American Electric Power 주식 (NASDAQ: AEP)

에 대한 최신 뉴스 American Electric Power (NASDAQ:AEP) 주식

American Electric Power

American Electric Power is one of the largest regulated utilities in the United States, providing electricity generation, transmission, and distribution to more than 5 million customers in 11 states. About 42% of AEP's of capacity is coal, with the remainder from a mix of natural gas (27%), renewable energy and hydro (21%), nuclear (8%), and demand response (2%). Vertically integrated utilities, transmission and distribution, and generation and marketing support earnings.

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아메리칸 일렉트릭 파워 컴퍼니(NYSE:AEP)는 11월 6일 수요일 개장 전 3분기 실적을 발표할 예정이다.애널리스트들은 오하이오주 콜럼버스에 본사를 둔 아메리칸 일렉트릭 파워 컴퍼니의 주당순이익은 1.8달러로 전년 동기 1.77달러 대비 상승할 것으로 예상한다. 또한 벤징가 프로 데이터에 따르면 아메리칸 일렉트릭 파워는 3분기 매출이 54억 3,000만 달러로 전년 동기의 53억 7,000만 달러에 비해 증가할 것으로 예상된다. 

3분기 실적 발표 앞둔 아메리칸 일렉트릭 파워, 애널리스트 투자의견은?

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최근의 전개 상황에 따르면 아마존닷컴(NASDAQ:AMZN)은 늘어나는 수요를 촉진하기 위해 원자력 에너지에 대한 관심을 높이고 있을 수 있다. 이 거대 기술 기업은 데이터 센터 엔지니어링 부서의 수석 원자력 엔지니어 채용 공고를 다시 게시하여 장기적인 에너지 전략에 대한 의문을 제기했다.

아마존이 원자력에 관심을 갖고 에너지 수요 충족을 위해 채용 계획을 세우고 있는 것인가?

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유틸리티 부문이 S&amp;P 500에서 2024년 지금까지 가장 높은 성과를 기록한 부문으로 떠올랐다. 9월 11일 현재 Utilities Select Sector SPDR Fund(NYSE:XLU)는 전년 대비 22% 급등하여 다른 모든 부문을 능가하고 심지어 Technology Select Sector SPDR Fund(NYSE:XLK)에서 추적한 기술 부문을 9% 포인트 앞섰다.

유틸리티는 잘 알려지지 방어형 AI 섹터로 조용히 다른 모든 부문보다 뛰어난 성과 달성

American Electric Power Company, Inc. - Common Stock

American Electric Power Co Inc

AI ENERGY PUB CO LTD by AI ENERGY PUB CO LTD.

ANGLO ESTRN PLNTION ORD by Anglo Eastern Plantation plc

Anglo-Eastern Plantations PLC

AMERICAN ENGY PARTNERS by American Energy Partners, Inc.

American Environmental Partners Inc

BofA Securities analyst Ross Fowler upgraded the shares of American Electric Power Company Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) from Underperform to Buy and <a target="_blank" href="https://www.benzinga.com/quote/AEP/analyst-ratings" rel="noreferrer noopener">raised the price target from $98 to $104.</a>
The analyst upgraded the stock after the company announced the sale of a 19.9% minority stake in its transmission holding assets for $2.8 billion, along with the appointment of <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/n42844381/aep-names-seasoned-energy-executive-trevor-mihalik-executive-vice-president-chief-financial-office" rel="noreferrer noopener">Trevor Mihalik as CFO</a>.
The analyst sees the asset sale as a strategic move to meet external equity needs and expect AEP to continue addressing the equity overhang in the short term.
The analyst forecasts a more manageable $2 billion in equity issuance for the second half of 2025, with only the internal dividend reinvestment plan (~$100 million annually) needed to achieve 6% &#8211; 8% EPS growth.
The company&#8217;s progress toward strengthening its balance sheet and potential for EPS growth in future years make AEP an attractive investment opportunity, said the analyst.
Last week, AEP announced an agreement with KKR and PSP Investments, under which AEP will sell a 19.9% minority stake in its I&amp;M and Ohio <a target="_blank" href="https://www.benzinga.com/25/01/42910243/kkr-and-psp-secure-199-stake-in-american-electric-for-282b" rel="noreferrer noopener">transmission businesses for $2.82 billion</a>.
The analyst expects the proceeds to be primarily used to reduce debt in the short term, and the analyst lowered the equity needs forecast to $2 billion in the form of external issuance.
This leaves just $100 million of internal dividend reinvestment plans to meet equity requirements through the 2029 forecast period, noted the analyst.
Following the transaction, the analyst has revised the EPS outlook to $5.83 for 2025, $6.26 for 2026, $6.80 for 2027, and $7.33 for 2028.
This aligns with AEP&#8217;s guidance for an average EPS accretion of $0.11 &#8211; $0.12, with the most significant accretion occurring in 2027-2029.
The analyst values AEP using a sum-of-the-parts approach, leading to a slight discount compared to the industry average 2026 P/E multiple, based on 2026 EPS estimate of $6.26.
Price Action: AEP shares are trading higher by 1.20% at $94.63 on the last check Monday.
Photo by Ground Picture on Shutterstock.

Upgrades

American Electric Power Is Attractive Going Forward, Analyst Double-Upgrades Stock

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham analyst Bernie McTernan upgraded the rating for Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) from Hold to Buy and announced a $56 price target. Maplebear shares closed at $44.23 on Friday. <a href="https://www.benzinga.com/quote/CART/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst John Colantuoni upgraded Etsy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) from Underperform to Hold and raised the price target from $45 to $55. Etsy shares closed at $52.57 on Friday. <a href="https://www.benzinga.com/quote/ETSY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group analyst David Raso upgraded the rating for Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) from Underperform to In-Line and announced a $365 price target. Caterpillar shares closed at $351.00 on Friday. <a href="https://www.benzinga.com/quote/CAT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Simeon Gutman upgraded RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) from Equal-Weight to Overweight and increased the price target from $435 to $530. RH shares closed at $413.95 on Friday. <a href="https://www.benzinga.com/quote/RH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Julien Dumoulin-Smith upgraded the rating for American Electric Power Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) from Underperform to Buy and raised the price target from $98 to $104. American Electric Power shares closed at $93.51 on Friday. <a href="https://www.benzinga.com/quote/AEP/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying CAT stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="561" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-1024x561.png" alt="" class="wp-image-730589" style="width:632px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-1024x561.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-300x164.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75-768x421.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/13091842/image-75.png 1150w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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CART

ETSY

This Caterpillar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday

B of A Securities analyst Julien Dumoulin-Smith upgrades American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) from Underperform to Buy and raises the price target from $98 to $104.

B of A Securities Upgrades American Electric Power to Buy, Raises Price Target to $104

BMO Capital analyst James Thalacker maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Outperform and lowers the price target from $108 to $100.

BMO Capital Maintains Outperform on American Electric Power, Lowers Price Target to $100

American Electric Power Company Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) shares are trading higher in premarket Friday.
The company announced that a 50/50 strategic partnership between KKR &amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) and PSP Investments has agreed to acquire&nbsp;19.9%&nbsp;non-controlling equity interest in its Ohio&nbsp;and&nbsp;Indiana&nbsp;&amp; Michigan Transmission Companies <a target="_blank" href="https://www.benzinga.com//node/42901587" rel="noreferrer noopener">(Transcos)&nbsp;for&nbsp;$2.82 billion.</a>
The deal is expected to boost AEP&#8217;s ability to finance its $54 billion capital investment plan over the next five years.
The partnership will also allow AEP to improve the reliability of its transmission infrastructure and strengthen its balance sheet, to meet growing customer demand in the Midwest.
The stake acquired represents roughly 5% of AEP&#8217;s overall transmission rate base. The capital raised through this transaction will fund key projects across transmission, distribution, and generation, helping AEP manage its equity financing requirements through 2029.
&#8220;Executing on our five-year capital plan is critical to meeting growing energy demand and bolstering reliability for our customers. Electricity demand is anticipated to grow significantly in AEP&#8217;s footprint by the end of the decade,&#8221; said&nbsp;Bill Fehrman,&#8221; said AEP President and CEO Bill Fehrman.
&#8220;KKR and PSP Investments are experienced investors in the utilities and energy space with a proven track record of successful infrastructure investments.&#8221;
The transaction is expected to be completed in the second half of 2025 and is said to immediately benefit AEP&#8217;s earnings.
The agreement requires approval from FERC and clearance from the Committee on Foreign Investment in&nbsp;the U.S.
Price Action: AEP shares are trading higher by 0.81% at $93.01 in premarket at the last check Friday.
Photo via Shutterstock.

Asset Sales

Movers

American Electric Power Sells 19.9% Stake In Two Transmission Assets For $2.82B: Details

Today, investment funds managed by KKR, a leading global investment firm, and the Public Sector Pension Investment Board ("PSP Investments"), one of Canada's largest pension investors, announced an agreement to acquire a 19.9% interest in American Electric Power's ("AEP") Ohio and Indiana &amp; Michigan transmission companies for $2.82 billion. Founded in 1906 and one of the largest electric utilities in the U.S., AEP has pioneered the country's energy system through the delivery of safe, reliable and affordable energy for millions of homes. The investment will support AEP's ability to meet increasing customer demand and enhance grid reliability. KKR and PSP Investments have formed a 50/50 strategic partnership to pursue the acquisition.

