PEG's regulated asset base expanded roughly 15% from $52.4B to $60.3B between Q2 2024 and Q3 2026, while equity grew only about 10%, suggesting growth is increasingly funded by liabilities.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has been volatile between $2.4B and $3.8B while operating margin fell from 29.1% in Q2 2025 to 20.6% in Q3 2026, suggesting earnings are sensitive to rate case timing and non-recurring items.
PEG reported strong quarterly revenue that exceeded analyst expectations. Year-over-year results have shown significant increases driven by growth in its utility segment and power & other divisions.
The company has seen a notable expansion in its backlog of large load inquiries, indicating strong demand for its energy services.
PEG benefits from predictable regulated returns and a pipeline of utility infrastructure projects. Upgrades to transmission and distribution networks are improving efficiency, and investments in clean energy initiatives support long-term earnings stability.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $1.15-3.4% vs $1.19 | $3.0B-5.3% vs $3.2B |
Q3 2026 Aug 4, 2026 | $0.86+8.3% vs $0.79 | $2.6B-4.0% vs $2.7B |
Q2 2026 May 5, 2026 | $1.55+7.6% vs $1.44 | $3.8B+14.7% vs $3.4B |
Q1 2026 Feb 26, 2026 | $0.72+1.3% vs $0.71 | $2.9B+8.7% vs $2.7B |
I'm reiterating Sandisk Corporation with a Strong Buy rating and a revised price target of $3,356. Sandisk is still deeply discounted at a FWD non-GAAP PEG of 0.12x despite strong Q1 2027 results. I'm estimating a forward diluted EPS of $143, which is lower than the consensus EPS estimate of $287 in 2028.
Public Service Enterprise Group (NYSE: PEG) reported third-quarter 2026 net income of $0.76 per share and non-GAAP operating earnings of $1.15 per share, compared with $1.24 per share and $1.13 per share, respectively, in the prior-year quarter. For the first nine months of 2026, the company recorded net income of $2.91 per share and non-GAAP operating
Management reaffirmed 2026 non-GAAP earnings guidance of $4.28 to $4.40 per share. The five-year regulated capital investment plan totals $22.5 billion to $25.5 billion.
Although the revenue and EPS for PSEG (PEG) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Benchmark PEG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Public Service Enterprise Group Incorporated (PEG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $72.61 | $36.18B | 20.52 | 18.25% | 14.31% | 10.24% | 3.46% | |
| $118.56 | $43.69B | 19.20 | 10.89% | 12.7% | 9.02% | 2.74% | |
| $59.37 | $22.85B | 6.25 | 9.76% | 19.81% | 19.17% | 5.57% | |
| $35.80 | $26.94B | 20.56 | 6.85% | 13.62% | 8.74% | 2.98% | |
| $46.43 | $26.87B | 22.40 | 12.01% | 7.4% | 8.44% | 3.79% | |
| $69.84 | $26.27B | 18.47 | 13.83% | 10.38% | 7.9% | 4.22% |
Public Service Enterprise Group Incorporated (PEG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Public Service Enterprise Group Incorporated (PEG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Aug 4, 2026·SEC
Jul 1, 2026·SEC
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Public Service Enterprise Group Incorporated (PEG) stock FAQ — growth, dividends, profitability & financials explained
Public Service Enterprise Group Incorporated (PEG) reported $12.34B in revenue over the trailing twelve months. Revenue was $12.17B in fiscal year 2025. That is 101% more than the $6.04B of fiscal year 1996.
Public Service Enterprise Group Incorporated (PEG) grew revenue by 5.3% over the trailing twelve months, compared with the twelve months before.
Yes. Public Service Enterprise Group Incorporated (PEG) earned $1.77B in net income over the trailing twelve months (a 14.3% net margin).
Yes. Public Service Enterprise Group Incorporated (PEG) pays a dividend that yields 3.46% at the current price, a moderate yield.
Public Service Enterprise Group Incorporated (PEG) had a return on equity (ROE) of 10.2% over the trailing twelve months. That is in line with the market's typical 10-15%.
Public Service Enterprise Group Incorporated (PEG) generated $1.29B in free cash flow over the trailing twelve months.
Public Service Enterprise Group Incorporated (PEG) has a dividend payout ratio of 60%. This suggests the dividend is well-covered and sustainable.
