IDA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $132.79
P/E (TTM) 22.0
EPS (TTM) $6.04
Revenue (TTM) $1.74B
ROE (TTM) 9.4%
Debt/Equity (MRQ) 1.0
52W Range $124–$155

IDA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 1
Ex-date Split Type
June 7, 1985 2-for-1 Forward

About IDACORP, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

IDACORP, Inc is an electricity holding company, incorporated in Idaho with headquarters in Boise. It comprises Idaho Power Company, IDACORP Financial and Ida-West Energy. It was formed on October 1, 1998.

## Energy mix

In 2020, hydroelectric power represented 41.7% of power generated, though it still uses coal-fired and natural gas generators.

^ Market purchases make up the remaining 7.4%

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorUtilities industryUtilities employees2,174 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$1.75B
2016-12-31 → 2025-12-31
EPS$5.90
2016-12-31 → 2025-12-31
Free Cash Flow$-577M
2016-12-31 → 2025-12-31
Net margin19.5%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend IDA 5Y avg Peer Median Verdict
P/E (TTM) 22.05Y avg ≈21.0 ≈21.0 22.0 Overvalued
PEG Ratio ≈4.7 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio58.3%
Annualized Payout≈$3.52Paid quarterly
5Y Div CAGR≈5.1%Per share, split-adjusted
Growth Streak≈14Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 5, 2026$0.88USD≈2.5%
May 5, 2026$0.88USD≈2.4%
Feb 5, 2026$0.88USD≈2.6%
Nov 5, 2025$0.88USD≈2.7%
Aug 5, 2025$0.86USD≈2.7%
May 5, 2025$0.86USD≈2.9%
Feb 5, 2025$0.86USD≈3.1%
Nov 5, 2024$0.86USD≈3.1%
Aug 5, 2024$0.83USD≈3.3%
May 3, 2024$0.83USD≈3.4%
Feb 2, 2024$0.83USD≈3.5%
Oct 31, 2023$0.83USD≈3.4%
Aug 1, 2023$0.79USD≈3.1%
May 2, 2023$0.79USD≈2.8%
Feb 3, 2023$0.79USD≈2.9%
Nov 1, 2022$0.79USD≈3.0%
Aug 2, 2022$0.75USD≈2.7%
May 2, 2022$0.75USD≈2.9%
Feb 2, 2022$0.75USD≈2.7%
Nov 4, 2021$0.75USD≈2.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 2.4%
Next Report Oct 28, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $1.79 $1.79 0.13%
March 31, 2026 $1.21 $1.12 7.9%
Dec. 31, 2025 $0.78 $0.74 5.6%
Sept. 30, 2025 $2.26 $2.28 -0.85%
June 30, 2025 $1.76 $1.80 -2.0%
March 31, 2025 $1.10 $1.06 3.9%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $1.75B$1.77B$1.64B$1.56B$1.38B$1.29B$1.29B$1.31B$1.32B$1.22B$1.27B$1.28B
Operating Expenses $1.46B$1.50B$1.45B$1.32B$1.13B$1.04B$1.05B$1.07B$1.03B$978M$988M$1.03B
Operating Income $354M$328M$313M$327M$330M$310M$298M$297M$316M$284M$282M$254M
Interest Expense $168M$136M$116M$89M$87M$87M$86M$86M$84M$82M$82M$80M
Other Non-op $57M$55M$37M$11M$-3M$4M$7M$-3M$-2M$-2M$7M$6M
Pretax Income $310M$305M$289M$297M$283M$267M$258M$245M$262M$235M$240M$211M
Income Tax $-14M$15M$27M$38M$37M$29M$25M$17M$49M$36M$46M$17M
Net Income $323M$289M$261M$259M$246M$237M$233M$227M$212M$198M$195M$193M
EPS (Basic) $5.96$5.50$5.15$5.11$4.85$4.70$4.61$4.50$4.22$3.94$3.88$3.86
