Core Viewpoint - Clearway Energy is a significant player in the U.S. clean energy sector with a diverse portfolio and a stable cash flow strategy through long-term power purchase agreements [1][2] Company Overview - Clearway Energy has a market capitalization of approximately $7.93 billion, indicating its substantial presence in the energy sector [2] - The company offers a dividend yield of 4.7%, appealing to investors seeking reliable income [1] Stock Performance - Clearway Energy's stock price recently decreased by 2.58% to $38.91, with a trading range between $37.04 and $39.70 for the day and a 52-week range of $25.63 to $41.51 [3] - RBC Capital set a new price target for Clearway Energy at $42, suggesting a potential increase of 9.02% from its current trading price of $38.53 [2] Industry Context - The growing demand for clean energy positions companies like Clearway Energy, Chevron, and Kinder Morgan as attractive long-term investments, particularly for those seeking durable dividend income [4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K Commission File Number: 001-36002 Clearway Energy, Inc. (Exact name of registrant as specified in its charter) Delaware 46-1777204 (State or other jurisdiction of incorporation or organization) 300 Carnegie Center, Suite 300 Princeton New Jersey 08540 (Address of principal executive of ices) (Zip Code) | Title of each class | Trading Symbol(s) | Name of each exchange on which registered | | --- | --- | --- | | Class A Common S ...

Key Takeaways CWEN reported a Q4 loss of 89 cents per share, missing estimates despite 21% revenue growth. Clearway Energy's 2025 operating income fell 18% as costs and interest expenses climbed. CWEN added 1.3 GW in 2025, plans $1B 2026 investment, and guides higher EBITDA and CAFD.Clearway Energy Inc. (CWEN) recorded a fourth-quarter 2025 loss of 89 cents per share, which missed the Zacks Consensus Estimate of a loss of 21 cents by 323.81%. In the year-ago quarter, the company reported earnings of 3 cents ...

Delivered 2025 CAFD at the top end of guidance, driven by the addition of 1.3 GW of new projects and strong operational availability across all technologies. Capitalized on surging hyperscaler and data center demand by signing approximately 2 GW of new PPAs in 2025, with several gigawatts of additional opportunities currently under discussion. Optimized the existing ERCOT portfolio by recontracting wind assets with hyperscalers, extending contracted life by up to 11 years at higher prices and more fav ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Below are the ratings of the most accurate analysts for three high-yielding stocks in the utilities sector.Edison International (NYSE:EIX)AES Corp (NYSE:AES)Clearway Energy Inc (NYSE:CWEN)Photo via Shutterstock ...

These stocks have plenty of fuel to continue growing their dividends.The energy sector can be a great source of durable dividend income. Many companies have long histories of increasing their dividends. Meanwhile, energy demand, especially for clean energy, will continue to grow for decades to come. Clearway Energy (CWENA +1.38%)(CWEN +0.96%), Chevron (CVX +0.49%), and Kinder Morgan (KMI 0.08%) currently offer attractive dividends that should continue growing in the decades ahead. That makes them great ener ...

Clearway Energy (CWEN) came out with a quarterly loss of $0.89 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -327.27%. A quarter ago, it was expected that this company created by NRG Energy to acquire and operate natural gas, solar and wind plants would post earnings of $0.32 per share when it actually produced earnings of $2 ...

Financial Data and Key Metrics Changes - Clearway Energy delivered Adjusted EBITDA of $237 million for Q4 2025 and Cash Available for Distribution (CAFD) of $35 million, with full-year CAFD generation of $430 million, exceeding the midpoint of the original guidance range of $400 million-$440 million [17][18] - The company reiterated its 2026 CAFD guidance range of $470 million-$510 million, reflecting incremental contributions from closed and committed drop-downs and third-party acquisitions [18][19] Business Line Data and Key Metrics Changes - The renewables and storage segment experienced below median expectations in wind resources, while solar performance was impacted by the timing of debt service related to growth investments [17] - Flexible generation exhibited solid operational execution in line with budgeted expectations [17] Market Data and Key Metrics Changes - Hyperscaler demand significantly drove growth, with approximately 2 gigawatts of new Power Purchase Agreements (PPAs) signed in 2025, enhancing revenue contracting opportunities [5][8] - The pricing environment for PPAs has been favorable, with current pricing approximately double that of three years ago, indicating robust demand across various geographies [39][40] Company Strategy and Development Direction - Clearway Energy aims to achieve a CAFD per share target of $2.90-$3.10 by 2030, representing a 7%-8% compound annual growth rate (CAGR) from 2025 [5][12] - The company is focusing on proven technologies in strategic geographic markets, with a significant pipeline of storage projects expected to be cost-competitive [12][13] - Clearway plans to maintain a long-term payout ratio below 70% after 2030, with retained cash flows becoming a greater source of funding for investments [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet its 2030 targets, citing strong organic growth and a favorable M&A environment [26][29] - The management team highlighted the importance of maintaining operational excellence and high levels of plant availability, which contributed to exceeding financial guidance [18][19] Other Important Information - Clearway Energy raised $600 million in senior unsecured notes due in 2034, demonstrating strong credit quality and supporting long-term growth targets [21] - The company executed $50 million of opportunistic equity issuances, which were the least dilutive in its history, providing flexibility for future capital needs [22] Q&A Session Summary Question: M&A Outlook - The management noted that the current M&A environment is similar to the previous year, allowing for disciplined evaluation of opportunities that are accretive to existing growth [26][28] Question: PPA Pricing Environment - Management indicated that the pricing environment is robust across all geographies, with significant demand for new projects, and that they are not seeing observable price escalation [39][40] Question: Revenue Enhancement Opportunities - The company is executing new long-term unit-contingent PPAs, which will enhance the quality of earnings and provide a favorable risk profile for existing projects [78] Question: Interconnection Capacity and Hybridization - Clearway is exploring opportunities to co-locate battery storage at existing sites, particularly in solar projects, to enhance capacity and meet growing demand [82][84] Question: Deriva Acquisition Timeline - Management expects to close the Deriva acquisition well before the end of the first half of the year, with financing already in place [87]

Clearway Energy (NYSE:CWEN) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsAkil Marsh - Senior Director of Investor RelationsCraig Cornelius - President and CEOHannah Velásquez - VP and Equity ResearchHeidi Hauch - VPSarah Rubenstein - CFOConference Call ParticipantsAngie Storozynski - Senior Equity Research Analyst and US Utilites & PowerJustin Clare - Managing Director and Senior Research AnalystMark Jarvi - Equity Research AnalystNelson Ng - VP and Equity AnalystOperatorThank you ...

Clearway Energy (NYSE:CWEN) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker8Thank you for standing by, and welcome to Clearway Energy, Inc.'s fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. To remove yourself from the queue, you may press star one one again. I would now lik ...