FE
FIRSTENERGY CORPEvidence as of 2026-09-02Overview · FIRSTENERGY CORP
FirstEnergy Corp., through its subsidiaries, generates, transmits, and distributes electricity in the United States. It operates through Regulated Distribution and Regulated Transmission segments. The company owns and operates coal-fired, nuclear, hydroelectric, wind, and solar power generating facilities. It operates 24,080 circuit miles of overhead and underground transmission lines; and electric distribution syste…
Management team
- Mr. Mark Mroczynski P.E. · President of TransmissionFind on LinkedIn
- Mr. Allan Wade Smith · President of FirstEnergy UtilitiesFind on LinkedIn
- Mr. Hyun Park · Senior VP & Chief Legal OfficerFind on LinkedIn
- Mr. Toby L. Thomas · Chief Operating OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Built with a source down
A data source was unavailable when this report was built, so Yates could not check its evidence. That absence is Moneyta's gap, not a fact about the company — read the overall tone accordingly.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.3 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 Mixed (+0.3 of a possible +2; was +0.3 before debate) with high confidence. Reported revenues ran from $ 3,765,000,000 in fiscal Q1 2025 to $ 4,202,000,000 in fiscal Q1 2026, with operating income near $ 0.75–0.83 billion each quarter and net income ranging $ 268,000,000 to $ 441,000,000 across those periods; diluted EPS were $ 0.62, $ 0.46, $ 0.76 and $ 0.70 respectively. Cash and cash equivalents show sizeable quarter‑to‑quarter variation (as low as $ 52,000,000 as of 2026-03-31 and as high as $ 1,404,000,000 as of 2025-09-30), trailing EBITDA is $ 4,511,000,000 with EV/EBITDA 5.92, but trailing free cash flow is negative $ 3,573,000,000 and capex exceeded operating cash flow by a substantial margin over the trailing twelve months.
Market signals are mixed: the trailing twelve‑month dividend yield is +3.93% (89th percentile of the 547‑stock universe) with three‑year dividend growth +5.3%, price sits slightly below the 50‑ and 200‑day SMAs though a golden cross was present, short‑term momentum metrics are uneven (momentum_3m +2.6%, momentum_6m −7.0%, momentum_12_1 +16.3%), and beta and correlation to SPY are both slightly negative.
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 $3,765,000,000 for fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo), $3,380,000,000 for fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $4,148,000,000 for fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo) and $4,202,000,000 for fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0001031296-25-000017Operating income was $754,000,000 in fiscal Q1 2025, $646,000,000 in fiscal Q2 2025, $830,000,000 in fiscal Q3 2025 and $828,000,000 in fiscal Q1 2026 (each a 3-month quarter as labeled).
XBRL companyfacts · 0001031296-25-000017Reads 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.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
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.
Reads 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.
The trailing twelve‑month dividend yield is +3.93% and ranks in the 89th percentile of a 547‑stock research universe, indicating a relatively high yield versus peers on 2026-09-02.
Moneyta signal set · 2026-09-02Three‑year dividend growth is +5.3% as of 2026-09-02.
Moneyta signal set · 2026-09-02Reads 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.
As of 2026-09-02T13:45:47.228469+00:00, the record shows FE appears as a holding in the ETF with symbol IVV at a weight of 0.04% of that fund.
ETF constituents · market dataThe evidence set contains a single ETF membership record for FE (the IVV holding at 0.04%); no other ETF weights are provided in the supplied ownership data.
ETF constituents · market dataReads 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.
A data source was unavailable when this report was built, so this slice could not be checked — absence here says nothing about the company.
Reads 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 share price used in this evidence is 46.29 with a market capitalization of 26,775,579,091.
Valuation inputs · SEC XBRL + stored EOD closeTrailing EPS is 2.54 and the trailing P/E reported is 18.22.
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.
Quarterly GAAP results show a pattern of solid revenue and operating income with recent quarters (Q3 2025 and Q1 2026) posting the highest reported revenues and operating income in the set, and diluted EPS remaining positive and above mid-single-digit dollars on a trailing basis; these are sourced to company filings and are direct accounting figures. Valuation multiples from the supplied snapshot (trailing P/E 18.2 and EV/EBITDA ~5.9) indicate a relatively compressed EV/EBITDA versus the accompanying market-cap figure, which is a straightforward arithmetic relationship in the evidence. Market signals also highlight a relatively high trailing dividend yield (3.93%, 89th percentile) and positive three‑year dividend growth (5.3%), while technicals note a recent golden cross — together these pieces support a favorable read based on income generation and traditional valuation metrics. Some negative datapoints (large trailing capex vs. operating cash flow, volatile quarter-end cash balances, and negative trailing FCF) are present in the evidence but are point-in-time or trailing aggregates; their presence weakens cash-flow metrics but does not negate the concurrently reported operating profitability and valuation signals derived from filings and market snapshots.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.47
21 surviving claims rest on 5 distinct sources; the heaviest analyst carries 29% of them, and 98% of what the desk raised survived the debate.
The evidence set rests on a small number of distinct sources, so while many individual claims survived review, the overall read is sensitive to any single source being revised. The fact one analyst supplied nearly a third of surviving claims and that 98% of desk issues survived debate implies strong internal consensus but also means the view may be brittle to an external correction or a new filing.
Peer context · computed, not argued
12-1 momentum ranks 4th of 11 in Utilities—Regulated Electric (as of 2026-09-02).
6-month relative strength ranks 6th of 11 in Utilities—Regulated Electric (as of 2026-09-02).
90-day volatility ranks 9th of 11 in Utilities—Regulated Electric (as of 2026-09-02).
dividend yield ranks 2nd of 11 in Utilities—Regulated Electric (as of 2026-09-02).
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.
14 filings· 1 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+0.7 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−0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.3 to the score
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.
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.
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The full terminal on FE 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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.