Reported Earlier, KKR and PSP Investments Acquire 19.9% Stake in AEP's Transmission Companies for $2.82B

Management

American Electric Power Appoints Trevor Mihalik As Executive VP & CFO, Effective Jan. 20; Mihalik To Succeed Chuck Zebula, Who Retires In March After Serving As Senior Advisor To The CEO

The most oversold stocks in the utilities sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">National Grid plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NGG#NYSE">NGG</a>)</h3>
<ul>
<li>On Nov. 20, National Grid named Steve Smith as Chief Strategy and Regulation Officer. &#8220;It&#8217;s a privilege to be appointed to this role at the most exciting time for the energy sector in decades,&#8221; said Steve Smith &#8220;The strategy and regulation teams already deliver outstanding work to ensure National Grid is set up for success and that we continue to put our customers first. I am very much looking forward to continuing to build on this, as I take up the role on a permanent basis.&#8221; The company's stock fell around 6% over the past month and has a <a href="https://www.benzinga.com/quote/NGG">52-week low of $55.13</a>.</li>
<li>RSI Value: 24&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>NGG Price Action: Shares of National Grid fell 0.3% to close at $58.86 on Tuesday.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122624&amp;t=be2bearmibe3na1">latest NGG news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122624&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="913" height="842" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084059/image-204.png" alt="" class="wp-image-707637" style="width:520px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084059/image-204.png 913w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084059/image-204-300x277.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084059/image-204-768x708.png 768w" sizes="(max-width: 913px) 100vw, 913px" /></a></figure>
<h3 class="wp-block-heading">American Electric Power Company Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h3>
<ul>
<li>On Dec. 12, JP Morgan analyst Jeremy Tonet downgraded American Electric Power from Overweight to Neutral and lowered the price target from $109 to $102. The company's stock fell around 7% over the past month and <a href="https://www.benzinga.com/quote/AEP">has a 52-week low</a> of $75.22.</li>
<li>RSI Value: 29</li>
<li>AEP Price Action: Shares of American Electric Power fell 0.5% to close at $92.37 on Tuesday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122624&amp;t=be2bearmibe3na1">AEP stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122624&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="921" height="847" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084230/image-205.png" alt="" class="wp-image-707638" style="width:585px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084230/image-205.png 921w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084230/image-205-300x276.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084230/image-205-768x706.png 768w" sizes="(max-width: 921px) 100vw, 921px" /></a></figure>
NextEra Energy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)
<ul>
<li>On Dec. 12, Scotiabank analyst Andrew Weisel maintained NextEra Energy with a Sector Outperform and raised the price target from $92 to $96. The company's stock fell around 6% over the past month and has a 52-week <a href="https://www.benzinga.com/quote/NEE">low of $53.95</a>.</li>
<li>RSI Value: 27</li>
<li>NEE Price Action: Shares of NextEra Energy gained 0.6% to close at $72.91 on Tuesday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122624&amp;t=be2bearmibe3na1">breakout in NEE shares</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122624&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="872" height="837" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084658/image-206.png" alt="" class="wp-image-707645" style="width:674px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084658/image-206.png 872w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084658/image-206-300x288.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/26084658/image-206-768x737.png 768w" sizes="(max-width: 872px) 100vw, 872px" /></a></figure>
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</ul>

Long Ideas

Top 3 Utilities Stocks You'll Regret Missing In December

Scotiabank analyst Andrew Weisel downgrades American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) from Sector Outperform to Sector Perform and lowers the price target from $105 to $102.

Downgrades

Scotiabank Downgrades American Electric Power to Sector Perform, Lowers Price Target to $102

JP Morgan analyst Jeremy Tonet downgrades American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) from Overweight to Neutral and lowers the price target from $109 to $102.

JP Morgan Downgrades American Electric Power to Neutral, Lowers Price Target to $102

BMO Capital analyst James Thalacker maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Outperform and raises the price target from $104 to $108.

BMO Capital Maintains Outperform on American Electric Power, Raises Price Target to $108

Barclays analyst Nicholas Campanella maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Equal-Weight and lowers the price target from $100 to $99.

Barclays Maintains Equal-Weight on American Electric Power, Lowers Price Target to $99

Morgan Stanley analyst Stephen Byrd maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Overweight and lowers the price target from $109 to $104.

Morgan Stanley Maintains Overweight on American Electric Power, Lowers Price Target to $104

U.S. stocks traded lower toward the end of trading, with the Dow Jones index falling by more than 300 points on Friday.
The Dow traded down 0.78% to 43,410.32 while the NASDAQ fell 2.50% to 18,630.37. The S&amp;P 500 also fell, dropping, 1.51% to 5,859.61.
Check This Out: <a href="https://www.benzinga.com/24/11/42005109/top-4-utilities-stocks-that-may-keep-you-up-at-night-this-quarter">Top 4 Utilities Stocks That May Keep You Up At Night This Quarter</a>
Leading and Lagging Sectors Utilities shares rose by 1% on Friday.
In trading on Friday, information technology shares fell by 2.7%.
Top Headline
The total number of active U.S. oil rigs fell by one to 478 rigs this week, Baker Hughes Inc reported.
Equities Trading UP &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul>
<li>The Arena Group Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AREN#NYSE">AREN</a>) shares shot up 181% to $1.63 after it announced its first ever profitable quarter.</li>
<li>Shares of Bloom Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>) got a boost, surging 55% to $20.59 after the energy company became the latest to announce a major deal to power AI data centers. Bloom Energy announced Thursday evening that it has signed a supply agreement with American Electric Power Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) for up to 1 gigawatt (GW) of its products, the largest commercial procurement of fuel cells in the world to date.&nbsp;</li>
<li>Simpple Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPPL#NASDAQ">SPPL</a>) shares were also up, gaining 46% to $1.29 after the company announced a $400,000 contract to supply autonomous cleaning robots at Singapore&#8217;s International Airport Terminal.</li>
</ul>
Equities Trading DOWN
<ul>
<li>TFF Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TFFP#NASDAQ">TFFP</a>) shares dropped 77% to $0.37 after the company announced it will wind down its operations.</li>
<li>Shares of Eyenovia, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EYEN#NASDAQ">EYEN</a>) were down 70% to $0.10 after the company announced that its CHAPERONE trial is not meeting its primary endpoint, prompting the discontinuation of the study and a review of the full data set to evaluate next steps for the program.</li>
<li>Ryvyl Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RVYL#NASDAQ">RVYL</a>) was down, falling 26% to $1.26 after the company reported worse-than-expected third-quarter financial results and cut its FY24 sales guidance.</li>
</ul>
Commodities In commodity news, oil traded down 2.2% to $67.20 while gold traded down 0.1% at $2,572.20.
Silver traded down 0.5% to $30.425 on Friday, while copper fell 0.5% to $4.0690.
Euro zone
European shares closed mostly lower today. The eurozone's STOXX 600 fell 0.77%, Germany's DAX fell 0.27% and France's CAC 40 fell 0.58%. Spain's IBEX 35 Index gained 0.97%, while London's FTSE 100 fell 0.09%.
The annual inflation rate in Italy increased to 0.9% in October versus 0.7% in the prior month, while France&#8217;s annual inflation rate rose to 1.2% in October. The GDP in the UK grew by 1% year-over-year during the third quarter.
Asia Pacific Markets
Asian markets closed lower on Friday, with Japan's Nikkei 225 gaining 0.28%, Hong Kong's Hang Seng Index falling 0.05% and China's Shanghai Composite Index dipping 1.45%.
Hong Kong's economy expanded by 1.8% year-over-year in the third quarter compared to a 3.2% increase in the previous period. China&#8217;s retail sales rose by 4.8% year-over-year in October, while industrial production rose by 5.3% year-over-year in October.
Economics
<ul>
<li>The NY Empire State Manufacturing Index surged to 31.2 in November versus -11.9 in the previous month and topping market estimates of -0.7.</li>
<li>U.S. export prices increased by 0.8% in October, while import prices rose by 0.3% month-over-month in October.</li>
<li>U.S. retail sales rose 0.4% month-over-month in October compared to a revised 0.8% increase in September, and toping market estimates of 0.3%.</li>
<li>U.S. industrial production declined by 0.3% in October compared to a revised 0.5% declined in September.</li>
<li>The total number of active U.S. oil rigs fell by one to 478 rigs this week, Baker Hughes Inc reported.</li>
<li>U.S. business inventories rose 0.1% month-over-month in September compared to a 0.3% gain in August and versus market estimates of 0.2%.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/24/11/42007351/wall-streets-most-accurate-analysts-spotlight-on-3-consumer-stocks-with-over-7-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Spotlight On 3 Consumer Stocks With Over 7% Dividend Yields</a></li>
</ul>

