FirstEnergy (FE) reported second-quarter 2026 GAAP earnings of $288 million, or $0.50 per basic and diluted share, on revenue of $3.7 billion. That compared with GAAP earnings of $268 million, or $0.46 per basic and diluted share, on revenue of $3.4 billion in the second quarter of 2025.
The company reaffirmed its 2026 Core Earnings guidance range of $2.62 to $2.82 per share and said it remains on track with its long-term growth strategy through 2030.
- Second-quarter Core Earnings were $0.50 per share, compared with $0.52 per share a year earlier.
- First-half 2026 GAAP earnings were $693 million, or $1.20 per basic and diluted share, on revenue of $7.9 billion.
- FirstEnergy deployed $2.9 billion in capital investments through the first half of 2026.
- The company reaffirmed its five-year, $36 billion Energize365 capital investment program.
- Contracted and pipeline data center demand increased 30% since the first quarter, with contracted demand at 6.4 GW.
$FE Insider Trading Activity
$FE insiders have traded $FE stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $FE stock by insiders over the last 6 months:
- JON TAYLOR K. (SVP, CFO and Strategy) sold 26,800 shares for an estimated $1,365,272
- JAMES F ONEIL sold 7,945 shares for an estimated $402,040
- JASON LISOWSKI (VP, Controller & CAO) has made 0 purchases and 2 sales selling 4,372 shares for an estimated $222,308.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FE Hedge Fund Activity
We have seen 448 institutional investors add shares of $FE stock to their portfolio, and 305 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 2,274,694 shares (+63.0%) to their portfolio in Q1 2026, for an estimated $114,712,818
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,942,845 shares (-98.4%) from their portfolio in Q1 2026, for an estimated $97,977,673
- ELECTRON CAPITAL PARTNERS, LLC added 1,519,737 shares (+103.2%) to their portfolio in Q1 2026, for an estimated $76,640,336
- FRANKLIN RESOURCES INC added 1,355,561 shares (+38.8%) to their portfolio in Q1 2026, for an estimated $68,360,941
- PRUDENTIAL FINANCIAL INC removed 1,298,727 shares (-76.7%) from their portfolio in Q1 2026, for an estimated $65,494,802
- EURIZON CAPITAL SGR S.P.A. removed 1,269,592 shares (-46.2%) from their portfolio in Q1 2026, for an estimated $64,025,524
- MARSHALL WACE, LLP removed 1,255,171 shares (-96.4%) from their portfolio in Q1 2026, for an estimated $63,298,273
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FE Congressional Stock Trading
Members of Congress have traded $FE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FE stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
