OGE Energy Corporation $OGE Shares Bought by Vanguard Group Inc.

Key Points

• Vanguard increased its stake in OGE by 1.4% in Q4 to 21,500,675 shares, representing about 10.67% ownership valued at $918.1 million.
• OGE reported Q1 EPS of $0.24 (in line) with revenue beating expectations and reiterated FY2026 guidance of 2.38–2.48 EPS; the street’s consensus rating is "Hold" with an average target of $49.38, though some analysts are more bullish (targets up to $52).
• OGE pays a quarterly dividend of $0.425 (annualized $1.70, ~3.5% yield) and secured a landmark contract to power three new Google data centers in Oklahoma, supporting long‑term demand and rate‑base growth.

Vanguard Group Inc. lifted its stake in shares of OGE Energy Corporation (NYSE:OGE - Free Report) by 1.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 21,500,675 shares of the utilities provider's stock after purchasing an additional 304,080 shares during the quarter. Vanguard Group Inc. owned about 10.67% of OGE Energy worth $918,079,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. AE Wealth Management LLC increased its stake in shares of OGE Energy by 4.7% in the third quarter. AE Wealth Management LLC now owns 356,485 shares of the utilities provider's stock valued at $16,495,000 after purchasing an additional 16,058 shares during the period. ProShare Advisors LLC increased its stake in shares of OGE Energy by 6.1% in the third quarter. ProShare Advisors LLC now owns 779,470 shares of the utilities provider's stock valued at $36,066,000 after purchasing an additional 44,503 shares during the period. Ashton Thomas Private Wealth LLC increased its stake in shares of OGE Energy by 302.8% in the third quarter. Ashton Thomas Private Wealth LLC now owns 58,392 shares of the utilities provider's stock valued at $2,702,000 after purchasing an additional 43,895 shares during the period. Reaves W H & Co. Inc. increased its stake in shares of OGE Energy by 7.5% in the third quarter. Reaves W H & Co. Inc. now owns 1,335,747 shares of the utilities provider's stock valued at $61,805,000 after purchasing an additional 93,462 shares during the period. Finally, Fisher Asset Management LLC acquired a new stake in shares of OGE Energy in the third quarter valued at approximately $1,701,000. 71.84% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Barclays raised their price objective on shares of OGE Energy from $49.00 to $51.00 and gave the company an "overweight" rating in a research note on Monday, April 20th. BMO Capital Markets assumed coverage on shares of OGE Energy in a research note on Tuesday, January 13th. They set a "market perform" rating and a $45.00 price objective on the stock. Wall Street Zen upgraded shares of OGE Energy from a "sell" rating to a "hold" rating in a research note on Saturday. JPMorgan Chase & Co. assumed coverage on shares of OGE Energy in a research note on Friday, March 20th. They set an "overweight" rating and a $52.00 price objective on the stock. Finally, Mizuho set a $49.00 price objective on shares of OGE Energy in a research note on Thursday, February 19th. Four research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, OGE Energy currently has a consensus rating of "Hold" and an average target price of $49.38.

Insider Buying and Selling

In other OGE Energy news, Director Lyle G. Ganske bought 10,420 shares of OGE Energy stock in a transaction that occurred on Monday, February 23rd. The stock was purchased at an average cost of $47.99 per share, for a total transaction of $500,055.80. Following the completion of the acquisition, the director owned 10,420 shares of the company's stock, valued at approximately $500,055.80. This represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Sarah R. Stafford sold 6,130 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $47.77, for a total transaction of $292,830.10. Following the sale, the chief accounting officer owned 28,559 shares of the company's stock, valued at $1,364,263.43. The trade was a 17.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.57% of the company's stock.

OGE Energy Price Performance

NYSE OGE opened at $48.26 on Friday. OGE Energy Corporation has a 12 month low of $41.69 and a 12 month high of $50.13. The company has a debt-to-equity ratio of 1.09, a current ratio of 0.66 and a quick ratio of 0.49. The firm has a market capitalization of $9.96 billion, a PE ratio of 21.54, a P/E/G ratio of 3.57 and a beta of 0.55. The company's 50 day simple moving average is $48.05 and its 200 day simple moving average is $45.56.

OGE Energy (NYSE:OGE - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The utilities provider reported $0.24 EPS for the quarter, meeting analysts' consensus estimates of $0.24. The business had revenue of $752.60 million for the quarter, compared to analyst estimates of $616.02 million. OGE Energy had a net margin of 14.03% and a return on equity of 9.47%. The business's revenue for the quarter was up .7% on a year-over-year basis. During the same quarter last year, the business earned $0.31 earnings per share. OGE Energy has set its FY 2026 guidance at 2.38-2.48 EPS. As a group, equities research analysts forecast that OGE Energy Corporation will post 2.42 EPS for the current fiscal year.

OGE Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Monday, April 6th were issued a dividend of $0.425 per share. This represents a $1.70 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date was Monday, April 6th. OGE Energy's dividend payout ratio (DPR) is presently 75.89%.

OGE Energy News Roundup

Here are the key news stories impacting OGE Energy this week:

• Positive Sentiment: Landmark customer win — OG&E (OGE’s operating unit) signed contracts to power three new Google data centers in Oklahoma, which should add long‑term demand, revenue visibility and support future rate base growth. The company said the agreements include customer protections that help manage local rate impact. OG&E Announces Landmark Contract with Google
• Positive Sentiment: Earnings clarity — OGE reported Q1 results and reiterated its 2026 EPS outlook (roughly $2.43), with revenue above expectations, which reduces near‑term earnings uncertainty and supports management’s guidance. OGE reaffirms 2026 EPS guidance
• Neutral Sentiment: Long‑term growth plan — OGE is pushing a multiyear capital program (~$7.29B) to expand infrastructure and support renewables and customer growth; this underpins future rate base and earnings but requires substantial execution. OGE's growth and investment plan
• Neutral Sentiment: Analyst view — Wells Fargo nudged its price target slightly higher but kept an "equal weight" rating, signaling limited near‑term upside per that shop. Wells Fargo price target note
• Neutral Sentiment: Peer comparison — Analyst pieces comparing OGE to PG&E (PCG) frame OGE as a steadier regulated growth story; useful for value investors weighing relative risk and valuation but not an immediate catalyst. PCG vs. OGE comparison
• Negative Sentiment: Execution & cost risk — Analysts and company commentary flag supply‑chain constraints and rising project costs that could delay capital projects or raise near‑term spending, pressuring margins and the timing of rate recovery. This is the main offset to the positive commercial news. Supply-chain and cost concerns

OGE Energy Company Profile

OGE Energy Corp. NYSE: OGE is an energy and infrastructure holding company headquartered in Oklahoma City, Oklahoma. Through its principal subsidiary, Oklahoma Gas & Electric Company, the company provides regulated electric service to residential, commercial and industrial customers across Oklahoma and western Arkansas. Its diversified generation mix includes coal, natural gas and wind-powered facilities, complemented by ongoing investments in grid modernization and smart technology to enhance reliability and customer satisfaction.

In addition to its core electric utility operations, OGE Energy Corp.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.