American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing segments. The company generates electricity using coal and lignite, natural gas, renewable, nuclear, hydro, solar, wind, and other energy sources. It also supplies and markets electric power at wholesale to other electric utility companies, rural electric cooperatives, municipalities, and other market participants. American Electric Power Company, Inc. was incorporated in 1906 and is headquartered in Columbus, Ohio.

American Electric Power Company, Inc.

What happened
According to a filing with the U.S. Securities and Exchange Commission (SEC) dated August 19, 2025, Slocum, Gordon & Co LLP reported selling all 20,789 shares of Kimberly-Clark Corporation (NASDAQ:KMB) during the second quarter.
The estimated transaction value, based on the quarterly average price for Q2 2025, was approximately $2.96 million. The move reduced the fund’s position in Kimberly-Clark to zero as of June 30, 2025.
What else to know
Top holdings after the filing:
Procter & Gamble: $7.91 million (6.37% of AUM)
NextEra Energy: $7.51 million (6.05% of AUM)
Exxon Mobil: $7.46 million (6.01% of AUM)
Merck: $7.44 million (5.99% of AUM)
American Electric Power: $6.99 million (5.63% of AUM)
Kimberly-Clark shares were priced at $131.33 as of August 18, 2025, with a 1-year price drop of 8.46%. The shares underperformed the S&P 500 by 23.5 percentage points over this period.
Dividend yield: 3.74%. Forward P/E: 17.34. EV/EBITDA (TTM): 13.0 (as of 2025-06-30). Percentage off 52-week high: 11.9% as of 2025-08-18.
Company Overview
Metric
$43.6 billion
Revenue (TTM)
$19.72 billion
Net Income (TTM)
$2.43 billion
Dividend Yield
3.74%
Company Snapshot
Manufactures and markets personal care products (diapers, wipes, feminine and incontinence care), consumer tissue (facial and bathroom tissues, paper towels), and professional hygiene solutions under brands such as Huggies, Kleenex, Scott, and Kotex.
Generates revenue primarily through direct sales to supermarkets, mass merchandisers, drugstores, warehouse clubs, and e-commerce platforms, as well as via distributors for both household and away-from-home use.
Serves retail consumers globally and commercial clients in sectors including manufacturing, lodging, office buildings, and food service.
Kimberly-Clark manufactures and markets a broad portfolio of trusted brands in personal care and tissue products. Its established presence in both retail and professional channels underpins its competitive advantage in the household and personal products industry.
Foolish take
Kimberly-Clark was one of the darlings of the pandemic, when consumers literally couldn’t buy enough toilet paper, tissues, and other paper goods. However, the initial pandemic surge did die out, causing the stock price to stagnate over time. In the last five years, the stock is down more than 15%. Year to date it’s up again by 1.69%, but that’s hardly worth writing home about.
Although Kimberly-Clark owns a number of brands that produce products that people need every day, including diapers and feminine hygiene products, the stock has failed to perform to expectations, including earnings misses in two of the last four quarters that may be attributed to an increasingly cost-sensitive consumer who may be choosing generic versions of this company’s products instead.
Declining birth rates are also not helping in core areas like diapers, though an aging population could increase demand for adult diapers over time. The company is currently undergoing restructuring that may help to reposition it for the future, including divesting smaller and less profitable business lines and focused harder on geographic growth opportunities and manufacturing optimization.
Challenges remain as global tariff negotiations continue to drag on and uncertainty abounds. Higher tariffs may mean Kimberly-Clark has to raise prices and this may cause further damage with that already stretched consumer who may be choosing cheaper options.
Glossary
Fully exited: When an investor sells all shares of a particular holding, reducing their position to zero.
Position: The amount of a particular security or asset held by an investor or fund.
Transaction value: The total dollar amount received or paid in a single buy or sell operation.
Stake: The ownership interest or share an investor holds in a company or fund.
AUM (Assets Under Management): The total market value of investments managed by a fund or investment firm.
13F: A quarterly report filed by institutional investment managers disclosing their equity holdings.
Dividend yield: Annual dividends per share divided by the share price, shown as a percentage.
Forward P/E: Price-to-earnings ratio using forecasted earnings for the next year.
EV/EBITDA: Enterprise value divided by earnings before interest, taxes, depreciation, and amortization; measures company valuation.
TTM: The 12-month period ending with the most recent quarterly report.
52-week high: The highest price at which a stock traded during the past year.
Liquidation: The process of selling off an asset or position, often to exit an investment completely.
Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,052%* — a market-crushing outperformance compared to 183% for the S&P 500.
They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.
*Stock Advisor returns as of August 18, 2025
Kristi Waterworth has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Merck and NextEra Energy. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Slocum Gordon Exits Stake in Kimberly-Clark Worth Nearly $3 Million

