WEC Energy Q4 EPS Beats; $12.6B Renewable Push, Analysts Hold
WEC Energy reported Q4 2025 adjusted EPS of $1.42, a 2.9% beat with GAAP EPS of $0.97 and revenues rising 11% to $2.54 billion year over year. The company plans to invest $12.6 billion in 6,500 MW of renewable energy over 2026–30 while analysts maintain a consensus Hold rating (1 Sell, 8 Hold, 7 Buy).
1. Q4 Earnings Performance
WEC Energy delivered adjusted EPS of $1.42 in the fourth quarter of 2025, beating estimates by 2.9% despite GAAP EPS falling to $0.97 from $1.43 a year earlier. Operating revenues grew 11% to $2.54 billion, driven by a 3.7% top‐line beat and increased electricity deliveries across residential and commercial segments.
2. Capital Expenditure and Renewables Investment
The company reaffirmed 2026 guidance of $5.51–$5.61 EPS and outlined plans to invest $37.5 billion through 2030, including $12.6 billion to add 6,500 MW of renewable capacity and $7.4 billion in natural gas generation and LNG storage. This capex program underpins WEC’s target of 7–8% long‐term EPS growth.
3. Analyst Ratings Overview
Sixteen analysts cover WEC Energy, with one Sell, eight Hold and seven Buy recommendations, resulting in an average rating of Hold. This consensus reflects cautious optimism following the quarterly beat and ambitious capital investment strategy.