Baillie Gifford & Co. Has $13.49 Million Stake in Exelon Corporation $EXC

Key Points

• Baillie Gifford & Co. reduced its position in Exelon by 15.5% in Q4, selling 56,761 shares and leaving 309,409 shares valued at about $13.49 million, and institutional investors now own roughly 80.9% of the stock.
• Exelon raised its quarterly dividend to $0.42 (annualized $1.68), representing a ~3.5% yield and a payout ratio near 61.5%.
• Analysts have a consensus Hold rating with an average target of $51.47; Exelon beat last quarter's EPS ($0.59 vs. $0.55 estimate) and set FY2026 guidance of 2.810–2.910 EPS.

Baillie Gifford & Co. lowered its position in Exelon Corporation (NASDAQ:EXC - Free Report) by 15.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 309,409 shares of the company's stock after selling 56,761 shares during the period. Baillie Gifford & Co.'s holdings in Exelon were worth $13,487,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. LRI Investments LLC lifted its position in shares of Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company's stock valued at $26,000 after acquiring an additional 392 shares during the period. Beacon Financial Strategies CORP acquired a new position in shares of Exelon during the 4th quarter valued at $26,000. Root Financial Partners LLC acquired a new position in shares of Exelon during the 3rd quarter valued at $30,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of Exelon during the 3rd quarter valued at $32,000. Finally, Motco lifted its position in shares of Exelon by 1,008.7% during the 3rd quarter. Motco now owns 765 shares of the company's stock valued at $34,000 after acquiring an additional 696 shares during the period. Institutional investors and hedge funds own 80.92% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on EXC. Citigroup began coverage on shares of Exelon in a research report on Thursday, March 26th. They set a "buy" rating and a $58.00 target price on the stock. BMO Capital Markets boosted their target price on shares of Exelon from $51.00 to $52.00 and gave the company an "outperform" rating in a research report on Thursday, April 2nd. Wall Street Zen upgraded shares of Exelon from a "sell" rating to a "hold" rating in a research report on Sunday, February 22nd. Mizuho boosted their target price on shares of Exelon from $47.00 to $51.00 and gave the company an "outperform" rating in a research report on Friday, February 13th. Finally, Jefferies Financial Group dropped their target price on shares of Exelon from $57.00 to $55.00 and set a "buy" rating on the stock in a research report on Tuesday, January 27th. 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. According to MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $51.47.

Exelon Stock Performance

Shares of EXC stock opened at $48.15 on Tuesday. The firm has a market capitalization of $49.27 billion, a PE ratio of 17.64, a price-to-earnings-growth ratio of 2.82 and a beta of 0.41. The firm has a fifty day simple moving average of $48.03 and a two-hundred day simple moving average of $46.20. The company has a current ratio of 0.92, a quick ratio of 0.84 and a debt-to-equity ratio of 1.66. Exelon Corporation has a 12 month low of $41.71 and a 12 month high of $50.65.

Exelon (NASDAQ:EXC - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.59 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 firm's revenue for the quarter was down 1.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.64 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Analysts forecast that Exelon Corporation will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Monday, March 2nd were paid a dividend of $0.42 per share. 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 dividend on an annualized basis and a yield of 3.5%. Exelon's dividend payout ratio (DPR) is presently 61.54%.

Exelon 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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