Core Insights - The Federal Energy Regulatory Commission (FERC) is reviewing a transmission service agreement between PECO Energy and Amazon Data Services, amid concerns about the impact of data centers on electricity costs for consumers [3][6] - The agreement includes provisions to protect utility customers from potential costs associated with the construction of a new data center in Falls Township, Pennsylvania [4][5] - The outcome of FERC's review could have significant regulatory implications for large load customers across the U.S. and may influence the Trump administration's objectives in the AI sector [5] Company and Industry Summary - PECO Energy has requested FERC's approval for a transmission service agreement that details how Amazon will cover costs for necessary grid upgrades to support the new data center [3] - The agreement includes various protections, such as obligations for customer facility readiness and shortfall payments if the data center's usage does not meet revenue commitments [5] - Monitoring Analytics, PJM's market monitor, has raised concerns that the agreement does not adequately address how the new data center could affect energy and capacity costs for retail customers, estimating that existing and planned data centers contributed $16.6 billion of the $30.8 billion in revenue from PJM's last two capacity auctions [6]

Core Viewpoint - Exelon Corporation is a significant player in the utility sector, focusing on energy distribution and transmission, with a strong emphasis on service delivery and innovation [1][2]. Company Overview - Exelon is headquartered in Chicago, Illinois, and operates in delivering electricity and natural gas to millions of customers while managing regulated utility subsidiaries [1]. - The company has a market capitalization of $47.32 billion, highlighting its substantial presence in the market [2]. Financial Performance - Exelon is set to report its third-quarter results on November 4, with analysts expecting a profit decline of 1.4% year-over-year (YOY) to $0.70 per diluted share, but a projected annual profit growth of 7.6% to $2.69 per diluted share for the current fiscal year [3]. - The company has a history of exceeding consensus estimates, having topped them in each of the trailing four quarters [4]. Stock Performance - Exelon's stock has outperformed the broader market over the past year, gaining 17.9% over the last 52 weeks and 24.5% year-to-date (YTD), compared to the S&P 500 Index's gains of 14.4% and 13.1% respectively [5]. - The company has also outperformed its sector, with the Utilities Select Sector SPDR Fund (XLU) increasing by 14.7% over the past 52 weeks and 20.1% YTD [6]. Recent Results and Guidance - On July 31, Exelon reported mixed second-quarter results, with operating revenues increasing by 1.2% YOY to $5.43 billion, below the expected $5.53 billion, but adjusted EPS of $0.39 exceeded the expected $0.37 [7]. - The company reaffirmed its full-year 2025 adjusted operating earnings guidance in the range of $2.64 to $2.74 per share, with an expected operating EPS compounded annual growth of 5% to 7% from 2024 to 2028 [8].

Core Points - Exelon celebrated its 25th anniversary by ringing the opening bell at the Nasdaq MarketSite in Times Square [1] - The event highlighted Exelon's commitment to providing affordable and reliable energy to customers [1] - The company emphasized its investments in communities and support for an inclusive, mission-driven workforce [1] Company Overview - Exelon is recognized as one of the largest utility companies in the United States [1] - The anniversary event was attended by Exelon President and CEO Calvin Butler along with several long-serving employees [1]

Core Viewpoint - The article compares Exelon (EXC) and OGE Energy (OGE) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - Exelon has a Zacks Rank of 2 (Buy), while OGE Energy has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes companies with positive earnings estimate revisions, indicating that EXC's earnings outlook is improving more significantly than OGE's [3] Group 2: Valuation Metrics - EXC has a forward P/E ratio of 17.36, compared to OGE's forward P/E of 19.89 [5] - The PEG ratio for EXC is 2.74, while OGE's PEG ratio is 3.15, suggesting EXC may be undervalued relative to its expected earnings growth [5] - EXC's P/B ratio is 1.71, whereas OGE's P/B ratio is 1.97, further indicating EXC's relative valuation advantage [6] Group 3: Value Grades - EXC has a Value grade of B, while OGE has a Value grade of C, highlighting EXC's stronger position in terms of value metrics [6]

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 ...