Envestnet Asset Management Inc. Trims Holdings in Exelon Corporation $EXC

Envestnet Asset Management Inc. lowered its holdings in Exelon Corporation (NASDAQ:EXC) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 476,138 shares of the company’s stock after selling 12,331 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Exelon were worth $21,431,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in Exelon by 1.6% in the second quarter. Vanguard Group Inc. now owns 129,992,051 shares of the company’s stock worth $5,644,255,000 after acquiring an additional 2,075,014 shares during the period. State Street Corp raised its holdings in Exelon by 4.0% in the 2nd quarter. State Street Corp now owns 64,077,850 shares of the company’s stock worth $2,782,260,000 after purchasing an additional 2,491,064 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Exelon by 3.4% in the 2nd quarter. Geode Capital Management LLC now owns 27,958,588 shares of the company’s stock worth $1,209,229,000 after purchasing an additional 931,897 shares during the period. Invesco Ltd. boosted its stake in shares of Exelon by 7.4% during the 2nd quarter. Invesco Ltd. now owns 14,826,137 shares of the company’s stock valued at $643,751,000 after purchasing an additional 1,023,874 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Exelon during the second quarter valued at about $589,122,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

EXC has been the subject of a number of research reports. Wolfe Research lowered shares of Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. Wells Fargo & Company increased their target price on Exelon from $51.00 to $53.00 and gave the stock an “overweight” rating in a research report on Friday. Weiss Ratings restated a “buy (b)” rating on shares of Exelon in a research report on Friday, October 31st. JPMorgan Chase & Co. reduced their price target on Exelon from $50.00 to $47.00 and set a “neutral” rating on the stock in a research note on Friday, December 12th. Finally, Barclays lowered their price objective on Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. Eight investment 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.com, the company has a consensus rating of “Hold” and a consensus target price of $49.93.

Key Headlines Impacting Exelon

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 Stock Performance

EXC opened at $48.48 on Friday. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.85 and a current ratio of 0.92. The stock has a market capitalization of $48.98 billion, a price-to-earnings ratio of 17.76, a PEG ratio of 2.78 and a beta of 0.45. The company has a fifty day moving average of $44.11 and a 200 day moving average of $44.87. Exelon Corporation has a fifty-two week low of $41.71 and a fifty-two week high of $48.72.

Exelon (NASDAQ:EXC) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.59 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 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 earned $0.64 EPS. The business’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. As a group, sell-side analysts forecast that Exelon Corporation will post 2.64 earnings per share for the current fiscal year.

Exelon Increases Dividend

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

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.