Multi-Utilities

Dominion Energy

Disney

Conference Minutes

01913

SBDS

CVAC

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

PRADA

Solo Brands

Dayforce

Ashland

Citigroup

CureVac BV

NextDecade

Ameriprise Financial

PAR Tech

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

Financial Analysis

Hello everyone, I am Dolphin Research! $Disney(DIS.US) released its fiscal year 2025 fourth quarter (CY25Q3) earnings before the U.S. stock market opened on November 12th, Eastern Time. The third-quarter performance slightly missed expectations overall, with revenue under pressure, especially in the theme parks, which contribute the most to earnings, as the delayed competitive impact has become apparent. Although the company's profitability was slightly better and it maintained its relatively positive guidance for 2026 without adjustments, the market seems to lack confidence. Specifically: 1. DTC net user growth rebounded beyond expectations: Fourth-quarter streaming user growth continued to rebound...

Espey Mfg. & Electronics

Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?

Dominion Energy CEO expects S&P to upgrade rating at market close

NextEra Energy and Dominion Energy Agree to All-Stock Merger to Create World's Largest Regulated Utility

Dynegy Submits Comprehensive Settlement Agreement

Dominion Energy Director Pamela Royal Buys Company Shares

Analysts Estimate and Rate Dominion Energy Stock

Dominion Energy released FY2026 Q1 earnings on May 1 During-Market (EST), actual revenue USD 5.019 B (forecast USD 4.424 B), actual EPS USD 0.6888 (forecast USD 0.924)

Dominion Energy Updates 2026 Fiscal Year Earnings Guidance

Dominion Energy to Release FY2026 Q1 Earnings on May 1 During Market Hours (EST), Forecast Revenue USD 4.424 B, EPS USD 0.924

US Bank Securities Analyst Reiterates Dominion Energy's Hold Rating

TD Cowen Raises Dominion Energy's Target Price to $69

Dominion Energy Announces 2025 Earnings and Five-Year Capital Expenditure Plan

Dominion Energy released FY2025 Q4 earnings on February 23 During-Market (EST), actual revenue USD 4.093 B (forecast USD 3.722 B), actual EPS USD 0.6437 (forecast USD 0.6531)

Dominion Energy released FY2025 earnings on February 23 During-Market (EST), actual revenue USD 16.51 B (forecast USD 15.97 B), actual EPS USD 3.4536 (forecast USD 3.47)

Dominion Energy Reports Q4 Earnings Above Expectations

Dow Inc to Report Q4 Earnings on February 23, 2026

Dominion Energy to Release FY2025 Q4 Earnings on February 23, 2026 During Market Hours (EST), Forecast Revenue USD 3.722 B, EPS USD 0.6531

Duke Energy Updates Cost Estimate for Coastal Virginia Offshore Wind Project

Coastal Bridge Advisors LLC Increased Holdings in Dominion Energy in Q3

Dominion Energy Warns of Severe Operational Impact from Winter Storm

Federal Judge Considers Dominion Energy's Request to Resume Offshore Wind Project

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

InMed Pharmaceuticals

Amesite

Meiwu Tech

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

CN Energy

NextNRG

MetaVia

Generation Income Properties

Co-Diagnostics

Ordinary dividend (cash)

Ex Date: 2026.05.29 (EST), Cash dividend 0.6675 USD

NextEra's planned acquisition of Dominion Energy comes amid rising electricity costs for Americans and increased power consumption by data centers. This significant deal could reshape the energy landscape, affecting consumer electricity prices and business power supply demands.

Unusual Whales

Nextera Energy

ISHRS S&P Glb Utilities

Select Sect Spdr Util

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

NextEra bid on Dominion, citing high energy costs and data centers using more power from utilities.

