 13.1% | 13.5% | |
| EBITDA margin | 44.3% | 33.7% | 35.2% | 37.9% | 40.7% | 42.0% | |
| FCF margin | 5.1% | -5.4% | -7.6% | -5.5% | -15.5% | — | |
| VALUATION | |||||||
| P/E | -13.26 | 25.71 | 25.30 | 26.24 | 22.10 | 27.6 | |
| P/B | 1.43 | 1.40 | 1.34 | 1.66 | 1.75 | 2.3 | |
| P/S | 3.39 | 2.46 | 2.25 | 2.75 | 2.89 | 3.75 | |
| P/FCF | 66.08 | -45.73 | -29.63 | -50.11 | -18.63 | 101.6 | |
| EV/EBITDA | 10.61 | 12.52 | 11.62 | 12.39 | 12.05 | 13.9 | |
| EV/Revenue | 4.71 | 4.22 | 4.09 | 4.70 | 4.91 | 5.8 | |
| Earnings yield | -7.5% | 3.9% | 4.0% | 3.8% | 4.5% | 3.59% | |
| FCF yield | 1.5% | -2.2% | -3.4% | -2.0% | -5.4% | 0.98% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.16 | 0.75 | 0.88 | 0.86 | 0.86 | 0.91 | |
| Quick ratio | 2.02 | 0.63 | 0.73 | 0.71 | 0.74 | 0.73 | |
| Debt / equity | 0.82 | 1.02 | 1.12 | 1.19 | 1.30 | 1.32 | |
| Debt / assets | 33.7% | 37.6% | 39.8% | 40.9% | 42.8% | 42.9% | |
| Net debt / EBITDA | 2.97 | 5.21 | 5.22 | 5.14 | 4.96 | 4.95 | |
| Interest coverage | 1.57 | 2.81 | 2.39 | 2.51 | 2.82 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.14 | 0.22 | 0.22 | 0.21 | 0.21 | 0.20 | |
| Receivables turnover | 6.45 | 6.76 | 6.93 | 7.06 | 5.81 | 8.1 | |
| DSO (days) | 57 | 54 | 53 | 52 | 63 | 45 | |
| DPO (days) | 85 | 68 | 84 | 83 | 97 | 81 | |
| Cash conversion cycle | 9 | 13 | 3 | 5 | 3 | -0 | |
| GROWTH (YoY) | |||||||
| Revenue growth | -4.1% | 36.6% | 5.2% | 1.8% | 6.9% | — | |
| Net income growth | -200.7% | 151.1% | -2.1% | 20.0% | 33.0% | — | |
| EPS growth | -203.7% | 151.8% | -2.3% | 19.6% | 32.3% | — | |
| FCF growth | -37.6% | -243.1% | -48.7% | 26.4% | -201.3% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | -1.98 | 1.02 | 1.00 | 1.20 | 1.58 | 1.68 | |
| Book value / share | 18.35 | 18.87 | 18.86 | 19.00 | 19.97 | 20.00 | |
| Revenue / share | 7.73 | 10.71 | 11.25 | 11.42 | 12.13 | 12.49 | |
| FCF / share | 0.40 | -0.58 | -0.86 | -0.63 | -1.88 | 0.46 | |
| Cash / share | 4.78 | 0.48 | 0.45 | 0.41 | 1.46 | 0.44 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 5.1% | 0.0% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 1.13 | 0.89 | 0.87 | 0.96 | 0.96 | 1.1 | |
| Piotroski F-Score | 5 | 6 | 6 | 4 | 7 | 6/9 | |
| Beneish M-Score | -2.57 | -2.22 | -2.45 | -2.52 | -2.47 | -2.39 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 1.1 | Distress (<1.81) | Distress |
| Income quality | 2.10 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.39 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.81 |
| Interest burden | 0.64 |
| Operating margin | 26.0% |
| Asset turnover | 0.21× |
| Financial leverage | 3.02× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.83 |
| Earnings stability | 0.63 |
| Earnings persistence | 0.89 |
| Revenue CAGR 3y | 2.8% |
| EPS CAGR 3y | 17.5% |
| 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% |
| FE | $26.7B | 24.6 | 8% | 7.9% | +12.6% | 4/9 | -0.3% |
| 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 | $9.73B | $9.82B / $9.54B | $1.95 | $1.97 / $1.93 | 9 |
| FY2027 | $10.30B | $10.52B / $10.10B | $2.12 | $2.16 / $2.10 | 10 |
| FY2028 | $10.87B | $11.46B / $10.43B | $2.30 | $2.32 / $2.28 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $39.33 | +11.8% | 3 |
| Last Quarter | $39.44 | +12.1% | 9 |
| Last Year | $40.48 | +15.1% | 29 |
| All Time | $37.42 | +6.4% | 51 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $33.38 | +1.79 | +5.36% | Above |
| SMA 50 | $34.06 | +1.11 | +3.26% | Above |
| SMA 200 | $35.60 | -0.43 | -1.21% | Below |
| EMA 9 | $34.34 | +0.83 | +2.42% | Above |
| EMA 21 | $33.91 | +1.26 | +3.72% | Above |
| EMA 50 | $34.09 | +1.08 | +3.17% | Above |
| EMA 200 | $34.94 | +0.23 | +0.66% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $34.67 / $34.93 / $35.38 | S1 / S2 | $34.22 / $33.96 |
| Bollinger (20,2) | $31.42 – $35.35 | Squeeze | Off |
| 52-wk range | $31.56 – $39.46 | Off 52-wk high | -10.9% |
| ATR (14) | $0.56 (1.6%) | Historical vol | 15.9% |
| Computed from live weekly prices | PPL | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.77% | 1.83% |
| Best / worst week (1y) | +6.3% / -8.2% | — |
| Max drawdown (5y, monthly) | -44.7% | — |
| 1-week VaR (95%) | -4.9% | — |
| Beta (5y) | 0.58 | 1.00 |
| Reading | PPL | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +23.6 | -9.5 | -13.6 | -20.5 |
| Trend | +26.7 | -2.4 | -17.2 | -21.3 |
| Momentum | +61.1 | +7.1 | -4.2 | -15.8 |
| Volume | +55.6 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Vincent Sorgi President and CEO | $13.2M | 74% equity+incentive |
| Joseph P. Bergstein, Jr. EVP and CFO | $4.9M | 56% equity+incentive |
| David J. Bonenberger EVP and COO-Utilities | $4.0M | 62% equity+incentive |
| Francis X. Sullivan Former EVP and COO | $3.5M | 48% equity+incentive |
| Wendy E. Stark EVP-Utilities and CLO | $3.0M | 74% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 54 |
| Social | 62 |
| Governance | 71 |
| Composite ESG | 62 |
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 2026-08-07 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 109 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-04-01 to 2026-06-12 |
| Proposed sales (Form 144) | edgar/form144 | not present for this symbol |
| Beneficial ownership (13D/G) | edgar/13dg | not present for this symbol |
| 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.