Core Insights - Exelon Corporation (EXC) is set to announce its third-quarter 2025 results on November 4, with an earnings surprise of 5.41% in the previous quarter [1][2] Factors Impacting Q3 Earnings - Exelon's earnings are expected to benefit from reduced volumetric risks, with approximately 78% of distribution revenues decoupled [2] - New electric transmission rates effective from June 1, 2025, are anticipated to contribute positively to earnings [2] - The company's strong presence in densely populated urban areas and disciplined cost management are likely to further enhance performance [2] - Increased demand from data center growth, energy efficiency programs, electric vehicle adoption, and robust economic growth in service territories are expected to support earnings [3] - Severe storms in August caused power outages in northern Illinois, potentially increasing overall expenses due to restoration and repair costs [3] Q3 Expectations - The Zacks Consensus Estimate for Exelon's earnings is 76 cents per share, reflecting a year-over-year increase of 7% [4] - Revenue estimates are set at $6.35 billion, indicating a 3.2% increase from the previous year [4] Earnings Prediction Model - The current Earnings ESP for Exelon is 0.00%, indicating uncertainty in predicting an earnings beat [5] - Exelon holds a Zacks Rank of 3 (Hold), which does not favor an earnings beat this reporting cycle [6] Industry Comparisons - Eversource Energy (ES) is also reporting on November 4, with a consensus estimate of $1.12 per share and an Earnings ESP of +5.13% [7][8] - Alliant Energy (LNT) is set to report on November 6, with an Earnings ESP of +0.43% and a consensus estimate of $1.17 per share [8] - Duke Energy (DUK) will report on November 7, with an Earnings ESP of +1.65% and a consensus estimate of $1.73 per share [9]

Core Viewpoint - Analysts forecast Exelon (EXC) will report quarterly earnings of $0.76 per share, reflecting a year-over-year increase of 7%, with revenues expected to reach $6.35 billion, a 3.2% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a downward revision of 7.2% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Operating revenues- PECO' at $1.12 billion, indicating a year-over-year change of +8.5% [5]. - 'Operating revenues- ComEd' is forecasted to reach $2.23 billion, suggesting a change of +0.2% year over year [5]. - 'Operating revenues- PHI' is expected to be $1.85 billion, reflecting a -0.8% change from the prior-year quarter [5]. - 'Operating revenues- BGE' is projected at $1.14 billion, with a year-over-year change of +9.2% [6]. - 'Electric revenues- ACE' is expected to be $490.93 million, indicating a -9.1% change year over year [6]. - 'Electric revenues- PHI' is projected at $1.80 billion, reflecting a -2.2% change [7]. - 'Natural gas revenues- PHI' is expected to reach $36.76 million, indicating a +59.8% change year over year [7]. - 'Natural gas revenues- BGE' is projected at $208.76 million, reflecting a +100.7% change [8]. - 'Natural gas revenues- PECO' is expected to be $135.12 million, indicating a +93% change from the prior-year quarter [8]. - 'Electric revenues- BGE' is forecasted at $950.00 million, suggesting a +2.7% change from the year-ago quarter [8]. Stock Performance - Exelon shares have increased by +4.8% in the past month, outperforming the Zacks S&P 500 composite's +3.6% move, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [9].

Core Insights - The EV Readiness Program, initiated by ComEd and the Metropolitan Mayors Caucus, aims to prepare local governments in Illinois for the increasing demand for electric vehicles (EVs) and charging infrastructure [1][4] - The fourth cohort includes 16 communities, bringing the total to over 50 communities that have participated in the program since its launch in 2022 [4][9] - The program focuses on policy development, safety, and community education regarding EV benefits, with participants working towards EV Ready designations [3][5] Program Details - The fourth cohort consists of communities such as Brookfield, Deerfield, and Northbrook, among others [2] - Participants receive technical assistance to streamline policies and implement best practices for regional transportation electrification [1][3] - The program is expected to achieve EV readiness status by summer 2026, with training initiatives for first responders and permitting processes [5][7] Impact and Recognition - Over 152,000 EVs are currently on the roads in Illinois, with a goal of 1 million EVs by 2030 as per the state's Climate and Equitable Jobs Act [4] - ComEd has awarded more than $100 million in rebates to support EV adoption and infrastructure projects since 2024, with over 50% of funding reserved for equity investment eligible communities [8] - The EV Readiness Program has received accolades, including the Innovative Community Program Award from IAMMA and recognition as a Top 100 Finalist for the Chicago Innovation Awards [9]

Core Insights - The demand for electricity from data centers is expected to drive significant growth in global electricity usage for decades, with data centers consuming an estimated 415 terawatt-hours of electricity in 2024, accounting for about 1.5% of global electricity consumption [4][5]. Utility Stocks - The S&P 500 utilities sector has gained nearly 16% from its low in mid-February, outperforming the S&P 500, indicating a strong performance in the utility sector amidst market fluctuations [7]. - High-yielding utility stocks are identified as potential beneficiaries of the increasing electricity demand from data centers, providing stable and dependable passive income [6][5]. Company Profiles - **Canadian Utilities Ltd. (CDUAF)**: Operates in electricity, natural gas, renewables, and pipelines with assets of $22 billion and a dividend yield of 4.60% [8]. - **Dominion Energy Inc. (NYSE: D)**: An integrated energy utility with a strong dividend yield of 4.34%, well-positioned geographically to serve data centers [10]. - **Duke Energy Corp. (NYSE: DUK)**: Located near major data centers, this company offers a solid dividend yield of 3.28% and operates extensive electric and gas distribution networks [14][16]. - **Entergy Corp. (NYSE: ETR)**: Engaged in electric power production and retail distribution, with a dividend yield of 2.48% and serving approximately 3 million customers [19][20]. - **Exelon Corp. (NYSE: EXC)**: The largest electric parent company in the U.S. by revenue, offering a dependable dividend yield of 3.29% and engaged in energy distribution and transmission [21].

