Exelon Corporation (NASDAQ:EXC) Receives Consensus Recommendation of "Hold" from Analysts

Key Points

• Analysts maintain a cautious outlook on Exelon: Eighteen brokerages assign the stock a consensus “Hold” rating, with 13 holds, four buys and one sell. The average 12-month price target is $50.33, modestly above the reported $45.82 share price.
• Quarterly results were mixed but revenue beat expectations: Exelon reported $5.97 billion in revenue, up 10% year over year and above the $5.44 billion consensus, while EPS of $0.43 narrowly missed the $0.44 estimate. Management reaffirmed fiscal 2026 EPS guidance of $2.81–$2.91 and its roughly $41 billion five-year capital plan.
• Investors receive a 3.7% dividend yield, but data-center growth faces pressure: Exelon declared a quarterly dividend of $0.42, or $1.68 annualized. The company also reduced its data-center demand pipeline by 16% because of project delays and opposition, although it said the change would not affect its 2029 investment plan.

Shares of Exelon Corporation (NASDAQ:EXC - Get Free Report) have been given an average rating of "Hold" by the eighteen brokerages that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, thirteen have given a hold recommendation and four have assigned a buy recommendation to the company. The average twelve-month price objective among brokers that have covered the stock in the last year is $50.3333.

A number of research firms recently weighed in on EXC. TD Cowen decreased their price target on Exelon from $51.00 to $49.00 and set a "hold" rating on the stock in a research note on Friday, May 15th. BMO Capital Markets reiterated a "market perform" rating and issued a $49.00 price objective (down from $52.00) on shares of Exelon in a research report on Friday, April 17th. Weiss Ratings cut Exelon from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday, July 9th. Truist Financial raised their target price on Exelon from $49.00 to $50.00 and gave the company a "hold" rating in a report on Thursday, July 16th. Finally, Royal Bank Of Canada decreased their target price on shares of Exelon from $51.00 to $48.00 and set a "sector perform" rating on the stock in a research report on Monday, April 20th.

Exelon Price Performance

Shares of NASDAQ:EXC opened at $45.82 on Monday. The company has a quick ratio of 0.99, a current ratio of 1.09 and a debt-to-equity ratio of 1.71. The company has a market cap of $47.30 billion, a P/E ratio of 16.78, a PEG ratio of 2.77 and a beta of 0.31. Exelon has a 52 week low of $42.58 and a 52 week high of $50.65. The company has a 50-day moving average price of $46.32 and a 200 day moving average price of $46.61.

Exelon (NASDAQ:EXC - Get Free Report) last announced its quarterly earnings data 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 during the quarter, compared to analysts' expectations of $5.44 billion. Exelon had a net margin of 10.99% and a return on equity of 9.81%. Exelon's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.39 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Research analysts predict that Exelon will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, September 4th will be paid a $0.42 dividend. The ex-dividend date is Friday, September 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.7%. Exelon's dividend payout ratio (DPR) is 61.54%.

Institutional Trading of Exelon

A number of institutional investors have recently added to or reduced their stakes in EXC. Vanguard Group Inc. lifted its position in shares of Exelon by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 131,118,541 shares of the company's stock valued at $5,715,457,000 after acquiring an additional 595,555 shares during the period. State Street Corp boosted its stake in shares of Exelon by 4.0% during the 4th quarter. State Street Corp now owns 66,623,103 shares of the company's stock worth $2,904,101,000 after acquiring an additional 2,550,786 shares in the last quarter. Lazard Asset Management LLC grew its holdings in shares of Exelon by 6.4% in the 1st quarter. Lazard Asset Management LLC now owns 24,620,304 shares of the company's stock worth $1,206,887,000 after acquiring an additional 1,490,251 shares during the period. Deutsche Bank AG grew its holdings in shares of Exelon by 2.9% in the 4th quarter. Deutsche Bank AG now owns 20,964,736 shares of the company's stock worth $913,853,000 after acquiring an additional 595,655 shares during the period. Finally, Wellington Management Group LLP increased its stake in Exelon by 2.2% in the 3rd quarter. Wellington Management Group LLP now owns 18,663,481 shares of the company's stock valued at $840,043,000 after purchasing an additional 393,917 shares in 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: Q2 revenue beat expectations. Exelon reported second-quarter revenue of $5.97 billion, up 10% year over year and ahead of the $5.44 billion consensus estimate. Adjusted EPS of $0.43 increased from $0.39 a year earlier and was generally described as in line with expectations. Exelon's Q2 Earnings In Line With Estimates, Revenues Rise Year Over Year
• Positive Sentiment: Management reaffirmed its financial outlook and investment plan. Exelon maintained fiscal 2026 EPS guidance of $2.81 to $2.91, consistent with the $2.86 analyst consensus, and kept its approximately $41 billion five-year capital plan intact through 2029. The company cited strong operational execution and higher utility rates. Exelon Reports Second Quarter 2026 Results
• Neutral Sentiment: The earnings picture was mixed. Although revenue exceeded forecasts, some reports put EPS slightly below the broader analyst consensus of $0.44. The company’s net margin was 11.21%, while return on equity was 9.83%, leaving investors focused on the quality and durability of earnings growth. Exelon Earnings Conference Call
• Negative Sentiment: Exelon reduced its data-center demand pipeline by 16%. The revision reflects delays and opposition to artificial-intelligence facilities across the United States, potentially limiting a key source of future electricity-load growth. However, Exelon said the change does not alter its 2029 investment plan. Exelon Maintains 2029 Investment Plan After Screening Data-Center Requests
• Negative Sentiment: Analysts remain cautious. Exelon has underperformed the broader market over the past year, and Wall Street’s restrained outlook may limit near-term upside despite the stable guidance and strong revenue performance. Are Wall Street Analysts Predicting Exelon Stock Will Climb or Sink?

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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