Clearway Energy (CWEN) | News Based Sentiment Analysis

• On September 21, 2025, Clearway Energy Group began repowering the 55 MW Pinnacle wind farm in West Virginia, marking their fourth repowering project overall and first in the state. This demonstrates continued investment in existing assets and commitment to renewable energy generation, continuing to operate under existing power purchase agreements with the University System of Maryland.
• Analysts currently forecast Clearway Energy to report earnings per share (EPS) of $0.53 for the quarter ending September 2025, a significant 70.97% increase year-over-year, as reported on September 16, 2025. However, quarterly revenue is projected to decrease by 8.85% to $443 million, suggesting a potential shift in revenue mix or project timing.
• Clearway Energy maintained its commitment to shareholder returns, paying a quarterly dividend of $0.4456 per share on both Class A and Class C common stock on September 16, 2025. This consistent dividend payout is a key component of the company’s investment appeal.
• Looking ahead, Clearway anticipates its cash available for dividends (CAFD) per share will grow to between $2.50 and $2.70 by 2027, representing a more than 20% increase over two years, as stated on September 18, 2025. They also project an 11% increase in their annualized dividend payout to approximately $1.98 per share by 2027, from a current rate of over $1.78.
• Despite recent stock performance dipping nearly 8% in the past three months, analysis as of September 13, 2025, suggests Clearway Energy is undervalued by 24.5% based on future earnings and profit margin forecasts. The stock is up 7% from a year ago and has seen a double-digit gain since January.
• Institutional ownership remains substantial, with BlackRock Portfolio Management LLC reporting ownership of 42,824,670 Class A shares (55.4%) and 42,489,448 Class C shares (34.0%) as of September 12, 2025. However, they also disclosed short positions in Class C shares and cash-settled swaps, indicating a complex hedging strategy.
• Insider trading activity was mixed over the last three months, with insiders buying 1.4 million shares valued at $39.2 million and selling 3 million shares totaling $82.9 million, as reported on September 15, 2025. This suggests varied perspectives among company leadership regarding the stock’s near-term prospects.
• As of September 16, 2025, Clearway Energy closed at $28.07, down 1.92% for the day and down 4.28% over the past month, underperforming broader market indices. The company currently holds a Zacks Rank of #3 (Hold) with a Forward P/E ratio of 35.82, a premium compared to the industry average of 20.02.

The Investment Story: September was a month of mixed signals for Clearway Energy, with positive long-term projections for CAFD and dividends offset by short-term stock underperformance and a revenue decline in the latest analyst forecasts. The company continues to invest in its existing asset base through repowering projects.

What It Means for Investors: The combination of strong dividend growth targets and a potentially undervalued stock price presents an interesting opportunity, but investors should be aware of the short-term revenue headwinds and mixed insider trading activity. The substantial institutional ownership provides a degree of stability, but also highlights complex trading strategies.

Looking Ahead: Investors should closely monitor the company’s progress on the Pinnacle repowering project and track the impact of the projected revenue decline on future earnings. Continued attention to institutional ownership changes and insider trading activity will also be crucial.

The Bottom Line: Clearway Energy remains a compelling, albeit complex, investment option. While near-term challenges exist, the company’s commitment to growth, attractive dividend prospects, and potential undervaluation could position it for long-term success.