Subtext

Public Service Enterprise Group Incorporated PEG

SectorUtilities
Transcripts75
Date range2006-02-09 – 2025-04-30
Calls charted74

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-11-5+0+5+112005 Q42008 Q42011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22005 Q4 · Overall: +0.32006 Q1 · Overall: -1.72006 Q2 · Overall: +1.22006 Q3 · Overall: +5.92006 Q4 · Overall: +7.82007 Q2 · Overall: +5.32007 Q4 · Overall: +3.02008 Q1 · Overall: -0.82008 Q2 · Overall: +0.02008 Q3 · Overall: +0.02008 Q4 · Overall: -6.42009 Q1 · Overall: -1.62009 Q2 · Overall: -4.62009 Q3 · Overall: -3.82009 Q4 · Overall: -2.22010 Q3 · Overall: -2.32010 Q4 · Overall: -3.52011 Q1 · Overall: -2.12011 Q2 · Overall: +3.62011 Q3 · Overall: -7.52011 Q4 · Overall: -1.22012 Q1 · Overall: -3.72012 Q2 · Overall: +4.02012 Q3 · Overall: -0.72012 Q4 · Overall: -4.02013 Q1 · Overall: +1.42013 Q2 · Overall: +0.92013 Q3 · Overall: +8.92013 Q4 · Overall: +7.82014 Q1 · Overall: +2.52014 Q2 · Overall: -0.82014 Q3 · Overall: +0.52014 Q4 · Overall: +9.42015 Q1 · Overall: +4.42015 Q2 · Overall: +2.72015 Q3 · Overall: +5.02015 Q4 · Overall: +5.82016 Q1 · Overall: -5.42016 Q2 · Overall: -1.32016 Q3 · Overall: +0.02016 Q4 · Overall: +0.52017 Q1 · Overall: -1.62017 Q2 · Overall: +5.52017 Q3 · Overall: +1.32017 Q4 · Overall: +0.22018 Q1 · Overall: +0.12018 Q2 · Overall: +0.92018 Q3 · Overall: +0.82018 Q4 · Overall: +2.12019 Q1 · Overall: +2.32019 Q2 · Overall: -4.92019 Q3 · Overall: +1.02019 Q4 · Overall: -0.42020 Q1 · Overall: +0.12020 Q2 · Overall: +1.92020 Q3 · Overall: +0.02020 Q4 · Overall: -0.22021 Q1 · Overall: +4.42021 Q2 · Overall: +2.82021 Q3 · Overall: +3.62021 Q4 · Overall: +7.92022 Q1 · Overall: +3.92022 Q2 · Overall: -0.42022 Q3 · Overall: +1.62022 Q4 · Overall: +1.62023 Q1 · Overall: +6.52023 Q2 · Overall: +5.42023 Q3 · Overall: +5.52023 Q4 · Overall: +6.82024 Q1 · Overall: +1.92024 Q2 · Overall: +1.12024 Q3 · Overall: +4.02024 Q4 · Overall: +3.72025 Q1 · Overall: +0.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-20-10+0+10+202005 Q42008 Q42011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22006 Q1 · CEO: +4.32006 Q2 · CEO: +5.62006 Q3 · CEO: +0.02007 Q4 · CEO: +17.42008 Q3 · CEO: +6.42008 Q4 · CEO: +1.62009 Q1 · CEO: -0.42009 Q2 · CEO: +1.62009 Q3 · CEO: +2.02009 Q4 · CEO: +0.02010 Q3 · CEO: +1.72010 Q4 · CEO: -1.72011 Q1 · CEO: +2.42011 Q2 · CEO: +8.12011 Q3 · CEO: -2.82011 Q4 · CEO: +7.82012 Q1 · CEO: +8.22012 Q3 · CEO: +0.02012 Q4 · CEO: -0.62013 Q1 · CEO: +2.72013 Q2 · CEO: +11.52013 Q3 · CEO: +14.32013 Q4 · CEO: +10.62014 Q1 · CEO: +6.82014 Q2 · CEO: +0.02014 Q3 · CEO: +6.82014 Q4 · CEO: +17.22015 Q1 · CEO: +13.92015 Q2 · CEO: +6.92015 Q3 · CEO: +10.52015 Q4 · CEO: +9.72016 Q1 · CEO: +0.02016 Q2 · CEO: +5.62016 Q3 · CEO: +7.72016 Q4 · CEO: +11.02017 Q1 · CEO: +6.42017 Q2 · CEO: +15.42017 Q3 · CEO: +5.82017 Q4 · CEO: +3.22018 Q1 · CEO: +4.42018 Q2 · CEO: +3.62018 