Exelon (NASDAQ:EXC) Releases FY 2026 Earnings Guidance

Key Points

• FY 2026 EPS guidance 2.810–2.910, which is essentially in line with the consensus estimate of 2.85.
• Exelon beat Q1 estimates, reporting EPS of $0.91 versus the $0.89 consensus (beat of $0.02).
• The board declared a quarterly dividend of $0.42 (annualized $1.68) for a 3.6% yield, with an ex-dividend date of June 4 and payout on June 15.

Exelon (NASDAQ:EXC - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.810-2.910 for the period, compared to the consensus EPS estimate of 2.850. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Scotiabank boosted their price objective on shares of Exelon from $46.00 to $47.00 and gave the company a "sector perform" rating in a research note on Friday, February 13th. Barclays downgraded shares of Exelon from an "overweight" rating to an "equal weight" rating and cut their price target for the company from $50.00 to $49.00 in a report on Friday, April 17th. Jefferies Financial Group lowered shares of Exelon from a "buy" rating to a "hold" rating and reduced their price target for the company from $55.00 to $50.00 in a research report on Monday, April 20th. KeyCorp decreased their price target on shares of Exelon from $44.00 to $43.00 and set an "underweight" rating on the stock in a report on Tuesday, April 21st. Finally, Wolfe Research lowered Exelon from an "outperform" rating to a "peer perform" rating in a research note on Tuesday, January 27th. Four analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and an average price target of $50.47.

Exelon Stock Performance

NASDAQ:EXC opened at $46.18 on Wednesday. The company has a market capitalization of $47.25 billion, a price-to-earnings ratio of 16.92, a PEG ratio of 2.70 and a beta of 0.32. The business has a 50 day moving average of $48.27 and a 200 day moving average of $46.29. 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 1-year low of $41.71 and a 1-year high of $50.65.

Exelon (NASDAQ:EXC - Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $0.91 EPS for the quarter, beating analysts' consensus estimates of $0.89 by $0.02. Exelon had a net margin of 11.41% and a return on equity of 9.97%. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, sell-side analysts predict that Exelon will post 2.86 earnings per share for the current fiscal year.

Exelon Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Thursday, June 4th will be given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 3.6%. The ex-dividend date is Thursday, June 4th. Exelon's dividend payout ratio (DPR) is presently 61.54%.

Hedge Funds Weigh In On Exelon

Several institutional investors and hedge funds have recently bought and sold shares of EXC. State Street Corp grew its holdings in shares of Exelon by 4.0% in the fourth quarter. State Street Corp now owns 66,623,103 shares of the company's stock worth $2,904,101,000 after purchasing an additional 2,550,786 shares during the last quarter. Lazard Asset Management LLC raised its holdings in Exelon by 3.0% during the 4th quarter. Lazard Asset Management LLC now owns 23,130,053 shares of the company's stock valued at $1,008,239,000 after buying an additional 683,950 shares during the last quarter. Wellington Management Group LLP boosted its position in Exelon by 2.2% during the 3rd quarter. Wellington Management Group LLP now owns 18,663,481 shares of the company's stock valued at $840,043,000 after buying an additional 393,917 shares during the period. Invesco Ltd. boosted its position in Exelon by 3.5% during the 4th quarter. Invesco Ltd. now owns 16,209,215 shares of the company's stock valued at $706,560,000 after buying an additional 549,907 shares during the period. Finally, Northern Trust Corp grew its holdings in Exelon by 5.5% in the 4th quarter. Northern Trust Corp now owns 14,806,402 shares of the company's stock worth $645,411,000 after acquiring an additional 776,218 shares during the last quarter. 80.92% of the stock is currently owned by institutional investors.

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.

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.