TLN
Talen Energy Corp
$364.74
-3.53%
$16.6B
No data for this timeframe.
Vol
Market Cap$16.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders10 funds
Inst. Value$2.7B
Inst. Activity3 buys / 2 sells
Reddit Sentiment36° Cool
SEC Reports4
Press Releases2
Recent Activity
Jun 1, 2026
Press
Talen Energy received the final regulatory clearances (FERC and Indiana Utility Regulatory Commission) for its acquisiti
Impact 6/10
Jun 1, 2026
m_and_a
Talen Energy Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby Acquisition
<p>HOUSTON, June 01, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (
May 22, 2026
Insider
Hyde Karen T sold 1,530 shares
Director @ $324.21 ($496.0K)
May 22, 2026
Insider
Hyde Karen T sold 4,133 shares
Director @ $0.00 ($0.00)
May 22, 2026
Insider
Horton Anthony R sold 4,133 shares
Director @ $0.00 ($0.00)
May 21, 2026
SEC
Talen Energy Supply, LLC repriced its $846M Initial Term B Facility (extending maturity from May 2030 to Nov 2032), its
8-K — Impact 5/10
Apr 17, 2026
SEC
Talen Energy subsidiary priced $4 billion in private placement senior notes ($1.5B due 2031 at 6.125% and $2.5B due 2033
8-K — Impact 6/10
Mar 19, 2026
SEC
Talen Energy Corp (TLN) has filed a definitive proxy statement (DEFA14A) related to a shareholder vote. The filing is su
DEFA14A — Impact 3/10
Price Targets
$474.10
+30.0% upside
Strong Buy
Current $364.74
Low $388.56
Median $475.00
High $595.00
15 analysts
$388.56
$595.00
Analyst Ratings
6Strong Buy
15Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 21, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Mar 19, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Feb 11, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.57 ▼ -5.9% | $3.28 — $3.86 | 432% YoY | 2 |
| Next Q | $8.94 ▼ -5.7% | $8.94 — $8.94 | 171% YoY | 1 |
| Current FY | $23.79 ▲ +16.5% | $21.38 — $26.20 | 163% YoY | 2 |
| Next FY | $35.55 ▲ +11.3% | $32.50 — $38.60 | 49% YoY | 2 |
Latest Reports
BULLISH
Press
6/10
Talen Energy received the final regulatory clearances (FERC and Indiana Utility Regulatory Commission) for its acquisiti
Jun 1, 2026
BULLISH
8-K
5/10
Talen Energy Supply, LLC repriced its $846M Initial Term B Facility (extending maturity from May 2030 to Nov 2032), its
May 21, 2026
MIXED
8-K
6/10
Talen Energy subsidiary priced $4 billion in private placement senior notes ($1.5B due 2031 at 6.125% and $2.5B due 2033
Apr 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.7B | — |
| FMR LLC | $241.9M | TRIM |
| NORGES BANK | $225.9M | NEW |
| MORGAN STANLEY | $164.0M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $138.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Hyde Karen | D | $496.0K |
| May 22, 2026 | Hyde Karen | M | $0.00 |
| May 22, 2026 | Horton Anthony | M | $0.00 |
| May 22, 2026 | Horton Anthony | M | $0.00 |
| May 22, 2026 | Morice Christopher | M | $0.00 |
Reddit Sentiment
36°
Cool
Bearish
Neutral
Bullish
10 institutional holders with $2.7B total value (7,148,199 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,457,654 | $1.7B | 62.4% | — |
| 2 | FMR LLC | 645,353 | $241.9M | 9.0% | TRIM -44.5% |
| 3 | NORGES BANK | 602,736 | $225.9M | 8.4% | NEW |
| 4 | MORGAN STANLEY | 437,423 | $164.0M | 6.1% | ADD +38.9% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 369,098 | $138.4M | 5.2% | NEW |
| 6 | YACKTMAN ASSET MANAGEMENT LP | 360,000 | $134.9M | 5.0% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 161,851 | $60.7M | 2.3% | TRIM -50.9% |
| 8 | TWO SIGMA INVESTMENTS, LP | 67,219 | $25.2M | 0.9% | TRIM -72.4% |
| 9 | WELLS FARGO & COMPANY/MN | 28,365 | $10.6M | 0.4% | ADD +40.2% |
