Trivium Point Advisory LLC Invests $589,000 in Exelon Corporation $EXC

Trivium Point Advisory LLC acquired a new stake in Exelon Corporation (NASDAQ:EXC) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 12,626 shares of the company’s stock, valued at approximately $589,000.

Several other hedge funds and other institutional investors have also made changes to their positions in EXC. Vanguard Group Inc. grew its position in shares of Exelon by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 131,118,541 shares of the company’s stock valued at $5,715,457,000 after acquiring an additional 595,555 shares during the period. State Street Corp increased its stake in shares of Exelon by 4.0% during the 4th quarter. State Street Corp now owns 66,623,103 shares of the company’s stock worth $2,904,101,000 after purchasing an additional 2,550,786 shares during the last quarter. Lazard Asset Management LLC raised its holdings in shares of Exelon by 6.4% in the 1st quarter. Lazard Asset Management LLC now owns 24,620,304 shares of the company’s stock valued at $1,206,887,000 after purchasing an additional 1,490,251 shares during the period. Deutsche Bank AG raised its holdings in shares of Exelon by 2.9% in the 4th quarter. Deutsche Bank AG now owns 20,964,736 shares of the company’s stock valued at $913,853,000 after purchasing an additional 595,655 shares during the period. Finally, Wellington Management Group LLP lifted its stake in Exelon by 2.2% in the 3rd quarter. Wellington Management Group LLP now owns 18,663,481 shares of the company’s stock valued at $840,043,000 after purchasing an additional 393,917 shares during the last quarter. 80.92% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

EXC has been the subject of a number of research analyst reports. Weiss Ratings cut Exelon from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 9th. KeyCorp dropped their price objective on Exelon from $43.00 to $41.00 and set an “underweight” rating on the stock in a research note on Wednesday, May 13th. Wells Fargo & Company set a $50.00 price objective on Exelon in a research report on Tuesday, April 21st. Morgan Stanley reduced their target price on Exelon from $56.00 to $55.00 and set an “equal weight” rating for the company in a research note on Tuesday, April 21st. Finally, Truist Financial decreased their target price on Exelon from $50.00 to $48.00 and set a “hold” rating on the stock in a report on Thursday. Four investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $50.20.

Exelon Stock Performance

Shares of EXC stock opened at $45.86 on Monday. The company has a market capitalization of $47.34 billion, a price-to-earnings ratio of 16.80, a PEG ratio of 2.77 and a beta of 0.31. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.99 and a current ratio of 1.09. The company has a 50-day simple moving average of $46.30 and a 200 day simple moving average of $46.69. Exelon Corporation has a 52 week low of $42.58 and a 52 week high of $50.65.

Exelon (NASDAQ:EXC) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.01). The company had revenue of $5.97 billion during the quarter, compared to analyst estimates of $5.44 billion. Exelon had a net margin of 10.99% and a return on equity of 9.81%. The firm’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the company posted $0.39 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, sell-side analysts predict that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, September 4th will be given a $0.42 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.7%. Exelon’s dividend payout ratio is presently 61.54%.

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.