What is KeyCorp’s Forecast for Exelon Q2 Earnings?

Exelon Corporation (NASDAQ:EXC) – Research analysts at KeyCorp issued their Q2 2026 earnings per share (EPS) estimates for shares of Exelon in a research note issued on Wednesday, July 22nd. KeyCorp analyst S. Karp forecasts that the company will earn $0.43 per share for the quarter. KeyCorp currently has a “Underweight” rating and a $41.00 target price on the stock. The consensus estimate for Exelon’s current full-year earnings is $2.86 per share. KeyCorp also issued estimates for Exelon’s Q3 2026 earnings at $0.91 EPS, Q4 2026 earnings at $0.64 EPS and FY2030 earnings at $3.67 EPS.

Several other equities analysts also recently weighed in on EXC. Barclays lowered shares of Exelon from an “overweight” rating to an “equal weight” rating and lowered their price target for the company from $50.00 to $49.00 in a research report on Friday, April 17th. Mizuho set a $48.00 price objective on shares of Exelon and gave the stock a “neutral” rating in a report on Friday, April 17th. BMO Capital Markets reiterated a “market perform” rating and issued a $49.00 price objective (down from $52.00) on shares of Exelon in a research note on Friday, April 17th. Royal Bank Of Canada lowered their target price on shares of Exelon from $51.00 to $48.00 and set a “sector perform” rating on the stock in a report on Monday, April 20th. Finally, Weiss Ratings cut shares of Exelon from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 9th. Four analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $50.33.

Exelon Price Performance

NASDAQ EXC opened at $47.53 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.94 and a debt-to-equity ratio of 1.65. The company has a market cap of $48.63 billion, a PE ratio of 17.41, a price-to-earnings-growth ratio of 2.75 and a beta of 0.31. Exelon has a 52 week low of $42.58 and a 52 week high of $50.65. The firm’s 50-day simple moving average is $46.16 and its two-hundred day simple moving average is $46.48.

Exelon (NASDAQ:EXC) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $0.91 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.03. Exelon had a return on equity of 9.83% and a net margin of 11.21%.The company had revenue of $7.24 billion during the quarter, compared to analyst estimates of $6.93 billion. During the same quarter last year, the firm posted $0.92 EPS. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS.

Exelon Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Thursday, June 4th were given a dividend of $0.42 per share. The ex-dividend date was Thursday, June 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.5%. Exelon’s dividend payout ratio is currently 61.54%.

Hedge Funds Weigh In On Exelon

A number of large investors have recently modified their holdings of the company. JFS Wealth Advisors LLC lifted its stake in Exelon by 10.8% in the 2nd quarter. JFS Wealth Advisors LLC now owns 6,579 shares of the company’s stock worth $307,000 after purchasing an additional 643 shares in the last quarter. Tema ETFs LLC boosted its holdings in Exelon by 10.5% in the 2nd quarter. Tema ETFs LLC now owns 19,821 shares of the company’s stock valued at $924,000 after purchasing an additional 1,885 shares during the period. Wasatch Advisors LP grew its position in shares of Exelon by 7.0% during the 2nd quarter. Wasatch Advisors LP now owns 118,286 shares of the company’s stock valued at $5,514,000 after purchasing an additional 7,781 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its position in shares of Exelon by 7.1% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 10,621 shares of the company’s stock valued at $495,000 after purchasing an additional 700 shares in the last quarter. Finally, Affinity Capital Advisors LLC bought a new position in shares of Exelon in the second quarter worth $250,000. 80.92% of the stock is currently owned by institutional investors.

Key Stories Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Wells Fargo maintained its Buy rating on Exelon, which can support investor confidence and suggests at least one major firm still sees upside in the shares. Wells Fargo Sticks to Their Buy Rating for Exelon (EXC)
• Neutral Sentiment: Exelon’s “time of day pricing” launch is putting its valuation back in focus, indicating the market is reassessing the stock’s worth rather than responding to a clear operational surprise. Exelon (EXC) Time Of Day Pricing Launch Puts Valuation Back In Focus
• Neutral Sentiment: KeyCorp reiterated a cautious stance on Exelon, issuing an Underweight rating with a $41 price target and estimates for Q2, Q3, Q4 2026 and FY2030 earnings; this may pressure sentiment by reinforcing a more conservative view on the stock’s upside.
• Neutral Sentiment: Exelon’s short-interest update showed no reported short interest, which does not point to a meaningful bearish trading signal at the moment.
• Neutral Sentiment: Zacks noted that Exelon’s upcoming earnings report may not be set up for a likely beat, keeping investors focused on execution risks ahead of the release. Exelon (EXC) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release

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.