D
DOMINION ENERGY, INCEvidence as of 2026-10-17The desk's Snapshot
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Overview · DOMINION ENERGY, INC
Dominion Energy, Inc. produces and distributes energy in the United States. It operates through four segments: Dominion Energy Virginia, Gas Distribution, Dominion Energy South Carolina, and Contracted Assets. The Dominion Energy Virginia segment generates, transmits, and distributes regulated electricity to approximately 2.7 million residential, commercial, industrial, and governmental customers in Virginia and Nort…
Management team
- Mr. Edward H. Baine · President of Utility Operations & Dominion Energy VirginiaFind on LinkedIn
- Mr. Carlos M. Brown · President of Dominion Energy Services, Executive VP, Chief Legal Officer & Corporate SecretaryFind on LinkedIn
- Ms. Diane G. Leopold · Executive VP, COO & President of Contracted EnergyFind on LinkedIn
- Mr. Steven D. Ridge · Executive VP & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
+0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is constructive (+0.4 of a possible +2; was +0.4 before debate) with high confidence. Reported Revenues rose to $ 5,019,000,000 in Q1 2026 (fiscal quarter ended 2026-04-24) from $ 4,093,000,000 in FY 2025 (fiscal quarter ended 2026-02-16), and operating income climbed to $ 1,392,000,000 in Q1 2026 versus $ 756,000,000 in the prior quarter, producing a computed operating margin of about 27.7% for Q1 2026 versus about 18.5% in FY 2025. Trailing metrics show FCF (TTM) of $ 1,142,000,000 and FCF per share of $ 1.2976, a price-to-FCF of 48.98, EV/EBITDA (TTM) of 14.59 with enterprise value $ 101,879,185,415, and a trailing P/E of 18.8 based on EPS (TTM) $ 3.38 and market cap $ 55,898,185,415.
Revenue and profitability across FY 2025 (fiscal quarter ended 2026-02-16 and component quarters) were volatile rather than steadily rising, with quarter-to-quarter swings in revenues and operating margin compression in the quarter ended 2025-12-31 followed by partial margin recovery in Q1 2026. Share counts rose materially, with common shares outstanding moving from about 852,790,571 in 2025-04-25 to 879,455,403 in 2026-04-24 and weighted-average diluted shares at 880,100,000 in Q1 2026, and cash balances showed quarter-to-quarter fluctuation from a $ 932,000,000 peak at 2025-09-30 to $ 250,000,000 at 2025-12-31.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Reported Revenues were $5,019,000,000 for fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo), up from $4,093,000,000 in the period ended 2025-12-31 (FY 2025, 2025-10-01 to 2025-12-31, 3mo).
XBRL companyfacts · 0001193125-26-200275Sequentially across FY 2025 the company reported Revenues of $4,076,000,000 (FY 2025 2025-01-01 to 2025-03-31, 3mo), $3,810,000,000 (FY 2025 2025-04-01 to 2025-06-30, 3mo), $4,527,000,000 (FY 2025 2025-07-01 to 2025-09-30, 3mo) and $4,093,000,000 (FY 2025 2025-10-01 to 2025-12-31, 3mo), showing quarter-to-quarter volatility rather than steady growth in that year.
XBRL companyfacts · 0001193125-26-063120Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
At the special meeting of shareholders held on September 3, 2026, the proposal to approve the Agreement and Plan of Merger (the Merger Proposal) was approved with 671,317,253 votes in favor, 8,566,156 votes against, and 2,185,104 votes abstained.
8-K filed 2026-09-03The non‑binding advisory vote to approve the compensation that may be paid or become payable to Dominion Energy’s named executive officers in connection with the First Merger received 392,021,223 votes for, 287,047,146 votes against, and 3,000,144 votes abstained, indicating substantial shareholder opposition relative to the Merger Proposal vote.
8-K filed 2026-09-03Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-10-16 the trailing twelve-month dividend yield is +4.20%, and that yield ranks in the 90th percentile of the 882-stock research universe.
Moneyta signal set · 2026-10-16Momentum over the most recent 3 months is -9.7%, while 6-month momentum is +2.8% and 12-1 momentum is +11.7%; the 6-month momentum ranks in the 57th percentile and the 12-1 momentum ranks in the 53th percentile of the universe.
Moneyta signal set · 2026-10-16weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F filers reported aggregate holdings valued at $47.79B as of 2026-06-30 (13F filings carry a 45-day reporting lag).
13F holdings · 1559 filers · as of 2026-06-30Capital Research Global Investors was the largest reported 13F holder with $5.04B reported as of 2026-06-30 (their reported position was not new this quarter).
13F holdings · 1559 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple articles highlight an extraordinary surge in data-center and AI electricity demand in Northern Virginia that is lifting focus onto Dominion Energy's role in meeting that load.
News · kalkinemedia.com · 2026-10-14Several pieces discuss grid expansion, gas and offshore wind as areas of attention for power providers in response to the Virginia data-center load story.
News · kalkinemedia.com · 2026-10-13Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model shows an implied free cash flow (FCF) growth rate of 0.3241 (32.41%) that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow is $1,142,000,000 and FCF per share is $1.2976, as of the provided TTM measures.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported metrics point to an operational improvement that supports a favorable read: revenues rose materially quarter-over-quarter into fiscal Q1 2026 and operating income and operating margin recovered meaningfully versus the prior quarter, showing improving profitability on a recent basis (fundamentals-0, fundamentals-2, fundamentals-3 — evidence strength: strong for reported quarter values). Market and ownership signals provide supportive context: a high trailing dividend yield (top-decile in the universe), subdued recent volatility, a long-standing golden cross, and substantial institutional holdings including large 13F positions and inclusion in major index funds (market-0, market-3, market-5, ownership-0, ownership-1, ownership-3 — evidence strength: moderate to strong for positioning and yield facts). News flow around higher local electricity demand from Northern Virginia data-center and AI activity plus attention on grid expansion and renewables aligns with the company’s business exposure and may help explain the revenue and margin pickup (news-0, news-1 — evidence strength: moderate). Valuation and share-count criticisms have material caveats: while price-to-FCF appears high, EV/EBITDA and P/E TTM are within commonly referenced ranges for utilities, and reported increases in shares outstanding are documented but the upward move in operating results along with strong institutional holdings mitigate the interpretive weight of dilution alone (valuation-2, valuation-3, valuation-4, fundamentals-5, fundamentals-6 — evidence strength: mixed to moderate).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.32
35 surviving claims rest on 18 distinct sources; the heaviest analyst carries 26% of them, and 99% of what the desk raised survived the debate.
The surviving set rests on a moderate number of distinct sources but a small number of contributors carry disproportionate weight; that concentration and the high survival rate through review mean the read is robust to casual checks yet fragile to errors or biases in the few heavy sources or lead analyst inputs. Where source concentration is high or one analyst supplies many of the claims, treat related conclusions as informative but limited in breadth — they can be persuasive about what was reported, but they bear lower independent corroboration.
Peer context · computed, not argued
12-1 momentum ranks 5th of 16 in Utilities—Regulated Electric (as of 2026-10-16).
90-day volatility ranks 16th of 16 in Utilities—Regulated Electric (as of 2026-10-16).
dividend yield ranks 1st of 16 in Utilities—Regulated Electric (as of 2026-10-16).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
10 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer−0.1 to the score
7 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.7 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on D Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.