Swedbank AB Raises Stock Holdings in Exelon Corporation $EXC

Key Points

• Swedbank AB raised its stake by 3.5% in Q4 to 3,086,552 shares (about 0.31% of Exelon) valued at roughly $134.5 million, while several other institutions (Lazard, Antipodes, Allianz, Man Group, PFA) also materially increased positions, leaving institutional ownership at ~80.9%.
• Q1 results beat expectations modestly with $0.91 EPS (vs. ~$0.88–$0.89 consensus) and $7.24B revenue (vs. $6.93B), and management reaffirmed FY-2026 guidance of $2.810–$2.910 EPS.
• Analysts hold a consensus rating of “Hold” with a $50.47 average price target; the stock trades near $45 with a $46B market cap and pays a $0.42 quarterly dividend (≈3.7% yield).

Swedbank AB lifted its holdings in Exelon Corporation (NASDAQ:EXC - Free Report) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,086,552 shares of the company's stock after buying an additional 104,358 shares during the quarter. Swedbank AB owned approximately 0.31% of Exelon worth $134,543,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Lazard Asset Management LLC lifted its position in shares of Exelon by 32.9% during the third quarter. Lazard Asset Management LLC now owns 22,446,103 shares of the company's stock worth $1,010,299,000 after purchasing an additional 5,554,494 shares during the last quarter. ANTIPODES PARTNERS Ltd grew its holdings in shares of Exelon by 134,604.0% in the third quarter. ANTIPODES PARTNERS Ltd now owns 3,557,532 shares of the company's stock worth $160,137,000 after purchasing an additional 3,554,891 shares during the last quarter. Allianz Asset Management GmbH increased its stake in Exelon by 170.8% in 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. PFA Pension Forsikringsaktieselskab purchased a new position in Exelon in the 4th quarter worth about $119,749,000. Finally, Man Group plc lifted its holdings in Exelon by 99.4% during the 2nd quarter. Man Group plc now owns 3,034,725 shares of the company's stock valued at $131,768,000 after buying an additional 1,512,552 shares in the last quarter. 80.92% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have issued reports on EXC shares. Wells Fargo & Company set a $50.00 price objective on shares of Exelon in a research report on Tuesday, April 21st. Wolfe Research lowered shares of Exelon from an "outperform" rating to a "peer perform" rating in a research report on Tuesday, January 27th. Citigroup started coverage on shares of Exelon in a research note on Thursday, March 26th. They set a "buy" rating and a $58.00 price target for the company. Royal Bank Of Canada lowered their price target on Exelon from $51.00 to $48.00 and set a "sector perform" rating for the company in a report on Monday, April 20th. Finally, Truist Financial began coverage on Exelon in a research note on Monday, April 20th. They issued a "hold" rating and a $50.00 price objective on the stock. Four analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $50.47.

Exelon Stock Down 2.5%

Shares of Exelon stock opened at $45.02 on Thursday. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.92 and a quick ratio of 0.84. Exelon Corporation has a 1 year low of $41.71 and a 1 year high of $50.65. The firm's 50-day moving average is $48.21 and its two-hundred day moving average is $46.27. The stock has a market cap of $46.06 billion, a price-to-earnings ratio of 16.49, a PEG ratio of 2.68 and a beta of 0.32.

Exelon (NASDAQ:EXC - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.88 by $0.03. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The business had revenue of $7.24 billion during the quarter, compared to analyst estimates of $6.93 billion. During the same quarter in the previous year, the business posted $0.92 EPS. The company's quarterly revenue was up 7.9% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, research analysts expect that Exelon Corporation will post 2.86 earnings per share for the current fiscal year.

Exelon Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.42 per share. The ex-dividend date is Thursday, June 4th. This represents a $1.68 dividend on an annualized basis and a yield of 3.7%. Exelon's dividend payout ratio is currently 61.54%.

More Exelon News

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q1 results beat estimates on both EPS and revenue: Exelon reported $0.91 EPS vs. consensus $0.89 and revenue of $7.24B vs. $6.93B, signaling solid top-line execution and margin performance. Exelon (EXC) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management reaffirmed its FY-2026 EPS outlook (2.810–2.910), showing confidence in the company’s forward performance and reducing surprise risk. Exelon Affirms 2026 Outlook Amid Q1 Earnings Update
• Positive Sentiment: Management highlighted operational strengths and secular tailwinds (including data‑center demand), which support medium‑term growth and utility cash flows. Exelon Q1 Earnings Preview
• Neutral Sentiment: Guidance is effectively in line with Street expectations (consensus ≈2.85; company range midpoint ≈2.86), so the update is not a clear beat or miss on FY outlook. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Revenue growth was healthy (up ~7.9% YoY), supporting the narrative of stable utility earnings despite an evolving commodity and demand backdrop. Exelon Q1 Slide Deck
• Negative Sentiment: Quarterly EPS was slightly below last year (0.91 vs. 0.92) and the beat was modest, which can disappoint investors looking for accelerating earnings momentum. Exelon Reports First Quarter 2026 Results
• Negative Sentiment: Valuation and capital structure considerations (leverage metrics and recent run toward a one‑year high) may have prompted profit‑taking; some investors view the guidance as conservative relative to recent price moves. A Look At Exelon (EXC) Valuation

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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