PPL (NYSE:PPL) Issues FY 2026 Earnings Guidance

PPL (NYSE:PPL) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 1.900-1.980 for the period, compared to the consensus EPS estimate of 1.900. The company issued revenue guidance of -.

PPL Trading Up 1.2%

Shares of PPL stock opened at $37.43 on Friday. The company has a debt-to-equity ratio of 1.18, a current ratio of 0.77 and a quick ratio of 0.66. The stock’s 50 day simple moving average is $35.73 and its 200-day simple moving average is $36.14. The stock has a market cap of $27.69 billion, a P/E ratio of 23.40, a P/E/G ratio of 2.61 and a beta of 0.70. PPL has a 1-year low of $32.50 and a 1-year high of $38.26.

PPL (NYSE:PPL) last posted its quarterly earnings results on Friday, February 20th. The utilities provider reported $0.41 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.01). The company had revenue of $2.27 billion during the quarter, compared to analyst estimates of $2.34 billion. PPL had a net margin of 12.16% and a return on equity of 9.08%. PPL’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.34 EPS. PPL has set its FY 2026 guidance at 1.900-1.980 EPS. Analysts predict that PPL will post 1.83 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on PPL. BMO Capital Markets boosted their price target on shares of PPL from $40.00 to $41.00 and gave the company an “outperform” rating in a research report on Wednesday. Barclays reduced their target price on shares of PPL from $40.00 to $37.00 and set an “equal weight” rating on the stock in a research note on Thursday, January 22nd. JPMorgan Chase & Co. dropped their price target on shares of PPL from $43.00 to $40.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Morgan Stanley reaffirmed an “overweight” rating and set a $42.00 price target on shares of PPL in a research report on Friday. Finally, Wells Fargo & Company decreased their price objective on PPL from $45.00 to $41.00 and set an “overweight” rating on the stock in a report on Tuesday, January 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $40.55.

PPL News Summary

Here are the key news stories impacting PPL this week:

• Positive Sentiment: PPL raised its dividend and emphasized growing demand from data centers, signaling stronger cash-return focus and higher long-term growth opportunities for its regulated and non‑regulated businesses. PPL Lifts Dividend, Bets Big On Data Center Demand
• Positive Sentiment: PPL boosted its multi‑year infrastructure/capital plan (now ~$23B) and extended EPS growth targets through 2029, which supports longer‑term earnings power and rate-base growth expectations. PPL reports 2025 results; business plan update
• Positive Sentiment: Unusually large call‑option buying suggests some traders are positioning for upside in the near term, which can add upward pressure on the stock. (Options flow reported intraday.)
• Neutral Sentiment: PPL provided FY‑2026 EPS guidance of $1.90–$1.98, roughly in line with consensus — offering clarity but not a clear beat to drive an outsized rally. PPL Earnings Miss Estimates in Q4, Revenues Increase Y/Y
• Neutral Sentiment: Operationally mixed quarter: revenue rose ~2.8% year‑over‑year to $2.27B, and EPS was $0.41 versus a $0.42 consensus — a small miss that tempers enthusiasm but isn’t a large shock. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reuters and other outlets flagged that PPL’s 2026 profit outlook comes in below some analyst estimates even as the company expands spending — raising concerns about near‑term earnings pressure and capital intensity. That commentary helped trigger intraday selling. Utility PPL forecasts 2026 profit below estimates, lifts spending plan
• Negative Sentiment: News outlets noted the stock “slipped” after results and the capital plan update, reflecting investor caution about increased capex and near‑term margin impact. PPL slips nearly 4% after Q4 results meet estimates and $23B capital plan update

Hedge Funds Weigh In On PPL

Several large investors have recently made changes to their positions in PPL. Rossby Financial LCC boosted its position in shares of PPL by 70.0% during the 4th quarter. Rossby Financial LCC now owns 3,012 shares of the utilities provider’s stock worth $105,000 after purchasing an additional 1,240 shares during the period. EverSource Wealth Advisors LLC lifted its stake in PPL by 64.9% during the second quarter. EverSource Wealth Advisors LLC now owns 4,695 shares of the utilities provider’s stock worth $159,000 after purchasing an additional 1,848 shares in the last quarter. Triumph Capital Management purchased a new position in shares of PPL during the third quarter worth $173,000. Cary Street Partners Financial LLC grew its stake in shares of PPL by 6.9% in the second quarter. Cary Street Partners Financial LLC now owns 5,299 shares of the utilities provider’s stock valued at $180,000 after buying an additional 343 shares in the last quarter. Finally, von Borstel & Associates Inc. acquired a new stake in shares of PPL in the third quarter valued at $235,000. 76.99% of the stock is currently owned by institutional investors and hedge funds.

PPL Company Profile

PPL Corporation is an energy company that owns and operates electric transmission and distribution infrastructure and provides related customer services. The company’s core business centers on delivering electricity to residential, commercial and industrial customers through regulated utility operations, maintaining grid reliability, responding to outages and managing customer billing and account services.

PPL’s activities include construction and maintenance of distribution and transmission lines, meter and grid management, and programs to support energy efficiency and the interconnection of distributed resources.