Latest revenue
$1.13B
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $16.91B
- Enterprise value
- $16.91B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $451.28
- 52-wk low
- $239.20
- Beta
- —
- Shares out
- 45.4M
5-year trend
What this company does
ITEM 1. BUSINESS Talen is a leading independent power producer and energy infrastructure company dedicated to powering the future. We own and operate approximately 13.1 GW of power infrastructure in the United States, including 2.2 GW of nuclear power and a significant dispatchable fossil fleet. We produce and sell electricity, capacity, and ancillary services into wholesale U.S. power markets, with our generation fleet principally located in the Mid-Atlantic, Ohio, and Montana. Our team is committed to generating power safely and reliably and delivering the most value per megawatt produced. Talen is also powering the digital infrastructure revolution. We are well-positioned to serve this…
AI summary unavailable — showing raw filing excerpt
Generated from TLN's filing dated 2026-02-26
Key risks
ITEM 1A. RISK FACTORS You should carefully read and consider all the risks and uncertainties described below, as well as the other information included in this Report, including the Annual Financial Statements. Although we believe the following discussion includes the key risks affecting our business, new risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on our business. The occurrence of any of the following risks, or additional risks and uncertainties not presently known to us or that we currently believe to be immaterial, could materially and adversely affect our business, financial condition,…
AI summary unavailable — showing raw filing excerpt
Generated from TLN's filing dated 2026-02-26
Profitability
Operating margin
-3.5%
132.6%Net margin
-8.5%
118.0%Return on equity
-20.0%
127.8%Return on assets
-2.0%
112.3%Leverage
Debt / equity
8.98×
163.9%Long-term debt / equity
6.20×
188.1%Debt / assets
90.0%
16.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.13B | +189.5% | — | — | — |
Q4 2025 2025-12-31 | $749.0M | +60.4% | $-165.0M | -301.2% | -22.0% |
Q3 2025 2025-09-30 | $812.0M | +24.9% | $144.0M | -14.3% | 17.7% |
Q2 2025 2025-06-30 | $630.0M | +28.8% | $-63.0M | -113.9% | -10.0% |
Q1 2025 2025-03-31 | $390.0M | -23.4% | $-135.0M | -145.9% | -34.6% |
Q4 2024 2024-12-31 | $467.0M | — | $82.0M | — | 17.6% |
Q3 2024 2024-09-30 | $650.0M | +26.0% | $168.0M | — | 25.8% |
Q2 2024 2024-06-30 | $489.0M | — | $454.0M | — | 92.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Electric Services · SIC 4911
Your notes
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Insider activity
Insider buying
$0
Insider selling
$114.1M
Net activity
−$114.1M
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns TLN
Institutional value
$6.15B
Total shares held
19.4M
Distinct holders
349
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $1.31B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $669.2M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $653.3M | — | New |
| 4 | REAVES W H & CO INC | 1.5M | $482.3M | — | New |
| 5 | Invesco Ltd. | 963.6K | $307.6M | — | New |
| 6 | Capital World Investors | 775.0K | $247.4M | — | New |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 525.2K | $167.7M | — | New |
| 8 | Attestor Capital Ltd | 479.9K | $153.2M | — | New |
| 9 | YACKTMAN ASSET MANAGEMENT LP | 359.9K | $114.9M | — | New |
| 10 | Pictet Asset Management Holding SA | 334.4K | $106.7M | — | New |
| 11 | Capital Research Global Investors | 322.5K | $103.0M | — | New |
| 12 | UBS Group AG | 308.7K | $98.6M | — | New |
| 13 | Clearbridge Investments, LLC | 302.0K | $96.4M | — | New |
| 14 | Bank of New York Mellon Corp | 300.6K | $96.0M | — | New |
| 15 | VANGUARD FIDUCIARY TRUST CO | 284.0K | $90.7M | — | New |
| 16 | Allspring Global Investments Holdings, LLC | 257.4K | $84.5M | — | New |
| 17 | Glendon Capital Management LP | 257.0K | $82.0M | — | New |
| 18 | JENNISON ASSOCIATES LLC | 220.6K | $70.4M | — | New |
| 19 | Artemis Investment Management LLP | 191.3K | $61.1M | — | New |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 183.0K | $58.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once TLN's latest filing finishes processing.