TLN

Talen Energy Corp

Nasdaq · Electric Services · Inc. DE · CIK 0001622536
$360.54 +4.56% $16.4B
29 New Institutional Positions21 Institutional Exits
Vol
Market Cap$16.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders50 funds
Inst. Value$9.5B
Inst. Activity29 buys / 21 sells
Reddit Sentiment36° Cool
SEC Reports5
Press Releases2
Exchange Nasdaq·Sector Electric Services·Inc. DE·CIK 0001622536·Prev Close $344.80

Recent Activity

Jun 11, 2026 SEC
Three mega-passive institutional investors (BlackRock, State Street, Fidelity) collectively added $2.04B in TLN position
INST-CLUSTER — Impact 4/10
Jun 8, 2026 Insider
McFarland Mark Allen disposed of 260,335 shares
Chief Executive Officer
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 disposed of 1,530 shares
Director @ $324.21 ($496.0K)
May 22, 2026 Insider
Horton Anthony R acquired via exercise 4,133 shares
Director
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

Price Targets

$472.18 +31.0% upside Strong Buy
Current $360.54 Low $388.56 Median $466.50 High $595.00 14 analysts
$388.56 $595.00

Analyst Ratings

Strong Buy91% buy · 23 analysts
6Strong Buy
15Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
Rubric Capital Management LP$1.1B
VANGUARD PORTFOLIO MANAGEMENT LLC$669.2M
VANGUARD CAPITAL MANAGEMENT LLC$653.3M
LONE PINE CAPITAL LLC$580.3MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 8, 2026McFarland MarkJ$0.00
May 22, 2026Hyde KarenD$496.0K
May 22, 2026Horton AnthonyM$0.00
May 22, 2026Morice ChristopherM$0.00
May 22, 2026Lebsack DaleM$0.00

