FE FIRSTENERGY CORP

NEUTRAL Impact: 4/10 S-3
Horizon weeks Filed May 29, 2026 Processed 14d 15h ago SEC 0001193125-26-248378
Shelf registration — potential dilution
Latest settled — T+5d
FE ▲ +2.30% at T+5d
NEUTRAL call ✓ call won +2.30% · α vs SPY +5.05% · entry $45.38 → $46.42
Next anchor: T+20d in 16d
Currently $47.03 · +3.65% from $45.38 entry
Entry anchored
May 29, 2026
via day open
T+1d
-0.20%
call -0.20% · α -0.34%
$45.29
settled 12d ago
T+5d
+2.30%
call +2.30% · α +5.05%
$46.42
settled 8d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

FirstEnergy Corp. filed a universal shelf registration statement on Form S-3 on May 29, 2026, registering up to $3,000,000,000 in debt securities, common stock, preferred stock, depositary shares, warrants, rights, purchase contracts, and units. The filing is a routine capital markets access mechanism — no immediate offering is announced, and proceeds are stated for general corporate purposes including capital expenditures, acquisitions, and refinancing. The shelf provides financial flexibility but introduces potential future dilution risk for equity holders.

Key Financial Metrics

Offering Size
$3.0B

Actionable Insight

Monitor for prospectus supplements that indicate actual takedowns under the shelf. Equity issuances would create dilution (up to ~11% of current market cap if all equity), while debt issuances would increase leverage. The shelf is a routine financing tool — no immediate trading catalyst.

Key Facts

  • Shelf registration of up to $3,000,000,000 in securities filed May 29, 2026
  • Securities may include debt, common stock, preferred stock, depositary shares, warrants, rights, purchase contracts, and units
  • No specific offering, pricing, or timing announced — prospectus supplements will follow for each issuance
  • Proceeds intended for general corporate purposes including capital expenditures, acquisitions, and refinancing
  • As of March 31, 2026, 578,431,175 common shares outstanding; no preferred shares outstanding
  • Company is a large accelerated filer with $26.7B market cap
  • Cross-filing context includes a 10-Q filed April 28, 2026 (31 days prior) — no distress signals noted

Financial Impact

Up to $3,000,000,000 in potential securities issuance; no immediate dilution or debt impact as no takedown has occurred

dilutiondebtequity

Risk Factors

  • Potential equity dilution if common stock is issued under the shelf
  • Increased leverage if debt securities are issued
  • Market may interpret shelf filing as signaling upcoming capital needs

Market Snapshot

Exchange
NYSE
Sector
Electric Services
Analyst Consensus
62% bullish (26 analysts)

Documents Analyzed

This report is based on 9 SEC documents filed with EDGAR.

DocumentAccession Number
S-3 Filing (Primary)0001193125-26-248378
Document: d57576dex25.htm0001193125-26-248378
Document: d57576dexfilingfees.htm0001193125-26-248378
Document: d57576dex5b.htm0001193125-26-248378
Document: d57576dex5a.htm0001193125-26-248378
Document: d57576dex23a.htm0001193125-26-248378
Document: 0001193125-26-248378-index-headers.html0001193125-26-248378
Document: 0001193125-26-248378-index.html0001193125-26-248378
Document: 0001193125-26-248378.txt0001193125-26-248378
7 reports for FE
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FE — sortable, filterable
Type Now
Jun 8, 2026
4d ago
S-3/A
NEUTRAL ★ 3/10
$45.72 awaiting T+5awaiting T+5$47.03 (+2.87%)
Jun 1, 2026
12d ago
8-K
NEUTRAL ★ 4/10
$45.38 $46.42▲ +2.30%▲ +5.05%$47.03 (+3.65%)
May 29, 2026
14d ago
S-3
NEUTRAL ★ 4/10
$45.38 $46.42▲ +2.30%▲ +5.05%$47.03 (+3.65%)
May 20, 2026
23d ago
8-K
NEUTRAL ★ 4/10
$45.48 $46.39▲ +1.99%▲ +0.14%$47.03 (+3.40%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$48.92 $45.46▼ −7.08%▼ −10.19%$47.03 (−3.86%)
Apr 1, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$51.32 $51.43▲ +0.22%▼ −3.40%$47.03 (−8.35%)
Mar 10, 2026
13w ago
Insider Cluster
BEARISH ★ 6/10
$50.66 $51.19▼ −1.05%▼ −1.95%$47.03 (+7.16%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (49h 28m)

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