Xcel Energy (XEL) Stock Insights

XEL price $77.18 -0.95 -1.22%

Ticker
XEL
Price
$77.18
Change
-0.95 -1.22%
Market cap ?
$48.21B
P/E ?
21.22
Forward P/E ?
18.67
Dividend yield ?
3.02%
Beta ?
0.37
Sector
Utilities
Industry
Regulated Electric
Stocklytics score
34
Value
30
Quality
32
Growth
39

Stocklytics score rationale: value 30, quality 32, growth 39.

Financials

2016201720182019202020212022202320242025
11107000000114040000001153700000011529000000115260000001343100000015310000000142060000001344100000014669000000

Xcel Energy Inc., through its various operating units, functions as a multifaceted energy company involved in the complete cycle of electricity – from its production and procurement to its transmission, delivery, and eventual sale. Its business is organized into three main divisions: Regulated Electric Utility, Regulated Natural Gas Utility, and a final "All Other" segment. The company employs a diverse range of…

Fair value

XEL fair value $58.25. Price $77.18. Price is 33% above fair value.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 2.42B. Growth 6.30%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 624.63M. Net debt 34.51B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare XEL

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-10-29—1.39—4.26B
2026-07-300.930.793.12B3.54B
2026-04-300.910.914.02B4.21B
2026-02-050.960.963.56B3.63B
2025-10-301.241.323.92B3.89B
2025-07-310.750.653.29B3.21B
2025-04-240.840.923.91B3.93B
2025-02-060.810.883.12B3.77B
2024-10-311.251.263.64B3.93B
2024-08-010.540.573.03B3.29B
2024-04-250.880.783.65B4.12B
2024-01-250.870.853.44B4.01B
2023-10-271.231.273.66B4.00B
2023-07-270.520.573.02B3.38B
2023-04-270.760.744.08B3.76B
2023-01-260.690.684.05B3.05B
2022-10-271.181.224.08B3.84B
2022-07-280.600.603.42B3.10B
2022-04-280.700.683.75B3.42B
2022-01-270.580.583.35B3.45B
2021-10-281.131.183.47B3.46B
2021-07-290.580.563.07B2.69B
2021-04-290.670.613.54B3.19B
2021-01-280.540.542.95B3.00B
2020-10-291.141.063.18B2.96B
2020-07-300.540.482.59B2.30B
2020-05-070.560.602.81B3.01B
2020-01-300.560.542.80B2.70B
2019-10-241.011.033.01B3.07B
2019-08-010.460.512.58B2.86B
2019-04-250.610.623.14B3.19B
2019-01-310.420.422.88B2.88B
2018-10-250.960.983.05B3.11B
2018-07-260.520.472.66B2.40B
2018-04-260.570.512.95B2.64B
2018-02-070.420.432.80B2.86B
2017-10-260.970.923.02B2.86B
2017-07-270.450.422.65B2.47B
2017-04-270.470.492.95B3.07B
2017-02-020.450.442.79B2.73B

Dividends

Yield 3.04%. Payout ratio 61.13%. Frequency Quarterly.

