Every 8-K that Firstenergy Corp (FE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FE filings page.
FirstEnergy Corp. reported solid second-quarter 2026 results and reaffirmed its earnings outlook. GAAP earnings were $288 million, or $0.50 per share, on revenue of $3.7 billion, up from $268 million, or $0.46 per share, on $3.4 billion a year earlier. Core Earnings (non-GAAP) were $0.50 per share, compared with $0.52 in second-quarter 2025. For the first half of 2026, GAAP EPS was $1.20 and Core EPS was $1.22, versus $1.09 and $1.19, respectively, in 2025.
The company reaffirmed its 2026 Core EPS guidance of $2.62–$2.82 per share and its target for Core EPS compound annual growth near the top end of 6%–8% from 2026 to 2030. A capital investment plan of $6 billion in 2026 is underway, with $2.9 billion deployed in the first half, and a five-year $36 billion Energize365 grid-modernization program expected to drive roughly 10% rate base growth and relies heavily on formula-rate recovery.
Growth is being supported by rising demand and regulated investment. Trailing 12‑month consolidated return on equity is 9.5%. Data center demand is a major driver: total contracted and pipeline demand reached 24.8 GW, up 30% since the first quarter, with 6.4 GW contracted and West Virginia demand increasing to 4.3 GW1.2 GW Maidsville Energy Center and multiple base rate and transmission proceedings across Ohio, West Virginia, New Jersey and Maryland.
FirstEnergy Corp. furnished an updated investor presentation outlining strategic, regulatory and growth initiatives while reaffirming its financial outlook. The company maintained 2026 Core EPS guidance of $2.62–$2.82 per share, with the midpoint representing 8.8% growth over its original 2025 guidance midpoint, and continues to target a Core EPS CAGR near the top end of 6–8% for 2026–2030.
FirstEnergy highlighted a $36 billion customer-focused investment plan for 2026–2030, supporting an expected 10% rate base CAGR, with about 75% of projected spending in formula-rate recovery mechanisms. A separate $6.0 billion investment plan is outlined for 2026.
Regulatory updates include an Ohio Three-Year Rate Plan proposing roughly $2.5 billion in distribution investments from July 2027 to June 2030, with annual residential bill impacts below 3%, and a West Virginia Inflation and Investment Adjustment that would increase revenues by $76 million in two steps in 2026 and 2027. The presentation also discusses strong data center-driven load growth, projecting total contracted and pipeline demand of 19,125 MW by 2035, and a proposed 1,270 MW generation project in West Virginia involving a combined-cycle gas plant and utility-scale solar, with estimated investment of $2.7 billion, subject to regulatory and financing approvals.
FirstEnergy Corp. entered into a Fifth Amended and Restated Limited Liability Company Agreement for FirstEnergy Transmission, LLC, updating how its existing governance framework applies to two new transmission joint ventures called “Valley Link” and “Grid Growth.” The changes add detailed joint venture governance sections and schedules, extend existing consent, information and reporting provisions to the ventures, and remove obsolete clauses, while keeping ownership percentages, board structure, investor thresholds and deadlock mechanics unchanged.
FirstEnergy also held its Annual Meeting of Shareholders on May 20, 2026. All director nominees were elected, the appointment of PricewaterhouseCoopers LLP as independent auditor for 2026 was ratified with over 514 million votes in favor, and executive compensation was approved on an advisory basis. A shareholder proposal calling for an independent board chair received about 161 million votes for and 330 million against, and therefore was not approved.
FirstEnergy Corp. reported stronger results for the first quarter of 2026, with GAAP earnings of $405 million, or $0.70 per share, on revenue of $4.2 billion, up from $360 million, or $0.62 per share, on $3.8 billion a year earlier. Core Earnings (non-GAAP) rose to $0.72 per share, a 7.5% increase from $0.67.
The company invested nearly $1.4 billion in customer-focused capital in the quarter and reaffirmed its 2026 Core EPS guidance of $2.62–$2.82 per share. It also maintained its plan for $6 billion of capital spending in 2026 and a $36 billion Energize365 investment program for 2026–2030, which is expected to support about 10% annual rate base growth and a consolidated return on equity of 9.8% on a trailing 12‑month basis.
FirstEnergy Corp. reported solid 2025 results and laid out a larger long-term growth plan. The company earned GAAP net income of $1.02 billion, or $1.77 per basic share, on $15.1 billion of revenue. Core Earnings (non‑GAAP) were $2.55 per share, up from $2.37 in 2024, at the top of its increased guidance range.
The board raised total 2025 dividends to $1.78 per share, and management affirmed 2026 Core Earnings guidance of $2.62 to $2.82 per share. FirstEnergy announced a 2026‑2030 capital plan of $36 billion, including $19 billion for transmission, targeting about 10% annual rate base growth and Core EPS growth near the high end of 6‑8%.