Reddit Sentiment

36°
Cool
Bearish Neutral Bullish
3 mentions 0 bullish 2 bearish
50 institutional holders with $9.5B total value (29,634,131 shares) as of 2026-Q1. Top holders: BlackRock,, Rubric, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,090,497$1.3B13.8%
2Rubric Capital Management LP3,602,171$1.1B12.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,096,199$669.2M7.1%
4VANGUARD CAPITAL MANAGEMENT LLC2,046,365$653.3M6.9%
5LONE PINE CAPITAL LLC1,817,947$580.3M6.1%ADD +40.7%
6Sachem Head Capital Management LP1,547,500$494.0M5.2%ADD +54.8%
7STATE STREET CORP1,343,015$428.7M4.5%
8FRED ALGER MANAGEMENT, LLC1,185,953$378.6M4.0%TRIM -34.3%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP1,076,900$343.8M3.6%
10Invesco Ltd.963,572$307.6M3.3%TRIM -33.1%
11Capital World Investors774,999$247.4M2.6%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP630,900$201.4M2.1%
13FMR LLC544,677$173.9M1.8%
14WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC525,214$167.7M1.8%
15CITADEL ADVISORS LLC436,100$139.2M1.5%
16MORGAN STANLEY406,498$129.8M1.4%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC396,057$126.4M1.3%
18CITADEL ADVISORS LLC390,800$124.8M1.3%
19YACKTMAN ASSET MANAGEMENT LP359,900$114.9M1.2%
20Pictet Asset Management Holding SA334,391$106.7M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
LONE PINE CAPITAL LLCADD1,292,5161,817,947+40.7%$580.3M2026-Q1
Sachem Head Capital Management LPADD1,000,0001,547,500+54.8%$494.0M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM1,804,0941,185,953-34.3%$378.6M2026-Q1
Invesco Ltd.TRIM1,441,381963,572-33.1%$307.6M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD162,788275,105+69.0%$87.8M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD138,613253,851+83.1%$81.0M2026-Q1
Artemis Investment Management LLPDOUBLED55,114191,333+247.2%$61.1M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD134,255184,399+37.3%$58.9M2026-Q1
TREMBLANT CAPITAL GROUPADD120,947157,560+30.3%$50.3M2026-Q1
Assenagon Asset Management S.A.TRIM264,193153,437-41.9%$49.0M2026-Q1
Holocene Advisors, LPNEW125,940$40.2M2026-Q1
Blackstone Inc.NEW117,539$37.5M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCDOUBLED35,25472,122+104.6%$23.0M2026-Q1
MARSHALL WACE, LLPDOUBLED24,04654,929+128.4%$17.5M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD37,60953,751+42.9%$17.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM113,07252,789-53.3%$16.9M2026-Q1
STIFEL FINANCIAL CORPADD26,62552,741+98.1%$16.8M2026-Q1
Capital International InvestorsTRIM157,91252,393-66.8%$16.7M2026-Q1
Clark Capital Management Group, Inc.ADD24,63537,593+52.6%$12.0M2026-Q1
Fund 1 Investments, LLCADD18,50035,000+89.2%$11.2M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNEAR_EXIT181,66533,851-81.4%$10.8M2026-Q1
DnB Asset Management ASDOUBLED69423,766+3324.5%$7.6M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD16,16221,052+30.3%$6.7M2026-Q1
Neuberger Berman Group LLCTRIM28,10718,389-34.6%$5.9M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDTRIM49,70018,000-63.8%$5.7M2026-Q1
16 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026McFarland Mark AllenChief Executive OfficerJ260,335
May 22, 2026Hyde Karen TDirectorD1,530$324.21$496.0K
May 22, 2026Horton Anthony RDirectorEXERCISE4,133
May 22, 2026Morice Christopher EChief Commercial OfficerEXERCISE153,527
May 22, 2026Lebsack Dale E Jr.Chief Asset Dev. OfficerEXERCISE17,946
May 22, 2026Muller ColeChief Financial OfficerEXERCISE5,270
May 22, 2026Casulli Edward T.SVP & Chief Nuclear OfficerTAX W/H2,774$324.21$899.4K
May 22, 2026ABBAS GIZMAN IDirectorEXERCISE4,133
May 22, 2026ABBAS GIZMAN IDirectorD1,530$324.21$496.0K
May 22, 2026Olagues Darren JChief Development OfficerTAX W/H2,911$324.21$943.8K
May 22, 2026SCHAEFER STEPHENDirectorEXERCISE4,133
May 22, 2026SCHAEFER STEPHENDirectorD6,789$324.21$2.2M
May 22, 2026SCHAEFER STEPHENDirectorEXERCISE45,873
May 22, 2026Nutt Terry LPresidentTAX W/H35,741$324.21$11.6M
May 22, 2026Olagues Darren JChief Development OfficerEXERCISE7,395
May 22, 2026Olagues Darren JChief Development OfficerEXERCISE18,487
May 22, 2026Nutt Terry LPresidentEXERCISE90,826
May 22, 2026Nutt Terry LPresidentEXERCISE227,064
May 22, 2026Plagens Anthony JSVP & Chief Accounting OfficerEXERCISE2,267
May 22, 2026Plagens Anthony JSVP & Chief Accounting OfficerTAX W/H2,231$324.21$723.3K
May 22, 2026Plagens Anthony JSVP & Chief Accounting OfficerEXERCISE5,668
May 22, 2026Plagens Anthony JSVP & Chief Accounting OfficerEXERCISE8,502
May 22, 2026Casulli Edward T.SVP & Chief Nuclear OfficerEXERCISE2,550
May 22, 2026Casulli Edward T.SVP & Chief Nuclear OfficerEXERCISE6,376
May 22, 2026Casulli Edward T.SVP & Chief Nuclear OfficerEXERCISE9,564
May 22, 2026Muller ColeChief Financial OfficerTAX W/H27,339$324.21$8.9M
May 22, 2026Muller ColeChief Financial OfficerEXERCISE13,176
May 22, 2026Muller ColeChief Financial OfficerEXERCISE143,979
May 22, 2026Morice Christopher EChief Commercial OfficerEXERCISE5,620
May 22, 2026Morice Christopher EChief Commercial OfficerTAX W/H26,378$324.21$8.6M
May 22, 2026Morice Christopher EChief Commercial OfficerEXERCISE14,050
May 22, 2026Lebsack Dale E Jr.Chief Asset Dev. OfficerEXERCISE7,178
May 22, 2026Lebsack Dale E Jr.Chief Asset Dev. OfficerTAX W/H33,692$324.21$10.9M
May 22, 2026Lebsack Dale E Jr.Chief Asset Dev. OfficerEXERCISE196,100
May 22, 2026Wright Andrew MChief Administrative OfficerEXERCISE8,010
May 22, 2026Wright Andrew MChief Administrative OfficerTAX W/H37,594$324.21$12.2M
May 22, 2026Wright Andrew MChief Administrative OfficerEXERCISE20,024
May 22, 2026Wright Andrew MChief Administrative OfficerEXERCISE218,808
May 22, 2026Berryman BradChief Operating OfficerEXERCISE8,312
May 22, 2026Berryman BradChief Operating OfficerTAX W/H43,047$324.21$14.0M
May 22, 2026Berryman BradChief Operating OfficerEXERCISE20,780
May 22, 2026Berryman BradChief Operating OfficerEXERCISE227,064
May 22, 2026McFarland Mark AllenChief Executive OfficerEXERCISE29,752
May 22, 2026McFarland Mark AllenChief Executive OfficerTAX W/H139,641$324.21$45.3M
May 22, 2026Schwartzstein Christine BensonDirectorEXERCISE4,133
May 22, 2026McFarland Mark AllenChief Executive OfficerEXERCISE74,381
May 22, 2026McFarland Mark AllenChief Executive OfficerEXERCISE812,782
May 22, 2026Hyde Karen TDirectorEXERCISE4,133
May 22, 2026Nigro JosephDirectorD1,530$324.21$496.0K
May 22, 2026Nigro JosephDirectorEXERCISE4,133
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

$472.18 mean target +31.0% upside Strong Buy (1.53)
$388.56 Low $595.00 High
MetricValue
Current Price$360.54
Target Low$388.56
Target Mean$472.18
Target Median$466.50
Target High$595.00
# Analysts14
RecommendationStrong Buy (1.53)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.57 $3.28 $3.86 432.0% -5.9% 0↑ 1↓ $0.8B 22.1% 2
Next Q
2026-09-30
$8.94 $8.94 $8.94 171.4% -5.7% 0↑ 1↓ $1.3B 63.4% 1
Current FY
2026-12-31
$23.79 $21.38 $26.20 162.6% +16.5% 1↑ 1↓ $4.2B 64.2% 2
Next FY
2027-12-31
$35.55 $32.50 $38.60 49.4% +11.3% 1↑ 1↓ $4.7B 10.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661520091%
May 1, 202661520091%
Apr 1, 202661520091%
Mar 1, 202661420091%
Feb 1, 202661420091%
Jan 1, 202661420091%
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

DateMentionsSentimentBullishBearishThreads
May 29, 2026140° Cool011
May 29, 2026140° Cool011
May 7, 2026156° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 5d 18h ago
Future demand of energy stocks (potential winers)
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 14d 14h ago
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
▲ 1 💬 0 ⚡ 0.5
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 18, 2026
dark_pool
Dark Pool: TLN — 1.2M shares, 45,554 trades
Week starting 2026-05-18. Total ATS volume: 1,154,349 shares across 45,554 trades.
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.