Exelon — Feb 12, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001109357-26-000014
Showing in the filing
Quarterly dividend
“$0.42 per share”
Period
Q1 FY2026
Measure
Declared action
Source
Prose
All guidance in this release · 10
Capital expenditures
“$41.3 billion”
Operating EPS compounded annual growth for the long term
“near the top end of 5-7%”
Equity to fund capital expenditures
“$3.4 billion”
Equity to fund capital expenditures under 4-… for the long term
“$3.4 billion”
Equity share of incremental capital funding … for the long term
“approximately 40% equity”
Annualized equity needs
“$850 million”
Percentage of 2026 equity needs priced under… for FY2026
“82%”
Rate base growth
“7.9%”
Adjusted (non-GAAP) operating earnings for FY2026
“$2.81-$2.91 per share”
Quarterly dividend for Q1 FY2026
“$0.42 per share”
Exhibit 99.1 · the passage around this item
… earlier in the release
There are no adjustments between 2026 projected GAAP earnings and Adjusted (non-GAAP) operating earnings currently. Recent Developments and Fourth Quarter Highlights • Dividend: On February 12, 2026, Exelon's Board of Directors declared a regular quarterly dividend of $0.42 per share on Exelon's common stock. The dividend is payable on March 13, 2026, to Exelon shareholders of record as of the close of business on March 2, 2026. • Rate Case Developments: ◦ ComEd Multi-Year Rate Plan Reconciliation: On December 18, 2025, the Illinois Commerce Commission (ICC) issued a final order on the ComEd 2024 Multi-Year Rate Plan Reconciliation. The ICC approved a total requested revenue requirement increase of $243 million, with rates effective on January 1, 2026. ◦ BGE Multi-Year Plan Reconciliation: The Maryland Public Service Commission (MDPSC) approved BGE to recover $77 million of under-collections related to its 2023 reconciliation request, with rates effective February 1, 2026. The MDPSC also provided for $28 million of additional regulatory assets. ◦ DPL Delaware Electric Distribution Base Rate Case: On December 9, 2025, DPL Delaware filed an application the Delaware Public Service Commission (DEPSC) to increase its annual electric distribution rates by $45 million, reflecting an ROE of 10.50%. DPL currently expects a decision in the third quarter of 2027 but cannot predict if the DEPSC will approve the application as filed. DPL can implement interim rates on July
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.