Investors looking for stocks in the Utility - Electric Power sector might want to consider either Entergy (ETR) or WEC Energy Group (WEC) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, ...

文章核心观点 - 沃纳·巴克斯特和约翰·朗格被任命为WEC Energy Group董事会成员 [1] - 两人在能源行业拥有丰富的从业经验,将为WEC Energy Group董事会带来更多专业知识和经验 [1] 沃纳·巴克斯特 - 曾在Ameren Corp.工作28年,担任过多个高级管理职位,包括执行董事长、董事长、总裁兼CEO等 [2] - 现在担任美国银行、Quanta Services Inc.等公司的董事,并参与多个非营利组织 [2] - 曾担任Edison Electric Institute (EEI)主席,现在仍在Edison Foundation董事会任职,也曾担任Electric Power Research Institute (EPRI)董事会主席和执行委员会成员 [2] - 拥有密苏里圣路易斯大学会计学学士学位,并于2024年获得该校工商管理荣誉博士学位 [2] 约翰·朗格 - 从Barclays PLC退休,曾担任该公司能源和工业集团的全球负责人,在投资银行工作超过28年 [3] - 在Barclays期间,还曾担任投资银行管理委员会成员,此前在雷曼兄弟公司领导全球电力并购业务 [3] - 在职业生涯中,为公用事业、自然资源和工业领域的国内外客户提供过多项战略咨询、并购、股权、债务和项目融资等服务 [3] - 拥有宾夕法尼亚大学学士学位和杜克大学富库商学院MBA学位,曾担任EPRI咨询委员会成员和EEI华尔街咨询小组联合主席 [3] WEC Energy Group简介 - 总部位于密尔沃基,是美国顶级能源公司之一,为威斯康星、伊利诺伊、密歇根和明尼苏达4个州的470万客户提供服务 [4] - 主要子公司包括We Energies、Wisconsin Public Service、Peoples Gas、North Shore Gas、Michigan Gas Utilities、Minnesota Energy Resources和Upper Michigan Energy Resources等 [4] - 另一家主要子公司We Power负责电厂的设计、建设和所有权,WEC Infrastructure LLC拥有一支不断增长的可再生能源发电设施 [4] - 是财富500强公司,也是标准普尔500指数成分股,拥有约34,000名股东、7,000名员工和超450亿美元资产 [4]

Utility service providers continue to reap benefits from a number of positive variables, including increased electricity tariffs, customer acquisitions, cost reduction and the deployment of energy-efficiency initiatives. The power business also gains from continuous efforts to make electric infrastructure more resilient to adverse weather conditions and the ongoing switch to affordable, renewable energy sources for electricity production. Utility companies operating in the United States are taking measures ...

NextEra Energy is treated as a gold standard in the utility sector, and it's priced accordingly. This dividend grower could be a better value. There's no question that NextEra Energy (NEE -0.44%) is a well-run company. But that fact is so well known that investors have bid the shares up to levels that, likely, fully reflect the information. If you are trying to find a good mix of dividend income and dividend growth, you may want to consider buying WEC Energy (WEC -1.09%) instead of NextEra. Here's why. Next ...

WEC Energy Group's (WEC) ongoing investments in infrastructure projects and focus on clean energy should further drive its overall performance. The company continues to expand operations through strategic acquisitions. However, this currently Zacks Rank #3 (Hold) company faces risks related to increased competition in the electric and natural gas markets. WEC's Tailwinds WEC Energy is gaining on the back of improving demand from large and small commercial and industrial (C&I) customers, as well as that from ...

Investors with an interest in Utility - Electric Power stocks have likely encountered both DTE Energy (DTE) and WEC Energy Group (WEC) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings est ...

MILWAUKEE, Aug. 12, 2024 /PRNewswire/ -- WEC Energy Group (NYSE: WEC) today released its 2023 Corporate Responsibility Report. The report provides a comprehensive overview of the company's environmental, social and governance (ESG) performance. The report outlines the progress made by WEC Energy Group and its family of companies on major projects and the company's mission to deliver affordable, reliable and clean energy across the Midwest. The report also examines the company's climate strategy and the rese ...

