FE FIRSTENERGY CORP

NEUTRAL Impact: 3/10 S-3/A
Horizon months Filed Jun 8, 2026 Processed 10d 11h ago SEC 0001193125-26-261805
Shelf registration amendment
Latest settled — T+5d
FE ▲ +3.11% at T+5d
NEUTRAL call ✓ call won +3.11% · α vs SPY +0.70% · entry $45.91 → $47.34
Next anchor: T+20d in 18d
Last close $46.14 (close Jun 17) · +0.50% from $45.91 entry
Entry anchored
Jun 8, 03:59 PM ET
via Databento tick
T+1d
+1.13%
call +1.13% · α +2.71%
$46.43
settled 10d ago
T+5d
+3.11%
call +3.11% · α +0.70%
$47.34
settled 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

FirstEnergy filed an S-3/A (Amendment No. 1) to register up to $3B of mixed securities (debt, common, preferred, depositary shares, warrants, rights, purchase contracts, units) for continuous or delayed offering via Rule 415. This is a routine shelf replenishment for a large-cap utility — it enables flexible future capital-raising but represents no immediate issuance, dilution, or liquidity event.

Key Financial Metrics

Offering Size
$3.0B

Actionable Insight

This filing is a shelf registration, not an immediate offering. Traders should monitor future prospectus supplements for actual takedowns — debt issuances may signal leverage changes, while equity issuances would imply dilution. With a $26.9B market cap, a $3B shelf is moderate headroom (~11% of market cap). No near-term price catalyst.

Key Facts

  • Registers up to $3,000,000,000 in securities on a delayed/continuous basis under Rule 415
  • Securities include debt (senior/subordinated/junior), common stock, preferred stock, depositary shares, warrants, rights, purchase contracts, and units
  • Proceeds to be used for general corporate purposes: financing, capex, acquisitions, asset maintenance, and refinancing existing debt
  • Common stock listed on NYSE under symbol FE; 578,431,175 shares outstanding as of March 31, 2026
  • Offering-specific pricing, terms, and distribution methods will be provided in future prospectus supplements
  • No underwriters, pricing, or specific offering size has been set — this is a shelf filing only

Financial Impact

Up to $3B aggregate principal amount of securities registered; actual issuance amount, timing, and terms will be determined at each takedown via prospectus supplement

debtdilutionleverage

Risk Factors

  • If equity securities are issued, existing shareholders face dilution
  • Increased leverage if debt securities are issued without corresponding asset growth
  • Market overhang from the shelf — the registered capacity can be drawn at management's discretion without further shareholder approval

Market Snapshot

Exchange
NYSE
Sector
Electric Services
Analyst Consensus
64% bullish (25 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
S-3/A Filing (Primary)0001193125-26-261805
Document: 0001193125-26-261805-index-headers.html0001193125-26-261805
Document: 0001193125-26-261805-index.html0001193125-26-261805
Document: 0001193125-26-261805.txt0001193125-26-261805
8 reports for FE
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FE — sortable, filterable
Type Now
Jun 16, 2026
3d ago
EFFECT
NEUTRAL ★ 3/10
$47.70 $46.14▼ −3.27%▼ −2.02%$46.14 (−3.27%)
Jun 8, 2026
10d ago
S-3/A
NEUTRAL ★ 3/10
$45.91 $46.43▲ +1.13%▲ +2.71%$46.14 (+0.50%)
Jun 1, 2026
17d ago
8-K
NEUTRAL ★ 4/10
$45.38 $45.29▼ −0.20%▼ −0.34%$46.14 (+1.68%)
May 29, 2026
20d ago
S-3
NEUTRAL ★ 4/10
$45.38 $45.29▼ −0.20%▼ −0.34%$46.14 (+1.68%)
May 20, 2026
29d ago
8-K
NEUTRAL ★ 4/10
$45.48 $46.35▲ +1.90%▲ +1.46%$46.14 (+1.45%)
Apr 28, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$48.92 $47.48▼ −2.95%▼ −3.97%$46.14 (−5.68%)
Apr 1, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$51.32 $51.02▼ −0.58%▼ −1.05%$46.14 (−10.09%)
Mar 10, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$50.66 $50.63▲ +0.06%▼ −0.04%$46.14 (+8.92%)
Showing 8 of 8

US Market Status

Market Closed — Juneteenth — Opens Mon (77h 23m)

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