3,274,792 Shares in Exelon Corporation $EXC Bought by Canada Pension Plan Investment Board

Key Points

• Canada Pension Plan Investment Board bought 3.27 million Exelon shares worth approximately $152.7 million, representing about 0.32% of the utility company. Institutional investors collectively own 80.92% of Exelon.
• Exelon reported quarterly EPS of $0.43, slightly below the $0.44 consensus estimate, while revenue rose 10% year over year to $5.97 billion. Management maintained fiscal 2026 EPS guidance of $2.81–$2.91.
• Exelon declared a quarterly dividend of $0.42 per share, equivalent to a 3.8% annualized yield. Analysts remain cautious, with the stock carrying a consensus “Hold” rating and an average price target of $50.07.

Canada Pension Plan Investment Board purchased a new stake in shares of Exelon Corporation (NASDAQ:EXC - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,274,792 shares of the company's stock, valued at approximately $152,671,000. Canada Pension Plan Investment Board owned approximately 0.32% of Exelon as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of EXC. Motiv8 Investments LLC bought a new stake in shares of Exelon in the 4th quarter worth about $25,000. Leonteq Securities AG purchased a new stake in shares of Exelon during the 4th quarter valued at about $26,000. Bell Investment Advisors Inc lifted its holdings in shares of Exelon by 113.4% in the 1st quarter. Bell Investment Advisors Inc now owns 540 shares of the company's stock valued at $26,000 after acquiring an additional 287 shares during the last quarter. SHP Wealth Management bought a new position in shares of Exelon in the 4th quarter valued at about $26,000. Finally, Eastern Bank purchased a new position in Exelon in the second quarter worth about $26,000. Institutional investors own 80.92% of the company's stock.

Exelon Stock Up 0.3%

Shares of NASDAQ EXC opened at $44.44 on Thursday. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.09 and a quick ratio of 0.99. The company has a market cap of $45.87 billion, a P/E ratio of 16.28, a PEG ratio of 2.68 and a beta of 0.31. Exelon Corporation has a 1 year low of $42.58 and a 1 year high of $50.65. The firm has a 50-day simple moving average of $46.15 and a two-hundred day simple moving average of $46.72.

Exelon (NASDAQ:EXC - Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate 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 net margin of 10.99% and a return on equity of 9.81%. The firm's quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.39 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Research analysts anticipate that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, September 4th will be issued a dividend of $0.42 per share. The ex-dividend date is Friday, September 4th. This represents a $1.68 dividend on an annualized basis and a yield of 3.8%. Exelon's payout ratio is presently 61.54%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on EXC shares. TD Cowen decreased their price objective on Exelon from $51.00 to $49.00 and set a "hold" rating on the stock in a research report on Friday, May 15th. Morgan Stanley dropped their target price on Exelon from $55.00 to $53.00 and set an "equal weight" rating for the company in a report on Friday, August 21st. Truist Financial cut their target price on Exelon from $50.00 to $48.00 and set a "hold" rating on the stock in a research report on Thursday, August 13th. KeyCorp decreased their price target on Exelon from $43.00 to $41.00 and set an "underweight" rating on the stock in a report on Wednesday, May 13th. Finally, Weiss Ratings lowered shares of Exelon from a "buy (b)" rating to a "buy (b-)" rating in a research note on Thursday, July 9th. Four equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $50.07.

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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