EPS (Diluted) $5.90$5.50$5.14$5.11$4.85$4.69$4.61$4.49$4.21$3.94$3.87$3.85
Shares (Basic) 54,235,00052,543,00050,717,00050,658,00050,599,00050,538,00050,502,00050,432,00050,361,00050,298,00050,220,00050,131,000
Shares (Diluted) 54,806,00052,615,00050,806,00050,699,00050,645,00050,572,00050,537,00050,510,00050,424,00050,373,00050,292,00050,199,000
EBITDA $612M$556M$513M$501M$509M$485M$472M$466M$470M$419M$425M$391M
Balance Sheet 22
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $216M$369M$327M$178M$215M$275M$217M$267M$77M$61M$115M$57M
Short-term Investments ····$0$25M$0·····
Receivables $98M$115M$107M$114M$79M$73M$73M$77M$75M$72M$74M$79M
Prepaid Expense $31M$29M$23M$25M$25M$20M$18M$16M$17M$18M$18M$18M
Other Current Assets $3.0K$0$71.0K$40M$6M$2M$405.0K$4M$18.0K$6M$288.0K$603.0K
Current Assets $833M$988M$1.00B$694M$596M$642M$565M$598M$444M$440M$462M$442M
PP&E (Net) ·$6.52B$5.75B$5.17B$4.90B$4.71B$4.53B$4.40B$4.28B$4.17B$3.99B$3.83B
Other Non-current Assets $56M$62M$54M$59M$59M$59M$61M$63M$59M$62M$40M$24M
Total Assets $10.23B$9.24B$8.48B$7.54B$7.21B$7.10B$6.64B$6.38B$6.05B$6.29B$6.02B$5.70B
Accounts Payable $345M$307M$309M$293M$146M$121M$111M$111M$90M$106M$96M$89M
Short-term Debt ·······$0$0$22M$20M$31M
Current Liabilities $898M$701M$634M$549M$326M$288M$375M$259M$201M$250M$242M$242M
Deferred Tax $803M$822M$883M$874M$842M$800M$746M$700M$661M$1.24B$1.14B$1.07B
Other Non-current Liabilities $230M$182M$160M$77M$63M$49M$45M$43M$45M$45M$46M$44M
Long-term Debt $3.33B$3.05B$2.78B$2.19B$2.00B$2.00B$1.84B$1.83B$1.75B$1.75B$1.73B$1.60B
Total Debt $3.45B$3.07B$2.83B$2.19B$2.00B$2.00B$1.84B$1.83B$1.75B$1.77B$1.75B$1.65B
Common Stock $1.30B$1.19B$889M$882M$875M$869M$868M$864M$857M$852M$849M$845M
Retained Earnings $2.28B$2.15B$2.04B$1.94B$1.83B$1.73B$1.63B$1.53B$1.43B$1.32B$1.23B$1.13B
Treasury Stock ·····$0$2M$2M$1M$243.0K$57.0K$280.0K
AOCI $-15M$-14M$-17M$-13M$-40M$-43M$-36M$-23M$-31M$-21M$-21M$-24M
Stockholders' Equity $3.57B$3.33B$2.91B$2.81B$2.67B$2.56B$2.46B$2.37B$2.25B$2.15B$2.06B$1.95B
Liabilities + Equity $10.23B$9.24B$8.48B$7.54B$7.21B$7.10B$6.64B$6.38B$6.05B$6.29B$6.02B$5.70B
Cash Flow 17
Metric Trend 202520242023202220212020201920182017201620152014
D&A $258M$228M$200M$174M$179M$176M$174M$169M$166M$147M$143M$137M
Deferred Tax $-45M$-89M$-22M$-10M$-633.0K$10M$11M$2M$24M$33M$35M$14M
Other Non-cash $65M$166M$-172M$-72M$-61M$-35M$-51M$94M$36M$-31M$-19M$20M
Operating Cash Flow $602M$594M$267M$351M$363M$388M$367M$492M$435M$344M$353M$364M
CapEx $1.18B$1.01B$611M$433M$300M$311M$279M$278M$285M$297M$294M$274M
Investing Cash Flow $-1.03B$-918M$-590M$-424M$-274M$-347M$-280M$-258M$-280M$-294M$-292M$-272M
Debt Issued $400M$300M$872M$198M$0$310M$166M$220M$0$120M$250M$0
Net Debt Issued $380M$250M$647M$194M$0$135M$0$90M$-1M$19M$129M$-1M
Stock Issued $98M$298M$0$0······$0$195.0K
Stock Repurchased $3M$4M$3M$3M$3M$5M$4M$4M$3M$3M$3M$3M
