Exelon issues $775 million in 4.950% notes due 2036 to refinance debt
Exelon Corporation has issued $775 million in 4.950% notes due in 2036 to refinance its existing debt, specifically targeting the retirement of $750 million in 3.400% notes due in 2026. This move comes as the utility company manages a significant debt burden, with the proceeds also allocated for general corporate purposes. The article also highlights recent positive news for Exelon, including strong Q4 2025 earnings, a Customer Relief Fund initiative, and the approval of a major transmission line project to enhance electric reliability.
UBS Raises Price Target for Exelon (EXC) While Maintaining Neutr
UBS has raised its price target for Exelon (EXC) to $51.00 from $48.00, while maintaining a Neutral rating on the stock. This increase signifies a 6.25% uplift. The article also provides a summary of recent analyst ratings and the average target price from Wall Street analysts, alongside GuruFocus's estimated GF Value.
Exelon Commends U.S. Department of the Treasury for Issuing Tax Notice that Addresses Affordability, Promotes Grid Investment
Exelon commended the U.S. Treasury Department for issuing a corporate alternative minimum tax (CAMT) notice, which could save its customers up to $200 million over four years and promote critical grid infrastructure investments. This action supports Exelon's new "The Exelon Promise" initiative aimed at addressing energy affordability through various solutions, including a customer relief fund and policy reforms. The company emphasized that this decision helps secure grid reliability and resilience while fostering high-paying jobs.
Exelon Commends U.S. Department of the Treasury for Issuing Tax Notice that Addresses Affordability, Promotes Grid Investment
Exelon has praised the U.S. Department of the Treasury for a new corporate alternative minimum tax (CAMT) notice, which is expected to save customers up to $200 million over four years and encourage vital infrastructure investments for grid reliability. This announcement, coupled with Exelon's "The Exelon Promise" initiative, aims to tackle energy affordability by supporting customers and investing in the grid. The company emphasizes the urgent need for grid hardening due to rising demand and threats, thanking Congress for leadership on the CAMT issue.
Nextera Energy Capital Holdings files for two-part euro denominated debentures offering; size not disclosed - SEC filing
Nextera Energy Capital Holdings has filed with the SEC for a two-part euro-denominated debentures offering. The size of the offering has not yet been disclosed. This announcement comes amidst other news for NextEra Energy, including a recent quarterly dividend declaration and collaborations to deliver generation solutions.
Exelon Corporation (EXC) Expands Infrastructure While Delivering Better-Than-Expected EPS
Exelon Corporation (EXC) is expanding its infrastructure with a newly approved 220-mile, 765-kV high-voltage transmission line project, a joint venture with NextEra Energy Transmission. The company reported Q4 2025 adjusted operating EPS of $0.59, exceeding analyst estimates, although revenues were slightly below expectations. Management also provided 2026 adjusted EPS guidance and outlined plans for significant energy infrastructure capital expenditure through 2029.
Exelon Corp files pricing term sheet for $775 mln 4.950% notes due 2036
Exelon Corp announced the filing of a pricing term sheet for $775 million worth of notes. These notes carry a 4.950% interest rate and are due in 2036. The filing indicates the company's move to raise capital through debt issuance.
Exelon's Additional Transmission Opportunities Could Provide Further Growth
Exelon is a pure-play electric and gas transmission and distribution utility known for its stable earnings. The company operates five utilities in the mid-Atlantic and the largest investor-owned utility in Illinois. This report examines how additional transmission opportunities could further contribute to Exelon's growth.
Otter Tail (OTTR) seeks votes to elect directors, ratify auditor, approve pay
Otter Tail Corporation is soliciting proxies for its 2026 Annual Meeting to be held virtually on April 13, 2026. Shareholders will vote on the election of three directors, a non-binding advisory resolution on named executive officer compensation, the ratification of Deloitte & Touche as the independent auditor, and a Bylaws amendment to add an exclusive forum provision. The company reported strong 2025 financial results, including $1.3 billion revenue, $276 million net income, $6.55 diluted EPS, and a 10% dividend increase to $2.31 per share.
