US · Utilities · Utilities - Regulated Electric
EPS came in at 1.52 against a street estimate of 1.39 — a beat of 9.4%.
Analysts rate Xcel Energy Inc a strong buy (18 buy, 2 hold, 0 sell out of 20) with an average price target of $89.82.
CONFIDENT XEL beat Q2 EPS at $0.93 vs $0.79 street estimate. Reaffirmed 2026 guidance $4.04–$4.16. Secured $6B SPS generation RFP; now has $10B+ incremental capex visibility. Data center pipeline remains on track. Q2 2026 All 8 states executing regulatory strategy; no major headwinds disclosed. Election cycle does not materially impact business outlook. Analysts pressed on rate base growth acceleration, generation RFP durability, and large load tariff acceptance. Management emphasized timing (renewables 2030 for tax credits, data center ramp into 2030s), strategic EPC partnerships driving execution, and constructive regulatory outcomes protecting existing customers. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.49% |
| Vanguard Capital Management, LLC | 6.35% |
| State Street Corp | 6.06% |
| Vanguard Portfolio Management, LLC | 5.55% |
| Bank of America Corp | 4.66% |
| Capital Research Global Investors | 4.57% |
| JPMorgan Chase & Co | 3.39% |
| Amvescap Plc. | 3.33% |
| Document | Date |
|---|---|
| Current report · Q4 2026 HEADLINE NUMBERS • Xcel Energy issued $2,500,000,000 of 2.625% Convertible Senior Notes due 2027 on November 5, 2026. • The notes mature on December | 2026-11-05 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Xcel Energy priced an offering of $2,200,000,000 in aggregate principal amount of 2.625% Convertible Senior Notes due 2027. • The | 2026-11-03 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Xcel Energy announced a proposed private offering of $2,000,000,000 in aggregate principal amount of convertible senior notes due | 2026-11-02 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Xcel Energy may issue and sell up to $6,000,000,000 of common stock under a new equity distribution agreement dated October 30, 20 | 2026-10-30 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $4,172 million, up from $3,915 million in the third quarter of 2025. • Third-quarter net | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 diluted GAAP and ongoing EPS were $1.52, versus GAAP EPS of $0.88 and ongoing EPS of $1.24 in the third quarter | 2026-10-29 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Xcel Energy subsidiary Northern States Power Company–Minnesota (NSP-Minnesota) filed a proposed Electric Customer Rate Stability P | 2026-10-09 |
| Company announcement · Q3 2026 XCEL ENERGY INC. – FORM 8-K SUMMARY (AUGUST 19, 2026) HEADLINE NUMBERS • Colorado electric rate increase approved: $157 million revenue increase (4. | 2026-08-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.59 / share ex-date Sep 15, 2026 · pay Oct 20, 2026 | 2026-09-15 |
| Dividend | $0.59 / share ex-date Jun 15, 2026 · pay Jul 20, 2026 | 2026-06-15 |
| Dividend | $0.59 / share ex-date Mar 13, 2026 · pay Apr 20, 2026 | 2026-03-13 |
| Dividend | $0.57 / share ex-date Dec 29, 2025 · pay Jan 20, 2026 | 2025-12-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Xcel Energy Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.