Talen Energy Corp

NEW
NAS:TLN (USA)   Ordinary Shares New
$ 312.62 +1.08 (+0.35%) 03:35 PM EST
At Loss
P/B:
9.27
Market Cap:
$ 14.98B
Enterprise V:
$ 24.34B
Volume:
206.56K
Avg Vol (2M):
783.92K
Trade In:
Volume:
206.56K
At Loss
Avg Vol (2M):
783.92K

TLN Number of Guru Trades

To

TLN Volume of Guru Trades

To

Gurus Latest Trades with NAS:TLN

No Available Data

NAS:TLN is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Yacktman Asset Management
2026-06-30
359,800
0.750
1.71%
Reduce -0.03%
Yacktman Fund
2026-06-30
350,000
0.730
2.09%
 
Joel Greenblatt
2026-06-30
85,989
0.180
0.08%
Add 52.66%
Jefferies Group
2026-06-30
2,259
0.000
0.01%
Reduce -53.73%
George Soros
2026-06-30
1,833
0.000
0.01%
New holding
Total 5

Talen Energy Corp Insider Transactions

No Available Data

Guru Commentaries on NAS:TLN

2025 Q2
What the manager wrote

Talen Energy was the biggest contributor to this quarter’s returns. In June, the company announced an agreement with Amazon to provide 1,920 megawatts of nuclear power to Amazon datacenters through 2042. The agreement provides a highly valuable long-term earnings stream for Talen. When power delivery reaches scale in 2032, Talen expects the agreement to provide incremental annual free cash flow per share of at least $7. I think this guidance will prove far too conservative based on continued share repurchases. Talen continues to shift its activities away from merchant power production and toward providing clean energy to datacenters on long-term, highly predictable contracts.

2025 Q2
Alluvial Capital Management Q2 2025 Letter to Partners
What the manager wrote

Talen Energy was the biggest contributor to this quarter’s returns. In June, the company announced an agreement with Amazon to provide 1,920 megawatts of nuclear power to Amazon datacenters through 2042. The agreement provides a highly valuable long-term earnings stream for Talen. When power delivery reaches scale in 2032, Talen expects the agreement to provide incremental annual free cash flow per share of at least $7. I think this guidance will prove far too conservative based on continued share repurchases. Talen continues to shift its activities away from merchant power production and toward providing clean energy to datacenters on long-term, highly predictable contracts.

News about NAS:TLN

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