Net Stock Activity $94M$295M$-3M$-3M$-3M$-5M$-4M$-4M$-3M$-3M$-3M$-3M
Dividends Paid $188M$177M$164M$154M$146M$138M$130M$121M$113M$105M$97M$88M
Financing Cash Flow $274M$365M$473M$35M$-149M$17M$-136M$-43M$-140M$-104M$-3M$-113M
Net Change in Cash $-153M$41M$150M$-38M$-60M$58M$-50M$191M$15M$-53M$58M$-21M
Taxes Paid $24M$25M$6M$46M$34M$10M$14M$5M$15M$3M$9M$11M
Free Cash Flow $-577M$-415M$-344M$-81M$63M$77M$88M$214M$153M$51M$59M$90M
Levered FCF $-753M$-544M$-450M$-159M$-12M$-823.8K$10M$134M$84M$-19M$-7M$17M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 20.3%18.5%19.1%21.0%23.8%24.1%23.2%22.6%22.6%21.5%22.2%19.8%
Net Margin 18.5%16.4%15.9%16.6%17.8%18.4%18.1%17.3%15.7%15.7%15.3%15.1%
Pretax Margin 17.8%17.2%17.6%19.1%20.4%20.7%20.1%18.7%19.4%18.6%18.9%16.4%
EBITDA Margin 35.0%31.4%31.3%32.1%36.8%37.7%36.7%35.5%34.8%33.2%33.4%30.5%
ROA 3.3%3.3%3.3%3.5%3.4%3.5%3.6%3.6%3.4%3.2%3.3%3.5%
ROE 9.4%8.8%9.0%9.5%9.4%9.4%9.4%9.6%9.4%9.2%9.5%9.9%
ROIC 5.3%4.9%5.0%5.7%6.1%6.1%6.3%6.6%6.2%5.9%6.0%6.5%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.91.41.61.31.82.21.52.32.21.81.91.8
Quick Ratio 0.30.70.70.50.91.30.81.30.80.50.80.6
Debt / Equity 1.00.91.00.80.70.80.70.80.80.80.80.8
LT Debt / Equity 0.90.91.00.80.70.80.70.80.80.80.80.8
Interest Coverage 2.12.42.73.73.83.53.43.53.63.33.43.2
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.20.20.2
Receivables Turnover 16.415.914.816.118.217.717.217.218.417.416.614.5
Per Share 4
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share $31.88$33.62$32.27$30.73$27.30$25.44$25.43$25.98$26.76$25.05$25.26$25.55
Cash Flow / Share $10.98$11.30$5.26$6.93$7.17$7.67$7.25$9.73$8.69$6.90$7.02$7.26
Dividend / Share $3.46$3.35$3.20$3.04$2.88$2.72$2.56$2.40$2.24$2.08$1.76$1.76
EPS (TTM) $5.90$5.50$5.14$5.11$4.85$4.69$4.61$4.49$4.21$3.94$3.87$3.85
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY -1.2%7.9%5.2%12.7%7.5%·······
Revenue CAGR 3Y 3.9%8.6%8.4%·········
Revenue CAGR 5Y 6.3%···········
EPS YoY 7.3%7.0%0.59%5.4%3.4%·······
EPS CAGR 3Y 4.9%4.3%3.1%·········
EPS CAGR 5Y 4.7%···········
Net Income YoY 11.9%10.7%0.85%5.5%3.4%·······
Net Income CAGR 3Y 7.7%5.6%3.2%·········
Net Income CAGR 5Y 6.4%···········
Dividends Paid CAGR 5Y 6.5%···········
Valuation (TTM) 6
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.75B$1.77B$1.64B$1.56B$1.38B$1.29B$1.29B$1.31B$1.32B$1.22B$1.27B$1.28B
Net Income TTM $323M$289M$261M$259M$246M$237M$233M$227M$212M$198M$195M$193M
P/E 21.519.919.121.123.420.523.220.721.720.417.617.2
Earnings Yield 4.7%5.0%5.2%4.7%4.3%4.9%4.3%4.8%4.6%4.9%5.7%5.8%
Payout Ratio 58.3%61.1%62.6%59.6%59.5%58.1%55.7%53.5%53.3%52.9%49.7%45.7%
Annual Payout $188M$177M$164M$154M$146M$138M$130M$121M$113M$105M$97M$88M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.75B $1.77B $1.64B $1.56B $1.38B
Operating Margin % 20.3% 18.5% 19.1% 21.0% 23.8%
Net Income $323M $289M $261M $259M $246M
Diluted EPS $5.90 $5.50 $5.14 $5.11 $4.85