| 10 | Fund 1 Investments, LLC | 18,500 | $6.9M | 0.3% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 1,161,754 | 645,353 | -44.5% | $241.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 602,736 | — | $225.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 243,707 | 67,219 | -72.4% | $25.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 20,229 | 28,365 | +40.2% | $10.6M | 2025-Q4 |
| Fund 1 Investments, LLC | NEW | — | 18,500 | — | $6.9M | 2025-Q4 |
| FMR LLC | DOUBLED | 93,818 | 1,161,754 | +1138.3% | $494.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 404,294 | 243,707 | -39.7% | $103.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 274,665 | 134,828 | -50.9% | $57.4M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 7,360 | 20,229 | +174.9% | $8.6M | 2025-Q3 |
| NORGES BANK | EXIT | 578,424 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 578,424 | — | $168.2M | 2025-Q2 |
| MORGAN STANLEY | ADD | 343,791 | 477,577 | +38.9% | $138.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 11,801 | 404,294 | +3325.9% | $117.6M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 182,644 | 274,665 | +50.4% | $79.9M | 2025-Q2 |
| UBS Group AG | TRIM | 209,997 | 136,955 | -34.8% | $39.8M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 3,668 | 7,360 | +100.7% | $2.1M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 683,960 | 343,791 | -49.7% | $68.6M | 2025-Q1 |
| UBS Group AG | DOUBLED | 91,535 | 209,997 | +129.4% | $41.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 141,400 | 186,001 | +31.5% | $37.1M | 2025-Q1 |
| FMR LLC | TRIM | 199,283 | 93,811 | -52.9% | $18.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 107,664 | 11,801 | -89.0% | $2.4M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 2,925 | 3,668 | +25.4% | $732.4K | 2025-Q1 |
| NORGES BANK | EXIT | 13,992 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 167,234 | 683,960 | +309.0% | $137.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 188,705 | 141,400 | -25.1% | $28.5M | 2024-Q4 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Hyde Karen T | Director | D | 1,530 | $324.21 | $496.0K |
| May 22, 2026 | Hyde Karen T | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | Horton Anthony R | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | Horton Anthony R | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | Morice Christopher E | Chief Commercial Officer | M | 153,527 | $0.00 | $0.00 |
| May 22, 2026 | Lebsack Dale E Jr. | Chief Asset Dev. Officer | M | 17,946 | $0.00 | $0.00 |
| May 22, 2026 | Muller Cole | Chief Financial Officer | M | 5,270 | $0.00 | $0.00 |
| May 22, 2026 | Casulli Edward T. | SVP & Chief Nuclear Officer | F | 2,774 | $324.21 | $899.4K |
| May 22, 2026 | ABBAS GIZMAN I | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | ABBAS GIZMAN I | Director | D | 1,530 | $324.21 | $496.0K |
| May 22, 2026 | ABBAS GIZMAN I | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | Olagues Darren J | Chief Development Officer | F | 2,911 | $324.21 | $943.8K |
| May 22, 2026 | SCHAEFER STEPHEN | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | SCHAEFER STEPHEN | Director | D | 6,789 | $324.21 | $2.2M |
| May 22, 2026 | SCHAEFER STEPHEN | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | SCHAEFER STEPHEN | Director | M | 45,873 | $0.00 | $0.00 |
| May 22, 2026 | Nutt Terry L | President | F | 35,741 | $324.21 | $11.6M |
| May 22, 2026 | Olagues Darren J | Chief Development Officer | M | 7,395 | $0.00 | $0.00 |
| May 22, 2026 | Olagues Darren J | Chief Development Officer | M | 18,487 | $0.00 | $0.00 |
| May 22, 2026 | Nutt Terry L | President | M | 90,826 | $0.00 | $0.00 |
