Every material Form 8-K PPL filed with the SEC in 2026, 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.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
PPL reported second-quarter 2026 earnings of $230 million, or $0.30 per share, up from $0.25 a year earlier, and ongoing earnings of $0.33 per share versus $0.32. The company reaffirmed its 2026 ongoing earnings forecast of $1.90 to $1.98 per share and its 6% to 8% annual EPS growth target through at least 2029. It also estimates $10 billion to $12 billion of potential investment upside through 2032 tied to generation needs, while its business plan excludes earnings and investments from the Invitium Energy joint venture.
Reported net income of $230 million ($0.30 per share) for Q2 2026, versus $183 million ($0.25) in Q2 2025; operating revenues were $2.11 billion versus $2.03 billion.
Ongoing earnings were $0.33 per share for Q2 2026, versus $0.32 a year earlier; ongoing earnings for the first six months were $0.96 per share versus $0.92.
2026 ongoing EPS forecast range of $1.90 to $1.98 was reaffirmed, with a midpoint of $1.94 per share.
Estimated $10 billion to $12 billion of investment upside through 2032; Invitium Energy expects one or more commercial agreements by the end of 2026.
PPL Corporation's board elected Kenneth M. Hartwick as a director, effective July 1, 2026. He previously served as president and chief executive officer of Ontario Power Generation from 2019 to 2025, and the filing says his utility CEO and CFO experience will strengthen the board. The filing does not describe any financial effect on PPL, and Hartwick will receive the same non-employee director compensation as other directors.
Board elected Hartwick on June 30, 2026, effective July 1, 2026.
Hartwick was president and CEO of Ontario Power Generation from 2019 to 2025.
He will serve on the People and Compensation Committee and Finance Committee.
With his appointment, the board will have 10 directors.
The Narragansett Electric Company, doing business as Rhode Island Energy and a wholly owned subsidiary of PPL Corporation, issued $400 million of 6.000% senior notes due May 15, 2056 on May 18, 2026. The company expects net proceeds of $396.3 million, which it intends to use to repay short-term debt incurred mainly for capital expenditures and general corporate purposes. The notes are not guaranteed by PPL Corporation, so the obligation sits at the subsidiary level.
$400 million principal at a 6.000% annual rate, with interest paid semiannually on May 15 and November 15, beginning November 15, 2026
Net proceeds of $396.3 million before other fees and expenses, to be used to repay short-term debt
Senior unsecured notes not guaranteed by PPL Corporation or its other subsidiaries; issued under a Seventh Supplemental Indenture dated May 18, 2026 with The Bank of New York Mellon
At its May 13, 2026 Annual Meeting, PPL Corporation shareowners elected all nine director nominees, approved an advisory vote on 2025 executive pay, and approved the Second Amended and Restated 2012 Stock Incentive Plan, which took effect on approval. Shareowners also ratified Deloitte & Touche LLP as the independent auditor for 2026.
All nine director nominees were elected, including Raja Rajamannar and Vincent Sorgi.
The Second A&R SIP was approved with 582,471,858 votes for and 16,548,521 against.
Shareowners ratified Deloitte & Touche LLP for the year ending December 31, 2026, with 662,634,703 votes for and 6,313,167 against.
The advisory vote on 2025 named executive officer compensation received 580,083,934 votes for and 18,747,637 against.
PPL reported first-quarter 2026 GAAP earnings of $452 million, or $0.60 per share, up from $414 million, or $0.56 per share, a year earlier. Earnings from ongoing operations were $478 million, or $0.63 per share, compared with $444 million, or $0.60 per share, in the first quarter of 2025. The company reaffirmed its 2026 ongoing EPS forecast of $1.90 to $1.98 and its 6% to 8% annual EPS growth target through at least 2029.
Operating revenues rose to $2,774 million from $2,504 million in the first quarter of 2025.
Reported EPS was $0.60 versus $0.56; ongoing EPS was $0.63 versus $0.60.
2026 ongoing EPS forecast reaffirmed at $1.90 to $1.98, with a $1.94 midpoint.
Pennsylvania base rate case settlement awaits a Public Utility Commission decision expected by the end of the second quarter of 2026, with new rates effective July 1, 2026.
PPL Corporation completed an offering of 23,000,000 equity units on February 26, 2026, including the full exercise of the underwriters' over-allotment option. Each unit has a $50 stated amount and combines a stock purchase contract with a beneficial interest in remarketable senior notes issued by PPL Capital Funding, Inc. and guaranteed by PPL, so the offering can add future common stock issuance for holders who settle the contracts.
Offering covered 20,000,000 units plus 3,000,000 over-allotment units, for 23,000,000 units in total, completed February 26, 2026.
Each unit has a $50 stated amount and total annual distributions of 7.00%, made up of 2.98% contract adjustment payments and 4.02% note interest.
Stock purchase contracts require holders to buy common stock for $50 in cash no later than February 15, 2029.
Underwriters for the offering were J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and RBC Capital Markets, LLC.
PPL Corporation reported 2025 reported earnings of $1.18 billion, or $1.59 per share, up from $888 million, or $1.20 per share, in 2024, and earnings from ongoing operations of $1.34 billion, or $1.81 per share, up from $1.69. The company forecast 2026 earnings of $1.90 to $1.98 per share, raised its capital plan to $23 billion for 2026 through 2029, and increased its quarterly dividend, which matters to shareholders because it sets out higher expected earnings and dividend growth.
Reported 2025 earnings were $1.18 billion, or $1.59 per share, compared with $888 million, or $1.20 per share, in 2024.
Earnings from ongoing operations were $1.34 billion, or $1.81 per share, compared with $1.69 per share in 2024.
2026 earnings forecast range is $1.90 to $1.98 per share, with a midpoint of $1.94 per share, a 7.2% increase over 2025 ongoing earnings.
Quarterly common dividend rises to $0.2850 per share from $0.2725, payable April 1, 2026, to shareowners of record as of March 10, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every PPL filing is on SEC EDGAR ↗. 8-K briefs of other companies →