Exelon (NASDAQ:EXC) Lowered to “Sell” Rating by Wall Street Zen

Exelon (NASDAQ:EXC) was downgraded by research analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a report issued on Saturday.

A number of other brokerages have also issued reports on EXC. Wells Fargo & Company raised their price target on Exelon from $51.00 to $53.00 and gave the stock an “overweight” rating in a research note on Friday. JPMorgan Chase & Co. cut their price objective on shares of Exelon from $50.00 to $47.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Barclays decreased their target price on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating on the stock in a research report on Thursday, January 22nd. KeyCorp set a $39.00 target price on shares of Exelon in a report on Friday, December 12th. Finally, Royal Bank Of Canada started coverage on shares of Exelon in a research note on Wednesday, January 7th. They set a “sector perform” rating and a $51.00 price target on the stock. Eight research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Exelon presently has a consensus rating of “Hold” and an average price target of $49.93.

Exelon Stock Performance

Shares of EXC opened at $48.48 on Friday. Exelon has a 1 year low of $41.71 and a 1 year high of $48.72. The company’s 50 day simple moving average is $44.11 and its 200 day simple moving average is $44.87. The company 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 debt-to-equity ratio of 1.66, a quick ratio of 0.85 and a current ratio of 0.92.

Exelon (NASDAQ:EXC) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $5.42 billion. During the same quarter in the prior year, the company posted $0.64 EPS. The business’s revenue for the quarter was down 1.1% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, sell-side analysts predict that Exelon will post 2.64 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in EXC. Optima Capital LLC bought a new position in shares of Exelon during the fourth quarter worth about $25,000. LRI Investments LLC raised its stake in Exelon by 210.8% during the third quarter. LRI Investments LLC now owns 578 shares of the company’s stock valued at $26,000 after buying an additional 392 shares in the last quarter. Leonteq Securities AG bought a new position in Exelon during the 4th quarter worth approximately $26,000. Beacon Financial Strategies CORP acquired a new position in shares of Exelon in the 4th quarter worth approximately $26,000. Finally, Elevation Point Wealth Partners LLC acquired a new position in shares of Exelon in the 2nd quarter worth approximately $29,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

Key Stories 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

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.