Safety score 82/100 · Safe. Payout ratio is 61% of earnings. Dividends use a moderate share of free cash flow. Dividends were paid in 43 separate years. Yield is 3.0%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-09-15$0.592026-09-152026-10-20Quarterly
2026-06-15$0.592026-06-152026-07-20Quarterly
2026-03-13$0.592026-03-132026-04-20Quarterly
2025-12-29$0.572025-12-292026-01-20Quarterly
2025-09-15$0.572025-09-152025-10-20Quarterly
2025-06-13$0.572025-06-132025-07-20Quarterly
2025-03-14$0.572025-03-142025-04-20Quarterly
2025-01-06$0.552025-01-062025-01-20Quarterly
2024-09-13$0.552024-09-132024-10-20Quarterly
2024-06-14$0.552024-06-142024-07-20Quarterly
2024-03-14$0.552024-03-152024-04-20Quarterly
2023-12-27$0.522023-12-282024-01-20Quarterly
2023-09-14$0.522023-09-152023-10-20Quarterly
2023-06-14$0.522023-06-152023-07-20Quarterly
2023-03-14$0.522023-03-152023-04-20Quarterly
2022-12-28$0.492022-12-292023-01-20Quarterly
2022-09-14$0.492022-09-152022-10-20Quarterly
2022-06-14$0.492022-06-152022-07-20Quarterly
2022-03-14$0.492022-03-152022-04-20Quarterly
2021-12-21$0.462021-12-222022-01-20Quarterly
2021-09-14$0.462021-09-152021-10-20Quarterly
2021-06-14$0.462021-06-152021-07-20Quarterly
2021-03-12$0.462021-03-152021-04-20Quarterly
2020-12-22$0.432020-12-232021-01-20Quarterly
2020-09-14$0.432020-09-152020-10-20Quarterly
2020-06-12$0.432020-06-152020-07-20Quarterly
2020-03-12$0.432020-03-132020-04-20Quarterly
2019-12-24$0.412019-12-262020-01-20Quarterly
2019-09-12$0.412019-09-132019-10-20Quarterly
2019-06-13$0.412019-06-142019-07-20Quarterly
2019-03-14$0.412019-03-152019-04-20Quarterly
2018-12-27$0.382018-12-282019-01-20Quarterly
2018-09-13$0.382018-09-142018-10-20Quarterly
2018-06-14$0.382018-06-152018-07-20Quarterly
2018-03-14$0.382018-03-152018-04-20Quarterly
2017-12-27$0.362017-12-282018-01-20Quarterly
2017-09-14$0.362017-09-152017-10-20Quarterly
2017-06-13$0.362017-06-152017-07-20Quarterly
2017-03-13$0.362017-03-152017-04-20Quarterly
2016-12-22$0.342016-12-272017-01-20Quarterly
2016-09-13$0.342016-09-152016-10-20Quarterly
2016-06-14$0.342016-06-162016-07-20Quarterly
2016-03-11$0.342016-03-152016-04-20Quarterly
2015-12-22$0.322015-12-242016-01-20Quarterly
2015-09-15$0.322015-09-172015-10-20Quarterly
2015-06-16$0.322015-06-182015-07-20Quarterly
2015-03-13$0.322015-03-172015-04-20Quarterly
2014-12-23$0.302014-12-262015-01-20Quarterly
2014-09-16$0.302014-09-182014-10-20Quarterly
2014-06-17$0.302014-06-192014-07-20Quarterly
2014-03-18$0.302014-03-202014-04-20Quarterly
2013-12-24$0.282013-12-272014-01-20Quarterly
2013-09-17$0.282013-09-192013-10-20Quarterly
2013-06-18$0.282013-06-202013-07-20Quarterly
2013-03-19$0.272013-03-212013-04-20Quarterly
2012-12-24$0.272012-12-272013-01-20Quarterly
2012-09-18$0.272012-09-202012-10-20Quarterly
2012-06-19$0.272012-06-212012-07-20Quarterly
2012-03-20$0.262012-03-222012-04-20Quarterly
2011-12-22$0.262011-12-272012-01-20Quarterly
2011-09-20$0.262011-09-222011-10-20Quarterly
2011-06-21$0.262011-06-232011-07-20Quarterly
2011-03-22$0.252011-03-242011-04-20Quarterly
2010-12-21$0.252010-12-232011-01-20Quarterly
2010-09-21$0.252010-09-232010-10-20Quarterly
2010-06-22$0.252010-06-242010-07-20Quarterly
2010-03-23$0.242010-03-252010-04-20Quarterly
2009-12-22$0.242009-12-242010-01-20Quarterly
2009-09-22$0.242009-09-242009-10-20Quarterly
2009-06-23$0.242009-06-252009-07-20Quarterly
2009-03-24$0.242009-03-262009-04-20Quarterly
2008-12-24$0.242008-12-292009-01-20Quarterly
2008-09-23$0.242008-09-252008-10-20Quarterly
2008-06-24$0.242008-06-262008-07-20Quarterly
2008-03-25$0.232008-03-272008-04-20Quarterly
2007-12-24$0.232007-12-272008-01-20Quarterly
2007-09-25$0.232007-09-272007-10-20Quarterly
2007-06-26$0.232007-06-282007-07-20Quarterly
2007-03-27$0.222007-03-292007-04-20Quarterly
2006-12-26$0.222006-12-282007-01-20Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-28Carter Peter WBuy404——
2026-09-28Burkhart Megan DBuy688——
2026-09-28KAMPLING PATRICIA LBuy774——
2026-09-28Pardee Charles GBuy666——
2026-09-28Welsh Timothy ABuy580——
2026-09-28Casey LynnBuy580——
2026-07-29Carter Peter WBuy1.82K——
2026-07-29Carter Peter WOther0——
2026-06-28KAMPLING PATRICIA LBuy608——
2026-06-28Casey LynnBuy493——
2026-06-28Welsh Timothy ABuy468——
2026-06-28Pardee Charles GBuy541——
2026-06-28Burkhart Megan DBuy584——
2026-05-21Welsh Timothy ABuy2.25K——
2026-05-21KAMPLING PATRICIA LBuy2.25K——
2026-05-21Casey LynnBuy2.25K——
2026-05-21Johnson Netha N.Buy2.25K——
2026-05-21Hutchinson Maria DemareeBuy2.25K——
2026-05-21Stockfish Devin WBuy2.25K——
2026-05-21Pardee Charles GBuy2.25K——
2026-05-21Burkhart Megan DBuy2.25K——
2026-05-21Kehl George JBuy2.25K——
2026-03-28Welsh Timothy ABuy480——
2026-03-28Pardee Charles GBuy581——
2026-03-28KAMPLING PATRICIA LBuy615——
2026-03-28Casey LynnBuy519——
2026-03-28Burkhart Megan DBuy615——
2026-03-20Rome Amanda JBuy6——
2026-03-04Long Ryan J.Sell800$82.9166.33K
2026-03-02Ostrom MelissaBuy1.45K——
2026-03-02Correa PatriciaBuy4.21K——
2026-03-02Sharp ScottBuy4.12K——
2026-03-02Lamb Michael G.Buy4.66K——
2026-03-02Long Ryan J.Buy5.37K——
2026-03-02Rome Amanda JBuy7.88K——
2026-03-02Rome Amanda JSell15.97K$83.611.34M
2026-03-02Van Abel Brian JBuy9.13K——
2026-03-02Frenzel RobertBuy42.06K——
2026-02-24Ostrom MelissaBuy1.10K——
2026-02-24Ostrom MelissaBuy3.77K——
2026-02-24Ostrom MelissaSell1.55K$83.35128.87K
2026-02-24Ostrom MelissaSell1.10K——
2026-02-24Correa PatriciaBuy3.24K——
2026-02-24Correa PatriciaBuy11.05K——
2026-02-24Correa PatriciaSell4.92K$83.35410.17K
2026-02-24Correa PatriciaSell3.24K——
2026-02-24Sharp ScottBuy1.07K——
2026-02-24Sharp ScottBuy4.08K——
2026-02-24Sharp ScottSell1.62K$83.35134.99K
2026-02-24Sharp ScottSell1.07K——
2026-02-24Lamb Michael G.Buy2.89K——
2026-02-24Lamb Michael G.Sell1.98K$83.35164.85K
2026-02-24Lamb Michael G.Buy3.62K——
2026-02-24Lamb Michael G.Sell2.89K——
2026-02-24Long Ryan J.Buy1.13K——
2026-02-24Long Ryan J.Buy4.32K——
2026-02-24Long Ryan J.Sell1.73K$83.35143.81K
2026-02-24Long Ryan J.Sell1.13K——
2026-02-24Rome Amanda JBuy6.06K——
2026-02-24Rome Amanda JBuy20.70K——
2026-02-24Rome Amanda JSell10.79K$83.35899.12K
2026-02-24Rome Amanda JSell6.06K——
2026-02-24Van Abel Brian JBuy8.20K——
2026-02-24Van Abel Brian JBuy28.04K——
2026-02-24Van Abel Brian JSell15.25K$83.351.27M
2026-02-24Frenzel RobertBuy28.39K——
2026-02-24Frenzel RobertBuy97.06K——
2026-02-24Frenzel RobertSell57.20K$83.354.77M
2026-02-24Frenzel RobertSell28.39K——
2025-12-28Welsh Timothy ABuy504——
2025-12-28Pardee Charles GBuy625——
2025-12-28KAMPLING PATRICIA LBuy387——
2025-12-28Casey LynnBuy544——
2025-12-28Burkhart Megan DBuy645——
2025-12-17Hutchinson Maria DemareeBuy976——
2025-12-17Hutchinson Maria DemareeOther0——
2025-12-16Lamb Michael G.Sell700——
2025-12-09Frenzel RobertSell2.00K——
2025-11-21Long Ryan J.Sell1.26K——
2025-09-28Welsh Timothy ABuy473——
2025-09-28Pardee Charles GBuy587——
2025-09-28KAMPLING PATRICIA LBuy363——
2025-09-28Casey LynnBuy511——
2025-09-28Burkhart Megan DBuy605——
2025-09-04Lamb Michael G.Buy24.51K——
2025-09-04Lamb Michael G.Sell24.51K——
2025-06-28Welsh Timothy ABuy578——
2025-06-28Pardee Charles GBuy686——
2025-06-28KAMPLING PATRICIA LBuy388——
2025-06-28Casey LynnBuy573——
2025-06-28Burkhart Megan DBuy647——
2025-06-18Long Ryan J.Buy3.40K——
2025-06-18Casey LynnSell1.00K——
2025-06-16Long Ryan J.Other0——
2025-06-16Long Ryan J.Other0——
2025-06-16Long Ryan J.Other3.94K——
2025-05-22Johnson Netha N.Buy2.43K——
2025-05-22Welsh Timothy ABuy2.43K——
2025-05-22Stockfish Devin WBuy2.43K——
2025-05-22PROKOPANKO JAMES TBuy2.43K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.32K, holders +20 vs prior quarter. Ownership 96.39%.

