Group 1 - Exelon Corporation (NASDAQ:EXC) is recognized as one of the 14 Best Utility Dividend Stocks to Buy Now [1] - Exelon serves over 10.7 million customers through six fully regulated transmission and distribution utilities [2] - Morgan Stanley analyst David Arcaro reduced the price target for Exelon from $53 to $52 while maintaining an 'Equal Weight' rating, citing the utilities sector's underperformance compared to the overall market [3] Group 2 - Exelon reported better-than-expected third-quarter results, surpassing estimates in both profits and revenue, attributed to warmer weather and a mild storm season [4] - The company reaffirmed its operating earnings guidance for FY 2025 at $2.64 to $2.74 per share and targets an annualized operating earnings growth rate of 5% to 7% through 2028 [4]

Company Overview - Dominion Energy, Inc. (NYSE:D) provides regulated electricity service to 3.6 million homes and businesses in Virginia, North Carolina, and South Carolina, and regulated natural gas service to 500,000 customers in South Carolina [2]. Price Target Adjustment - On November 20, Morgan Stanley lowered its price target on Dominion Energy from $66 to $65 while maintaining an 'Equal Weight' rating on its shares, citing the underperformance of the utilities sector compared to the overall market in October [3]. Acquisition Talks - Dominion Energy is in discussions to acquire the Northern Virginia Electric Cooperative, which would enable the company to serve the growing cluster of data centers in Northern Virginia. A decision on the deal has not yet been made [4]. Demand for Data Centers - In its Q3 earnings call, Dominion Energy reported a rising demand for data centers, currently contracting to provide 47 GW of capacity, which is a 17% increase from approximately 40 GW as of December 2024 [5].