National Grid raises earnings outlook for 2026/27 after strong NGV performance, Jefferies keeps 'hold' rating.
National Grid PLC has increased its earnings per share growth outlook for the 2026/27 financial year, now expecting it to be slightly above the previous 13-15% guidance. This improvement is attributed to £130 million in better-than-expected results from NGV, including one-off fair value gains and strong interconnector performance. Despite the positive revision, Jefferies has maintained a 'hold' rating on the stock with a 1,300p price target, noting that net debt remains within guidance.
Georgia landowner says pipeline reroute 'smells' after Southern employee's land is spared
A Georgia landowner, Donnie Peek, alleges that a multibillion-dollar gas pipeline project was rerouted to avoid land owned by a longtime Southern Co. employee, Chris Lane, while expanding the easement across his own property. Peek claims the change adds costs and impacts more landowners, leading him to believe "this thing smells." Despite the project receiving final approval, Peek has asked the Federal Energy Regulatory Commission (FERC) to rehear his case, highlighting that Lane had also proposed alternative routes.
Minnesota AG challenges Xcel Energy deal as 17 analysts rate Xcel Energy stock Buy
The Minnesota Attorney General has challenged Xcel Energy's proposed 15-year electricity agreement with Google, citing concerns about potential net costs for customers despite the company's projection of benefits. This comes as Xcel Energy reported strong Q2 2026 earnings above consensus, with 17 analysts rating the stock a "Buy" despite a year-over-year revenue decline, setting the stage for an upcoming earnings report on October 29, 2026.
Xcel Energy stock pre-market at EUR 64.00: plus 1.19 percent
Xcel Energy stock saw a 1.19 percent increase in pre-market trading, reaching EUR 64.00 at Lang & Schwarz. This rise follows a proposal by Xcel Energy and Otter Tail to construct a transmission line in South Dakota. The previous closing price for Xcel Energy stock was EUR 63.25 on October 2, 2026.
Scotiabank Weighs in on Xcel Energy FY2026 Earnings
Scotiabank analysts estimate Xcel Energy will report FY2026 EPS of $4.12 and FY2027 EPS of $4.47, maintaining a "Strong Buy" rating. The consensus among analysts for Xcel Energy is a "Buy" rating with an average price target of $91.65. The company recently reported quarterly EPS of $0.93, surpassing estimates, and declared a quarterly dividend of $0.5925 per share.
Xcel Energy stock gained 1.20 percent on October 2 ahead of earnings
Xcel Energy stock gained 1.20% on October 2, 2026, reaching $71.40 on Nasdaq, bringing its market capitalization to $44.6 billion. This occurred ahead of its Q3 earnings report scheduled for October 29, 2026. The company's Q2 EPS of $0.93 beat the consensus of $0.79, despite a 5.1% revenue decline year over year. Analysts generally rate Xcel Energy as a "Buy," with an average target price of $91.65.
Xcel Energy's Google agreement faces Minnesota AG request to withhold approval
Minnesota's attorney general has asked the Public Utilities Commission to withhold approval of a 15-year electricity agreement between Xcel Energy and Google. The AG's office claims that Xcel's estimated net benefits of over US$1.1 billion for other customers could instead be a net cost of US$1 billion, and questions whether Google will cover all attributable costs and who will bear costs after the agreement ends. The attorney general also noted excessive redactions in Xcel's filing, which obscure potential impacts on ratepayers.
Scotiabank upgrades Xcel Energy stock to Strong Buy
Scotiabank has upgraded Xcel Energy (XEL) stock to a "Strong Buy," contributing to a positive analyst consensus. The upgrade follows Xcel Energy's strong second-quarter earnings, where EPS of USD 0.93 exceeded the USD 0.79 consensus, despite a revenue decline. The next earnings report is anticipated on October 29, 2026.
Xcel Energy stock after-hours at EUR 62.25: plus 0.81 percent versus the Lang & Schwarz prior close
Xcel Energy stock traded at EUR 62.25 after-hours, showing a 0.81 percent increase compared to its prior close of EUR 61.75. The company recently submitted a large load tariff proposal in Texas for data centers and other high-electricity-demand customers, and Minnesota's Cold Weather Rule, protecting residential customers from service disconnection, took effect.
How Large Customer Tariffs Will Impact Xcel Energy Stock Investors
Xcel Energy is balancing clean energy initiatives with tariff adjustments for high-usage customers to ensure infrastructure funding without burdening existing ratepayers. The company's proposed large load tariff in Texas is particularly significant for investors, as it aims to recover costs associated with data center electricity demand through long-term commitments from high-usage customers. This strategy, if approved, could support Xcel Energy's multi-billion dollar generation and transmission projects, mitigating risks associated with wildfire exposure and balance sheet strain, and is crucial for achieving projected revenue and earnings growth.
