Exelon Sees FY26 Adjusted EPS $2.81-$2.91
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
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Should l Buy EXC?
Exelon sees FY26 adjusted EPS $2.81-$2.91, consensus $2.83
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Analyst Views on EXC
Wall Street analysts forecast EXC stock price to rise
15 Analyst Rating
7 Buy
6 Hold
2 Sell
Moderate Buy
Current: 47.240
Low
39.00
Averages
49.46
High
57.00
Current: 47.240
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.
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- Regional Impact: The transmission line will provide increased power capacity for West Virginia, Pennsylvania, and the Mid-Atlantic region to meet rising demand while facilitating new energy generation connections to the grid, thereby strengthening regional power infrastructure.
- Economic Benefits: According to Matt Valle, president of NextEra Energy Transmission, the project will deliver long-term safe, reliable, and affordable power for local residents and the economy, indicating a positive impact on local economic development.
- Future Outlook: Although financial details were not disclosed, the implementation of this project will lay the groundwork for future electricity demand growth, further driving the electrification of the power market and aligning with strategic goals for renewable energy development.
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- Addressing Power Demand: This project will add critically needed capacity to the grid to meet rising electricity demand and ensure that new generation can connect, thereby providing affordable electricity supply for families and small businesses.
- Economic Development Boost: The transmission line is expected to attract industrial investment and foster economic development, creating good-paying jobs during construction and further stimulating local economic growth.
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See More
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- Project Approval: NextEra Energy and Exelon announced that their proposed 220-mile, 765 kV transmission line project has been approved by the PJM board, marking a significant step forward in the Mid-Atlantic region and expected to enhance electric reliability and affordability.
- Regional Impact: The transmission line will provide increased power capacity for West Virginia, Pennsylvania, and the Mid-Atlantic region to meet rising demand while facilitating new energy generation connections to the grid, thereby strengthening regional power infrastructure.
- Economic Benefits: According to Matt Valle, president of NextEra Energy Transmission, the project will deliver long-term safe, reliable, and affordable power for local residents and the economy, indicating a positive impact on local economic development.
- Future Outlook: Although financial details were not disclosed, the implementation of this project will lay the groundwork for future electricity demand growth, further driving the electrification of the power market and aligning with strategic goals for renewable energy development.
See More
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- Cost Internalization for Data Centers: White House trade advisor Peter Navarro stated that data center builders must absorb costs related to electricity and water usage, highlighting the government's concern over economic pressures that could impact companies like Meta.
- Rising Electricity Prices: With electricity prices spiking 6.9% year-over-year in 2025, public anxiety about the economy is increasing, as Navarro attempts to blame former President Biden, indicating the current administration's challenges in addressing inflation.
- Policy Response Measures: The Trump administration has signed a pact with several states urging major tech companies to finance $15 billion for new power plants to alleviate the strain data centers place on the grid, demonstrating proactive government intervention in energy policy.
- Election Outlook Impact: As the November 2026 midterms approach, polls show Democrats leading by 5.2 points, reflecting voter concerns over economic issues that could affect Trump's and the Republican Party's electoral prospects.
See More
Nasdaq Index Declines for Fifth Consecutive Week
- Top Gainer: Datadog, Inc. (DDOG) surged 12.10% this week, primarily driven by strong earnings results, indicating its sustained growth potential in the cloud monitoring market, which may attract more investor interest.
- Telecom Sector Performance: T-Mobile US, Inc. (TMUS) rose 11.20%, reflecting market optimism regarding its user growth and revenue outlook, further solidifying its position in the competitive telecom landscape.
- Energy Stock Recovery: Constellation Energy Corporation (CEG) increased by 10.33%, benefiting from ongoing market interest in renewable energy investments, showcasing its strategic advantage in the green energy transition.
- Top Loser: Cognizant Technology Solutions Corporation (CTSH) fell 13.66% this week, reflecting market disappointment with its performance, which may lead investors to reassess its future growth prospects.
See More
NextEra and Exelon Approved for 765 kV Transmission Line
- Project Approval: NextEra Energy Transmission and Exelon Corporation's 765 kV transmission line project, spanning approximately 220 miles, has been approved by the PJM Board, aimed at enhancing electric reliability and affordability in West Virginia, Pennsylvania, and the Mid-Atlantic region.
- Addressing Power Demand: This project will add critically needed capacity to the grid to meet rising electricity demand and ensure that new generation can connect, thereby providing affordable electricity supply for families and small businesses.
- Economic Development Boost: The transmission line is expected to attract industrial investment and foster economic development, creating good-paying jobs during construction and further stimulating local economic growth.
- Community Engagement Commitment: NextEra and Exelon are dedicated to maintaining transparent and meaningful engagement with community members throughout the project process, planning open houses later this year to minimize impacts on landowners and the broader community.
See More
U.S. Stocks Plunge as Tech Sector Weighs Down Market
- Tech Sector Retreat: U.S. stocks experienced a significant decline on Thursday, with the S&P 500 down 1.57%, the Dow Jones down 1.34%, and the Nasdaq 100 down 2.04%, primarily driven by a sell-off in the Magnificent Seven tech stocks, indicating concerns over the profitability outlook in the tech sector.
- Cisco Systems Warning: Cisco Systems saw its stock plummet over 12% after forecasting that rising memory chip prices would erode profitability, raising investor concerns about future performance and potentially diminishing market confidence.
- Weak Economic Data: Initial jobless claims in the U.S. fell by 5,000 to 227,000, below the expected 223,000, while January existing home sales dropped 8.4% month-over-month to 3.91 million, marking a 16-month low, which reflects signs of economic slowdown that could impact market sentiment.
- Positive Earnings Season: Despite the overall market downturn, over 76% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings projected to grow by 8.4%, indicating strong corporate profitability that may provide support for the market.
See More
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- Earnings Beat: Exelon surged 7% in Thursday's trading, becoming one of the biggest gainers on the S&P 500, driven by Q4 adjusted earnings of $0.59 per share, which, while below last year's $0.64, exceeded market expectations.
- PECO Unit Decline: The company's PECO unit, Pennsylvania's largest electric and natural gas utility, reported a 17% year-over-year decline in earnings to $162 million, primarily due to rising taxes and costs, highlighting challenges in cost management.
- Stable Future Guidance: Exelon issued in-line guidance for FY 2026 adjusted EPS of $2.81-$2.91, closely aligning with the FactSet analyst consensus of $2.83, indicating confidence in future performance.
- Increased Capital Spending: The company projected $41.3 billion in capital spending over the next four years, up from $38 billion previously, with a 7.9% rate base growth expected, positioning Exelon to achieve annualized earnings growth near the upper end of its 5%-7% guidance range through 2029.
See More
