PCG

PCG Earnings Preview

PG&E Corporation · Utilities · $39B

12d until earnings

PCG Earnings

Thursday, Apr 30 2026
EPS Estimate
$0.39
$0.32 – $0.45
Revenue Estimate
$6.3B
Current Price
$17.37

Our Position

bullish

PG&E secures 20-year Diablo Canyon license renewal

est. revisions falling (-1.4pp / 30d)

The license renewal extends asset life and supports stable regulated utility cash flow, but legislative approval beyond 2030 introduces execution risk for long-term value.

Watch: California Legislature's stance on extending Diablo Canyon operations past 2030 amid regulatory and political scrutiny.

Data Signal Summary

2 bullish
2 bearish
Estimates up +4% Insider buying cluster Put/call 1.5 (bearish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-6.8%
P/E Ratio
14.9
Est. Revisions (30d)
+3.5% 4up/2dn
Analyst Target (mean)
$23 $19–$27 +30%
Options P/C Ratio
1.48 0C/1P unusual
Est. Dispersion
11% 7 analysts
Insider Cluster
strong buy
Fund Convergence
strong Citadel, D.E. Shaw, Soros, Two Sigma

Recent Activity

insider trades 87 transactions
Sell · COOPER KERRY WHORTON (Director) ·2,500 shares ·$46,700
Sell · PETERMAN CARLA J (Officer) ·31,786 shares ·$582,002
Award · BURKE CAROLYN JEANNE (Chief Financial Officer) ·144,806 shares
Sell · SINGH SUMEET (Officer) ·55,698 shares ·$1,020,387
Award · POPPE PATRICIA K. (Chief Executive Officer) ·236,465 shares
82 more
Other · POPPE PATRICIA K. ·32,335 shr
Award · GLICKMAN JASON M. ·27,473 shr
Award · PETERMAN CARLA J ·31,398 shr
Award · WILLIAMS STEPHANIE N. ·7,379 shr
Award · VALLEJO ALEJANDRO T ·11,774 shr
Award · BURKE CAROLYN JEANNE ·40,817 shr
Award · WAGHRAY AJAY ·15,699 shr
Award · SINGH SUMEET ·40,817 shr
Award · SANTOS MARLENE ·40,817 shr
Award · SIMON JOHN R ·36,549 shr
Other · SIMON JOHN R ·5,151 shr
Award · GLICKMAN JASON M. ·145,742 shr
Award · PETERMAN CARLA J ·124,924 shr
Award · WILLIAMS STEPHANIE N. ·37,478 shr
Award · VALLEJO ALEJANDRO T ·14,994 shr
Award · POPPE PATRICIA K. ·895,264 shr
Other · POPPE PATRICIA K. ·408,223 shr
Award · WAGHRAY AJAY ·83,284 shr
Award · SINGH SUMEET ·216,528 shr
Award · SANTOS MARLENE ·216,528 shr
Award · SIMON JOHN R ·145,742 shr
Other · SIMON JOHN R ·89,105 shr
Sell · SIMON JOHN R ·50,000 shr ·$900,044
Sell · POPPE PATRICIA K. ·31,250 shr ·$559,375
Buy · LARSEN JOHN O ·7,500 shr ·$119,700
Sell · GLICKMAN JASON M. ·29,473 shr ·$470,094
Award · VALLEJO ALEJANDRO T ·5,584 shr
Sell · FERGUSON MARK E. III ·7,000 shr ·$106,050
Award · CANNIZZARO EDWARD G. ·10,575 shr
Award · SMITH WILLIAM LLOYD ·10,575 shr
Award · LARSEN JOHN O ·10,575 shr
Award · DENECOUR JESSICA L ·10,575 shr
Award · FERGUSON MARK E. III ·10,575 shr
Award · CAMPBELL CHERYL FAE ·10,575 shr
Award · HARRIS ARNO LOCKHEART ·10,575 shr
Award · FUGATE WILLIAM CRAIG ·10,575 shr
Award · COOPER KERRY WHORTON ·17,038 shr
Award · WILSON BENJAMIN FRANCIS ·10,575 shr
Award · DENAULT LEO PAUL ·10,575 shr
Award · HERNANDEZ CARLOS M. ·10,575 shr
Award · BAHRI RAJAT ·10,575 shr
Sell · PETERMAN CARLA J ·32,519 shr ·$562,579
Buy · DENAULT LEO PAUL ·6,300 shr ·$100,548
Sell · GLICKMAN JASON M. ·40,239 shr ·$632,155
Sell · WILLIAMS STEPHANIE N. ·14,984 shr ·$242,891
Sell · PETERMAN CARLA J ·32,521 shr ·$532,369
Sell · SANTOS MARLENE ·125,702 shr ·$2,057,742
Award · GLICKMAN JASON M. ·206,966 shr
Award · PETERMAN CARLA J ·156,959 shr
Award · WILLIAMS STEPHANIE N. ·29,219 shr
Award · BURKE CAROLYN JEANNE ·32,867 shr
Award · POPPE PATRICIA K. ·1,166,965 shr
Award · WAGHRAY AJAY ·103,267 shr
Award · AWADA KALED ·31,954 shr
Award · SINGH SUMEET ·222,487 shr
Award · SANTOS MARLENE ·307,489 shr
Award · SIMON JOHN R ·206,966 shr
Other · POPPE PATRICIA K. ·434,988 shr
Other · SIMON JOHN R ·95,636 shr
Buy · HERNANDEZ CARLOS M. ·3,142 shr ·$49,989
Buy · BAHRI RAJAT ·3,170 shr ·$50,054
Buy · DENECOUR JESSICA L ·1,347 shr ·$21,269
Buy · HARRIS ARNO LOCKHEART ·6,389 shr ·$100,052
Sell · POPPE PATRICIA K. ·55,555 shr ·$1,147,766
Other · FERGUSON MARK E. III ·48,683 shr
Sell · WILLIAMS STEPHANIE N. ·38,601 shr ·$707,170
Award · PETERMAN CARLA J ·78,468 shr
Award · CANNIZZARO EDWARD G. ·9,677 shr
Award · SMITH WILLIAM LLOYD ·9,677 shr
Award · DENECOUR JESSICA L ·9,677 shr
Award · FERGUSON MARK E. III ·9,677 shr
Award · CAMPBELL CHERYL FAE ·9,677 shr
Award · HARRIS ARNO LOCKHEART ·9,677 shr
Award · FUGATE WILLIAM CRAIG ·9,677 shr
Award · COOPER KERRY WHORTON ·9,677 shr
Award · NIGGLI MICHAEL R ·9,677 shr
Award · WILSON BENJAMIN FRANCIS ·9,677 shr
Award · FLEXON ROBERT C ·15,053 shr
Award · HERNANDEZ CARLOS M. ·9,677 shr
Award · BAHRI RAJAT ·9,677 shr
Award · GLICKMAN JASON M. ·152,401 shr
Sell · POPPE PATRICIA K. ·59,000 shr ·$1,007,720