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

Exelon (NASDAQ:EXC) had its price target increased by BMO Capital Markets from $49.00 to $51.00 in a report issued on Friday, Marketbeat Ratings reports. The firm currently has an outperform rating on the stock.

Several other equities analysts also recently commented on EXC. BTIG Research assumed coverage on Exelon in a report on Tuesday, October 21st. They set a “neutral” rating on the stock. Barclays decreased their price objective on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a report on Thursday, January 22nd. UBS Group dropped their target price on shares of Exelon from $49.00 to $48.00 and set a “neutral” rating on the stock in a report on Wednesday, December 17th. JPMorgan Chase & Co. cut their target price on shares of Exelon from $50.00 to $47.00 and set a “neutral” rating for the company in a research report on Friday, December 12th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Exelon in a research report on Friday, October 31st. 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 stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $49.93.

Exelon Stock Up 2.0%

EXC stock opened at $48.48 on Friday. The firm has a market cap of $49.59 billion, a PE ratio of 17.76, a PEG ratio of 2.84 and a beta of 0.45. Exelon has a 1 year low of $41.71 and a 1 year high of $48.72. The company has a fifty day simple moving average of $44.11 and a 200 day simple moving average of $44.88. The company has a current ratio of 0.92, a quick ratio of 0.84 and a debt-to-equity ratio of 1.66.

Exelon (NASDAQ:EXC) last posted its earnings results on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.04. The company had revenue of $5.41 billion for the quarter, compared to analyst estimates of $5.42 billion. Exelon had a return on equity of 9.97% and a net margin of 11.41%.The business’s revenue was down 1.1% compared to the same quarter last year. During the same period last year, the company earned $0.64 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Sell-side analysts anticipate that Exelon will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, March 2nd will be paid a $0.42 dividend. The ex-dividend date is Monday, March 2nd. This is a boost from Exelon’s previous quarterly dividend of $0.40. This represents a $1.68 annualized dividend and a dividend yield of 3.5%. Exelon’s dividend payout ratio is 58.61%.

Institutional Trading of Exelon

A number of hedge funds have recently modified their holdings of EXC. Allianz Asset Management GmbH increased its position 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 buying an additional 2,841,118 shares during the last quarter. ATLAS Infrastructure Partners UK Ltd. boosted its stake in shares of Exelon by 3.6% during the 2nd quarter. ATLAS Infrastructure Partners UK Ltd. now owns 6,003,808 shares of the company’s stock worth $260,685,000 after acquiring an additional 208,242 shares during the period. Maryland State Retirement & Pension System boosted its stake 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 worth $44,441,000 after acquiring an additional 28,443 shares during the period. First Citizens Bank & Trust Co. acquired a new position in shares of Exelon during the 3rd quarter worth approximately $10,875,000. Finally, Exchange Traded Concepts LLC raised its stake in Exelon by 92.9% in the 3rd quarter. Exchange Traded Concepts LLC now owns 53,711 shares of the company’s stock valued at $2,418,000 after acquiring an additional 25,863 shares during the period. Institutional investors own 80.92% of the company’s stock.

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.