A 20% premium adds to director Timothy A. Welsh's retainer stock award at Xcel Energy (XEL).
Xcel Energy director Timothy A. Welsh received 580.229 stock equivalent units as a retainer award on September 28, 2026. This award included 483.524 units granted at $69.80 per unit in lieu of his quarterly cash retainer, and an additional 96.705 units granted at no cost as a 20% premium. The units are payable in whole common shares upon termination of his directorship, with fractional units paid in cash.
Xcel Energy restores power to 1,300 customers after Texas Panhandle storm
Xcel Energy has restored power to approximately 1,300 customers in the Texas Panhandle following a severe storm on Tuesday night that caused widespread outages due to high winds damaging trees, power lines, and utility poles. Crews quickly worked to repair damage, with the largest issue being a tree in the Wolflin area that was removed within an hour to an hour and a half, restoring power. Customers are advised to use the company's mobile app to report outages and avoid calling 911.
EBITDA per share of Xcel Energy Inc. – HAN:NRN
This article provides a brief financial data point for Xcel Energy Inc. (NRN) traded on the Hannover Stock Exchange, specifically highlighting its EBITDA per share. It appears to be a stub or a data entry from a financial platform like TradingView, indicating the value, change, and percentage change for this metric.
A director receives 666.189 stock-linked units with a 20% premium at Xcel Energy (XEL).
Xcel Energy director Charles G. Pardee was granted 666.189 stock equivalent units on September 28, 2026. A portion of these units, 555.157, were granted at $69.80 per unit in lieu of his quarterly cash retainer, while the remaining 111.032 units were a 20% premium provided at no cost. These units will be paid in common shares after his director service terminates, and his direct position after this award is 34,643 shares.
A director acquires 773.639 stock-linked units with a 20% retainer premium at Xcel Energy (XEL).
Xcel Energy director Patricia L. Kampling acquired 773.639 stock equivalent units on September 28, 2026. This acquisition included 644.699 units granted at $69.80 each in lieu of her quarterly cash retainer, and an additional 128.94 units as a 20% premium at no cost. These units will be paid in common shares after her director service concludes, bringing her direct holdings to 26,011 shares.
A director receives stock-based pay with a 20% retainer premium at Xcel Energy (XEL).
Xcel Energy director Megan D. Burkhart received 687.679 stock equivalent units, with 573.066 units granted at $69.80 as part of her quarterly retainer and an additional 114.613 units as a 20% premium. These units will be converted into common shares after her service ends, with fractional units paid in cash. Post-transaction, Burkhart holds 24,703.358 shares, including units from dividend reinvestment.
Jefferson County Public Schools, Xcel Energy, and Highland Electric Fleets Celebrate the Launch of Six New Electric School Buses and Six Bidirectional Chargers
Jefferson County Public Schools, Xcel Energy, and Highland Electric Fleets have launched six new electric school buses and six bidirectional chargers in Lakewood. Xcel Energy provided $3.4 million in funding through its Electric School Bus Program, which aims to support 38 electric school buses and 30 bidirectional charging systems statewide. The project will also serve as a demonstration of bidirectional charging technology, allowing the buses to potentially return electricity to the grid when needed.
Edison International's dividend steady despite 23% stock drop amid wildfire liability concerns.
Edison International's stock has fallen 23% in one month due to wildfire liability concerns, but its quarterly dividend remains unchanged, supported by regulatory approval through 2028 and stable earnings guidance. The company faces over 30,000 wildfire claims and significant financial offers related to the Eaton Fire, creating uncertainty around future costs. Despite these challenges, management anticipates no need for new equity issuance before 2030 unless regulatory changes increase capital expenses, which would then threaten dividend stability.
Xcel’s faulty billing has residents, businesses and cities fired up
Xcel Energy is facing significant scrutiny and an ongoing investigation by the Minnesota Public Utilities Commission due to widespread billing errors affecting residents, businesses, and municipalities. Complaints detail issues ranging from uncredited solar production payments and substantial late fees for cities to a 50% increase in residential invoice cancellations due to billing problems. Despite Xcel's claims of progress, the Attorney General's office suggests the utility may be under-reporting the true extent of these errors, prompting calls for a broader investigation and independent audit.
Six school buses could send stored power back to the grid
Jeffco Public Schools is launching six new electric school buses and six bidirectional chargers, supported by $3.4 million in funding from Xcel Energy and services from Highland Electric Fleets. These buses will not only transport students but also demonstrate vehicle-to-grid technology, allowing their batteries to store and return electricity to the grid when needed. This initiative aims to improve air quality, reduce emissions, and explore innovative energy solutions for the community and electric grid.
