Market Cap
$15.0B
TLN
Talen Energy Corp
$318.53 ▼ -1.41%
Prev close $323.09Market cap$15.0B
ConsensusStrong Buy
12-mo target$455.65 (+42.9%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Traditional Energy
Snapshot
The big-picture read on TLN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$13.4B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $988.0K sell
Insider Net $
-$988.0K
Social Sentiment
50° Neutral
SEC Reports
9
Press Releases
2
Price chart 30d +5.5%
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
Jul 15, 2026 SEC Short Volume: TLN — 68.0% short (0.4M / 0.5M)
Short: 357,039 | Exempt: 252 | TRF Vol: 525,337 | Short Ratio: 68.0% | Off-exchange volume (dark poo
Talen Energy Corporation announced it will release Q2 2026 financial results on August 5, 2026, after market close. No f
PRESS-RELEASE — Impact 2/10
Jul 15, 2026 Insider
Nutt Terry L acquired via exercise 8,312 shares
President
Jul 15, 2026 Insider
Nutt Terry L acquired via exercise 20,780 shares
President
Jul 15, 2026 Insider
Nutt Terry L surrendered for taxes 3,271 shares
President @ $385.80 ($1.3M)
Jun 30, 2026 Inst.
FRED ALGER MANAGEMENT, LLC — ADD
1,546,473 shares ($594.2M)
Jun 30, 2026 Inst.
Jun 19, 2026 SEC NORGES BANK — NEW
579,885 shares ($222.8M)
Talen Energy filed an automatic shelf registration statement (S-3ASR) to register 2,399,998 shares of common stock for r
S-3ASR — Impact 4/10
Analyst ratings buy % -4.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 24, 2026 | Mizuho | INITIATE | Outperform | 52% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 20, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 15, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jun 18, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| May 19, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 16 | 3 | 0 | 0 | 87% | |
| Aug 1, 2026 | 4 | 16 | 3 | 0 | 0 | 87% | |
| Jul 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| Jun 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| Apr 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% |
Price targets
Where 17 covering analysts think TLN trades over the next 12 months.
$455.65 +42.9% upside Strong Buy
Current$318.77 Low$307.00 Median$449.00 High$560.00 17 analysts
$307.00$560.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +7.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
The Trump 702 deregulation plan dropped Friday. I ranked which tickers will likely benefit from it
▲ 1 · 💬 7· ⚡ 0.5
Future demand of energy stocks (potential winers)
▲ 1 · 💬 0· ⚡ 0.5
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
▲ 1 · 💬 0· ⚡ 0.5
Anyone know of an AI Energy and Infrastructure ETF - minus semiconductor?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 5 neutral · avg impact 4.3/10.Plus 2 press releases.
NEUTRALPRESS-RELEASE2/10
Talen Energy Corporation announced it will release Q2 2026 financial results on August 5, 2026, afte
Jul 15, 2026
NEUTRALS-3ASR4/10
Talen Energy filed an automatic shelf registration statement (S-3ASR) to register 2,399,998 shares o
Jun 19, 2026
BULLISH8-K7/10
Talen Energy closed its $3.45B acquisition of three gas-fired power plants (Lawrenceburg, Waterford,
Jun 15, 2026
NEUTRAL1442/10
Director Gizman I Abbas filed a Form 144 to sell 2,600 shares of Talen Energy Corp, valued at approx
Jun 15, 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: TLN — 68.0% short (0.4M / 0.5M)
Short: 357,039 | Exempt: 252 | TRF Vol: 525,337 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: TLN — 69.3% short (0.5M / 0.7M)
Short: 456,301 | Exempt: 23 | TRF Vol: 658,048 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
buyback
Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase
Mac McFarland to retire as CEO at year-end and serve as senior advisor through March 2027
Sep 7, 2026
dark_pool
Dark Pool: TLN — 0.7M shares, 32,034 trades
Week starting 2026-09-07. Total ATS volume: 734,343 shares across 32,034 trades.
Aug 31, 2026
dark_pool
Dark Pool: TLN — 1.1M shares, 49,491 trades
Week starting 2026-08-31. Total ATS volume: 1,126,276 shares across 49,491 trades.
