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OGE Energy Corp. 8-K Filings

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Every 8-K that OGE Energy Corp. (OGE) 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 OGE 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 OGE filings page.

Rhea-AI Summary

OGE Energy Corp., parent of Oklahoma Gas and Electric Company, a regulated electric company with approximately 917,000 customers in Oklahoma and western Arkansas, has elected Richard (Rick) E. Muncrief to its Board of Directors. The board acted on July 28, 2026, with his service effective August 1, 2026.

Muncrief, age 68, will serve on the Nominating, Corporate Governance and Stewardship Committee and the Audit Committee. His term runs until the Annual Meeting of Shareholders scheduled for May 13, 2027, when he is expected to be nominated for shareholder approval. He is the retired President and Chief Executive Officer of Devon Energy and previously led WPX Energy and held senior roles at Continental Resources, and he currently serves on the board of Williams Companies.

Rhea-AI Summary

OGE Energy Corp., parent of regulated utility OG&E, reported second-quarter 2026 net income of $116.3 million, or $0.56 per diluted share, up from $107.5 million, or $0.53, a year earlier. OG&E contributed net income of $120.1 million, or $0.58 per diluted share, compared with $107.7 million, or $0.53, in second-quarter 2025, while other operations posted a loss of $3.8 million, or $0.02 per diluted share.

OG&E generated operating revenues of $711.9 million versus $741.6 million a year ago, with higher earnings driven primarily by increased recovery of capital investments and lower interest expense, partially offset by higher operation and maintenance costs. For the six months ended June 30, 2026, OGE Energy’s net income was $166.5 million, or $0.80 per diluted share, compared with $170.2 million, or $0.84, in the same period of 2025. OG&E served 917,157 customers as of June 30, 2026.

OGE Energy reaffirmed its 2026 consolidated earnings guidance of $2.43 per average diluted share, within a range of $2.38 to $2.48, assuming normal weather for the remainder of the year. Management plans an earnings and business update conference call on July 29, 2026, at 8 a.m. CDT, accessible through the Investor Center on its website.

Rhea-AI Summary

OGE Energy Corp. and its utility subsidiary Oklahoma Gas and Electric Company each entered into a second amended and restated unsecured five-year revolving credit facility on June 12, 2026. Each new revolving credit facility provides $650 million of committed liquidity and is scheduled to terminate on June 12, 2031, with options to extend the termination date for up to two additional one-year periods, subject to lender consent.

The new facilities replace prior $550 million revolving credit agreements for both OGE Energy and OG&E. As of the closing date, there were no borrowings outstanding under the old or new facilities for OGE Energy, and OG&E only had $0.4 million of standby letters of credit outstanding, which were transferred to the new facility.

Borrowings under the OGE Energy facility bear interest at SOFR plus a margin of 0.80% to 1.475% or an alternate base rate plus 0.0% to 0.475%, with a facility fee of 0.075% to 0.275%. OG&E’s facility carries SOFR plus 0.69% to 1.275% or an alternate base rate plus 0.0% to 0.275%, and a facility fee of 0.06% to 0.225%. Pricing is tied to each borrower’s senior unsecured credit ratings.

Each facility permits issuance of letters of credit up to $100 million per borrower and can be increased by up to $150 million, bringing maximum revolving commitments to $800 million for each entity if fully upsized. Proceeds may be used for refinancing existing debt, working capital, general corporate purposes, commercial paper backstop, letters of credit, acquisitions and distributions. Each agreement includes financial covenants requiring maximum debt-to-capitalization ratios of 70% for OGE Energy and 65% for OG&E, along with customary restrictions on mergers, significant asset sales, liens and affiliate transactions, and standard events of default.

Rhea-AI Summary

OGE Energy Corp. reported results of its annual shareholder meeting and a new dividend declaration. Shareholders elected eight directors, with votes for each nominee ranging from about 141 million to 148 million, with around 29.7 million broker non-votes recorded for each seat.

Shareholders also ratified Ernst & Young LLP as principal independent accountants for 2026, with 174,661,008 votes for, 4,062,194 against and 590,860 abstentions. On an advisory basis, they approved named executive officer compensation with 142,601,835 votes for and 6,008,050 against. A shareholder proposal on adopting a simple majority vote standard received 118,534,734 votes for and 30,051,389 against but did not reach the 80 percent of outstanding votes required to implement changes.

The Board declared a third quarter dividend of $0.425 per common share, payable on July 31, 2026, to shareholders of record on July 6, 2026.

Rhea-AI Summary

OGE Energy Corp. reported lower first quarter 2026 earnings as mild weather and higher costs weighed on results, while full-year guidance was reaffirmed. Net income was $50.2 million, or $0.24 per diluted share, down from $62.7 million, or $0.31, a year earlier.

Utility subsidiary OG&E generated net income of $57.9 million, or $0.28 per diluted share, compared with $71.0 million, or $0.35, in first quarter 2025, mainly due to mild weather and higher operation and maintenance expenses, partly offset by lower depreciation and interest expense. Other operations posted a loss of $7.7 million, or $0.04 per diluted share, slightly improved from a $8.3 million loss.

Despite the softer quarter, OGE Energy reiterated its 2026 consolidated earnings guidance of $2.43 per average diluted share, within a range of $2.38 to $2.48, assuming normal weather for the remainder of the year. OG&E served about 915,000 customers, and first quarter operating revenues at OG&E were $752.6 million, up modestly from $747.7 million, helped by higher integrated market and other revenues.