Jeffco Public Schools Launches Six Electric School Buses with Xcel Energy and Highland Electric Fleets
Jeffco Public Schools, in partnership with Xcel Energy and Highland Electric Fleets, has launched six new electric school buses and bidirectional chargers. Xcel Energy provided $3.4 million in funding, and Highland Electric Fleets offers an Electrification-as-a-Service model for the buses and charging infrastructure. This initiative aims to improve air quality, reduce emissions, and demonstrate the potential of bidirectional charging technology to support the electric grid.
Xcel Energy (NASDAQ:XEL) Upgraded at Scotiabank
Scotiabank has upgraded Xcel Energy (NASDAQ:XEL) to a "strong buy" rating, contributing to the stock's overall "Buy" rating and a consensus price target of $91.65. The utility company's shares opened up 1.9% at $70.69, trading near its 52-week low, and institutional investors hold a significant 78.38% stake. Xcel Energy recently reported quarterly EPS of $0.93, exceeding estimates, despite a 5.1% year-over-year decrease in revenue.
Cold Weather Rule takes effect Oct. 1
Xcel Energy announced that Minnesota's Cold Weather Rule takes effect on October 1st, protecting residential customers from heating service disconnection until April 30th. The company encourages struggling customers to contact them to set up payment plans, explore assistance options, and learn about energy efficiency programs. Income-eligible customers can establish payment plans based on a percentage of their household income.
Xcel Energy reported outage in southern Amarillo affecting about 200 customers
Xcel Energy reported a power outage affecting approximately 200 customers in southern Amarillo. The estimated restoration time for the outage was midnight. MyHighPlains.com will provide updates as more information becomes available.
Is Xcel Energy (XEL) Trading At A Discount Following Its Texas Large Load Tariff Filing?
Xcel Energy (XEL) has filed a large load tariff proposal in Texas to serve data centers while protecting existing customer bills. Despite recent short-term share price declines, the company has strong long-term returns and is considered 23% undervalued by analysts, trading at $70.69 against a fair value of $91.41. This valuation hinges on the successful execution of its significant infrastructure investment cycle, driven by data center growth, which also carries regulatory and capital spending risks.
Equity in earnings of Xcel Energy Inc. – HAN:NRN
This article focuses on the "Equity in earnings" financial metric for Xcel Energy Inc. (NRN) as traded on the Hannover Stock Exchange. It appears to be a financial data page rather than a news article, indicating the value and changes for this specific financial metric.
Can Systematic Capital Investment Drive IDACORP's Long-Term Growth?
IDACORP (IDA) is making significant capital investments to expand its generation capacity, strengthen transmission infrastructure, and meet rising electricity demand. These investments, including major transmission and generation projects, are expected to total around $7.1 billion through 2030 and support the company's regulated asset base and earnings growth. The strategy aims to accommodate accelerated customer and load growth, similar to efforts by other utilities like FirstEnergy Corp. and Xcel Energy.
PPL vs. XEL: Which Utility Stock Offers Greater Long-Term Upside?
This article compares PPL Corporation (PPL) and Xcel Energy (XEL), both U.S.-regulated electric utilities, as long-term investment opportunities in 2026. It analyzes their earnings estimates, dividend yields, return on equity, valuation, and debt-to-capital ratios. The author concludes that PPL offers a more compelling investment case due to its lower debt usage, more attractive valuation, and higher dividend yield, despite Xcel Energy's stronger return on equity.
Can Rising Customer Demand Enhance Xcel Energy's Growth Prospects?
Xcel Energy (XEL) is poised for growth due to increasing electricity demand from data centers, manufacturing, and electrification, supporting significant infrastructure investments. The company plans to invest $70 billion through 2030 and aims for 6-8% long-term earnings growth. This rising demand is also benefiting other utilities like Alliant Energy and NextEra Energy, highlighting a broader industry trend.
Can Rising Customer Demand Enhance Xcel Energy's Growth Prospects?
Xcel Energy (XEL) is poised for growth due to increasing electricity demand from data centers, manufacturing, and electrification, supporting significant infrastructure investments and rate-base expansion. The company projects substantial capital expenditure through 2030 and aims for long-term earnings and EPS growth. This customer demand trend also benefits other utilities like Alliant Energy (LNT) and NextEra Energy (NEE).
