Company Reports

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile. Exelon operates a diverse set of regulated utilities, including five utilities in the mid-Atlantic and the largest investor-owned utility in Illinois.

Exelon reported second-quarter operating earnings of $0.43 per share, up from $0.39 in the same period a year ago, putting the company on track to meet our and management's full-year expectations.

Exelon reported first-quarter operating earnings of $0.91 per share, compared with $0.92 in the same year-ago period. The company is on track to meet our and management's full-year expectations.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile. Exelon operates a diverse set of regulated utilities, including five utilities in the mid-Atlantic and the largest investor-owned utility in Illinois.

On April 16, Exelon subsidiary PECO withdrew its electric and natural gas distribution rate case filed with the Pennsylvania Public Utility Commission.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile. Exelon operates a diverse set of regulated utilities, including five utilities in the mid-Atlantic and the largest investor-owned utility in Illinois.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile. Exelon operates a diverse set of regulated utilities, including five utilities in the mid-Atlantic and the largest investor-owned utility in Illinois.

Exelon reported full-year 2025 operating earnings per share of $2.77, up from $2.50 from 2024. Results were ahead of our expectations and above management's full-year expectations.

On Jan. 14, PJM released its annual long-term electricity demand forecast, highlighting significant expected growth in demand across the region. On Jan. 16, the Trump administration and numerous governors released a statement of principles proposing changes in the regional electricity market.

Exelon reported third-quarter operating earnings per share of $0.86, up from $0.71 in the same year-ago period, putting the company on track to meet our and management's full-year expectations.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile. Exelon operates a diverse set of regulated utilities, including five utilities in the mid-Atlantic and the largest investor-owned utility in Illinois.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile.

Exelon reported second-quarter operating earnings per share of $0.39, down from $0.47 in the same year-ago period, putting the company on track to meet our and management's full-year expectations.

Exelon reported first-quarter operating earnings per share of $0.92, up from $0.68 in the same year-ago period, putting the company on track to meet our full-year 2025 estimates and management's guidance.

Utilities have limited direct exposure to the tariffs announced by the Trump administration, but falling energy demand or regulatory pushback to utilities' investment plans could slow earnings growth if economic conditions deteriorate.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile.

Exelon reported 2024 operating earnings per share of $2.50, up from $2.45 in 2023, in line with our expectations. The company will pay a $1.60 per share dividend in 2025, up 5.2% from the 2024 dividend.

We are maintaining our $39 fair value estimate for Exelon after the company reported third-quarter earnings per share of $0.71, up from $0.67 in the same year-ago period. Our narrow moat remains unchanged.

Exelon is a pure-play electric and gas transmission and distribution utility providing investors a stable earnings profile.