Exelon Corp.
EXC - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$47.98B
Close$
Earnings Call Q3 2026
October 30, 2026 - AI Summary
Earnings/forecast: solid execution; guidance narrowed and reaffirmed growth
- Q3 2026 adjusted operating earnings: $0.87/share, up from $0.86/share (modest +$0.01).
- Primary drivers of Q3 change: small positive contributions from approved distribution & transmission rates (net of depreciation) and other items, partially offset by storm activity and higher interest/tax.
- Full-year outlook (narrowed): $2.85–$2.91/share (with goal of delivering at midpoint or better).
- Medium-term earnings growth expectation: annualized adjusted operating earnings growth near the top end of 5%–7% for 2025–2029 (reiterated).
Reliability & storm performance (good and investor-relevant)
- Reliability benchmarking: Exelon utilities rank #1, #2, #5, #6 for electric reliability among U.S. utility peers.
- Storm season resilience: YTD responded to ~31 significant weather events, including 3 major storms in ComEd affecting >400,000 customers each plus 57 confirmed tornadoes and 2 derechos.
- Impact avoided: grid investment helped prevent an estimated 6.6M customer outages; service restored to 94% of customers in <48 hours.
- Affordability maintained: customer rates ~19% below rates in largest U.S. cities; bills as % of median income ~20% below national average (despite PJM supply cost pressures outside Exelon control).
Capital plan and rate base growth (the core “how growth happens”)
- 2026 investment plan: $41.7B, diversified and “defensive” (no single project > 3% of total).
- Expected to drive ~7.9% rate base growth, supported by ~16% growth in transmission.
- Incremental upside pipeline beyond current plan: $12B–$17B additional transmission and $3B–$7B potential regulated storage (opportunities described as incremental and to be added only when approvals/cost recovery are secured).
- Execution discipline theme: management emphasized investments only when “need is clear” and recovery path is in place (not dependent on speculative upside).
Exclusive for Stockcircle Pro members
Sign up
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
Share Statistics
| Market cap | $47.98 Billion |
|---|---|
| Enterprise Value | $99.61 Billion |
| Annual dividend | $1.66 |
| Dividend yield | 3.60% |
| Earnings per Share | $2.74 |
| Beta | 0.4 |
| Outstanding Shares | 1,035,000,000 |
Return
| Return on Equity | 8.88% |
|---|---|
| Return on Assets | 2.19% |
| Return on Invested Capital | 3.55% |
Valuation & Multiples
| P/E Ratio | 17.96 |
|---|---|
| PEG | -107.64 |
| Price to Sales | 1.85 |
| Price to Book Ratio | 1.65 |
| Enterprise Value to Revenue | 3.84 |
| Enterprise Value to EBIT | 25.15 |
| Enterprise Value to Net Income | 37 |
| Total Debt to Enterprise | 0.53 |
| Debt to Equity | 1.78 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$0.80
Consensus analyst estimateRevenue Estimate
$6.81 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 11, 2027
EPS Estimate
$0.73
Consensus analyst estimateRevenue Estimate
$5.36 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 64.05% |
|---|---|
| Total Calls | 21▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.07%▼ 89.15% |
|---|---|
| Total Invested | $1.69B▼ 96.21% |
| Investors Holding | 453▼ 876.00% |
About Exelon Corp.
20,571 employees
CEO: Christopher Crane
Exelon Corp. is a utility services holding company, which engages in energy distribution and transmission businesses. It operates through the following segments: Commonwealth Edison Company (ComEd), PECO Energy Company (PECO), Baltimore ...