Core Insights - Utility service providers are benefiting from increased electricity tariffs, accretive acquisitions, cost reductions, and energy-efficiency initiatives [1] - The transition to renewable energy sources and infrastructure resilience against adverse weather conditions are also contributing positively to the power business [1] Industry Overview - Utility companies in the U.S. are enhancing their infrastructure, which encompasses generation, transmission, distribution, storage, and sale of electricity [2] - The capital-intensive nature of utilities necessitates a steady stream of funding for new asset acquisitions and infrastructure improvements [3] Financial Environment - The Federal Reserve's recent interest rate reduction by 25 basis points to a range of 4-4.25% is expected to improve margins and profitability for capital-intensive utilities due to lower capital servicing expenses [3] Company Performance - Utility companies generally experience consistent revenue growth and profitability, allowing them to enhance shareholder value through regular dividend payments [4] - Dominion Energy has a market capitalization of $51.97 billion, while Exelon Corporation has $45.51 billion [6] Growth Projections - The Zacks Consensus Estimate for Dominion Energy's 2025 earnings is $3.39 per share on revenues of $15.24 billion, indicating a year-over-year bottom-line increase of 22.4% and a top-line improvement of 5.4% [7] - Exelon's 2025 earnings are estimated at $2.69 per share on revenues of $24.10 billion, reflecting year-over-year growth of 4.7% and 7.6% for top and bottom lines, respectively [7] Debt Position - Dominion Energy's debt-to-capital ratio is 60.03%, while Exelon's is 63.35%, both below the industry's average of 60.89% [8] - The times interest earned (TIE) ratio for Dominion Energy is 2.6, and for Exelon, it is 2.5, indicating sufficient financial flexibility to meet near-term interest obligations [9] Dividend Yield - Dominion Energy offers a dividend yield of 4.37%, surpassing Exelon's 3.56% and significantly higher than the Zacks S&P 500 composite average of 1.09% [10][11] Stock Performance - Over the past year, Dominion Energy's shares have increased by 4.9%, while Exelon's shares have risen by 11.8%, compared to the industry's growth of 8.8% [12] Investment Recommendation - Both Dominion Energy and Exelon are positioned as wise investments, with Dominion Energy favored due to better growth projections, debt management, and dividend yield [13]

Core Points - Exelon will hold its third quarter 2025 earnings conference call on November 4, 2025, at 9:00 a.m. CT / 10:00 a.m. ET [1] - The conference call will be led by Exelon President and CEO Calvin Butler and Executive Vice President and CFO Jeanne Jones [1] - A live listen-only webcast will be available for the upcoming earnings presentation, with an archived audio link on the Investor Relations page [1]

Core Points - ComEd has launched the application period for the Low-Income Home Energy Assistance Program (LIHEAP), urging eligible customers to apply for energy assistance [1][3] - The program aims to provide financial support to low-income households, with an expansion in income eligibility to include families earning at or below 60% of the state's median income [4][6] - ComEd's comprehensive suite of customer assistance programs has already helped connect 140,000 customers to over $72 million in financial assistance this year [2] Summary by Sections LIHEAP Program - LIHEAP is a crucial resource for customers needing bill support, with applications now open for vulnerable groups including seniors, individuals with disabilities, and families with young children [2][3] - The program will accept applications from all income-eligible households starting November 1 [3] Financial Support and Eligibility - This year's LIHEAP program allows households with a maximum annual gross income of $76,884 for a family of four to qualify [4] - ComEd is collaborating with local organizations to ensure that financial support reaches those in need [5][6] Additional Assistance Programs - ComEd's existing assistance programs include the Low-Income Discount (LID) program, which will launch in January 2026, providing eligible customers with a flat monthly discount on energy bills [7] - The company offers various bill assistance options, including flexible payment arrangements and energy efficiency services [10] Community Engagement - ComEd emphasizes its commitment to partnering with local organizations to deliver essential support to families, particularly as utility costs rise [5][6] - The company encourages eligible families to apply for LIHEAP to help manage their energy costs effectively [5]

CHICAGO--(BUSINESS WIRE)--ComEd announced Ajit Apte, with more than two decades of experience in the industry and at Exelon, has been appointed to the role of senior vice president of Customer Operations. Effective earlier this month, this key appointment will position ComEd to continue to enhance the customer experience for over 9 million people served in northern Illinois. Apte will lead ComEd's customer-facing teams, including the utility's customer care center, customer financial operations. ...

Core Viewpoint - Exelon, a major U.S. electric utility, is planning to increase its ownership of power plants in the Mid-Atlantic region next year due to rising electricity bills driven by increased demand and new supply challenges [1] Group 1: Company Strategy - Exelon aims to enhance its presence in the Mid-Atlantic service area by acquiring more power plants [1] - The company is responding to the spike in electricity bills, which are influenced by rising demand in the region [1] Group 2: Market Context - The Mid-Atlantic region is experiencing significant increases in electricity costs, prompting utilities like Exelon to adapt their strategies [1] - The rising demand for electricity is a key factor contributing to the current market dynamics in the region [1]

Exelon Corporation (NASDAQ:EXC) is one of the Best Electric Utility Stocks to Buy According to Analysts. On September 10, ComEd, which is a unit of Exelon Corporation (NASDAQ:EXC), announced the start of its vehicle-to-grid (V2G) charging pilot’s testing phase with 3 Illinois school districts. The V2G charging pilot will evaluate the technology, which can allow bidirectional charging with electric school buses to enhance energy optimization, support grid stability, and develop new ways for customers to pot ...

