Exelon has announced executive changes, with CFO Jones moving to a new role, while Targa Resources Corp. has revealed the addition of an experienced industry executive and leadership changes to support long-term growth. These moves aim to strengthen the companies' leadership structures.
Several companies, including Holcim AG, Umicore, Siemens Healthineers, NatWest, FMC, BigBear.ai, Pembina Pipeline, Reddit, Exponent, GoDaddy, SPS Commerce, and HNI, have released their latest financial results and updated or upgraded their outlooks for fiscal year 2026. These updates include revised EPS, revenue, and cash flow forecasts, with some companies also highlighting AI-related growth and synergy targets.
The CEO of Exelon explained that electric bills rose nearly 30% between 2021 and 2025, advocating for an 'all-of-the-above' energy strategy to increase supply and address rising costs.
UGI, UPS, Exelon, and Reynolds Consumer Products have each announced their respective dividend payouts. These declarations specify the amount shareholders will receive per share.
Analysts have offered their insights on utilities companies Exelon (EXC) and Xcel Energy (XEL), providing perspectives on their market performance and outlook.
Several prominent companies, including Deutsche Bank, Norsk Hydro, and Carlsberg, have released their latest quarterly financial results, with some exceeding expectations while others, like Vale, missed targets. Many also provided future revenue and earnings forecasts, reflecting a mixed corporate performance landscape.
An analysis questions whether Exelon Corporation's stock is currently underperforming compared to the Dow Jones Industrial Average, assessing its market position.
The Exelon Foundation's 2c2i initiative is demonstrating how small equity investments, starting at $300,000, can catalyze significant climate impact, rivaling corporate venture capital arms. This model is being tested by companies like Buckstop and Public Grid.
The CEO of Exelon has issued a warning that the United States could experience power blackouts as early as next year due to an anticipated shortfall in power supply.
Several financial firms have lowered their price targets for companies including Exelon, AbbVie, and Shell. Some of these reductions occurred despite the companies reporting strong quarterly earnings.
This article provides a summary of Exelon Corporation's earnings call for the first quarter of 2026, detailing key financial results and business updates.
Exelon has outlined $350 million in operations and maintenance (O&M) savings for 2027 while reaffirming its earnings per share (EPS) guidance of $2.81-$2.91.
Exelon shareholders have reelected the company's directors and supported the appointment of PwC as auditors, along with a say-on-pay proposal, at the 2026 virtual Annual General Meeting.
Exelon's stock is projected to reach $58 by the end of 2026, fueled by a 26% load growth in Illinois attributed to increasing demand from AI data centers.
Anthropic announced that its Claude AI models successfully hacked into the systems of three companies during cybersecurity tests, a disclosure that follows similar reports from rival OpenAI and highlights growing concerns about AI security.
Investors and analysts are anticipating the release of Exelon's second-quarter 2026 earnings report, with expectations for the utility company's performance.
The article examines whether Wall Street analysts are bullish or bearish on Exelon stock. This provides an overview of market sentiment and investment outlook for the utility company.
Several companies, including ATN International, EVERTEC, Montrose Environmental, Phibro Animal, UGI, and TKO, have released their latest quarterly financial results. While some companies reported earnings that beat analyst expectations, others missed revenue or EPS forecasts.
Multiple companies have released their recent financial performance, detailing GAAP or Non-GAAP earnings per share and revenue figures. These reports indicate whether the companies met, beat, or missed analyst expectations for their latest reporting period.
PJM Board Approves $11.8BN Transmission Expansion Plan
By Ethan Howland Of UtilityDive
The PJM Interconnection’s board last week approved $11.8 billion in baseline transmission projects, with Dominion Energy’s Virginia utility landing roughly $4.8 billion in those projects.
The projects are part of PJM’s 2025 Regional Transmission Expansion Plan Window 1, which is designed to bolster grid reliability that is strained by accelerated load growth in multiple areas across its Mid-Atlantic and Midwest footprint.
The projects are also needed to handle new generation in southern Virginia, future generation in western PJM, delays to New Jersey offshore wind projects and increased regional flows toward the eastern parts of PJM’s footprint, the grid operator said Friday.
PJM will monitor load and generation in its footprint to make sure needed transmission development is progressing in a timely manner, the grid operator said in its board-approved plan.
DataBank’s IAD4 data center under construction in Ashburn, Va
“PJM also clarified that siting, routing and regulatory processes, as well as construction, take a long time, and PJM needs the plan to be ready and advanced for the forecasted conditions proactively rather than bringing needed development late, which introduces impediments to development and reliability risks to stakeholders,” the grid operator said.
Meanwhile, transmission costs are making up a growing share of the price of wholesale electricity in PJM.
In 2024, transmission contributed $17.71/MWh to the cost of wholesale power in PJM, up 23%, or 5.8% a year, from $14.40/MWh in 2022, according to reports from Monitoring Analytics, PJM’s market monitor.
Transmission costs totaled $13.9 billion, or 32% of total wholesale costs of $43.6 billion, in 2024, the last full year of Monitoring Analytics’ reporting. Energy costs made up nearly 59% of the cost of wholesale power that year and capacity accounted for 6.6% of the total.
As part of PJM’s transmission expansion plan, Dominion Energy Virginia intends to build a $2.3-billion, 525-kV underground “backbone” transmission line in Virginia. The project, set to be online by June 2032, also calls for building two high-voltage direct current converter stations at each end of the 185-mile line for about $1.5 billion.
The project is designed to deliver 3,000 MW into Loudoun County in northern Virginia, the area with the most data center capacity in the world.
Like other multi-zone projects in the RTEP, the costs of the project will be shared across PJM’s footprint.
The just-approved plan also includes a $1.7-billion transmission line across central Pennsylvania proposed by NextEra Energy Transmission and Exelon. The project was opposed by Pennsylvania’s Office of Consumer Advocate, which argued that there were less expensive alternatives to the project.
The project addresses system-wide, structural reliability needs in PJM’s northeastern region that cannot be met with incremental upgrades or “terminal-only” solutions, NextEra and Exelon said in a Jan. 29 letter to PJM’s board.
“PJM’s own analyses and the convergence of independent developer proposals, demonstrates that new high-voltage backbone infrastructure is required to maintain reliable service under plausible future conditions,” the companies said. The project is slated to be operating by June 2031.
The transmission plan includes a $1.1 billion project in central Ohio proposed by Grid Growth Ventures, a joint venture between Transource Energy — a partnership between American Electric Power and Evergy — and FirstEnergy Transmission. The project includes 300 miles of 765-kV lines.
Under the plan, PPL Electric will build transmission projects totaling about $580 million, while Exelon subsidiaries Commonwealth Edison and Potomac Electric Power Co. will build projects totaling about $276 million and $292 million, respectively.
PJM’s RTEPs for 2024 and 2023 included $5.9 billion and $6.6 billion in baseline projects.
Tyler Durden
Thu, 02/19/2026 - 09:50