TLN
Talen Energy Corporation Common Stock
About: Talen Energy Corp is an independent power producer and energy infrastructure company. The company owns and operates approximately 10.7 gigawatts of power infrastructure in the United States. The group produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, including PJM and WECC, with its generation fleet located in the Mid-Atlantic and Montana.
Employees: 1,894
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
180% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 46
153% more call options, than puts
Call options by funds: $606M | Put options by funds: $239M
36% more funds holding
Funds holding: 232 [Q3] → 315 (+83) [Q4]
3% less capital invested
Capital invested by funds: $9.32B [Q3] → $9.08B (-$242M) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 83
1.36% less ownership
Funds ownership: 99.38% [Q3] → 98.02% (-1.36%) [Q4]
10% less funds holding in top 10
Funds holding in top 10: 39 [Q3] → 35 (-4) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$243
13%
upside
Avg. target
$260
21%
upside
High target
$282
31%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
UBS William Appicelli 75% 1-year accuracy 9 / 12 met price target | 20%upside $259 | Buy Maintained | 11 Apr 2025 |
JP Morgan Jeremy Tonet 63% 1-year accuracy 25 / 40 met price target | 23%upside $265 | Overweight Maintained | 28 Mar 2025 |
Morgan Stanley David Arcaro 48% 1-year accuracy 22 / 46 met price target | 13%upside $243 | Overweight Initiated | 12 Mar 2025 |
Barclays Nicholas Campanella 58% 1-year accuracy 46 / 80 met price target | 31%upside $282 | Overweight Maintained | 4 Mar 2025 |
B of A Securities Ross Fowler 54% 1-year accuracy 13 / 24 met price target | 18%upside $253 | Buy Initiated | 3 Feb 2025 |
Financial journalist opinion
Based on 4 articles about TLN published over the past 30 days
Positive
Seeking Alpha
5 days ago
Talen Energy Benefits From Growing Power Demand
Talen Energy, valued at nearly $10 billion, is aggressively growing peak power demand and boasts a strong dispatchable fleet, driving impressive FCF and shareholder returns. The company reported nearly $1 billion in FY GAAP net income and executed $1 billion in share repurchases, buying back 22% of its shares. Talen Energy's dynamic hedging program and robust growth in FCF and EBITDA position it well for future profitability, despite potential regulatory hurdles with AWS.
Positive
Zacks Investment Research
1 week ago
EE vs. TLN: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Excelerate Energy (EE) or Talen Energy Corporation (TLN). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
GlobeNewsWire
1 week ago
Talen Energy to Report First Quarter 2025 Financial Results on May 8, 2025
HOUSTON, April 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen”) (NASDAQ: TLN) plans to release its first quarter 2025 financial results on Thursday, May 8, 2025, before market open. President and Chief Executive Officer Mac McFarland and Chief Financial Officer Terry Nutt will discuss the financial and operating results during an earnings call at 9:00 a.m. EDT (8:00 a.m. CDT) on May 8, 2025.
Positive
CNBC Television
2 weeks ago
Here are the stocks set to benefit from Trump's probe of critical mineral imports
CNBC's Pippa Stevens reports on U.S. imports of critical minerals.
Neutral
Benzinga
1 month ago
JP Morgan's Stock Picks In The Power Sector Amid Regulatory Uncertainty
J.P. Morgan analyst Jeremy Tonet remains constructive on the power sector, viewing it as “washed out” despite current bearish sentiment.
Positive
Zacks Investment Research
1 month ago
KGEI or TLN: Which Is the Better Value Stock Right Now?
Investors interested in Alternative Energy - Other stocks are likely familiar with Kolibri Global Energy Inc. (KGEI) and Talen Energy Corporation (TLN). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
1 month ago
Talen Energy: Exaggerated Fears Provides Upside
Talen's aggressive commercial strategy and hedging position it to benefit from rising energy prices, with significant exposure to the PJM grid (largest in the US). Amazon's co-location deal boosts EBITDA, especially in 2026, and regulatory issues are expected to be resolved by 2028. Consensus estimates project cash earnings to grow over 30% on average through 2027.
Positive
Investors Business Daily
1 month ago
Nuclear Energy Stock Talen Soars Amid Bullish Initiation
Morgan Stanley initiated Talen Energy with overweight rating and lofty target. Nuclear energy stocks rallied broadly amid megacap pledge.
Positive
Zacks Investment Research
2 months ago
Talen Energy Gains 170% in a Year: Should You Buy the Stock Now?
Investors interested in TLN stock can consider adding it to their portfolio now, considering its impressive ROE.
Neutral
Seeking Alpha
2 months ago
Talen Energy Corporation (TLN) Q4 2024 Earnings Call Transcript
Talen Energy Corporation (NASDAQ:TLN ) Q4 2024 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Ellen Liu - Senior Director, IR Mac McFarland - CEO Terry Nutt - CFO Cole Muller - EVP, Strategic Ventures John Wander - General Counsel Conference Call Participants Michael Sullivan - Wolfe Research Shar Pourreza - Guggenheim Partners Jeremy Tonet - JPMorgan Angie Storozynski - Seaport Durgesh Chopra - Evercore Brinny Singh - Bank of America Craig Shere - Tuohy Brothers Investment Research Operator Good day, and thank you for standing by. Welcome to the Talen Energy Corporation Full Year 2024 Earnings Call.
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