Eurozone

Commodities

Intraday Update

AREN

EYEN

RVYL

SPPL

TFFP

Crude Oil Dips Over 2%; Bloom Energy Shares Spike Higher

Here&#8217;s a look at the top five trending stocks <a href="https://www.benzinga.com/general/space/24/11/42013739/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-43">on Yahoo Finance.</a> 
Pfizer, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>): Shares of vaccine stocks are down after President-elect Donald Trump pointed to Robert Kennedy Jr. as potentially the next Health and Human Services secretary. Trump has said <a href="https://www.benzinga.com/general/biotech/24/11/41822473/trumps-potential-health-czar-robert-f-kennedy-jr-rattles-vaccine-stocks-shoot-first-reaction">he would let</a> Kennedy "go wild on health" and could &#8220;do pretty much what he wants&#8221; in his administration, while Kennedy has a record of spreading falsehoods about vaccines, according to The New York Times.
Applied Materials, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>): Applied Materials shares are trading lower Friday following the company's fourth-quarter <a href="https://www.benzinga.com/news/earnings/24/11/41991276/applied-materials-shares-slip-despite-better-than-expected-q4-results">earnings release</a> after Thursday's closing bell. Multiple analyst firms have lowered price targets on the stock. 
Bloom Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>): Bloom Energy shares are charging higher after the energy company <a href="https://www.benzinga.com/news/earnings/earnings-beats/24/11/42011327/why-bloom-energy-could-reach-revenues-of-18b-next-year-says-bullish-analyst">became the latest </a>to announce a major deal to power AI data centers. Bloom Energy announced Thursday evening that it has signed a supply agreement with American Electric Power Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) for up to 1 gigawatt (GW) of its products, the largest commercial procurement of fuel cells in the world to date.  
Palantir Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>): Palantir shares are trading at record highs Friday after the company said <a href="https://www.benzinga.com/24/11/42010539/whats-going-on-with-palantir-technologies-stock-today">it will transfer</a> its stock listing to the Nasdaq Global Select Market from the New York Stock Exchange. Palantir will begin trading as a Nasdaq-listed company on Nov. 26.
FuelCell Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCEL#NASDAQ">FCEL</a>): FuelCell Energy shares are slipping Friday after<a href="https://www.benzinga.com/news/guidance/24/11/42011849/restructure-and-recharge-fuelcell-cuts-workforce-plans-to-reduce-operating-costs-by-15-in-2025"> the company said </a>it will slash its workforce by 17% and reduce spending across product development, overhead and other expenses. FuelCell Energy said it needs to reduce costs and focus on core technologies due to slower-than-anticipated clean energy investments.
Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>:
<ul>
<li>Pfizer shares are down 4.59% at $24.83</li>
<li>Applied Materials shares are down 8.22% at $170.66</li>
<li>Bloom Energy shares are up 45.1% at $19.27</li>
<li>Palantir shares are up 7.54% at $63.65</li>
<li>FuelCell Energy shares are down 11.1% at $6.23 at last check on Friday. </li>
</ul>
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/news/large-cap/24/11/42009316/jeff-bezos-ex-wife-mackenzie-scott-sells-more-amazon-shares">Jeff Bezos&#8217; Ex-Wife MacKenzie Scott Sells More Amazon Shares</a></li>
</ul>
Image: Moondance from Pixabay

AMAT

FCEL

PLTR

Friday's Top 5 Trending Stocks: What's The Scoop On Palantir, Bloom Energy, Pfizer?

Bloom Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>) announced a 1 GW fuel cell supply deal with American Electric Power Company Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>), which sent its <a href="https://www.benzinga.com/quote/be">stock soaring in early trading on Friday</a>.
The deal is "proof of concept" that the company's product can power large-scale data centers, according to Piper Sandler.
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58933b2043eaaa0001698f48/kashy-harrison">Analyst Kashy Harrison</a> upgraded the rating from Neutral to Overweight while raising the price target from $10 to $20.
The Bloom Energy Thesis: The latest order could "open the door to future arrangements with other utilities," Harrison said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Due to previous failures, markets had been skeptical about Bloom Energy's ability to deliver power to large data centers, the analyst stated. The order from AEP "is literally 10x what we were expecting," he added.
"Due to AEP order, the 80 MW SK Eternix order, the minimum 125 MW SK Ecoplant commitment, and continued momentum with other domestic customers, we see a path to $1.8B of revenues next year," Harrison further wrote.
BE Price Action: Shares of Bloom Energy Industries had risen by 49.21% to $19.83 at the time of publication on Friday.
Read More: • <a href="https://www.benzinga.com/24/11/41853996/sony-posts-upbeat-earnings-joins-tesla-upstart-doximity-fortrea-axon-enterprise-and-other-big-stocks-moving-higher-on-friday">Sony Posts Upbeat Earnings, Joins Tesla, Upstart, Doximity, Fortrea, Axon Enterprise And Other Big Stocks Moving Higher On Friday</a>
Photo: Courtesy Bloom Energy

Earnings Beats

Reiteration

Why Bloom Energy Could Reach Revenues Of $1.8B Next Year, Says Bullish Analyst

This customer-focused effort is the largest utility fuel cell initiative in the country
COLUMBUS, Ohio, Nov. 14, 2024 /PRNewswire/ -- American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) is offering large customers a custom solution to support their growing energy needs with fuel cell technology. AEP has an agreement in place to secure up to 1 gigawatt (GW) of Bloom Energy solid oxide fuel cells for data centers and other large energy users who need to quickly power their operations while the grid is built out to accommodate demand. This is the largest utility fuel cell technology initiative in the nation.
AEP expects commercial load to grow an average of 20% annually over the next three years, driven by data center development. The company is in the process of finalizing the first customer project agreements. Discussions are taking place with several other customers about using this technology to provide additional power to their sites while AEP makes the needed grid investments for the long term. All costs for the fuel cell projects will be covered by the large customers under a special contract.

Contracts

AEP Leveraging Fuel Cell Technology To Power Data Center Growth; AEP Has An Agreement In Place To Secure Up To 1 Gigawatt Of Bloom Energy Solid Oxide Fuel Cells For Data Centers And Other Large Energy Users Who Need To Quickly Power Their Operations While The Grid Is Built Out To Accommodate Demand; In The Process Of Finalizing The First Customer Project Agreements Where All Costs Will Be Covered By The Large Customers Under A Special Contract

BMO Capital analyst James Thalacker maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Outperform and lowers the price target from $111 to $104.

BMO Capital Maintains Outperform on American Electric Power, Lowers Price Target to $104

UBS analyst William Appicelli maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Sell and raises the price target from $91 to $95.

UBS Maintains Sell on American Electric Power, Raises Price Target to $95

Wells Fargo analyst Neil Kalton maintains American Electric Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) with a Equal-Weight and lowers the price target from $104 to $102.

Wells Fargo Maintains Equal-Weight on American Electric Power, Lowers Price Target to $102

