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30,837 Shares in Exelon Corporation $EXC Bought by Ethos Capital Management Inc.

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Key Points

  • Ethos Capital Management initiated a new position in Exelon (NASDAQ:EXC), buying 30,837 shares in Q4 worth about $1.34 million, and institutional investors now own roughly 80.92% of the company.
  • Exelon beat quarterly expectations with Q4 EPS of $0.59 (vs. $0.55 consensus) and set FY2026 guidance of $2.810–$2.910 per share, compared with a sell-side forecast of about $2.64.
  • The company raised its quarterly dividend to $0.42 (annualized $1.68, yield ~3.4%), while analysts hold a consensus rating of "Hold" and a consensus price target of $51.47.
  • Five stocks to consider instead of Exelon.

Ethos Capital Management Inc. bought a new position in shares of Exelon Corporation (NASDAQ:EXC - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 30,837 shares of the company's stock, valued at approximately $1,344,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of EXC. Caxton Associates LLP bought a new position in shares of Exelon during the first quarter worth $286,000. Woodline Partners LP boosted its position in shares of Exelon by 40.7% during the first quarter. Woodline Partners LP now owns 84,925 shares of the company's stock worth $3,913,000 after acquiring an additional 24,580 shares during the last quarter. Fisher Asset Management LLC bought a new position in shares of Exelon during the second quarter worth $210,000. CW Advisors LLC boosted its position in shares of Exelon by 5.4% during the second quarter. CW Advisors LLC now owns 18,145 shares of the company's stock worth $788,000 after acquiring an additional 925 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Exelon by 15.6% during the second quarter. EverSource Wealth Advisors LLC now owns 6,751 shares of the company's stock worth $293,000 after acquiring an additional 912 shares during the last quarter. Institutional investors own 80.92% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Barclays dropped their target price on shares of Exelon from $52.00 to $50.00 and set an "overweight" rating for the company in a research report on Thursday, January 22nd. Citigroup started coverage on shares of Exelon in a research note on Thursday, March 26th. They set a "buy" rating and a $58.00 price target on the stock. Jefferies Financial Group decreased their price target on shares of Exelon from $57.00 to $55.00 and set a "buy" rating on the stock in a research note on Tuesday, January 27th. BMO Capital Markets upped their price target on shares of Exelon from $51.00 to $52.00 and gave the company an "outperform" rating in a research note on Thursday, April 2nd. Finally, KeyCorp upped their price target on shares of Exelon from $39.00 to $44.00 and gave the company an "underweight" rating in a research note on Wednesday, March 4th. Nine research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, Exelon has a consensus rating of "Hold" and a consensus price target of $51.47.

View Our Latest Stock Analysis on Exelon

Exelon Price Performance

Exelon stock opened at $49.05 on Wednesday. The company has a market cap of $50.19 billion, a price-to-earnings ratio of 17.97, a PEG ratio of 2.87 and a beta of 0.41. The firm's fifty day moving average is $47.68 and its 200 day moving average is $46.06. The company has a quick ratio of 0.84, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. Exelon Corporation has a 52-week low of $41.71 and a 52-week high of $50.65.

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

Exelon Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Monday, March 2nd were issued a $0.42 dividend. This is a boost from Exelon's previous quarterly dividend of $0.40. The ex-dividend date was Monday, March 2nd. This represents a $1.68 annualized dividend and a dividend yield of 3.4%. Exelon's dividend payout ratio (DPR) is 61.54%.

Exelon Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Exelon (NASDAQ:EXC)

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