Advisors Asset Management Inc. grew its holdings in Exelon Corporation (NASDAQ:EXC – Free Report) by 36.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 83,551 shares of the company’s stock after acquiring an additional 22,256 shares during the quarter. Advisors Asset Management Inc.’s holdings in Exelon were worth $3,761,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Sowell Financial Services LLC boosted its stake in Exelon by 1.1% in the 3rd quarter. Sowell Financial Services LLC now owns 20,499 shares of the company’s stock worth $923,000 after purchasing an additional 215 shares in the last quarter. Manchester Capital Management LLC raised its holdings in shares of Exelon by 11.6% in the second quarter. Manchester Capital Management LLC now owns 2,164 shares of the company’s stock worth $94,000 after buying an additional 225 shares during the last quarter. Empirical Finance LLC raised its holdings in shares of Exelon by 0.7% in the second quarter. Empirical Finance LLC now owns 34,812 shares of the company’s stock worth $1,512,000 after buying an additional 226 shares during the last quarter. Boyd Watterson Asset Management LLC OH lifted its stake in shares of Exelon by 4.8% during the second quarter. Boyd Watterson Asset Management LLC OH now owns 5,030 shares of the company’s stock worth $218,000 after buying an additional 229 shares during the period. Finally, Gateway Investment Advisers LLC grew its holdings in shares of Exelon by 5.0% during the third quarter. Gateway Investment Advisers LLC now owns 4,965 shares of the company’s stock valued at $223,000 after buying an additional 236 shares during the last quarter. Hedge funds and other institutional investors own 80.92% of the company’s stock.
More Exelon News
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
Wall Street Analysts Forecast Growth
Get Our Latest Report on Exelon
Exelon Stock Up 2.0%
EXC opened at $48.48 on Friday. The company has a fifty day moving average of $44.11 and a two-hundred day moving average of $44.87. 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. Exelon Corporation has a fifty-two week low of $41.71 and a fifty-two week high of $48.72. 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 – Get Free Report) last posted its earnings results on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $5.41 billion for the quarter, compared to analysts’ expectations of $5.42 billion. Exelon had a return on equity of 9.97% and a net margin of 11.41%.The company’s quarterly revenue was down 1.1% on a year-over-year basis. During the same period last year, the firm earned $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, research analysts expect that Exelon Corporation will post 2.64 earnings per share for the current year.
Exelon Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Monday, March 2nd will be given a dividend of $0.42 per share. This is a positive change from Exelon’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.5%. 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.
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