Morgan Stanley reports that NextEra Energy's merger with Dominion Energy will create a $400 billion utility company, enhancing data center growth opportunities. The deal is expected to yield modest near-term earnings accretion and over 9% long-term EPS growth through 2035. NextEra shareholders will own 74.5% of the combined entity, which will have a pipeline of over 130 gigawatts of demand. Morgan Stanley maintains an overweight rating on NextEra and raises its price target to $115.

fidelity

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

NextEra, Dominion Merger Expands Data Center Growth Opportunities, Morgan Stanley Says

NextEra Energy has announced a $67 billion all-stock acquisition of Dominion, creating the world's largest regulated electric utility. This merger positions NextEra to capitalize on the growing demand for electricity, particularly from AI data centers, and is expected to accelerate its earnings growth through at least 2032. The combined company will serve over 10 million customers and enhance operational efficiency, making NextEra a leading player in renewable energy and a must-own stock for the future.

nasdaq

NVIDIA

Intel

Exxon Mobil

Chevron

S&P Global

NVIDIA Corporation

NextEra Energy's $67 Billion Dominion Acquisition Will Make It the Dominant Power Player in the AI Era and a Must-Own Energy Stock

Yesterday, Dominion Energy's stock price surged by 9.44% to close at $67.56, breaking through multiple short-term moving averages. The 5-day and 10-day moving averages both turned upward, quickly forming a short-term bullish arrangement. On the daily MACD level, the bullish signal was re-established above the zero line, indicating that buying power is not just a short-term impulse but is further increasing based on a medium-term bullish trend. In terms of trading volume, the day's transaction amount reached $2.7 billion, far exceeding the recent average level, with a remarkable influx of funds, presenting a typical right-side volume expansion pattern. On the news front, the utility sector has recently been favored by risk-averse funds. Against the backdrop of intensified selling in the global bond market and the 10-year Japanese government bond yield reaching a 30-year high, market risk aversion has increased, and utility stocks, with their high dividends and defensive attributes, have become a "safe haven" for funds. As a leading player in various utilities, Dominion Energy naturally benefits from this logic. Additionally, Goldman Sachs' latest research report points out that interest rate cut expectations continue to shift, but AI-driven productivity improvements are becoming a new macro support variable, which means an expectation of long-term operating cost improvements for capital-intensive utility companies. From a technical perspective, the current stock price has risen above the previous dense trading area around $68, which was previously a resistance zone; once effectively broken, it will turn into support. The intraday high yesterday reached $68.97, and the low was $66.45, with a fluctuation of over 3.6%, showing that after fierce competition between bulls and bears in the key area, the bulls gained the upper hand

Technical Forecast

Goldman Sachs

GS Hldg R

Pre-market trend | Dominion Energy (D) surged nearly 10% on 5/18, can the rebound continue?

NextEra Energy's acquisition of Dominion Energy for $67 billion is prompting investors to seek potential utility consolidation targets. The deal is fueled by rising electricity demand from AI data centers and the need for stronger financial positions. Analysts suggest that this may lead to further consolidations in the utility sector, with several companies identified as potential takeover candidates, including Black Hills and OGE Energy, both offering attractive dividends.

OGE Energy

Black Hills

After Next Era’s Dominion Purchase, Are These High-Yield Dividend Utilities Next?

EMLP

Oil prices have fallen as President Trump delays a planned attack on Iran to facilitate peace talks, following requests from Gulf leaders. Japan's economy shows growth, supporting potential rate hikes, while Australia's central bank considers the Iran conflict's impact on its monetary policy. U.K. unemployment has risen to 5.0%, with expectations of further increases. Additionally, NextEra and Dominion face regulatory challenges in their utility merger, and the American public's resistance to AI is growing.

MorningStar

SPDR Energy Select

First Trust North American Energy Infra Fd

Pro Ultr Bloomberg Crude Oil

iShares US Oil Equip & Svcs

Us Brent Oil

VanEck Oil Services ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Global X MLP

iShares US Oil & Gas Expl & Prod

Tortoise N Americ Pipe

ISHRS S&P Glb Engy

SPDR O&G Equip

Alerian MLP

VanEck Oil Refiners ETF

Us Natural Gas

VG Energy

Dow Jones Top Markets Headlines at 3 AM ET: Oil Falls Amid Prospects of Potential U.S.-Iran Peace Deal | Trump ...

Dominion Energy(D.US)