Exelon Co.

Exelon announces several leadership changes: Mike Innocenzo will leave the company in 2027 after almost 40 years. Jeanne Jones will move into the role of Executive Vice President of Finance and Strategy on October 5, while Robert Kleczynski is appointed the new Chief Financial Officer. Josh Levin will become Senior Vice President of Finance at Exelon on January 1, 2027, and Andrew Plenge will simultaneously take the CFO position at ComEd. » More on de.investing.com

The Exelon Foundation’s 2c2i program provides seed investments (up to $300,000) plus access to Exelon’s utilities to accelerate climate and clean‑energy startups. Since 2019 the $20 million initiative has backed 30+ companies that have raised more than $555 million in follow‑on capital, generated $548 million in revenue, created 3,558 jobs and avoided or removed over 1.2 million metric tons of CO2. Recent portfolio additions include Buckstop, which uses AI to value recoverable metals in retired EV chargers and solar panels, and Public Grid, which enrolls renters in energy‑saving programs. The foundation’s strategy emphasizes catalytic capital and utility partnerships rather than large direct venture bets, with measurable early commercial and environmental impacts. » More on forbes.com

TD Cowen cut its Exelon price target from $51 to $49 but kept a Hold rating, noting the new target still implies about 13% upside. The adjustment follows updated utilities models after Q1 earnings, where Exelon beat estimates and reaffirmed FY2026 operating earnings guidance of $2.81–$2.91 per share. Exelon is targeting 5–7% annualized earnings growth through 2029, plans $41.7 billion in capex over four years and expects rate base growth of 7.9%, while TD Cowen warns against utilities over-promising on future growth. » More on finance.yahoo.com

Exelon reported Q1 2026 EPS of $0.91, beating the analysts' estimate of $0.87; revenue was $7.24 billion. The company confirmed its full-year guidance for EPS of $2.81–$2.91 and plans $41.7 billion of investments over four years, including about $10 billion of capital investments for 2026. Despite strong operational metrics, the stock fell 3.83% after hours, reflecting investor concerns about growth prospects and the financing structure. » More on de.investing.com

Exelon reported adjusted EPS of $0.91 and revenue of $7.24 billion for Q1 2026, both above analyst expectations, and reaffirmed its full-year guidance of $2.81–$2.91 per share. The four-year investment plan for 2026–2029 was increased to $41.7 billion, with transmission network investments rising by $1.5 billion to now account for 39% of spending, while distribution network investments fall by $1.1 billion. Exelon sees strong demand for transmission capacity from data centers (commitment of ~18 GW) and has identified additional projects worth $12–$17 billion; at the same time, balance-sheet strength is maintained thanks to financing already secured and stable credit ratings. » More on de.investing.com