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OGE Energy Corp.'s 2025 Financial Report and Future Projections

OGE Energy Corp. (NYSE: OGE), the parent company of the Oklahoma Gas and Electric Company (OG&E), published its financial results for the year ending 2025, revealing notable growth in earnings compared to the previous year. The company reported earnings of $2.32 per diluted share for 2025, an increase from $2.19 per diluted share in 2024.

Key Financial Highlights

For 2025, OG&E contributed earnings of $2.47 per diluted share, up from $2.33 per diluted share in 2024, showcasing the regulated electric company's capacity to generate revenue effectively despite challenging market conditions. However, the other operations segment, which includes the holding company, reported a loss of $0.15 per diluted share in 2025, slightly worse than the $0.14 loss from the previous year.

Sean Trauschke, Chairman, President, and CEO of OGE Energy Corp., expressed pride in the company’s achievements, stating, “Our momentum in 2025 delivered strong results that reflect our disciplined approach and commitment to providing reliable electricity at low rates for our customers.” He further emphasized that the company is poised for continued growth into 2026 and beyond, indicating a focus on building a sustainable energy future while maintaining community support.

Detailed 2025 Results

OGE Energy reported a net income of $499.8 million, translating to $2.47 per diluted share. This represents an increase from the $469.9 million net income or $2.33 per diluted share recorded in the prior year. The spike in earnings was mainly attributed to an uptick in operating revenue due to the recovery of capital investments and substantial load growth, albeit partially offset by increased depreciation costs and interest expenses on the expanding asset base.

Conversely, the other operations sector incurred a net loss of $29.1 million, which is an increase from $28.4 million in 2024. This escalated loss was due to heightened interest expenses, despite a one-time benefit linked to legacy midstream operations.

Fourth Quarter Performance

In the fourth quarter of 2025, OGE Energy's net income reached $69.2 million, or $0.34 per diluted share, which indicates a drop from $101.9 million or $0.50 per diluted share in Q4 of 2024. This decline was primarily driven by the recognition of an interim order related to the Oklahoma rate review settlement and rising operational and maintenance costs. Nevertheless, the company benefited from robust load growth combined with lower income taxes and interest expenses.

2026 Earnings Forecast

Looking ahead, OG&E anticipates a solid outlook for 2026, projecting consolidated earnings in the range of $2.38 to $2.48 per average diluted share, with a midpoint guidance of $2.43. Specifically, earnings for OG&E are estimated at $2.57 per average diluted share, although the holding company is expected to face a loss of $0.14 per share. Overall, OGE is aiming for an annual growth rate of consolidated earnings per share between 5% and 7% throughout the duration of the guidance.

This forecast is predicated on various factors, including an average of 207.3 million diluted shares outstanding and typical weather conditions throughout the upcoming year. Notably, the company’s earnings tend to experience significant seasonal variations depending on weather patterns.

Dividend Announcement

Additionally, on February 17, 2026, the Board of Directors declared a second quarter dividend of $0.425 per common share, with payment scheduled for April 24, 2026. Stockholders on record as of April 6, 2026, will be eligible for this dividend, reflecting OGE's commitment to returning value to its shareholders even amid fluctuating market conditions.

Conclusion

OGE Energy Corp.'s accomplishments in 2025 lay a strong foundation for the future as the company continues its strategic focus on sustainable growth, operational efficiency, and community engagement. As it navigates the complexities of the energy sector, OGE remains dedicated to delivering value to its customers and stakeholders alike. Investors and analysts are advised to stay tuned for upcoming discussions during the earnings update conference call scheduled for February 18, 2026.