Exelon (NASDAQ:EXC) Reaches New 52-Week High on Earnings Beat

Exelon Corporation (NASDAQ:EXC)’s share price reached a new 52-week high on Friday following a stronger than expected earnings report. The stock traded as high as $48.66 and last traded at $48.6390, with a volume of 2934228 shares changing hands. The stock had previously closed at $47.55.

The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The company had revenue of $5.41 billion for the quarter, compared to analyst estimates of $5.42 billion. During the same period in the previous year, the business posted $0.64 earnings per share. Exelon’s quarterly 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 announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Monday, March 2nd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This is an increase from Exelon’s previous quarterly dividend of $0.40. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.5%. Exelon’s dividend payout ratio is presently 57.35%.

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

Analysts Set New Price Targets

EXC has been the topic of a number of analyst reports. JPMorgan Chase & Co. lowered their price objective on shares of Exelon from $50.00 to $47.00 and set a “neutral” rating on the stock in a research report on Friday, December 12th. Mizuho boosted their price target on shares of Exelon from $47.00 to $51.00 and gave the stock an “outperform” rating in a research note on Friday. Barclays reduced their price objective on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. BTIG Research started coverage on Exelon in a research report on Tuesday, October 21st. They set a “neutral” rating on the stock. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Exelon in a research note on Friday, October 31st. Eight equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Exelon currently has a consensus rating of “Hold” and a consensus target price of $49.93.

Institutional Investors Weigh In On Exelon

Several institutional investors have recently modified their holdings of the company. LRI Investments LLC lifted its holdings in shares of Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company’s stock valued at $26,000 after acquiring an additional 392 shares in the last quarter. Optima Capital LLC purchased a new position in Exelon in the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new position in Exelon in the fourth quarter valued at about $26,000. Leonteq Securities AG purchased a new position in Exelon in the fourth quarter valued at about $26,000. Finally, Root Financial Partners LLC acquired a new position in shares of Exelon during the third quarter worth about $30,000. Hedge funds and other institutional investors own 80.92% of the company’s stock.

Exelon Stock Performance

The stock has a 50 day simple moving average of $44.11 and a 200 day simple moving average of $44.87. The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. The company has a market cap of $48.98 billion, a price-to-earnings ratio of 17.76, a PEG ratio of 2.78 and a beta of 0.45.

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.