The utilities industry is well-poised for significant growth and expansion, driven by ever-surging demand, evolving technologies, and a shift from traditional fuel sources. Therefore, it could be wise to consider investing in quality electric utility stocks Duke Energy (DUK), Consolidated Edison (ED), and American Electric Power (AEP) with consistent dividends. Continue Reading... The utilities sector's growth prospects appear appealing with the growing and evolving consumer demand, strong economic developments, and technological advancements.
Given the industry's resilient outlook, it could be wise to invest in fundamentally sound utility stocks Duke Energy Corporation (<a href="https://stocknews.com/stock/DUK/">DUK</a>), Consolidated Edison, Inc. (<a href="https://stocknews.com/stock/ED/">ED</a>), and American Electric Power Company, Inc. (<a href="https://stocknews.com/stock/AEP/">AEP</a>) for potential gains.
Driven by worldwide population growth, urbanization, and the adoption of efficient technologies like EVs, Artificial Intelligence (AI), and data centers, the global electricity demand is on a rapid surge. Further, the global push towards decarbonization and green revolution significantly contributes to the market dynamics.
The residential sector is leading the highest consumption of electricity in the United States. Power demand in the US is expected to hit record highs in the forthcoming period. <a href="https://www.reuters.com/business/energy/us-power-use-reach-record-highs-2024-2025-eia-forecast-says-2024-12-10/">U.S. Energy Information Administration (EIA)</a> projects power demand to surge to 4,165 billion kWh in 2025, which was around 4,086 billion kWh in 2024.
With such a rapid increase in electricity demand, the utilities market is poised to expand exponentially going forward. The global utilities market is expected to reach around $9.21 trillion by 2029, exhibiting growth at a <a href="https://www.thebusinessresearchcompany.com/report/utilities-global-market-report">CAGR of 6%</a>. The market growth over the coming years is attributable to faster economic growth, changing trends toward renewable energy, and increasing population.
Thus, investors could lean towards sound utility stocks offering consistent dividend payouts to benefit from the blossoming utility industry. Investors will have the advantage of regular income along with a high potential for capital appreciation over the years.
Given the promising prospects of the <a href="https://stocknews.com/category/utilities-domestic/">Utilities - Domestic</a> industry, let's look at the fundamentals, starting with the third stock.
Stock #3: Duke Energy Corporation (<a href="https://stocknews.com/stock/DUK/">DUK</a>)
DUK, together with its subsidiaries, operates as an energy company. It operates in the Electric Utilities and Infrastructure (EU&amp;I) and Gas Utilities and Infrastructure (GU&amp;I) segments. The company generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest.
DUK's annual dividend payout of $4.18 translates to a yield of 3.86% at the current share price. Its four-year average dividend yield is 3.99%. Moreover, the company's dividends have increased at a CAGR of 2% over the past three years. DUK has raised its dividends for 13 consecutive years.
On November 21, DUK launched the Duke Energy + Electrada Fleet Mobility Microgrid in Mount Holly, a first-of-its-kind electrification center for commercial and public electric fleet vehicles. This first-of-its-kind project in the U.S. aims to offer a zero-emission, carbon-free microgrid option for fleet charging.
During the third quarter that ended September 30, 2024, DUK reported total operating revenues of $8.15 billion, representing growth of 2% year-over-year. Its <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> grew 1.6% year-over-year to $2.14 billion. Also, net income available to DUK common shareholders stood at $1.23 billion and $1.60 per share, up 1.1% and 0.6% year-over-year, respectively.
For the fourth quarter (ended December 2024), analysts expect DUK's revenue to grow 1.3% year-over-year to $7.30 billion. For the same quarter, the company's EPS is expected to increase 9.9% year-over-year to $1.66. Furthermore, DUK has surpassed the consensus revenue estimate in each of the trailing four quarters.
DUK's stock has gained 7.5% over the past six months and 8.9% over the past year to close the last trading session at $108.23.
DUK's robust outlook is reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
The stock has a B grade for Stability. Within the <a href="https://stocknews.com/category/utilities-domestic/">Utilities - Domestic</a> industry, DUK is ranked #21 of 58 stocks.
<a href="https://stocknews.com/stock/DUK/">Click here</a> to access additional ratings of DUK for Value, Momentum, Growth, Sentiment, and Quality.
Stock #2: Consolidated Edison, Inc. (<a href="https://stocknews.com/stock/ED/">ED</a>)
ED engages in the regulated electric, gas, and steam delivery businesses. The company provides electric services to approximately 3.7 million customers in New York City and Westchester County, gas to around 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County, and steam to approximately 1,530 customers in parts of Manhattan.
On October 17, ED declared a quarterly dividend of $0.83 a share on its common stock. The dividend payment was made on December 16, 2024, to stockholders of record as of November 13, 2024.
The company pays an annual dividend of $3.32, which translates to a yield of 3.73% at the current share price. Its four-year average dividend yield is 3.64%. Moreover, the company's dividend payouts have increased at a CAGR of 2.3% over the past three years. ED has raised its dividends for 50 consecutive years.
In the third quarter that ended on September 30, 2024, ED's total operating revenues increased 5.7% year-over-year to $4.09 billion. The company's operating income grew 19.4% from the year-ago value to $862 million. Its adjusted earnings came in at $583 million or $1.68 per share, indicating increases of 3.9% and 3.7% from the prior year's quarter, respectively.
Analysts expect ED's revenue and EPS for the second quarter (ending June 2025) to increase 8.7% and 15.3% year-over-year to $3.50 billion and $0.68, respectively. Also, the company has topped the consensus EPS estimate in all four trailing quarters, which is remarkable.
Shares of ED have surged marginally over the past six months to close the last trading session at $89.01.
ED's POWR Ratings reflect its sound fundamentals. The stock is ranked #9 out of 58 stocks within the same industry.
<a href="https://stocknews.com/stock/ED/">Click here</a> to access all the ED ratings.
Stock #1: American Electric Power Company, Inc. (<a href="https://stocknews.com/stock/AEP/">AEP</a>)
AEP is an electric public utility holding company engaged in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers. The company operates in Vertically Integrated Utilities; Transmission and Distribution Utilities; AEP Transmission Holdco; and Generation &amp; Marketing segments.
On December 18, AEP's subsidiary Southwestern Electric Power Co. announced the ongoing development of several new generation projects. These initiatives are designed to enhance SWEPCO's diverse energy portfolio by adding natural gas facilities with wind and solar farms, addressing the growing capacity demands of its customers in a cost-effective manner.
On October 22, AEP's Board of Directors declared a regular quarterly cash dividend of $0.93 per share on its common stock, reflecting an increase of $0.05 per share. The dividend was paid on December 10, 2024, to shareholders of record as of November 8, 2024, and marked AEP's 458th consecutive quarterly common stock cash dividend.
AEP pays a $3.72 annual dividend yielding 4.03% at the current share price. Its four-year average dividend yield is 3.63%. Its dividends have increased at a 6% CAGR over the past three years and a 5.7% CAGR over the past five years.
During the third quarter that ended September 30, 2024, AEP's total revenues increased 1.5% year-over-year to $5.42 billion, and its operating income amounted to $1.35 billion for the same quarter. The company's non-GAAP total operating earnings came in at $985.40 million and $1.85 per share, up 6.7% and 4.5% year-over-year, respectively.
Street expects AEP's EPS and revenue to grow 2.7% and 4.9% year-over-year to $1.26 and $4.87 billion for the fourth quarter (ended December 2024). Moreover, the company has topped the consensus EPS estimates in three of the trailing four quarters.
Over the past six months, the stock has gained 5.9% and 9.2% over the past year to close the last trading session at $92.26.
AEP's bright prospects are reflected in its POWR Ratings. AEP has a B grade for Stability and Growth. It is ranked #2 among 58 stocks within the Utilities - Domestic industry.
To see the other ratings of AEP for Value, Quality, Momentum, and Sentiment, <a href="https://stocknews.com/stock/AEP/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
DUK shares were trading at $108.23 per share on Thursday afternoon, up $1.42 (+1.33%). Year-to-date, DUK has gained 0.45%, versus a 0.58% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/duk-aep-ed-3-electric-utility-stocks-powering-up-consistent-dividends/>3 Electric Utility Stocks Powering Up Consistent Dividends</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Electric Utility Stocks Powering Up Consistent Dividends

The utility industry's strong growth is driven by the rising demand for more reliable and efficient utility services. Amid this backdrop, it could be wise to count on high-dividend utility stocks ONEOK (OKE), American Electric Power (AEP), and UGI Corp (UGI) for stable income. Continue reading... The utility industry is evolving rapidly, driven by clean energy adoption, grid modernization, and digital innovation, amid regulatory and consumer demand for sustainability.
Amid such conducive trends, investors could consider looking into fundamentally sound utility stocks, ONEOK, Inc. (<a href="https://stocknews.com/stock/OKE/">OKE</a>), American Electric Power Company, Inc. (<a href="https://stocknews.com/stock/AEP/">AEP</a>), and UGI Corporation (<a href="https://stocknews.com/stock/UGI/">UGI</a>), with high dividends.
Driven by worldwide population growth, urbanization, and the adoption of efficient technologies, global electricity demand is on a rapid surge. Further, the global push towards decarbonization and green revolution significantly contributes to the market dynamics.
Total revenue in the utilities market is expected to grow at a <a href="https://statista.com/outlook/amo/app/utilities/united-states">CAGR of 7.9%</a> by 2029. Moreover, the <a href="https://www.marketsandmarkets.com/Market-Reports/energy-analytics-utility-market-993.html">increasing investment in smart grid infrastructure</a> using cutting-edge technologies and growing digital transformation with the adoption of various digital technologies are expected to provide opportunities for the energy and utilities analytics market.
Additionally, utilities are considered dividend stalwarts with a steady demand due to the nature of the products they offer. Considering these factors, let's take a look at the fundamentals of the three <a href="https://stocknews.com/category/utilities-domestic/">Utilities - Domestic</a> stocks, beginning with the third one.
Stock #3: ONEOK, Inc. (<a href="https://stocknews.com/stock/OKE/">OKE</a>)
OKE engages in gathering, processing, fractionating, storing, transporting, and marketing natural gas and natural gas liquids (NGL) in the United States. It operates through four segments: Natural Gas Gathering and Processing, Natural Gas Liquids, Natural Gas Pipelines, and Refined Products and Crude. 
OKE's annual dividend is $3.96, which translates to a yield of 3.63% at the current share price. Its four-year average dividend yield is 5.83%. Moreover, the company's dividend payouts have increased at a CAGR of 2.3% over the past five years.
In terms of the trailing-12-month EBIT margin, OKE's 22.89% is 16.6% higher than the 19.63% industry average. Likewise, its 14.05% trailing-12-month net income margin is 22.7% higher than the 11.45% industry average. Furthermore, the stock's 16.87% trailing-12-month ROCE is 36.8% higher than the 12.33% industry average.
For the third quarter that ended September 30, 2024, OKE reported total revenues of $5.02 billion, up 19.9% year-over-year. Its net income came in at $693 million, or $1.18 per share, up 52.6% and 19.2% year-over-year, respectively. Also, as of September 30, 2024, the company's total <a href="https://www.investopedia.com/terms/c/currentassets.asp">current assets</a> were $2.88 billion, compared to $3.11 billion as of December 31, 2023.
Analysts expect OKE's revenue for the fourth quarter ended December 2024 to increase 29.4% year-over-year to $6.77 billion. Its EPS is expected to grow 26.7% over-year-year to $1.49.
Shares of OKE have gained 40.3% over the past nine months to close the last trading session at $108.96.
OKE's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its outlook. OKE has an A grade for Momentum and a B for Growth. It is ranked #16 among 58 stocks in the <a href="https://stocknews.com/category/utilities-domestic/">Utilities - Domestic</a> industry. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
<a href="https://stocknews.com/stock/OKE/">Click here</a> to access the additional OKE ratings (Quality, Stability, Sentiment, and Value).
Stock #2: American Electric Power Company, Inc. (<a href="https://stocknews.com/stock/AEP/">AEP</a>)
AEP is an electric public utility holding company that generates, transmits, and distributes 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 &amp; Marketing segments. 
AEP has paid dividends for 15 consecutive years.  Its annual dividend is $3.72, which translates to a yield of 3.83% at the current share price. Its four-year average dividend yield is 3.63%. Moreover, the company's dividend payouts have increased at a CAGR of 6% over the past three years.
In terms of the trailing-12-month gross profit margin, AEP's 45.08% is marginally higher than the 44.92% industry average. Its 13.46% trailing-12-month net income margin is 3.9% higher than the 12.96% industry average.
During the third quarter, which ended September 30, 2024, AEP's revenue increased by 1.9% year-over-year to $5.40 billion. The company's non-GAAP operating earnings and non-GAAP operating EPS grew 6.7% and 4.5% year-over-year to $985.40 billion and $1.85, respectively.
Street expects AEP's revenue for the fourth quarter ended December 2024, to increase 5.8% year-over-year to $4.91 billion. Its EPS is expected to grow 12.5% year-over-year to $1.43. The company surpassed consensus EPS estimates in three of the trailing four quarters.
AEP's stock gained 19.7% over the past nine months to close the last trading session at $97.25.
AEP's fundamentals are reflected in its POWR Ratings. The stock has a B grade for Momentum, Growth, and Stability. AEP is ranked #8 in the same industry.
Beyond what is stated above, we've also rated AEP for Sentiment, Value, and Quality. Get all AEP ratings <a href="https://stocknews.com/stock/AEP/">here</a>.
Stock #1: UGI Corporation (<a href="https://stocknews.com/stock/UGI/">UGI</a>)
UGI distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane; UGI International; Midstream &amp; Marketing; and UGI Utilities. 
UGI has paid dividends for 37 consecutive years.  Its annual dividend is $1.50, which translates to a yield of 4.99% at the current share price. Its four-year average dividend yield is 4.56%. Moreover, the company's dividend payouts have increased at a CAGR of 3.2% over the past three years.
UGI's trailing-12-month gross profit margin of 51.05% is 13.8% higher than the 44.85% industry average. Likewise, the stock's trailing-12-month ROTC of 5.68% is 39.3% higher than the 4.08% industry average.
In the fiscal year that ended September 30, 2024, UGI's revenues were $7.21 billion. Its operating income was $770 million, compared to a loss of $1.44 billion in the prior year. While its net income attributable to UGI Corporation stood at $269 million, compared to a loss of $1.50 billion in the prior year. Its adjusted diluted EPS came in at $3.06, up 7.7% over the prior year.
Street expects UGI's revenue for the fiscal year (ending September 30, 2025) to increase 28.4% year-over-year to $ 9.25 billion. Its EPS for the same year is $2.91. In addition, it surpassed the consensus EPS estimates in each of the trailing four quarters.
The stock has gained 22.4% over the past six months, closing the last trading session at $30.09.
UGI's POWR Ratings reflect bright prospects. The stock has a B grade for Quality and Growth. It is ranked #7 in the same industry.
In addition to the POWR Ratings highlighted above, one can access UGI's ratings for Stability, Momentum, Value, and Sentiment <a href="https://stocknews.com/stock/UGI/">here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
OKE shares closed at $108.96 on Friday, up $0.30 (+0.28%). Year-to-date, OKE has gained 8.53%, versus a 1.96% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Nidhi Agarwal</h2> <img src='https:/wp-content/uploads/2023/03/Nidhi-Agarwal_Headshot-3.jpg' style="float:left; padding:5px;width:125px;">Nidhi is passionate about the capital market and wealth management, which led her to pursue a career as an investment analyst. She holds a bachelor's degree in finance and marketing and is pursuing the CFA program.

