Pacific Gas & Electric Co. (NYSE:PCG) Given Consensus Rating of “Hold” by Brokerages

Shares of Pacific Gas & Electric Co. (NYSE:PCG) have been given a consensus recommendation of “Hold” by the fourteen ratings firms that are currently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, six have issued a hold rating and seven have given a buy rating to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $20.5455.

Several equities analysts have recently issued reports on the stock. Wall Street Zen lowered shares of Pacific Gas & Electric from a “buy” rating to a “hold” rating in a report on Saturday. Wells Fargo & Company boosted their target price on Pacific Gas & Electric from $23.00 to $24.00 and gave the company an “overweight” rating in a research note on Tuesday, January 20th. TD Cowen restated a “buy” rating on shares of Pacific Gas & Electric in a report on Thursday, December 4th. JPMorgan Chase & Co. cut their price objective on Pacific Gas & Electric from $22.00 to $21.00 and set an “overweight” rating on the stock in a report on Friday, December 12th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Pacific Gas & Electric in a research report on Monday, December 29th.

Key Headlines Impacting Pacific Gas & Electric

Here are the key news stories impacting Pacific Gas & Electric this week:

• Positive Sentiment: Company tightened its 2026 profit outlook citing stronger power demand, raising the lower end of FY26 adjusted EPS guidance (management set FY26 EPS at 1.640–1.660). This guidance lift and demand commentary is a key driver of today’s upside. Utility PG&E tightens 2026 profit forecast
• Positive Sentiment: Analyst support and price targets skew positive (multiple buy/overweight ratings and median 6‑month targets around $21), which can bolster investor sentiment and multiple expansion. PG&E ($PCG) Releases Q4 2025 Earnings
• Positive Sentiment: Q4 EPS of $0.36 met consensus and improved year-over-year (from $0.31), and operating metrics (net margin, ROE) showed improvement — supports the narrative of steady earnings power. PG&E Q4 Earnings in Line With Estimates
• Neutral Sentiment: Unusually heavy call-option buying was observed (≈45,532 calls, a ~77% increase vs. typical volume), signaling speculative or hedged bullish positioning by some traders but not a guaranteed directional signal.
• Neutral Sentiment: Company released earnings slide deck and full call transcripts — useful for modeling but not new fundamental news. PG&E Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported revenue missed Street estimates (~$6.80B vs. ~$7.05B consensus), and GAAP profit fell year-over-year; top-line weakness tempers the EPS beat narrative and could constrain upside. PG&E ($PCG) Releases Q4 2025 Earnings
• Negative Sentiment: Large institutional reductions (notably Capital Research and Capital International trimming sizeable stakes) were reported, which may increase share supply pressure or signal some investors taking profits/rotating. PG&E ($PCG) Releases Q4 2025 Earnings
• Negative Sentiment: PG&E warned of a powerful winter storm and pre-positioned crews — operational readiness reduces near-term safety risk but severe weather raises the prospect of customer outages, repair costs and regulatory scrutiny if service is disrupted. Ahead of Winter Storm, PG&E Mobilizes Crews

Pacific Gas & Electric Stock Performance

Shares of PCG stock opened at $18.13 on Monday. The stock has a market cap of $39.84 billion, a PE ratio of 15.36, a price-to-earnings-growth ratio of 0.70 and a beta of 0.36. The stock has a 50-day moving average of $15.75 and a 200-day moving average of $15.66. The company has a debt-to-equity ratio of 1.84, a current ratio of 0.97 and a quick ratio of 0.92. Pacific Gas & Electric has a one year low of $12.97 and a one year high of $18.20.

Pacific Gas & Electric (NYSE:PCG) last issued its quarterly earnings data on Thursday, February 12th. The utilities provider reported $0.36 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.36. Pacific Gas & Electric had a net margin of 10.84% and a return on equity of 11.28%. The firm had revenue of $6.80 billion during the quarter, compared to analysts’ expectations of $7.05 billion. During the same quarter in the previous year, the company earned $0.31 earnings per share. Pacific Gas & Electric has set its FY 2026 guidance at 1.640-1.660 EPS. As a group, sell-side analysts expect that Pacific Gas & Electric will post 1.49 earnings per share for the current year.

Pacific Gas & Electric Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were given a dividend of $0.05 per share. This is a positive change from Pacific Gas & Electric’s previous quarterly dividend of $0.03. This represents a $0.20 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Wednesday, December 31st. Pacific Gas & Electric’s payout ratio is currently 16.95%.

Institutional Trading of Pacific Gas & Electric

Several hedge funds and other institutional investors have recently modified their holdings of PCG. Dynamic Technology Lab Private Ltd acquired a new position in shares of Pacific Gas & Electric during the first quarter worth about $203,000. Empowered Funds LLC lifted its stake in Pacific Gas & Electric by 16.4% in the 1st quarter. Empowered Funds LLC now owns 46,936 shares of the utilities provider’s stock valued at $806,000 after acquiring an additional 6,601 shares in the last quarter. Woodline Partners LP boosted its position in Pacific Gas & Electric by 41.2% during the 1st quarter. Woodline Partners LP now owns 185,324 shares of the utilities provider’s stock worth $3,184,000 after acquiring an additional 54,033 shares during the last quarter. Focus Partners Wealth boosted its position in Pacific Gas & Electric by 93.0% during the 1st quarter. Focus Partners Wealth now owns 83,816 shares of the utilities provider’s stock worth $1,440,000 after acquiring an additional 40,380 shares during the last quarter. Finally, Fifth Third Wealth Advisors LLC boosted its position in Pacific Gas & Electric by 34.7% during the 2nd quarter. Fifth Third Wealth Advisors LLC now owns 15,912 shares of the utilities provider’s stock worth $222,000 after acquiring an additional 4,103 shares during the last quarter. Institutional investors and hedge funds own 78.56% of the company’s stock.

Pacific Gas & Electric Company Profile

Pacific Gas & Electric (NYSE: PCG) is an investor-owned utility holding company whose principal operating subsidiary, Pacific Gas and Electric Company, provides electricity and natural gas service in northern and central California. The company’s core activities include the generation, procurement, transmission and distribution of electric power, as well as the transmission and distribution of natural gas. PG&E serves a broad mix of residential, commercial, and industrial customers across urban and rural communities within its California service territory.

PG&E’s operations encompass utility infrastructure planning and construction, grid operations, customer service and energy procurement.