Exelon Corporation $EXC Shares Purchased by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. increased its stake in Exelon by 21.3% in Q4, buying 547,951 shares to hold 3,121,586 shares worth about $136.07 million (≈0.31% of the company), and overall institutional ownership stands at roughly 80.92%.
• Exelon beat quarterly EPS with $0.59 versus $0.55 expected and set FY2026 guidance of $2.810–2.910 per share, while sell-side analysts on average expect about $2.64 for the year.
• Dividend and sentiment: Exelon raised its quarterly dividend to $0.42 (annualized $1.68, ~3.5% yield), and analyst coverage is mixed with an average rating of "Hold" and an average target price of $51.47.

Robeco Institutional Asset Management B.V. increased its holdings in shares of Exelon Corporation (NASDAQ:EXC - Free Report) by 21.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,121,586 shares of the company's stock after buying an additional 547,951 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.31% of Exelon worth $136,070,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Allianz Asset Management GmbH increased its stake in Exelon by 170.8% during the 3rd 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. Maryland State Retirement & Pension System increased its stake in Exelon by 3.0% during the 3rd quarter. Maryland State Retirement & Pension System now owns 987,350 shares of the company's stock worth $44,441,000 after buying an additional 28,443 shares during the period. First Citizens Bank & Trust Co. purchased a new stake in Exelon during the 3rd quarter worth approximately $10,875,000. Nordea Investment Management AB increased its stake in Exelon by 14.6% during the 4th quarter. Nordea Investment Management AB now owns 8,048,355 shares of the company's stock worth $352,397,000 after buying an additional 1,024,106 shares during the period. Finally, Exchange Traded Concepts LLC increased its stake in Exelon by 92.9% during the 3rd quarter. Exchange Traded Concepts LLC now owns 53,711 shares of the company's stock worth $2,418,000 after buying an additional 25,863 shares during the period. 80.92% of the stock is owned by hedge funds and other institutional investors.

Exelon Stock Performance

NASDAQ EXC opened at $48.57 on Monday. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.92 and a quick ratio of 0.84. The firm's fifty day moving average price is $47.94 and its 200 day moving average price is $46.17. The company has a market capitalization of $49.70 billion, a price-to-earnings ratio of 17.79, a price-to-earnings-growth ratio of 2.82 and a beta of 0.41. Exelon Corporation has a 12 month low of $41.71 and a 12 month high of $50.65.

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 analysts' consensus estimates of $0.55 by $0.04. Exelon had a net margin of 11.41% and a return on equity of 9.97%. Exelon's revenue was down 1.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, sell-side analysts expect that Exelon Corporation will post 2.64 earnings per share for the current fiscal year.

Exelon Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Monday, March 2nd were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Monday, March 2nd. This is an increase from Exelon's previous quarterly dividend of $0.40. Exelon's payout ratio is 61.54%.

Analyst Ratings Changes

A number of equities research analysts have commented on EXC shares. Wells Fargo & Company increased their price objective 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. Barclays dropped their price objective on shares of Exelon from $52.00 to $50.00 and set an "overweight" rating on the stock in a research report on Thursday, January 22nd. Mizuho increased their price objective on shares of Exelon from $47.00 to $51.00 and gave the company an "outperform" rating in a research report on Friday, February 13th. UBS Group increased their price objective on shares of Exelon from $48.00 to $51.00 and gave the company a "neutral" rating in a research report on Friday, February 20th. Finally, Scotiabank increased their price objective on shares of Exelon from $46.00 to $47.00 and gave the company a "sector perform" rating in a research report on Friday, February 13th. Nine analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, Exelon presently has an average rating of "Hold" and an average target price of $51.47.

About Exelon

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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