FirstEnergy Corp. reported that board member Melvin Williams has informed the company he will not stand for re-election to the Board after his current term ends at the 2026 Annual Meeting of Shareholders. The company states that his decision is not due to any disagreement over its operations, policies, or practices.
FirstEnergy Corp. filed a current report announcing that it has issued a Letter to the Investment Community outlining its 2026 financial outlook. The company’s communication includes Core (non-GAAP) earnings guidance for the full year 2026 and reaffirms its five year compound annual Core earnings growth rate target for 2025 through 2029. The Investor Letter and a detailed 2026 Financial Guidance Presentation were posted on FirstEnergy’s investor relations website and attached as exhibits to the report.
The company notes that these forward-looking statements are subject to numerous risks and uncertainties, including ongoing regulatory and legal matters related to Ohio House Bill 6, compliance with prior agreements with government authorities, changing economic conditions, severe weather events, evolving environmental and tax laws, capital markets access, cyber and physical security, and the ability to execute its strategic and investment plans. FirstEnergy emphasizes that actual results may differ materially from its outlook due to these and other factors discussed in its SEC filings.
FirstEnergy Corp. (FE) filed a current report to share that it has issued a Letter to the Investment Community about its Ohio utility subsidiaries: Ohio Edison Company, The Cleveland Electric Illuminating Company and The Toledo Edison Company. The letter discusses and summarizes orders issued on November 19, 2025, by the Public Utilities Commission of Ohio related to the Ohio Companies’ 2024 base rate case and consolidated Ohio audits, including matters involving the distribution modernization rider, expanded distribution capital recovery rider and a corporate separation audit.
The letter is furnished as Exhibit 99.1 under Regulation FD, meaning it is provided for informational purposes and is not treated as filed for liability purposes under the Exchange Act unless specifically incorporated by reference in other company filings.
FirstEnergy Corp. (FE) furnished an 8-K announcing Q3 and nine-month 2025 results. The company also narrowed its full-year 2025 Core (non-GAAP) earnings guidance and affirmed its five-year compound annual Core earnings growth rate target for 2025–2029.
The news release (Exhibit 99.1) includes GAAP and non-GAAP financial information, with reconciliations provided in the release. FirstEnergy also furnished its 3Q 2025 Strategic and Financial Highlights (Exhibit 99.2). The materials were furnished, not filed, under Items 2.02 and 7.01, and are available via the company’s Investor Relations website.
FirstEnergy Corp. amended and restated its Executive Severance Benefits Plan and 2017 Change in Control Severance Plan and adopted new forms of time-based and performance-based restricted stock unit award agreements, effective January 1, 2026. The Executive Severance Plan now includes the CEO and replaces a service-based cash formula for most senior roles with fixed multiples: 1.5x base salary for the CEO, officers, and Executive Council; 1x for Tier 3 (Presidents/Vice Presidents); and a service-based formula for Tier 4. Participants may keep the prior formula if it yields a larger payment as of December 31, 2025. COBRA premium waivers of up to 18 months are added. The Change in Control Plan retains prior benefits generally, but the CEO’s cash severance becomes 2.99x of base salary plus target STIP. New RSU agreements provide full vesting on Change in Control for time-based RSUs (unless replaced) and target vesting for performance RSUs (unless replaced). Exhibits with full texts are attached to the filing.
FirstEnergy Corp. (NYSE: FE) filed an 8-K announcing revisions to its Long-Term Incentive Program (LTIP) covering the 2023-2025 and 2024-2026 award cycles. The Board, on Compensation Committee recommendation, has replaced the Operating EPS key performance indicator (KPI) with a Core EPS KPI for performance periods that have not yet closed. Core EPS, first disclosed with FY-2024 results, excludes special items, legacy coal-mine earnings and pension/OPEB credits, providing a metric focused on the four regulated operating segments (Distribution, Integrated, Stand-Alone Transmission and Corporate).
The change affects: (i) January 1-Dec 31 2025 of the 2023-2025 awards and (ii) January 1 2025-Dec 31 2026 of the 2024-2026 awards. There is no modification to the Relative Total Shareholder Return (35% weight). To temper upside risk, the payout on the EPS component is now capped at 100 % of target. Threshold and target dollar levels are unchanged, remaining at $7.32 / $7.76 for the 2023-2025 cycle and $7.44 / $7.88 for the 2024-2026 cycle.
Management (including the Chair/CEO, CFO and other NEOs) will have their incentive earnings potential aligned with the company’s external guidance framework, which since Q1-2025 no longer references Operating EPS. The move is framed as part of a broader strategy to give investors clearer insight into regulated-business performance and to harmonise internal pay metrics with external reporting.