Institutional owners (13F) 594 filers · $9.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 594
Value held $9.4B
New positions 65
Exited positions 44
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
65 (-23 vs prior Q) 44 (+1 vs prior Q) 212 (+20 vs prior Q) 167 (+10 vs prior Q) +4.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $1,033,914,488 6,833,539 10.98% Shares
VANGUARD GROUP INC $758,793,011 5,995,520 8.06% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $498,141,179 3,292,407 5.29% Shares
VANGUARD CAPITAL MANAGEMENT LLC $377,519,978 2,495,175 4.01% Shares
WELLINGTON MANAGEMENT GROUP LLP $371,031,477 2,452,290 3.94% Shares
FMR LLC $333,980,337 2,207,405 3.55% Shares
MORGAN STANLEY $333,759,327 2,205,940 3.55% Shares
Capital World Investors $297,026,865 1,963,165 3.16% Shares
STATE STREET CORP $290,710,513 1,921,200 3.09% Shares
REAVES W H & CO INC $267,810,835 1,770,065 2.85% Shares
Pictet Asset Management Holding SA $259,072,752 1,712,288 2.75% Shares
TWO SIGMA INVESTMENTS, LP $217,845,976 1,439,828 2.31% Shares
GEODE CAPITAL MANAGEMENT, LLC $200,297,217 1,323,491 2.13% Shares
JENNISON ASSOCIATES LLC $179,649,387 1,187,372 1.91% Shares
ALLIANCEBERNSTEIN L.P. $158,749,170 1,110,367 1.69% Shares
CITADEL ADVISORS LLC $136,227,797 900,382 1.45% Shares
NEUBERGER BERMAN GROUP LLC $133,635,101 883,246 1.42% Shares
Invesco Ltd. $127,014,686 839,489 1.35% Shares
DIMENSIONAL FUND ADVISORS LP $114,935,226 759,634 1.22% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $101,709,912 672,240 1.08% Shares
GOLDMAN SACHS GROUP INC $92,840,585 613,619 0.99% Shares
VICTORY CAPITAL MANAGEMENT INC $90,536,104 598,388 0.96% Shares
AMERIPRISE FINANCIAL INC $89,733,618 593,084 0.95% Shares
SOROS FUND MANAGEMENT LLC $82,622,661 546,085 0.88% Shares
UBS Group AG $78,487,480 518,754 0.83% Shares
Capital Research Global Investors $77,726,290 513,723 0.83% Shares
Bank of New York Mellon Corp $72,143,187 476,822 0.77% Shares
Boston Trust Walden Corp $70,712,324 467,365 0.75% Shares
Zimmer Partners, LP $69,683,031 460,562 0.74% Shares
PRINCIPAL FINANCIAL GROUP INC $69,139,066 456,943 0.73% Shares
NORTHERN TRUST CORP $68,622,417 453,552 0.73% Shares
TWO SIGMA ADVISERS, LP $65,039,184 513,900 0.69% Shares
FIRST TRUST ADVISORS LP $64,812,131 428,368 0.69% Shares
Energy Income Partners, LLC $60,618,194 400,649 0.64% Shares
ANCHOR CAPITAL ADVISORS LLC $59,859,698 395,636 0.64% Shares
FRANKLIN RESOURCES INC $59,724,129 394,740 0.63% Shares
Nuveen, LLC $57,433,701 379,602 0.61% Shares
BANK OF AMERICA CORP /DE/ $54,984,634 363,415 0.58% Shares
VANGUARD FIDUCIARY TRUST CO $52,963,322 350,055 0.56% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $50,417,387 331,301 0.54% Shares
Squarepoint Ops LLC $47,982,526 317,135 0.51% Shares
MAIRS & POWER INC $46,898,461 309,970 0.50% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $43,385,124 286,749 0.46% Shares
Brookfield Corp /ON/ $42,664,482 281,986 0.45% Shares
Connor, Clark & Lunn Investment Management Ltd. $42,642,089 281,838 0.45% Shares
JPMORGAN CHASE & CO $42,075,953 274,032 0.45% Shares
WESTWOOD HOLDINGS GROUP INC $41,952,614 277,281 0.45% Shares
RAYMOND JAMES FINANCIAL INC $41,863,228 276,690 0.44% Shares
Legal & General Group Plc $40,724,211 269,162 0.43% Shares
AQR CAPITAL MANAGEMENT LLC $38,098,094 251,905 0.40% Shares

