Exelon Corporation (NASDAQ:EXC) Given Average Rating of “Hold” by Brokerages

Exelon Corporation (NASDAQ:EXC) has been assigned a consensus rating of “Hold” from the seventeen research firms that are presently covering the stock, Marketbeat.com reports. Two analysts have rated the stock with a sell rating, seven have assigned a hold rating and eight have issued a buy rating on the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $49.9286.

EXC has been the topic of a number of recent research reports. Wolfe Research lowered shares of Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. Wall Street Zen lowered Exelon from a “hold” rating to a “sell” rating in a research report on Saturday. Barclays reduced their price target on Exelon from $52.00 to $50.00 and set an “overweight” rating on the stock in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lowered their price objective on Exelon from $50.00 to $47.00 and set a “neutral” rating for the company in a research report on Friday, December 12th. Finally, BTIG Research initiated coverage on Exelon in a report on Tuesday, October 21st. They issued a “neutral” rating on the stock.

Exelon Price Performance

Exelon stock opened at $48.48 on Monday. The stock has a 50-day moving average price of $44.11 and a two-hundred day moving average price of $44.87. Exelon has a 12 month low of $41.71 and a 12 month high of $48.72. The company has a market capitalization of $48.98 billion, a PE ratio of 17.76, a P/E/G ratio of 2.78 and a beta of 0.45. The company has a current ratio of 0.92, a quick ratio of 0.85 and a debt-to-equity ratio of 1.66.

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 return on equity of 9.97% and a net margin of 11.41%.The company had revenue of $5.41 billion during the quarter, compared to the consensus estimate of $5.42 billion. During the same quarter in the prior year, the firm posted $0.64 earnings per share. The firm’s revenue was down 1.1% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Analysts expect that Exelon will post 2.64 EPS for the current year.

Exelon Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Monday, March 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.5%. This is an increase from Exelon’s previous quarterly dividend of $0.40. Exelon’s payout ratio is currently 57.35%.

Hedge Funds Weigh In On Exelon

Hedge funds and other institutional investors have recently bought and sold shares of the company. Jacobi Capital Management LLC boosted its position in Exelon by 3.3% during the fourth quarter. Jacobi Capital Management LLC now owns 18,910 shares of the company’s stock valued at $824,000 after acquiring an additional 605 shares during the last quarter. Kestra Advisory Services LLC lifted its stake in shares of Exelon by 3.5% in the 4th quarter. Kestra Advisory Services LLC now owns 135,592 shares of the company’s stock valued at $5,910,000 after purchasing an additional 4,620 shares during the period. Parkside Financial Bank & Trust boosted its position in shares of Exelon by 14.6% during the 4th quarter. Parkside Financial Bank & Trust now owns 5,222 shares of the company’s stock valued at $228,000 after purchasing an additional 667 shares in the last quarter. Soros Fund Management LLC grew its stake in Exelon by 361.3% during the fourth quarter. Soros Fund Management LLC now owns 622,806 shares of the company’s stock worth $27,148,000 after purchasing an additional 487,806 shares during the period. Finally, CANADA LIFE ASSURANCE Co grew its stake in Exelon by 3.1% during the fourth quarter. CANADA LIFE ASSURANCE Co now owns 4,369,402 shares of the company’s stock worth $190,587,000 after purchasing an additional 130,485 shares during the period. Institutional investors and hedge funds own 80.92% of the company’s stock.

Exelon News Summary

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Exelon reported $0.59 EPS (above consensus) and launched FY2026 guidance of $2.81–$2.91, signaling stronger underlying power markets and rate benefits. BusinessWire: Q4 & 2026 Outlook
• Positive Sentiment: Analyst upgrades — Several firms raised price targets (Wells Fargo to $53, Mizuho to $51, BMO to $51) and reiterated overweight/outperform views, supporting near-term upside. Benzinga: Analyst Coverage The Fly: Mizuho
• Positive Sentiment: Dividend raise — Exelon increased its quarterly dividend to $0.42 (5% increase), boosting income appeal and supporting yield-sensitive investors. (Ex‑dividend: Mar 2; pay date: Mar 13)
• Positive Sentiment: Transmission project approved — PJM Board advanced a ~220‑mile, 765‑kV transmission line co‑sponsored with NextEra, supporting long‑term transmission revenue and grid reliability opportunities. PR Newswire: PJM Approval
• Positive Sentiment: Electrification & AI tailwinds — Analysts/commentary highlight Exelon as a play on electrification and demand from AI data centers, reinforcing the company’s long‑term growth narrative. Seeking Alpha: Electrification/AI Tailwinds
• Neutral Sentiment: Capex / growth plan — Exelon unveiled a $41.3B infrastructure investment plan through 2029, which supports growth but increases near‑term capital intensity. Zacks: Capex Plan
• Neutral Sentiment: Revenue and call details — Revenue slightly missed expectations ($5.41B vs $5.42B) and management hosted an earnings call; read the transcript for detail on generation, commodity exposure and rate assumptions. MSN: Earnings Transcript
• Neutral Sentiment: Short‑interest note — Recent short‑interest data in feeds appears anomalous/zero and is not a meaningful signal for today’s move.
• Negative Sentiment: YoY profit decline — EPS declined versus the prior year (Q4: $0.59 vs $0.64 a year ago), a reminder that beat was driven by mix/rates rather than higher volume; monitor commodity and weather sensitivity. BusinessWire: Results

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.