Hawaiian Electric Just Dropped a Massive Payout Shock – Here’s Why It Matters
Hawaiian Electric Industries (HE) is facing a crisis due to wildfire lawsuits, a suspended dividend, and intense scrutiny, transforming it from a stable utility stock into a high-risk investment. The article emphasizes that HE's situation is a critical case study for how U.S. utilities will handle climate-driven disasters, impacting investors, Hawaiian customers, and national climate policy. The future of HE largely depends on the outcome of legal battles and regulatory decisions regarding wildfire liabilities.
NextEra Energy Transmission and Exelon Announce PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation announced that the PJM Board of Directors has approved their joint project for an approximately 220-mile, 765-kilovolt transmission line. This project aims to enhance electric reliability and affordability in West Virginia, Pennsylvania, and the broader Mid-Atlantic region. The companies emphasize that this investment will address increasing electricity demand, support new generation sources, and maintain affordable electricity for customers.
Reliability Roadmap by the Numbers: 2,700 Electric Reliability Improvements Powered by Customers' Investments in 2025
Consumers Energy completed nearly 2,700 electric reliability projects in Michigan during 2025, funded by customer investments. Despite a 20% increase in weather-driven outage events, these improvements led to 130,000 fewer customer outages and $15 million in savings from improved forecasting. The projects, part of the Reliability Roadmap, aim to create a stronger, smarter grid and reduce long-term costs for customers.
NextEra Transmission, Exelon get approval for transmission line
NextEra Energy Transmission and Exelon Corporation have received approval from the PJM board for a 220-mile, 765-kV transmission line spanning West Virginia and Pennsylvania. This project aims to address rising electricity demand, connect new generation to the grid, and enhance regional grid stability. Both companies emphasized their commitment to minimizing community impact and ensuring affordable and reliable power.
PJM board approves $11.8B transmission expansion plan
PJM Interconnection's board has approved an $11.8 billion transmission expansion plan, with Dominion Energy's Virginia utility securing $4.8 billion of those projects. The plan aims to enhance grid reliability due to accelerated load growth, particularly from data centers, and integrate new generation, addressing increasing transmission costs that contributed significantly to wholesale electricity prices in 2024. Key projects include a $2.3-billion underground transmission line in Virginia and a $1.7-billion line in Pennsylvania.
Is It Worth Investing in PPL (PPL) Based on Wall Street's Bullish Views?
This article examines the investment potential of PPL (PPL) by comparing Wall Street analyst recommendations with Zacks Rank. While PPL has a favorable average brokerage recommendation (ABR) of 1.66, the article emphasizes that brokerage recommendations often have a positive bias due to vested interests. It suggests using the more reliable Zacks Rank, which is based on earnings estimate revisions and has a strong predictive track record, to validate investment decisions.
Exelon launches $60 million customer relief fund amid rising energy costs
Exelon has launched a $60 million Customer Relief Fund as part of "The Exelon Promise" initiative to help customers manage increasing energy costs, adding $10 million to an existing fund. The company, which maintains a "GOOD" financial health score despite significant debt, attributes rising costs to growing electricity demand and limited supply. Exelon is also advocating for policy reforms like price caps and allowing utilities to generate their own power to potentially save customers billions.
Utility giant Exelon sets up $60M fund as energy bills spike
Exelon has announced "The Exelon Promise," a comprehensive plan to address rising energy costs for its 11 million customers. This initiative includes an additional $10 million contribution to its Customer Relief Fund, bringing the total to $60 million, and advocates for policy reforms allowing regulated utilities to build new energy supply. The company aims to protect families and small businesses from the impact of increased electricity demand driven by factors like data centers and AI.
Robots take on risky power line work in new PLP–FulcrumAir alliance
Preformed Line Products (PLP) and FulcrumAir have announced a multi-year strategic partnership to co-develop next-generation robotic installation systems for overhead power line construction. This collaboration aims to enhance efficiency, safety, and precision in power line installation while expanding workforce capabilities and modernizing the grid. The partnership builds on existing robotic technologies like LineSpider™ and LineFly™, and new systems are already in development.