Company Overview - Exelon Corporation (EXC) is a regulated electric and natural gas utility company based in Chicago, Illinois, with a market capitalization of $43.8 billion, focusing on reliable, clean, and affordable power [1] - The company is classified as a large-cap stock, benefiting from a geographically diverse footprint across major states, which reduces risk from regional economic fluctuations [2] Performance Metrics - EXC has experienced a 10% decline from its 52-week high of $48.11, reached on April 4, and has gained marginally over the past three months, underperforming the S&P 500 Index's 8.2% return during the same period [3] - Over the past 52 weeks, EXC has gained 10.9%, while the S&P 500 Index has increased by 18.9%. However, year-to-date, EXC shares are up 15.1%, outperforming the S&P 500's 11.1% rise [4] Earnings Report - On July 31, EXC's shares surged 1.5% following mixed Q2 earnings results, with revenue of $5.4 billion missing consensus estimates by 1.8%, but adjusted EPS of $0.39 exceeding analyst expectations of $0.37 [5] - The company's bottom line declined 17% from the year-ago quarter, primarily due to lower utility earnings [5] Competitive Position - EXC has outperformed its rival, Duke Energy Corporation (DUK), which gained 3.8% over the past 52 weeks and 12.6% year-to-date [6] - Analysts maintain a moderately optimistic outlook for EXC, with a consensus rating of "Moderate Buy" from 17 analysts and a mean price target of $47.28, indicating a 9.1% potential upside from current price levels [6]

Core Insights - Exelon Corporation (EXC) is investing significantly in transmission and distribution infrastructure to meet rising customer demand and generate steady cash flow while rewarding shareholders [1][2][4] Investment Plans - Exelon plans to allocate nearly $38 billion between 2025 and 2028 for regulated utility operations, focusing on grid modernization and system resilience [2][8] - The company intends to invest $21.7 billion in electric distribution, $12.6 billion in electric transmission, and $3.8 billion in gas delivery during the same period, targeting a 7.4% rate base CAGR and 5-7% annual EPS growth [3][8] Customer Base and Benefits - Serving over 10 million customers, Exelon has implemented tax reform measures, energy efficiency programs, and cost-saving initiatives, keeping costs below inflation [4] - The company prioritizes clean energy transmission and distribution, with a significant portion of distribution revenues decoupled to mitigate declines from lower usage [5] Industry Challenges - Emerging technologies and advancements in power generation, including solar systems and microturbines, may reduce demand for Exelon's services, potentially impacting profitability [6] - Equipment failures or disruptions in delivery infrastructure could lead to revenue losses and increased maintenance costs [7]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Growth stocks in the AI sector, such as NVIDIA, are highly valued, but there is potential in 'pick and shovel' plays that support AI growth, including select utilities [2] Group 2 - The article emphasizes the importance of defensive stocks with a medium- to long-term investment horizon [2]

Core Insights - Exelon reported Q2 2025 adjusted (non-GAAP) earnings per share of $0.39, exceeding analyst expectations of $0.37, while GAAP revenue reached $5,427 million, indicating a mixed performance across segments and a year-over-year decline in net income [1][5][11] Financial Performance - Adjusted (non-GAAP) EPS fell 17.0% from $0.47 in Q2 2024 to $0.39 in Q2 2025 [2][5] - GAAP revenue for Q2 2025 was $5,427 million, slightly above the consensus estimate [5] - ComEd segment reported adjusted (non-GAAP) operating earnings of $228 million, down 20.0% year-over-year [2][6] - PECO segment saw a 46.2% increase in adjusted (non-GAAP) operating earnings to $136 million [2][6] - BGE segment's adjusted (non-GAAP) earnings rose 22.2% to $55 million [2][6] - PHI segment reported an 11.1% decline in adjusted (non-GAAP) operating earnings to $144 million [2][6] Business Overview and Strategy - Exelon operates through regulated subsidiaries including ComEd, PECO, BGE, and PHI, focusing on electricity and gas distribution [3] - The company is enhancing grid infrastructure and engaging with regulators to support clean energy goals [4] Capital Investment and Infrastructure - Exelon invested $3.96 billion in capital spending in the first half of 2025, part of a $38 billion four-year plan for grid modernization and capacity expansion [8] - Approximately 80% of planned 2025 debt financing has been completed, reducing future financing risks [8] Regulatory Environment - No significant new rate cases were settled in Q2 2025, but ongoing proceedings in New Jersey and Delaware are progressing [9] - The Next Generation Energy Act in Maryland introduces new requirements for utilities regarding cost recovery and grid updates [9] Dividend and Financial Health - The quarterly dividend was maintained at $0.40 per share, with a solid balance sheet showing $27.6 billion in equity and $1.25 billion in cash [10] Future Outlook - Management reaffirmed full-year adjusted (non-GAAP) operating earnings guidance of $2.64 to $2.74 per share, targeting 5–7% annual EPS growth through 2028 [11] - The company anticipates $10 to $15 billion in additional transmission opportunities due to increased grid investment needs [11]