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研究快讯:CFRA维持对Wec Energy Group, Inc.股票的持有评级。

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将WEC未来12个月的目标股价上调2美元至124美元,基于我们对WEC未来12个月每股收益(EPS)5.67美元的21.8倍市盈率,该市盈率接近同业公用事业公司,并高于WEC三年(20.1倍)和五年(21.2倍)的预期市盈率。我们将WEC 2026年的每股收益预期上调0.01美元至5.60美元,并将2027年的每股收益预期下调0.02美元至6.00美元。WEC公布了稳健的第一季度业绩,调整后每股收益同比增长7.9%,超出市场预期6.5%;营收增长9.0%至34.3亿美元(超出市场预期0.5%),主要得益于更高的费率和适度的销量增长。WEC重申了2026年的业绩指引,并维持了长期业绩指引不变。 WEC预计,在新建数据中心、制造工厂和其他大负荷客户的推动下,其电力销售增长将在2027年前后加速。我们预计,2025年至2028年期间,WEC的每股收益和股息复合年增长率分别约为7.3%和6.8%,均极具竞争力。我们维持“持有”评级,因为我们认为WEC的估值已反映了其近期具有竞争力的每股收益和股息增长潜力,短期内上涨空间有限。

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