First Trust Advisors LP Acquires 1,294,297 Shares of Exelon Corporation $EXC

Key Points

• First Trust Advisors LP raised its Exelon stake by 34.4%, buying 1,294,297 shares to hold 5,054,752 shares (about 0.50% of the company) valued at $227.5 million.
• Exelon beat quarterly EPS estimates ($0.59 vs. $0.55) and set FY2026 guidance of 2.810–2.910 EPS, while analyst consensus remains a "Hold" with a $50.50 target.
• Exelon increased its quarterly dividend to $0.42 (annualized $1.68) for a ~3.4% yield, with an ex-dividend date of March 2.

First Trust Advisors LP raised its holdings in shares of Exelon Corporation (NASDAQ:EXC - Free Report) by 34.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,054,752 shares of the company's stock after buying an additional 1,294,297 shares during the period. First Trust Advisors LP owned about 0.50% of Exelon worth $227,514,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Allianz Asset Management GmbH raised its stake in shares of Exelon by 170.8% during the third quarter. Allianz Asset Management GmbH now owns 4,504,366 shares of the company's stock valued at $202,742,000 after acquiring an additional 2,841,118 shares during the last quarter. ATLAS Infrastructure Partners UK Ltd. boosted its holdings in shares of Exelon by 3.6% during the second quarter. ATLAS Infrastructure Partners UK Ltd. now owns 6,003,808 shares of the company's stock worth $260,685,000 after purchasing an additional 208,242 shares during the period. Maryland State Retirement & Pension System grew its stake in shares of Exelon by 3.0% in the third quarter. Maryland State Retirement & Pension System now owns 987,350 shares of the company's stock worth $44,441,000 after purchasing an additional 28,443 shares during the last quarter. First Citizens Bank & Trust Co. purchased a new position in Exelon during the 3rd quarter valued at about $10,875,000. Finally, Exchange Traded Concepts LLC increased its holdings in Exelon by 92.9% during the 3rd quarter. Exchange Traded Concepts LLC now owns 53,711 shares of the company's stock valued at $2,418,000 after purchasing an additional 25,863 shares during the period. 80.92% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Mizuho increased their price objective on Exelon from $47.00 to $51.00 and gave the stock an "outperform" rating in a report on Friday, February 13th. Morgan Stanley reissued an "underperform" rating and set a $51.00 target price on shares of Exelon in a research note on Wednesday, January 21st. BMO Capital Markets upped their target price on Exelon from $49.00 to $51.00 and gave the company an "outperform" rating in a report on Friday, February 13th. KeyCorp raised their price target on Exelon from $39.00 to $44.00 and gave the stock an "underweight" rating in a research note on Wednesday. Finally, Wolfe Research cut shares of Exelon from an "outperform" rating to a "peer perform" rating in a report on Tuesday, January 27th. 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 MarketBeat.com, Exelon currently has a consensus rating of "Hold" and a consensus target price of $50.50.

Exelon Trading Up 1.2%

Shares of NASDAQ EXC opened at $49.36 on Friday. Exelon Corporation has a 1 year low of $41.71 and a 1 year high of $49.88. 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 has a 50-day moving average of $45.56 and a 200 day moving average of $45.26. The stock has a market cap of $50.49 billion, a P/E ratio of 18.08, a price-to-earnings-growth ratio of 2.88 and a beta of 0.45.

Exelon (NASDAQ:EXC - Get Free Report) last announced its quarterly earnings data 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 net margin of 11.41% and a return on equity of 9.97%. During the same period in the previous year, the firm earned $0.64 EPS. The company's quarterly revenue 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, sell-side analysts expect that Exelon Corporation will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

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

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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