Exelon (NASDAQ:EXC) Price Target Raised to $51.00

Exelon (NASDAQ:EXC) had its price target lifted by Mizuho from $47.00 to $51.00 in a research report sent to investors on Friday morning, MarketBeat.com reports. Mizuho currently has an outperform rating on the stock.

A number of other equities analysts have also recently issued reports on the stock. Barclays cut their target price on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating on the stock in a report on Thursday, January 22nd. Wolfe Research downgraded Exelon from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, January 27th. JPMorgan Chase & Co. cut their target price on Exelon from $50.00 to $47.00 and set a “neutral” rating on the stock in a research note on Friday, December 12th. Morgan Stanley restated an “underperform” rating and set a $51.00 price target on shares of Exelon in a research report on Wednesday, January 21st. 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 research report on Tuesday, January 27th. Eight equities 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’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $49.93.

Exelon Stock Performance

Shares of EXC opened at $48.48 on Friday. The stock has a market capitalization of $49.59 billion, a PE ratio of 17.76, a price-to-earnings-growth ratio of 2.84 and a beta of 0.45. The business’s fifty day moving average price is $44.11 and its 200 day moving average price is $44.88. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.92 and a quick ratio of 0.84. Exelon has a 12-month low of $41.71 and a 12-month high of $48.72.

Exelon (NASDAQ:EXC) last issued its 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 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 analysts’ expectations of $5.42 billion. During the same period in the prior year, the company earned $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. Equities research analysts forecast that Exelon will post 2.64 EPS for the current year.

Exelon Increases Dividend

The business also recently disclosed 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. This represents a $1.68 annualized dividend and a dividend yield of 3.5%. This is a boost from Exelon’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 2nd. Exelon’s payout ratio is 58.61%.

Institutional Investors Weigh In On Exelon

Institutional investors have recently added to or reduced their stakes in the company. Allianz Asset Management GmbH grew its holdings in Exelon by 170.8% during the third quarter. Allianz Asset Management GmbH now owns 4,504,366 shares of the company’s stock worth $202,742,000 after acquiring an additional 2,841,118 shares during the period. ATLAS Infrastructure Partners UK Ltd. lifted its holdings in Exelon by 3.6% in the 2nd quarter. ATLAS Infrastructure Partners UK Ltd. now owns 6,003,808 shares of the company’s stock valued at $260,685,000 after acquiring an additional 208,242 shares during the last quarter. Maryland State Retirement & Pension System boosted its position in shares of Exelon by 3.0% during the 3rd quarter. Maryland State Retirement & Pension System now owns 987,350 shares of the company’s stock valued at $44,441,000 after purchasing an additional 28,443 shares in the last quarter. First Citizens Bank & Trust Co. acquired a new position in shares of Exelon in the 3rd quarter worth approximately $10,875,000. Finally, Exchange Traded Concepts LLC raised its holdings in shares of Exelon by 92.9% in the 3rd quarter. Exchange Traded Concepts LLC now owns 53,711 shares of the company’s stock worth $2,418,000 after purchasing an additional 25,863 shares in the last quarter. 80.92% of the stock is currently owned by institutional investors and hedge funds.

Exelon News Roundup

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.