I just added another utility to my portfolio. I was done in this sector until I saw this high-yield stock and it was too good to pass up. One of the problems with investing in a certain style, like dividend investing, is that you'll end up owning a lot of stocks from the same sectors. That's where I found myself with the utility sector. I decided to hold off on any more stocks in the space until WEC Energy (WEC 1.62%) popped up on my radar screen. The story was so good that I couldn't say no and I bought it ...

公用事业行业概况 - 美国公用事业公司以股东友好著称 提供稳定股息和高收益率 25家公用事业公司连续20年或更长时间增加股息 其中5家被列为"股息贵族"（连续50年以上增加股息）[1] - 2024年公用事业板块表现良好 在11个板块中排名第四 但多数公司股价接近52周高点 估值吸引力较几个月前下降[1] 筛选标准 - 筛选条件包括：收入与每股收益(EPS)复合年增长率(CAGR)均不低于3.5% 股息收益率不低于3%且连续增长10年以上 派息率低于75% 当前市盈率低于5年平均水平[2] - 通过筛选的四家公司：Xcel Energy(XEL) WEC Energy Group(WEC) Portland General Electric(POR) Black Hills Corporation(BKH)[2] 财务指标对比 - POR在近三年收入与EPS增长最快 达到双位数CAGR WEC则保持十年期最高平均增长率且表现最稳定[3] - WEC和BKH的营运利润率与回报率最佳 POR的净利润增长在近五年显著改善但盈利能力评级仅为D级[4][5] - 四家公司股息增长历史均超过2008年金融危机 WEC当前股息收益率为3.84% 按3年CAGR计算将在五年后超过BKH和POR的当前水平[6] WEC能源集团投资亮点 - 未来五年计划投资超200亿美元于可再生能源和输电基础设施 预计资本回报率约10%[7] - 战略布局于能源需求增长的中西部工业区 顺应煤电转型趋势[7] - 现金流显著超过盈利水平 支持持续再投资与股息增长[7] - 当前股价对应2024年预期市盈率17.6倍 显著低于5年平均22.3倍 股息收益率3.77%高于近年平均3.04%[8][9] 估值分析 - 华尔街目标价87美元基于3.5%的保守EPS增长预测 但DCF估值显示合理价值约97美元 潜在上涨空间14-18%[8][10] - 关键估值指标均低于5年平均：前瞻市盈率(-20.3%) EV/EBITDA(-16.8%) 市净率(-16.4%) 股价/现金流(-22.4%)[9] 行业与公司总结 - 公用事业板块在2024年表现回升 但估值水平已显著提高[1] - WEC凭借平衡的增长能力 盈利水平和持续股息增长脱颖而出 是可再生能源转型中的优选标的[4][7][12]

核心观点 - WEC Energy Group (WEC) 在2024年第二季度报告了17.7亿美元的收入，同比下降3.2%，每股收益(EPS)为0.67美元，相比去年同期的0.92美元有所下降。收入和EPS均超出了华尔街的预期，收入超出预期-4.77%，EPS超出预期+4.69% [1] 收入和盈利表现 - 公司本季度收入为17.7亿美元，同比下降3.2%，EPS为0.67美元，相比去年同期的0.92美元有所下降 [1] - 收入超出Zacks Consensus Estimate的18.6亿美元，超出幅度为-4.77%，EPS超出预期+4.69% [1] 关键财务指标 - 电力销售总量为8,650.7 GWh，略低于分析师平均预期的8,655.8 GWh [3] - 公司其他和消除项为-1.196亿美元，与分析师平均预期的-1.1904亿美元基本持平，但相比去年同期变化了-119700% [4] - 威斯康星州 regulated utility operations 的收入为13.7亿美元，低于分析师平均预期的14.9亿美元，同比下降4% [5] - 非公用事业能源基础设施的收入为1.756亿美元，高于分析师平均预期的1.7153亿美元，同比增长3.9% [6] - 其他州的 regulated utility operations 的收入为7,100万美元，低于分析师平均预期的8,180万美元，同比下降13.3% [7] - 伊利诺伊州的 regulated utility operations 的收入为2.768亿美元，高于分析师平均预期的2.6178亿美元，同比增长1.2% [8] 股票表现 - WEC Energy 的股票在过去一个月内上涨了10.8%，而Zacks S&P 500 composite 上涨了1.1% [8] - 公司目前持有Zacks Rank 4 (Sell)，表明其可能在短期内表现不佳 [8]