Investors looking for stocks in the Utility - Electric Power sector might want to consider either Iberdrola S.A. (IBDRY) or OGE Energy (OGE).
The energy giant's adjusted net profit grew 16.6% for the first nine months of the year.
Iberdrola, S.A. (IBDSF) remains a buy, with the recent Capital Markets Day reinforcing a powerful multi-year earnings and cash flow runway. IBDSF's EUR58 billion FY25–FY28 capex plan, focused on regulated networks in the US and UK, significantly de-risks earnings and enhances visibility. Surging data center electricity demand and conservative guidance point to potential for consistent earnings beats and upward stock rerating for IBDSF.
IBDRY, TPG and KT made it to the Zacks Rank #1 (Strong Buy) income stocks list on September 9, 2025.
Iberdrola (IBDRY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here is how Iberdrola S.A. (IBDRY) and IdaCorp (IDA) have performed compared to their sector so far this year.
Spanish renewable energy and water company Cox is interested in buying Iberdrola's assets in Mexico, Chief Executive Nacho Moreno told Reuters on Wednesday.
I reiterate my buy rating on Iberdrola as its EUR5B equity raise and EUR55B capex plan solidify its infrastructure-driven growth story. The company is now fully funded for multi-year network expansion, supporting higher earnings quality and long-term visibility. The shift toward regulated assets justifies a premium valuation multiple, with potential for the stock to more than double by FY31.
Iberdrola, S.A. (OTCPK:IBDSF) H1 2025 Earnings Call Transcript July 23, 2025 3:30 AM ET Company Participants Ignacio Cuenca Arambarri - Director of Investor Relations and Communications Jose Sanchez Galán - Executive Chairman Jose Armada - Director of Finance, Control & Resources and CFO Ignacio Cuenca Arambarri Good morning, ladies and gentlemen.
Europe's largest utility Iberdrola launched on Wednesday a 5 billion euro ($5.87 billion) share capital increase.
Abu Dhabi's state-owned renewable energy company Masdar and Spain's Iberdola will jointly invest in a 1.4 gigawatt (GW) wind farm in the United Kingdom, Masdar's parent company TAQA said in a statement on Thursday.
Iberdrola's shift to regulated networks boosts earnings quality, reduces volatility, and supports a premium valuation multiple. Aggressive network CAPEX is now highly cash-generative, driving visible and immediate earnings growth and expanding the regulated asset base. The recent Spanish blackout accelerates regulatory support for grid investment, creating a strong catalyst for future earnings growth.