Investors lock up $12M to back Cingulate’s CTx-1301 launch
Cingulate Inc. (NASDAQ: CING) has successfully closed a $12 million private investment in public equity (PIPE) financing, led by Falcon Creek Capital, at a price of $5.04 per share. The proceeds are intended to support general operations and fund the commercial launch of its lead candidate, CTx-1301, an ADHD treatment currently awaiting FDA approval with a PDUFA date of May 31, 2026. Investors in the PIPE agreed to a 180-day lock-up period and the deal includes 80% warrant coverage, convertible preferred stock, and board designation rights for Falcon Creek Capital, strengthening governance alignment as the company approaches key milestones.
Earnings Update: Exelon Corporation (NASDAQ:EXC) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts
Exelon Corporation (NASDAQ:EXC) saw its stock price increase by 10% to US$48.48 after reporting its latest annual results. The company met revenue expectations of US$24 billion and exceeded profit forecasts with a statutory profit of US$2.73 per share. Analysts have largely reconfirmed their revenue and earnings per share estimates for 2026, with a consensus price target of US$49.31, indicating that the business is performing as expected despite slower projected revenue growth compared to industry peers.
Exelon Corp (EXC)'s Uncertain Future: Understanding the Barriers to Outperformance
Exelon Corp (EXC), a regulated utilities company, shows potential headwinds despite recent gains, according to its GF Score. The company's diminished rankings in financial strength, growth, and valuation suggest it may underperform historical levels. Concerns include a low interest coverage ratio, an Altman Z-Score below the distress zone, a low cash-to-debt ratio, and a high debt-to-EBITDA ratio, coupled with a low growth and predictability rank.
NextEra Energy board declares quarterly dividend
NextEra Energy's board of directors has declared a regular quarterly common stock dividend of $0.6232 per share, representing a 10% increase from the previous year's comparable dividend. This increase aligns with the company's plan for approximately 10% annual dividend per share growth through 2026, and 6% growth from year-end 2026 through 2028. The dividend is scheduled for payment on March 16, 2026, to shareholders of record as of February 27, 2026.
Exelon (EXC) Gets a Hold from BTIG
BTIG analyst maintained a Hold rating on Exelon (EXC) on February 13, despite the company's shares closing at $48.48. While TipRanks-Google upgraded Exelon to a Buy on the same day, another TipRanks-OpenAI report also issued a Hold rating. Exelon reported strong financial results for the quarter ending September 30, with revenues of $6.71 billion and a net profit of $875 million, showing an increase from the previous year.
Exelon (EXC) Gets a Hold from BTIG
BTIG analyst maintained a Hold rating on Exelon (EXC) on February 13, with shares closing last Friday at $48.48. While TipRanks-OpenAI also issued a Hold, TipRanks-Google upgraded Exelon to a Buy on the same day. Exelon reported strong quarterly revenues of $6.71 billion and a net profit of $875 million for the quarter ending September 30, an increase from the previous year.
Coronation Fund Managers Ltd. Raises Stake in HDFC Bank Limited $HDB
Coronation Fund Managers Ltd. significantly increased its stake in HDFC Bank Limited by 139.8% during the third quarter, now owning 70,653 shares valued at over $2.4 million. Several other institutional investors like Robeco and C WorldWide also substantially boosted their positions, indicating strong institutional confidence in the bank, which now has approximately 17.61% institutional ownership. Despite some analysts moving towards a "Hold" rating, HDFC Bank recently surpassed quarterly EPS estimates and maintains a market capitalization near $165.7 billion.
Exelon Corp. Signals Confident Growth in Earnings Call
Exelon Corp.'s recent Q4 earnings call revealed strong results, an optimistic 2026 guidance, and an expanded $41.3 billion capital plan heavily focused on transmission investments. While the company highlights consistent growth, top-tier reliability, and cost discipline, management also acknowledged potential risks from regulatory obstacles, rising supply costs, and financing sensitivities. The call painted a picture of confident execution and visible growth, tempered by ongoing policy and market uncertainties that will influence long-term shareholder returns.
