Exelon Corporation (NASDAQ:EXC) Stock Rated "Hold" by Sell-Side Analysts

Key Points

• Analysts collectively rate Exelon “Hold”: Fourteen of 18 covering brokers recommend holding the stock, while four recommend buying it. The average 12-month price target is $49.20 versus a reference price of $43.50.
• Recent analyst actions were mixed: KeyBanc upgraded Exelon from Underweight to Sector Weight, while Truist, Argus, and Morgan Stanley lowered their price targets; Goldman Sachs continues to maintain a Sell rating.
• Exelon reported quarterly revenue of $5.97 billion, up 10% year over year, although earnings of $0.43 per share narrowly missed estimates. The company reaffirmed 2026 EPS guidance of $2.81–$2.91 and pays a quarterly dividend of $0.42 per share, yielding approximately 3.9%.

Exelon Corporation (NASDAQ:EXC - Get Free Report) has been assigned a consensus recommendation of "Hold" from the eighteen brokerages that are covering the stock, MarketBeat Ratings reports. Fourteen analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average 1-year price target among brokers that have covered the stock in the last year is $49.20.

Several brokerages have weighed in on EXC. KeyCorp raised shares of Exelon from an "underweight" rating to a "sector weight" rating in a research note on Monday. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Exelon in a research report on Tuesday, October 6th. Truist Financial dropped their target price on shares of Exelon from $48.00 to $46.00 and set a "hold" rating for the company in a report on Friday. Argus cut their target price on Exelon from $52.00 to $49.00 and set a "buy" rating on the stock in a research report on Tuesday, September 22nd. Finally, Morgan Stanley cut their target price on Exelon from $53.00 to $50.00 and set an "equal weight" rating on the stock in a research report on Friday, September 18th.

More Exelon News

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: KeyBanc upgraded Exelon (EXC) from Underweight to Sector Weight, removing a bearish stance and potentially improving sentiment toward the regulated utility. KeyBanc upgrades Exelon to sector weight from underweight
• Positive Sentiment: Commentary on data-center-driven electricity demand argues that a reassessment of grid investment and power needs could strengthen Exelon’s longer-term growth outlook. Battery-storage projects and grid modernization also provide potential strategic support. The Bull Case For Exelon Could Change Following A Data Center-Driven Grid Rethink
• Neutral Sentiment: KeyBanc assigned a $41 price target alongside its upgrade, below the reference price of $43.50, suggesting the change mainly reflects reduced downside risk rather than strong expected appreciation. KeyBanc sets USD 41.00 target for Exelon stock after upgrade
• Neutral Sentiment: Scotiabank reiterated its Hold rating, indicating no major change in its view of Exelon’s valuation or outlook. Scotiabank reaffirms Hold rating on Exelon
• Neutral Sentiment: Exelon’s operating companies called for an “all-hands-on-deck” approach to electricity supply, highlighting the need for coordinated grid and supply-chain planning as demand grows. The statement is strategically relevant but does not announce a near-term financial impact. Exelon companies call for all-hands-on-deck supply approach
• Negative Sentiment: Truist cut its price target from $48 to $46 and maintained a Hold rating, signaling more limited upside expectations. Truist lowers Exelon price target
• Negative Sentiment: Goldman Sachs maintained its Sell rating, reinforcing the downside view from a major analyst and offsetting KeyBanc’s upgrade. Goldman Sachs sticks to Sell rating for Exelon

Institutional Investors Weigh In On Exelon

Institutional investors have recently modified their holdings of the company. Resonant Capital Advisors LLC boosted its holdings in Exelon by 2.4% during the 1st quarter. Resonant Capital Advisors LLC now owns 9,392 shares of the company's stock valued at $460,000 after acquiring an additional 217 shares during the period. PFG Investments LLC increased its stake in Exelon by 1.6% during the first quarter. PFG Investments LLC now owns 14,242 shares of the company's stock worth $698,000 after purchasing an additional 218 shares during the period. Texas Bank & Trust Co increased its stake in Exelon by 1.5% during the first quarter. Texas Bank & Trust Co now owns 15,410 shares of the company's stock worth $755,000 after purchasing an additional 229 shares during the period. Westfuller Advisors LLC increased its stake in Exelon by 12.5% during the first quarter. Westfuller Advisors LLC now owns 2,091 shares of the company's stock worth $103,000 after purchasing an additional 232 shares during the period. Finally, Tidal Investments LLC lifted its position in shares of Exelon by 0.3% during the second quarter. Tidal Investments LLC now owns 70,360 shares of the company's stock worth $3,280,000 after purchasing an additional 243 shares in the last quarter. 80.92% of the stock is owned by institutional investors and hedge funds.

Exelon Price Performance

NASDAQ:EXC opened at $43.50 on Friday. Exelon has a 52 week low of $39.73 and a 52 week high of $50.65. The stock's fifty day moving average is $42.99 and its two-hundred day moving average is $45.23. The company has a market capitalization of $44.90 billion, a P/E ratio of 15.93, a P/E/G ratio of 2.32 and a beta of 0.30. The company has a quick ratio of 0.99, a current ratio of 1.09 and a debt-to-equity ratio of 1.71.

Exelon (NASDAQ:EXC - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The company reported $0.43 earnings per share for the quarter, missing analysts' consensus estimates of $0.44 by ($0.01). The business had revenue of $5.97 billion for the quarter, compared to analysts' expectations of $5.44 billion. Exelon had a return on equity of 9.81% and a net margin of 10.99%. The business's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.39 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Equities analysts expect that Exelon will post 2.86 EPS for the current year.

Exelon Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, September 4th were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Friday, September 4th. Exelon's dividend payout ratio (DPR) is currently 61.54%.

Exelon Company Profile

Exelon Corporation NASDAQ: EXC is a regulated utility holding company focused on the transmission and distribution of electricity and the delivery of natural gas. Through its operating companies, Exelon provides energy delivery, infrastructure, grid modernization, reliability, and related customer services rather than operating a competitive power-generation business.

Exelon's six principal utilities are Commonwealth Edison (ComEd) in Illinois; PECO in Pennsylvania; Baltimore Gas and Electric (BGE) in Maryland; Delmarva Power in Delaware and Maryland; Atlantic City Electric in New Jersey; and Pepco in Washington, DC, and Maryland.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.