Our Outlook for Utilities Stocks
Fast-approaching environmental regulation could reshape the utilities sector.
Quarter-End Insights
Mentioned: International Power PLC (IPR)
, National Grid PLC (NG.)
, American Water Works Co Inc (AWK)
, TransAlta Corp (TAC)
, American Electric Power Co Inc (AEP)
, Dynegy Inc (DYNIQ)
, National Fuel Gas Co (NFG)
, Piedmont Natural Gas Co Inc (PNY)
, EnerNOC Inc (ENOC)
, Dominion Energy Inc (D)
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- Environmental regulation talk will accelerate this quarter as more rules are finalized and utilities plan their compliance strategy.
- Regulated utilities continue to outperform the market and still look rich given slowing growth and potential interest-rate headwinds.
- Regulators' rulings in five pending merger and acquisition deals representing $33 billion of combined equity value will provide a good judge of the regulatory environment.
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Travis Miller does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.