Every material Form 8-K OGE Energy has filed with the SEC since December 19, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
OGE Energy Corp. filed a prospectus supplement for an at-the-market equity offering program allowing it to sell common stock with an aggregate sales price of up to $750 million, at times it determines. The company is not obligated to sell any shares, and actual sales will depend on market conditions and its funding decisions, so the program may dilute existing shareholders if used.
Aggregate sales price of up to $750,000,000 of common stock may be offered and sold from time to time.
Shares will be offered under an automatic shelf registration on Form S-3 (No. 333-279061) and a prospectus supplement dated October 28, 2026.
Company may use forward sale agreements with Forward Purchasers; it expects to receive cash at settlement but may cash settle or net share settle instead.
Some affiliates of the agents are lenders under the company's credit facilities and may receive a share of any repayment funded by offering proceeds.
OGE Energy reported third quarter 2026 diluted earnings of $1.52 per share, up from $1.14 a year earlier, on net income of $316.2 million versus $231.3 million. The company now expects 2026 consolidated earnings of $2.62 to $2.68 per diluted share, above its original guidance range, citing warmer than normal weather.
Q3 2026 diluted EPS was $1.52 versus $1.14 in Q3 2025; net income was $316.2 million versus $231.3 million.
Operating revenues rose to $1,182.8 million from $1,045.0 million, with OG&E's results driven by significantly warmer weather.
2026 guidance now calls for consolidated earnings of $2.62 to $2.68 per diluted share, assuming normal weather for the rest of the year.
OG&E's board named Chief Commercial Officer John Laws as its chief operating officer, effective January 4, 2027. The filing says Laws' compensation will be set in the standard annual officer review in December 2026, so no pay terms are disclosed yet.
John Laws, 52, named COO of OG&E by the board on October 5, 2026, effective January 4, 2027
Laws has been OG&E Chief Commercial Officer since January 2026
Previously Oklahoma Secretary of Budget and State CFO (October 2022 to December 2024) and Enable Midstream Partners EVP and CFO (2016 to 2021)
Compensation as COO to be set in December 2026 review
OGE Energy's board elected Richard (Rick) E. Muncrief, retired president and CEO of Devon Energy, as a director effective August 1, 2026. He will serve on the Nominating, Corporate Governance and Stewardship Committee and the Audit Committee, and is expected to stand for shareholder approval at the May 13, 2027 annual meeting.
Board elected Muncrief on July 28, 2026; effective date August 1, 2026
Term runs to the Annual Meeting of Shareholders scheduled for May 13, 2027
Serves on the Nominating, Corporate Governance and Stewardship Committee and the Audit Committee
Muncrief, 68, retired from Devon Energy in March 2025 and also sits on the Williams Companies board
OGE Energy 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. Operating revenues fell to $711.9 million from $741.6 million, and the company left its 2026 earnings guidance unchanged at $2.43 per diluted share, within a range of $2.38 to $2.48.
Q2 2026 diluted EPS was $0.56, versus $0.53 in Q2 2025; net income was $116.3 million, versus $107.5 million.
Operating revenues were $711.9 million in Q2 2026, down from $741.6 million in Q2 2025.
OG&E contributed $0.58 per diluted share, while Other Operations posted a loss of $0.02 per diluted share.
2026 consolidated EPS guidance remains $2.43, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
On June 12, 2026, OGE Energy and its subsidiary Oklahoma Gas and Electric Company (OG&E) each entered into a second amended and restated unsecured five-year revolving credit agreement of $650 million, replacing their prior $550 million facilities. The new facilities are scheduled to terminate on June 12, 2031, and the filing states that no borrowings were outstanding under OGE Energy's facility as of the closing date.
OGE Energy's new $650 million unsecured revolver replaces its $550 million facility, which was set to mature December 18, 2029.
Both new facilities terminate June 12, 2031, with a right to request up to two one-year extensions, subject to lender consent.
As of June 12, 2026, no borrowings were outstanding under OGE Energy's facility.
OG&E's new $650 million facility also replaces a $550 million facility; $0.4 million of standby letters of credit carried over.
OGE Energy reported first quarter 2026 net income of $50.2 million, or $0.24 per diluted share, down from $62.7 million, or $0.31, a year earlier, while operating revenues rose slightly to $752.6 million from $747.7 million. The company said mild weather and higher operation and maintenance expense drove the decline at its regulated utility, Oklahoma Gas and Electric Company, and it left its 2026 earnings guidance of $2.38 to $2.48 per diluted share unchanged.
Net income was $50.2 million, or $0.24 per diluted share, versus $62.7 million, or $0.31, in the first quarter of 2025.
Operating revenues were $752.6 million, up from $747.7 million a year earlier.
OG&E contributed $0.28 per diluted share, down from $0.35; heating degree days were 1,383 versus 1,900 a year earlier.
2026 consolidated earnings guidance remains $2.43 per diluted share, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
OGE Energy director Luther C. Kissam IV told the company on April 13, 2026 that he will resign from the Board at the annual shareholder meeting on May 14, 2026, citing a new chief executive role at another company. The company says the decision is not due to any disagreement over its operations, policies, or practices, and the board will shrink to eight directors at the meeting.
Director Luther C. Kissam IV will not stand for re-election and resigns effective at the May 14, 2026 Annual Meeting
Reason given: he recently accepted a chief executive officer position at another company, which requires him to leave other boards
Board size reduced from nine to eight directors effective with the Annual Meeting; the rest of the nominee slate is unchanged
OGE Energy director Judy R. McReynolds informed the company on February 19, 2026 that she will not stand for re-election and will retire from the Board at the annual shareholder meeting on May 14, 2026. The filing says her decision is not due to any disagreement with the company on its operations, policies, or practices, and it describes her 14-plus years of Board service, including five years as Lead Director.