HolderSharesChangeChange %Value
BLACKROCK, INC.60.90M6.99M+12.96%4.89B
VANGUARD CAPITAL MANAGEMENT LLC40.77M1.28M+3.24%3.27B
STATE STREET CORP38.90M1.77M+4.77%3.15B
VANGUARD PORTFOLIO MANAGEMENT LLC35.61M834.52K+2.40%2.86B
BANK OF AMERICA CORP /DE/29.93M491.94K+1.67%2.40B
CAPITAL RESEARCH GLOBAL INVESTORS29.30M2.04M+7.50%2.35B
JPMORGAN CHASE & CO21.74M-6.96M-24.24%1.78B
INVESCO LTD.21.38M8.29M+63.29%1.72B
GEODE CAPITAL MANAGEMENT, LLC18.04M1.05M+6.16%1.44B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/16.27M-1.81M-10.01%1.32B
FMR LLC11.15M4.43M+65.98%895.55M
GQG PARTNERS LLC11.10M-88.72K-0.79%891.69M
GOLDMAN SACHS GROUP INC11.00M10.20M+1274.75%883.14M
ARISTOTLE CAPITAL MANAGEMENT, LLC10.46M-647.32K-5.83%839.86M
PICTET ASSET MANAGEMENT HOLDING SA9.04M166.71K+1.88%725.81M
BARROW HANLEY MEWHINNEY & STRAUSS LLC8.82M3.25M+58.24%708.09M
MORGAN STANLEY7.89M724.97K+10.11%633.94M
FRANKLIN TEMPLETON INC7.87M102.46K+1.32%631.93M
PRICE T ROWE ASSOCIATES INC /MD/7.03M-529.03K-6.99%564.87M
LEGAL & GENERAL GROUP PLC6.27M69.74K+1.12%503.54M
GOLDMAN SACHS GROUP INC5.68M4.88M+609.45%455.75M
DEUTSCHE BANK AG\5.40M1.39M+34.52%433.93M
NORTHERN TRUST CORP5.24M112.64K+2.20%420.93M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4.18M233.77K+5.93%335.25M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.4.18M4.18MNew335.25M

