Portland General Electric Company (POR) AI Stock Analysis

Portland General Electric Company is a fully integrated electric utility operating within Oregon. It engages in electricity generation, wholesale procurement, transmission, distribution, and retail sales. The company's generation mix includes six thermal plants, three wind farms, and seven hydroelectric facilities. As of December 2021, its infrastructure spanned 1,274 circuit miles of transmission lines and 28,206 circuit miles of distribution lines, serving roughly 917 thousand customers in 51 cities. Additionally, the company participates in wholesale natural gas transactions in the United States and Canada to support portfolio flexibility.

Between FY2021 and FY2025, Portland General Electric expanded revenue from $2.40B to $3.37B, achieving a 5-year revenue CAGR of 9.5%. In FY2025, revenue contracted by 1.9%, while net income reached $306.0M with a net margin of 9.1% and operating margin of 16.4%, compared to net income of $313.0M and a 14.9% operating margin in FY2024. For the trailing twelve months ended June 30, 2026, revenue stood at $3.53B with a net profit margin of 7.3% and EPS of $2.26. For the latest quarter ended June 30, 2026, quarterly revenue grew 0.9% year-over-year while quarterly earnings rose 4.9%.

As of June 30, 2026, Portland General Electric held $35.0M in cash and short-term investments against $5.21B in total debt, leading to net debt of $5.18B. Shareholders' equity was $4.12B, resulting in a debt-to-equity ratio of 1.26 and a current ratio of 0.98. In FY2025, operating cash flow reached $1.12B, but capital expenditures of $1.19B led to free cash flow of -$71.0M. The company also distributed $225.0M in dividends and raised $250.0M through share issuance, with its share count rising 29.9% over five years.

POR trades at a trailing P/E of 19.5x and a forward P/E of 12.8x, both below the median of its US-listed Utilities peers of 20.6x and 17.2x, respectively. Its enterprise value stands at $10.69B, representing an EV/EBITDA of 9.5x compared to the peer median of 12.1x, and a price-to-sales of 1.5x against the peer median of 2.4x. Over the past year, the stock gained 5.1%, lagging the 16.8% return of the S&P 500 (SPY). Over five years, POR returned 13.0% compared to 83.0% for the index.

Portland General Electric offers a forward annual dividend of $2.21 per share, representing a dividend yield of 4.99% and a payout ratio of 80.0%. The company pays dividends quarterly and has paid dividends for 21 consecutive years. Its 5-year annualized dividend growth rate is 5.5%, and the most recent ex-dividend date was September 25, 2026.

Wall Street coverage includes 3 Strong Buy, 1 Buy, 8 Hold, and 1 Sell recommendations across 13 analysts. The mean price target is $51.82, representing a 17.4% upside over the last close of $44.15 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate revenue of $3.70B and EPS of $3.36, indicating 10.2% earnings growth. Over the last four quarters, the company beat EPS estimates 1 time. The next earnings date is October 29, 2026.

This page is an AI-written research summary of Portland General Electric Company (POR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: POR income statement, POR balance sheet, POR key metrics, POR analyst forecast, POR chart. See the POR stock overview for the latest quote and news.