Capital Plan And Load GrowthThe capital plan update underscores a material uptick in FERC-related CapEx, intended to enable anticipated beneficial load growth.
Dividend And Investment Grade UpgradeShares of PCG are seen at a deep discount despite top-tier EPS and rate base growth, with several potential catalysts for multiple expansion, including an upgrade to investment grade and a growing dividend yield.
Earnings And Financial PerformanceManagement continues to execute on its 'simple, affordable model', delivering 3Q25 results above consensus estimates and affirming their long-term targets.