Jones Financial Companies Lllp Has $2.63 Million Position in WEC Energy Group, Inc. $WEC

Jones Financial Companies Lllp boosted its holdings in WEC Energy Group, Inc. (NYSE:WEC) by 38.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,251 shares of the utilities provider’s stock after buying an additional 6,421 shares during the quarter. Jones Financial Companies Lllp’s holdings in WEC Energy Group were worth $2,625,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Mediolanum International Funds Ltd increased its position in WEC Energy Group by 1,184.8% in the 3rd quarter. Mediolanum International Funds Ltd now owns 192,695 shares of the utilities provider’s stock valued at $22,010,000 after acquiring an additional 177,697 shares during the period. Independent Advisor Alliance increased its holdings in WEC Energy Group by 9.3% in the third quarter. Independent Advisor Alliance now owns 25,122 shares of the utilities provider’s stock valued at $2,879,000 after purchasing an additional 2,138 shares during the period. CWS Financial Advisors LLC increased its holdings in WEC Energy Group by 21.5% in the third quarter. CWS Financial Advisors LLC now owns 4,195 shares of the utilities provider’s stock valued at $481,000 after purchasing an additional 743 shares during the period. Frank Rimerman Advisors LLC raised its position in WEC Energy Group by 23.8% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 3,621 shares of the utilities provider’s stock worth $415,000 after purchasing an additional 695 shares during the last quarter. Finally, National Pension Service lifted its holdings in WEC Energy Group by 0.8% during the 3rd quarter. National Pension Service now owns 370,999 shares of the utilities provider’s stock worth $42,513,000 after buying an additional 2,777 shares during the period. 77.20% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

WEC has been the subject of several recent research reports. UBS Group set a $116.00 price target on WEC Energy Group in a research note on Wednesday, December 31st. TD Cowen assumed coverage on shares of WEC Energy Group in a research report on Thursday, October 16th. They set a “hold” rating and a $125.00 target price for the company. Bank of America dropped their price target on shares of WEC Energy Group from $122.00 to $116.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 31st. BTIG Research reaffirmed a “buy” rating and issued a $135.00 price objective on shares of WEC Energy Group in a research note on Friday, January 30th. Finally, Jefferies Financial Group decreased their price objective on shares of WEC Energy Group from $124.00 to $121.00 and set a “hold” rating for the company in a research report on Wednesday, January 28th. Eight research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $120.13.

WEC Energy Group Stock Performance

Shares of WEC opened at $111.53 on Monday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.59 and a quick ratio of 0.44. The stock has a 50-day moving average of $107.07 and a 200-day moving average of $109.73. The company has a market cap of $36.28 billion, a PE ratio of 23.09, a P/E/G ratio of 2.68 and a beta of 0.58. WEC Energy Group, Inc. has a one year low of $99.89 and a one year high of $118.18.

WEC Energy Group (NYSE:WEC) last posted its quarterly earnings results on Thursday, February 5th. The utilities provider reported $1.42 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.03. WEC Energy Group had a return on equity of 12.40% and a net margin of 15.90%.The business had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.19 billion. During the same period in the prior year, the business earned $1.43 EPS. The firm’s revenue for the quarter was down 8.8% on a year-over-year basis. WEC Energy Group has set its FY 2026 guidance at 5.510-5.610 EPS. On average, equities research analysts predict that WEC Energy Group, Inc. will post 5.23 EPS for the current fiscal year.

WEC Energy Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Shareholders of record on Friday, February 13th will be paid a dividend of $0.9525 per share. This is an increase from WEC Energy Group’s previous quarterly dividend of $0.89. The ex-dividend date is Friday, February 13th. This represents a $3.81 dividend on an annualized basis and a yield of 3.4%. WEC Energy Group’s dividend payout ratio (DPR) is presently 78.88%.

Key Stories Impacting WEC Energy Group

Here are the key news stories impacting WEC Energy Group this week:

• Positive Sentiment: Q4 results beat expectations — WEC reported $1.42 EPS and revenue above forecasts, and management said it will add more renewable assets as part of growth plans. WEC Energy Beats Q4 Earnings Estimates, to Add More Renewable Assets
• Positive Sentiment: Analyst upgrade/target lift — Mizuho raised its price target to $121 and put an “outperform” rating on WEC, signaling analyst confidence in the company’s growth path. WEC price target raised by Mizuho
• Positive Sentiment: Large capital plan and long‑term growth target — WEC outlined a $37.5 billion capital plan and targets 7–8% annual EPS growth through 2030, citing rising data‑center demand and investment in renewables. This supports long‑term earnings visibility. WEC Energy outlines $37.5B capital plan and 7-8% annual EPS growth through 2030
• Neutral Sentiment: FY2026 guidance essentially in line — WEC set FY2026 EPS guidance at $5.510–$5.610, roughly centered near Street estimates but slightly below consensus midpoint, leaving limited near‑term upside from guidance alone.
• Negative Sentiment: Revenue and full‑year EPS trends show near‑term softness — quarterly revenue fell ~8.8% year‑over‑year and full‑year GAAP EPS was slightly lower than 2024, signaling demand/volume variability that may pressure short‑term sentiment. WEC Q4 earnings and revenue details WEC Energy Group posts 2025 results

About WEC Energy Group

WEC Energy Group is a Milwaukee, Wisconsin–based regulated energy holding company whose primary businesses are the generation, transmission and distribution of electricity and the distribution of natural gas. The company operates through a set of utility subsidiaries that provide bundled energy service, customer billing and energy-related programs to residential, commercial and industrial customers. As a regulated utility group, WEC’s operations focus on delivering reliable service while managing infrastructure investment and compliance with state and federal utility regulation.

Its utility subsidiaries include well-known regional operators such as We Energies and Wisconsin Public Service, along with Chicago-area natural gas utilities that were part of the Integrys Energy Group acquisition.