Show all 594 institutional owners →

Company insiders 64 insiders · 32 officers · 31 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Lisa A Grow President & CEO Feb. 20, 2026 A 36,312 0 0 $0
Brian R Buckham EVP, CFO, and Treasurer Feb. 20, 2026 A 26,413 0 0 $0
Steven R Keen SVP & CFO Feb. 18, 2022 A 23,112 0 0 $0
Adam J Richins EVP and COO (IPC) June 10, 2026 S 18,550 0 1 $-213,045
James Bo D Hanchey VP of Cust Op & CSO (IPC) May 29, 2026 S 2,138 0 1 $-211,425
Timothy E Tatum VP Regulatory Affairs (IPC) March 3, 2026 S 2 0 1 $-210,772
Amy I Shaw VP of Finance, Compl., & Risk Feb. 20, 2026 A 1,008 0 0 $0
Julia A Hilton VP and General Counsel Feb. 20, 2026 A 2,313 0 1 $-142,790
Mitchel D Colburn VP of Plan, Eng, & Const (IPC) Feb. 20, 2026 A 2,428 0 1 $-185,445
Ryan Adelman VP of Power Supply (IPC) Feb. 20, 2026 A 5,424 0 0 $0
Sarah E Griffin VP of Human Resources (IPC) Feb. 20, 2026 A 5,659 0 0 $0
Jeffrey L Malmen SVP of Public Affairs Feb. 20, 2026 A 19,854 0 0 $0
Kenneth W Petersen VP, CAO & Treasurer Feb. 17, 2023 A 16,665 0 0 $0
Patrick A Harrington VP, GC, & Corp Sec Feb. 17, 2023 A 13,050 0 0 $0
Tom J Harvey VP of Power Supply (IPC) Aug. 3, 2020 S 4 0 0 $0
Tessia Park Fmr VP of Power Supply (IPC) Feb. 21, 2020 A 2,415 0 0 $0
Jeffrey Scott Glenn VP of Corp Svcs & CIO Feb. 22, 2019 A 950 0 0 $0
Newell V Porter VP T&D Eng & Constr & CSO Feb. 22, 2019 A 15,280 0 0 $0
Lonnie G Krawl SVP Admin Svcs & CHRO Feb. 23, 2018 A 11,040 0 0 $0
Rex Blackburn Sr Vice Pres/Retired 12/30/16 Jan. 3, 2017 F 26,893 0 0 $0
Daniel B Minor Exec. V.P. Feb. 19, 2016 A 64,716 0 0 $0
Gregory W Said VP, Regulatory Affairs Feb. 20, 2015 A 10,377 0 0 $0
Warren Kline SVP - Customer Operations Feb. 20, 2015 A 14,237 0 0 $0
Luci K Mcdonald VP - HR & Corp Services Feb. 20, 2015 A 25,157 0 0 $0
Lori D Smith VP & Chief Risk Officer Feb. 20, 2015 A 1,165 0 0 $0
John R Gale Sr VP Corporate Responsibility Feb. 25, 2011 A 13,931 0 0 $0
James Craig Miller Senior V.P. - Power Supply Aug. 31, 2009 F 16,262 0 0 $0
Thomas R Saldin Sr. VP & General Counsel March 31, 2009 F 11,500 0 0 $0
Gregory W Panter V.P. - Public Affairs Sept. 30, 2008 F 5,242 0 0 $0
Bryan Kearney V.P. & Chief Info. Officer March 15, 2006 A 7,860 0 0 $0
Robert W Stahman V.P., Gen. Counsel & Secretary Feb. 6, 2004 D 12,386 0 0 $0
John P Prescott V.P. - Power Supply Feb. 6, 2004 D 6,874 0 0 $0
Sharon L. Miller Director June 1, 2026 A 689 0 0 $0
Scott W Madison Director March 1, 2026 A 2,226 0 0 $0
Michael J. Kennedy Director March 1, 2026 A 1,807 0 0 $0
Mark T Peters Director March 1, 2026 A 7,371 0 0 $0
Odette C Bolano Director March 1, 2026 A 7,829 0 0 $0
Susan Morris Director March 1, 2026 A 4,717 0 0 $0
Nate Jorgensen Director March 1, 2026 A 4,550 0 0 $0
Annette G Elg Director March 1, 2026 A 10,245 0 0 $0
Dennis L Johnson Director March 1, 2026 A 17,970 0 0 $0
Ron W Jibson Director March 1, 2025 A 494 0 0 $0
Judi Johansen Director March 1, 2025 A 28,760 0 0 $0
Richard J Navarro Director March 1, 2025 A 15,421 0 0 $0
Jeff C Kinneeveauk Director March 1, 2024 A 3,090 0 0 $0
Richard J Dahl Director March 1, 2024 A 11,671 0 0 $0
Thomas E Carlile Director March 1, 2023 A 13,863 0 0 $0
Darrel T Anderson Director March 1, 2022 A 126,716 0 0 $0
Christine King Director March 1, 2021 A 10,194 0 0 $0
Robert A Tinstman Director March 1, 2019 A 24,668 0 0 $0
