PPL
PPL CorpEvidence as of 2026-09-03Overview · PPL Corp
PPL Corporation, a utility holding company, delivers electricity and natural gas in the United States and the United Kingdom. It operates through three segments: Kentucky Regulated, Pennsylvania Regulated, and Rhode Island Regulated. The company serves customers in Louisville and adjacent areas in Kentucky; electric customers in central, southeastern, and western Kentucky; and electric customers in five counties in s…
Management team
- Mr. W. Mark Brooks · VP & Chief Information Security OfficerFind on LinkedIn
- Ms. Angela K. Gosman · Executive VP & Chief Human Resources OfficerFind on LinkedIn
- Ms. Wendy E. Stark · Executive VP of Utilities & Chief Legal OfficerFind on LinkedIn
- Mr. Dean Anthony Del Vecchio · Executive VP and Chief Technology & Innovation OfficerFind on LinkedIn
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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.
+0.2 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 (+0.2 of a possible +2; confidence high). For the fiscal quarter ended 2026-04-30 (Q1 2026), reported revenues were $ 2,774,000,000 versus $ 2,504,000,000 for the fiscal quarter ended 2025-04-25 (Q1 2025). Operating income for Q1 2026 was $ 745,000,000 versus $ 678,000,000 in Q1 2025, and reported net income for Q1 2026 was $ 452,000,000 versus $ 414,000,000 in Q1 2025.
Balance-sheet and market facts that survive the desk review include shares outstanding rising from 738,294,081 (10-K as of 2025-01-31) to 752,350,362 (10-Q as of 2026-04-30), long‑term noncurrent debt increasing from $ 15,952,000,000 as of 2024-12-31 to $ 19,024,000,000 as of 2026-03-31 while cash and equivalents rose from $ 306,000,000 to $ 1,241,000,000 over the same comparators, and trailing twelve‑month free cash flow of negative $ 1,164,000,000. Market metrics show near‑zero market sensitivity (beta versus SPY -0.04), an elevated volatility profile (30‑day vol annualized 16.4%, 90‑day 19.8%), a dividend yield of 3.23%, and a reported P/E (ttm) of 22.58. Regulatory filings record a Kentucky Public Service Commission order that PPL estimates adds roughly $ 4 million and $ 3 million in annual revenues to LG&E and KU, respectively, versus prior ordered increases.
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 for the quarter ended 31 March 2026 (fiscal Q1 2026, 2026-01-01 to 2026-03-31) were $2,774,000,000 compared with $2,504,000,000 for the quarter ended 31 March 2025 (fiscal Q1 2025, 2025-01-01 to 2025-03-31).
XBRL companyfacts · 0000922224-26-000026Operating income for fiscal Q1 2026 (ended 31 March 2026) was $745,000,000 versus $678,000,000 for fiscal Q1 2025 (ended 31 March 2025), and operating income in interim quarters showed lower levels in fiscal Q2 2025 ($406,000,000) and fiscal Q3 2025 ($569,000,000).
XBRL companyfacts · 0000922224-26-000026Reads 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.
On August 14, 2026, the Kentucky Public Service Commission issued an order in the base rate proceedings for Louisville Gas and Electric Company and Kentucky Utilities Company that approved some rehearing requests and denied others, including denial of reinstatement of certain aspects of an October 2025 stipulation.
8-K filed 2026-08-17PPL reports the KPSC order approved matters relating to incorporating regulatory assets and liabilities in rate base calculations, using updated cost estimates in a potential recovery cap in the Companies' Pilot Generation Recovery Clause mechanism, and allowing pre-2026 costs to be included in a regulatory asset for LG&E's stay-open costs for Mill Creek Unit 2.
8-K filed 2026-08-17Reads 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 2026-09-02, PPL's beta vs SPY is -0.04 and correlation vs SPY is -0.03, indicating near-zero market sensitivity over the sample period.
Moneyta signal set · 2026-09-02As of 2026-09-02, short-term momentum is mixed-to-negative: 3-month momentum is -0.6%, 6-month momentum is -9.1% (ranked 21th percentile of 547), and the 12-1 momentum is +1.8% (ranked 32th percentile of 547).
Moneyta signal set · 2026-09-02weakened 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.
As of 2026-09-02T13:45:47.228469+00:00, PPL appears as a holding in the iShares Core S&P 500 ETF (IVV) with a weight of 0.04% of the fund.
ETF constituents · market dataThe provided membership record is a single data point timestamped 2026-09-02T13:45:47.228469+00:00 and does not include historical weight series or holdings turnover information.
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.
Coverage includes articles highlighting PPL's second-quarter results and steady guidance alongside demand from data centers, citing reported earnings rising 26% to $230 million and ongoing-operations EPS of $0.33 versus $0.32 a year earlier.
News · finance.yahoo.com · 2026-09-02Several pieces frame PPL's near-term outlook around rising operating income, rate recovery and a $23 billion investment outlook that support an asserted 6–8% annual EPS growth through 2029 (presentation in headlines and summaries).
News · finance.yahoo.com · 2026-08-31Reads 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.
Free cash flow for the trailing twelve months (FCF ttm) is negative $1,164,000,000.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF and EV/EBITDA are not reported in the evidence (P/FCF is null because FCF ttm is negative; EV/EBITDA is null because EBITDA ttm is not provided).
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 pieces of evidence point to a favorable operational and market read: sequentially higher reported revenue, operating income, and net income in fiscal Q1 2026 versus Q1 2025 (fundamentals-0, fundamentals-1, fundamentals-2) show recent earnings momentum in the company’s reported results. Regulatory developments in the Kentucky proceedings (filings-1, filings-2) and the company’s reaffirmation of long-term EPS growth targets (filings-3) provide context that some incremental revenue recovery and management confidence are present. Market signals supportive of an income-oriented view include a 3.23% dividend yield and multi-year dividend growth (market-4), and a strong sell-side tilt in the available street consensus (third-party consensus showing 12 buys vs 1 hold). While valuation and capital structure flags exist in the record, the increase in cash balances (fundamentals-4) alongside the operational improvements and regulatory concessions strengthens the evidentiary basis for a favorable interpretation of the company’s recent trajectory.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.38
29 surviving claims rest on 11 distinct sources; the heaviest analyst carries 21% of them, and 98% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a small number of voices—one analyst contributes a fifth of surviving claims—so the evidence is somewhat analyst-concentrated. The very high debate survival rate indicates the desk retained nearly all initial points, which raises confidence in internal consistency but means external falsification or new filings would materially shift weight.
Peer context · computed, not argued
12-1 momentum ranks 11th of 13 in Utilities—Regulated Electric (as of 2026-09-02).
90-day volatility ranks 6th of 13 in Utilities—Regulated Electric (as of 2026-09-02).
dividend yield ranks 8th of 13 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+0.4 to the score
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.6 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−0.3 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+0.0 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.
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The full terminal on PPL 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.