Constellation Energy Aktie

Constellation Energy shares slid about 6.2% in the afternoon to $275.35 after Argus reduced its price target from $425 to $350 while keeping the rating at "Buy." Weighing on the stock was a confirmed 2026 EPS forecast of $11.00–$12.00 (midpoint $11.50), which was below analyst consensus, and sharply higher interest costs (+73.3% to $253 million) due to debt financing of the $16.4 billion Calpine acquisition. Additional risks stem from regulatory uncertainty in the PJM market and potential delays in bringing the Crane Clean Energy Center back online, which could threaten future earnings and PPA opportunities. Higher long-term yields and an energy-driven rise in inflation also pressure utility valuations overall. » Więcej na de.investing.com

The board of directors of Constellation Energy has declared a quarterly dividend of $0.4265 per common share, payable on June 5, 2026; shareholders of record on May 15, 2026 (5:00 p.m. ET) are eligible. The dividend corresponds to a yield of 0.54% and follows 21% dividend growth over the past twelve months. InvestingPro currently rates the stock as overvalued; Constellation Energy operates about 55 GW of generation capacity and most recently reported annual revenue of $25.5 billion. » Więcej na de.investing.com

Constellation Energy shares are down about 28% from their 52-week high after strong 2025 gains, pressured by regulatory moves to cap capacity auction prices and a weaker EPS guidance of $11–$12 versus analysts' $12.11. PJM and FERC-backed price collars and proposed long-term PPAs with hyperscalers reduce potential upside from tight markets. The stock's forward valuation has cooled from ~40x to ~25x, and while Constellation's large nuclear fleet and hyperscaler deals could drive long-term demand, regulatory constraints pose near-term limits to recovery. » Więcej na finance.yahoo.com