Enel Investment Plan Exceeds €53B: Rally Opportunity and Higher Dividend
Enel's €53 billion investment plan, higher dividend, and buyback: How attractive is the stock after the rally?
Enel SpA operates as an integrated operator in the electricity and gas industries worldwide. The company operates through the Thermal Generation and Trading, Enel Green Power, Enel Grids, and End-User Markets segments. It operates renewable, nuclear, wind, hydroelectric, thermal, solar, and geothermal power plants. The company also generates, distributes, transmits, and sells electricity. In addition, it provides solutions and technologies for the electrification of cities, such as smart cities and street lighting; for businesses, including energy efficiency and demand response; and for individuals, including energy efficiency solutions for houses and…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $18.58B | -2.5% | $1.86B | $0.18 | -5.3% | 55.8% | 10.6% |
| Q4 2025 Dec 2025 | $16.14B | -0.6% | $-1.01B | — | — | 34.2% | 8.7% |
| Q3 2025 Sep 2025 | $16.15B | — | $1.81B | — | — | 51.9% | 2.2% |
| Q2 2025 Jun 2025 | $13.09B | — | $1.42B | — | — | 45.9% | -13.5% |
| Q1 2025 Mar 2025 | $19.05B | — | $2.01B | $0.19 | — | 45.5% | 3.0% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Enel's €53 billion investment plan, higher dividend, and buyback: How attractive is the stock after the rally?