Judy R. McReynolds informed the company on February 19, 2026 of her retirement decision.
Retirement takes effect at the annual shareholder meeting scheduled for May 14, 2026.
She served more than 14 years on the Board and five years as Lead Director.
The filing states the departure is not due to any disagreement with the company.
OGE Energy reported full-year 2025 net income of $470.7 million, or $2.32 per diluted share, up from $2.19 in 2024, and gave 2026 consolidated EPS guidance of $2.38 to $2.48, with a $2.43 midpoint. Fourth-quarter 2025 earnings fell to $0.34 per diluted share from $0.50, and the Board approved a $0.425 per share second-quarter dividend.
2025 net income was $470.7 million, or $2.32 per diluted share, versus $441.5 million, or $2.19, in 2024.
Fourth-quarter 2025 net income was $69.2 million, or $0.34 per diluted share, versus $101.9 million, or $0.50, a year earlier; the filing cites a prior-year interim rate order recognized in Q4 2024.
2026 guidance: $2.38 to $2.48 per diluted share, midpoint $2.43, with targeted annual EPS growth of 5% to 7% from the midpoint.
Board approved a second-quarter dividend of $0.425 per share, payable April 24, 2026, to holders of record on April 6, 2026.
OGE Energy disclosed that Donnie O. Jones, Vice President - Utility Operations at Oklahoma Gas and Electric Company (OG&E), notified the company on December 3, 2025 that he plans to retire at year-end 2026. The filing gives no successor name, financial figures, or other details, so the change's effect on operations is not stated.
Donnie O. Jones, Vice President - Utility Operations of OG&E, plans to retire at year-end 2026
Notice to OGE Energy was given on December 3, 2025
OG&E serves approximately 910,000 customers in Oklahoma and western Arkansas
OGE Energy reported third quarter 2025 diluted earnings of $1.14 per share, up from $1.09 a year earlier, with operating revenues of $1.045 billion, up from $965.4 million. The company said its 2025 consolidated earnings guidance remains projected in the top half of its original range of $2.21 to $2.33 per share, assuming normal weather for the rest of the year.
Q3 2025 diluted EPS $1.14 vs. $1.09 in Q3 2024; net income $231.3 million vs. $218.7 million
OG&E contributed $1.20 per diluted share vs. $1.12; other operations posted a $0.06 per share loss vs. a $0.03 loss
Nine-month 2025 diluted EPS $1.99 vs. $1.69 in the same period of 2024
2025 guidance remains in the top half of the original $2.21 to $2.33 range
OGE Energy reported second-quarter 2025 diluted earnings of $0.53 per share, up from $0.51 a year earlier, with net income of $107.5 million and operating revenues of $741.6 million. The company said its 2025 consolidated earnings are expected to land in the top half of its $2.21 to $2.33 per-share guidance range, which assumes normal weather for the rest of the year.
Q2 2025 diluted EPS was $0.53, versus $0.51 in Q2 2024; net income was $107.5 million, versus $102.3 million.
Operating revenues rose to $741.6 million from $662.6 million, while OG&E net income fell to $107.7 million from $109.3 million, which the filing attributes mainly to milder weather.
2025 consolidated EPS guidance remains $2.21 to $2.33, with earnings now expected in the top half of that range.
OGE Energy is constructing about 550 MW of natural gas combustion turbine generation, expected to be operational in 2026.
OGE Energy Corp. reported first quarter 2025 net income of $62.7 million, or $0.31 per diluted share, up from $18.6 million, or $0.09 per diluted share, a year earlier. The company said its 2025 consolidated earnings guidance of $2.21 to $2.33 per diluted share remains unchanged, which means shareholders see stronger quarterly results with no change to the full-year outlook.
Q1 2025 net income was $62.7 million, or $0.31 per diluted share, versus $18.6 million, or $0.09, in Q1 2024
Oklahoma Gas and Electric (OG&E) contributed $0.35 per diluted share, up from $0.12, driven by capital recovery and load growth
Other operations, including the holding company, posted a loss of $0.04 per diluted share, compared with a loss of $0.03
2025 EPS guidance unchanged at $2.27 midpoint, range $2.21 to $2.33, assuming normal weather for the rest of the year
OGE Energy reported 2024 diluted earnings of $2.19 per share, up from $2.07 in 2023, with net income of $441.5 million compared with $416.8 million. The company guided to 2025 consolidated earnings of $2.21 to $2.33 per diluted share, with a $2.27 midpoint, and expects annual earnings per share growth of 5% to 7% from that midpoint, which signals continued growth for shareholders.
2024 net income was $441.5 million, or $2.19 per diluted share, versus $416.8 million, or $2.07, in 2023
Fourth-quarter 2024 net income was $101.9 million, or $0.50 per diluted share, versus $48.2 million, or $0.24, a year earlier
2025 guidance midpoint is $2.27 per diluted share, within a range of $2.21 to $2.33
Board approved a second-quarter dividend of $0.42125 per common share, payable April 25, 2025, to holders of record on April 7, 2025
OGE Energy and its subsidiary Oklahoma Gas and Electric Company (OG&E) each extended their $550.0 million unsecured revolving credit facilities by one year, from December 18, 2028 to December 18, 2029. The filing says the other terms of the facilities are unchanged, so the move mainly extends the companies' access to committed bank credit.
Each company's $550.0 million unsecured revolving credit facility now matures December 18, 2029, up from December 18, 2028.
The extension was made effective December 18, 2024, using the second of the available one-year extension options.
All other terms of the amended credit facilities are unchanged, according to the filing.
The extension letter is filed as Exhibit 10.01; Wells Fargo Bank, National Association is named as Agent.
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