FirstEnergy Corporation $FE Stake Raised by Vanguard Group Inc.

Vanguard Group Inc. increased its holdings in FirstEnergy Corporation (NYSE:FE) by 0.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,348,184 shares of the utilities provider’s stock after buying an additional 360,098 shares during the quarter. Vanguard Group Inc. owned about 11.66% of FirstEnergy worth $3,085,894,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in FE. American National Bank & Trust increased its holdings in shares of FirstEnergy by 380.2% during the third quarter. American National Bank & Trust now owns 581 shares of the utilities provider’s stock valued at $27,000 after purchasing an additional 460 shares during the period. Harel Insurance Investments & Financial Services Ltd. bought a new position in FirstEnergy during the 3rd quarter valued at $27,000. TruNorth Capital Management LLC increased its position in shares of FirstEnergy by 187.5% during the 3rd quarter. TruNorth Capital Management LLC now owns 621 shares of the utilities provider’s stock valued at $28,000 after purchasing an additional 405 shares during the period. State of Wyoming bought a new stake in shares of FirstEnergy in the 2nd quarter worth $25,000. Finally, Caldwell Trust Co acquired a new stake in shares of FirstEnergy in the second quarter valued at $35,000. Institutional investors own 89.41% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on FE shares. Morgan Stanley reaffirmed an “overweight” rating on shares of FirstEnergy in a report on Wednesday, February 11th. Wolfe Research upgraded shares of FirstEnergy from a “peer perform” rating to an “outperform” rating and set a $50.00 target price on the stock in a report on Tuesday, January 27th. UBS Group cut their target price on shares of FirstEnergy from $49.00 to $46.00 and set a “neutral” rating for the company in a research note on Wednesday, December 17th. Barclays dropped their price target on FirstEnergy from $51.00 to $50.00 and set an “overweight” rating on the stock in a report on Thursday, January 22nd. Finally, Wells Fargo & Company reduced their price objective on FirstEnergy from $54.00 to $53.00 and set an “overweight” rating for the company in a research note on Tuesday, January 20th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, FirstEnergy has an average rating of “Moderate Buy” and an average price target of $48.85.

FirstEnergy Stock Performance

FE stock opened at $49.00 on Thursday. The stock has a market cap of $28.31 billion, a P/E ratio of 27.84, a P/E/G ratio of 2.82 and a beta of 0.64. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.64 and a current ratio of 0.75. The firm has a 50 day simple moving average of $46.16 and a 200 day simple moving average of $45.49. FirstEnergy Corporation has a 52 week low of $37.58 and a 52 week high of $50.44.

FirstEnergy (NYSE:FE) last announced its quarterly earnings data on Tuesday, February 17th. The utilities provider reported $0.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.52 by $0.01. FirstEnergy had a return on equity of 10.47% and a net margin of 6.76%.The business had revenue of $3.80 billion during the quarter, compared to analyst estimates of $3.20 billion. During the same period last year, the company earned $0.67 earnings per share. FirstEnergy has set its FY 2026 guidance at 2.620-2.820 EPS. Research analysts anticipate that FirstEnergy Corporation will post 2.66 earnings per share for the current fiscal year.

FirstEnergy Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Thursday, May 7th will be given a dividend of $0.465 per share. The ex-dividend date of this dividend is Thursday, May 7th. This is a positive change from FirstEnergy’s previous quarterly dividend of $0.45. This represents a $1.86 annualized dividend and a yield of 3.8%. FirstEnergy’s dividend payout ratio (DPR) is currently 77.73%.

More FirstEnergy News

Here are the key news stories impacting FirstEnergy this week:

• Positive Sentiment: Q4 results and full-year outlook — FE beat consensus Q4 EPS ($0.53 vs $0.52) and significantly topped revenue expectations; the company affirmed FY2026 core EPS guidance of $2.62–2.82. FirstEnergy Announces 2025 Financial Results, Affirms 2026 Guidance and Provides Long-Term Financial Outlook Focused on Delivering Value to Customers, Communities and Investors
• Positive Sentiment: Large capital plan — management announced a $36 billion capital investment program (2026–2030) expected to drive core earnings CAGR near the top end of prior targets, signaling durable rate-base growth. FirstEnergy announces $36 billion investment plan after posting higher annual profit
• Positive Sentiment: Execution win — Potomac Edison completed a new substation improving reliability for ~2,400 customers, showing on-the-ground capex delivery. New Potomac Edison Substation Delivers More Reliable Power for Berkeley County Customers
• Positive Sentiment: Momentum indicator improved — FE’s relative strength (RS) rating rose to 73, reflecting recent positive price and volume momentum. FirstEnergy sees RS rating climb to 73
• Neutral Sentiment: Earnings call transcript and presentation — management discussed the investment plan, regulatory impacts and guidance in detail; useful for modeling cash flow and rate case timing. FirstEnergy Corp. (FE) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor materials — the slide deck and results presentation provide details on rate-base ramp and EPS sensitivity assumptions. FirstEnergy Corp. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Operational procurement notice — an RFP auction for PIPP customers in Ohio may affect supplier contracting but is not a company earnings driver. FirstEnergy Ohio Utilities’ PIPP RFP Auction: Information Session for Prospective Bidders on Wednesday, February 18, 2026
• Negative Sentiment: Q4 pressures and regulatory impacts — GAAP EPS declined year-over-year (from $0.67 to $0.53) and the quarter included impacts from Ohio regulatory orders, creating near-term earnings noise. FirstEnergy (FE) Q4 Earnings and Revenues Surpass Estimates
• Negative Sentiment: Funding and execution risk — the sizable capex program boosts long-term growth but raises execution, regulatory approval and financing risks (debt/equity and rate-case timing are key watch items). FirstEnergy’s Bold Grid Investment Plan Drives Earnings Outlook

About FirstEnergy

FirstEnergy Corp. (NYSE: FE) is a U.S.-based electric utility holding company headquartered in Akron, Ohio. The company’s primary business is the delivery of electricity through its regulated transmission and distribution utilities, serving residential, commercial and industrial customers across parts of the Midwest and Mid‑Atlantic. FirstEnergy’s service territory includes states such as Ohio, Pennsylvania, New Jersey, Maryland and West Virginia, and it operates primarily within the PJM regional transmission organization.

FirstEnergy’s core activities center on owning and operating electric distribution networks and transmission systems, maintaining and upgrading grid infrastructure, managing storm response and restoration, and offering customer programs that include energy efficiency and reliability services.