Her fundamental approach to analyzing stocks helps investors identify the best investment opportunities.<a href="https://stocknews.com/authors/?author=nidhi-agarwal">More...</a>The post <a href=https://stocknews.com/news/oke-aep-ugi-3-high-dividend-utility-stocks-for-stable-income/>3 High-Dividend Utility Stocks for Stable Income</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-Dividend Utility Stocks for Stable Income

Driven by urbanization, high end-user demand, technological advancements, and digital innovation, the utilities market is poised for significant growth. Given the industry tailwinds, investing in quality utilities stocks Vistra (VST), PPL Corporation (PPL), and American Electric Power (AEP) could be wise. Read on... The utility industry is thriving with the growing demand across various end-use sectors like electronics and automotive, backed by the increasing adoption of advanced technologies. Segments like data centers and the emergence of new consumer industries are leading to the highest electricity consumption.
With the industry's promising prospects, it could be wise to invest in fundamentally sound utility stocks Vistra Corp. (<a href="https://stocknews.com/stock/VST/">VST</a>), PPL Corporation (<a href="https://stocknews.com/stock/PPL/">PPL</a>), and American Electric Power Company, Inc. (<a href="https://stocknews.com/stock/AEP/">AEP</a>) with unexpected growth stories.
According to the U.S. Energy Information Administration <a href="https://www.eia.gov/todayinenergy/detail.php?id=64264">Short-Term Energy Outlook</a>, after no or relatively little change over the past two decades, electricity consumption is expected to grow by 2% in the current year and in 2026. This consumption surge is mainly due to increased demand from new semiconductor and battery manufacturing factories and data centers.
This electricity demand is powerfully navigating the utility industry. The industry's bright prospects are driven by extensive electricity usage in a wide range of devices and equipment across multiple sectors like residential, automotive, corporate, and industrial processes. Furthermore, the growing adoption of advanced digital technologies will foster the sector's growth.
The utilities market is expected to reach around $9.21 trillion by 2029, exhibiting solid growth at a <a href="https://www.thebusinessresearchcompany.com/report/utilities-global-market-report">CAGR of 6%</a>. The market demand is attributable to factors like the integration of renewable energy sources, better load management, global population growth, technological advancements, and faster economic growth.
Amid this, stocks of utility companies that are continuously working towards catering to the growing energy demand through sound strategies and tactics are well-positioned for robust growth. Given these encouraging trends, let's look at the fundamentals of the three best <a href="https://stocknews.com/category/utilities-domestic/">Utilities - Domestic</a> stocks, beginning with the third choice.
Stock #3: Vistra Corp. (<a href="https://stocknews.com/stock/VST/">VST</a>)
VST is an integrated retail electricity and power generation company. The company operates in six segments: Retail; Texas; East; West; Sunset; and Asset Closure. The company retails electricity and natural gas to residential, commercial, and industrial customers.
As a strategic expansion, on September 18, 2024, VST executed definitive agreements with affiliates of Nuveen Asset Management, LLC, and Avenue Capital Management II, L.P., and acquired their combined 15% equity interest in Vistra Vision LLC, resulting in VST becoming the sole owner of its Vistra Vision subsidiary, including its zero-carbon nuclear, energy storage, and solar generation assets.
The acquisition marked a milestone in VST's evolution, simplifying its overall structure. With its integrated model, VST will serve its customers in a reliable, affordable, and sustainable manner.
On September 11, 2024, VST announced a new program for homeowners in partnership with Sunrun (<a href="https://stocknews.com/stock/RUN/">RUN</a>) to support grid reliability for Texans. The program will aggregate power stored in residential, solar-connected batteries, forming a virtual power plant to dispatch energy back to the grid as needed.
For the third quarter that ended September 30, 2024, VST reported operating revenues of $6.29 billion, up 53.9% year-over-year. The company's <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> increased 210.3% from the previous year's quarter to $2.59 billion. Its net income came in at $1.84 billion, indicating a growth of 265.9% from the prior year quarter.
As per the guidance for fiscal 2024, the company's ongoing operations adjusted EBITDA, which is expected to range between $5 billion and $5.20 billion. Its ongoing operations adjusted FCFbG is likely to be between $2.65 billion and $2.85 billion.
The company also initiated 2025 guidance ranges, projecting ongoing operations adjusted EBITDA of $5.50 billion - $6.10 billion. It also expects ongoing operations adjusted FCFbG in the range of $3 billion to $3.60 billion.
Analysts expect VST's revenue for the fourth quarter (ended December 2024) to improve 26.3% year-over-year to $3.89 billion. For the fiscal year (ended December 2024), the company's revenue and EPS are expected to increase 16.5% and 97% from the prior year to $17.22 billion and $5.84, respectively.
VST's stock has gained 124.2% over the past six months and 330.2% over the past year to close the last trading session at $170.86.
VST's bright prospects are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
VST's stock has a B grade for Growth and Momentum. Within the <a href="https://stocknews.com/category/utilities-domestic/">Utilities - Domestic</a> industry, VST is ranked #32 of 58 stocks.
<a href="https://stocknews.com/stock/VST/">Click here</a> to access additional ratings of VST (Stability, Value, Sentiment, and Quality).
Stock #2: PPL Corporation (<a href="https://stocknews.com/stock/PPL/">PPL</a>)
PPL is an energy company that emphasizes providing electricity and natural gas to approximately 3.6 million customers. The company operates through three segments: Kentucky Regulated; Pennsylvania Regulated; and Rhode Island Regulated.
On January 16, 2025, PPL's subsidiary Louisville Gas and Electric Company announced its first hyperscale data center electric customer in partnership with Poe Companies and PowerHouse Data Centers. The cutting-edge 400-megawatt data center campus will be located in Louisville. The groundbreaking project will be historic for Kentucky and contribute to its new economic development.
On September 12, 2024, PPL executed an agreement with the U.S. Department of Energy (DOE) Office of Clean Energy Demonstrations (OCED) for an award of up to $72 million to help fund a groundbreaking carbon dioxide (CO₂) capture research and development project at the company's natural gas combined-cycle generation facility in Louisville, Kentucky.
PPL's operating revenues for the third quarter that ended September 30, 2024, increased 1.1% year-over-year to $2.07 billion, while its operating income was $428 million. The company's net income and EPS were $214 million and $0.29 for the quarter, respectively.
In addition, PPL's cash and cash equivalents as of September 30, 2024, were $542 million, compared to $331 million as of December 31, 2023.
Street expects PPL's revenue for the fiscal year (ended December 2024) to increase 1.2% year-over-year to $8.41 billion. Likewise, the company's EPS for the same year is expected to grow 6.7% year-over-year to $1.71. Moreover, PPL has surpassed the consensus revenue estimates in all four trailing quarters.
PPL's shares have gained 15.8% over the past six months and 26.3% over the past year to close the last trading session at $33.25.
PPL's sound fundamentals are reflected in its POWR Ratings. The stock has a B grade for Growth and Momentum. Within the Utilities - Domestic industry, PPL is ranked #27 of 58 stocks.
In addition to the POWR Ratings we've stated above, we also have PPL ratings for Sentiment, Value, Stability, and Quality. Get all PPL ratings <a href="https://stocknews.com/stock/PPL/">here</a>.
Stock #1: American Electric Power Company, Inc. (<a href="https://stocknews.com/stock/AEP/">AEP</a>)
AEP operates as an electric public utility holding company engaged in generating, transmitting, and distributing electricity for sale to retail and wholesale customers. It operates in Vertically Integrated Utilities; Transmission and Distribution Utilities; AEP Transmission Holdco; and Generation &amp; Marketing segments.
On December 18, 2024, AEP's subsidiary Southwestern Electric Power Co. (SWEPCO) announced various ongoing developments in several new generation projects pending regulatory approval. The company's initiatives are designed to enhance its diverse energy portfolio to address the growing capacity demands of customers in a cost-effective manner.
SWEPCO's new projects include the 450-MW Hallsville Natural Gas Plant and the 1,053-MW Welsh Natural Gas Conversion Project. It also has multiple renewable projects under construction. The company's endeavors will provide a reliable energy supply to customers and cater to their evolving needs.
On November 14, AEP introduced its custom solution to support the growing energy needs with fuel cell technology for their large customers. AEP's agreement in place will allow it to secure up to 1 gigawatt (GW) of Bloom Energy solid oxide fuel cells for data centers and other large energy users, making this the largest utility fuel cell technology initiative in the nation.
The company aims to invest $54 billion from 2025 through 2029 to enhance service for customers and support the growing energy needs of our communities. Such strong efforts will contribute to its ongoing growth and expansion.
During the third quarter that ended September 30, 2024, AEP's total revenues increased 1.5% year-over-year to $5.42 billion, and its operating income came in at $1.35 billion for the same period. The company's non-GAAP operating earnings stood at $985.40 million and $1.85 per share, up 6.7% and 4.5% over the prior year's quarter, respectively.
Further, the company expects its operating earnings to range from $5.58 to $5.68 per share in 2024.
Analysts expect AEP's revenue and EPS for the first quarter (ending March 2025) to increase 4% and 12.5% year-over-year to $5.20 billion and $1.43, respectively. Further, the company has topped consensus EPS estimates in three of the trailing four quarters.
Shares of AEP have surged 5.1% over the past month and 22% over the past year to close the last trading session at $97.25.
AEP's POWR Ratings reflect this robust outlook. AEP has a B grade for Growth, Stability, and Momentum. The stock is ranked #8 among the 58 stocks in the Utilities - Domestic industry.
<a href="https://stocknews.com/stock/AEP/">Click here</a> to access additional AEP ratings for Sentiment, Value, and Quality.
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<hr />
VST shares were trading at $170.86 per share on Monday afternoon, down $3.14 (-1.80%). Year-to-date, VST has gained 23.93%, versus a 1.96% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/vst-aep-ppl-run-3-utility-stocks-with-unexpected-growth-stories/>3 Utility Stocks With Unexpected Growth Stories</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Utility Stocks With Unexpected Growth Stories

