Market Cap
$9.4B
OGE
OGE ENERGY CORP.
$45.26 ▼ -0.89%
Prev close $45.67Market cap$9.4B
ConsensusHold
12-mo target$49.67 (+9.7%)
▲ Neutral
Analyst conviction 4/10
Insider Buying Cluster (2 insiders)41 New Institutional Positions9 Institutional Exits Traditional Energy
Snapshot
The big-picture read on OGE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (41%)
Inst. Holders
50 funds
Inst. Value
$6.2B
Inst. Activity
41 buys / 9 sells
Insider Activity
$500.1K buy / $945.2K sell
Insider Net $
-$445.2K
Social Sentiment
75° Bullish
SEC Reports
6
Price chart 30d -2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: OGE — 65.3% short (0.5M / 0.8M)
Short: 519,765 | Exempt: 373 | TRF Vol: 796,212 | Short Ratio: 65.3% | Off-exchange volume (dark poo
Aug 27, 2026 Insider
Jones Donnie O. sold 6,508 shares
SVP- Utility Operations (OG&E) @ $46.11 ($300.1K)
Jun 30, 2026 Insider
RAINBOLT DAVID E was granted 314.684 shares
Director @ $48.66 ($15.3K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
3,278,280 shares ($159.5M)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC Quantinno Capital Management LP — ADD
1,228,703 shares ($59.8M)
OGE Energy Corp. and its subsidiary Oklahoma Gas and Electric Company each entered into a Second Amended and Restated Cr
8-K — Impact 3/10
Institutional cluster for OGE shows mixed activity: three buyers (Citadel, Morgan Stanley, Bridgewater) added $62.4M, bu
INST-CLUSTER — Impact 5/10
May 21, 2026 Insider
SULTEMEIER WILLIAM H sold 7,345 shares
GC, Corp. Sec, CCO @ $47.97 ($352.3K)
Analyst ratings buy % +2.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
41% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 16, 2026 | Argus Research | REITERATE | Buy | 54% |
| Sep 9, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 2, 2026 | RBC Capital | UPGRADE | Outperform | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 24, 2026 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| May 11, 2026 | Ladenburg Thalmann | MAINTAIN | Neutral | 45% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 10 | 0 | 0 | 41% | |
| Aug 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| Jul 1, 2026 | 3 | 4 | 11 | 0 | 0 | 39% | |
| Jun 1, 2026 | 3 | 4 | 10 | 0 | 0 | 41% | |
| May 1, 2026 | 3 | 4 | 10 | 0 | 0 | 41% | |
| Apr 1, 2026 | 3 | 4 | 9 | 1 | 0 | 41% | |
| Mar 1, 2026 | 3 | 3 | 9 | 1 | 0 | 38% | |
| Feb 1, 2026 | 3 | 3 | 9 | 1 | 0 | 38% |
Price targets
Where 12 covering analysts think OGE trades over the next 12 months.
$49.67 +9.7% upside Buy
Current$45.27 Low$44.00 Median$50.00 High$54.00 12 analysts
$44.00$54.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Recent posts
Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
▲ 1 · 💬 0· ⚡ 0.5
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
▲ 1 · 💬 0· ⚡ 0.5
insider trading=Built an open-source CLI that aggregates SEC Form 4, congressional STOCK Act, and cabinet OGE trades into one signal layer
▲ 1 · 💬 0· ⚡ 0.5
President Trump traded stocks over 3,700 times in Q1 2026 - averaging 59 trades per day, 9 per hour, or one trade every 7 minutes
▲ 1 · 💬 1· ⚡ 0.5
Is anyone copying Trump’s exact portfolio?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 4 neutral · avg impact 3.5/10.
