Banque Cantonale Vaudoise Raises Holdings in Exelon Corporation $EXC

Key Points

• Banque Cantonale Vaudoise boosted its stake in Exelon by 85% to 104,115 shares (about $4.69M) in Q3, while other large institutions — including Norges Bank (new ~$589.1M stake), ANTIPODES PARTNERS, Canada Pension Plan, Allianz and State Street — also significantly increased holdings, leaving institutional ownership at 80.92%.
• Exelon beat Q results (EPS $0.59 vs. $0.55), set FY2026 guidance of 2.810–2.910 EPS, raised its quarterly dividend to $0.42 (annual $1.68, 3.4% yield), and carries a consensus analyst rating of "Hold" with a $50.50 average target price.

Banque Cantonale Vaudoise boosted its holdings in shares of Exelon Corporation (NASDAQ:EXC - Free Report) by 85.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 104,115 shares of the company's stock after acquiring an additional 47,834 shares during the quarter. Banque Cantonale Vaudoise's holdings in Exelon were worth $4,687,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Exelon during the 2nd quarter worth about $589,122,000. ANTIPODES PARTNERS Ltd raised its holdings in Exelon by 134,604.0% in the 3rd quarter. ANTIPODES PARTNERS Ltd now owns 3,557,532 shares of the company's stock valued at $160,137,000 after buying an additional 3,554,891 shares during the period. Canada Pension Plan Investment Board lifted its position in Exelon by 164.3% in the second quarter. Canada Pension Plan Investment Board now owns 5,593,627 shares of the company's stock valued at $242,875,000 after buying an additional 3,476,942 shares during the last quarter. Allianz Asset Management GmbH boosted its stake in Exelon by 170.8% during the third quarter. Allianz Asset Management GmbH now owns 4,504,366 shares of the company's stock worth $202,742,000 after buying an additional 2,841,118 shares during the period. Finally, State Street Corp boosted its stake in Exelon by 4.0% during the second quarter. State Street Corp now owns 64,077,850 shares of the company's stock worth $2,782,260,000 after buying an additional 2,491,064 shares during the period. Hedge funds and other institutional investors own 80.92% of the company's stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on EXC. JPMorgan Chase & Co. reduced their price target on shares of Exelon from $50.00 to $47.00 and set a "neutral" rating on the stock in a research note on Friday, December 12th. Wall Street Zen raised shares of Exelon from a "sell" rating to a "hold" rating in a research report on Sunday, February 22nd. Scotiabank lifted their target price on shares of Exelon from $46.00 to $47.00 and gave the company a "sector perform" rating in a report on Friday, February 13th. Mizuho boosted their target price on Exelon from $47.00 to $51.00 and gave the company an "outperform" rating in a research report on Friday, February 13th. Finally, Barclays decreased their price target on Exelon from $52.00 to $50.00 and set an "overweight" rating on the stock in a research note on Thursday, January 22nd. Eight investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $50.50.

Exelon Price Performance

Exelon stock opened at $49.15 on Tuesday. The company has a current ratio of 0.92, a quick ratio of 0.84 and a debt-to-equity ratio of 1.66. The company has a fifty day simple moving average of $45.67 and a 200-day simple moving average of $45.30. The stock has a market cap of $50.28 billion, a P/E ratio of 18.00, a price-to-earnings-growth ratio of 2.88 and a beta of 0.45. Exelon Corporation has a 12-month low of $41.71 and a 12-month high of $49.88.

Exelon (NASDAQ:EXC - Get Free Report) last posted its earnings results on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. Exelon had a return on equity of 9.97% and a net margin of 11.41%.During the same period last year, the firm earned $0.64 EPS. The firm's quarterly revenue was down 1.1% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Equities analysts expect that Exelon Corporation will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Monday, March 2nd will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date is Monday, March 2nd. This is an increase from Exelon's previous quarterly dividend of $0.40. Exelon's dividend payout ratio (DPR) is currently 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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