Professional
Added to YB: 2025-04-04
Pitch date: 2025-02-18
TLN [neutral]
Talen Energy Corporation
+43.73%
current return
Author Info
No bio for this author
Company Info
Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.
Market Cap
$16.5B
Pitch Price
$247.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.68
P/E
79.26
EV/Sales
8.10
Sector
Independent Power and Renewable Electricity Producers
Category
value
AMG River Road Mid Cap Value Fund Portfolio Holding: Talen Energy Corporation
TLN trimmed position: Diverse 10.7 GW power portfolio (48% nuclear, 41% gas, 11% coal) in PJM/WECC. Susquehanna nuclear plant key asset. $1B buyback (20% shares in 2024), $1B more authorized. Added to 5 indices. Strong fundamentals, 2.4x leverage. Data center demand growth (25GW to 80GW by 2030) boosts value. Trimmed near assessed value.
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