NEUTRAL8-K3/10
OGE Energy Corp. and its subsidiary Oklahoma Gas and Electric Company each entered into a Second Ame
Jun 15, 2026
MIXEDINST-CLUSTER5/10
Institutional cluster for OGE shows mixed activity: three buyers (Citadel, Morgan Stanley, Bridgewat
Jun 11, 2026
NEUTRALDEFA14A2/10
OGE Energy Corp. filed additional definitive proxy soliciting materials reminding shareholders to vo
May 7, 2026
NEUTRALDEFA14A3/10
Analysis based on filing metadata only — document content was unavailable
Apr 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: OGE — 65.3% short (0.5M / 0.8M)
Short: 519,765 | Exempt: 373 | TRF Vol: 796,212 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: OGE — 69.2% short (0.4M / 0.5M)
Short: 351,903 | Exempt: 28 | TRF Vol: 508,635 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: OGE — 55.2% short (0.5M / 0.9M)
Short: 484,158 | Exempt: 0 | TRF Vol: 877,494 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: OGE — 57.6% short (0.4M / 0.7M)
Short: 405,577 | Exempt: 525 | TRF Vol: 704,058 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: OGE — 65.2% short (0.5M / 0.7M)
Short: 481,104 | Exempt: 3 | TRF Vol: 738,267 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.21 | $1.15–$1.24 | 5.7% | +0.2% | 0↑ 2↓ | $1.1B | 5 |
| Next Q | $0.43 | $0.39–$0.48 | 29.9% | -0.8% | 2↑ 0↓ | $0.7B | 5 |
| Current FY | $2.43 | $2.39–$2.45 | 4.6% | -0.1% | 1↑ 1↓ | $3.4B | 13 |
| Next FY | $2.61 | $2.58–$2.66 | 7.4% | +0.2% | 1↑ 0↓ | $3.6B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.205 | — |
| 7d ago | $1.203 | +0.003 |
| 30d ago | $1.203 | +0.003 |
| 60d ago | $1.207 | -0.001 |
| 90d ago | $1.221 | -0.016 |
Institutional ownership
Which big funds own OGE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.2B total value (126,985,501 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 41 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,254,706 | $1.3B | 20.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,659,655 | $518.7M | 8.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,311,149 | $453.1M | 7.3% | — |
| STATE STREET CORP | 7,226,476 | $351.6M | 5.7% | — |
| Clearbridge Investments, LLC | 6,589,884 | $320.7M | 5.2% | — |
| Boston Partners | 5,687,808 | $276.8M | 4.5% | — |
| AQR CAPITAL MANAGEMENT LLC | 5,035,976 | $245.1M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,933,472 | $191.5M | 3.1% | — |
| NORGES BANK | 3,278,280 | $159.5M | 2.6% | NEW |
| DIMENSIONAL FUND ADVISORS LP | 2,750,568 | $133.8M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,278,280 | — | $159.5M |
| Quantinno Capital Management LP | ADD | 642,801 | 1,228,703 | +91.1% | $59.8M |
| CITADEL ADVISORS LLC | ADD | 649,268 | 1,159,153 | +78.5% | $56.4M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 226,429 | 944,800 | +317.3% | $46.0M |
| Life Cycle Investment Partners Ltd | TRIM | 1,228,362 | 774,360 | -37.0% | $37.7M |
| FMR LLC | ADD | 467,268 | 731,706 | +56.6% | $35.6M |
| Artisan Partners Limited Partnership | TRIM | 1,190,034 | 704,456 | -40.8% | $34.3M |
| Tidal Investments LLC | DOUBLED | 326,414 | 678,233 | +107.8% | $33.0M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 476,006 | 669,593 | +40.7% | $32.6M |
| MILLENNIUM MANAGEMENT LLC | ADD | 290,382 | 514,179 | +77.1% | $25.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 6 transactions. Net -$445.2K — $500.1K bought, $945.2K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Jones Donnie O. | SVP- Utility Operations (OG&E) | SELL | 6,508 | $46.11 | $300.1K |
| Jun 30, 2026 | RAINBOLT DAVID E | Director | AWARD | 314.684 | $48.66 | $15.3K |
| May 21, 2026 | SULTEMEIER WILLIAM H | GC, Corp. Sec, CCO | SELL | 7,345 | $47.97 | $352.3K |
| Mar 31, 2026 | RAINBOLT DAVID E | Director | AWARD | 319.276 | $47.96 | $15.3K |
| Feb 24, 2026 | Stafford Sarah R. | Controller and CAO | SELL | 6,130 | $47.77 | $292.8K |
| Feb 23, 2026 | Ganske Lyle G. | Director | BUY | 10,420 | $47.99 | $500.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OGE.
Shares short
10,890,005
Settlement Sep 15, 2026
Change vs prior
+0.5%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈5.3%
Estimate — not % of float
All OGE filing & press-release reports (6)
- 8-K reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- DEFA14A reportMay 7, 2026
- DEFA14A reportApr 1, 2026
- CLUSTER reportFeb 26, 2026
- 8-K reportFeb 25, 2026