Bloom Energy: Project-Driven Gains May Take Time To Materialize

FUTY: Utilities Dashboard For January

American Electric Power declares $0.93 dividend

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DUKB

FUTY

RSPU

SCHD

SOJC

SOJD

SOJE

SOJF

SREA

TROW

WTRG

Press Releases

AEP Announces Leadership Changes to Empower Local Operations and Drive Growth

AEP Reports Third-Quarter 2024 Earnings, Introduces New Growth Rate and Capital Plan

AEP Leveraging Fuel Cell Technology to Power Data Center Growth

I&M and Stakeholders File Large Load Settlement to Advance Grid Reliability and Support Economic Growth

SWEPCO Expands Generation Capacity with New Power Plants

AEP Names Seasoned Energy Executive Trevor Mihalik Executive Vice President & Chief Financial Officer

AEP Secures Minority Equity Interest Investment in Ohio and Indiana & Michigan Transmission Companies

AEP Seeking Grants To Assist With Advanced Nuclear Site Exploration in Indiana and Virginia

Dividends

AEP Declares Quarterly Dividend on Common Stock

Constellation Energy Corporation - Common Stock

Constellation Energy

Comp En De Mn Cemig ADS American Depositary Shares

Cia Energetica DE Minas

Comp En De Mn Cemig ADS American Depositary Receipts

Duke Energy Corporation (Holding Company) Common Stock

Duke Energy

Centrais Electricas Brasileiras S A American Depositary Shares (Each representing one Common Share)

Centrais Eletricas

Centrais Electricas Brasileiras S.A. Sponsored ADS representing Pfd Shares

Edison Intl

Companhia Paranaense de Energia (COPEL) American Depositary Shares (each representing one Unit consisting one Common Share and four non-voting Class B Preferred Shares)

Cia Paranaense De Energia

Eversource Energy

Entergy

Evergy

Exelon

FirstEnergy

Idacorp

Korea Electric Power Corporation Common Stock

Korea Electric Power

Alliant Energy Corporation - Common Stock

Alliant Energy

NextEra Energy

NRG Energy

OGE Energy

Pampa Energia

PG&E

Pinnacle West Capital Corporation Common Stock

Pinnacle West Capital

Southern

Xcel Energy

B of A Securities

BMO Capital

Scotiabank

JP Morgan

Barclays

아메리칸 일렉트릭 파워 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NYSE">AEP</a>)는 <a href="https://www.benzinga.com/quote/AEP/earnings">11월 6일 수요일 개장 전</a> 3분기 실적을 발표할 예정이다.
애널리스트들은 오하이오주 콜럼버스에 본사를 둔 아메리칸 일렉트릭 파워 컴퍼니의 주당순이익은 1.8달러로 전년 동기 1.77달러 대비 상승할 것으로 예상한다. 또한 <a href=""https://pro.benzinga.com/dashboard"">벤징가 프로 </a>데이터에 따르면 아메리칸 일렉트릭 파워는 3분기 매출이 54억 3,000만 달러로 전년 동기의 53억 7,000만 달러에 비해 증가할 것으로 예상된다.
10월 24일에 아메리칸 일렉트릭 파워는 12월 1일부로 재무 및 재무 담당 수석 부사장으로 매튜 프란센(Matthew Fransen)을 임명했다.
아메리칸 일렉트릭 파워 주가는 화요일에 2% 상승한 100.40달러에 마감했다.
최근 벤징가에서 가장 정확한 <a href="https://www.benzinga.com/quote/AEP/analyst-ratings">애널리스트들이 아메리칸 일렉트릭 파워를 어떻게 평가했는지</a> 살펴보자.
<ul>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5891df6343eaaa0001d69c77/jeremy-tonet">JP모건의 애널리스트 제레미 토넷(</a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5891df6343eaaa0001d69c77/jeremy-tonet">Jeremy Tonet)</a>: 10월 18일 비중확대 의견 유지, 목표주가는 108달러에서 112달러로 상향 조정. 정확도는 62%.</li>
<li>웰스파고 애널리스트 닐 칼튼(Neil Kalton): 10월 16일 동일비중 의견 유지, 목표주가 98달러에서 104달러로 상향 조정. 정확도는 67%.</li>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6267afcd1c5f2e0001b691c4/nicholas-campanella">바클레이즈의 애널리스트 니콜라스 캄파넬라(</a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6267afcd1c5f2e0001b691c4/nicholas-campanella">Nicholas Campanella</a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6267afcd1c5f2e0001b691c4/nicholas-campanella">)</a>:10월 15일 동일비중 의견 유지, 목표주가 96달러에서 100달러로 상향 조정. 정확도는 65%.</li>
<li>BMO 캐피털의 애널리스트 제임스 탈라커(James Thalacker): 10월 4일 시장수익률 상회 의견 유지, 목표주가 114달러에서 111달러로 하향 조정. 정확도는 73%.</li>
<li>제프리스의 애널리스트 줄리앙 뒤물랭-스미스(Julien Dumoulin-Smith): 9월 19일 보유 등급 및 목표주가 107달러 제시하며 커버리지 개시. 정확도는 67%.</li>
</ul>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-631856" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/06004544/image-42-1024x529.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/06004544/image-42-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/06004544/image-42-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/06004544/image-42-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/06004544/image-42.png 1262w" alt="" width="1024" height="529" /></figure>
더 읽기:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41744659/jim-cramer-says-he-cant-recommend-this-major-automaker-ceva-is-way-too-high">짐 크레이머, &#8220;주요 자동차 제조사 세바의 주가 너무 높아서 비추천&#8221;</a></li>
</ul>
벤징가 프로의 독점 뉴스 및 도구를 활용해 수익률을 높이세요. 다른 트레이더보다 더 빠르게 앞서갈 수 있습니다. 
14일 무료 체험을 시작하려면 <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하세요!