American Electric Power Co Inc (Symbol: AEP) has been named as a Top 10 dividend paying utility stock, according to Dividend Channel, which published its weekly ''DividendRank'' report. The report noted that among utilities, AEP shares displayed both attractive valuation metrics and strong profitability metrics. The report also cited the strong quarterly dividend history at American Electric Power Co Inc, and favorable long-term multi-year growth rates in key fundamental data points.
The report stated, ''Dividend investors approaching investing from a value standpoint are generally most interested in researching the strongest most profitable companies, that also happen to be trading at an attractive valuation. That's what we aim to find using our proprietary DividendRank formula, which ranks the coverage universe based upon our various criteria for both profitability and valuation, to generate a list of the top most 'interesting' stocks, meant for investors as a source of ideas that merit further research.''
The annualized dividend paid by American Electric Power Co Inc is $3.72/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 08/08/2025. Below is a long-term dividend history chart for AEP, which Dividend Channel stressed as being of key importance. Indeed, studying a company's past dividend history can be of good help in judging whether the most recent dividend is likely to continue.
CBPO Stock Predictions
Funds Holding IEFA
NTRS shares outstanding history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AEP's Strong Dividend History Helps Get It To The Top 10

Vistra Corp. VST reported second-quarter 2025 earnings of $1.01 per share, which beat the Zacks Consensus Estimate of 98 cents by 3.1%. In the year-ago quarter, the company reported earnings of 90 cents per share.
Total Revenues of VST
Sales for the quarter totaled $4.25 billion, which missed the Zacks Consensus Estimate of $4.98 billion by 14.8%. However, the top line increased 10.5% from $3.85 billion recorded in the year-ago quarter.
Vistra Corp. Price, Consensus and EPS Surprise
VST’s Operational Highlights
Fuel, purchased power costs and delivery fees amounted to $1.97 billion, up 23.6% from the year-ago quarter’s $1.59 billion.
Operating costs for the quarter totaled $733 million, up 16.7% from the year-ago quarter’s $628 million.
Selling, general and administrative expenses amounted to $419 million, up 11.7% from the year-ago quarter’s $375 million.
Operating income totaled $515 million compared with $808 million in the year-ago quarter.
Interest expenses and related charges amounted to $303 million, up 25.7% year over year.
Vistra continues to expand its clean energy generation portfolio and is constructing various solar and storage projects to meet rising demand from customers. During the quarter, the company received approval to extend operations of its 1,268-MW Perry Nuclear Power Plant for an additional 20 years, through 2046.
VST’s Financial Highlights
Cash and cash equivalents totaled $0.45 billion as of June 30, 2025, compared with $1.22 billion as of Dec. 31, 2024.
Net cash flow provided by operating activities in the first half of 2025 totaled $1.17 billion compared with $1.5 billion in the year-ago period.
Total capital expenditures for the first six months of 2025 totaled $1.46 billion compared with $0.96 billion a year ago.
Available liquidity of the company as of June 30, 2025, was $2.62 billion, enough to meet its near-term obligations.
As of Aug. 2, 2025, Vistra has executed $5.4 billion in share repurchases since November 2021. Vistra had 339 million shares outstanding, representing a 30% reduction of the amount of the shares outstanding as of Nov. 2, 2021, and $1.4 billion of the share repurchase authorization remains available, which it expects to complete by the end of 2026
VST’s Guidance
The company continues to expect its 2025 ongoing operations adjusted EBITDA and ongoing operations adjusted free cash flow before growth to be in the band of $5.5-$6.1 billion and $3-$3.6 billion, respectively.
VST’s Zacks Rank
The company currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Utility Releases
NextEra Energy, Inc. NEE reported second-quarter 2025 adjusted earnings of $1.05 per share, which beat the Zacks Consensus Estimate of $1.02 by 2.9%. The bottom line was also up nearly 9.4% year over year.
NEE’s long-term (three-to-five years) earnings growth rate is 7.89%. It delivered an average earnings surprise of 3.51% in the last four quarters.
American Electric Power Company, Inc. AEP reported second-quarter 2025 operating earnings per share of $1.43, which beat the Zacks Consensus Estimate of $1.28 by 11.7%. The bottom line inched up 14.4% from $1.25 recorded in the year-ago quarter.
AEP’s long-term earnings growth rate is 6.43%. It delivered an average earnings surprise of 6.61% in the last four quarters.
Exelon Corporation’s EXC second-quarter 2025 earnings of 39 cents per share beat the Zacks Consensus Estimate of 37 cents by 5.4%.
EXC’s long-term earnings growth rate is 6.34%. It delivered an average earnings surprise of 10.05% in the last four quarters.
See our %%CTA_TEXT%% report – free today!
7 Best Stocks for the Next 30 Days
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Vistra Q2 Earnings Beat Estimates, Revenues Miss, Both Up Y/Y

