Swedbank AB Boosts Stock Position in Exelon Corporation $EXC

Swedbank AB boosted its position in Exelon Corporation (NASDAQ:EXC) by 3.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,086,552 shares of the company’s stock after purchasing an additional 104,358 shares during the quarter. Swedbank AB’s holdings in Exelon were worth $134,543,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Optima Capital LLC bought a new position in shares of Exelon during the 4th quarter worth approximately $25,000. LRI Investments LLC grew its holdings in 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 during the last quarter. Beacon Financial Strategies CORP purchased a new position in Exelon in the fourth quarter worth $26,000. Root Financial Partners LLC acquired a new position in shares of Exelon during the third quarter worth $30,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of Exelon during the 3rd quarter valued at $32,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

More Exelon News

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q1 results beat estimates on both EPS and revenue: Exelon reported $0.91 EPS vs. consensus $0.89 and revenue of $7.24B vs. $6.93B, signaling solid top-line execution and margin performance. Exelon (EXC) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management reaffirmed its FY-2026 EPS outlook (2.810–2.910), showing confidence in the company’s forward performance and reducing surprise risk. Exelon Affirms 2026 Outlook Amid Q1 Earnings Update
• Positive Sentiment: Management highlighted operational strengths and secular tailwinds (including data‑center demand), which support medium‑term growth and utility cash flows. Exelon Q1 Earnings Preview
• Neutral Sentiment: Guidance is effectively in line with Street expectations (consensus ≈2.85; company range midpoint ≈2.86), so the update is not a clear beat or miss on FY outlook. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Revenue growth was healthy (up ~7.9% YoY), supporting the narrative of stable utility earnings despite an evolving commodity and demand backdrop. Exelon Q1 Slide Deck
• Negative Sentiment: Quarterly EPS was slightly below last year (0.91 vs. 0.92) and the beat was modest, which can disappoint investors looking for accelerating earnings momentum. Exelon Reports First Quarter 2026 Results
• Negative Sentiment: Valuation and capital structure considerations (leverage metrics and recent run toward a one‑year high) may have prompted profit‑taking; some investors view the guidance as conservative relative to recent price moves. A Look At Exelon (EXC) Valuation

Exelon Price Performance

Shares of EXC opened at $45.02 on Thursday. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.92 and a quick ratio of 0.84. The company’s fifty day moving average price is $48.21 and its 200-day moving average price is $46.27. Exelon Corporation has a 1-year low of $41.71 and a 1-year high of $50.65. The firm has a market capitalization of $46.06 billion, a PE ratio of 16.49, a price-to-earnings-growth ratio of 2.68 and a beta of 0.32.

Exelon (NASDAQ:EXC) last issued its earnings results on Wednesday, May 6th. The company reported $0.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.88 by $0.03. Exelon had a return on equity of 9.97% and a net margin of 11.41%.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 business posted $0.92 EPS. The firm’s quarterly revenue was up 7.9% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, equities research analysts predict that Exelon Corporation will post 2.86 EPS for the current year.

Exelon Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Thursday, June 4th will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Thursday, June 4th. Exelon’s dividend payout ratio (DPR) is presently 61.54%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on EXC shares. Morgan Stanley lowered their price objective on Exelon from $56.00 to $55.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. Wall Street Zen raised Exelon from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Jefferies Financial Group downgraded Exelon from a “buy” rating to a “hold” rating and lowered their price target for the stock from $55.00 to $50.00 in a report on Monday, April 20th. Wolfe Research lowered Exelon from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, January 27th. Finally, Citigroup assumed coverage on shares of Exelon in a report on Thursday, March 26th. They set a “buy” rating and a $58.00 price objective on the stock. Four analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $50.47.

Exelon 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.