PG&E Rises on Analyst Upgrades and Institutional Buys Despite 156th-Highest Volume

Pacific Gas & Electric (PCG) closed August 5, 2025, with a 0.86% gain, trading 0.70 billion shares—the 156th highest volume on the day. Analysts raised FY2025 earnings forecasts to $1.50 from $1.49, while FY2028 projections of $1.94 outpaced consensus estimates. The utility reaffirmed full-year guidance despite a Q2 EPS decline, citing expanded data-center infrastructure and a strengthened project pipeline.

Positive momentum stemmed from sustainability milestones, including exceeding methane reduction targets ahead of schedule and setting 2030 goals. The company also allocated $400,000 in resilience-hub grants to enhance climate preparedness. Zacks Research highlighted PCG’s strong value stock profile, while Seaport Res Ptn cited long-term earnings growth potential. Institutional investors, including TD Asset Management and Assetmark Inc., increased holdings, reflecting confidence in the stock’s fundamentals.

Short-term challenges persisted as Q2 results revealed year-over-year EPS contraction, raising concerns among near-term investors. However, the company emphasized stable operations and progress on decarbonization initiatives. Institutional purchases and analyst upgrades suggest underlying confidence in PCG’s long-term trajectory, balancing immediate earnings pressures with strategic growth and sustainability commitments.

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