Diversified Management Inc. Takes Position in WEC Energy Group, Inc. $WEC

Key Points

• Diversified Management Inc. established a new Q4 position in WEC Energy by acquiring 25,492 shares worth about $2.69 million, and other institutions also added to positions—institutional investors now own roughly 77.20% of the stock.
• Company insiders have sold 42,354 shares valued at about $4.86 million in the past three months, leaving insiders with just 0.46% ownership.
• WEC beat Q4 EPS estimates ($1.42 vs. $1.39) and reported $2.54B revenue (down 8.8% y/y), issued FY2026 guidance of 5.510–5.610 EPS (consensus ~5.23), and carries a MarketBeat consensus rating of "Moderate Buy" with a $120.73 price target.

Diversified Management Inc. acquired a new position in shares of WEC Energy Group, Inc. (NYSE:WEC - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 25,492 shares of the utilities provider's stock, valued at approximately $2,688,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. KBC Group NV raised its position in shares of WEC Energy Group by 5.3% in the 4th quarter. KBC Group NV now owns 34,719 shares of the utilities provider's stock valued at $3,661,000 after buying an additional 1,736 shares in the last quarter. BLB&B Advisors LLC acquired a new stake in shares of WEC Energy Group in the fourth quarter valued at about $6,096,000. Annex Advisory Services LLC raised its holdings in WEC Energy Group by 7.2% during the 4th quarter. Annex Advisory Services LLC now owns 114,136 shares of the utilities provider's stock worth $12,037,000 after purchasing an additional 7,638 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in WEC Energy Group by 25.3% during the 4th quarter. Farther Finance Advisors LLC now owns 13,557 shares of the utilities provider's stock worth $1,430,000 after purchasing an additional 2,741 shares during the last quarter. Finally, Bingham Private Wealth LLC bought a new position in WEC Energy Group during the 4th quarter worth approximately $313,000. Institutional investors and hedge funds own 77.20% of the company's stock.

Insider Transactions at WEC Energy Group

In related news, VP Mary Beth Straka sold 2,815 shares of the company's stock in a transaction on Friday, February 13th. The stock was sold at an average price of $115.50, for a total value of $325,132.50. Following the sale, the vice president directly owned 4,707 shares of the company's stock, valued at $543,658.50. This represents a 37.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Ulice Payne, Jr. sold 1,450 shares of the company's stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $114.60, for a total value of $166,170.00. Following the completion of the sale, the director directly owned 20,541 shares in the company, valued at approximately $2,353,998.60. The trade was a 6.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 42,354 shares of company stock valued at $4,855,505 in the last three months. Company insiders own 0.46% of the company's stock.

WEC Energy Group Trading Down 1.4%

WEC stock opened at $114.87 on Thursday. The company has a market capitalization of $37.41 billion, a PE ratio of 23.78, a price-to-earnings-growth ratio of 2.80 and a beta of 0.53. WEC Energy Group, Inc. has a one year low of $100.61 and a one year high of $119.62. The company's 50 day moving average price is $115.28 and its two-hundred day moving average price is $111.90. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.44 and a current ratio of 0.59.

WEC Energy Group (NYSE:WEC - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The utilities provider reported $1.42 earnings per share for the quarter, beating analysts' consensus estimates of $1.39 by $0.03. The firm had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.19 billion. WEC Energy Group had a return on equity of 12.40% and a net margin of 15.90%.The business's quarterly revenue was down 8.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.43 earnings per share. WEC Energy Group has set its FY 2026 guidance at 5.510-5.610 EPS. As a group, analysts predict that WEC Energy Group, Inc. will post 5.23 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. BMO Capital Markets reaffirmed a "market perform" rating and set a $121.00 price objective on shares of WEC Energy Group in a research report on Friday, February 6th. Mizuho raised their price objective on WEC Energy Group from $117.00 to $121.00 and gave the company an "outperform" rating in a research note on Friday, February 6th. Bank of America set a $116.00 price objective on WEC Energy Group in a research note on Wednesday, December 31st. Jefferies Financial Group decreased their target price on WEC Energy Group from $124.00 to $121.00 and set a "hold" rating for the company in a research report on Wednesday, January 28th. Finally, Royal Bank Of Canada reiterated a "sector perform" rating and set a $127.00 price target on shares of WEC Energy Group in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $120.73.

WEC Energy Group Company Profile

WEC Energy Group is a Milwaukee, Wisconsin–based regulated energy holding company whose primary businesses are the generation, transmission and distribution of electricity and the distribution of natural gas. The company operates through a set of utility subsidiaries that provide bundled energy service, customer billing and energy-related programs to residential, commercial and industrial customers. As a regulated utility group, WEC's operations focus on delivering reliable service while managing infrastructure investment and compliance with state and federal utility regulation.

Its utility subsidiaries include well-known regional operators such as We Energies and Wisconsin Public Service, along with Chicago-area natural gas utilities that were part of the Integrys Energy Group acquisition.

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