최근의 전개 상황에 따르면 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)은 늘어나는 수요를 촉진하기 위해 <a href="https://www.benzinga.com/markets/equities/24/07/39568237/tech-giants-eye-nuclear-power-to-fuel-ai-boom-raising-concerns-over-stability-and-environmental-" target="_blank" rel="noreferrer noopener">원자력 에너지에 대한 관심을 높이고 있을 수</a> 있다.
이 거대 기술 기업은 데이터 센터 엔지니어링 부서의 수석 원자력 엔지니어 <a href="https://www.linkedin.com/jobs/view/principal-nuclear-engineer-datacenter-engineering-power-generation-solutions-at-amazon-web-services-aws-4007936223" target="_blank" rel="noreferrer noopener">채용 공고</a>를 다시 게시하여 장기적인 에너지 전략에 대한 의문을 제기했다.
신흥 초소형 원자로 기술 회사인 나노 뉴클리어 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>)는 이전에 트위터였던 X의 소셜 미디어 <a href="https://x.com/nano_nuclear/status/1827024271731802146" target="_blank" rel="noreferrer noopener">게시물</a>에서 이 채용 공고를 언급했다.
왜 이것이 중요한가 (Why This Is Important): 아마존의 이 채용 공고는 탈렌 에너지(Talen Energy)가 올해 초 아마존 웹 서비스(AWS)에 960메가와트 데이터 센터 캠퍼스를 6억 5천만 달러에 판매하기로 합의한 직후 나온 것이다. 이 거래에는 서스퀘하나(Susquehanna) 원자력 발전소로부터의 10년간 전력 공급 계약이 포함되어 있다.
이는 특히 Amazon의 청정, 무탄소 에너지원에 대한 의지를 강조한다.
아만존의 한 대변인은 <a href="https://www.ans.org/news/article-5842/amazon-buys-nuclearpowered-data-center-from-talen/" target="_blank" rel="noreferrer noopener">미국 원자력 학회</a>에 &#8220;기상 조건에 따라 에너지를 생성하는 풍력 및 태양광 프로젝트를 보완하기 위해 새로운 혁신 및 기술을 탐색하고 다른 청정, 무탄소 에너지원에 투자하고 있다. 탈렌 에너지와의 탄소 없는 에너지에 대한 이 계약은 그 노력의 일환이다&#8221;라고 말했다.
추가 읽기: <a href="https://www.benzinga.com/government/24/03/37627399/amazons-shot-at-nuclear-power-play-will-the-tech-giants-latest-move-redefine-green-energy-for-data-c" target="_blank" rel="noreferrer noopener">아마존의 원자력 발전 시도 &#8211; 이 기술 대기업의 최신 움직임이 데이터 센터를 위한 청정 에너지를 재정의할까?</a>
7월 10일에 발표된 한 <a href="https://www.aboutamazon.com/news/sustainability/amazon-renewable-energy-updates" target="_blank" rel="noreferrer noopener">보고서</a>에서, 아마존은 데이터 센터, 기업 사무실, 식료품점, 주문 처리 센터를 포함한 전 세계 운영 전반에 걸쳐 사용되는 전력의 100%를 재생 가능 에너지에서 조달한다는 목표를 달성했다고 발표했다. 이 목표는 원래 2030년으로 설정되었으며, 이 회사는 태양광 및 풍력 프로젝트에 대한 투자를 계속하면서 원자력 및 배터리 저장 솔루션을 탐색하여 에너지 수요를 유지할 계획이다.
원자력 에너지에 대한 관심이 논란이 될 수 있는 이유
아마존의 원자력 야망은 논란의 여지가 있다.
미국 원자력 학회의 <a href="https://www.ans.org/news/article-6180/aep-exelon-ask-ferc-to-scrutinize-amazontalen-data-center-deal/" target="_blank" rel="noopener">보고서</a>에 따르면, 탈렌 에너지와의 협정 이후 유틸리티 회사들인 아메리칸 일렉트릭 파워 컴퍼니(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>)와 엑셀론 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXC#NASDAQ">EXC</a>)이 이 전기 공급 계약은 아마존이 전력망의 혜택을 누리면서 그 유지비용에 기여하지 않게 한다고 주장하며 연방 에너지 규제 위원회(FERC)에 공식적으로 이의를 제기했다.
그들은 데이터 센터의 전력 사용량이 그리드의 리소스와 간접적으로 연결되어 있기 때문에 이것이 다른 PJM 요금 납부자의 비용 증가로 이어질 수 있다고 주장합니다. PJM 요금 납부자는 펜실베이니아-뉴저지-메릴랜드 상호 연결(PJM)의 고객입니다.
그들은 이것이 다른 PJM 요금 납부자들의 비용 증가로 이어질 수 있다고 주장한다. 데이터 센터의 전력 사용은 간접적으로 전력망의 자원과 연결되어 있다. PJM 요금 납부자들은 펜실베이니아-뉴저지-메릴랜드 인터커넥션(PJM)의 고객들이다.
그뿐만이 아니다!
히트 맵(Heat Map)의 3월 <a href="https://heatmap.news/technology/amazon-nuclear-talen-energy">보고서</a>에 따르면, 아마존은 새로운 무탄소 에너지원을 우선시하지 않고 저비용 전력 확보에 초점을 맞추면서 에너지 전략과 관련하여 거대 기술 기업들 사이에 분열이 나타났다. 반면, 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)과 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)는 종합적인 무탄소 에너지 솔루션을 목표로 하고 있다.
마이크로소프트와 구글은 안정적인 전력 공급을 보장하기 위해 원자력 발전에 대한 관심을 증가시켰으며, 이는 지속 가능한 에너지 관행에 대한 더 넓은 약속을 반영한다.
아마존이 원자력 프로젝트를 진행하면서 혁신과 규제 검토의 교차점은 에너지 전략을 형성하는 데 중요한 역할을 할 것이다.
이 회사가 원자력 엔지니어들을 채용하는 것은 이 분야에서의 진지한 의도를 강조하지만, 이러한 결정의 함의는 에너지 부문 내의 관계에 상당한 영향을 미칠 수 있다.
아마존의 원자력 발전 진출이 보다 지속 가능한 미래로 가는 길을 열 것인지, 아니면 이미 복잡한 에너지 환경에서의 입장을 복잡하게 만들 것인지 궁금하다.
<a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>에 따르면 아마존의 주식은 지난 1년 동안 48% 이상 상승했다. 투자자들은 ProShares Online Retail ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONLN#NYSE">ONLN</a>)와 Fidelity MSCI Consumer Discretionary Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDIS#NYSE">FDIS</a>)를 통해 주식에 노출될 수 있다.

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유틸리티 부문이 S&amp;P 500에서 <a href="https://www.benzinga.com/markets" target="_blank" rel="noopener" data-google-interstitial="false">2024년 지금까지</a> 가장 높은 성과를 기록한 부문으로 떠올랐다.
9월 11일 현재 Utilities Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)는 전년 대비 22% 급등하여 다른 모든 부문을 능가하고 심지어 Technology Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)에서 추적한 기술 부문을 9% 포인트 앞섰다.
이것은 유틸리티의 상당한 반전을 나타내며, 유틸리티는 2023년에 기술 부문에 40%포인트 뒤쳐졌었다.
<h3 class="wp-block-heading">차트: 유틸리티 섹터가 S&amp;P 500 및 기술주를 2024년에 초과 성과</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-543220" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-1024x445.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-1024x445.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-300x130.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-768x334.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89-1536x667.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/11161618/image-89.png 1920w" alt="" width="1024" height="445" /><figcaption class="wp-element-caption">이미지: <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent091124&amp;t=be2bearmibe3na1">Benzinga Pro</a></figcaption></figure>
<h3 class="wp-block-heading">유틸리티 섹터 상승의 원인</h3>
2024년 유틸리티 주식의 강력한 성과는 많은 투자자들을 놀라게 했으며, 특히 최근 몇 년 동안 시장이 기술과 같은 성장 부문에 집중해 온 상황에서 더욱 그러하다.
"유틸리티 및 필수 소비재와 같은 방어주가 상승세를 주도하고 있기 때문에 여기에는 부인할 수 없는 방어적인 분위기가 있다. 이전에 막을 수 없었던 &#8216;매그니피센트 7&#8217; 기술주의 모멘텀 부족은 시장 정서의 변화를 알리는 신호일 수 있다"고 애널리스트 마이클 가예드(Michael Gayed)가 말했다.
방어 자산을 향한 이러한 움직임은 거시경제적 변동성에 대한 우려가 커지고 예측이 점점 더 어려워지는 금리 환경 속에서 특히 중요하다.
뱅크 오브 아메리카(BofA)는 최근 변동성이 증가함에 따라 점점 더 매력적으로 변하는 소득과 품질 특성의 결합을 언급하면서 유틸리티 부문에 대한 전망을 비중확대(Overweight) 전망으로 높였다.
BofA의 분석가들은 &#8220;클라이언트 흐름을 보면 해당 부문에 대한 관심이 없음을 암시하지만 최근 몇 주 동안 단일 주식에 자금이 유입되기 시작했고 ETF 흐름이 봄부터 긍정적인 추세를 보이기 시작했다&#8221;고 강조했다.
크레스캣 캐피털(Crescat Capital)의 매크로 전략가 오타비오 코스타(Otavio Costa)는 소셜미디어 X에 올린 글에서 "경제가 잘 돌아가고 있다는 광범위한 공감대에도 불구하고 S&amp;P 500에서 가장 방어적인 부문이 공식적으로 올해 최고의 성과를 낸 것이 놀랍다"고 말했다.
<h3 class="wp-block-heading">유틸리티, AI 기반 데이터 센터에 대한 수요 증가 대응</h3>
실제로 유틸리티 섹터를 강화하는 중요한 요소는 인공 지능(AI) 연계 데이터 센터의 성장에 따른 전기 수요 증가이다.
골드만삭스의 애널리스트인 칼리 데이븐포트(Carly Davenport)는 &#8220;데이터 센터 성장이 전력 수요에 의미 있게 기여하기 시작했으며 파이프라인에 대한 긍정적인 수정이 더 많이 확인되었다&#8221;고 메모에서 이러한 추세를 강조했다.
골드만삭스는 데이터 센터가 미국 전력 수요 증가의 가장 큰 동력이 될 것이며, 2030년까지 미국의 2.4% 전력 수요 복합 연간 성장률에 약 90bp(베이시스 포인트) 기여할 것이라고 추정했다.
이러한 수요 증가는 송전 및 발전 용량에 대한 점진적인 자본 투자로 이어질 것으로 예상되며, 잠재적으로 향후 몇 년 동안 유틸리티 주식의 추가 상승을 이끌 것으로 예상된다.
<h3 class="wp-block-heading">2024년 최고의 유틸리티 주식</h3>
올해 몇몇 유틸리티 회사들은 강력한 실적, 전략적 투자, 부문별 순풍에 힘입어 엄청난 이익을 얻었다. 9월 11일까지 연초부터 최고 실적을 기록한 유틸리티 주식을 살펴보겠다:
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>이름</td>
<td>가격 변동 % (YTD)</td>
</tr>
<tr>
<td>비스트라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>107.95%</td>
</tr>
<tr>
<td>콘스텔레이션 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NYSE">CEG</a>)</td>
<td>60.22%</td>
</tr>
<tr>
<td>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</td>
<td>54.88%</td>
</tr>
<tr>
<td>넥스테라 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)</td>
<td>37.39%</td>
</tr>
<tr>
<td>퍼블릭 서비스 엔터프라이즈 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>)</td>
<td>34.52%</td>
</tr>
<tr>
<td>아메리칸 일렉트릭 파워 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NYSE">AEP</a>)</td>
<td>26.86%</td>
</tr>
<tr>
<td>서던 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SO#NYSE">SO</a>)</td>
<td>26.63%</td>
</tr>
</tbody>
</table>
</figure>
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40794070/exclusive-lazard-small-cap-expert-predicts-30-50-russell-2000-rally-on-the-back-of-">독점: 라자드드 소형주 전문가가 금리 인하에 따른 러셀 2000지수 30%-50% 상승을 예측</a></li>
</ul>
사진: Shutterstock

