$EXC

Exelon (EXC) filed a motion with FERC to intervene in a Transcontinental Gas Pipeline proceeding, arguing that decisions could affect gas service rates and terms for its utilities. The outcome may influence operating expenses, customer affordability, and future rate proposals. Exelon's investment case relies on regulated utility growth, cost control, and a $41.7B capital plan, with analysts forecasting $27.8B in revenue and $3.6B in earnings by 2029.

Exelon (EXC) trades at $40.35, down 6.82% in a month, with a 4.07% dividend yield. Its earnings depend on regulator-approved rate base growth, targeting 5-7% EPS growth through 2029. Operating cash flow covers dividends but not capex, leading to increased debt. Regulatory approvals and credit metrics are key risks for dividend sustainability.

Xcel Energy's Colorado customers face increasing and longer power outages, with 350 minutes in 2024 vs. 166 minutes historically. Wildfires and generation issues contribute to reliability concerns. Nationally, utilities like PG&E, Exelon, Dominion, and Rocky Mountain Power also report outage risks due to various factors.

Exelon Corp. received final approval for a $40 million settlement related to a bribery scandal, including a $30 million class action payment and a $10 million attorneys' fee. The settlement also involves internal reforms and a clawback of CEO compensation, as ruled by a federal court.

Alphabet (GOOGL) paid $0.22 per share on September 14, 2026, part of its $0.88 annualized dividend. Exelon (EXC) and Patterson-UTI (PTEN) each paid $0.42 and $0.10 per share on September 15, 2026, respectively, with annualized dividends of $1.68 and $0.40. All three companies have different business models and dividend policies.

OpenAI CEO Sam Altman held private meetings with executives from Duke Energy, Exelon, Southern Co, and NextEra Energy to discuss electrical grid security, following an AI-related incident. OpenAI has been promoting its cybersecurity services to these utility companies, according to Politico.

BGE and Delmarva Power, Exelon-owned utilities, collected $32M more than expected in 2025. Maryland Office of People's Counsel seeks refunds, while utilities cite legal changes blocking such reviews. Public Service Commission has not ruled yet.

Exelon (EXC) has underperformed NextEra Energy (NEE) in the regulated utilities sector, with NEE up 2.7% YTD and 16.1% over 52 weeks. Analysts rate EXC as a 'Hold' with a mean price target of $49.22, a 14% premium to its current price.

Exelon (EXC) reaffirmed its 2026 adjusted operating earnings guidance of $2.81 to $2.91 per share. Q2 earnings were $0.43, slightly below estimates. The company adjusted its data center pipeline to 36 GW, with 4 GW backed by $1 billion in collateral. Exelon is focusing on transmission and battery storage to address grid strain. Analysts estimate a target price of $52, implying 20.1% upside over 2.3 years.

OpenAI is collaborating with power companies like Duke Energy, Exelon, Southern Company, and Nextera Energy to protect the electrical grid from AI-driven cyber threats. The initiative, called DayBreak, aims to preemptively block risks. OpenAI has also engaged with Dominion Energy and Southern California Edison to address funding limitations and regulatory hurdles.