Exelon Corporation (EXC) and Eversource Energy (ES) are compared as both utilities invest heavily in grid infrastructure to meet rising electricity demand from data centers and industrial reshoring. Exelon is identified as the preferred pick due to stronger earnings growth projections (6.39% long-term), a larger capital investment plan ($41.7 billion through 2029), better debt position, and superior recent price performance. Eversource offers a higher dividend yield (4.83% vs. 4.05%) but faces headwinds with lower earnings growth and higher debt-to-capital ratio.

FirstEnergy Corp. announced a $36 billion investment plan through 2030, including over $19 billion for transmission infrastructure, targeting 10% annual rate-base growth. The company benefits from rising electricity demand driven by data centers and contracted pipeline demand reaching 24.8 GW. FirstEnergy expects Core Earnings growth near the upper end of its 6-8% annual target, supported by its extensive T&D network serving over 6 million customers across six states.

Eversource and Dartmouth Engineering have been selected by the U.S. Department of Energy for the SPARK program to develop the DREAM initiative, which uses dynamic line rating technology to increase transmission capacity across 4,000 miles of grid in Connecticut, Massachusetts, and New Hampshire. The project could unlock additional transfer capability, potentially delaying new transmission construction while reducing costs for customers. Pending successful negotiations, the award could represent approximately $47.7 million in funding, with implementation expected to begin in 2027.

PPL Corporation is executing a robust financing strategy to support $23 billion in capital investments through 2029, targeting 10.3% average annual rate-base growth. The company completed $2.3 billion in capital spending in H1 2026 and issued $2.05 billion in long-term debt while maintaining a debt-to-capital ratio of 57.46%, below industry average. PPL forecasts 6-8% annual EPS growth through 2029 with sufficient financial flexibility despite recent rate increases.

Eversource Energy has been recognized by TIME as one of America's Best Companies for 2026, based on employee satisfaction, financial performance, and sustainability transparency. The energy company, which serves over 4 million customers across Connecticut, Massachusetts, and New Hampshire, continues to receive national recognition for its commitment to operational excellence and corporate responsibility.

US stocks advanced on December 22 with falling volatility supporting risk appetite. The S&P 500 gained 0.43%, Nasdaq rose 0.46%, and Russell 2000 led with +1.08%. AI stocks drove gains with NVIDIA up on China H200 chip shipment plans. Energy rallied on Venezuela tanker seizures, while gold and silver hit record highs on rate-cut expectations. Bitcoin approached $90,000 amid broader hard-asset accumulation.

The article highlights three dividend-paying stocks with strong recent earnings: Waste Management, Eversource Energy, and Johnson & Johnson, demonstrating their potential for consistent dividend payouts and financial stability.

Orion Energy Systems reported Q1 2026 revenue of $19.6M, with a gross margin of 30.1% and positive adjusted EBITDA of $0.2M. The company maintained its fiscal year revenue growth outlook of approximately 5% and expects to approach or achieve positive adjusted EBITDA for the full year.

Eversource Energy sells its Aquarion Water Company subsidiary for $2.4 billion, allowing the company to focus on its core electric and natural gas operations and strengthen its balance sheet.

The article discusses three utility companies - Black Hills, NextEra Energy, and Eversource Energy - each with a different investment appeal. Black Hills is a Dividend King with a high yield, NextEra Energy is a dividend growth machine, and Eversource Energy has a historically high yield but faces some challenges.

Enphase Energy is expanding its support for grid services programs, or virtual power plants, in New Hampshire, North Carolina, and California, powered by its new IQ® Battery 5P. These programs allow utilities to use energy stored in home batteries to help power communities during peak demand, providing incentives to homeowners.

Nanterre, le 20 juin 2024