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 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
263% more call options, than puts
Call options by funds: $733M | Put options by funds: $202M
115% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 53
46% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 93
18% more funds holding
Funds holding: 316 [Q4 2024] → 373 (+57) [Q1 2025]
3% more funds holding in top 10
Funds holding in top 10: 35 [Q4 2024] → 36 (+1) [Q1 2025]
0.38% more ownership
Funds ownership: 98.02% [Q4 2024] → 98.4% (+0.38%) [Q1 2025]
0% less capital invested
Capital invested by funds: $9.08B [Q4 2024] → $9.03B (-$45.4M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$259
7%
downside
Avg. target
$279
1%
upside
High target
$314
13%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Raymond James | 13%upside $314 | Outperform Initiated | 13 Jun 2025 |
UBS William Appicelli | 7%downside $259 | Buy Maintained | 11 Apr 2025 |
JP Morgan Jeremy Tonet | 4%downside $265 | Overweight Maintained | 28 Mar 2025 |
Financial journalist opinion
Based on 6 articles about TLN published over the past 30 days
Positive
Seeking Alpha
2 days ago
Talen: Up Almost 400%, What's Built Into Today's Stock Price?
Talen's stock price is almost 5x higher than when it came out of bankruptcy in June 2023. The company benefits from significant tailwinds, but the big jump in the stock makes one question if it has gone up too fast. Detailed modeling of the company supports the strong FCF outlook.
Positive
Barrons
4 days ago
Talen Energy Stock Rises as Nuclear Partnership With Amazon Is Expanded
Shares of clean-energy peers Constellation Energy and Vistra are also on the rise.
Positive
Reuters
4 days ago
Talen Energy and Amazon sign nuclear power deal to fuel data centers
U.S. utility Talen Energy announced on Wednesday an expanded nuclear energy partnership with Amazon.com to supply up to 1,920 megawatts of electricity from its Susquehanna plant in Pennsylvania to Amazon Web Services (AWS) data centers.
Neutral
GlobeNewsWire
4 days ago
Talen Energy Expands Nuclear Energy Relationship with Amazon
Talen enters power purchase agreement for 1,920 megawatts of carbon-free electricity at full quantity to support Amazon operations, and explore SMR technology Talen enters power purchase agreement for 1,920 megawatts of carbon-free electricity at full quantity to support Amazon operations, and explore SMR technology
Positive
Schwab Network
4 days ago
Nigam Arora's Big Picture on Nuclear Power and Opening A.I. Opportunities
There's a reiteration of interest in nuclear stocks thanks to A.I. stocks rallying back off April lows.
Positive
Schwab Network
5 days ago
The Big 3: AVGO, COIN, TLN
While markets have made an astounding comeback from April's lows, Jessica Inskip warns of dangers a "euphoric" state has on outlook. As Wall Street pushes stocks higher, Jessica labels Talen Energy (TLN) as an interesting energy play, Broadcom's (AVGO) dip buying opportunity, and Coinbase's (COIN) volatile opportunity on crypto momentum.
Neutral
Seeking Alpha
1 month ago
7 Closed-End Fund Buys (And 4 Sells) In The Month Of April 2025
April's market volatility, driven by tariffs and led by tech sector declines, created opportunities to deploy cash. However, it was an opportunity to reposition my portfolio as well, with 2 swap trades to de-risk my portfolio. There were 2 corporate actions in the last month that also saw two more positions removed from my CEF portfolio, but overall, I was a net buyer for the month.
Positive
Market Watch
1 month ago
First Solar and other solar stocks are climbing. A House proposal has hit the ‘more bullish end of investor expectations.
A new proposal in Congress was helping spark gains for solar stocks on Tuesday, but the plan from the House Ways and Means Committee was viewed as negative for the nuclear-power industry and makers of electric vehicles.
Negative
Seeking Alpha
1 month ago
Talen Energy: Disappointing Q1 Earnings, But Strong Demand Keeps This Stock A Hold
Talen Energy has surged 5x since its IPO in June 2023, driven by strong demand for energy and strategic partnerships. Q1 2025 earnings were disappointing with a net income loss of $135 million and missed EPS expectations, but guidance remains optimistic. Despite higher energy expenses, TLN's robust position in fossil fuels and nuclear energy aligns well with rising energy demand and future growth prospects.
Neutral
Seeking Alpha
1 month ago
Talen Energy Corporation (TLN) Q1 2025 Earnings Call Transcript
Talen Energy Corporation (NASDAQ:TLN ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Sergio Castro - Vice President and Treasurer Mac McFarland - Chief Executive Officer Terry Nutt - Chief Financial Officer Chris Morice - Chief Commercial Officer Cole Muller - Executive Vice President, Strategic Ventures John Wander - General Counsel Conference Call Participants David Arcaro - Morgan Stanley Angie Storozynski - Seaport Michael Sullivan - Wolfe Jeremy Tonet - JPMorgan Julien Dumoulin-Smith - Jefferies Ross Fowler - Bank of America Craig Shere - Tuohy Brothers Durgesh Chopra - Evercore Operator Ladies and gentlemen, thank you for standing by. And welcome to Talen Energy First Quarter 2025 Earnings Call.
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