NextEra Energy Targets Data Center Demand With New Grid Projects
NextEra Energy (NYSE:NEE) has secured approval for a 220-mile transmission line with Exelon and signed a memorandum of understanding with Xcel Energy to deliver power to large load customers, including data centers. These initiatives aim to expand grid capacity and reliability to meet the growing demand for electricity from power-intensive facilities like AI data centers. The company believes these projects will support its revenue and earnings growth, though investors should consider the associated capital expenditures and regulatory hurdles.
NextEra Energy Transmission and Exelon Welcome PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation announced that the PJM Board of Directors has approved their proposed 220-mile, 765-kV transmission line project. This initiative aims to significantly enhance electric reliability and affordability for West Virginia, Pennsylvania, and the Mid-Atlantic region by adding critical capacity, enabling new generation connections, and attracting economic development. Both companies emphasize their commitment to transparent community engagement as they move forward with the project.
NextEra Energy Transmission and Exelon Welcome PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation have received approval from the PJM Board of Directors for a proposed 220-mile, 765-kV transmission line. This project aims to enhance electric reliability and affordability across West Virginia, Pennsylvania, and the Mid-Atlantic region. The companies emphasize that this investment will address reliability risks, support growing electricity demand, enable new generation, and benefit customers and local economies.
NextEra Energy Transmission and Exelon Welcome PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation announced that the PJM Board of Directors has approved their proposed 220-mile, 765-kV transmission line. This project is expected to significantly enhance electric reliability and affordability for West Virginia, Pennsylvania, and the Mid-Atlantic region. The companies emphasized that the investment will address reliability risks, support growing demand, enable new generation, create jobs, and ensure long-term grid stability.
NextEra Energy Transmission and Exelon Welcome PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation announced that the PJM Board of Directors has approved their proposed 220-mile, 765-kV transmission line project. This initiative aims to bolster electric reliability and affordability for West Virginia, Pennsylvania, and the MidAtlantic region by adding critical capacity, enabling new generation, and attracting economic development. The companies emphasize their commitment to community engagement and minimizing land impacts as the project progresses.
PJM backs 220-mile power line to keep electricity affordable in WV and PA
The PJM Board has approved a proposed 220-mile, 765-kV transmission line by NextEra Energy Transmission and Exelon, aimed at enhancing grid reliability and affordability in West Virginia, Pennsylvania, and the Mid-Atlantic region. This project is expected to support new generation connections, create jobs, and stimulate economic development, addressing rising electricity demand. Both companies emphasize the line's importance for long-term power stability and customer affordability.
NextEra Energy Transmission and Exelon Welcome PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation have received approval from the PJM Board of Directors for their proposed ~220-mile, 765-kV transmission line project. This initiative aims to bolster electric reliability and affordability for West Virginia, Pennsylvania, and the MidAtlantic region, addressing rising demand and enabling new generation opportunities. Both companies emphasize their commitment to community engagement and minimizing impacts during the project's advancement.
Exelon Corporation (NASDAQ:EXC) Q4 2025 Earnings Call Transcript
Exelon Corporation (NASDAQ: EXC) reported Q4 2025 adjusted operating earnings per share of $0.59, surpassing expectations, and full-year adjusted operating EPS of $2.77, continuing a track record of exceeding guidance. The company announced a $41.3 billion capital investment plan through 2029, primarily driven by transmission projects, anticipating 8% rate base growth and 5-7% annualized earnings growth. Exelon also emphasized its commitment to customer affordability, operational excellence, and active engagement with stakeholders to address supply challenges and improve grid reliability and resiliency.
