Corient Private Wealth LP Acquires New Holdings in Exelon Corporation $EXC

Key Points

• Corient Private Wealth LP acquired 523,308 Exelon shares worth approximately $16.4 million in the second quarter, while institutional investors collectively own 80.92% of the company.
• Exelon reported quarterly revenue of $5.97 billion, up 10% year over year and above estimates, but EPS of $0.43 narrowly missed the $0.44 consensus forecast. The company maintained fiscal 2026 EPS guidance of $2.81–$2.91.
• Exelon declared a quarterly dividend of $0.42 per share, equivalent to a $1.68 annualized payout and a 3.8% yield. Analysts broadly rate the stock “Hold,” with an average price target of $50.07 versus its $43.93 share price.

Corient Private Wealth LP bought a new stake in shares of Exelon Corporation (NASDAQ:EXC - Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 523,308 shares of the company's stock, valued at approximately $16,415,000. Corient Private Wealth LP owned 0.05% of Exelon as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Motiv8 Investments LLC bought a new position in Exelon in the 4th quarter worth approximately $25,000. Leonteq Securities AG acquired a new stake in Exelon in the 4th quarter valued at approximately $26,000. SHP Wealth Management bought a new stake in Exelon during the 4th quarter valued at $26,000. Bell Investment Advisors Inc boosted its position in Exelon by 113.4% during the 1st quarter. Bell Investment Advisors Inc now owns 540 shares of the company's stock worth $26,000 after acquiring an additional 287 shares during the period. Finally, Eastern Bank acquired a new position in Exelon during the 2nd quarter worth $26,000. Institutional investors own 80.92% of the company's stock.

Exelon Trading Down 0.1%

Shares of NASDAQ:EXC opened at $43.93 on Friday. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.99 and a current ratio of 1.09. The stock has a market capitalization of $45.35 billion, a price-to-earnings ratio of 16.09, a PEG ratio of 2.66 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 company has a 50 day moving average price of $46.08 and a 200 day moving average price of $46.69.

Exelon (NASDAQ:EXC - Get Free Report) last posted its quarterly 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). Exelon had a net margin of 10.99% and a return on equity of 9.81%. The company had revenue of $5.97 billion during the quarter, compared to the consensus estimate of $5.44 billion. During the same period in the prior year, the company posted $0.39 EPS. Exelon's quarterly revenue was up 10.0% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, research analysts anticipate that Exelon Corporation will post 2.86 EPS for the current fiscal year.

Exelon Announces Dividend

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

Wall Street Analysts Forecast Growth

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