Vanguard Group Inc. Has $3.05 Billion Stock Holdings in FirstEnergy Corporation $FE

Vanguard Group Inc. lifted its position in FirstEnergy Corporation (NYSE:FE) by 1.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 68,109,341 shares of the utilities provider’s stock after purchasing an additional 761,157 shares during the period. Vanguard Group Inc. owned approximately 0.12% of FirstEnergy worth $3,049,255,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of FE. Brighton Jones LLC acquired a new stake in shares of FirstEnergy in the 4th quarter valued at approximately $256,000. Integrated Wealth Concepts LLC acquired a new stake in shares of FirstEnergy in the 1st quarter valued at approximately $289,000. Empowered Funds LLC raised its position in shares of FirstEnergy by 7.0% in the 1st quarter. Empowered Funds LLC now owns 11,213 shares of the utilities provider’s stock valued at $453,000 after acquiring an additional 732 shares during the period. Woodline Partners LP raised its position in shares of FirstEnergy by 40.7% in the 1st quarter. Woodline Partners LP now owns 43,334 shares of the utilities provider’s stock valued at $1,752,000 after acquiring an additional 12,531 shares during the period. Finally, Focus Partners Wealth raised its position in shares of FirstEnergy by 6.8% in the 1st quarter. Focus Partners Wealth now owns 21,178 shares of the utilities provider’s stock valued at $856,000 after acquiring an additional 1,340 shares during the period. 89.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

FE has been the subject of a number of research reports. Mizuho set a $51.00 target price on FirstEnergy in a research note on Thursday, February 19th. TD Cowen initiated coverage on FirstEnergy in a research note on Thursday, April 16th. They set a “hold” rating and a $56.00 target price for the company. Scotiabank reissued an “outperform” rating on shares of FirstEnergy in a research note on Thursday, February 19th. New Street Research set a $52.00 target price on FirstEnergy in a research note on Tuesday, April 21st. Finally, JPMorgan Chase & Co. increased their target price on FirstEnergy from $50.00 to $55.00 and gave the stock a “neutral” rating in a research note on Thursday, March 12th. Seven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $51.92.

Insider Transactions at FirstEnergy

In other news, CFO Jon Taylor K. sold 26,800 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $50.94, for a total transaction of $1,365,192.00. Following the completion of the transaction, the chief financial officer directly owned 119,552 shares of the company’s stock, valued at $6,089,978.88. This trade represents a 18.31% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Jason Lisowski sold 3,000 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $50.84, for a total transaction of $152,520.00. Following the transaction, the chief accounting officer directly owned 7,176 shares of the company’s stock, valued at $364,827.84. This represents a 29.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 39,118 shares of company stock valued at $1,989,532 in the last ninety days. 0.14% of the stock is currently owned by corporate insiders.

FirstEnergy News Summary

Here are the key news stories impacting FirstEnergy this week:

• Positive Sentiment: Q1 results: FirstEnergy reported core EPS of $0.72 (GAAP $0.70) and revenue of ~$4.0–4.2B, with revenue up ~11.6% year?over?year — results that met/beat expectations and signal underlying demand strength. FirstEnergy Q1 Press Release
• Positive Sentiment: Data?center load and higher rates boosted profit: Reuters reports Q1 profit rose ~12.5%, citing higher electricity rates and increased demand from data centers — a structural demand driver that can support future revenue and margin stability. Reuters: Profit Rises on Rates, Data?Center Demand
• Positive Sentiment: Management reaffirmed FY?2026 guidance and an aggressive capital plan: the company reiterated core EPS guidance of $2.62–$2.82 and a multi?year capital investment program (~$6B in 2026; $36B for 2026–2030), signaling confidence in growth and regulated investment opportunities. PR Newswire: Q1 Results & Reaffirms Guidance
• Neutral Sentiment: Guidance context: the FY?2026 EPS range (2.62–2.82) roughly brackets the street consensus (~2.73). That means limited surprise to upside from guidance alone — supportive but not a clear beat. Guidance in Q1 Press Release
• Neutral Sentiment: Earnings met consensus: several outlets note EPS of $0.72 matched estimates — a reassuring result but not an upside surprise. Zacks: Q1 Earnings Meet Estimates
• Neutral Sentiment: Minor ESG/community item: FirstEnergy Pennsylvania held an Arbor Day/tree giveaway event — positive for community relations but immaterial for near?term stock movement. PR Newswire: Tree Giveaway

FirstEnergy Price Performance

NYSE FE opened at $49.60 on Wednesday. The business has a 50 day simple moving average of $50.37 and a 200 day simple moving average of $47.68. FirstEnergy Corporation has a 52-week low of $39.28 and a 52-week high of $52.34. The company has a debt-to-equity ratio of 1.83, a quick ratio of 0.46 and a current ratio of 0.57. The stock has a market cap of $28.69 billion, a price-to-earnings ratio of 28.18, a PEG ratio of 2.37 and a beta of 0.60.

FirstEnergy (NYSE:FE) last posted its earnings results on Tuesday, April 28th. The utilities provider reported $0.72 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.72. The business had revenue of $4.01 billion during the quarter, compared to analysts’ expectations of $3.95 billion. FirstEnergy had a return on equity of 10.50% and a net margin of 6.76%.FirstEnergy’s revenue for the quarter was up 11.6% compared to the same quarter last year. During the same period in the prior year, the business earned $0.67 EPS. FirstEnergy has set its FY 2026 guidance at 2.620-2.820 EPS. Analysts anticipate that FirstEnergy Corporation will post 2.73 earnings per share for the current fiscal year.

FirstEnergy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Thursday, May 7th will be paid a dividend of $0.465 per share. The ex-dividend date of this dividend is Thursday, May 7th. This represents a $1.86 annualized dividend and a dividend yield of 3.8%. This is an increase from FirstEnergy’s previous quarterly dividend of $0.45. FirstEnergy’s dividend payout ratio (DPR) is 101.14%.

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.