The need for clean electricity is rising sharply due to a number of factors, including the development of enormous artificial intelligence-powered data centers, urbanization, industrial growth, rising global temperatures that increase the need for air conditioners, and the growing popularity of electric vehicles.
Compared to other clean energy sources, nuclear power plants require significantly less land to generate the same amount of electricity. While all conventional energy sources produce waste during electricity generation, nuclear energy stands out as the only one that systematically manages and safely stores its waste.
Nuclear power plants are known for their high-capacity factor, which means that they can operate at or near their maximum output for a long time. Nuclear power provides carbon-free electricity and a continuous power supply, even in extreme weather conditions. Production tax credits are also advantageous for nuclear energy because they help offset the high upfront costs of constructing nuclear power plants, making them more competitive than alternative energy sources.
With this increasing importance, utility stocks like Constellation Energy Corporation CEG and American Electric Power AEP are becoming attractive investment options.
The Case for CEG Stock
Constellation Energy is the largest nuclear power operator in the United States, with a significant portfolio of nuclear power plants. Altogether, CEG generates 10% of the nation’s carbon-free energy. Its fleet of nuclear, hydro, wind, and solar generation facilities produces enough energy to power more than 16 million homes and businesses through more than 32,400 megawatts (MW) of capacity and an annual output that is nearly 90% carbon-free.
Constellation Energy owns and operates 12 nuclear facilities with the capacity to generate approximately 22,000 MW of electricity. The company can meet the growing demand from power-intensive industries like data centers, thanks to its strong nuclear infrastructure.
The Case for AEP Stock
American Electric Power owns and operates the Donald C. Cook Nuclear Plant in Michigan, which has two reactors. American Electric Power is involved in the development and potential deployment of Small Modular Reactors (“SMRs”), which are smaller and more flexible nuclear reactors. The company is exploring SMRs as a future energy resource to meet growing energy demands.
American Electric Power anticipates new loads to come online in the next three years, buoyed by growing economic development and an increasing number of data centers. AEP has been making significant investments to strengthen its grid to meet the growing electricity demand.
Let's compare the two stocks' fundamentals to find out which one is a better investment pick at present.
How Do Zacks Estimates Compare for CEG & AEP?
The Zacks Consensus Estimate for Constellation Energy’s 2025 and 2026 earnings per share (EPS) has remained unchanged for 2025 and increased 0.87% for 2026 in the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for American Electric Power’s EPS for 2025 and 2026 has increased 0.17% and 0.32%, respectively, in the past 60 days.
Image Source: Zacks Investment Research
CEG & AEP’s Long-term Strategic Investment Plans
Constellation Energy’s strategic investment plans and focus on expanding its renewable portfolio drive its earnings performance. The company expects capital expenditures of nearly $3 billion and $3.5 billion for 2025 and 2026, respectively. Nearly 35% of projected capital expenditures are for the acquisition of nuclear fuel, which includes additional nuclear fuel to increase inventory levels.
American Electric Power currently plans to invest $54 billion over the 2025-2029 period. It aims to invest approximately $25.4 billion in its transmission and distribution business during the same period. Nearly $0.5 billion of investment is planned for nuclear generation. Such hefty investments should enable American Electric Power to achieve its long-term earnings growth target of 6-8%.
CEG & AEP’s Return on Equity (ROE)
ROE measures how efficiently a company is utilizing its shareholders’ funds to generate profits. Constellation Energy’s current ROE is 21.93% compared with American Electric Power’s 11.68%.
CEG & AEP’s Dividend Yield
Utility companies generally distribute dividends and increase shareholders’ value. Currently, the dividend yield for Constellation Energy is 0.48% compared with the Zacks S&P 500 Composite’s average of 1.17%, and the same for American Electric Power is 3.41%.
CEG or AEP: Which Is a Better Choice Now?
Constellation Energy's substantial nuclear capacity, efficient operations, and consistent production enable it to fulfill the increasing demand from data centers. American Electric Power is involved in the development and potential deployment of SMRs as a future energy resource to meet growing energy demands.
Both stocks have a lot of potential in the energy sector and can provide investors with significant growth opportunities.
However, our choice at the moment is American Electric Power, given its better earnings growth and dividend yield. Both CEG and AEP stocks carry a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
(We are reissuing this article to correct a mistake. The original article, issued on July 25, 2025, should no longer be relied upon.)
Only $1 to See All Zacks' Buys and Sells
We're not kidding.
Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity.
Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CEG vs. AEP: Which Utility Is Best Positioned for Long-Term Growth? (Revised)

