Sei Investments Co. Purchases 62,099 Shares of Portland General Electric Company $POR

Sei Investments Co. lifted its position in shares of Portland General Electric Company (NYSE:POR) by 38.0% in the 1st quarter, Holdings Channel reports. The institutional investor owned 225,475 shares of the utilities provider’s stock after purchasing an additional 62,099 shares during the quarter. Sei Investments Co.’s holdings in Portland General Electric were worth $11,898,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of POR. First Citizens Bank & Trust Co. grew its holdings in shares of Portland General Electric by 2.0% during the first quarter. First Citizens Bank & Trust Co. now owns 10,997 shares of the utilities provider’s stock worth $580,000 after buying an additional 218 shares in the last quarter. Magellan Asset Management Ltd boosted its position in Portland General Electric by 24.3% during the 1st quarter. Magellan Asset Management Ltd now owns 102,916 shares of the utilities provider’s stock worth $5,431,000 after acquiring an additional 20,110 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Portland General Electric by 1.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,831,142 shares of the utilities provider’s stock worth $96,629,000 after acquiring an additional 18,146 shares in the last quarter. Parallel Advisors LLC raised its holdings in shares of Portland General Electric by 14.8% in the first quarter. Parallel Advisors LLC now owns 5,673 shares of the utilities provider’s stock valued at $299,000 after purchasing an additional 730 shares during the last quarter. Finally, Swiss National Bank raised its holdings in shares of Portland General Electric by 3.1% in the first quarter. Swiss National Bank now owns 222,700 shares of the utilities provider’s stock valued at $11,752,000 after purchasing an additional 6,600 shares during the last quarter.

Key Headlines Impacting Portland General Electric

Here are the key news stories impacting Portland General Electric this week:

• Positive Sentiment: Industrial customer demand increased 11% year over year, supported by continued expansion from high-tech and data-center customers. Management said second-quarter results reflected strong operational execution. Portland General Electric Announces Second Quarter 2026 Results
• Positive Sentiment: POR reaffirmed its 2026 adjusted EPS guidance of $3.33 to $3.53, indicating that management continues to expect the business to perform within its previously established range. Portland General Electric Announces Second Quarter 2026 Results
• Neutral Sentiment: The company proposed additional rate increases across customer classes. If approved, the changes could support revenue and cost recovery, although regulatory approval and potential customer resistance remain considerations. Portland General Electric proposes more rate increases across customer classes
• Neutral Sentiment: Management’s earnings call emphasized operational execution, industrial-load growth and the company’s outlook, but did not appear to provide a major upward revision to guidance. POR Q2 2026 Earnings Call Transcript
• Negative Sentiment: Second-quarter revenue was $814 million, below the $839.75 million analyst consensus, while adjusted EPS of $0.64 was slightly below the $0.65 consensus in some reports. GAAP EPS was $0.59, compared with $0.66 a year earlier. Portland General Electric earnings report
• Negative Sentiment: The midpoint of POR’s 2026 adjusted EPS guidance is $3.43, modestly below the $3.39 consensus only at the midpoint? Actually, the range’s lower bound is below consensus and the midpoint is slightly above it; however, the broad range leaves limited upside certainty. Earnings also declined from the prior-year quarter, contributing to investor caution.

Portland General Electric Trading Down 1.3%

Shares of NYSE:POR opened at $49.44 on Friday. Portland General Electric Company has a 52-week low of $40.81 and a 52-week high of $54.62. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.95 and a current ratio of 1.09. The company has a market capitalization of $5.72 billion, a P/E ratio of 22.07, a price-to-earnings-growth ratio of 2.16 and a beta of 0.52. The company has a 50-day simple moving average of $51.19 and a 200 day simple moving average of $51.32.

Portland General Electric (NYSE:POR) last announced its quarterly earnings results on Friday, July 31st. The utilities provider reported $0.64 earnings per share for the quarter, missing analysts’ consensus estimates of $0.65 by ($0.01). The business had revenue of $814.00 million for the quarter, compared to analyst estimates of $839.75 million. Portland General Electric had a return on equity of 7.57% and a net margin of 7.12%.Portland General Electric’s quarterly revenue was up .9% compared to the same quarter last year. During the same period last year, the firm earned $0.66 EPS. Portland General Electric has set its FY 2026 guidance at 3.330-3.530 EPS. Sell-side analysts forecast that Portland General Electric Company will post 3.38 earnings per share for the current year.

Portland General Electric Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Friday, September 25th will be paid a dividend of $0.5513 per share. This represents a $2.21 annualized dividend and a dividend yield of 4.5%. The ex-dividend date is Friday, September 25th. Portland General Electric’s payout ratio is currently 98.21%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Portland General Electric in a research report on Friday, May 15th. Zacks Research downgraded shares of Portland General Electric from a “hold” rating to a “strong sell” rating in a research report on Monday, July 6th. Wells Fargo & Company set a $51.00 price target on shares of Portland General Electric in a research note on Tuesday, April 21st. BMO Capital Markets cut their price target on shares of Portland General Electric from $55.00 to $54.00 and set a “market perform” rating on the stock in a research report on Wednesday, July 22nd. Finally, JPMorgan Chase & Co. increased their price objective on shares of Portland General Electric from $51.00 to $54.00 and gave the stock a “neutral” rating in a research note on Monday, April 20th. One research analyst has rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $50.90.

Insiders Place Their Bets

In related news, Director Michael A. Lewis sold 1,537 shares of the stock in a transaction on Monday, July 27th. The stock was sold at an average price of $51.83, for a total value of $79,662.71. Following the sale, the director owned 15,045 shares in the company, valued at approximately $779,782.35. This represents a 9.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Juan Diego Gallegos sold 2,750 shares of the stock in a transaction on Friday, May 8th. The shares were sold at an average price of $48.67, for a total value of $133,842.50. Following the completion of the sale, the vice president owned 12,127 shares in the company, valued at approximately $590,221.09. This trade represents a 18.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,787 shares of company stock valued at $581,230 over the last 90 days. 0.52% of the stock is owned by insiders.

Portland General Electric Company Profile

Portland General Electric (NYSE:POR) is an investor-owned electric utility headquartered in Tigard, Oregon, with roots tracing back to the late 19th century. The company generates, transmits and distributes electricity to residential, commercial and industrial customers across a broad territory in Oregon, primarily encompassing the Portland metropolitan area and surrounding regions.

As one of Oregon’s largest electric utilities, Portland General Electric operates a diverse portfolio of generation assets, including hydroelectric facilities, natural gas–fired plants and renewable energy sources.