Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$79.33
Open:$79.13
Day's Low:$78.26
Day's High:$79.32
Bid / Ask:-
Market Cap:50.55B
Enterprise Value:91.17B
52-Week Range
52-Week Low:$68.72
52-Week High:$84.23
Current position in 52-week range
52w Low-52w High
50-Day Avg:$74.74
200-Day Avg:$78.27
Volume
Volume Today:11,754,658
Avg Volume (3m):5,575,067
Avg Volume (10d):6,720,050
52-Week Change:-2.77%
vs S&P 500, 52 weeks:-
Beta:0.35
Valuation Multiples
P/E (trailing):18.36
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
P/E (forward):17.25
PEG Ratio:1.99
Price / Book:1.96
Price / Sales (TTM):3.40
EV / Revenue:6.13
EV / EBITDA:14.39
Dividends
Current yield:2.99%
Annual Dividend Rate:$2.37
Dividend Trailing:$2.35
Yield Trailing:2.96%
5-Year Avg Yield:3.05%
Payout Ratio:54.72%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):14.87B
Gross Profit:7.03B
EBITDA:6.34B
Net Income (TTM):2.67B
Rev Growth (YoY):+6.60%
Earnings Growth (YoY):+72.70%
Quarterly earnings growth (YoY):+83.20%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$4.29
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.57
Revenue Per Share:$24.05
Cash Per Share:-
Book Value:$40.15
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:2.50B
Total Debt:42.75B
Net Debt (Debt - Cash):40.25B
Debt / Equity:167.65%
Current Ratio:0.69
Quick Ratio:0.49
Cash Flows
Operating Cash Flow:5.08B
Free Cash Flow (FCF):−8.35B
FCF Yield (FCF / Market Cap):-
Enterprise Value:91.17B
EV / Revenue:6.13
EV / EBITDA:14.39
Profitability
ROE (Return on Equity):11.44%
ROA (Return on Assets):2.37%
P/E (trailing):18.36
P/E (forward):17.25
Price / Book:1.96
PEG Ratio:1.99
52-Week Change:-2.77%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$4.29
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.57
P/E (forward):17.25
PEG Ratio:1.99
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$24.05
Cash Per Share:-
Book Value:$40.15
Cash Flows (TTM)
Free Cash Flow:−8.35B
Operating Cash Flow:5.08B
EBITDA:6.34B
Total Revenue (TTM):14.87B
Net Income (TTM):2.67B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:641,874,448
Float (free shares):640,584,280
Short interest (shares):51,254,646
Short % of float:-
Short Ratio (days to cover):8.91
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Xcel Energy Inc. (XEL) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Xcel Energy Inc., through its subsidiaries, operates as an electric and natural gas delivery company in the United States. It operates through Regulated Electric Utility and Regulated Natural Gas Utility segments. The company generates, purchases, transmits, distributes, and sells electricity through its energy portfolio, including wind, nuclear, hydroelectric, biomass, and solar power from both owned generation facilities and PPAs, as well as its fossil fuel energy portfolio, such as coal and natural gas; sale and resale of wholesale transmission service; and engages in wholesale commodity and trading operations. It also purchases, transports, stores, distributes, and sells natural gas; develops and leases natural gas pipelines and storage facilities; operates interstate natural gas pipeline; and invests in rental housing projects, energy technology companies, and community solar garden nonregulated assets. It serves electric and natural gas customers in portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. The company was formerly known as Northern States Power company. Xcel Energy Inc. was incorporated in 1909 and is headquartered in Minneapolis, Minnesota.
Executive VP, Chief Legal & Compliance Officer & General Counsel
40
1.23M
Ms. Amanda J. Rome
Executive VP, Group President of Utilities & Chief Customer Officer
44
1.77M
Mr. Michael Lamb
Executive VP & Chief Delivery Officer
60
1.11M
Ms. Melissa L. Ostrom
Senior VP, Controller & Principal Accounting Officer
-
-
Mr. Rob Cain
Senior VP & CTO
-
-
Mr. Roopesh Aggarwal
VP of Finance & Head of Investor Relations
-
-
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Xcel Energy Inc. (XEL): Quantitative Analysis
Xcel Energy Inc. (XEL) — Utilities — Utilities - Regulated Electric. XEL is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, XEL has returned +9.0% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
XEL ranks 403 of 461 on today's multifactor score, and 24 of the 31 Utilities companies that score. Its strongest factor is value (Z 0.15, ranked 148 of 489); its weakest is momentum (Z -0.96, ranked 424 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Xcel Energy (XEL)
When does Xcel Energy report earnings?
Xcel Energy has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 after the close (SEC filings through Oct 28, 2026). XEL earnings dates and times, quarter by quarter →
What is Xcel Energy's P/E ratio?
Xcel Energy's P/E (price over earnings per share for the last twelve months) is 18.4 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 31 Utilities companies with a P/E is 21.1, and the S&P 500's, 23.5: Xcel Energy is below its sector median. Utilities stocks, company by company →
Where does Xcel Energy rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Xcel Energy ranks 403 of 461, and 24 of the 31 Utilities companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Xcel Energy insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Xcel Energy shares from August 2025 through Nov 3, 2026. The latest sale was on Mar 4, 2026, by an officer, for $66k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 2 sales by directors, officers and large shareholders. All XEL insider trades →
Does Xcel Energy pay a dividend?
Yes. Its dividend yield is 2.99% at the Nov 3, 2026 close (annual dividend of $2.37 per share). The latest recorded ex-dividend date is Sep 15, 2026.
What sector is Xcel Energy in, and which index?
Xcel Energy is classified in the Utilities sector (industry: Utilities - Regulated Electric), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 31 S&P 500 companies in that sector. Utilities stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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