Why it’s on the map
Largest US nuclear fleet; Northeast power-price beneficiary if Ontario/Québec curtail exports (NY averages 1,400 MW from Hydro-Québec + 800 MW from Ontario).
Government money & contracts
DOE loan support for restarts.
Customers & commercial
Data centers, utilities.
Catalysts
2026 EPS guide $11.50–12.50.
Risk
Fuel-cost risk if Canadian uranium restricted.
Tariff durability
Two-sided.
Dividend · #42 of 47 payers by yield
0.65% yield
$1.706 a share a year · quarterly · pays Mar · Jun · Sept · Dec
Per payment$0.4265a share, 4× a year
Next payoutexpected Decnot yet declared
Last ex-dateAug 18, 2026next ex-date Nov 16, 2026
Last paidSept 4, 2026$0.4265 a share
Payout ratio16%of earnings · well covered
Raised3 yrsconsecutive years of increases
Shares at the Oct 30 close of $262.383.81
Each payment$1.63
Per year · 4 payments$6.50
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Aug 18, 2026 | Sept 4, 2026 | $0.4265 | |
| May 15, 2026 | Jun 5, 2026 | $0.4265 | |
| Mar 9, 2026 | Mar 20, 2026 | $0.4265 | |
| Nov 17, 2025 | Dec 5, 2025 | $0.3878 | before the raise |
Yield = $0.4265 × 4 ÷ the Oct 30 close of $262.38. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source