Construction company alleges Xcel Energy delayed utilities
A Denver construction company, RedT Homes, has filed a legal complaint alleging that Xcel Energy caused years of delays in providing electrical service to its residential development projects. CEO Nathan Adams claims over a dozen properties were impacted, leading to significant financial costs including one foreclosure, and highlighting broader challenges in urban construction and permitting. Xcel Energy has declined to comment on the active lawsuit.
Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas
Zone Frontier Inc. announced a long-term ground lease for over 4,000 acres in Potter County, Texas, with a purchase option. This lease secures land, water, and development rights for a West Texas data center campus, a partnership with HST Technologies, Inc., capable of expanding beyond 500 MW. The agreement, supported by a 30-year initial term and extension options, allows for disciplined development aligned with tenant acquisition, power, and permitting work.
PPL vs. XEL: Which Utility Stock Offers Greater Long-Term Upside?
The article compares PPL Corporation (PPL) and Xcel Energy (XEL), two U.S.-regulated electric utilities, as investment opportunities in 2026. Both companies are investing significantly in grid modernization, clean energy, and infrastructure to meet rising electricity demand and decarbonization goals. While Xcel Energy shows a stronger return on equity, PPL is highlighted as the more compelling choice due to its relatively lower debt usage, more attractive valuation, and higher dividend yield.
AWK vs. WTRG: One Dividend Champion Will Emerge From This $63 Billion Consolidation
American Water Works (AWK) is acquiring Essential Utilities (WTRG) in an all-stock deal valued at $63 billion, expected to close in Q1 2027. For retirement investors focused on income, Essential Utilities (WTRG) is currently the better choice due to its higher yield (3.47% vs. AWK's 2.58%) and cheaper valuation (17x forward P/E vs. AWK's 20x). While AWK offers faster growth, WTRG holders will eventually benefit from AWK's dividend growth policy if the merger proceeds, though potential regulatory blocks in Pennsylvania pose a risk to WTRG's standalone prospects.
PPL vs. XEL: Which Utility Stock Offers Greater Long-Term Upside?
This article compares PPL Corporation (PPL) and Xcel Energy (XEL), two U.S.-regulated electric utilities, to determine which offers greater long-term upside. Both companies are investing heavily in infrastructure upgrades and cleaner energy generation to meet rising electricity demand. While Xcel Energy shows a stronger return on equity, PPL is presented as the more compelling investment due to its lower debt usage, more attractive valuation, and higher dividend yield.
At least 1,800 acres could be designated for solar power and batteries at Zone Frontier's Texas site.
Zone Frontier Inc. has secured a long-term ground lease for approximately 4,077 acres in Potter County, Texas, to develop its West Texas data center campus. The lease allows for 200-800 acres for data center facilities and at least 1,800 acres for solar generation, battery storage, and related infrastructure. The agreement also includes a purchase option for the data center site and a long-term water supply agreement, with base rent commencing only when construction begins on specific areas.
Thousands of Fargo Xcel Energy customers are without power
Nearly 2,800 Xcel Energy customers in Fargo, North Dakota are experiencing power outages. One outage is near North Dakota State University, with power expected to be restored by 6:45 AM, and another is near Unicorn Park, expected to be restored by 7:45 AM. Xcel Energy officials are working to restore electricity as quickly and safely as possible.
Zone Frontier Inc. Signs Long-Term Ground Lease with Purchase Option for more than 4,000 Acres in Potter County, Texas
Zone Frontier Inc. announced a long-term ground lease with a purchase option for over 4,000 acres in Potter County, Texas, to develop its West Texas data center campus in partnership with HST Technologies. The site allows for up to 800 acres of data center development with a potential capacity of over 500 megawatts, supported by an on-site solar and battery plant and a long-term water supply agreement. This strategic move aims to provide scalable land, faster power access, and water for AI infrastructure, with construction planned to begin after securing a tenant.
Xcel Energy proposal aims to protect customers from data center costs
Xcel Energy has submitted a proposal to Texas regulators designed to shield existing customers from increased electricity costs. This initiative addresses the growing demand for electricity from data centers and other large users, aiming to prevent these new demands from burdening current customers. The proposal seeks to ensure that the expansion of large-scale energy consumption does not negatively impact the utility rates of its long-standing customer base.
Xcel Energy proposes rules for data centers in Texas to protect residential customers
Xcel Energy has proposed new rules to the Public Utility Commission of Texas that would require data centers and other large electricity users to bear the costs of the infrastructure needed to serve their projects. This initiative aims to protect residential and business customers from these expenses. The proposal includes long-term commitments, financial security for project delays, and minimum monthly payment requirements for large users.
