Utilities 3 March 2026 - 26 April 2026

National Grid Results: The £70 Billion Question Facing the UK Utility Before Earnings
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National Grid Results: The £70 Billion Question Facing the UK Utility Before Earnings

National Grid plc ticked up in London trading on Friday, not by much, but just enough to draw attention ahead of next week’s full-year results and a renewed look at its £70 billion investment strategy. The stock showed a 0.33% gain on the Barclays’ Refinitiv-powered page, with sell orders at 1,277.40p and buys at 1,279.20p, the latest numbers coming through at 15:51 in London. Timing’s in focus here. National Grid will post its full-year numbers May 14, with investors watching three main points: U.S. storm costs, a regulatory refund out of New England, and whether the company can cover a bigger grid build without putting pressure on returns. Alliance News’ UK earnings calendar also flags United Utilities, another regulated utility,
May 9, 2026
United Utilities Group PLC’s £34m River Irwell Works Put Rising Water Bills to the Test
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United Utilities Group PLC’s £34m River Irwell Works Put Rising Water Bills to the Test

United Utilities Group PLC is moving forward with more than £34 million worth of sewer and storm-tank upgrades across Bury, Prestwich and Whitefield. The local work carries weight beyond the region, putting Britain’s water industry to the test: can steeper bills actually deliver cleaner rivers? According to the company, these projects aim to reduce the frequency that storm overflows — those pressure-release outlets for excess wastewater and rain when the sewers can’t cope — spill into the River Irwell and its tributaries. Timing is crucial here. With the 2025-30 investment cycle already started, water companies now face intensified scrutiny—not just from regulators, but from politicians and customers fed up with sewage spills. United Utilities has laid out a £13 billion
April 26, 2026
National Grid plc Share Price Drops as Jefferies Downgrade and BoE Yield Jolt Hit Utility Stock
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National Grid plc Share Price Drops as Jefferies Downgrade and BoE Yield Jolt Hit Utility Stock

National Grid slipped another 3.75% to 1,271.5 pence on Thursday, deepening a 2.94% decline from the previous session. Trading got busy, with 10.9 million shares changing hands Wednesday—almost double the recent 50-day average of 5.8 million. Jefferies lowered its rating to Hold from Buy, sticking with a price target of 1,410 pence. This drop is notable—National Grid had only just raised its long-term growth outlook, and the FTSE 100 has counted on the stock as a reliable utility play. But Jefferies’ Ahmed Farman flagged the shares as expensive, with few regulatory catalysts ahead and higher real rates threatening to dent investor appetite.
March 19, 2026