The utility sector enjoyed its strongest winning streak in more than 15 years last month, emerging as the month’s standout performer despite broader market attention being focused on AI and mega-cap tech stocks. The stocks in the sector logged a consecutive seventh-month gain, reflecting a rare period of sustained sector confidence, underpinned by both short-term demand and structural tailwinds.
Reaves Utilities ETF UTES has emerged as the biggest winner, jumping 8.6% in July. It was followed by gains of 6.8% for Invesco Dorsey Wright Utilities Momentum ETF PUI, 6% for Invesco S&P 500 Equal Weight Utilities ETF RSPU and 5.4% each for First Trust Utilities AlphaDEX Fund FXU and Fidelity MSCI Utilities Index ETF FUTY (see: all the Utilities ETFs here).
What’s Driving the Rally?
Surging Power Demand: Extreme heat across the United States triggered a spike in residential power consumption (air conditioning and refrigeration lifted volumes for utility companies) during the month. Additionally, an unprecedented jump in electricity usage from AI training and data centers to electric vehicle charging is driving demand. Research forecasts electricity demand to grow by ~55% between 2020 and 2040, compared to just 9% over the previous two decades.
AI Paving the Growth: Utilities serving data-center clients like Amazon AMZN, Microsoft MSFT and Meta META are negotiating infrastructure deals where those tech firms fund expansions. For example, American Electric Power AEP locks in infrastructure costs with data centers and foresees 28% earnings growth by 2028, while Entergy projects 13% annual industrial sales growth.
Rate Requests on the Rise: Utilities have filed roughly $29 billion in rate increase requests through the first half of 2025, nearly double the prior year, driven by rising wholesale costs, aging grids and infrastructure investment needs.
Defensive Investment: Investors are rotating into utilities as a defensive haven amid broader market uncertainty. Utilities are traditionally seen as a safe harbor due to their consistent and often generous dividend payouts, which appeal to income-focused investors. The sector benefits from a high degree of regulatory oversight, which provides clarity on rate adjustments and helps ensure a steady stream of revenue. These regulated returns, combined with the essential nature of utility services like electricity, gas and water, contribute to highly predictable earnings, even during economic slowdowns. As volatility rises in other areas of the market, utilities offer a compelling blend of lower risk, income generation and operational resilience (read: 5 Factors to Play Defensive Now: ETFs in Focus).
Solid Industry Fundamentals: The sector continues to benefit from an ever-increasing population, which is pushing up demand for utility supplies like water, gas and electricity. The increased adoption of electric vehicles will also boost electricity demand for companies within the utilities sector.
ETFs in Focus
Reaves Utilities ETF (UTES)
Reaves Utilities ETF is the only actively managed ETF that seeks to provide returns through a combination of capital appreciation and income, primarily through investments in utility stocks. It holds 22 stocks with a double-digit concentration on the top three firms. UTES has AUM of $740.7 million and trades in an average daily volume of 153,000 shares. It charges 49 bps in annual fees.
Invesco Dorsey Wright Utilities Momentum ETF (PUI)
Invesco Dorsey Wright Utilities Momentum ETF offers exposure to 34 companies that are showing relative strength (momentum) and tracks the Dorsey Wright Utilities Technical Leaders Index. Electric utilities and multi-utilities account for 42% and 25.2% of the assets, respectively, while gas utilities round off the next spot with a double-digit exposure. Invesco Dorsey Wright Utilities Momentum ETF charges 60 bps in annual fees and sees a light volume of around 5,000 shares on average. It has AUM of $75 million.
Invesco S&P 500 Equal Weight Utilities ETF (RSPU)
Invesco S&P 500 Equal Weight Utilities ETF offers exposure to 33 equal-weighted companies in the utilities sector of the S&P 500 Index and tracks the S&P 500 Equal Weight Utilities Plus Index. Electric utilities and multi-utilities account for 54.4% and 32.1% of the assets, respectively, while independent power and renewable electricity round off the next spot with 7.2% exposure. Invesco S&P 500 Equal Weight Utilities ETF charges 40 bps in annual fees. It has AUM of $447.7 million and trades in an average daily volume of 44,000 shares.
First Trust Utilities AlphaDEX Fund (FXU)
First Trust Utilities AlphaDEX Fund employs the AlphaDEX stock selection methodology to select stocks from the Russell 1000 Index. It follows the StrataQuant Utilities Index, holding 40 stocks in its basket. First Trust Utilities AlphaDEX Fund has amassed $1.7 billion and charges 63 bps in annual fees. Volume is good as it exchanges 277,000 shares in hand per day (read: 5 Sector ETFs Set to Power Q2 Earnings Growth).
Fidelity MSCI Utilities Index ETF (FUTY)
Fidelity MSCI Utilities Index ETF provides exposure to 67 utility stocks with AUM of $2 billion. This is done by tracking the MSCI USA IMI Utilities Index. Here too, electric utilities and multi utilities are the top two sectors with 60.8% and 24% share, respectively. Fidelity MSCI Utilities Index ETF has an expense ratio of 0.08%, while the average daily volume is good at 162,000 shares a day.
Boost Your Portfolio with Our Top ETF Insights
Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.
Don’t miss out on this valuable resource. It’s free!
Get it now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Utilities Witness Longest Win Streak Since 2009: ETFs to Play

