Sumitomo Mitsui Trust Group Inc. Has $116.30 Million Stock Position in Exelon Corporation $EXC

Key Points

• Sumitomo Mitsui Trust Group increased its stake in Exelon by 3.8% during Q4 to 2,667,995 shares, a position worth about $116.30 million (≈0.26% of the company) per its latest 13F filing.
• Exelon beat Q4 EPS estimates ($0.59 vs. $0.55), set FY2026 guidance of 2.810–2.910 EPS, and currently carries an average analyst rating of "Hold" with a $51.47 target.
• The company raised its quarterly dividend to $0.42 (annualized $1.68) for a ~3.5% yield, while institutional investors own about 80.9% of the stock.

Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Exelon Corporation (NASDAQ:EXC - Free Report) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,667,995 shares of the company's stock after purchasing an additional 96,464 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 0.26% of Exelon worth $116,298,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. LRI Investments LLC grew its holdings in shares of Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company's stock worth $26,000 after purchasing an additional 392 shares in the last quarter. Beacon Financial Strategies CORP acquired a new stake in Exelon in the fourth quarter valued at about $26,000. Root Financial Partners LLC acquired a new stake in Exelon in the third quarter valued at about $30,000. Steigerwald Gordon & Koch Inc. acquired a new stake in Exelon in the third quarter valued at about $32,000. Finally, Motco boosted its stake in Exelon by 1,008.7% in the third quarter. Motco now owns 765 shares of the company's stock valued at $34,000 after buying an additional 696 shares in the last quarter. 80.92% of the stock is owned by institutional investors and hedge funds.

Exelon Price Performance

Exelon stock opened at $48.15 on Tuesday. 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 company has a market capitalization of $49.27 billion, a PE ratio of 17.64, a P/E/G 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. The stock has a 50-day moving average price of $48.03 and a two-hundred day moving average price of $46.20.

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 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%.The firm's quarterly revenue was down 1.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.64 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Analysts expect that Exelon Corporation will post 2.64 EPS for the current year.

Exelon Increases Dividend

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

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. KeyCorp raised their price objective on Exelon from $39.00 to $44.00 and gave the company an "underweight" rating in a research note on Wednesday, March 4th. BMO Capital Markets raised their price objective on Exelon from $51.00 to $52.00 and gave the company an "outperform" rating in a research note on Thursday, April 2nd. Scotiabank raised their price objective on Exelon from $46.00 to $47.00 and gave the company a "sector perform" rating in a research note on Friday, February 13th. Morgan Stanley reaffirmed an "underperform" rating and issued a $51.00 price objective on shares of Exelon in a research note on Wednesday, January 21st. Finally, Wolfe Research lowered Exelon from an "outperform" rating to a "peer perform" rating in a research note on Tuesday, January 27th. Nine equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and an average target price of $51.47.

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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