Concurrent Investment Advisors LLC Invests $1 Million in Portland General Electric Company $POR

Key Points

• Concurrent Investment Advisors LLC opened a new stake in Portland General Electric (POR), buying 20,909 shares worth about $1.00 million in the fourth quarter.
• POR reported a quarterly EPS miss—$0.58 vs. $0.77 expected—and revenue below estimates; the company set FY2026 guidance at 3.330–3.530 EPS (sell‑side consensus ~3.42).
• Portland General Electric raised its quarterly dividend to $0.5513 (annualized $2.21), yielding about 4.4% with an ex‑dividend date of June 25 and a payout ratio around 75.8%.

Concurrent Investment Advisors LLC acquired a new stake in Portland General Electric Company (NYSE:POR - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 20,909 shares of the utilities provider's stock, valued at approximately $1,003,000.

Several other institutional investors and hedge funds also recently made changes to their positions in POR. V Square Quantitative Management LLC purchased a new position in Portland General Electric in the 4th quarter worth $25,000. Private Trust Co. NA boosted its position in Portland General Electric by 76.4% during the fourth quarter. Private Trust Co. NA now owns 552 shares of the utilities provider's stock valued at $26,000 after buying an additional 239 shares during the period. Root Financial Partners LLC bought a new position in shares of Portland General Electric during the third quarter valued at about $27,000. Johnson Financial Group Inc. bought a new position in shares of Portland General Electric during the third quarter valued at about $27,000. Finally, Clearstead Advisors LLC increased its holdings in shares of Portland General Electric by 206.8% in the third quarter. Clearstead Advisors LLC now owns 856 shares of the utilities provider's stock worth $38,000 after buying an additional 577 shares during the period.

Portland General Electric Trading Down 4.1%

Shares of POR opened at $49.81 on Friday. Portland General Electric Company has a 1-year low of $39.54 and a 1-year high of $54.62. The company has a current ratio of 1.08, a quick ratio of 0.95 and a debt-to-equity ratio of 1.19. The firm's 50-day moving average price is $52.59 and its 200-day moving average price is $50.07. The firm has a market capitalization of $5.76 billion, a price-to-earnings ratio of 17.98, a PEG ratio of 2.16 and a beta of 0.54.

Portland General Electric (NYSE:POR - Get Free Report) last released its quarterly earnings results on Friday, May 1st. The utilities provider reported $0.58 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.77 by ($0.19). Portland General Electric had a return on equity of 8.52% and a net margin of 8.56%.The company had revenue of $879.00 million during the quarter, compared to the consensus estimate of $953.24 million. During the same period in the previous year, the company earned $0.91 earnings per share. Portland General Electric's quarterly revenue was down 5.3% on a year-over-year basis. Portland General Electric has set its FY 2026 guidance at 3.330-3.530 EPS. Sell-side analysts anticipate that Portland General Electric Company will post 3.42 EPS for the current year.

Portland General Electric Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Thursday, June 25th will be paid a $0.5513 dividend. This represents a $2.21 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date is Thursday, June 25th. This is a boost from Portland General Electric's previous quarterly dividend of $0.53. Portland General Electric's dividend payout ratio (DPR) is 75.81%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on POR shares. BMO Capital Markets reissued a "market perform" rating and issued a $55.00 target price on shares of Portland General Electric in a research note on Thursday, February 19th. JPMorgan Chase & Co. lifted their price target on Portland General Electric from $51.00 to $54.00 and gave the stock a "neutral" rating in a research note on Monday, April 20th. BTIG Research reiterated a "buy" rating and issued a $58.00 price objective on shares of Portland General Electric in a research report on Friday, January 30th. UBS Group raised their target price on shares of Portland General Electric from $53.00 to $55.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. Finally, Wells Fargo & Company set a $51.00 target price on shares of Portland General Electric in a research note on Tuesday, April 21st. One investment analyst has rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Portland General Electric presently has an average rating of "Hold" and a consensus target price of $51.00.

Insider Activity at Portland General Electric

In related news, EVP Benjamin Felton sold 4,969 shares of Portland General Electric stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $53.56, for a total transaction of $266,139.64. Following the sale, the executive vice president directly owned 41,081 shares in the company, valued at $2,200,298.36. The trade was a 10.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.52% of the stock is currently owned by insiders.

Portland General Electric Profile

Portland General Electric NYSE: POR is an investor-owned electric utility headquartered in Tigard, Oregon, with roots tracing back to the late 19th century. The company generates, transmits and distributes electricity to residential, commercial and industrial customers across a broad territory in Oregon, primarily encompassing the Portland metropolitan area and surrounding regions.

As one of Oregon's largest electric utilities, Portland General Electric operates a diverse portfolio of generation assets, including hydroelectric facilities, natural gas–fired plants and renewable energy sources.

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