Friday, August 1, 2025
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp. (ORCL), The Walt Disney Co. (DIS) and KKR & Co. Inc. (KKR). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Jobs Shrink in the Summer of '25, Pre-Markets Lower
Today's Featured Research Reports
Oracle’s shares have outperformed the Zacks Computer - Software industry over the past year (+85.8% vs. +32.6%). The company is benefiting from continued momentum from its Oracle Cloud Infrastructure business, including from winning cloud-computing contracts from AI-focused startups.
ORCL’s continued investment in cloud infrastructure, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, positions it well for sustained growth in the dynamic software industry. Its partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google bodes well. Oracle’s Gen 2 Cloud is driving artificial intelligence clientele. The company's share buybacks and dividend policy are noteworthy.
The Zacks analyst expects fiscal 2026 net sales to grow 14.8% from fiscal 2025. However, higher spending on product enhancements, toward the cloud platform amid increasing competition in the cloud domain, is likely to limit margin expansion.
(You can read the full research report on Oracle here >>>)
Shares of Walt Disney have outperformed the Zacks Media Conglomerates industry over the past year (+31.2% vs. +27.1%). The company is benefiting from strength in Domestic Parks & Experiences revenues driven by growth at domestic parks, Disney Vacation Club and Disney Cruise Line, partially offset by decline at international locations including Shanghai Disney Resort and Hong Kong Disneyland Resort.
In Entertainment, DIS expects double-digit percentage segment operating income growth in fiscal 2025. We expect fiscal 2025 net sales to increase 3.7% from fiscal 2024. However, Disney+’s profitability is expected to be hurt by higher investments in content, which will also increase programming and production costs in the Entertainment segment.
For fiscal Q3, Disney expects a modest increase in its Disney+ subscriber base on a sequential basis. Disney's declining ad revenues is an overhang. The company's leveraged balance sheet remains a concern.
(You can read the full research report on Walt Disney here >>>)
KKR’s shares have outperformed the Zacks Financial - Investment Management industry over the past year (+31.2% vs. +28.2%). The company’s earnings beat estimates in the trailing four quarters. The second-quarter 2025 results primarily reflect impressive growth in its assets under management (AUM) balance. The company continues to enhance and diversify its offerings, supporting its long-term goal of reaching $1 trillion in AUM by 2030.
The addition of the latest capabilities to capture growing opportunities from infrastructure, real estate, growth and core investing activities is expected to scale its core businesses. Its solid liquidity position enables continued capital distribution.
However, its lower return on equity (ROE) compared with the industry’s average indicates less efficiency in using its shareholders’ funds. The stock is trading at a premium, limiting its near-term upside potenial.
(You can read the full research report on KKR here >>>)
Other noteworthy reports we are featuring today include American Electric Power Company, Inc. (AEP), Principal Financial Group, Inc. (PFG) and Snap-on Inc. (SNA).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Capex Aids American Electric (AEP) Amid High Interest Costs
Per the Zacks analyst, solid capital expenditure in transmission and distribution should benefit American Electric. Yet, increasing interest expenses might hurt its bottom-line performance
Solid Retirement Business Aids Principal Financial (PFG)
Per the Zacks analyst, Principal is set to grow on solid retirement business in Latin America and Asia as well as group benefits and protection in the US. However, higher expenses hurt its margins.
Snap-On's (SNA) RCI Program Aids Sales & Margins Growth
Per the Zacks analyst, Snap-On's focus on the rapid continuous improvement (RCI) program, designed to enhance organizational effectiveness and minimize costs, has boosted sales, margins
Strong Bookings Aid Norwegian Cruise NCLH), High Costs Ail
Per the Zacks analyst, Norwegian Cruise benefits from strong booking trends and focus on fleet expansion & enhancements efforts. However, elevated operating expenses and macro woes are concerns.
Cabometyx, Positive Pipeline Progress Fuels Exelixis (EXEL)
Per the Zacks analyst, Exelixis' lead drug Cabometyx maintains momentum on strong demand along with continued label expansions. The recent pipeline development is encouraging as well.
Align (ALGN) Accelerates Global Growth of Invisalign System
The Zacks analyst is impressed with Align Invisalign expansion with strong teen adoption, new product launches and geographic growth across APAC, EMEA and North America.
Magnolia Oil (MGY) to Gain from Strong Production Volumes
The Zacks analyst believes that strong volumes from Giddings asset positions Magnolia for robust operational momentum but its geographic concentration increases operational risks.
New Upgrades
Cost Structure, Shareholder-Friendly Moves Aid LATAM Airlines (LTM)
Per the Zacks Analyst, LATAM Airlines is benefiting from its lean cost structure, expanding operations and strategic partnerships. Efforts to reward shareholders boost investor confidence.
InterDigital (IDCC) Rides on Healthy Licensing Momentum
Per the Zacks analyst, strong licensing momentum in the smartphone and consumer electronics vertical will likely drive InterDigital's top line. Focus on AI integration is a positive.
Sawatch Labs Acquisition & Strong Liquidity Aids WEX (WEX)
Per the Zacks analyst, Sawatch Labs' buyout assists WEX in advancing its ability to support customers through EV evaluation processes. It maintains strong liquidity, with a current ratio above 1.
New Downgrades
Weak Demand, Lower Siloxane Prices Ail Dow (DOW)
Per the Zacks analyst, Dow faces headwinds from weaker demand due to lower consumer spending. Weaker siloxane prices will also exert pressure on its margins.
Lower Gross Margin Hurts FormFactor's (FORM) Prospects
Per the Zacks analyst, FormFactor's gross margin expansion is expected to suffer from unfavorable shift in product mix and higher expenses.
Increase In Medical Cost Hurt UnitedHealth's (UNH) Growth
Per the Zacks analyst, rising utilization will increase UnitedHealth's medical cost and affect profit level. Moreover, the company's deteriorating MCR is concerning.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Analyst Reports for Oracle, Walt Disney & KKR

