Exelon (NASDAQ:EXC) Updates FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.810-2.910 for the period, compared to the consensus EPS estimate of 2.860. The company issued revenue guidance of -.

Exelon Stock Up 1.1%

EXC traded up $0.49 during midday trading on Friday, reaching $46.08. The company’s stock had a trading volume of 4,401,826 shares, compared to its average volume of 8,710,897. The firm has a market capitalization of $47.14 billion, a price-to-earnings ratio of 16.87, a PEG ratio of 2.85 and a beta of 0.31. The company has a current ratio of 0.94, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Exelon has a 1 year low of $42.58 and a 1 year high of $50.65. The stock’s 50-day moving average is $46.32 and its 200-day moving average is $46.59.

Exelon (NASDAQ:EXC) last released its quarterly earnings results on Thursday, July 30th. The company reported $0.43 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.01). Exelon had a return on equity of 9.83% and a net margin of 11.21%.The company had revenue of $5.97 billion during the quarter, compared to the consensus estimate of $5.44 billion. During the same period in the previous year, the firm posted $0.39 earnings per share. The company’s revenue was up 10.0% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, research analysts expect that Exelon will post 2.86 EPS for the current year.

Exelon Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, September 4th will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 3.6%. The ex-dividend date is Friday, September 4th. Exelon’s dividend payout ratio (DPR) is currently 61.54%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Jefferies Financial Group downgraded shares of Exelon from a “buy” rating to a “hold” rating and decreased their target price for the company from $55.00 to $50.00 in a research note on Monday, April 20th. Morgan Stanley decreased their target price on Exelon from $56.00 to $55.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. Wells Fargo & Company set a $50.00 price objective on Exelon in a report on Tuesday, April 21st. Barclays lowered shares of Exelon from an “overweight” rating to an “equal weight” rating and cut their target price for the stock from $50.00 to $49.00 in a research report on Friday, April 17th. Finally, Truist Financial upped their price target on Exelon from $49.00 to $50.00 and gave the company a “hold” rating in a report on Thursday, July 16th. Four equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $50.33.

Key Stories Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Exelon reported second-quarter adjusted earnings of $0.43 per share, up from $0.39 a year earlier and broadly in line with expectations. Revenue increased 10% year over year to $5.97 billion, beating estimates of $5.44 billion, helped by higher utility rates and strong operational performance. Exelon’s Q2 Earnings In Line With Estimates, Revenues Rise Y/Y
• Positive Sentiment: Management reaffirmed its fiscal 2026 adjusted EPS guidance of $2.81 to $2.91, centered near the analyst consensus of $2.86. It also maintained its five-year, $41 billion capital investment plan through 2029, supporting the long-term regulated utility growth outlook. Exelon maintains 2029 investment plan after screening data-center requests
• Neutral Sentiment: The quarter was generally consistent with expectations: adjusted EPS matched the consensus in some reports but was one cent below other estimates. Exelon’s low-beta utility profile and stable investment program may appeal to defensive investors, although the stock has underperformed the broader market over the past year. Are Wall Street Analysts Predicting Exelon Stock Will Climb or Sink?
• Negative Sentiment: Exelon reduced its overall data-center demand pipeline by 16% after screening customer requests, as opposition to AI-related facilities grows in the United States. The change weakens a potential source of incremental electricity demand, even though the company said it will retain its broader capital plan. Exelon’s Data Center Pipeline Cut as AI Projects Face Pushback

Institutional Trading of Exelon

Several institutional investors and hedge funds have recently bought and sold shares of EXC. Lazard Asset Management LLC boosted its holdings in shares of Exelon by 32.9% in the 3rd quarter. Lazard Asset Management LLC now owns 22,446,103 shares of the company’s stock valued at $1,010,299,000 after buying an additional 5,554,494 shares during the last quarter. State Street Corp lifted its position in shares of Exelon by 4.0% in the fourth quarter. State Street Corp now owns 66,623,103 shares of the company’s stock valued at $2,904,101,000 after buying an additional 2,550,786 shares during the last quarter. Man Group plc increased its holdings in shares of Exelon by 99.4% during the 2nd quarter. Man Group plc now owns 3,034,725 shares of the company’s stock worth $131,768,000 after acquiring an additional 1,512,552 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Exelon by 11.5% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,831,973 shares of the company’s stock valued at $602,936,000 after purchasing an additional 1,426,401 shares during the last quarter. Finally, Squarepoint Ops LLC boosted its position in Exelon by 1,308.4% during the third quarter. Squarepoint Ops LLC now owns 1,516,126 shares of the company’s stock worth $68,241,000 after purchasing an additional 1,408,478 shares during the period. Institutional investors own 80.92% of the company’s stock.

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.