Exelon Corporation $EXC Holdings Lifted by Prudential PLC

Prudential PLC increased its holdings in Exelon Corporation (NASDAQ:EXC) by 14.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 500,289 shares of the company’s stock after acquiring an additional 62,153 shares during the period. Prudential PLC’s holdings in Exelon were worth $22,518,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. 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 worth $26,000 after purchasing an additional 392 shares in the last quarter. Root Financial Partners LLC purchased a new position in Exelon during the third quarter valued at approximately $30,000. Elevation Point Wealth Partners LLC acquired a new position in Exelon in the 2nd quarter valued at approximately $29,000. Steigerwald Gordon & Koch Inc. acquired a new position in Exelon in the 3rd quarter valued at approximately $32,000. Finally, Motco lifted its position in Exelon by 1,008.7% in the 3rd quarter. Motco now owns 765 shares of the company’s stock worth $34,000 after buying an additional 696 shares in the last quarter. 80.92% of the stock is currently owned by institutional investors and hedge funds.

Exelon News Roundup

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

Exelon Stock Performance

Shares of EXC opened at $49.82 on Friday. The firm has a market cap of $50.96 billion, a price-to-earnings ratio of 18.25, a price-to-earnings-growth ratio of 2.88 and a beta of 0.45. The company’s fifty day moving average is $46.12 and its 200-day moving average is $45.42. The company has a quick ratio of 0.84, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. Exelon Corporation has a 12 month low of $41.71 and a 12 month high of $50.38.

Exelon (NASDAQ:EXC) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.59 earnings per share (EPS) 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%. The business’s revenue for the quarter was down 1.1% compared to the same quarter last year. During the same period last year, the firm posted $0.64 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Equities analysts expect that Exelon Corporation will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Monday, March 2nd were 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 dividend yield of 3.4%. The ex-dividend date of this dividend was Monday, March 2nd. Exelon’s payout ratio is presently 61.54%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on EXC. Royal Bank Of Canada initiated coverage on shares of Exelon in a research note on Wednesday, January 7th. They set a “sector perform” rating and a $51.00 target price for the company. Barclays cut their price objective on Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a report on Thursday, January 22nd. Morgan Stanley reissued an “underperform” rating and set a $51.00 price objective on shares of Exelon in a research report on Wednesday, January 21st. UBS Group boosted their target price on Exelon from $48.00 to $51.00 and gave the company a “neutral” rating in a research note on Friday, February 20th. Finally, BMO Capital Markets upped their target price on Exelon from $49.00 to $51.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. 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 stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $50.93.

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.