Dominion Energy Inc. D delivered second-quarter 2025 operating earnings of 75 cents per share, which beat the Zacks Consensus Estimate of 69 cents by 8.7%. The bottom line increased 15.4% from the year-ago quarter's level.
GAAP earnings were 88 cents per share compared with 64 cents in the year-ago quarter. The differences between GAAP and operating earnings for the period primarily reflect gains and losses from nuclear decommissioning trust funds, the mark-to-market impact of economic hedging activities and other non-operational adjustments.
Revenues of Dominion Energy
Revenues of $3.81 billion beat the Zacks Consensus Estimate of $3.64 billion by 4.5%. The top line also increased 9.3% from $3.49 billion in the year-ago quarter.
Dominion Energy Inc. Price, Consensus and EPS Surprise
Highlights of D’s Q2 Release
Total operating expenses rose 1.2% year over year to $2.71 billion due to an increase in other operations and maintenance expenses, and electric fuel and other energy-related purchases compared with the year-ago period.
Dominion Energy registered attractive customer growth across its Virginia and South Carolina service areas and commercial load growth driven by data centers.
Interest and related charges in the quarter were up 7.5% year over year.
Operating net earnings in the reported quarter were $649 million, up 14.5% year over year.
Segmental Details of Dominion Energy
Dominion Energy Virginia: Net income was $549 million, up 13.2% year over year.
Dominion Energy South Carolina: Net income of $109 million increased 58% on a year-over-year basis.
Contracted Energy: Net income of $47 million decreased 53% from $100 million in the year-ago quarter.
Corporate and Other: Net loss of $56 million was narrower than the loss of $87 million in the prior-year quarter.
Dominion Energy’s Financial Highlights
Current assets as of June 30, 2025, were $344 million compared with $310 million as of Dec. 31, 2024.
Total long-term debt as of June 30, 2025, was $35.9 billion, up from $33.03 billion as of Dec. 31, 2024.
In the first half of 2025, cash provided from operating activities was $2.42 billion compared with $2.84 billion in the year-ago period.
Guidance of Dominion Energy
Dominion Energy reiterated its 2025 operating earnings guidance to $3.28-$3.52 per share. The Zacks Consensus Estimate is pegged at $3.39 per share, which is a tad lower than the midpoint of the guided range.
D reiterated its long-term annual operating earnings growth guidance of 5-7% from 2025 operating earnings per share (EPS). The company expects to invest $50 billion in the 2025-2029 time period.
Dominion Energy’s Zacks Rank
Currently, Dominion Energy has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Other Releases
NextEra Energy, Inc. NEE reported second-quarter 2025 adjusted earnings of $1.05 per share, which beat the Zacks Consensus Estimate of $1.02 by 2.9%. The bottom line was also up nearly 9.4% year over year.
NEE’s long-term (three-to-five years) earnings growth rate is 7.89%. It delivered an average earnings surprise of 3.51% in the last four quarters.
American Electric Power Company, Inc. AEP reported second-quarter 2025 operating EPS of $1.43, which beat the Zacks Consensus Estimate of $1.28 by 11.7%. The bottom line inched up 14.4% from $1.25 recorded in the year-ago quarter.
AEP’s long-term earnings growth rate is 6.43%. It delivered an average earnings surprise of 6.61% in the last four quarters.
FirstEnergy Corporation FE reported second-quarter 2025 adjusted EPS of 52 cents, which beat the Zacks Consensus Estimate of 50 cents by 4%.
FE’s long-term earnings growth rate is 6.43%. It delivered an average earnings surprise of 1.2% in the last four quarters.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dominion Beats on Q2 Earnings & Revenues, Adds Customers

