Assetmark Inc. Sells 35,223 Shares of Exelon Corporation $EXC

Assetmark Inc. trimmed its position in shares of Exelon Corporation (NASDAQ:EXC) by 71.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,263 shares of the company’s stock after selling 35,223 shares during the quarter. Assetmark Inc.’s holdings in Exelon were worth $699,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of EXC. Resonant Capital Advisors LLC lifted its holdings in shares of Exelon by 2.4% in the 1st quarter. Resonant Capital Advisors LLC now owns 9,392 shares of the company’s stock worth $460,000 after acquiring an additional 217 shares during the last quarter. PFG Investments LLC boosted its stake in shares of Exelon by 1.6% during the 1st quarter. PFG Investments LLC now owns 14,242 shares of the company’s stock worth $698,000 after purchasing an additional 218 shares during the period. Texas Bank & Trust Co grew its holdings in Exelon by 1.5% during the 1st quarter. Texas Bank & Trust Co now owns 15,410 shares of the company’s stock valued at $755,000 after purchasing an additional 229 shares during the last quarter. Plimoth Trust Co. LLC grew its holdings in Exelon by 1.8% during the 4th quarter. Plimoth Trust Co. LLC now owns 13,055 shares of the company’s stock valued at $569,000 after purchasing an additional 230 shares during the last quarter. Finally, Westfuller Advisors LLC raised its position in Exelon by 12.5% in the 1st quarter. Westfuller Advisors LLC now owns 2,091 shares of the company’s stock worth $103,000 after purchasing an additional 232 shares during the period. Institutional investors own 80.92% of the company’s stock.

Exelon Trading Up 0.5%

EXC opened at $47.53 on Friday. The stock’s fifty day moving average is $46.16 and its two-hundred day moving average is $46.48. The company has a market capitalization of $48.63 billion, a P/E ratio of 17.41, a PEG ratio of 2.75 and a beta of 0.31. Exelon Corporation has a 52 week low of $42.58 and a 52 week high of $50.65. The company has a quick ratio of 0.85, a current ratio of 0.94 and a debt-to-equity ratio of 1.65.

Exelon (NASDAQ:EXC) last issued its earnings results 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 business had revenue of $7.24 billion during the quarter, compared to analysts’ expectations of $6.93 billion. During the same period in the prior year, the business earned $0.92 EPS. The business’s revenue for the quarter was up 7.9% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Analysts forecast that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Thursday, June 4th were issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 3.5%. The ex-dividend date was Thursday, June 4th. Exelon’s payout ratio is presently 61.54%.

Analyst Ratings Changes

EXC has been the subject of several analyst reports. Jefferies Financial Group downgraded shares of Exelon from a “buy” rating to a “hold” rating and decreased their price objective for the stock from $55.00 to $50.00 in a research note on Monday, April 20th. Weiss Ratings lowered Exelon from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, July 9th. Royal Bank Of Canada decreased their price target on Exelon from $51.00 to $48.00 and set a “sector perform” rating for the company in a research note on Monday, April 20th. Wells Fargo & Company set a $50.00 price objective on Exelon in a research report on Tuesday, April 21st. Finally, TD Cowen reduced their target price on Exelon from $51.00 to $49.00 and set a “hold” rating on the stock in a research note on Friday, May 15th. Four investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $50.33.

Key Exelon News

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

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.