Core Insights - Dominion Energy has undergone a significant transformation over the past decade, focusing on expanding its regulated utility operations while divesting from other energy businesses to fund these investments [1][2] Investment Strategy and Performance - Ten years ago, Dominion Energy had a diversified portfolio, which included power generation assets and natural gas infrastructure, positioning it for growth in earnings and dividends [2] - An initial investment of $10,000 would have decreased to approximately $7,300 today, but with reinvested dividends, the total return would be around $11,150, reflecting a modest annualized return of 1.1% [3] - The company made substantial acquisitions, including Quester in 2016 and SCANA in 2018, to accelerate its growth strategy [4] Strategic Challenges - Dominion Energy overextended itself financially, leading to asset sales to manage debt, including significant divestitures to Berkshire Hathaway in 2020 and other transactions in subsequent years [5] - The company cut its dividend by 33% in 2020 to conserve cash for debt reduction and to invest in its electric utility businesses, highlighting the impact of its strategic decisions on shareholder returns [5] - The overall performance indicates that aggressive growth strategies do not always yield positive results, emphasizing the need for careful expansion to enhance shareholder value [6]

Generating some extra dividend income is never a bad idea, especially now when costs are rising.You might think that investing in the stock market today is a bad idea given all the turmoil and uncertainty ahead, but the stocks listed here all have fairly robust and stable businesses. They have been performing well over the past 12 months, and they can be among the safest investments to be holding right now.Verizon Communications (VZ 0.41%), Toronto-Dominion Bank (TD 0.66%), and Dominion Energy (D 0.15%) off ...

Core Insights - Dominion Energy has a strong history of beating earnings estimates and is well-positioned for future earnings growth [1][4] - The company reported earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, resulting in a surprise of 7.41% [2] - The average surprise for the last two quarters was 6.96%, indicating consistent performance [1][2] Earnings Performance - In the previous quarter, Dominion Energy's earnings were $0.98 per share against an expected $0.92 per share, delivering a surprise of 6.52% [2] - The company's Earnings ESP (Expected Surprise Prediction) is currently +1.99%, suggesting a positive outlook from analysts [7] Analyst Sentiment - Estimates for Dominion Energy have been trending higher, reflecting the company's earnings surprise history [4] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high probability of another earnings beat, with a success rate of nearly 70% for stocks with this profile [5][7] Future Outlook - The next earnings report for Dominion Energy is expected to be released on May 1, 2025 [7] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, providing insights into potential earnings performance [6]

Group 1: Economic Context - Fed Chairman Jerome Powell warns that unemployment and inflation are likely to rise due to economic slowdown and tariffs, indicating potential stagflation [2] - Trump's tariffs could lead to a combination of slowing economic growth and increasing inflation, raising concerns for investors [2] Group 2: Investment Opportunities - Dominion Energy is highlighted as a strong investment during stagflation due to its essential service of electricity, with a forward dividend yield of 5.13% and expected EPS growth of 5% to 7% annually [3][6] - Kroger is positioned to benefit from consistent consumer demand for groceries, with its share price rising amid market turbulence, and it has less exposure to international tariffs compared to peers [7][8][9] - Vertex Pharmaceuticals is noted for its unique position in the market with approved medications for cystic fibrosis and a new pain medication, suggesting resilience in its share price despite economic challenges [11][13][14]

NextEra Energy (NEE) and Dominion Energy (D) are two of the most prominent utility companies in the United States. Both companies continue to invest millions of dollars in strengthening their infrastructure and adding more renewable energy assets to their generation portfolio. NextEra Energy and Dominion Energy’s focus on strengthening infrastructure is enhancing grid resilience, ensuring the stability of power supply even during extreme weather events. These companies also make strategic acquisitions to ex ...