Lamont J Keen Director March 1, 2018 A 52,760 0 0 $0
Joan H Smith Director March 2, 2015 A 13,076 0 0 $0
Thomas J Wilford Director March 2, 2015 A 19,271 0 0 $0
Jan B Packwood Director March 2, 2015 A 10,278 0 0 $0
Stephen C Allred Director March 3, 2014 A 8,332 0 0 $0
Gary G Michael Director March 1, 2013 A 18,132 0 0 $0
Richard G Reiten Director March 1, 2012 A 13,011 0 0 $0
Jon H Miller Director Feb. 26, 2010 A 5,952 0 0 $0
ONEILL PETER S Director March 2, 2009 A 8,352 0 0 $0
Rotchford L Barker Director Feb. 1, 2007 A 16,862 0 0 $0
LEMLEY JACK K Director Feb. 1, 2006 A 7,280 0 0 $0
Christopher L Culp Director June 2, 2004 A 2,570 0 0 $0
Dennis C Gribble · Aug. 5, 2013 S 14,238 0 0 $0
Naomi Shankel · Feb. 22, 2013 A 12,040 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 82 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
UTES · ETFis Series Trust I 4.64% 426,888 NS July 31, 2026 N-PORT
FPWR · First Trust Exchange-Traded Fund IV 2.67% 5,539 NS July 31, 2026 N-PORT
SMCO · Tidal Trust II 2.23% 22,196 NS July 31, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.48% 77,907 SH Oct. 1, 2026 Daily
HSMV · First Trust Exchange-Traded Fund III 1.47% 3,633 NS July 31, 2026 N-PORT
OSCV · ETF Series Solutions 1.37% 67,558 NS July 31, 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 0.94% 270,553 NS July 31, 2026 N-PORT
ZAP · Global X Funds 0.82% 26,533 NS July 31, 2026 N-PORT
FXU · First Trust Exchange-Traded AlphaDE… 0.80% 46,571 NS July 31, 2026 N-PORT
DVY · iShares Trust 0.60% 1,048,453 SH Sept. 11, 2026 Daily
VPU · VANGUARD WORLD FUND 0.53% 379,327 SH Aug. 19, 2026 Daily
FUTY · FIDELITY COVINGTON TRUST 0.52% 83,886 NS July 31, 2026 N-PORT
IDU · iShares Trust 0.48% 45,881 SH Sept. 11, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.45% 47,634 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.37% 1,401 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.37% 11,952 NS July 31, 2026 N-PORT
POWR · iShares, Inc. 0.30% 10,155 SH Sept. 11, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.24% 7,373 SH Oct. 1, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.23% 89,594 SH Aug. 19, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.23% 22,832 SH Aug. 19, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.23% 28,429 SH Aug. 19, 2026 Daily
EIPX · First Trust Exchange-Traded Fund IV 0.23% 8,920 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.22% 6,079 NS July 31, 2026 N-PORT
TRFM · ETF Series Solutions 0.22% 3,821 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.20% 9,216 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.20% 11,990 SH Oct. 1, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.18% 806,570 SH Aug. 19, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.18% 30,706 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.17% 813 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.16% 23,138 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.15% 161,728 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.14% 13,616 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.13% 2,142 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.11% 7,951 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.10% 29,626 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.10% 1,270,687 SH Aug. 19, 2026 Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 2,936 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.09% 635,790 SH Aug. 19, 2026 Daily
