Exelon Corporation $EXC Shares Purchased by BNP Paribas Financial Markets

Key Points

• BNP Paribas increased its stake — BNP Paribas Financial Markets raised holdings in Exelon by 14.8% to 1,925,943 shares (about 0.19% of the company, ~$86.7M), and institutional investors/hedge funds own roughly 80.92% of the stock.
• Quarterly beat and FY guidance — Exelon reported $0.59 EPS vs. $0.55 expected and set FY2026 guidance of $2.810–2.910 EPS, while analysts’ consensus is a "Hold" with an average target of $50.93 (street estimate ~2.64 EPS for the year).
• Dividend raised — The company increased its quarterly dividend to $0.42 (annualized $1.68) for a ~3.4% yield; the ex-dividend date is March 2 and payment is March 13.

BNP Paribas Financial Markets raised its holdings in Exelon Corporation (NASDAQ:EXC - Free Report) by 14.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,925,943 shares of the company's stock after acquiring an additional 248,961 shares during the period. BNP Paribas Financial Markets owned approximately 0.19% of Exelon worth $86,687,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Van ECK Associates Corp lifted its stake in Exelon by 9.4% in the 3rd quarter. Van ECK Associates Corp now owns 380,338 shares of the company's stock worth $17,119,000 after purchasing an additional 32,774 shares in the last quarter. Capital Research Global Investors grew its position in shares of Exelon by 0.9% in the third quarter. Capital Research Global Investors now owns 3,268,339 shares of the company's stock valued at $147,108,000 after purchasing an additional 28,968 shares in the last quarter. Capital World Investors acquired a new stake in shares of Exelon in the third quarter valued at approximately $50,102,000. Capital International Inc. CA purchased a new position in Exelon during the third quarter worth approximately $1,206,000. Finally, Bank of Montreal Can lifted its position in Exelon by 3.4% during the third quarter. Bank of Montreal Can now owns 2,770,974 shares of the company's stock worth $124,722,000 after buying an additional 91,117 shares in the last quarter. 80.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have issued reports on EXC shares. Scotiabank upped their target price on Exelon from $46.00 to $47.00 and gave the company a "sector perform" rating in a report on Friday, February 13th. JPMorgan Chase & Co. lifted their price target on Exelon from $48.00 to $53.00 and gave the stock a "neutral" rating in a report on Thursday. Wells Fargo & Company boosted their price target 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. Morgan Stanley reissued an "underperform" rating and issued a $51.00 price objective on shares of Exelon in a report on Wednesday, January 21st. Finally, BMO Capital Markets raised their price objective on shares of Exelon from $49.00 to $51.00 and gave the stock an "outperform" rating in a research report on Friday, February 13th. Eight equities 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 data from MarketBeat.com, Exelon currently has a consensus rating of "Hold" and an average target price of $50.93.

Exelon Price Performance

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 stock's fifty day moving average is $46.00 and its two-hundred day moving average is $45.38. The company has a market capitalization of $50.61 billion, a P/E ratio of 18.12, a P/E/G ratio of 2.84 and a beta of 0.45. The company has a quick ratio of 0.84, a current ratio of 0.92 and a debt-to-equity ratio of 1.66.

Exelon (NASDAQ:EXC - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, topping analysts' consensus estimates of $0.55 by $0.04. Exelon had a return on equity of 9.97% and a net margin of 11.41%.The company's revenue for the quarter was down 1.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.64 earnings per share. 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 year.

Exelon Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 3.4%. This is a boost 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%.

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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