Vanguard Group Inc. Purchases 360,098 Shares of FirstEnergy Corporation $FE

Vanguard Group Inc. increased its position in shares of FirstEnergy Corporation (NYSE:FE) by 0.5% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 67,348,184 shares of the utilities provider’s stock after buying an additional 360,098 shares during the quarter. Vanguard Group Inc. owned approximately 0.12% of FirstEnergy worth $3,085,894,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently bought and sold shares of the company. PNC Financial Services Group Inc. grew its position in shares of FirstEnergy by 3.9% in the third quarter. PNC Financial Services Group Inc. now owns 146,407 shares of the utilities provider’s stock valued at $6,708,000 after purchasing an additional 5,446 shares during the last quarter. HighTower Advisors LLC increased its position in FirstEnergy by 1.4% in the 3rd quarter. HighTower Advisors LLC now owns 173,325 shares of the utilities provider’s stock worth $7,942,000 after buying an additional 2,319 shares during the period. Cidel Asset Management Inc. bought a new stake in shares of FirstEnergy in the third quarter valued at approximately $227,000. Camden National Bank grew its stake in shares of FirstEnergy by 7.6% in the third quarter. Camden National Bank now owns 7,200 shares of the utilities provider’s stock worth $330,000 after acquiring an additional 507 shares during the last quarter. Finally, Atlantic Family Wealth LLC acquired a new stake in shares of FirstEnergy in the third quarter worth $225,000. Institutional investors own 89.41% of the company’s stock.

FirstEnergy News Summary

Here are the key news stories impacting FirstEnergy this week:

• Positive Sentiment: Q4 results and full-year outlook — FE beat consensus Q4 EPS ($0.53 vs $0.52) and significantly topped revenue expectations; the company affirmed FY2026 core EPS guidance of $2.62–2.82. FirstEnergy Announces 2025 Financial Results, Affirms 2026 Guidance and Provides Long-Term Financial Outlook Focused on Delivering Value to Customers, Communities and Investors
• Positive Sentiment: Large capital plan — management announced a $36 billion capital investment program (2026–2030) expected to drive core earnings CAGR near the top end of prior targets, signaling durable rate-base growth. FirstEnergy announces $36 billion investment plan after posting higher annual profit
• Positive Sentiment: Execution win — Potomac Edison completed a new substation improving reliability for ~2,400 customers, showing on-the-ground capex delivery. New Potomac Edison Substation Delivers More Reliable Power for Berkeley County Customers
• Positive Sentiment: Momentum indicator improved — FE’s relative strength (RS) rating rose to 73, reflecting recent positive price and volume momentum. FirstEnergy sees RS rating climb to 73
• Neutral Sentiment: Earnings call transcript and presentation — management discussed the investment plan, regulatory impacts and guidance in detail; useful for modeling cash flow and rate case timing. FirstEnergy Corp. (FE) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor materials — the slide deck and results presentation provide details on rate-base ramp and EPS sensitivity assumptions. FirstEnergy Corp. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Operational procurement notice — an RFP auction for PIPP customers in Ohio may affect supplier contracting but is not a company earnings driver. FirstEnergy Ohio Utilities’ PIPP RFP Auction: Information Session for Prospective Bidders on Wednesday, February 18, 2026
• Negative Sentiment: Q4 pressures and regulatory impacts — GAAP EPS declined year-over-year (from $0.67 to $0.53) and the quarter included impacts from Ohio regulatory orders, creating near-term earnings noise. FirstEnergy (FE) Q4 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Funding and execution risk — the sizable capex program boosts long-term growth but raises execution, regulatory approval and financing risks (debt/equity and rate-case timing are key watch items). FirstEnergy’s Bold Grid Investment Plan Drives Earnings Outlook

Wall Street Analyst Weigh In

Several analysts have issued reports on FE shares. Mizuho raised their price target on shares of FirstEnergy from $45.00 to $50.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of FirstEnergy in a report on Monday, December 29th. UBS Group reduced their price objective on FirstEnergy from $49.00 to $46.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Scotiabank boosted their price objective on FirstEnergy from $49.00 to $51.00 and gave the company a “sector outperform” rating in a research report on Friday, October 24th. Finally, Wolfe Research upgraded FirstEnergy from a “peer perform” rating to an “outperform” rating and set a $50.00 target price for the company in a research note on Tuesday, January 27th. Nine analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $48.85.

FirstEnergy Trading Down 0.7%

Shares of FirstEnergy stock opened at $49.00 on Thursday. FirstEnergy Corporation has a 12-month low of $37.58 and a 12-month high of $50.44. The stock has a market capitalization of $28.31 billion, a P/E ratio of 27.84, a price-to-earnings-growth ratio of 2.82 and a beta of 0.64. The company has a 50-day simple moving average of $46.16 and a 200 day simple moving average of $45.49. The company has a quick ratio of 0.64, a current ratio of 0.75 and a debt-to-equity ratio of 1.80.

FirstEnergy (NYSE:FE) last released its quarterly earnings results on Tuesday, February 17th. The utilities provider reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.52 by $0.01. The firm had revenue of $3.80 billion for the quarter, compared to analyst estimates of $3.20 billion. FirstEnergy had a net margin of 6.76% and a return on equity of 10.47%. During the same period in the previous year, the business earned $0.67 earnings per share. FirstEnergy has set its FY 2026 guidance at 2.620-2.820 EPS. Research analysts expect that FirstEnergy Corporation will post 2.66 earnings per share for the current fiscal year.

FirstEnergy Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Thursday, May 7th will be paid a $0.465 dividend. This is an increase from FirstEnergy’s previous quarterly dividend of $0.45. This represents a $1.86 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend is Thursday, May 7th. FirstEnergy’s payout ratio is presently 77.73%.

FirstEnergy Company Profile

FirstEnergy Corp. (NYSE: FE) is a U.S.-based electric utility holding company headquartered in Akron, Ohio. The company’s primary business is the delivery of electricity through its regulated transmission and distribution utilities, serving residential, commercial and industrial customers across parts of the Midwest and Mid‑Atlantic. FirstEnergy’s service territory includes states such as Ohio, Pennsylvania, New Jersey, Maryland and West Virginia, and it operates primarily within the PJM regional transmission organization.

FirstEnergy’s core activities center on owning and operating electric distribution networks and transmission systems, maintaining and upgrading grid infrastructure, managing storm response and restoration, and offering customer programs that include energy efficiency and reliability services.