Exelon (NASDAQ:EXC) Reaches New 12-Month High Following Analyst Upgrade

Shares of Exelon Corporation (NASDAQ:EXC) reached a new 52-week high on Friday after JPMorgan Chase & Co. raised their price target on the stock from $48.00 to $53.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Exelon traded as high as $50.31 and last traded at $50.3320, with a volume of 1406228 shares trading hands. The stock had previously closed at $49.48.

Several other analysts have also recently commented on the company. Morgan Stanley restated an “underperform” rating and set a $51.00 target price on shares of Exelon in a report on Wednesday, January 21st. Wolfe Research cut Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. KeyCorp upped their price target on shares of Exelon from $39.00 to $44.00 and gave the stock an “underweight” rating in a research report on Wednesday, March 4th. Scotiabank increased their price objective on shares of Exelon from $46.00 to $47.00 and gave the stock a “sector perform” rating in a report on Friday, February 13th. Finally, Mizuho raised their price objective on shares of Exelon from $47.00 to $51.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Eight analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Exelon presently has an average rating of “Hold” and a consensus price target of $50.93.

Key Headlines Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Analyst target increases lifted sentiment—JPMorgan raised its target to $53 (while keeping a neutral rating), and other outlets report a $3 lift with at least one firm maintaining an outperform view. These raises signal modest upside from analyst revisions and helped buying interest. JPMorgan Price Target Raise Other Price Target Coverage
• Positive Sentiment: Technical/retail interest: Investor’s Business Daily flagged EXC as hitting a high and entering a buy zone off a flat base, which can attract momentum traders and retail flows. IBD Technical Note
• Neutral Sentiment: ComEd (Exelon’s Illinois utility) launched a Low‑Income Discount program in line with state law—positive for regulatory relations and social goals but potentially modestly dilutive to near-term residential margins depending on enrollment. ComEd LID Program
• Neutral Sentiment: Analyses on valuation and capex: Coverage assessing Exelon’s valuation after recent share momentum and planned capex growth suggests investors are weighing higher investment needs against steady cash generation—this keeps opinions mixed until clarity on returns from capex. Valuation & Capex Assessment
• Neutral Sentiment: Comparative coverage: a financial survey comparing PPL and Exelon offers bench-marking for investors but does not materially change Exelon’s outlook by itself. PPL vs EXC Survey
• Negative Sentiment: Relative performance questions: commentary asking whether Exelon is underperforming broader indices highlights investor concerns about lagging returns despite recent gains—this can cap enthusiasm among benchmark-focused managers. Underperformance Coverage

Hedge Funds Weigh In On Exelon

Several large investors have recently made changes to their positions in the company. Caxton Associates LLP bought a new stake in Exelon during the 1st quarter worth about $286,000. Woodline Partners LP lifted its position in Exelon by 40.7% during the 1st quarter. Woodline Partners LP now owns 84,925 shares of the company’s stock valued at $3,913,000 after purchasing an additional 24,580 shares during the period. Allworth Financial LP lifted its position in Exelon by 9.7% during the 2nd quarter. Allworth Financial LP now owns 25,479 shares of the company’s stock valued at $1,106,000 after purchasing an additional 2,260 shares during the period. SBI Securities Co. Ltd. boosted its stake in shares of Exelon by 115.7% in the 2nd quarter. SBI Securities Co. Ltd. now owns 2,455 shares of the company’s stock valued at $107,000 after purchasing an additional 1,317 shares during the last quarter. Finally, KBC Group NV boosted its stake in shares of Exelon by 27.8% in the 2nd quarter. KBC Group NV now owns 193,653 shares of the company’s stock valued at $8,408,000 after purchasing an additional 42,080 shares during the last quarter. Institutional investors and hedge funds own 80.92% of the company’s stock.

Exelon Stock Performance

The firm’s 50-day moving average price is $46.12 and its 200 day moving average price is $45.42. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.84 and a current ratio of 0.92. The company has a market cap of $50.96 billion, a price-to-earnings ratio of 18.25, a PEG ratio of 2.90 and a beta of 0.45.

Exelon (NASDAQ:EXC) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.04. Exelon had a net margin of 11.41% and a return on equity of 9.97%. During the same period last year, the company earned $0.64 EPS. Exelon’s revenue for the quarter was down 1.1% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, sell-side analysts anticipate that Exelon Corporation will post 2.64 EPS for the current year.

Exelon Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Monday, March 2nd were paid a $0.42 dividend. This is an increase from Exelon’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.4%. Exelon’s dividend payout ratio (DPR) is currently 61.54%.

Exelon Company 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.