Edmond DE Rothschild Holding S.A. Takes $2.57 Million Position in Exelon Corporation $EXC

Key Points

• Edmond DE Rothschild Holding acquired 55,125 Exelon shares worth approximately $2.57 million in the second quarter. Institutional investors collectively own 80.92% of Exelon.
• Analysts maintain a generally cautious outlook, with an average “Hold” rating and a consensus price target of $50.20; recent firms lowered their targets to between $41 and $49.
• Exelon reported quarterly revenue of $5.97 billion, up 10% year over year, but narrowly missed earnings expectations at $0.43 per share. The company announced a quarterly dividend of $0.42 per share, yielding about 3.7% annually.

Edmond DE Rothschild Holding S.A. acquired a new stake in Exelon Corporation (NASDAQ:EXC - Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 55,125 shares of the company's stock, valued at approximately $2,570,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of EXC. Caxton Associates LLP bought a new stake in shares of Exelon during the 1st quarter valued at $286,000. Woodline Partners LP boosted its stake in Exelon by 40.7% in the 1st quarter. Woodline Partners LP now owns 84,925 shares of the company's stock worth $3,913,000 after purchasing an additional 24,580 shares during the period. Jump Financial LLC bought a new position in Exelon in the 2nd quarter worth about $2,448,000. Gamco Investors INC. ET AL purchased a new position in Exelon during the 2nd quarter valued at about $645,000. Finally, Treasurer of the State of North Carolina grew its holdings in Exelon by 3.1% during the 2nd quarter. Treasurer of the State of North Carolina now owns 472,175 shares of the company's stock valued at $20,502,000 after buying an additional 14,240 shares in the last quarter. Institutional investors own 80.92% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on EXC. KeyCorp lowered their target price on shares of Exelon from $43.00 to $41.00 and set an "underweight" rating on the stock in a research note on Wednesday, May 13th. TD Cowen decreased their price target on shares of Exelon from $51.00 to $49.00 and set a "hold" rating on the stock in a report on Friday, May 15th. Truist Financial dropped their target price on Exelon from $50.00 to $48.00 and set a "hold" rating for the company in a research report on Thursday, August 13th. Finally, Weiss Ratings cut Exelon from a "buy (b)" rating to a "buy (b-)" rating in a report on Thursday, July 9th. Four analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $50.20.

Exelon Price Performance

EXC stock opened at $45.06 on Friday. The firm's 50-day moving average price is $46.30 and its two-hundred day moving average price is $46.71. Exelon Corporation has a 12-month low of $42.58 and a 12-month high of $50.65. The stock has a market capitalization of $46.51 billion, a price-to-earnings ratio of 16.51, a PEG ratio of 2.74 and a beta of 0.31. The company has a current ratio of 1.09, a quick ratio of 0.99 and a debt-to-equity ratio of 1.71.

Exelon (NASDAQ:EXC - Get Free Report) last issued 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 the consensus estimate of $5.44 billion. Exelon had a net margin of 10.99% and a return on equity of 9.81%. The business's revenue was up 10.0% on a year-over-year basis. 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. As a group, equities analysts predict that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, September 4th will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date is Friday, September 4th. Exelon's dividend payout ratio is currently 61.54%.

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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