$OGE

The 10-year Treasury yield rose to 5.29% in September, impacting dividend stocks. Five companies—Williams Companies (WMB), Kinder Morgan (KMI), Duke Energy (DUK), Southern Company (SO), and OGE Energy (OGE)—are highlighted for their dividend safety and growth, supported by fee-based pipeline contracts and regulated power rates. Each company's dividend yield, payout ratio, and growth prospects are analyzed, with varying risks and bullish cases presented.

OGE Energy (OGE) received a Sector Outperform rating and $49.00 price target from Scotiabank. The stock is 1.2% undervalued per GuruFocus, with a GF Score of 74/100. Insiders sold $300,084 worth of shares in the last three months. The company operates as a regulated utility with a diversified energy portfolio.

OGE Energy Corp. raised its quarterly dividend to US$0.42875 per share, payable in October 2026. The company is pursuing a US$7.3b capital plan through 2030. Analysts project US$3.9b in revenue and US$625.3m in earnings by 2029. The dividend increase may impact cash flow and interest coverage, with execution on projects being key.

OGE Energy Corp. declared a quarterly dividend of $0.42875 per share, payable on October 30, 2026. The company aims for earnings per share growth to exceed dividend growth, targeting a payout ratio of 55% to 60% over the next five years, according to the company.

Major indices closed lower Tuesday due to war tensions and rising oil prices. The 30-year Treasury yield hit 5.27%, its highest since 2007, while Brent Crude surged 5% to $95. Analysts initiated coverage on Ally Financial (Strong Buy, $55 target) and GLOBAL FOUNDRIES (Buy, $60 target), among others.

Analysts updated ratings and price targets for several companies. GitLab (GTLB) was upgraded to market perform, Dell (DELL) raised to $617, DocuSign (DOCU) to $75, and Palo Alto Networks (PANW) to $420. Others saw downgrades or target reductions, including Toast (TOST) and PG&E (PCG).

Jones Donnie O. (SVP- Utility Operations (OG&E)) sold 6,508 shares of OGE ENERGY CORP. (OGE) at $46.11 ($0.30M total) on 2026-08-27.

Oklahoma lawmakers and regulators say higher electric bills this summer reflect multiple factors, including interim rate changes at Public Service Company of Oklahoma (PSO) effective July 1, rising Southwest Power Pool transmission costs, summer air-conditioning demand, and grid upgrades. A proposed PSO settlement would cut a roughly 15% residential increase to about 1%. Data centers are cited as emerging demand, with HB 2992 taking effect July 1.

OGE ENERGY CORP. (OGE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers OGE Energy Corp. ("OGE Energy") is the parent company of Oklahoma Gas and Electric Company, a regulated electric company wi

Bank of America’s mid-quarter review of U.S. power and utilities for Q2 2026 says 12 of 14 covered companies beat earnings estimates. It cites rate relief, customer and load growth, and construction-related earnings. Annual guidance was mostly reaffirmed, with AEP, IDA, and XEL raising ranges. Data-center demand drove contracted load and pipeline growth.