HDV · iShares Trust 0.08% 91,157 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.07% 82,256 SH Sept. 11, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.07% 6,918 SH Oct. 1, 2026 Daily
WSML · iShares Trust 0.07% 3,321 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.06% 228,076 SH Sept. 11, 2026 Daily
VFMV · VANGUARD WELLINGTON FUND 0.05% 1,448 SH Aug. 19, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.04% 474 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.04% 313,022 SH Aug. 19, 2026 Daily
DGRO · iShares Trust 0.04% 125,868 SH Sept. 11, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.03% 220,922 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.03% 1,578 SH Oct. 1, 2026 Daily
DCOR · Dimensional ETF Trust 0.03% 5,917 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.02% 76,952 NS July 31, 2026 N-PORT
IWD · iShares Trust 0.02% 122,862 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 33,375 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 12,646 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.01% 10,410 SH Oct. 1, 2026 Daily
TILT · FlexShares Trust 0.01% 1,837 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 16,990 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.01% 23,197 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 2,333 SH Sept. 10, 2026 Daily
IWB · iShares Trust 0.01% 37,044 SH Sept. 11, 2026 Daily
IUSG · iShares Trust 0.01% 25,061 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 1,758,520 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 43,979 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 9,101 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 4,665 SH Aug. 19, 2026 Daily
ITOT · iShares Trust 0.01% 70,819 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 14,727 SH Sept. 10, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 2,273 SH Oct. 1, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.00% 2,000 Sept. 30, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 14, 2026 Daily
IJH · iShares Trust · 1,943,827 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 167,023 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 135,797 SH Aug. 21, 2026 Daily
IFRA · iShares Trust · 67,643 SH Sept. 11, 2026 Daily
ISCB · iShares Trust · 2,382 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 6,093 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 127,413 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 23,540 SH Sept. 1, 2026 Daily

IDA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 12 analysts BUY
Median target $160.00 +20.5%
5 41.7% Strong Buy
5 41.7% Buy
2 16.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

9 analysts · 2026-10-01

Mean target $157.33 +18.5%

← Below all targets Current price $132.79
Low$143.00 Mean$157.33 High$171.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
IDA · 21.5 -1.2% 18.5% 9.4% ·
EVRG · 19.8 1.9% 14.3% 8.5% ·
LNT $16.72B 20.7 9.6% 18.6% 11.3% ·
PNW · 17.6 4.2% 11.8% 9.2% ·
OGE $8.80B 18.4 9.2% 14.4% 9.8% ·
OKLO $11.52B -99.7 · · -9.7% ·
TXNM $6.41B 39.8 9.9% 7.8% 5.7% ·
POR $5.55B 17.3 4.0% 8.6% 7.7% ·
OTTR $3.39B 12.3 -2.3% 21.2% 15.2% ·
NEE $167.22B 24.3 9.8% 26.5% 13.1% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 30, 2026