PPL Corporation (NYSE:PPL) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

PPL Corporation (NYSE:PPL) has received a consensus rating of “Moderate Buy” from the thirteen analysts that are covering the firm, Marketbeat reports. Three analysts have rated the stock with a hold recommendation and ten have issued a buy recommendation on the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $41.6667.

PPL has been the subject of several research analyst reports. BMO Capital Markets raised their target price on PPL from $39.00 to $40.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Barclays boosted their price target on shares of PPL from $39.00 to $41.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. JPMorgan Chase & Co. increased their price target on shares of PPL from $42.00 to $45.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Weiss Ratings lowered shares of PPL from a “buy (b+)” rating to a “buy (b)” rating in a research report on Thursday, June 18th. Finally, Bank of America dropped their target price on shares of PPL from $42.00 to $39.00 and set a “buy” rating on the stock in a research note on Monday, July 20th.

Insider Activity at PPL

In other PPL news, CFO Ashley F. Johnson sold 34,993 shares of the firm’s stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $22.08, for a total value of $772,645.44. Following the completion of the sale, the chief financial officer directly owned 561,482 shares of the company’s stock, valued at $12,397,522.56. This trade represents a 5.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Kristen Robinson sold 37,107 shares of the business’s stock in a transaction on Wednesday, July 15th. The shares were sold at an average price of $25.05, for a total value of $929,530.35. Following the completion of the sale, the director owned 222,897 shares in the company, valued at approximately $5,583,569.85. The trade was a 14.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.34% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Reaves W H & Co. Inc. raised its stake in PPL by 2.0% in the 4th quarter. Reaves W H & Co. Inc. now owns 4,424,814 shares of the utilities provider’s stock valued at $154,957,000 after acquiring an additional 88,531 shares during the period. Deutsche Bank AG increased its stake in shares of PPL by 23.7% in the second quarter. Deutsche Bank AG now owns 2,056,733 shares of the utilities provider’s stock worth $74,762,000 after purchasing an additional 393,748 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of PPL by 9.3% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,837,296 shares of the utilities provider’s stock worth $66,786,000 after purchasing an additional 157,005 shares in the last quarter. Mitsubishi UFJ Trust & Banking Corp raised its position in shares of PPL by 2.9% in the second quarter. Mitsubishi UFJ Trust & Banking Corp now owns 355,841 shares of the utilities provider’s stock valued at $12,935,000 after purchasing an additional 10,015 shares during the period. Finally, Roffman Miller Associates Inc. PA lifted its stake in shares of PPL by 7.8% during the 4th quarter. Roffman Miller Associates Inc. PA now owns 348,335 shares of the utilities provider’s stock valued at $12,199,000 after buying an additional 25,172 shares in the last quarter. Institutional investors own 76.99% of the company’s stock.

PPL Price Performance

Shares of NYSE PPL opened at $35.47 on Monday. The company has a market capitalization of $26.69 billion, a PE ratio of 20.99, a PEG ratio of 2.43 and a beta of 0.57. The company has a quick ratio of 0.73, a current ratio of 0.91 and a debt-to-equity ratio of 1.32. The stock’s 50 day moving average price is $35.82 and its 200-day moving average price is $36.83. PPL has a twelve month low of $33.17 and a twelve month high of $40.10.

PPL (NYSE:PPL) last issued its quarterly earnings results on Friday, August 7th. The utilities provider reported $0.33 EPS for the quarter, missing analysts’ consensus estimates of $0.34 by ($0.01). The business had revenue of $2.11 billion for the quarter, compared to analysts’ expectations of $2.19 billion. PPL had a net margin of 13.47% and a return on equity of 9.33%. The business’s revenue was up 4.2% compared to the same quarter last year. During the same period in the previous year, the business posted $0.32 earnings per share. PPL has set its FY 2026 guidance at 1.900-1.980 EPS. On average, equities analysts anticipate that PPL will post 1.94 EPS for the current year.

PPL Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Wednesday, June 10th were issued a $0.285 dividend. This represents a $1.14 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date of this dividend was Wednesday, June 10th. PPL’s payout ratio is 67.46%.

Key PPL News

Here are the key news stories impacting PPL this week:

• Positive Sentiment: PPL reported second-quarter ongoing EPS of $0.33, up from $0.32 a year earlier, while revenue rose 4.2% to $2.11 billion. Management also reaffirmed its 2026 EPS guidance of $1.90–$1.98, broadly in line with the $1.95 analyst consensus. PPL Corporation Delivers Solid Second-Quarter 2026 Earnings
• Positive Sentiment: Management pointed to continued power-demand growth, including expanding data-center demand, as well as new rates, clean-energy investment and other initiatives supporting its long-term growth outlook. What to Expect From These 2 Utility Stocks This Season?
• Neutral Sentiment: Reported GAAP EPS was $0.30, while ongoing EPS was $0.33. The company’s net margin was 13.09% and return on equity was 9.41%, indicating steady profitability but limited upside from the quarter alone. PPL Posts Strong Q2 Results
• Negative Sentiment: Higher costs pressured results: ongoing EPS of $0.33 missed estimates ranging from $0.34 to $0.35, and revenue of $2.11 billion fell short of expectations near $2.19–$2.21 billion. PPL Q2 Earnings Miss Estimates on Higher Costs
• Negative Sentiment: Analyst commentary cautions that PPL’s slower dividend growth and premium valuation could limit further upside, particularly after the stock’s underperformance over the past year. PPL Corporation’s Slower Dividend Growth Limits Upside

About PPL

PPL Corporation is an energy company that owns and operates electric transmission and distribution infrastructure and provides related customer services. The company’s core business centers on delivering electricity to residential, commercial and industrial customers through regulated utility operations, maintaining grid reliability, responding to outages and managing customer billing and account services.

PPL’s activities include construction and maintenance of distribution and transmission lines, meter and grid management, and programs to support energy efficiency and the interconnection of distributed resources.