OGE Energy Corporation $OGE Stock Holdings Increased by Aventail Capital Group LP

Aventail Capital Group LP grew its holdings in shares of OGE Energy Corporation (NYSE:OGE) by 68.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 864,588 shares of the utilities provider’s stock after acquiring an additional 350,342 shares during the quarter. OGE Energy comprises approximately 1.9% of Aventail Capital Group LP’s holdings, making the stock its 13th largest position. Aventail Capital Group LP owned approximately 0.43% of OGE Energy worth $40,004,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Banco Bilbao Vizcaya Argentaria S.A. acquired a new position in shares of OGE Energy during the third quarter valued at $288,000. Bridgefront Capital LLC raised its stake in shares of OGE Energy by 123.0% during the third quarter. Bridgefront Capital LLC now owns 16,634 shares of the utilities provider’s stock valued at $770,000 after purchasing an additional 9,176 shares in the last quarter. Bank of America Corp DE lifted its holdings in OGE Energy by 13.6% in the third quarter. Bank of America Corp DE now owns 1,014,593 shares of the utilities provider’s stock worth $46,945,000 after purchasing an additional 121,422 shares during the period. Schonfeld Strategic Advisors LLC bought a new position in OGE Energy in the 3rd quarter valued at about $3,238,000. Finally, Creative Planning grew its position in OGE Energy by 0.9% in the 3rd quarter. Creative Planning now owns 122,916 shares of the utilities provider’s stock valued at $5,687,000 after buying an additional 1,125 shares in the last quarter. Institutional investors own 71.84% of the company’s stock.

More OGE Energy News

Here are the key news stories impacting OGE Energy this week:

• Positive Sentiment: Relative-strength improvement — OGE’s Relative Strength (RS) rating rose to 75, a technical signal that can attract momentum and income investors and help support near-term buying interest. OGE Energy sees relative strength rating improve to 75
• Positive Sentiment: Zacks raised longer‑term outlook — Zacks Research bumped its FY2028 EPS view for OGE from $2.72 to $2.79, signaling modestly better longer-term earnings expectations which can support valuation expansion. MarketBeat OGE coverage
• Positive Sentiment: Quarterly upside revisions — Zacks increased several quarterly estimates (notably Q2 2027 and Q3/Q4 2026), suggesting incremental improvement in upcoming quarterly performance that may reassure investors about near-term momentum.
• Neutral Sentiment: Comprehensive estimate refresh — Zacks issued a full set of updated quarterly and FY estimates (Q1–Q4 2026, FY2027, FY2028). The net picture is mixed, so the release mainly provides new modeling inputs rather than a clear directional catalyst. MarketBeat OGE coverage
• Negative Sentiment: Small near‑term cuts — Zacks trimmed several nearer‑term estimates: Q1 2026 (to $0.46), Q2 2026 (to $0.60) and modestly lowered FY2026 (to $2.42) and FY2027 (to $2.57). These cuts could temper upside for the next few quarters and explain some caution among shorter‑term investors.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Royal Bank Of Canada restated a “sector perform” rating on shares of OGE Energy in a research report on Friday, January 23rd. Wall Street Zen upgraded shares of OGE Energy from a “sell” rating to a “hold” rating in a report on Saturday, January 24th. Barclays lowered their price objective on shares of OGE Energy from $51.00 to $49.00 and set an “overweight” rating on the stock in a research note on Thursday, January 22nd. Mizuho set a $49.00 target price on OGE Energy in a report on Thursday, February 19th. Finally, UBS Group cut their target price on OGE Energy from $45.00 to $44.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Five investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, OGE Energy currently has a consensus rating of “Moderate Buy” and an average price target of $47.63.

Insider Activity at OGE Energy

In related news, Director Lyle G. Ganske acquired 10,420 shares of OGE Energy stock in a transaction dated Monday, February 23rd. The stock was acquired at an average cost of $47.99 per share, with a total value of $500,055.80. Following the purchase, the director directly owned 10,420 shares in the company, valued at $500,055.80. The trade was a ∞ increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Sarah R. Stafford sold 6,130 shares of OGE Energy stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $47.77, for a total value of $292,830.10. Following the completion of the transaction, the chief accounting officer owned 28,559 shares in the company, valued at $1,364,263.43. The trade was a 17.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.55% of the company’s stock.

OGE Energy Price Performance

Shares of OGE Energy stock opened at $48.36 on Friday. OGE Energy Corporation has a 52 week low of $40.80 and a 52 week high of $49.55. The company has a current ratio of 0.78, a quick ratio of 0.49 and a debt-to-equity ratio of 1.08. The stock has a market cap of $9.97 billion, a PE ratio of 20.93, a price-to-earnings-growth ratio of 3.47 and a beta of 0.61. The company’s 50-day moving average price is $45.37 and its two-hundred day moving average price is $44.83.

OGE Energy (NYSE:OGE) last posted its quarterly earnings data on Wednesday, February 18th. The utilities provider reported $0.33 earnings per share for the quarter, beating the consensus estimate of $0.30 by $0.03. The company had revenue of $725.80 million during the quarter, compared to analyst estimates of $277.80 million. OGE Energy had a net margin of 14.44% and a return on equity of 9.89%. The business’s revenue for the quarter was down 4.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.50 EPS. OGE Energy has set its FY 2026 guidance at 2.380-2.480 EPS. As a group, sell-side analysts anticipate that OGE Energy Corporation will post 2.27 EPS for the current fiscal year.

OGE Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Monday, April 6th will be given a $0.425 dividend. The ex-dividend date is Monday, April 6th. This represents a $1.70 annualized dividend and a yield of 3.5%. OGE Energy’s payout ratio is 73.59%.

OGE Energy Profile

OGE Energy Corp. (NYSE:OGE) is an energy and infrastructure holding company headquartered in Oklahoma City, Oklahoma. Through its principal subsidiary, Oklahoma Gas & Electric Company, the company provides regulated electric service to residential, commercial and industrial customers across Oklahoma and western Arkansas. Its diversified generation mix includes coal, natural gas and wind-powered facilities, complemented by ongoing investments in grid modernization and smart technology to enhance reliability and customer satisfaction.

In addition to its core electric utility operations, OGE Energy Corp.