This $7.4B Utility Company Can Benefit From AI Energy Tailwinds

In a sector with obvious tailwinds on the way, OGE should outperform

💡 Highlights:

• OGE, the parent of Oklahoma Gas & Energy, looks like the strongest play in the utility space.

• Tailwinds for the industry should benefit OG&E, while population growth in the key market of Oklahoma City suggests an additional boost to demand.

• There are bigger swings to take in AI but high-single-digit earnings per share growth and an increasing dividend suggest a path toward consistent annual returns of 10%-15%.