Insider Trading March 3, 2026

Portland General Electric COO Disposes $266k in Shares as Company Reports Strategic Moves

Benjamin Felton sold roughly 5,000 shares; Portland General Electric posts 2025 results, prices share offering and discloses a major utility acquisition

By Maya Rios POR
Portland General Electric COO Disposes $266k in Shares as Company Reports Strategic Moves
POR

Portland General Electric Co.'s Executive Vice President and Chief Operating Officer, Benjamin Felton, sold 4,969 shares on February 27, 2026, in a transaction totalling $266,139. The trade, reported on a Form 4 filing with the SEC, occurred as the stock traded close to its 52-week high. The company also released its 2025 financial results, announced a $1.9 billion acquisition, and priced a public offering of about 9.4 million shares.

Key Points

  • Portland General Electric COO Benjamin Felton sold 4,969 shares on Feb. 27, 2026, for $53.56 each, totaling $266,139; he retains 41,081 shares.
  • The company reported 2025 adjusted earnings of $3.05 per diluted share on $3.56 billion in revenue, with industrial demand rising 14% year-over-year led by data center consumption.
  • Portland General Electric disclosed a $1.9 billion acquisition of PacifiCorp's Washington state utility operations and priced an offering of ~9.4 million shares at $50.70; UBS raised its price target to $55 while keeping a Neutral rating.

Benjamin Felton, Executive Vice President and Chief Operating Officer of Portland General Electric Co (NYSE: POR), reported the sale of 4,969 shares of common stock on February 27, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were sold at $53.56 each, resulting in gross proceeds of $266,139.

Following the transaction, Felton directly holds 41,081 shares of Portland General Electric. The sale coincides with POR trading near its 52-week high of $54.39, after a roughly 29% increase in the share price over the prior six months. An InvestingPro analysis cited in company commentary indicates the stock appears overvalued relative to its Fair Value and notes the availability of additional paid research content and tools for investors.


Company financials and operational highlights

Portland General Electric disclosed its full-year 2025 financial results in a separate release. Adjusted earnings were $3.05 per diluted share, down from $3.14 the prior year. Revenue for the period came in at $3.56 billion.

The company reported notable industrial demand growth of 14% year-over-year, driven in part by increased consumption from data centers. Management attributed a portion of the decline in earnings to severe weather in the fourth quarter, which reduced earnings by $0.17 per share.


Strategic transactions and capital markets activity

Portland General Electric announced a planned acquisition valued at $1.9 billion for PacifiCorp's Washington state utility operations. The company also provided its earnings guidance for 2026.

In capital markets activity, the company has priced a public offering of approximately 9.4 million shares at $50.70 per share, with the offering expected to close in February 2026.

UBS revised its price target for Portland General Electric to $55 from $53 while maintaining a Neutral rating. UBS cited positive financial drivers including the near-completion of balance sheet repair by 2027 and expected ratebase growth as reasons for the adjustment.


Taken together, the insider transaction and the array of corporate disclosures - including quarterly results, an acquisition, an equity offering and analyst target movement - represent a series of notable financial and strategic developments at Portland General Electric. The company continues to navigate operational headwinds such as severe weather impacts while pursuing growth and balance sheet objectives.

Risks

  • Earnings were negatively affected by severe fourth-quarter weather, which reduced earnings by $0.17 per share - a near-term operational risk for utilities and power markets.
  • The company has priced a sizeable equity offering (~9.4 million shares), which may introduce near-term dilution risk for existing shareholders and affect equity market dynamics.
  • Execution and integration risk associated with the $1.9 billion acquisition of PacifiCorp's Washington state utility operations could affect balance sheet and operational performance; this is material to utility and midstream sectors.

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