Lumida
/TLN
⌘K
Talen Energy Corp

Talen Energy Corp

TLN
$312.74USD+0.39%+1.20 today

MARKET CAP

15.0B

P/E (TTM)

FWD P/E

10.4x

DAY RANGE

$308 – $318

52W RANGE

$289
$451

AI Summary

Stalk
Buy NowMedium

TLN is deeply oversold after a stage 4 decline and has formed a Bullish Pivot Point, reclaiming the 9- and 20-day EMAs and signaling structural repair. Under mean-reversion eligibility, the medium-term bias is Bullish, and the current tight tracking above the EMA band offers a favorable entry. Buy Now at the pivot support area, with invalidation on a drop below the pivot zone.

  • Q2 revenue rose 25% YoY to $1.2B driven by data centers
  • Adjusted EBITDA of $374M and $212M FCF underscores robust cash generation
  • Low earnings yield and poor book-to-price suggest stretched valuation
Full analysis →

Buying

10

institutions

Selling

12

institutions

New Positions

2

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY4.36 M1.67 B+265.42 K+28.2%0.02%
SH

Sachem Head Capital Management LP

Q2 2026

SELL1.37 M526.44 M+-177.50 K+6.6%10.92%
CA

Citadel Advisors LLC

Q2 2026

BUY1.18 M452.78 M+221.09 K+48.2%0.05%
MM

Millennium Management LLC

Q2 2026

BUY932.86 K358.46 M+80.60 K+31.8%0.13%
OC

Oaktree Capital Management LP

Q2 2026

SELL331.12 K127.24 M+-1.11 M-72.4%2.28%
VI

Voloridge Investment Management, LLC

Q2 2026

SELL148.31 K56.99 M+-105.55 K-29.7%0.24%
JC

Jpmorgan Chase & Co

Q2 2026

SELL138.11 K55.93 M+-19.19 K+13.6%0.00%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

BUY137.66 K52.90 M+64.35 K+126.0%0.03%
BA

Bridgewater Associates, LP

Q2 2026

SELL121.51 K46.69 M+-144.59 K-45.0%0.19%
VA

Value Aligned Research Advisors, LLC

Q1 2026

SELL69.70 K22.25 M+-87.64 K-62.3%0.11%
CP

California Public Employees Retirement System

Q2 2026

SELL51.75 K19.89 M+-22.70 K-16.3%0.01%
MC

Moore Capital Management, LP

Q2 2026

BUY30.00 K11.53 M+7.50 K+60.5%0.17%
JH

Janus Henderson Group Plc

Q1 2026

BUY34.90 K11.14 M+17.45 K+70.2%0.00%
AC

Aqr Capital Management LLC

Q2 2026

BUY23.56 K9.05 M+5.80 K+62.9%0.00%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY22.54 K8.66 M+7.46 K+79.9%0.01%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL6.58 K2.53 M+-11.17 K-55.4%0.00%
MG

Man Group Plc

Q2 2026

SELL3.93 K1.51 M+-53.47 K-91.8%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUYNEW3.90 K1.50 M+3.90 K+0.0%0.01%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL2.60 K999.08 K+-7.10 K-67.7%0.00%
SF

Soros Fund Management LLC

Q2 2026

BUYNEW1.83 K704.35 K+1.83 K+0.0%0.01%
LP

Lone Pine Capital LLC

Q2 2026

SELL0.000.00+-1.82 M-100.0%0.00%
HS

Hussman Strategic Advisors, Inc.

Q2 2026

SELL0.000.00+-10.50 K-100.0%0.00%