Illinois Municipal Retirement Fund Increases Holdings in Exelon Corporation $EXC
The Illinois Municipal Retirement Fund significantly increased its stake in Exelon Corporation (NASDAQ:EXC) by 20.9% in Q3, now owning 290,994 shares valued at $13.10 million. Other major institutional investors like Norges Bank, Canada Pension Plan, and Allianz also substantially increased their holdings, pushing institutional ownership to 80.92%. Exelon recently exceeded Q4 EPS expectations, issued strong FY-2026 EPS guidance, announced a large capital expenditure plan, and raised its quarterly dividend, signaling positive operational and financial health.
Exelon: Q4 Earnings Snapshot
Exelon Corp. (EXC) reported Q4 net income of $593 million, or 58 cents per share, which exceeded Wall Street expectations after adjustments. The energy company's adjusted earnings per share were 59 cents, surpassing the average analyst estimate of 53 cents. However, its revenue of $5.41 billion missed Street forecasts of $5.54 billion.
NiSource Taps Amazon Data Centers To Anchor Long Term Growth Plan
NiSource (NYSE:NI) has secured a long-term electricity supply contract with Amazon subsidiary ADS for its data centers, a deal NiSource describes as a transformational step in its infrastructure investment and growth plans. This agreement links a significant portion of NiSource's future capital expenditure, estimated at US$7 billion for data center-related projects out of a total US$28 billion planned from 2026-2030, to a specific, high-usage customer. While providing revenue visibility and supporting a shift towards electric infrastructure, the deal also presents risks such as significant upfront investment and customer concentration.
Stakeholders Must Address Resource Contraints Across Exelon's Jurisdictions
Andrew Bischof highlights the need for stakeholders to address resource constraints within Exelon's operating jurisdictions. Exelon operates as a pure-play electric and gas transmission and distribution utility, offering a stable earnings profile through its diverse regulated utilities, including several in the mid-Atlantic and the largest investor-owned utility in Illinois. The article serves as a stock analyst note discussing the strategic importance of this issue for the company.
Assessing Oklo (OKLO) Valuation After DOE Funding Sparks Interest In Nuclear Fuel Recycling
The U.S. Department of Energy's new funding for Oklo to study radioactive materials has brought its nuclear fuel recycling plans into focus, attracting investor attention despite recent stock volatility. While Oklo is pre-commercial and unprofitable, its current price-to-book ratio of 8.6x is significantly higher than the industry average, suggesting high investor optimism for its future nuclear fuel recycling and advanced fission projects. This valuation stands out as expensive compared to established utilities, highlighting the risk tied to its unproven revenue stream and external borrowing for liabilities.
US Open: Cisco Systems slides 10% after earnings 📉 Mixed sentiments on Wall Street
Cisco Systems (CSCO.US) shares dropped 10% following its Q2 FY2026 earnings report, despite strong growth in revenue and EPS and significant AI infrastructure orders. Investors were reportedly disappointed by the company's forward guidance and broader macroeconomic concerns, leading to mixed sentiments on Wall Street. The report highlighted a surge in networking orders and AI infrastructure demand, but concerns remain about the durability of hyperscaler demand and potential trade policy impacts.
The Chefs Warehouse stock hits all-time high at 68.96 USD
The Chefs Warehouse Inc. (NASDAQ: CHEF) stock reached an all-time high of $68.96, reflecting significant financial strength with a perfect Piotroski Score of 9 and an annual stock rise of 9.09%. Although the P/E ratio suggests potential overvaluation compared to its Fair Value, analysts have a "Strong Buy" recommendation. Recent Q4 2025 results showed EPS of $0.68 and revenue of $1.143 billion, both exceeding expectations, despite a slight pre-market stock decline.
Earnings call transcript: Fortis Inc. Q4 2025 earnings reveal strong shareholder returns
Fortis Inc. reported strong Q4 2025 earnings with an adjusted EPS of CAD 3.53, a 25-cent increase from the previous year, and a 24% one-year total shareholder return. The company announced a new CAD 28.8 billion five-year capital plan and maintained its record of 52 consecutive years of dividend increases, projecting 4-6% annual dividend growth through 2030. Key strategic investments include ITC transmission projects, Arizona data centers, and British Columbia's LNG and electric infrastructure, with a strong focus on customer affordability and regulatory engagement.