Group 1 - Dominion Energy is one of the largest energy companies in the US, providing electricity to millions across Virginia, North/South Carolina, and natural gas to various states [1] - The company has a current portfolio of more than 30,000 [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] Group 2 - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities [1] - There is a noted aversion to investing in high-tech businesses or certain consumer goods, as well as cryptocurrencies [1] - The aim is to connect with like-minded investors through Seeking Alpha to share insights and build a collaborative community [1]

Group 1: Economic Outlook - 60% of CFOs expect a U.S. recession later in 2025, and 15% predict a recession next year [2] - 90% of CFOs believe President Trump's tariffs will lead to inflation [2] Group 2: Investment Opportunities - **Dominion Energy**: Provides electricity to 3.6 million customers and natural gas to around 500,000 customers, making it resilient during economic downturns [3][4]. Its shares have increased in 2025 while major market indexes have fallen, with a forward price-to-earnings ratio of 16.5 [5]. The construction of new data centers in Virginia could provide long-term growth [6]. - **Vertex Pharmaceuticals**: Focused on cystic fibrosis treatments, with its newest drug, Alyftrek, expected to be highly successful [8]. Recently received approval for Journavx, a non-opioid pain therapy with significant commercial potential [9]. The company has a strong pipeline, including potential treatments for severe type 1 diabetes [10]. - **Walmart**: The largest discount retailer, well-positioned to perform better during a recession due to its "everyday low prices" [11][12]. Walmart has a strong dividend track record, being a Dividend King with 52 consecutive years of dividend increases [12]. However, its shares trade at approximately 33.6 times forward earnings [13].

Dominion Energy (D) is expanding and strengthening its infrastructure through systematic investments to better serve its customers. A focus on renewable energy and contributions from organic assets are projected to increase its presence in the clean energy market. However, D faces risks related to the operation of nuclear facilities and unplanned outages. Tailwinds Favoring D Dominion Energy has a well-defined long-term capital investment plan for improving and expanding its infrastructure. The company inte ...

Group 1: Stock Performance - Dominion Energy closed at $54.99, with a +0.95% change from the previous day, outperforming the S&P 500's daily loss of 1.97% [1] - Over the previous month, shares of Dominion Energy experienced a loss of 3.56%, underperforming the Utilities sector's gain of 1.07% and the S&P 500's loss of 2.79% [1] Group 2: Earnings Forecast - Upcoming earnings disclosure is anticipated, with a predicted EPS of $0.82, reflecting a 49.09% growth compared to the same quarter last year [2] - Revenue is forecasted to be $3.92 billion, indicating a 7.84% growth compared to the corresponding quarter of the prior year [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of $3.39 per share and revenue of $15.93 billion, representing changes of +22.38% and +10.2% respectively from last year [3] Group 4: Analyst Estimates - Recent changes in analyst estimates indicate optimism regarding Dominion Energy's business and profitability [4] Group 5: Valuation Metrics - Dominion Energy has a Forward P/E ratio of 16.09, which is below the industry average of 18.1, suggesting it is trading at a discount [7] - The company has a PEG ratio of 1.18, compared to the industry average of 2.74, indicating a more favorable valuation based on expected earnings growth [8] Group 6: Industry Ranking - The Utility - Electric Power industry has a Zacks Industry Rank of 60, placing it in the top 24% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Core Viewpoint - Dominion Energy is currently offering a high dividend yield of 4.8%, significantly above the average utility yield of 2.8%, but has faced challenges in maintaining consistent dividend performance [1] Business Transformation - Over the past few decades, Dominion Energy has shifted its focus from oil production to more stable cash-generating assets, including electric utilities, natural gas utilities, and energy pipelines [2] - In 2020, Dominion sold its energy pipeline business to Berkshire Hathaway, which necessitated a dividend cut due to the loss of income-producing assets [3] Dividend Management - After the sale of its pipeline business, Dominion briefly increased its dividend but then conducted a strategic review, which delayed further increases [4] - The company maintained its dividend post-sale of natural gas utilities to Enbridge in September 2023, but indicated that the dividend would remain static until the balance sheet was strengthened [6] Financial Metrics - Dominion's balance sheet is solid with an investment-grade rating, but the dividend payout ratio remains high at 96% for 2024, which is expected to decrease to below 80% by 2025 if earnings targets are met [8][9] - The company aims for a payout ratio below 70% before considering any dividend increases [9] Market Opportunities - The demand for commercial power, particularly from data centers, is projected to grow significantly, increasing from 48% to 62% of Dominion's business over the next decade [10] - An 88% increase in contracted capacity from data centers within six months in 2024 highlights the growing demand for power to support AI technology [11] Future Outlook - There is potential for Dominion to restore dividend growth as it meets financial targets, particularly given the accelerating demand from data centers in Virginia [12][13] - Management has expressed confidence in their ability to capitalize on the growing data center market, indicating a positive outlook for future dividend increases [13]