Mitsubishi UFJ Asset Management Co. Ltd. Boosts Stock Holdings in Exelon Corporation $EXC

Key Points

• Mitsubishi UFJ Asset Management raised its Exelon stake 4.4% in Q4 to 2,215,285 shares (about $97.3M), representing roughly 0.22% ownership.
• Exelon beat Q1 estimates with $0.91 EPS and $7.24B revenue (+7.9% YoY), affirmed FY2026 guidance of $2.81–$2.91 EPS, and declared a $0.42 quarterly dividend (≈3.8% yield).
• Market context: ~80.9% of EXC is held by institutions, analysts' consensus is a "Hold" with an average $50.47 price target, and CEO Calvin Butler has a 10b5‑1 plan to sell about 246,000 shares through 2026.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Exelon Corporation (NASDAQ:EXC - Free Report) by 4.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,215,285 shares of the company's stock after acquiring an additional 92,592 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.22% of Exelon worth $97,295,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Caxton Associates LLP purchased a new position in shares of Exelon in the 1st quarter worth $286,000. Woodline Partners LP grew its stake in shares of 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 buying an additional 24,580 shares in the last quarter. Jump Financial LLC purchased a new position in shares of Exelon in the 2nd quarter worth $2,448,000. Gamco Investors INC. ET AL purchased a new position in shares of Exelon in the 2nd quarter worth $645,000. Finally, Treasurer of the State of North Carolina grew its stake in shares of Exelon by 3.1% in the 2nd quarter. Treasurer of the State of North Carolina now owns 472,175 shares of the company's stock worth $20,502,000 after buying an additional 14,240 shares in the last quarter. 80.92% of the stock is owned by hedge funds and other institutional investors.

Exelon Trading Down 1.4%

Shares of EXC opened at $44.41 on Friday. Exelon Corporation has a 1-year low of $41.71 and a 1-year high of $50.65. The company has a 50-day moving average of $48.12 and a 200 day moving average of $46.25. The firm has a market capitalization of $45.44 billion, a price-to-earnings ratio of 16.27, a PEG ratio of 2.61 and a beta of 0.32. The company has a debt-to-equity ratio of 1.65, a current ratio of 0.94 and a quick ratio of 0.84.

Exelon (NASDAQ:EXC - Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $0.91 earnings per share for the quarter, beating analysts' consensus estimates of $0.88 by $0.03. Exelon had a net margin of 11.21% and a return on equity of 9.83%. The company had revenue of $7.24 billion during the quarter, compared to analyst estimates of $6.93 billion. During the same quarter last year, the business posted $0.92 EPS. The firm's revenue for the quarter was up 7.9% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, research analysts expect that Exelon Corporation will post 2.86 EPS for the current year.

Exelon Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Thursday, June 4th will be issued a $0.42 dividend. The ex-dividend date is Thursday, June 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.8%. Exelon's payout ratio is currently 61.54%.

Wall Street Analysts Forecast Growth

EXC has been the subject of a number of recent research reports. Jefferies Financial Group cut shares of Exelon from a "buy" rating to a "hold" rating and dropped their price objective for the stock from $55.00 to $50.00 in a research note on Monday, April 20th. KeyCorp dropped their price objective on shares of Exelon from $44.00 to $43.00 and set an "underweight" rating for the company in a research note on Tuesday, April 21st. Barclays cut shares of Exelon from an "overweight" rating to an "equal weight" rating and dropped their price objective for the stock from $50.00 to $49.00 in a research note on Friday, April 17th. UBS Group lifted their price objective on shares of Exelon from $48.00 to $51.00 and gave the stock a "neutral" rating in a research note on Friday, February 20th. Finally, Scotiabank lifted their price target on shares of Exelon from $46.00 to $47.00 and gave the stock a "sector perform" rating in a research note on Friday, February 13th. Four analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of "Hold" and an average price target of $50.47.

Trending Headlines about Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q1 beat and revenue growth — Exelon reported Q1 EPS of $0.91 (above estimates) and revenue of $7.24B, up ~7.9% year-over-year, signaling resilient fundamentals and helping justify current valuation. Exelon Reports First Quarter 2026 Results
• Positive Sentiment: Stronger demand outlook — Reuters notes Exelon topped quarterly estimates and is raising its capex plan to address increased data-center demand, which supports longer-term growth and higher regulated utility investment. Utility Exelon tops quarterly estimates, higher rates, power demand
• Positive Sentiment: Regulatory / customer goodwill — ComEd (an Exelon utility) won a national energy-efficiency award for programs that lower customer bills, supporting regulatory relationships and reputational capital. ComEd Energy Efficiency Program Receives National Recognition From Energy Coalition
• Neutral Sentiment: Guidance affirmed but range is close to consensus — Exelon reiterated FY2026 EPS guidance of $2.810–$2.910 (consensus ~2.85), which limits upside surprise potential while confirming stability. Exelon Affirms 2026 Outlook Amid Q1 Earnings Update
• Neutral Sentiment: Capex rework and cost-savings plan — Exelon says it is reshuffling parts of its capex plan citing affordability and is targeting $350M in savings; this may help near-term cash flow but could temper growth cadence. Citing Affordability Concerns, Exelon Shuffles Capex Plan and Eyes $350M in Savings
• Negative Sentiment: Insider selling disclosed — CEO Calvin Butler disclosed a 10b5-1 plan to sell ~246,000 shares through 2026; investors sometimes view scheduled insider sales as a negative signal for near-term confidence or valuation. Exelon CEO’s 10b5-1 Plan to Sell 246,000 Shares by 2026 Raises Questions

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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