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Talen Energy Corp Stock Price, News & Analysis

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Welcome to our dedicated page for Talen Energy news (Ticker: TLN), a resource for investors and traders seeking the latest updates and insights on Talen Energy stock.

Talen Energy Corp (TLN) operates as a diversified power producer supporting U.S. wholesale markets and digital infrastructure needs. This page aggregates official announcements, strategic developments, and regulatory updates critical for understanding the company’s role in energy markets.

Access real-time press releases covering earnings reports, capacity auctions, and infrastructure investments. Track TLN’s engagement with grid operators like PJM Interconnection and its expansion into data center power solutions. Content is organized to highlight operational milestones, regulatory compliance actions, and market participation details.

Key updates include nuclear asset performance, fossil generation optimization, and partnerships supporting digital infrastructure growth. Investors will find filings related to FERC proceedings, environmental initiatives, and long-term power purchase agreements that shape TLN’s financial outlook.

Bookmark this resource for unfiltered access to Talen Energy’s evolving strategy in balancing traditional energy production with emerging technology demands. Check regularly for verified updates directly from corporate sources and regulatory filings.

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Talen Energy (NASDAQ: TLN) reported results from the PJM Base Residual Auction for the 2027/2028 planning year (June 1, 2027–May 31, 2028). Talen cleared 8,745 megawatts across the PJM Interconnection at a clearing price of $333.44 per megawatt-day, which the company said equates to approximately $1,067 million in capacity revenues for the planning year.

This outcome secures capacity revenue visibility for TLN for the 2027/2028 planning year under PJM auctioned contracts.

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Talen Energy (NASDAQ: TLN) announced a strategic realignment of its executive team effective immediately on December 15, 2025, retaining Mac McFarland as CEO while appointing Terry L. Nutt as President and Cole Muller as CFO.

The Board approved new employment agreements through February 28, 2027 with automatic annual renewals and a provision allowing up to 60% of Emergence Awards to be cash-settled in May 2026 (illustrative $400/share): approximately $369M cash settlement plus $388M withholding taxes and ~680,000 shares issued versus ~2,573,000 shares if fully equity-settled. Executives agreed to a lock-up of settled shares through November 13, 2026. John Wander will retire as General Counsel effective end of June 2026. New February 2026 equity grants will vest in 2028–2029.

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Talen Energy (NASDAQ: TLN) completed acquisitions of the Freedom Generating Station (PA) and Guernsey Power Station (OH) on November 25, 2025, adding nearly 2.9 gigawatts of modern natural gas-fired baseload capacity in PJM.

The company said the deals are immediately accretive, align with its "Talen flywheel" strategy, and strengthen its ability to supply low-carbon capacity to hyperscale data centers and large commercial off-takers. Talen funded the acquisitions with financing that includes $2.7 billion of senior unsecured notes and a $1.2 billion senior secured term loan B, and received bank commitments to raise its revolving credit facility to $900 million and its letter of credit facility to $1.1 billion.

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Talen Energy (NASDAQ: TLN) announced regulatory clearance from the Federal Energy Regulatory Commission and the Department of Justice for its acquisitions of the Freedom Generating Station (Pennsylvania) and Guernsey Power Station (Ohio).

The Acquisitions will selectively add nearly 2.9 gigawatts of modern combined‑cycle baseload generation in PJM, intended to diversify cash flow and supply low‑carbon, grid‑supported capacity to hyperscale data centers and large commercial off‑takers.

FERC approval was granted on November 7, 2025 and the Hart‑Scott‑Rodino waiting period expired on November 17, 2025. The transactions remain subject to customary closing conditions and are anticipated to close before the end of November 2025.

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Talen Energy (NASDAQ: TLN) reported Q3 2025 GAAP net income attributable to stockholders of $207 million, Adjusted EBITDA $363 million, and Adjusted Free Cash Flow $223 million. The company narrowed its 2025 guidance to Adjusted EBITDA $975–$1,000M and Adjusted FCF $470–$490M and reaffirmed 2026 guidance to Adjusted EBITDA $1,750–$2,050M and Adjusted FCF $980–$1,180M.

