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Capital World Investors Purchases New Shares in Exelon Corporation $EXC

Exelon logo with Utilities background
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Key Points

  • Capital World Investors bought 1,113,122 shares of Exelon (≈$50.1 million), giving it roughly 0.11% ownership while institutional investors own about 80.92% of the stock.
  • Exelon beat quarterly EPS estimates ($0.59 vs. $0.55) despite a 1.1% revenue decline year-over-year and set FY2026 guidance of 2.810–2.910 EPS (analysts expect ~2.64).
  • The company raised its quarterly dividend to $0.42 ($1.68 annual, 3.4% yield), and several analysts have lifted price targets while the consensus rating remains a Hold with a target near $50.93.
  • MarketBeat previews the top five stocks to own by May 1st.

Capital World Investors purchased a new stake in shares of Exelon Corporation (NASDAQ:EXC - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,113,122 shares of the company's stock, valued at approximately $50,102,000. Capital World Investors owned about 0.11% of Exelon at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LRI Investments LLC grew 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 worth $26,000 after buying an additional 392 shares during the period. Root Financial Partners LLC acquired a new position in Exelon in the third quarter valued at approximately $30,000. Elevation Point Wealth Partners LLC acquired a new position in Exelon in the second quarter valued at approximately $29,000. Steigerwald Gordon & Koch Inc. bought a new position in Exelon in the third quarter valued at approximately $32,000. Finally, Motco boosted its stake in Exelon by 1,008.7% in the third quarter. Motco now owns 765 shares of the company's stock valued at $34,000 after acquiring an additional 696 shares during the last quarter. 80.92% of the stock is owned by institutional investors.

Exelon Trading Up 1.3%

NASDAQ EXC opened at $49.48 on Friday. Exelon Corporation has a 52 week low of $41.71 and a 52 week high of $49.88. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.84 and a current ratio of 0.92. The stock's 50 day moving average price is $46.00 and its two-hundred day moving average price is $45.38. The stock has a market capitalization of $50.61 billion, a price-to-earnings ratio of 18.12, a PEG ratio of 2.84 and a beta of 0.45.

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

Exelon Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, March 2nd will be given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 3.4%. This is an increase from Exelon's previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Monday, March 2nd. Exelon's payout ratio is 61.54%.

Analysts Set New Price Targets

Several analysts have commented on EXC shares. Wells Fargo & Company upped their target price on shares of Exelon from $51.00 to $53.00 and gave the company an "overweight" rating in a research report on Friday, February 13th. Wall Street Zen upgraded Exelon from a "sell" rating to a "hold" rating in a research report on Sunday, February 22nd. BMO Capital Markets lifted their price objective on Exelon from $49.00 to $51.00 and gave the stock an "outperform" rating in a research note on Friday, February 13th. Mizuho upped their price objective on Exelon from $47.00 to $51.00 and gave the company an "outperform" rating in a report on Friday, February 13th. Finally, Royal Bank Of Canada started coverage on Exelon in a research note on Wednesday, January 7th. They issued a "sector perform" rating and a $51.00 target price on the stock. Eight equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus target price of $50.93.

View Our Latest Stock Report on Exelon

Exelon 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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Want to see what other hedge funds are holding EXC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Exelon Corporation (NASDAQ:EXC - Free Report).

Institutional Ownership by Quarter for Exelon (NASDAQ:EXC)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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