FTSE 100 news / Companies and sectors / National Grid / 21 October 2026
National Grid (NG): news on Wednesday 21 October 2026
−2.7 slightly negative
Coverage leaned negative, with UBS keeping its sell rating and scrutiny of the £31bn transmission plan, alongside a report of failings at Neso and local outage and traffic complaints. Some offset came from a raised earnings outlook, a Citi target and approval of a new Port Talbot sub-station.
What drove it
- £31bn plan scrutiny
- UBS sell rating
- Neso failings
The 20 stories
- +9.2 FTSE 100 National Grid (LSE:NG.) On Track to Beat Guidance
On track to beat guidance. - −8.3 Power grid boss admits he failed to tackle culture problems
Grid boss admits culture failings; reputational negative, likely Neso. - −8.3 National Grid under fire over £31bn transmission strategy as UBS keeps ‘sell’ rating
Criticism of strategy and UBS sell rating. - −7.5 National Grid faces scrutiny over £31bn transmission plan as UBS sticks with 'sell' rating
Scrutiny over plan and UBS sell rating. - −7.0 National Grid plc : UBS maintains a Sell rating
UBS maintains Sell rating. - −6.7 Leading bank remains a seller ahead of results - here's why
Bank stays a seller ahead of results. - −6.7 National Grid Faces Scrutiny Over 31 Billion Pound Investment Plan
Scrutiny over £31bn investment plan. - +5.8 Ofgem funds power grid upgrade between Bramford and Twinstead
Ofgem funds upgrade project, likely National Grid works; supportive regulatory news. - −5.8 Investigation finds failings at grid operator Neso, but no blackout cover-up
Investigation finds failings at Neso, no cover-up. - −5.8 National Grid and council apologise over gridlock caused by traffic lights
Apology over traffic light gridlock from works. - −5.0 SUMMARY: Malvern residents may be without power until 10pm, National Grid say
Malvern power outage affecting residents. - +5.0 Electricity grid companies commit to ambitious skills, jobs and economic growth targets
Grid companies commit to jobs and growth targets. - −5.0 LIVE: Malvern residents may be without power until 10pm, National Grid say
Malvern outage until 10pm. - +5.0 Plans for new Port Talbot sub-station approved
New Port Talbot sub-station plans approved. - +4.2 National Grid stock: Citi sets GBp 1,175 target for National Grid stock - ad-hoc-news.de
Citi sets 1,175p target, analyst view moderately supportive. - +4.2 National Grid lifted earnings outlook. National Grid stock fell 1.04 percent. - ad-hoc-news.de
Raised earnings outlook, though shares slipped. - +3.3 National Grid funding helps Aberdare community grow food and skills
Community funding gives mild reputational benefit. - −3.3 Grid blackout warnings cannot be dismissed as scaremongering
Blackout warnings concern for grid operator. - −0.8 Most people think National Grid only operates British power lines, but it is actually a transatlantic giant facing a £31bn overhaul
Profile of company facing £31bn overhaul; mostly factual. - +0.8 National Grid stock holds near GBX1,201 resistance amid consolidation near a key level
Share price consolidating near resistance.
National Grid: every day · Utilities on 21 October 2026 · FTSE 100 overview for the day