B.A. Schrock Wealth Management Inc. Makes New Investment in Exelon Corporation $EXC

Key Points

• B.A. Schrock Wealth Management acquired 55,415 Exelon shares worth approximately $2.24 million during the third quarter. Institutional investors collectively own 80.92% of the utility company.
• Exelon reported quarterly revenue of $5.97 billion, up 10% year over year and above estimates, though adjusted earnings of $0.43 per share narrowly missed expectations. The company maintained fiscal 2026 EPS guidance of $2.81–$2.91.
• Exelon pays a quarterly dividend of $0.42, or $1.68 annually, representing a 3.9% yield and a 61.54% payout ratio. Wall Street’s consensus rating is Hold, with an average price target of $49.33 versus a recent price of $42.60.

B.A. Schrock Wealth Management Inc. acquired a new stake in shares of Exelon Corporation (NASDAQ:EXC - Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 55,415 shares of the company's stock, valued at approximately $2,243,000.

Several other institutional investors have also added to or reduced their stakes in the stock. BlackRock Inc. bought a new stake in shares of Exelon during the 2nd quarter valued at about $5,583,709,000. Lazard Asset Management LLC raised its stake in Exelon by 6.4% in the first quarter. Lazard Asset Management LLC now owns 24,620,304 shares of the company's stock worth $1,206,887,000 after buying an additional 1,490,251 shares in the last quarter. GQG Partners LLC bought a new position in Exelon in the second quarter worth about $922,917,000. Legal & General Group Plc purchased a new stake in Exelon in the second quarter worth about $602,760,000. Finally, Bank of New York Mellon Corp purchased a new stake in Exelon in the second quarter worth about $580,842,000. 80.92% of the stock is currently owned by institutional investors.

Exelon Price Performance

EXC opened at $42.60 on Thursday. The stock has a 50-day moving average price of $43.09 and a 200-day moving average price of $45.29. 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 firm has a market cap of $43.97 billion, a PE ratio of 15.60, a P/E/G ratio of 2.31 and a beta of 0.30. Exelon Corporation has a 1 year low of $39.73 and a 1 year high of $50.65.

Exelon (NASDAQ:EXC - Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.43 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.01). The firm 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 business's revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period last year, the company posted $0.39 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Sell-side analysts predict that Exelon Corporation will post 2.86 earnings per share for the current fiscal year.

Exelon Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Friday, September 4th were issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Friday, September 4th. Exelon's payout ratio is presently 61.54%.

Wall Street Analyst Weigh In

EXC has been the topic of several research reports. Truist Financial cut their price objective on Exelon from $50.00 to $48.00 and set a "hold" rating on the stock in a research report on Thursday, August 13th. Argus lowered their target price on Exelon from $52.00 to $49.00 and set a "buy" rating for the company in a research note on Tuesday, September 22nd. Weiss Ratings restated a "buy (b-)" rating on shares of Exelon in a research report on Tuesday, October 6th. Morgan Stanley reduced their price target on Exelon from $53.00 to $50.00 and set an "equal weight" rating on the stock in a research note on Friday, September 18th. Finally, KeyCorp upgraded Exelon from an "underweight" rating to a "sector weight" rating in a report on Monday. Four equities research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $49.33.

Exelon 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.

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