Q4 · CEO: +7.02019 Q1 · CEO: +7.12019 Q2 · CEO: -3.62019 Q3 · CEO: +9.12019 Q4 · CEO: +4.42020 Q1 · CEO: +5.62020 Q2 · CEO: +5.02020 Q3 · CEO: +2.12021 Q1 · CEO: +8.22021 Q2 · CEO: +10.92021 Q3 · CEO: +5.12021 Q4 · CEO: +13.92022 Q1 · CEO: +6.62022 Q2 · CEO: +3.02022 Q3 · CEO: +8.42022 Q4 · CEO: +9.22023 Q1 · CEO: +10.52023 Q2 · CEO: +14.12023 Q3 · CEO: +14.02023 Q4 · CEO: +10.12024 Q1 · CEO: +7.72024 Q2 · CEO: +3.12024 Q3 · CEO: +7.42024 Q4 · CEO: +10.22025 Q1 · CEO: +2.32005 Q4 · CFO: +5.12006 Q1 · CFO: +0.02006 Q2 · CFO: +3.72006 Q3 · CFO: +9.02006 Q4 · CFO: +5.72007 Q2 · CFO: +9.32007 Q4 · CFO: -4.32008 Q1 · CFO: -3.62008 Q3 · CFO: +7.32008 Q4 · CFO: -6.82009 Q1 · CFO: +1.02009 Q2 · CFO: -6.02009 Q3 · CFO: -3.42009 Q4 · CFO: -1.22010 Q3 · CFO: -3.12010 Q4 · CFO: -0.92011 Q1 · CFO: -0.82011 Q2 · CFO: +4.92011 Q3 · CFO: -8.62011 Q4 · CFO: -1.42012 Q1 · CFO: -5.52012 Q2 · CFO: +7.32012 Q3 · CFO: +3.52012 Q4 · CFO: -3.02013 Q1 · CFO: +1.82013 Q2 · CFO: -3.02013 Q3 · CFO: +6.92013 Q4 · CFO: +7.02014 Q1 · CFO: +2.82014 Q2 · CFO: -0.72014 Q3 · CFO: -2.82015 Q3 · CFO: +3.62015 Q4 · CFO: +3.62016 Q1 · CFO: -12.32016 Q2 · CFO: -6.22016 Q3 · CFO: -0.92016 Q4 · CFO: -2.42017 Q1 · CFO: -1.52017 Q2 · CFO: +1.82017 Q3 · CFO: -6.42017 Q4 · CFO: +2.02018 Q1 · CFO: +1.12018 Q3 · CFO: +0.82018 Q4 · CFO: +1.52019 Q1 · CFO: +1.52019 Q2 · CFO: -1.52019 Q3 · CFO: +6.92019 Q4 · CFO: -0.72020 Q1 · CFO: -9.62020 Q2 · CFO: +7.72020 Q3 · CFO: -1.82021 Q1 · CFO: +7.12021 Q2 · CFO: -1.62021 Q3 · CFO: +3.02021 Q4 · CFO: +2.32022 Q1 · CFO: +3.62022 Q2 · CFO: -1.22022 Q3 · CFO: +1.92022 Q4 · CFO: -1.62023 Q1 · CFO: +6.62023 Q2 · CFO: +2.82023 Q3 · CFO: +5.72023 Q4 · CFO: +3.32024 Q1 · CFO: +2.02024 Q2 · CFO: +3.32024 Q3 · CFO: +5.82024 Q4 · CFO: +5.32025 Q1 · CFO: +2.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-192-96+0+96+1922005 Q42008 Q42011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22005 Q4 · Prepared remarks: +5.72006 Q1 · Prepared remarks: +3.12006 Q2 · Prepared remarks: +4.52006 Q3 · Prepared remarks: +9.82006 Q4 · Prepared remarks: +18.02007 Q2 · Prepared remarks: +10.52007 Q4 · Prepared remarks: +9.02008 Q1 · Prepared remarks: +4.22008 Q2 · Prepared remarks: -166.72008 Q3 · Prepared remarks: -2.52008 Q4 · Prepared remarks: -7.52009 Q1 · Prepared remarks: +0.32009 Q2 · Prepared remarks: -3.32009 Q3 · Prepared remarks: -7.02009 Q4 · Prepared remarks: -5.92010 Q3 · Prepared remarks: -3.82010 Q4 · Prepared remarks: -1.92011 Q1 · Prepared remarks: -3.32011 Q2 · Prepared remarks: -0.42011 Q3 · Prepared remarks: -10.52011 Q4 · Prepared remarks: +2.52012 Q1 · Prepared remarks: +2.72012 Q2 · Prepared remarks: +2.42012 Q3 · Prepared remarks: +5.42012 Q4 · Prepared remarks: -2.42013 Q1 · Prepared remarks: +7.92013 Q2 · Prepared remarks: +3.02013 Q3 · Prepared remarks: +8.42013 Q4 · Prepared remarks: +9.32014 Q1 · Prepared remarks: +4.22014 Q2 · Prepared remarks: +0.82014 Q3 · Prepared remarks: +0.52014 Q4 · Prepared remarks: +11.52015 Q1 · Prepared remarks: +5.82015 Q2 · Prepared remarks: +6.82015 Q3 · Prepared remarks: +7.12015 Q4 · Prepared remarks: +9.62016 Q1 · Prepared remarks: -5.22016 Q2 · Prepared remarks: -2.82016 Q3 · Prepared remarks: +1.92016 Q4 · Prepared remarks: +1.32017 Q1 · Prepared remarks: +0.32017 Q2 · Prepared remarks: +5.92017 Q3 · Prepared remarks: -1.32017 Q4 · Prepared remarks: +3.72018 Q1 · Prepared remarks: +2.92018 Q2 · Prepared remarks: +7.92018 Q3 · Prepared remarks: +6.52018 Q4 · Prepared remarks: +4.12019 Q1 · Prepared remarks: +5.52019 Q2 · Prepared remarks: +6.42019 Q3 · Prepared remarks: +14.42019 Q4 · Prepared remarks: -1.92020 Q1 · Prepared remarks: -12.12020 Q2 · Prepared remarks: +0.02020 Q3 · Prepared remarks: +8.42020 Q4 · Prepared remarks: -3.32021 Q1 · Prepared remarks: +9.22021 Q2 · Prepared remarks: +4.82021 Q3 · Prepared remarks: +4.52021 Q4 · Prepared remarks: +10.62022 Q1 · Prepared remarks: +3.62022 Q2 · Prepared remarks: +0.02022 Q3 · Prepared remarks: +4.62022 Q4 · Prepared remarks: +2.12023 Q1 · Prepared remarks: +10.52023 Q2 · Prepared remarks: +8.42023 Q3 · Prepared remarks: +9.02023 Q4 · Prepared remarks: +7.62024 Q1 · Prepared remarks: +5.42024 Q2 · Prepared remarks: +8.02024 Q3 · Prepared remarks: +9.02024 Q4 · Prepared remarks: +13.92025 Q1 · Prepared remarks: +7.12005 Q4 · Q&A responses: +2.42006 Q1 · Q&A responses: -0.72006 Q2 · Q&A responses: +4.72006 Q3 · Q&A responses: +6.52006 Q4 · Q&A responses: +5.52007 Q2 · Q&A responses: +8.22007 Q4 · Q&A responses: +3.02008 Q1 · Q&A responses: +0.92008 Q2 · Q&A responses: +2.62008 Q3 · Q&A responses: +4.52008 Q4 · Q&A responses: -0.82009 Q1 · Q&A responses: +0.42009 Q2 · Q&A responses: -4.92009 Q3 · Q&A responses: +1.32009 Q4 · Q&A responses: +6.22010 Q3 · Q&A responses: +0.92010 Q4 · Q&A responses: -1.92011 Q1 · Q&A responses: +2.22011 Q2 · Q&A responses: +11.42011 Q3 · Q&A responses: -0.92011 Q4 · Q&A responses: -1.32012 Q1 · Q&A responses: -6.42012 Q2 · Q&A responses: +7.62012 Q3 · Q&A responses: -3.32012 Q4 · Q&A responses: -2.62013 Q1 · Q&A responses: -1.62013 Q2 · Q&A responses: +2.22013 Q3 · Q&A responses: +10.42013 Q4 · Q&A responses: +5.82014 Q1 · Q&A responses: +4.32014 Q2 · Q&A responses: -2.12014 Q3 · Q&A responses: +1.92014 Q4 · Q&A responses: +10.42015 Q1 · Q&A responses: +8.32015 Q2 · Q&A responses: +2.32015 Q3 · Q&A responses: +8.72015 Q4 · Q&A responses: +3.92016 Q1 · Q&A responses: -2.82016 Q2 · Q&A responses: +2.52016 Q3 · Q&A responses: +7.52016 Q4 · Q&A responses: +5.42017 Q1 · Q&A responses: +3.32017 Q2 · Q&A responses: +12.02017 Q3 · Q&A responses: +4.12017 Q4 · Q&A responses: +0.92018 Q1 · Q&A responses: +2.02018 Q2 · Q&A responses: -1.52018 Q3 · Q&A responses: -2.22018 Q4 · Q&A responses: +6.12019 Q1 · Q&A responses: +4.72019 Q2 · Q&A responses: -5.02019 Q3 · Q&A responses: +6.72019 Q4 · Q&A