TLN
Talen Energy Corporation Common StockTLN
TLN
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 7,323 funds
0
Analysts bullish %
of 6 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
117% more first-time investments, than exits
New positions opened: 115 | 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] → 374 (+58) [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 (-$45M) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$314
16%
downside
Avg. target
$354
5%
downside
High target
$431
15%
upside
6 analyst ratings
6 positive
100%
0 neutral
0%
0 negative
0%
UBS William Appicelli | 15%upside $431 | Buy Maintained | 25 Jul 2025 |
Barclays Nicholas Campanella | 5%downside $353 | Overweight Maintained | 22 Jul 2025 |
Jefferies Paul Zimbardo | 2%upside $380 | Buy Maintained | 18 Jul 2025 |
Morgan Stanley David Arcaro | 12%downside $330 | Overweight Maintained | 18 Jul 2025 |
Oppenheimer Ian Zaffino | 16%downside $315 | Outperform Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 11 articles about TLN published over the past 30 days
Positive
Barrons
1 week ago
Talen Energy Stock, Constellation, and Vistra Are on the Rise. What's Lifting the Shares.
Power grid operator PJM Interconnection says the balance between supply and demand ‘remains tight.'
Neutral
GlobeNewsWire
1 week ago
Talen Energy Reports PJM Auction Results for the 2026/2027 Planning Year
HOUSTON, July 22, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, today reported its results from the PJM Base Residual Auction for the 2026/2027 planning year. Talen cleared a total of 6,702 megawatts at a clearing price of $329.17 per megawatt-day across the MAAC, PPL and PSEG Locational Deliverability Areas, equating to approximately $805 million in capacity revenues for the 2026/2027 planning year. The planning year runs from June 1, 2026, through May 31, 2027.
Positive
Seeking Alpha
1 week ago
Talen: The Race For Megawatts
Talen Energy Corporation's aggressive commercial strategy and recent acquisitions position it to benefit from rising US electricity demand. The Amazon PPA expansion and regulatory breakthroughs signal strong future growth potential, enhancing Talen's credibility and long-term valuation. The Moxie & Guernsey acquisition boosts capacity by 33% and adds 25% to 2026 cash earnings, though added debt may limit buybacks or dividends in the short term.
Positive
Seeking Alpha
1 week ago
Talen Energy: The Street Chases AI Chips, I'm Buying The Power Behind Them
Talen Energy is transforming from a traditional utility into a critical AI infrastructure provider, with strong positioning in the PJM market and long-term Amazon contracts. Recent acquisitions of gas-fired plants and an expanded AWS deal drive significant cash flow growth, making Talen a unique, scalable energy partner for data centers. Despite risks around leverage, refinancing, and regulatory exposure, Talen's forward valuation is attractive, with FCF yield near 9% and substantial upside potential.
Positive
Invezz
1 week ago
Talen Energy surges 25% to ATH after strategic natural gas power plant acquisition
Talen Energy (NYSE: TLN) shares surged over 25% on Friday, reaching $330.99 in intraday trading and setting a new all-time high before paring slightly. The rally follows the company's announcement of a major acquisition involving two natural gas power plants, the Moxie Freedom Energy Center in Pennsylvania and the Guernsey Power Station in Ohio.
Positive
Investors Business Daily
1 week ago
Talen Energy Soars On $3.5 Billion Deal To 'Enhance' Data Center Load; S&P 500 Rivals Jump
S&P 500 stocks Constellation Energy and Vistra moved toward buy points as Talen Energy soared more than 20%.
Positive
Barrons
1 week ago
Talen Energy Stock Surges on Plant Purchases. It's Not Just a Nuclear Play.
Talen is acquiring two combined-cycle gas-fired plants for $3.5 billion.
Neutral
GlobeNewsWire
1 week ago
Talen Energy to Report Second Quarter 2025 Financial Results on August 7, 2025
HOUSTON, July 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation ("Talen") (NASDAQ: TLN) plans to release its second quarter 2025 financial results on Thursday, August 7, 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 8:00 a.m. EDT (7:00 a.m. CDT) on August 7, 2025.
Neutral
GlobeNewsWire
1 week ago
Talen Energy Expands and Enhances Portfolio with Best-in-Class CCGT Acquisitions in PJM
HOUSTON, July 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, announced it has signed definitive agreements to acquire Caithness Energy's Moxie Freedom Energy Center (“Moxie”) in Pennsylvania and Caithness Energy and BlackRock's Guernsey Power Station (“Guernsey”) in Ohio, both combined-cycle gas-fired plants located within the PJM power market.
Positive
Seeking Alpha
2 weeks ago
Talen Energy Corporation: A Structurally Improved Business That Enjoys A Strong Secular Tailwind
I rate TLN a buy, driven by its prime positioning to benefit from surging data center power demand and the transformational AWS contract. The AWS power purchase agreement de-risks TLN's business, provides long-term cash flow visibility, and accelerates free cash flow growth potential. TLN's business model now deserves a premium valuation, with stable, contracted margins and multi-decade earnings visibility compared to peers.
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