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 | $7.37 | $4.36–$10.41 | 123.7% | +30.0% | 2↑ 0↓ | $1.3B | 4 |
| Next Q | $5.84 | $4.66–$7.02 | 33.3% | -1.7% | 2↑ 0↓ | $1.2B | 4 |
| Current FY | $22.26 | $17.43–$25.96 | 145.7% | +4.6% | 3↑ 1↓ | $4.5B | 6 |
| Next FY | $30.75 | $26.06–$37.06 | 38.1% | +5.5% | 1↑ 2↓ | $5.2B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $7.368 | — |
| 7d ago | $6.354 | +1.014 |
| 30d ago | $5.667 | +1.701 |
| 60d ago | $6.470 | +0.898 |
| 90d ago | $9.480 | -2.112 |
Institutional ownership
Which big funds own TLN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.4B total value (34,787,655 shares) as of 2026-Q2. Top holders: BlackRock,, Rubric, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,355,914 | $1.7B | 12.5% | — |
| Rubric Capital Management LP | 3,602,171 | $1.4B | 10.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,166,978 | $832.7M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,053,489 | $789.1M | 5.9% | — |
| FRED ALGER MANAGEMENT, LLC | 1,546,473 | $594.2M | 4.4% | ADD +30.4% |
| STATE STREET CORP | 1,379,899 | $530.2M | 4.0% | — |
| Sachem Head Capital Management LP | 1,370,000 | $526.4M | 3.9% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,312,400 | $504.3M | 3.8% | — |
| JANE STREET GROUP, LLC | 1,185,500 | $455.5M | 3.4% | DOUBLED +6744.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 953,572 | $366.5M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FRED ALGER MANAGEMENT, LLC | ADD | 1,185,953 | 1,546,473 | +30.4% | $594.2M |
| NORGES BANK | NEW | — | 579,885 | — | $222.8M |
| GOLDMAN SACHS GROUP INC | ADD | 279,069 | 482,998 | +73.1% | $185.6M |
| JANE STREET GROUP, LLC | DOUBLED | 6,663 | 456,043 | +6744.4% | $175.2M |
| Capital Research Global Investors | ADD | 322,497 | 435,592 | +35.1% | $167.4M |
| Assenagon Asset Management S.A. | DOUBLED | 153,437 | 434,728 | +183.3% | $167.0M |
| FMR LLC | TRIM | 544,677 | 392,737 | -27.9% | $150.9M |
| Boston Partners | DOUBLED | 26,590 | 307,773 | +1057.5% | $118.3M |
| BARCLAYS PLC | ADD | 137,933 | 216,499 | +57.0% | $83.2M |
| Squarepoint Ops LLC | ADD | 160,393 | 212,661 | +32.6% | $81.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$988.0K — $0.00 bought, $988.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Nutt Terry L | President | EXERCISE | 8,312 | — | — |
| Jul 15, 2026 | Nutt Terry L | President | EXERCISE | 20,780 | — | — |
| Jul 15, 2026 | Nutt Terry L | President | TAX W/H | 3,271 | $385.80 | $1.3M |
| Jun 15, 2026 | ABBAS GIZMAN I | Director | SELL | 2,600 | $380.00 | $988.0K |
| Jun 8, 2026 | McFarland Mark Allen | Chief Executive Officer | J | 260,335 | — | — |
| May 22, 2026 | Hyde Karen T | Director | D | 1,530 | $324.21 | $496.0K |
| May 22, 2026 | Horton Anthony R | Director | EXERCISE | 4,133 | — | — |
| May 22, 2026 | Morice Christopher E | Chief Commercial Officer | EXERCISE | 153,527 | — | — |
| May 22, 2026 | Lebsack Dale E Jr. | Chief Asset Dev. Officer | EXERCISE | 17,946 | — | — |
| May 22, 2026 | Muller Cole | Chief Financial Officer | EXERCISE | 5,270 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TLN.
Shares short
2,708,803
Settlement Sep 15, 2026
Change vs prior
+11.2%
Semi-monthly cycle
Days to cover
3.6
At avg daily volume
Of shares outstanding
≈5.7%
Estimate — not % of float
All TLN filing & press-release reports (11)
- PRESS-RELEASE reportJul 15, 2026
- S-3ASR reportJun 19, 2026
- 8-K reportJun 15, 2026
- 144 reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportJun 1, 2026
- 8-K reportMay 21, 2026
- 8-K reportApr 17, 2026
- PRESS-RELEASE reportApr 17, 2026
- DEFA14A reportMar 19, 2026
- INST-CLUSTER reportFeb 28, 2026