Exelon (NASDAQ:EXC) Trading Up 8% Following Better-Than-Expected Earnings

Exelon Corporation (NASDAQ:EXC) was up 8% on Thursday following a better than expected earnings announcement. The stock traded as high as $47.80 and last traded at $48.00. Approximately 9,129,399 shares were traded during mid-day trading, an increase of 16% from the average daily volume of 7,889,917 shares. The stock had previously closed at $44.45.

The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Exelon had a return on equity of 9.97% and a net margin of 11.41%.The business had revenue of $5.41 billion during the quarter, compared to analysts’ expectations of $5.42 billion. During the same period in the previous year, the business posted $0.64 earnings per share. The firm’s revenue for the quarter was down 1.1% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS.

Exelon Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, March 2nd will be given a $0.42 dividend. This is a boost from Exelon’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 2nd. This represents a $1.68 annualized dividend and a yield of 3.5%. Exelon’s dividend payout ratio is presently 57.35%.

More Exelon News

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on EXC shares. JPMorgan Chase & Co. dropped their target price on Exelon from $50.00 to $47.00 and set a “neutral” rating for the company in a research report on Friday, December 12th. Wall Street Zen lowered Exelon from a “hold” rating to a “sell” rating in a research report on Saturday. Scotiabank upped their target price on shares of Exelon from $46.00 to $47.00 and gave the company a “sector perform” rating in a research report on Friday. Wolfe Research lowered shares of Exelon from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, January 27th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Exelon in a research note on Friday, October 31st. Eight analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Exelon presently has a consensus rating of “Hold” and an average price target of $49.93.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of EXC. Optima Capital LLC acquired a new position in Exelon during the fourth quarter valued at approximately $25,000. LRI Investments LLC raised its stake in shares of Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company’s stock worth $26,000 after purchasing an additional 392 shares in the last quarter. Leonteq Securities AG acquired a new stake in shares of Exelon in the 4th quarter valued at approximately $26,000. Beacon Financial Strategies CORP acquired a new stake in shares of Exelon in the 4th quarter valued at approximately $26,000. Finally, Elevation Point Wealth Partners LLC bought a new position in shares of Exelon in the second quarter valued at $29,000. Institutional investors own 80.92% of the company’s stock.

Exelon Stock Performance

The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. The stock’s fifty day moving average is $44.11 and its two-hundred day moving average is $44.87. The firm has a market capitalization of $48.98 billion, a price-to-earnings ratio of 17.76, a P/E/G ratio of 2.78 and a beta of 0.45.

About Exelon

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.