Zacks Research Issues Positive Outlook for Exelon Earnings

Key Points

• Zacks Research has raised Exelon's Q1 2026 earnings estimate to $0.94 per share, up from a prior estimate of $0.91, while the full-year estimate stands at $2.64 per share.
• The company reported Q2 earnings of $0.39 per share, surpassing the consensus estimate of $0.37, despite revenues slightly missing expectations at $5.43 billion.
• Exelon has declared a quarterly dividend of $0.40 per share, representing an annualized yield of 3.7%, with a payout ratio of 60.84%.

Exelon Corporation (NASDAQ:EXC - Free Report) - Equities research analysts at Zacks Research lifted their Q1 2026 earnings per share (EPS) estimates for Exelon in a note issued to investors on Thursday, September 4th. Zacks Research analyst Team now anticipates that the company will post earnings of $0.94 per share for the quarter, up from their previous forecast of $0.91. The consensus estimate for Exelon's current full-year earnings is $2.64 per share. Zacks Research also issued estimates for Exelon's Q4 2026 earnings at $0.71 EPS and Q1 2027 earnings at $0.92 EPS.

Several other equities analysts also recently weighed in on the company. Morgan Stanley reiterated an "outperform" rating on shares of Exelon in a research report on Thursday, August 21st. UBS Group restated a "neutral" rating and set a $48.00 price objective (up from $47.00) on shares of Exelon in a research report on Friday, July 11th. Finally, KeyCorp decreased their price objective on Exelon from $39.00 to $37.00 and set an "underweight" rating on the stock in a research report on Wednesday, July 16th. Five analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $47.20.

Exelon Stock Performance

NASDAQ EXC traded up $0.09 on Friday, hitting $43.43. 4,422,605 shares of the company traded hands, compared to its average volume of 5,341,310. The company has a market capitalization of $43.86 billion, a price-to-earnings ratio of 16.51, a P/E/G ratio of 2.55 and a beta of 0.41. The company has a current ratio of 0.95, a quick ratio of 0.85 and a debt-to-equity ratio of 1.66. The business's 50 day moving average price is $44.00 and its 200-day moving average price is $44.22. Exelon has a 52-week low of $35.94 and a 52-week high of $48.11.

Exelon (NASDAQ:EXC - Get Free Report) last issued its quarterly earnings data on Thursday, July 31st. The company reported $0.39 EPS for the quarter, topping the consensus estimate of $0.37 by $0.02. The company had revenue of $5.43 billion during the quarter, compared to analyst estimates of $5.47 billion. Exelon had a return on equity of 9.85% and a net margin of 11.16%.Exelon's revenue was up 1.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.47 earnings per share. Exelon has set its FY 2025 guidance at 2.640-2.740 EPS.

Exelon Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Monday, August 11th will be given a $0.40 dividend. The ex-dividend date of this dividend is Monday, August 11th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 3.7%. Exelon's dividend payout ratio (DPR) is presently 60.84%.

Institutional Trading of Exelon

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Osaic Holdings Inc. raised its stake in shares of Exelon by 19.1% during the 2nd quarter. Osaic Holdings Inc. now owns 229,017 shares of the company's stock valued at $9,961,000 after buying an additional 36,756 shares during the last quarter. Centaurus Financial Inc. purchased a new position in shares of Exelon during the 2nd quarter valued at about $201,000. Orion Porfolio Solutions LLC raised its stake in shares of Exelon by 37.8% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 25,952 shares of the company's stock valued at $1,127,000 after buying an additional 7,119 shares during the last quarter. Thrivent Financial for Lutherans increased its stake in shares of Exelon by 61.7% in the 2nd quarter. Thrivent Financial for Lutherans now owns 66,707 shares of the company's stock valued at $2,894,000 after purchasing an additional 25,458 shares in the last quarter. Finally, MASTERINVEST Kapitalanlage GmbH purchased a new position in shares of Exelon in the 2nd quarter valued at about $825,000. Institutional investors and hedge funds own 80.92% of the company's stock.

About Exelon

Exelon Corporation, a utility services holding company, engages in the energy distribution and transmission businesses in the United States and Canada. The company is involved in the purchase and regulated retail sale of electricity and natural gas, transmission and distribution of electricity, and distribution of natural gas to retail customers.