Exelon (NASDAQ:EXC) Price Target Raised to $53.00 at Wells Fargo & Company

Exelon (NASDAQ:EXC) had its target price hoisted by Wells Fargo & Company from $51.00 to $53.00 in a research report released on Friday,Benzinga reports. They currently have an overweight rating on the stock.

EXC has been the subject of several other reports. Jefferies Financial Group lowered their target price on Exelon from $57.00 to $55.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. TD Cowen began coverage on Exelon in a research report on Thursday, October 16th. They issued a “hold” rating and a $49.00 target price on the stock. Mizuho raised their target price on Exelon from $47.00 to $51.00 and gave the company an “outperform” rating in a research note on Friday. Barclays lowered their price target on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. Finally, UBS Group cut their price objective on shares of Exelon from $49.00 to $48.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. Eight research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Exelon has a consensus rating of “Hold” and an average target price of $49.93.

Exelon Stock Up 2.0%

Shares of NASDAQ:EXC opened at $48.48 on Friday. The company’s fifty day moving average is $44.11 and its two-hundred day moving average is $44.87. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.85 and a current ratio of 0.92. Exelon has a 1-year low of $41.71 and a 1-year high of $48.72. The stock has a market capitalization of $48.98 billion, a price-to-earnings ratio of 17.76, a price-to-earnings-growth ratio of 2.78 and a beta of 0.45.

Exelon (NASDAQ:EXC) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $5.41 billion during the quarter, compared to the consensus estimate of $5.42 billion. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The company’s revenue for the quarter was down 1.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Equities analysts anticipate that Exelon will post 2.64 EPS for the current year.

Exelon Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, March 2nd will be paid a dividend of $0.42 per share. This is an increase from Exelon’s previous quarterly dividend of $0.40. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date is Monday, March 2nd. Exelon’s dividend payout ratio (DPR) is presently 57.35%.

Hedge Funds Weigh In On Exelon

Several large investors have recently bought and sold shares of EXC. Allianz Asset Management GmbH increased its holdings in shares of Exelon by 170.8% during the 3rd quarter. Allianz Asset Management GmbH now owns 4,504,366 shares of the company’s stock worth $202,742,000 after purchasing an additional 2,841,118 shares during the period. ATLAS Infrastructure Partners UK Ltd. grew its position in Exelon by 3.6% during the second quarter. ATLAS Infrastructure Partners UK Ltd. now owns 6,003,808 shares of the company’s stock worth $260,685,000 after buying an additional 208,242 shares in the last quarter. Maryland State Retirement & Pension System increased its stake in Exelon by 3.0% during the third quarter. Maryland State Retirement & Pension System now owns 987,350 shares of the company’s stock valued at $44,441,000 after acquiring an additional 28,443 shares during the period. First Citizens Bank & Trust Co. acquired a new position in Exelon in the 3rd quarter valued at approximately $10,875,000. Finally, Exchange Traded Concepts LLC lifted its position in shares of Exelon by 92.9% in the 3rd quarter. Exchange Traded Concepts LLC now owns 53,711 shares of the company’s stock worth $2,418,000 after acquiring an additional 25,863 shares during the period. Institutional investors and hedge funds own 80.92% of the company’s stock.

Key Headlines Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Exelon reported $0.59 EPS (above consensus) and launched FY2026 guidance of $2.81–$2.91, signaling stronger underlying power markets and rate benefits. BusinessWire: Q4 & 2026 Outlook
• Positive Sentiment: Analyst upgrades — Several firms raised price targets (Wells Fargo to $53, Mizuho to $51, BMO to $51) and reiterated overweight/outperform views, supporting near-term upside. Benzinga: Analyst Coverage The Fly: Mizuho
• Positive Sentiment: Dividend raise — Exelon increased its quarterly dividend to $0.42 (5% increase), boosting income appeal and supporting yield-sensitive investors. (Ex‑dividend: Mar 2; pay date: Mar 13)
• Positive Sentiment: Transmission project approved — PJM Board advanced a ~220‑mile, 765‑kV transmission line co‑sponsored with NextEra, supporting long‑term transmission revenue and grid reliability opportunities. PR Newswire: PJM Approval
• Positive Sentiment: Electrification & AI tailwinds — Analysts/commentary highlight Exelon as a play on electrification and demand from AI data centers, reinforcing the company’s long‑term growth narrative. Seeking Alpha: Electrification/AI Tailwinds
• Neutral Sentiment: Capex / growth plan — Exelon unveiled a $41.3B infrastructure investment plan through 2029, which supports growth but increases near‑term capital intensity. Zacks: Capex Plan
• Neutral Sentiment: Revenue and call details — Revenue slightly missed expectations ($5.41B vs $5.42B) and management hosted an earnings call; read the transcript for detail on generation, commodity exposure and rate assumptions. MSN: Earnings Transcript
• Neutral Sentiment: Short‑interest note — Recent short‑interest data in feeds appears anomalous/zero and is not a meaningful signal for today’s move.
• Negative Sentiment: YoY profit decline — EPS declined versus the prior year (Q4: $0.59 vs $0.64 a year ago), a reminder that beat was driven by mix/rates rather than higher volume; monitor commodity and weather sensitivity. BusinessWire: Results

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.