Rhea-AI Summary

OGE Energy Corp. reported that director Luther C. Kissam, IV will resign from its Board of Directors at the end of his current term, effective at the annual shareholder meeting scheduled for May 14, 2026. He has served on the Board and its committees for more than five years.

Mr. Kissam informed the company on April 13, 2026 that he accepted a new role as chief executive officer of another company, which requires him to step down from other boards. The company states his decision is not due to any disagreement regarding its operations, policies, or practices.

He had been listed as a Board nominee in the definitive proxy statement and proxy card, but is now removed as a nominee. After the meeting, the Board will be reduced to eight directors, and the remaining nominee slate is unchanged. Previously submitted proxies remain valid, except that votes will not apply to Mr. Kissam since he is no longer standing for re-election.

Rhea-AI Summary

OG&E, the regulated utility subsidiary of OGE Energy Corp., has completed a major long‑term debt financing. On April 1, 2026, Oklahoma Gas and Electric Company issued $350.0 million in aggregate principal amount of 5.90% Senior Notes, Series due April 1, 2056. The notes were issued under a registration statement on Form S-3ASR and are supported by a supplemental indenture with BOKF, NA as trustee.

OG&E serves approximately 913,000 electric customers in Oklahoma and western Arkansas. The filing also includes the supplemental indenture creating the notes and a legal opinion confirming the validity of the new Senior Notes.

Rhea-AI Summary

OGE Energy Corp. reported that longtime director Judy R. McReynolds will retire from its Board at the end of her current term, effective at the annual shareholder meeting on May 14, 2026. She has served on the Board for more than 14 years, including five years as Lead Director.

The company noted that Ms. McReynolds’ decision not to stand for re-election is not due to any disagreement regarding OGE Energy’s operations, policies, or practices. The Board expressed appreciation for her significant contributions and service over her tenure.

Rhea-AI Summary

OGE Energy Corp. reported stronger full-year 2025 results, with diluted earnings per share rising to $2.32 from $2.19 in 2024 and net income increasing to $470.7 million from $441.5 million. Operating revenues grew to $3.26 billion, driven mainly by OG&E, which earned $2.47 per diluted share versus $2.33 a year earlier, helped by recovering capital investments and solid load growth despite higher depreciation and interest expense.

Fourth-quarter 2025 results were softer, with diluted EPS of $0.34 compared with $0.50 in the prior-year quarter, largely because 2024 benefited from an interim Oklahoma rate review order and had lower operating costs. For 2026, the company guides to consolidated diluted EPS centered at $2.43, within a $2.38–$2.48 range, and expects to grow earnings per share 5%–7% annually from that midpoint, targeting the upper half of the range through 2028. The Board approved a second-quarter dividend of $0.425 per share, payable April 24, 2026, to shareholders of record on April 6, 2026.

Rhea-AI Summary

OGE Energy Corp., the parent of regulated electric utility Oklahoma Gas and Electric Company serving about 910,000 customers in Oklahoma and western Arkansas, reported a planned leadership change. On December 3, 2025, Donnie O. Jones, Vice President – Utility Operations of OG&E, notified the company that he plans to retire at year-end 2026. This advance notice gives the company time to manage succession for a key operational role overseeing utility operations.

Rhea-AI Summary

OGE Energy Corp. entered into an underwriting and forward sale structure to support a large equity raise tied to its capital plan. The company agreed to an underwritten public offering of 8,023,256 common shares, of which 4,011,628 shares were newly issued by OGE and 4,011,628 shares were borrowed from third parties and sold by forward sellers. Underwriters later exercised in full an option to purchase an additional 1,203,488 shares.

OGE also entered into forward sale agreements covering 4,011,628 shares, plus additional forward sale agreements for 601,744 shares, with settlement at the company’s discretion by May 27, 2027. The initial forward sale price is $41.71 per share, subject to adjustments for interest, dividends and stock loan costs. The company expects net proceeds from the offering, together with its dividend reinvestment and stock repurchase plan, to cover the external equity needed to fund a $7.285 billion five-year capital plan through 2030, though future changes to the plan could require more financing.

Rhea-AI Summary

OGE Energy Corp., parent of Oklahoma Gas and Electric Company, announced that its utility has received pre-approval from the Oklahoma Corporation Commission to construct two natural gas combustion turbines with a total nameplate capacity of 448 megawatts at the Horseshoe Lake facility. The OCC found a need for Horseshoe Lake Units 13 and 14, scheduled to go into service by the end of 2029, approved rider recovery once they are in service, and approved two Capacity Purchase Agreements without a return on the CPAs, but did not approve Construction Work in Progress.

Following this decision, OGE Energy updated and extended its capital plan through 2030, estimating total capital expenditures of $7,285 million for 2026–2030 across transmission, Oklahoma and Arkansas distribution, generation reliability and capacity projects, and technology, fleet and facilities. The company reaffirmed a long-term consolidated earnings per share growth target of 5% to 7%, aiming for the top half of that range through 2028.

Rhea-AI Summary

OGE Energy Corp. furnished an 8-K under Item 2.02 to announce it issued a press release with consolidated financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.01 and incorporated by reference.

OGE Energy is the parent of regulated utility Oklahoma Gas and Electric Company (OG&E), which serves approximately 910,000 customers in Oklahoma and western Arkansas.