Exelon sees strong 2026 on robust power demand, higher rates
Exelon (EXC.O) projects a strong 2026 with adjusted profit largely above analysts' expectations, driven by higher electricity rates and surging power demand from data centers. The utility company, which saw its shares rise over 8%, plans $41.3 billion in capital expenditure over the next four years to expand infrastructure and meet growing demand. Exelon anticipates annualized earnings growth near the top end of 5% to 7% through 2029, with load growth expected to exceed 3%.
Exelon: Q4 Earnings Snapshot
Exelon (EXC) reported fourth-quarter net income of $593 million, or 58 cents per share, exceeding Wall Street expectations of 53 cents per share. Despite the earnings beat, the energy company's revenue of $5.41 billion missed Street forecasts. For the full year, Exelon posted a profit of $2.77 billion and expects 2026 earnings to be between $2.81 and $2.91 per share.
Exelon Corp (NASDAQ:EXC) Reports Mixed Q4 2025 Results, Beats on EPS and Provides 2026 Guidance
Exelon Corp (NASDAQ:EXC) reported mixed results for Q4 2025, exceeding EPS estimates with $0.59 per share but narrowly missing revenue targets at $5.41 billion. The full-year 2025 adjusted operating earnings rose to $2.77 per share. Exelon also provided 2026 guidance of $2.81 to $2.91 per share and announced a $41.3 billion capital plan, projecting 5% to 7% annualized earnings growth through 2029, leading to a positive pre-market stock reaction.
Exelon: Fourth Quarter Earnings Overview
Exelon Corp. announced strong fourth-quarter earnings, with a net profit of $593 million, or 58 cents per share, surpassing analyst expectations of 53 cents per share. The company's revenue for the quarter was $5.41 billion, falling short of the $5.54 billion anticipated by analysts. For the full year, Exelon reported a profit of $2.77 billion and projects full-year earnings per share to be between $2.81 and $2.91.
Exelon: Q4 Earnings Snapshot
Exelon Corp. (EXC) reported fourth-quarter net income of $593 million, or 58 cents per share, surpassing Wall Street expectations with adjusted earnings of 59 cents per share. The energy company's revenue of $5.41 billion, however, missed Street forecasts. For the full year, Exelon posted a profit of $2.77 billion on $24.26 billion in revenue and projects full-year earnings between $2.81 and $2.91 per share.
Cibc World Market Inc. Cuts Holdings in Algonquin Power & Utilities Corp. $AQN
CIBC World Market Inc. has decreased its stake in Algonquin Power & Utilities (NYSE:AQN) by 13.9% in Q3, selling over a million shares and now holding 6.47 million shares valued at approximately $34.8 million. The utilities provider's stock trades near its 1-year high at $6.63, with a market cap of $5.09 billion, but shows a negative trailing P/E of -165.58. Analysts maintain a "Moderate Buy" consensus with an average target price of $6.67, and several firms have recently raised their price objectives for the stock.
Exelon Corp (EXC) Q4 2025 Earnings Call Highlights: Surpassing Expectations with Strategic ... By GuruFocus
Exelon Corp (EXC) reported strong Q4 2025 earnings, surpassing expectations with an adjusted operating EPS of $2.77 and a 7.4% annual earnings growth rate since 2021. The company plans significant capital investments of $41.3 billion through 2029, projecting 5% to 7% annual earnings growth and a 5% annual dividend growth. Despite these positive indicators, Exelon faces challenges including high supply prices, regulatory hurdles, increased financing costs, and a financing lag affecting growth projections.
TVA reverses decision to shut down Cumberland, Kingston coal plants
The Tennessee Valley Authority (TVA) has reversed its decision to shut down the Cumberland and Kingston coal plants, opting to keep them operational. This reversal comes despite previous plans to replace them with methane gas plants due to increased energy demand and regulatory changes, according to TVA. However, environmental groups like the Southern Environmental Law Center argue the decision is politically motivated and that the coal plants are uneconomical and unreliable.
