Exelon Appoints New Executive to Lead Customer Strategy in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
- Executive Appointment: Exelon announced that Tim Peterson will join as Executive Vice President and Chief Customer and Technology Officer in February 2026, leading an integrated organization that aligns information technology with customer strategy for over 10.7 million utility customers, aiming to enhance service quality and strengthen competitive positioning.
- Transmission Security Agreements: Exelon's ComEd unit has introduced long-term Transmission Security Agreements and a new multi-year grid plan designed to shield existing customers from large-load transmission costs while supporting Illinois' clean energy and reliability goals, which is expected to improve customer electricity experiences.
- Investment Narrative Reshaping: ComEd's new grid plan links required grid investments with projected bill impacts and targeted assistance for vulnerable customers, potentially influencing the regulatory returns on Exelon's planned grid modernization, highlighting the critical role of regulatory decisions in shaping future earnings.
- Financial Outlook: Exelon projects $26.2 billion in revenue and $3.2 billion in earnings by 2028, with an analysis indicating a fair value of $49.35, representing a 10% upside to its current price, reflecting the company's growth potential amid improving regulatory conditions.
Analyst Views on EXC
Wall Street analysts forecast EXC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EXC is 49.46 USD with a low forecast of 39.00 USD and a high forecast of 57.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
7 Buy
6 Hold
2 Sell
Moderate Buy
Current: 44.150
Low
39.00
Averages
49.46
High
57.00
Current: 44.150
Low
39.00
Averages
49.46
High
57.00
About EXC
Exelon Corporation is a utility services holding company engaged in the energy transmission and distribution businesses through its subsidiaries, Commonwealth Edison Company (ComEd), PECO Energy Company (PECO), Baltimore Gas and Electric Company (BGE), Potomac Electric Power Company (Pepco), Delmarva Power & Light Company (DPL) and Atlantic City Electric Company (ACE). Its segments include ComEd, PECO, BGE, Pepco, DPL and ACE. ComEd segment is engaged in purchasing and regulating the retail sale of electricity. PECO segment is engaged in purchasing and regulating the retail sale of electricity and natural gas. Through its business services subsidiary, Exelon Business Services Company, LLC (BSC), it provides its subsidiaries with a variety of support services at cost, including legal, human resources, finance, information technology and supply management services. BGE segment is focused on transmission and distribution of electricity and distribution of natural gas to retail customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