Core Insights - Congresswoman Marjorie Taylor Greene is actively trading stocks and ETFs, with recent disclosures revealing her purchases in October [2][5] - Greene's trades have garnered increased attention from retail investors, particularly due to the timing of her purchases relative to upcoming earnings reports from major companies [3][5] Stock Purchases - Greene disclosed buying six stocks and one ETF in October, with multiple purchases of some assets [2][3] - The stocks purchased include Adobe, Amazon, Exelon, iShares Bitcoin Trust, Novo Nordisk, Tesla, and UPS, with each stock bought in the range of $1,000 to $15,000 [7] Trading Patterns - Greene has shown a pattern of frequent purchases, with Adobe and UPS being bought in six and seven of the ten months of 2025, respectively [4] - Tesla stock has been purchased in five of the ten months of the year, indicating a consistent interest in these companies [4] Market Context - Greene's trades are occurring in a context where several members of Congress are also investing in Bitcoin ETFs, particularly following President Trump's pro-Bitcoin announcements [6]

Core Insights - Marjorie Taylor Greene purchased Exelon Corp shares valued between $1,001 and $15,000, indicating confidence in the company's performance [1] - Exelon operates through its subsidiary ComEd, recognized for its innovative technology and customer programs, enhancing grid reliability and electric vehicle accessibility [1][2] Financial Performance - Exelon has a strong track record of surpassing earnings estimates, with an average earnings surprise of 6.82% over the last two quarters [3] - In the most recent quarter, Exelon reported earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, resulting in a 5.41% surprise [3] - Since the beginning of the year, Exelon's stock price has increased by approximately 25.88% [3] Stock and Market Data - Exelon's current stock price is $47.88, reflecting a decrease of 0.76% or $0.37 [4] - The stock has fluctuated between a low of $47.80 and a high of $48.39 today, with the latter being its highest price over the past year [4] - Exelon has a market capitalization of approximately $48.35 billion, with a trading volume of 1,953,941 shares today [4]

Core Insights - The article highlights the collaboration between ComEd and the Electric Power Research Institute (EPRI) to promote sustainable food production and agricultural education through their agriculture pod (ag pod) program [1] - The ag pod program is a clean energy initiative that utilizes energy-efficient technologies to provide fresh produce and educational opportunities to communities in northern Illinois [1] - Ag pods are described as controlled environment agriculture (CEA) farms constructed from custom shipping containers [1]

Group 1 - Exelon Inc. stock is currently trading at $47.78, reflecting a 0.89% increase, with a 10.07% rise over the past month and a 17.98% increase over the past year, indicating optimism among long-term shareholders [1] - The price-to-earnings (P/E) ratio is a critical metric for assessing the company's market performance, comparing current share price to earnings per share (EPS), and is used by long-term investors to gauge performance against historical data and industry averages [5] - Exelon's P/E ratio is lower than the Electric Utilities industry's aggregate P/E of 24.05, suggesting that the stock may be undervalued despite potential concerns about performance relative to peers [6] Group 2 - A lower P/E ratio can indicate undervaluation but may also imply that shareholders do not expect future growth, highlighting the need for a comprehensive analysis that includes other financial metrics and qualitative factors [9]

Core Insights - Exelon (EXC) has consistently beaten earnings estimates, particularly in the last two quarters, with an average surprise of 6.82% [1][4] - The most recent earnings report showed Exelon earning $0.39 per share, surpassing the Zacks Consensus Estimate of $0.37 per share by 5.41% [2] - In the previous quarter, Exelon reported earnings of $0.92 per share against an expectation of $0.85 per share, resulting in an 8.24% surprise [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Exelon, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for an earnings beat [4][7] - The current Earnings ESP for Exelon is +11.75%, suggesting increased analyst optimism regarding its near-term earnings potential [7] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [5] Zacks Rank and Earnings Release - Exelon holds a Zacks Rank of 2 (Buy), which, when combined with its positive Earnings ESP, indicates a strong possibility of another earnings beat [7] - The next earnings report for Exelon is anticipated to be released on November 4, 2025 [7]

Core Insights - The article emphasizes the importance of dividends for income investors, highlighting that dividends can significantly contribute to long-term returns, often exceeding one-third of total returns [2]. Company Overview - Exelon (EXC) is a Chicago-based company in the Utilities sector, with a stock price change of 25.88% since the beginning of the year [3]. - The company currently pays a dividend of $0.40 per share, resulting in a dividend yield of 3.38%, which is higher than the Utility - Electric Power industry's yield of 3.08% and the S&P 500's yield of 1.48% [3]. Dividend Performance - Exelon's annualized dividend is $1.60, reflecting a 5.3% increase from the previous year [4]. - Over the past five years, Exelon has increased its dividend three times, averaging an annual increase of 0.70% [4]. - The company's current payout ratio is 60%, indicating that it pays out 60% of its trailing 12-month earnings per share as dividends [4]. Earnings Outlook - For the fiscal year, Exelon anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 at $2.69 per share, representing a 7.60% increase from the previous year [5]. Investment Considerations - Exelon is positioned as an attractive dividend investment, particularly appealing to income investors, and holds a strong Zacks Rank of 2 (Buy) [6].