Insights

Revenue by product
PeriodValue
FY2013Other Segments: 76198000.0, Regulated Electric: 9035377000.0, Regulated Natural Gas: 1807396000.0
FY2014Other Segments: 77507000.0, Regulated Electric: 9467664000.0, Regulated Natural Gas: 2148631000.0
FY2015Other Segments: 76419000.0, Regulated Electric: 9277497000.0, Regulated Natural Gas: 1673332000.0
FY2016Other Segments: 75727000.0, Regulated Electric: 9501108000.0, Regulated Natural Gas: 1532522000.0
FY2017Other Segments: 78000000.0, Regulated Electric: 9678000000.0, Regulated Natural Gas: 1651000000.0
FY2018Other Segments: 79000000.0, Regulated Electric: 9720000000.0, Regulated Natural Gas: 1741000000.0
FY2019Other Segments: 86000000.0, Regulated Electric: 9576000000.0, Regulated Natural Gas: 1870000000.0
FY2020Other Segments: 88000000.0, Regulated Electric: 9804000000.0, Regulated Natural Gas: 1637000000.0
FY2021Other Segments: 94000000.0, Regulated Electric: 11207000000.0, Regulated Natural Gas: 2134000000.0
FY2022Other Segments: 107000000.0, Regulated Electric: 12125000000.0, Regulated Natural Gas: 3082000000.0
FY2023Other Segments: 115000000.0, Regulated Electric: 11448000000.0, Regulated Natural Gas: 2648000000.0
FY2024Electric: 11147000000.0, Natural Gas: 2230000000.0, Other: 64000000.0
FY2025Electric: 12160000000.0, Natural Gas: 2452000000.0, Other: 57000000.0
Revenue by region
PeriodValue
Q1 2012All Other: 20262000.0
Q2 2012All Other: 16526000.0
Q3 2012All Other: 17119000.0

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Xcel Energy (XEL) Stock Insights

XEL$77.18-0.95 -1.22%

$48.21B

Market Cap

21.22

P/E

18.67

Forward P/E

34

Score

Price History