Insider Trading February 25, 2026

WEC Energy Director Disposes of $367,099 in Stock After Option Exercise

Director Gale E. Klappa sold shares and exercised options as WEC trades near its 52-week high amid mixed quarterly results and analyst responses

By Caleb Monroe WEC
WEC Energy Director Disposes of $367,099 in Stock After Option Exercise
WEC

Gale E. Klappa, a director at WEC Energy Group, sold 3,180 shares on February 23, 2026, for $115.44 per share, netting $367,099, after exercising options to buy the same number of shares at $68.175 apiece for $216,796. The stock is trading close to its 52-week peak while the company reports a Q4 2025 earnings-per-share shortfall and revenue beat. Analysts have maintained positive ratings with modest price-target adjustments, and the company provided 2026 guidance and long-term growth expectations.

Key Points

  • Director Gale E. Klappa sold 3,180 WEC shares on February 23, 2026, at $115.44 each for $367,099 and exercised options to acquire 3,180 shares at $68.175 totaling $216,796.
  • WEC traded near its 52-week high of $118.19, with the reported price at $115.90; the company has raised its dividend for 22 consecutive years, yielding 3.29%.
  • WEC reported Q4 2025 EPS of $0.97 (a 29.71% miss versus $1.38 expected) and revenue of $2.54 billion (12.89% above forecasts); analysts from Scotiabank and Mizuho maintained Outperform ratings, with Mizuho raising its price target from $117 to $121.

Gale E. Klappa, a director at WEC Energy Group, Inc. (NYSE: WEC), completed an insider transaction on February 23, 2026, selling 3,180 shares of the company's common stock at $115.44 per share. The sale generated proceeds of $367,099. On that same day Klappa exercised options to acquire 3,180 shares at an exercise price of $68.175, representing a total option exercise value of $216,796.

The stock was trading near its 52-week high of $118.19 at the time of the transactions, with a quoted price of $115.90. Independent analysis noted in the report described the utility as appearing overvalued at current levels. The company has an uninterrupted record of annual dividend increases reaching 22 consecutive years, with the current dividend yield reported at 3.29%.

Following the sale and option exercise, Klappa's direct holdings in WEC Energy Group stand at 276,600 shares. In addition to his direct holdings, Klappa indirectly holds 4,106.91 shares through the Employee Retirement Savings Plan - ERSP.

WEC Energy's recent fourth-quarter 2025 financial results were mixed. The company reported earnings per share of $0.97 for the quarter, below the consensus expectation of $1.38, a shortfall quantified as a 29.71% miss. Revenue for the quarter was reported at $2.54 billion, exceeding expectations by 12.89%.

Analysts reacted to the quarter with nuanced adjustments. Scotiabank reiterated a Sector Outperform rating on WEC Energy, citing strong growth prospects tied to rising demand from data centers. Mizuho also kept an Outperform rating and increased its price target from $117 to $121.

On guidance, WEC Energy provided a 2026 outlook of $5.51 to $5.61 in earnings per share, and the company is forecasting an EPS compound annual growth rate for 2026 of 6.5% to 7%. The firm also set longer-term growth expectations at 7% to 8% measured from the midpoint of its guidance range.


Context and implications

The transactions combine a contemporaneous option exercise and a sale of the same number of shares, leaving Klappa with substantial direct and indirect holdings while realizing cash proceeds and capturing gains relative to the option exercise price. The timing places the sale near the stock's yearly high and amid mixed operational results for the quarter.

Risks

  • Earnings shortfall - Q4 2025 EPS of $0.97 missed expectations by 29.71%, indicating potential near-term profitability pressure for the company and implications for utility sector earnings.
  • Valuation concern - Independent analysis noted the utility appears overvalued at current trading levels near its 52-week high, which could affect investor sentiment in the utilities and broader equity markets.
  • Reliance on growth drivers - Analyst commentary highlights demand from data centers as a growth factor; any slowdown in that demand could affect growth expectations and sector performance.

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