MGEE MGE ENERGY INC

BULLISH Impact: 6/10 8-K
Horizon days Filed May 5, 2026 Processed 1mo ago SEC 0001193125-26-205689
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
MGEE ▼ -7.86% at T+20d
LONG call ✗ call lost -7.86% · α vs SPY -12.82% · entry $80.75 → $74.40
Next anchor: T+60d in 7w
Currently $77.66 · -3.83% from $80.75 entry
Entry anchored
May 5, 12:24 PM ET
via Databento tick
T+1d
+0.06%
call +0.06% · α -1.32%
$80.80
settled 5w ago
T+5d
-8.57%
call -8.57% · α -10.55%
$73.83
settled 5w ago
T+20d
-7.86%
call -7.86% · α -12.82%
$74.40
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

Loading chart...

Executive Summary

MGE Energy reported Q1 2026 GAAP EPS of $1.32, beating the $1.13 consensus by 16.8%, with revenue of $242.7M up 10.8% YoY. Electric segment earnings grew $5.5M on renewable capital investments, while gas net income was steady. No guidance was provided.

Actionable Insight

The beat on EPS and revenue with operating leverage suggests strong execution; watch for potential guidance on the next earnings call or in the 10-Q filing for forward outlook on rate base growth and renewable project pipeline.

Key Facts

  • GAAP EPS $1.32 vs consensus $1.13 (beat by 16.8%)
  • Revenue $242.7M, up 10.8% from $219.0M YoY
  • Electric segment earnings increased $5.5M driven by renewable projects
  • Operating income $53.2M vs $52.9M YoY
  • Net income $48.5M vs $41.6M YoY (up 16.6%)
  • No guidance or outlook provided in the release

Financial Impact

EPS beat of $0.19 above consensus, revenue growth of $23.7M YoY

epsrevenueoperating incomenet income

Risk Factors

  • Weather-dependent gas and electric demand could impact future quarters
  • Regulatory rate case outcomes may affect earnings trajectory
  • Interest rate sensitivity could pressure equity valuations in the utility sector

Market Snapshot

Exchange
Nasdaq
Sector
Electric, Gas & Sanitary Services
Analyst Consensus
0% bullish (7 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-205689
Document: mgee-ex99_1.htm0001193125-26-205689
Document: 0001193125-26-205689-index-headers.html0001193125-26-205689
Document: 0001193125-26-205689-index.html0001193125-26-205689
Document: 0001193125-26-205689.txt0001193125-26-205689
8-K Data (Synthetic)0001193125-26-205689
9 reports for MGEE
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+20▲ +1.66%May 6, 2026
Filters
Rows
Reports for MGEE — sortable, filterable
Type Now
May 8, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$73.83 $75.00▲ +1.58%▲ +1.67%$77.66 (+5.19%)
May 8, 2026
5w ago
8-K
BEARISH ★ 5/10
$73.83 $75.00▼ −1.58%▼ −1.67%$77.66 (−5.19%)
May 6, 2026
5w ago
424B5
BEARISH ★ 6/10
$74.65 $74.90▼ −0.33%▲ +1.17%$77.66 (−4.03%)
May 5, 2026
5w ago
8-K
BULLISH ★ 6/10
$80.75 $73.83▼ −8.57%▼ −10.55%$77.66 (−3.83%)
Apr 23, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$80.55 $78.75▼ −2.23%▼ −3.71%$77.66 (−3.59%)
Apr 2, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$78.81 $80.77▲ +2.49%▼ −1.13%$77.66 (−1.46%)
Apr 2, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$78.81 $80.77▲ +2.49%▼ −1.13%$77.66 (−1.46%)
Feb 24, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$81.09 $81.11▲ +0.03%▲ +1.12%$77.66 (−4.23%)
Feb 24, 2026
15w ago
8-K
BULLISH ★ 7/10
$81.09 $81.11▲ +0.03%▲ +1.12%$77.66 (−4.23%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (48h 47m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access