| May 22, 2026 | Nutt Terry L | President | M | 227,064 | $0.00 | $0.00 |
| May 22, 2026 | Plagens Anthony J | SVP & Chief Accounting Officer | M | 2,267 | $0.00 | $0.00 |
| May 22, 2026 | Plagens Anthony J | SVP & Chief Accounting Officer | F | 2,231 | $324.21 | $723.3K |
| May 22, 2026 | Plagens Anthony J | SVP & Chief Accounting Officer | M | 5,668 | $0.00 | $0.00 |
| May 22, 2026 | Plagens Anthony J | SVP & Chief Accounting Officer | M | 8,502 | $0.00 | $0.00 |
| May 22, 2026 | Casulli Edward T. | SVP & Chief Nuclear Officer | M | 2,550 | $0.00 | $0.00 |
| May 22, 2026 | Casulli Edward T. | SVP & Chief Nuclear Officer | M | 6,376 | $0.00 | $0.00 |
| May 22, 2026 | Casulli Edward T. | SVP & Chief Nuclear Officer | M | 9,564 | $0.00 | $0.00 |
| May 22, 2026 | Muller Cole | Chief Financial Officer | F | 27,339 | $324.21 | $8.9M |
| May 22, 2026 | Muller Cole | Chief Financial Officer | M | 13,176 | $0.00 | $0.00 |
| May 22, 2026 | Muller Cole | Chief Financial Officer | M | 143,979 | $0.00 | $0.00 |
| May 22, 2026 | Morice Christopher E | Chief Commercial Officer | M | 5,620 | $0.00 | $0.00 |
| May 22, 2026 | Morice Christopher E | Chief Commercial Officer | F | 26,378 | $324.21 | $8.6M |
| May 22, 2026 | Morice Christopher E | Chief Commercial Officer | M | 14,050 | $0.00 | $0.00 |
| May 22, 2026 | Lebsack Dale E Jr. | Chief Asset Dev. Officer | M | 7,178 | $0.00 | $0.00 |
| May 22, 2026 | Lebsack Dale E Jr. | Chief Asset Dev. Officer | F | 33,692 | $324.21 | $10.9M |
| May 22, 2026 | Lebsack Dale E Jr. | Chief Asset Dev. Officer | M | 196,100 | $0.00 | $0.00 |
| May 22, 2026 | Wright Andrew M | Chief Administrative Officer | M | 8,010 | $0.00 | $0.00 |
| May 22, 2026 | Wright Andrew M | Chief Administrative Officer | F | 37,594 | $324.21 | $12.2M |
| May 22, 2026 | Wright Andrew M | Chief Administrative Officer | M | 20,024 | $0.00 | $0.00 |
| May 22, 2026 | Wright Andrew M | Chief Administrative Officer | M | 218,808 | $0.00 | $0.00 |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | M | 8,312 | $0.00 | $0.00 |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | F | 43,047 | $324.21 | $14.0M |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | M | 20,780 | $0.00 | $0.00 |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | M | 227,064 | $0.00 | $0.00 |
| May 22, 2026 | McFarland Mark Allen | Chief Executive Officer | M | 29,752 | $0.00 | $0.00 |
| May 22, 2026 | McFarland Mark Allen | Chief Executive Officer | F | 139,641 | $324.21 | $45.3M |
| May 22, 2026 | Schwartzstein Christine Benson | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | Schwartzstein Christine Benson | Director | M | 4,133 | $0.00 | $0.00 |
| May 22, 2026 | McFarland Mark Allen | Chief Executive Officer | M | 74,381 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH
8-K
5/10
Talen Energy Supply, LLC repriced its $846M Initial Term B Facility (extending maturity from May 203
May 21, 2026
MIXED
8-K
6/10
Talen Energy subsidiary priced $4 billion in private placement senior notes ($1.5B due 2031 at 6.125
Apr 17, 2026
NEUTRAL
DEFA14A
3/10
Talen Energy Corp (TLN) has filed a definitive proxy statement (DEFA14A) related to a shareholder vo
Mar 19, 2026
MIXED
INST-CLUSTER
6/10
Institutional activity in Talen Energy Corp (TLN) during 2025-Q4 shows a mixed signal: sovereign wea
Feb 28, 2026
Current analyst consensus: Strong Buy (91% buy). Based on 23 analysts: 6 strong buy, 15 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$474.10 mean target
+30.0% upside
Strong Buy (1.50)
$388.56 Low
$595.00 High
| Metric | Value |
|---|---|
| Current Price | $364.74 |
| Target Low | $388.56 |
| Target Mean | $474.10 |
| Target Median | $475.00 |
| Target High | $595.00 |