Ameren Corporation AEE reported second-quarter 2025 earnings of $1.01 per share, which beat the Zacks Consensus Estimate of $1 by 1%. The bottom line also improved 4.1% from the year-ago quarter’s 97 cents.
The year-over-year upside in the bottom line can be attributed to higher revenues and operating income generated in the second quarter of 2025 compared to the second quarter of 2024.
AEE’s Total Revenues
Total revenues came in at $2.22 billion in the reported quarter, up 31.2% year over year. Revenues also beat the Zacks Consensus Estimate of $1.84 billion by 20.7%.
Ameren Corporation Price, Consensus and EPS Surprise
AEE: Highlights of the Release
Ameren’s total electricity sales volumes decreased 8.4% to 15,672 million kilowatt-hours (kWh) compared with 17,110 million kWh in the year-ago period. Gas volumes rose 6.5% to 33 million dekatherms from the prior-year period’s level.
Total operating expenses were $1.81 billion, up 35.9% year over year.
The company’s interest expenses in the second quarter totaled $187 million compared with the prior-year quarter’s $165 million.
AEE’s Segmental Results
The Ameren Missouri segment reported earnings of $150 million compared with $128 million a year ago. This year-over-year increase was driven by new electric service rates that became effective June 1, 2025, earnings on increased infrastructure investments and lower operations and maintenance expenses.
The Ameren Illinois Electric Distribution segment reported earnings of $64 million in the second quarter compared with $61 million in the previous year.
The Ameren Illinois Natural Gas segment posted earnings of $10 million in the second quarter compared with $6 million in the prior year.
The Ameren Transmission segment reported earnings of $86 million in the second quarter compared with $79 million a year ago.
AEE’s Financial Condition
Ameren reported cash and cash equivalents of $11 million as of June 30, 2025 compared with $7 million at the end of 2024.
As of June 30, 2025, the long-term debt totaled $18.81 billion compared with $17.26 billion as of Dec. 31, 2024.
As of June 30, 2025, the cash flow from operating activities amounted to $1.29 billion compared with $1.05 billion a year ago.
AEE’s Guidance
Ameren reaffirmed its 2025 earnings guidance. It expects to generate earnings per share (EPS) in the range of $4.85-$5.05. The Zacks Consensus Estimate for 2025 earnings is pegged at $4.94, which lies just below the midpoint of the company’s guided range.
AEE’s Zacks Rank
Ameren currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Utility Releases
American Electric Power Company, Inc. AEP reported second-quarter 2025 operating EPS of $1.43, which beat the Zacks Consensus Estimate of $1.28 by 11.7%. The bottom line inched up 14.4% from $1.25 recorded in the year-ago quarter.
AEP’s revenues of $5.09 billion rose 11.1% from the year-ago quarter’s level of $4.58 billion. The top line also beat the Zacks Consensus Estimate of $4.94 billion by 2.9%.
CMS Energy Corporation CMS reported second-quarter 2025 EPS of 71 cents, which outpaced the Zacks Consensus Estimate of 67 cents by 6%. The bottom line also increased 7.6% from 66 cents in the prior-year quarter.
Operating revenues totaled $1.84 billion, which surpassed the Zacks Consensus Estimate of $1.69 billion by 9%. The top line also increased 14.4% from $1.61 billion in the prior-year quarter.
NextEra Energy, Inc. NEE reported second-quarter 2025 adjusted earnings of $1.05 per share, which topped the Zacks Consensus Estimate of $1.02 by 2.9%. The bottom line was also up nearly 9.4% year over year.
In the second quarter, NextEra Energy’s operating revenues were $6.7 billion, which missed the Zacks Consensus Estimate of $7.22 billion by 7.28%. However, the top line improved 10.4% year over year.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ameren Q2 Earnings Higher Than Expected, Revenues Increase Y/Y

Edison International EIX is scheduled to release second-quarter 2025 results on July 31, after market close.
The company delivered an earnings surprise of 13.22% in the last reported quarter. Moreover, EIX delivered a trailing four-quarter average earnings surprise of 8.82%.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors to Consider Ahead of EIX’s Q2 Results
Edison International’s service territories witnessed a more or less moderate temperature pattern during the second quarter of 2025, except for May, when above-normal temperatures prevailed. While a moderate temperature pattern can be expected to have had a modest impact on EIX’s revenues, the above-normal temperatures in May likely led to increased electricity usage for cooling this spring, contributing positively to revenues. Therefore, overall weather conditions might have contributed favorably to the company’s second-quarter top-line performance.
Edison International Price and EPS Surprise
A few wildfires affected some parts of California during the quarter that are likely to have caused outages for some of EIX’s customers and damaged its infrastructure. Such outages might have hurt the company’s revenues.
Also, Lower operating revenues at EIX’s Southern California Edison ("SCE"), due to net lower expenses passed through to customers, may have contributed to a year-over-year decline in the company’s top line.
The increased operating expenses projected for the restoration of its infrastructure in response to the aforementioned wildfire and significant charges for wildfire-related claims, net of insurance recoveries, are expected to have hurt its second-quarter earnings.
However, strong rate base growth in prior quarters and the company’s ongoing wildfire cost mitigation efforts are likely to have contributed favorably to its quarterly bottom-line performance to some extent.
EIX’s Q2 Expectations
The Zacks Consensus Estimate for sales is pegged at $4.27 billion, which indicates a decrease of 1.6% from the year-ago number.
The Zacks Consensus Estimate for earnings is pegged at 96 cents per share, which calls for a decline of 21.3% from the prior-year quarter’s level.
What the Zacks Model Unveils for EIX
Our proven model does not conclusively predict an earnings beat for EIX this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: EIX has an Earnings ESP of -8.93%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, EIX carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Below, we have mentioned a few players from the same industry that have the right combination of elements to beat on earnings this reporting cycle:
CMS Energy CMS is expected to report second-quarter 2025 results on July 31, before market open. It has an Earnings ESP of +1.56% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for sales is pegged at $1.69 billion, which indicates a 5.1% improvement from the year-ago quarter’s figure. The consensus estimate for earnings is pinned at 67 cents per share.
American Electric Power AEP is set to report second-quarter 2025 earnings on July 30, before market open. It has an Earnings ESP of +4.71% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for sales is pegged at $4.76 billion, which indicates a 3.9% improvement from the year-ago quarter’s figure. The consensus estimate for earnings is pinned at $1.23 per share.
IDACORP IDA is set to report second-quarter 2025 results on July 31, before market open. It has an Earnings ESP of +4.55% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for sales is pegged at $453.4 million, which calls for a 0.5% improvement from the year-ago quarter’s figure. The consensus estimate for earnings is pinned at $1.70 per share.
Higher. Faster. Sooner. Buy These Stocks Now
A small number of stocks are primed for a breakout, and you have a chance to get in before they take off.
At any given time, there are only 220 Zacks Rank #1 Strong Buys. On average, this list more than doubles the S&P 500. We’ve combed through the latest Strong Buys and selected 7 compelling companies likely to jump sooner and climb higher than any other stock you could buy this month.
You'll learn everything you need to know about these exciting trades in our brand-new Special Report, 7 Best Stocks for the Next 30 Days.
Download the report free now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Edison International to Post Q2 Earnings: What's in Store for the Stock?

