Exelon (NASDAQ:EXC) Trading 8% Higher on Earnings Beat

Exelon Corporation (NASDAQ:EXC) shares rose 8% during trading on Thursday following a better than expected earnings announcement. The stock traded as high as $47.80 and last traded at $48.00. Approximately 9,129,399 shares traded hands during trading, an increase of 16% from the average daily volume of 7,889,917 shares. The stock had previously closed at $44.45.

The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. Exelon had a return on equity of 10.28% and a net margin of 11.60%.The firm had revenue of $5.41 billion for the quarter, compared to analyst estimates of $5.42 billion. During the same period in the prior year, the company earned $0.64 EPS. The company’s revenue was down 1.1% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS.

Exelon Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be issued a $0.42 dividend. This is a boost from Exelon’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 2nd. This represents a $1.68 annualized dividend and a yield of 3.5%. Exelon’s dividend payout ratio (DPR) is currently 57.35%.

More Exelon News

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 EPS beat expectations — Exelon reported $0.59 EPS, topping consensus estimates and several analyst models, showing the company can still deliver earnings upside despite tougher market conditions. Exelon (EXC) Tops Q4 Earnings Estimates
• Positive Sentiment: Management set FY‑2026 EPS guidance of $2.810–$2.910, roughly in line with or slightly above Street forecasts, giving investors forward earnings clarity and supporting the rally. Exelon Reports Fourth Quarter and Full Year 2025 Results and Initiates 2026 Financial Outlook
• Positive Sentiment: Company unveiled a $41.3 billion infrastructure / capex plan through 2029, which supports growth expectations, utility rate-base expansion and long‑term earnings visibility. Exelon Q4 Earnings Beat Estimates, Sales Miss, Capex Plan Up
• Positive Sentiment: Company commentary and coverage noted demand tailwinds and higher short‑term rates helped results and margins, which investors interpret as a favorable near‑term backdrop for utility earnings. Exelon tops Q4 profit forecasts, unveils upbeat 2026 outlook
• Neutral Sentiment: Investors can review the full earnings call transcript and slide deck for management detail and guidance drivers. Exelon Corporation (EXC) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Trading volume was materially higher than average, indicating stronger investor interest and conviction behind the move (intraday volume well above typical daily volume).
• Neutral Sentiment: Reported short‑interest data in some feeds shows nonsensical/zero values and NaN changes; this appears to be a data artifact and is unlikely to be meaningful.
• Negative Sentiment: Revenue slightly missed estimates ($5.41B vs ~$5.42B expected) and Q4 EPS declined year‑over‑year (from $0.64 to $0.59), reminders that growth pressures remain and that the beat was modest. Exelon Q4 Results and Materials

Analysts Set New Price Targets

EXC has been the subject of a number of research reports. Royal Bank Of Canada assumed coverage on Exelon in a report on Wednesday, January 7th. They issued a “sector perform” rating and a $51.00 price objective for the company. Morgan Stanley reaffirmed an “underperform” rating and issued a $51.00 target price on shares of Exelon in a research report on Wednesday, January 21st. Wolfe Research cut shares of Exelon from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, January 27th. BTIG Research began coverage on shares of Exelon in a research note on Tuesday, October 21st. They set a “neutral” rating on the stock. Finally, Jefferies Financial Group cut their price objective on shares of Exelon from $57.00 to $55.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Seven investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $49.83.

Hedge Funds Weigh In On Exelon

Large investors have recently made changes to their positions in the business. Capital International Investors purchased a new stake in Exelon in the 4th quarter worth $738,333,000. Norges Bank purchased a new stake in shares of Exelon in the fourth quarter worth about $617,974,000. Capital World Investors boosted its stake in Exelon by 807.4% during the fourth quarter. Capital World Investors now owns 10,100,575 shares of the company’s stock valued at $440,284,000 after buying an additional 8,987,453 shares during the last quarter. Lazard Asset Management LLC grew its holdings in Exelon by 32.9% during the 3rd quarter. Lazard Asset Management LLC now owns 22,446,103 shares of the company’s stock valued at $1,010,299,000 after buying an additional 5,554,494 shares in the last quarter. Finally, ANTIPODES PARTNERS Ltd grew its holdings in Exelon by 134,604.0% during the 3rd quarter. ANTIPODES PARTNERS Ltd now owns 3,557,532 shares of the company’s stock valued at $160,137,000 after buying an additional 3,554,891 shares in the last quarter. 80.92% of the stock is currently owned by hedge funds and other institutional investors.

Exelon Trading Up 7.0%

The firm has a market cap of $48.04 billion, a P/E ratio of 17.04, a P/E/G ratio of 2.60 and a beta of 0.45. The stock has a 50 day simple moving average of $44.01 and a 200-day simple moving average of $44.83. The company has a current ratio of 0.94, a quick ratio of 0.85 and a debt-to-equity ratio of 1.66.

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.