Portland General Electric Company (POR)

In the past six months, Portland General Electric Co. (POR) stock has seen some notable events. As of April 2, 2026, the share price was $53.67, representing a 25.69% increase from April 4, 2025. The stock price increased by 22.13% over the past six months. On February 17, 2026, PGE reported its Q4 2025 earnings, missing analysts' expectations, which led to a 3.22% drop in the stock price in pre-market trading. In February 2026, PGE also announced an agreement to acquire select Washington state utility operations and assets from PacifiCorp. On December 12, 2025, S&P Global Ratings affirmed PGE's 'BBB+' issuer credit rating with a stable outlook, though it revised the business risk profile from 'excellent' to 'strong' due to elevated wildfire risks and litigation uncertainty in Oregon. On October 31, 2025, PGE announced its Q3 2025 results, reporting GAAP earnings of $0.94 per diluted share and reaffirming its full-year 2025 adjusted earnings guidance.

Demand for Portland General Electric's products and services exhibits clear seasonality, largely influenced by weather patterns. Electricity demand typically peaks during hot summer days due to air conditioning needs, and in winter, demand peaks in the early morning and evening for heating. PGE implements 'Peak Time Events' during these periods of high demand to encourage customers to shift their energy use to reduce strain on the grid, improve reliability, and help control costs.

Portland General Electric Co. (PGE) is a publicly traded, vertically integrated electric utility company based in Portland, Oregon, operating within the Utilities sector. PGE generates, purchases, transmits, distributes, and sells electricity to various customers, utilizing a diverse power generation portfolio including hydropower, wind, solar, battery storage, and thermal facilities. As of 2025, 45% of PGE's electricity comes from non-carbon-emitting sources, with natural gas being the largest single source of generation. PGE is regulated by the Oregon Public Utility Commission (OPUC) and is committed to reducing emissions from its retail power supply by 80% by 2030 and 100% by 2040.

Portland General Electric's service territory is entirely within Oregon, covering approximately 4,000 square miles and serving 51 incorporated cities. It provides electricity to over 950,000 customers, encompassing about half of all Oregon residents and two-thirds of the state's business activity. Specifically, PGE distributes electricity to customers in parts of Multnomah, Clackamas, Marion, Yamhill, Washington, and Polk counties. While serving most of Portland west of the Willamette River, it shares the city's eastern portion with Pacific Power.

In the past year, Portland General Electric has maintained a strong brand reputation, particularly in its commitment to clean energy and customer service. PGE's Green Future Program ranked #1 nationwide for customer participation in a renewable energy program for the 16th consecutive year. The company was also recognized as the No. 1 utility in the 2024 Forrester U.S. Customer Experience Index. In March 2025, PGE reported that a record 45% of its energy in 2024 came from non-carbon-emitting resources. The PGE Foundation has also been active, launching a new fund in February 2026 to support climate-resilient communities in Oregon and awarding the inaugural Powering Impact Award in April 2026. The company has also been actively securing new clean energy and battery storage projects, with over 1,000 MW finalized in February 2026.

Portland General Electric Co. is primarily owned by institutional shareholders, who hold 95.65% of the stock, while individual insiders own 1.25% and retail investors hold 3.10%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, State Street Corp, Clearbridge Investments, LLC, Fuller & Thaler Asset Management, Inc., Aqr Capital Management Llc, Massachusetts Financial Services Co /ma/, Geode Capital Management, Llc, HITE Hedge Asset Management LLC, and Jpmorgan Chase & Co. BlackRock Inc. is the largest individual institutional shareholder, holding 13.95% of the company's shares.