Xcel Energy submits proposal to place large load tariffs on data centers in Colorado
Xcel Energy has proposed a large load tariff to the Colorado Public Utilities Commission, aiming to make big electricity users, including data centers, responsible for the infrastructure costs associated with their power consumption. The proposal seeks to prevent cost shifting to other customers while supporting economic growth, with protections like long-term contractual commitments and financial securities. If approved, the tariff would apply to new or significantly expanded electric loads of 50 megawatts or more, and potentially to those between 20 and 50 MW.
Xcel Energy stock faces a lower USD 83 Morgan Stanley target
Morgan Stanley has lowered its price target for Xcel Energy (XEL) stock from USD 89.00 to USD 83.00, while maintaining an "Equal Weight" rating. This adjustment comes as the utility's second-quarter earnings showed mixed signals, with EPS beating consensus but revenue falling short. Investors are currently weighing the company's regulated earnings visibility against the substantial capital requirements for its infrastructure buildout and long-term growth ambitions.
Xcel Energy Inc. $XEL Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly reduced its stake in Xcel Energy (NASDAQ:XEL) by 19.7% in the second quarter, selling over 200,000 shares but still retaining a substantial holding valued at approximately $66.4 million. Despite this reduction, institutional investors collectively own a majority of Xcel's stock, and analysts largely maintain a "Buy" rating with an optimistic price target. Xcel Energy also reported strong quarterly earnings, beating EPS estimates, and declared a quarterly dividend.
DTE Energy offers strong dividend growth and 24% upside potential by 2027 amid Michigan data center boom.
DTE Energy is projected to achieve 6-8% annual earnings growth through 2030, supported by significant capital investments and deals with Oracle and Google in Michigan's burgeoning data center market. The stock, currently trading below its fair value, offers a potential 24% price increase by 2027 and 12% annual returns through 2031, alongside a 3.4% dividend yield. Despite risks from interest rates and regulation, DTE Energy presents an attractive opportunity for both income and capital gains.
Xcel Energy stock slips 0.4 percent ahead of the open
Xcel Energy stock (XEL) fell 0.4 percent on September 24, 2026, closing at USD 43.45 on the Nasdaq, underperforming the S&P 500. The stock's movement is noted ahead of the open on September 25, 2026, with continuing relevance of Colorado grid funding and utility regulation. Recent news includes a USD 250 million federal grant for a transmission corridor in Colorado, with Xcel Energy expected to co-fund the project, and ongoing discussions about new rules for planned power shutoffs.
‘There was just zapping things.’ Georgia Power equipment failure left woman out $2k
Linda Wohlbach is out over $2,000 after an alleged Georgia Power equipment failure caused damage to her home, which the power company refuses to cover. Georgia Power denied her claim, stating that the failure was not due to their negligence and that they are not responsible for damages outside their control. This has sparked frustration among customers who feel there is a lack of oversight regarding how these determinations are made.
New rules are being considered for Xcel Energy in Colorado when it comes to planned power shutoffs
Colorado is considering new rules for Xcel Energy regarding planned power shutoffs, following a controversial event last December that left thousands without power. The proposed guidelines from the Public Utilities Commission aim to ensure better communication, transparency, and restoration efforts from utility companies during such events. A public hearing on these new rules is scheduled for November 23rd.
Xcel Energy Inc. stock outperforms competitors despite losses on the day
Xcel Energy Inc. (XEL) shares fell by 1.56% to $69.56, marking its second consecutive day of losses despite the S&P 500 Index and Dow Jones Industrial Average also experiencing declines. The article highlights that even with its own losses, Xcel Energy's stock performance outpaced its competitors. This market update was generated by MarketWatch Automation, leveraging data from Dow Jones and FactSet.
Xcel Energy stock trades below its yearly high as EPS beats
Xcel Energy (XEL) stock is trading below its yearly high despite reporting better-than-expected Q2 2026 earnings per share, exceeding consensus by USD 0.14. While EPS improved year-over-year, revenue declined by 5.1% due to lower fuel costs passed to customers. The company reaffirmed its 2026 EPS guidance, but high debt levels and the impact of regulatory outcomes remain key factors for future valuation.
4 Utility Stocks With Reliable Dividends and a Massive New Growth Engine
The article highlights four regulated electric utility stocks—Southern Company (SO), American Electric Power (AEP), Duke Energy (DUK), and Xcel Energy (XEL)—as reliable dividend payers with significant growth potential driven by the surge in data center electricity demand. These companies are securing large, long-term contracts with hyperscalers like OpenAI and Google, feeding into their rate bases and supporting consistent dividend growth. While each company offers unique benefits and risks, they are all positioned to benefit from increased electricity consumption by data centers, making them attractive for income-focused investors.
