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An announcement from Exelon ( (EXC) ) is now available.
Exelon on Feb. 12, 2026 reported fourth-quarter and full-year 2025 results showing GAAP net income of $0.58 per share and adjusted operating earnings of $0.59 per share for the quarter, yielding full-year GAAP earnings of $2.73 and adjusted earnings of $2.77 per share, up from 2024 despite a modest year-on-year dip in quarterly profit. The company cited higher regulated utility earnings driven by distribution and transmission rate increases, favorable weather at PECO and elevated capital investment, partly offset by higher taxes, interest, depreciation and holding-company costs, including contributions to its Customer Relief Fund.
Management highlighted a $41.3 billion four-year capital expenditure plan expected to deliver 7.9% rate base growth and place operating EPS growth near the top of its 5%–7% target range through 2029, supported by an updated financing strategy that contemplates $3.4 billion of equity issuance over four years. Exelon also initiated 2026 adjusted earnings guidance of $2.81–$2.91 per share and noted that all its utilities achieved first-quartile reliability performance on industry outage metrics, reinforcing its grid-modernization narrative and signaling continued balance between shareholder returns, infrastructure spending and customer affordability.
The most recent analyst rating on (EXC) stock is a Buy with a $55.00 price target. To see the full list of analyst forecasts on Exelon stock, see the EXC Stock Forecast page.
Spark’s Take on EXC Stock
According to Spark, TipRanks’ AI Analyst, EXC is a Neutral.
Exelon’s strong earnings call performance and financial stability are key strengths, supported by robust operational metrics. However, technical indicators and high leverage pose risks. The stock’s valuation is moderate, with a reasonable P/E ratio and dividend yield.
To see Spark’s full report on EXC stock, click here.
More about Exelon
Exelon Corporation is a regulated electric and natural gas utility holding company whose four main business units—ComEd, PECO, BGE and PHI—provide electricity transmission and distribution, and in some territories retail gas distribution, across Illinois, Pennsylvania, Maryland, Delaware, New Jersey and the District of Columbia. The company focuses on grid reliability, large-scale capital investment in energy infrastructure and maintaining customer bills below the national average while emphasizing affordability and service quality.
Through revenue-decoupled rate structures and multi-year regulatory plans, Exelon targets steady rate base expansion and earnings growth, funding its capital program with a mix of debt and equity to support long-term modernization of its networks. Operational metrics such as top-tier outage duration and frequency performance, along with initiatives like its Customer Relief Fund, underpin its positioning as a customer-centric utility in competitive regulatory jurisdictions.
Average Trading Volume: 7,503,727
Technical Sentiment Signal: Strong Buy
Current Market Cap: $45.1B
For an in-depth examination of EXC stock, go to TipRanks’ Overview page.