KBC Group NV Raises Stake in Exelon Corporation $EXC

Key Points

• KBC Group NV increased its stake in Exelon by 15% in Q4, acquiring 25,024 shares to hold 191,864 shares valued at about $8.36 million.
• Several major brokers (Barclays, BMO, Mizuho) downgraded EXC—pressuring the stock—but other firms like Argus and Citigroup remain positive, leaving the consensus rating at a Hold with an average price target of $51.
• Exelon raised its quarterly dividend to $0.42 (annualized $1.68, ~3.6% yield), reported an EPS beat for the quarter, and issued FY2026 guidance of $2.81–$2.91 per share.

KBC Group NV raised its holdings in Exelon Corporation (NASDAQ:EXC - Free Report) by 15.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 191,864 shares of the company's stock after acquiring an additional 25,024 shares during the period. KBC Group NV's holdings in Exelon were worth $8,363,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. LRI Investments LLC raised its holdings in shares of Exelon by 210.8% in the 3rd quarter. LRI Investments LLC now owns 578 shares of the company's stock valued at $26,000 after acquiring an additional 392 shares in the last quarter. Optima Capital LLC purchased a new stake in shares of Exelon in the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of Exelon in the 4th quarter valued at about $26,000. Root Financial Partners LLC purchased a new stake in shares of Exelon in the 3rd quarter valued at about $30,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of Exelon in the 3rd quarter valued at about $32,000. Hedge funds and other institutional investors own 80.92% of the company's stock.

Exelon News Summary

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Argus reiterated a Buy on EXC and raised its price target to $52, highlighting the company's solid recent results and projected growth — a direct positive catalyst for investor sentiment. Exelon Corporation (EXC) A Top Utility Stock Projecting Robust Growth
• Neutral Sentiment: Federal support for low‑carbon energy (reports that the administration will preserve billions for hydrogen ventures) could benefit the broader clean‑energy sector over time, but the near‑term impact on Exelon is indirect and uncertain. Trump set to preserve billions of dollars in funding for hydrogen ventures
• Neutral Sentiment: Several media pieces suggest investors might add EXC to watchlists based on valuation and utility sector dynamics, reflecting interest but not an immediate catalyst. Is Now The Time To Put Exelon NASDAQ: EXC On Your Watchlist?
• Negative Sentiment: Multiple major brokers (Barclays, BMO and Mizuho) downgraded EXC roughly the same day, citing regulatory uncertainty and fewer near‑term catalysts — a coordinated analyst pullback that is pressuring the share price. Exelon Gets Hit With a Triple Downgrade From Barclays, BMO and Mizuho
• Negative Sentiment: Barclays cut EXC from Overweight to Equal Weight and trimmed its price target to $49, signaling limited upside in the near term and contributing to selling pressure. Exelon (EXC) was downgraded to a Hold Rating at Barclays
• Negative Sentiment: BMO Capital lowered its rating citing regulatory headwinds and scarce catalysts, reinforcing the bearish analyst tone. BMO Capital downgrades Exelon (EXC)
• Negative Sentiment: Mizuho downgraded Exelon from Strong‑Buy to Hold, adding to the cluster of downgrades and likely boosting intraday volume and selling. Zacks coverage of Mizuho downgrade

Exelon Price Performance

Shares of Exelon stock opened at $47.02 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.84 and a debt-to-equity ratio of 1.66. The firm has a market capitalization of $48.11 billion, a PE ratio of 17.22, a price-to-earnings-growth ratio of 2.76 and a beta of 0.41. The business's 50-day moving average price is $48.33 and its 200-day moving average price is $46.28. 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 announced its quarterly earnings data on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.55 by $0.04. Exelon had a return on equity of 9.97% and a net margin of 11.41%.Exelon's quarterly revenue was down 1.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Sell-side analysts forecast 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 was paid on Friday, March 13th. Investors 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 3.6%. The ex-dividend date was Monday, March 2nd. This is a positive change from Exelon's previous quarterly dividend of $0.40. Exelon's dividend payout ratio is 61.54%.

Analysts Set New Price Targets

EXC has been the topic of several recent analyst reports. Jefferies Financial Group lowered their price target on Exelon from $57.00 to $55.00 and set a "buy" rating on the stock in a report on Tuesday, January 27th. Mizuho set a $48.00 price target on Exelon and gave the company a "neutral" rating in a report on Friday. Citigroup initiated coverage on Exelon in a report on Thursday, March 26th. They issued a "buy" rating and a $58.00 price target on the stock. Scotiabank raised their price target on Exelon from $46.00 to $47.00 and gave the company a "sector perform" rating in a report on Friday, February 13th. Finally, Barclays cut Exelon from an "overweight" rating to an "equal weight" rating and lowered their price target for the company from $50.00 to $49.00 in a report on Friday. Six equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $51.00.

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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