responses: +4.62020 Q1 · Q&A responses: +5.62020 Q2 · Q&A responses: +6.12020 Q3 · Q&A responses: -0.42020 Q4 · Q&A responses: +3.32021 Q1 · Q&A responses: +7.02021 Q2 · Q&A responses: +5.62021 Q3 · Q&A responses: +3.02021 Q4 · Q&A responses: +7.12022 Q1 · Q&A responses: +6.32022 Q2 · Q&A responses: +2.52022 Q3 · Q&A responses: +4.72022 Q4 · Q&A responses: +5.12023 Q1 · Q&A responses: +7.12023 Q2 · Q&A responses: +7.92023 Q3 · Q&A responses: +9.62023 Q4 · Q&A responses: +7.72024 Q1 · Q&A responses: +4.02024 Q2 · Q&A responses: -0.42024 Q3 · Q&A responses: +4.62024 Q4 · Q&A responses: +1.62025 Q1 · Q&A responses: -0.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.53$3.31$4.082005 Q42008 Q42011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22014 Q1: $2.642014 Q2: $2.702014 Q3: $2.692014 Q4: $2.742015 Q1: $2.872015 Q2: $2.922015 Q3: $2.922015 Q4: $2.922016 Q1: $2.902016 Q2: $2.882016 Q3: $2.882016 Q4: $2.902017 Q1: $2.932017 Q2: $2.922017 Q3: $2.932017 Q4: $2.962018 Q1: $3.162018 Q2: $3.212018 Q3: $3.252018 Q4: $3.272019 Q1: $3.322019 Q2: $3.392019 Q3: $3.382019 Q4: $3.412020 Q1: $3.412020 Q2: $3.382020 Q3: $3.382020 Q4: $3.412021 Q1: $3.452021 Q2: $3.462021 Q3: $3.522021 Q4: $3.472022 Q1: $3.522022 Q2: $3.602022 Q3: $3.542022 Q4: $3.472023 Q1: $3.502023 Q2: $3.562023 Q3: $3.632023 Q4: $3.692024 Q1: $3.772024 Q2: $3.872024 Q3: $3.98

Forward P/E

10.4316.2121.992005 Q42008 Q42011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22014 Q1: 13.802014 Q2: 14.542014 Q3: 14.072014 Q4: 15.212015 Q1: 14.742015 Q2: 13.842015 Q3: 13.762015 Q4: 13.122016 Q1: 15.602016 Q2: 15.392016 Q3: 14.412016 Q4: 14.732017 Q1: 15.402017 Q2: 15.192017 Q3: 15.542017 Q4: 17.632018 Q1: 15.342018 Q2: 16.162018 Q3: 15.972018 Q4: 16.132019 Q1: 17.922019 Q2: 17.862019 Q3: 18.232019 Q4: 17.382020 Q1: 11.232020 Q2: 14.932020 Q3: 15.682020 Q4: 16.762021 Q1: 16.942021 Q2: 17.672021 Q3: 17.872021 Q4: 18.892022 Q1: 19.252022 Q2: 16.812022 Q3: 18.982022 Q4: 17.632023 Q1: 16.722023 Q2: 17.372023 Q3: 16.762023 Q4: 17.492024 Q1: 16.972024 Q2: 18.962024 Q3: 21.19

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -3.3 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↓ -4.9 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -2.1 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -7.2 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +4.3 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -4.1 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -4.3 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +2.1 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -4.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+0.5——View →
2024 Q42025-02-25+3.7——View →
2024 Q32024-11-04+4.0$3.9821.2View →
2024 Q22024-07-30+1.1$3.8719.0View →
2024 Q12024-04-30+1.9$3.7717.0View →
2023 Q42024-02-26+6.8$3.6917.5View →
2023 Q32023-10-31+5.5$3.6316.8View →
2023 Q22023-08-01+5.4$3.5617.4View →