What to Expect From Xcel Energy's Q4 2025 Earnings Report

Company Overview - Xcel Energy Inc. has a market cap of $43.9 billion and operates in the generation, purchasing, transmission, distribution, and sale of electricity and natural gas across eight states, utilizing a mix of renewable and traditional energy sources [1] Financial Performance - Analysts expect Xcel Energy to report an adjusted EPS of $0.97 for fiscal Q4 2025, representing a 19.8% increase from $0.81 in the same quarter last year [2] - For fiscal 2025, the projected adjusted EPS is $3.81, an 8.9% rise from $3.50 in fiscal 2024 [3] - Despite reporting weaker-than-expected Q3 2025 adjusted EPS of $1.24 and revenue of $3.92 billion, shares rose by 2.4% on October 30 [5] Stock Performance - XEL stock has increased by 11.9% over the past 52 weeks, which is below the S&P 500 Index's gain of 17.7%, but matches the return of the State Street Utilities Select Sector SPDR ETF [4] Investment Strategy - The company has increased its five-year capital investment plan to $60 billion to address rising power demand and enhance transmission and distribution systems, while maintaining an EPS growth target of 6% to 8% [5] Analyst Ratings - The consensus rating for XEL stock is "Strong Buy," with 14 out of 18 analysts recommending "Strong Buy," one "Moderate Buy," and three "Holds." The average price target is $88.29, indicating a potential upside of 18.9% from current levels [6]