Advisors Asset Management Inc. boosted its stake in Exelon Corporation (NASDAQ:EXC – Free Report) by 36.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,551 shares of the company’s stock after buying an additional 22,256 shares during the quarter. Advisors Asset Management Inc.’s holdings in Exelon were worth $3,761,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of the company. LRI Investments LLC lifted its position in shares of Exelon by 210.8% in the third quarter. LRI Investments LLC now owns 578 shares of the company’s stock valued at $26,000 after acquiring an additional 392 shares in the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in shares of Exelon during the second quarter worth approximately $29,000. Root Financial Partners LLC acquired a new position in Exelon in the 3rd quarter valued at $30,000. Steigerwald Gordon & Koch Inc. purchased a new position in Exelon in the 3rd quarter valued at $32,000. Finally, Motco lifted its holdings in Exelon by 1,008.7% in the 3rd quarter. Motco now owns 765 shares of the company’s stock valued at $34,000 after purchasing an additional 696 shares in the last quarter. 80.92% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently issued reports on the stock. Barclays dropped their target price on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a report on Thursday, January 22nd. BMO Capital Markets upped their price objective on shares of Exelon from $49.00 to $51.00 and gave the company an “outperform” rating in a research note on Friday. JPMorgan Chase & Co. cut their price objective on shares of Exelon from $50.00 to $47.00 and set a “neutral” rating for the company in a report on Friday, December 12th. Wolfe Research lowered shares of Exelon from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, January 27th. Finally, Scotiabank boosted their target price on Exelon from $46.00 to $47.00 and gave the stock a “sector perform” rating in a report on Friday. Eight analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $49.93.
Trending Headlines about Exelon
Here are the key news stories impacting Exelon this week:
- Positive Sentiment: Q4 beat and upbeat 2026 outlook — Exelon reported $0.59 EPS (above consensus) and launched FY2026 guidance of $2.81–$2.91, signaling stronger underlying power markets and rate benefits. BusinessWire: Q4 & 2026 Outlook
- Positive Sentiment: Analyst upgrades — Several firms raised price targets (Wells Fargo to $53, Mizuho to $51, BMO to $51) and reiterated overweight/outperform views, supporting near-term upside. Benzinga: Analyst Coverage The Fly: Mizuho
- Positive Sentiment: Dividend raise — Exelon increased its quarterly dividend to $0.42 (5% increase), boosting income appeal and supporting yield-sensitive investors. (Ex‑dividend: Mar 2; pay date: Mar 13)
- Positive Sentiment: Transmission project approved — PJM Board advanced a ~220‑mile, 765‑kV transmission line co‑sponsored with NextEra, supporting long‑term transmission revenue and grid reliability opportunities. PR Newswire: PJM Approval
- Positive Sentiment: Electrification & AI tailwinds — Analysts/commentary highlight Exelon as a play on electrification and demand from AI data centers, reinforcing the company’s long‑term growth narrative. Seeking Alpha: Electrification/AI Tailwinds
- Neutral Sentiment: Capex / growth plan — Exelon unveiled a $41.3B infrastructure investment plan through 2029, which supports growth but increases near‑term capital intensity. Zacks: Capex Plan
- Neutral Sentiment: Revenue and call details — Revenue slightly missed expectations ($5.41B vs $5.42B) and management hosted an earnings call; read the transcript for detail on generation, commodity exposure and rate assumptions. MSN: Earnings Transcript
- Neutral Sentiment: Short‑interest note — Recent short‑interest data in feeds appears anomalous/zero and is not a meaningful signal for today’s move.
- Negative Sentiment: YoY profit decline — EPS declined versus the prior year (Q4: $0.59 vs $0.64 a year ago), a reminder that beat was driven by mix/rates rather than higher volume; monitor commodity and weather sensitivity. BusinessWire: Results
Exelon Price Performance
Shares of EXC stock opened at $48.48 on Friday. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.92 and a quick ratio of 0.85. The company has a market capitalization of $48.98 billion, a PE ratio of 17.76, a price-to-earnings-growth ratio of 2.78 and a beta of 0.45. The firm’s 50-day moving average is $44.11 and its two-hundred day moving average is $44.87. Exelon Corporation has a 12 month low of $41.71 and a 12 month high of $48.72.
Exelon (NASDAQ:EXC – Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $5.41 billion during the quarter, compared to the consensus estimate of $5.42 billion. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The business’s revenue was down 1.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Analysts predict that Exelon Corporation will post 2.64 earnings per share for the current year.
Exelon Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be given a $0.42 dividend. This is an increase from Exelon’s previous quarterly dividend of $0.40. This represents a $1.68 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date is Monday, March 2nd. Exelon’s dividend payout ratio (DPR) is presently 57.35%.
Exelon Profile
Exelon Corporation (NASDAQ: EXC) is a Chicago-based energy company that operates primarily as a regulated electric and natural gas utility holding company. The company’s businesses focus on the delivery of electricity and related services to residential, commercial and industrial customers, as well as investments in grid modernization, customer energy solutions and demand-side programs. Exelon’s operations emphasize reliable service delivery, infrastructure maintenance and regulatory compliance across its utility footprint.
Formed in 2000 through the merger of Unicom and PECO Energy, Exelon historically combined generation and regulated utility businesses.
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