The AES Corporation AES is scheduled to release second-quarter 2025 results on July 31, 2025, after market close.
The company delivered a negative earnings surprise of 27.03% in the last reported quarter. However, AES holds a four-quarter average earnings surprise of 13.92%.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors to Consider Ahead of AES’ Q2 Results
AES’ service territories experienced a mixed temperature pattern during the April-June quarter, ranging from below-normal to above-average, accompanied by above-normal precipitation. So, the overall weather is likely to have had a moderate effect on the company’s quarterly revenues.
The AES Corporation Price and EPS Surprise
However, extreme weather conditions like hail, thunderstorms, tornadoes, severe rain, and strong wind gusts affected parts of AES’ service areas during a few days in the second quarter, which might have caused outages for the utility provider’s customers. This is likely to have adversely impacted the company’s overall top-line performance to some extent.
On a brighter note, favorable rate outcomes in the prior quarters and rapid data center expansion, bolstering energy demand, are expected to have favorably contributed to AES’ revenue growth in the soon-to-be-reported quarter.
The severe weather conditions during the second quarter might have resulted in infrastructural damage for AES, increasing its quarterly operating expenses for restoration. This, in turn, is likely to have hurt the company’s second-quarter earnings.
However, solid sales growth expectations, cost saving initiatives and favorable returns from its renewable projects and utilities businesses can be expected to have bolstered AES’ overall bottom-line performance.
Sale proceeds from the divestment of the 30% stake of AES Ohio, completed in April 2025, are likely to have strengthened AES’ overall cash position in the second quarter.
AES’ Q2 Expectation
The Zacks Consensus Estimate for revenues is pegged at $3.27 billion, which indicates growth of 11.3% from the prior-year quarter’s level.
The Zacks Consensus Estimate for earnings is pegged at 43 cents per share, which suggests an improvement of 13.2% from the bottom line reported a year ago.
What the Zacks Model Unveils for AES
Our proven model does not conclusively predict an earnings beat for AES this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: AES has an Earnings ESP of -6.68%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, AES carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Here, we have mentioned a few players from the same industry that have the right combination of elements to beat on earnings this reporting cycle:
CMS Energy CMS is expected to report second-quarter 2025 results on July 31, before market open. It has an Earnings ESP of +1.56% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for sales is pegged at $1.69 billion, which indicates a 5.1% improvement from the year-ago quarter’s figure. The consensus estimate for earnings is pinned at 67 cents per share.
American Electric Power AEP is set to report second-quarter 2025 earnings on July 30, before market open. It has an Earnings ESP of +4.71% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for sales is pegged at $4.76 billion, which indicates a 3.9% improvement from the year-ago quarter’s figure. The consensus estimate for earnings is pinned at $1.23 per share.
IDACORP IDA is set to report second-quarter 2025 results on July 31, before market open. It has an Earnings ESP of +4.55% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for sales is pegged at $453.4 million, which calls for a 0.5% improvement from the year-ago quarter’s figure. The consensus estimate for earnings is pinned at $1.70 per share.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

American Electric Power Company, Inc.

Trend

Trend Class

Trend Power

Pattern

EMA

EMA-20

EMA-50

EMA-100

EMA-20

EMA-50

EMA-100

Oscillators

Stochastic

RSI

MACD

Candle pattern type