Talen raised approximately $3.9 billion of financing (senior unsecured notes and a $1.2B term loan B) to fund the Freedom and Guernsey acquisitions expected to close in Q1 2026 (subject to HSR and FERC approvals). The board upsized the share repurchase program to $2.0 billion remaining through Dec 31, 2028. As of Oct 31, 2025, available liquidity was ~$1.2 billion and projected net leverage using 2025E midpoint was ~2.6x.

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Talen Energy (NASDAQ: TLN) announced that Talen Energy Supply completed private offerings of $1.40B 6.250% senior notes due 2034 and $1.29B 6.500% senior notes due 2036, totaling $2.69B.

The company intends to combine these net proceeds with a new $1.2B senior secured term loan B to fund the agreed acquisitions of the Freedom Energy Center (1,045 MW) in Pennsylvania and the Guernsey Power Station (1,836 MW) in Ohio.

If one or both acquisitions do not close by the Outside Date (initially July 17, 2026, extendable to January 17, 2027), specified portions or all of the Notes will be mandatorily redeemed within 30 days at 100% of issue price plus accrued interest. The Notes were offered under Rule 144A and Regulation S and are unregistered under the Securities Act.

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Talen Energy (NASDAQ: TLN) will release its third quarter 2025 financial results on Wednesday, November 5, 2025 after market close.

Company executives Mac McFarland (President & CEO) and Terry Nutt (CFO) will discuss results on an earnings call at 4:15 p.m. ET / 3:15 p.m. CT on November 5, 2025. Investors must register in advance for the webcast or phone participation. A digital replay will be archived for approximately one year on Talen's Investor Relations Events page.

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Talen Energy (NASDAQ: TLN) priced private offerings of $1.40B 6.250% senior notes due 2034 and $1.29B 6.500% senior notes due 2036, expected to close on October 27, 2025. The company intends to combine net proceeds with a new $1.2B senior secured term loan B to fund two previously announced acquisitions: the Freedom Energy Center (1,045 MW) and the Guernsey Power Station (1,836 MW), purchased under July 17, 2025 agreements.

If one or both acquisitions do not close by the Outside Date (July 17, 2026, extendable to January 17, 2027), specified portions or all Notes will be redeemable at 100% plus accrued interest within 30 days.

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Talen Energy (NASDAQ: TLN) announced that subsidiary Talen Energy Supply proposes private offerings of senior notes due 2034 and 2036, jointly and severally guaranteed by certain TES subsidiaries. Net proceeds, together with a new $1.2 billion senior secured term loan B, are intended to fund two previously announced acquisitions: the Freedom Energy Center (1,045 MW) in Pennsylvania and the Guernsey Power Station (1,836 MW) in Ohio.

If one or both acquisitions are not completed by 11:59 p.m. NY time on July 17, 2026 (extendable to January 17, 2027), or a Purchase Agreement is terminated, a Triggering Event will require redemption of the Notes per the offering circular. Notes are offered only to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S.

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Talen Energy (NASDAQ: TLN) announced a $1.2 billion incremental Term Loan B, a $200 million upsize of its revolving credit facility to $900 million, and a $200 million upsize of its stand-alone letter of credit facility to $1.1 billion with the Stand-Alone L/C maturity extended to December 2027.

The company intends to use Term Loan proceeds and new unsecured debt to fund two purchase agreements dated July 17, 2025 to acquire the Freedom Energy Center (1,045 MW) and the Guernsey Power Station (1,836 MW). The Term Financing includes upfront and delayed-draw commitments and contains an Outside Date of July 17, 2026 (extendable to January 17, 2027); consummation and financing are not guaranteed.

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FAQ

What is the current stock price of Talen Energy (TLN)?

The current stock price of Talen Energy (TLN) is $384.52 as of December 26, 2025.

What is the market cap of Talen Energy (TLN)?

The market cap of Talen Energy (TLN) is approximately 17.5B.
Talen Energy Corp

Nasdaq:TLN

TLN Rankings

TLN Stock Data

17.52B
45.26M
0.72%
100.87%
7.78%
Utilities - Independent Power Producers
Electric Services
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United States
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