| # Analysts | 15 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.57 | $3.28 | $3.86 | 432.0% | -5.9% | 2↑ 0↓ | $0.8B | 20.4% | 2 |
| Next Q 2026-09-30 |
$8.94 | $8.94 | $8.94 | 171.4% | -5.7% | 0↑ 2↓ | $1.5B | 83.1% | 1 |
| Current FY 2026-12-31 |
$23.79 | $21.38 | $26.20 | 162.6% | +16.5% | 2↑ 0↓ | $4.2B | 63.6% | 2 |
| Next FY 2027-12-31 |
$35.55 | $32.50 | $38.60 | 49.4% | +11.3% | 2↑ 0↓ | $4.7B | 10.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.570 | |
| 7d ago | $3.795 | -0.225 |
| 30d ago | $3.795 | -0.225 |
| 60d ago | $3.307 | +0.263 |
| 90d ago | $3.930 | -0.360 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 21, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 19, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 11, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 20, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 16, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 9, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| Apr 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% | |
| Jan 1, 2026 | 6 | 14 | 2 | 0 | 0 | 91% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
36°
Cool
Bearish
Neutral
Bullish
3 mentions
0 bullish
2 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 29, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 7, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 1, 2026
m_and_a
Talen Energy Receives Regulatory Clearances for Lawrenceburg, Waterford and Darby Acquisition
<p>HOUSTON, June 01, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (<a href="https://www.globenewswire.com/Tracker?dat
May 11, 2026
dark_pool
Dark Pool: TLN — 1.2M shares, 42,036 trades
Week starting 2026-05-11. Total ATS volume: 1,155,188 shares across 42,036 trades.
May 5, 2026
earnings
Talen Energy Reports First Quarter 2026 Results, Reaffirms 2026 Guidance
<p><strong>Earnings Release Highlights</strong></p>
May 5, 2026
earnings_calendar
TLN Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: TLN — 1.1M shares, 47,694 trades
Week starting 2026-05-04. Total ATS volume: 1,137,199 shares across 47,694 trades.
Apr 27, 2026
dark_pool
Dark Pool: TLN — 0.8M shares, 34,527 trades
Week starting 2026-04-27. Total ATS volume: 773,119 shares across 34,527 trades.
Apr 20, 2026
dark_pool
Dark Pool: TLN — 0.9M shares, 34,860 trades
Week starting 2026-04-20. Total ATS volume: 935,465 shares across 34,860 trades.
Apr 17, 2026
m_and_a
Talen Energy Announces Pricing of Senior Notes
<p>HOUSTON, April 17, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“TEC,” “we,” or “our”) (<a href="https://www.globenewswire.com/Tracker?data
Apr 13, 2026
dark_pool
Dark Pool: TLN — 1.3M shares, 43,438 trades
Week starting 2026-04-13. Total ATS volume: 1,275,014 shares across 43,438 trades.
Apr 6, 2026
dark_pool
Dark Pool: TLN — 0.9M shares, 33,497 trades
Week starting 2026-04-06. Total ATS volume: 860,560 shares across 33,497 trades.
Mar 30, 2026
dark_pool
Dark Pool: TLN — 0.7M shares, 23,845 trades
Week starting 2026-03-30. Total ATS volume: 678,117 shares across 23,845 trades.
Mar 23, 2026
dark_pool
Dark Pool: TLN — 0.7M shares, 28,098 trades
Week starting 2026-03-23. Total ATS volume: 679,994 shares across 28,098 trades.
Mar 16, 2026
dark_pool
Dark Pool: TLN — 1.0M shares, 30,486 trades
Week starting 2026-03-16. Total ATS volume: 996,960 shares across 30,486 trades.
Mar 9, 2026
dark_pool
Dark Pool: TLN — 1.0M shares, 35,792 trades
Week starting 2026-03-09. Total ATS volume: 1,043,241 shares across 35,792 trades.
Mar 2, 2026
dark_pool
Dark Pool: TLN — 1.2M shares, 40,261 trades
Week starting 2026-03-02. Total ATS volume: 1,242,148 shares across 40,261 trades.