미국 중서부를 불태웠던 <a href="https://www.benzinga.com/markets/equities/24/06/39401498/extreme-heat-waves-set-to-drive-up-us-natural-gas-prices-10-energy-stocks-to-watch-this-summer" target="_blank" rel="noreferrer noopener">폭염</a>이 남부로 향하자 기온이 오르면서 에어컨 제조사들과 유틸리티 기업들의 주가가 오르고 있다.



어떤 일이 (What Happened): NPR(내셔널 퍼블릭 라디오)은 중서부와 대서양 중부 지역에 일주일 넘게 무더위를 몰고 온 대규모 폭염이 이제 남쪽으로 향하고 있다고 <a href="https://www.npr.org/2024/06/22/g-s1-5772/heat-wave-storms-midwest-east-coast">보도</a>했다. 이 움직임은 북부 지역이 심각한 폭풍과 광범위한 홍수에 직면하고 있기 때문이다.



일요일 기준 사우스다코타, 네브래스카, 캔자스, 오클라호마, 아이오와, 미주리, 아칸소, 루이지애나, 플로리다, 코네티컷, 펜실베니아, 뉴욕, 뉴저지, 델라웨어, 버지니아, 메릴랜드, 노스캐롤라이나를 포함한 미국 여러 주에서 1억 2,300만 명 이상의 인구가 폭염 주의보를 받았다.



NPR에 따르면 중서부는 주말부터 기온이 떨어지기 시작했고, 남부에서는 이번 주 초에 기온이 화씨 100도(섭씨 37.78도)를 넘을 것으로 예상되는 폭염이 나타날 것으로 예상된다.



이런 극한 기온은 뜨거운 공기를 아래로 밀어내서 가두는 고압 시스템인 히트 돔(heat dome)으로 인해 발생하며, 이는 기후 변화로 인해 점점 더 흔해지고 강해지고 있다.



미시시피 일부 지역은 일요일에 화씨 105~110도의 폭염 지수를 경험했으며, 뜨거운 기온은 화요일까지 지속될 것이라고 잭슨의 국립 기상청(The National Weather Service)이 밝혔다.



NWS 내슈빌에 따르면 일요일부터 화요일까지 테네시 중부 지역의 더위 지수는 100도를 넘을 것으로 예상된다.



아칸소주의 기상학자들은 월요일과 화요일에 리틀록과 주변 지역이 &#8220;극심한 위험&#8221;에 처해 있다고 NPR이 보도했다.



주가 움직임: 월요일 제네락 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>)의 주가는 1.03% 상승 마감했고, 컴포트 시스템즈 USA(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>)는 0.57%, 와츠코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSO#NYSE">WSO</a>)는 2.19% 상승했다. 레녹스 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LII#NYSE">LII</a>)는 0.80% 상승했고 캐리어 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>)는 2.78% 상승했다.



월요일 더위와 함께 유틸리티 가격도 상승했다. 중서부와 남부 11개 주에 전력을 공급하는 아메리칸 일렉트릭 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>)의 주가는 1.25% 상승했고, 이 지역에서 에너지를 생산하는 센터포인트 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>)는 1.00% 상승했다. 루이지애나, 미시시피, 아칸소, 텍사스에 서비스를 제공하는 엔터지 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>)은 1.81% 상승했다. 미시간 전력회사인 CMS 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>)는 2.05% 상승 마감했다.



사진: <a href="https://www.shutterstock.com/g/Kagool">마크 브룩셀</a> Shutterstock

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미국 중서부를 불태웠던 <a href="https://www.benzinga.com/markets/equities/24/06/39401498/extreme-heat-waves-set-to-drive-up-us-natural-gas-prices-10-energy-stocks-to-watch-this-summer" target="_blank" rel="noopener" data-google-interstitial="false">폭염</a>이 남부로 향하자 기온이 오르면서 에어컨 제조사들과 유틸리티 기업들의 주가가 오르고 있다.
어떤 일이 (What Happened): NPR(내셔널 퍼블릭 라디오)은 중서부와 대서양 중부 지역에 일주일 넘게 무더위를 몰고 온 대규모 폭염이 이제 남쪽으로 향하고 있다고 <a href="https://www.npr.org/2024/06/22/g-s1-5772/heat-wave-storms-midwest-east-coast">보도</a>했다. 이 움직임은 북부 지역이 심각한 폭풍과 광범위한 홍수에 직면하고 있기 때문이다.
일요일 기준 사우스다코타, 네브래스카, 캔자스, 오클라호마, 아이오와, 미주리, 아칸소, 루이지애나, 플로리다, 코네티컷, 펜실베니아, 뉴욕, 뉴저지, 델라웨어, 버지니아, 메릴랜드, 노스캐롤라이나를 포함한 미국 여러 주에서 1억 2,300만 명 이상의 인구가 폭염 주의보를 받았다.
NPR에 따르면 중서부는 주말부터 기온이 떨어지기 시작했고, 남부에서는 이번 주 초에 기온이 화씨 100도(섭씨 37.78도)를 넘을 것으로 예상되는 폭염이 나타날 것으로 예상된다.
이런 극한 기온은 뜨거운 공기를 아래로 밀어내서 가두는 고압 시스템인 히트 돔(heat dome)으로 인해 발생하며, 이는 기후 변화로 인해 점점 더 흔해지고 강해지고 있다.
미시시피 일부 지역은 일요일에 화씨 105~110도의 폭염 지수를 경험했으며, 뜨거운 기온은 화요일까지 지속될 것이라고 잭슨의 국립 기상청(The National Weather Service)이 밝혔다.
NWS 내슈빌에 따르면 일요일부터 화요일까지 테네시 중부 지역의 더위 지수는 100도를 넘을 것으로 예상된다.
아칸소주의 기상학자들은 월요일과 화요일에 리틀록과 주변 지역이 &#8220;극심한 위험&#8221;에 처해 있다고 NPR이 보도했다.
주가 움직임: 월요일 제네락 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>)의 주가는 1.03% 상승 마감했고, 컴포트 시스템즈 USA(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>)는 0.57%, 와츠코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSO#NYSE">WSO</a>)는 2.19% 상승했다. 레녹스 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LII#NYSE">LII</a>)는 0.80% 상승했고 캐리어 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>)는 2.78% 상승했다.
월요일 더위와 함께 유틸리티 가격도 상승했다. 중서부와 남부 11개 주에 전력을 공급하는 아메리칸 일렉트릭 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>)의 주가는 1.25% 상승했고, 이 지역에서 에너지를 생산하는 센터포인트 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>)는 1.00% 상승했다. 루이지애나, 미시시피, 아칸소, 텍사스에 서비스를 제공하는 엔터지 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>)은 1.81% 상승했다. 미시간 전력회사인 CMS 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>)는 2.05% 상승 마감했다.
사진: <a href="https://www.shutterstock.com/g/Kagool">마크 브룩셀</a> Shutterstock

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