Exelon (NASDAQ:EXC) Price Target Raised to $51.00 at Mizuho

Exelon (NASDAQ:EXC) had its target price hoisted by stock analysts at Mizuho from $47.00 to $51.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Mizuho’s price target would suggest a potential upside of 7.26% from the stock’s previous close.

A number of other brokerages also recently commented on EXC. BMO Capital Markets increased their price objective on shares of Exelon from $49.00 to $51.00 and gave the company an “outperform” rating in a research report on Friday. Wells Fargo & Company lowered their target price on shares of Exelon from $52.00 to $51.00 and set an “overweight” rating for the company in a research note on Tuesday, January 20th. JPMorgan Chase & Co. dropped their target price on Exelon from $50.00 to $47.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Exelon in a report on Friday, October 31st. Finally, Barclays lowered their price objective on Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. Eight investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $50.00.

Exelon Stock Performance

Shares of EXC opened at $47.55 on Friday. The stock has a 50-day simple moving average of $44.01 and a 200-day simple moving average of $44.83. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.85 and a current ratio of 0.94. The stock has a market capitalization of $48.04 billion, a PE ratio of 17.04, a PEG ratio of 2.60 and a beta of 0.45. Exelon has a 1 year low of $41.71 and a 1 year high of $48.51.

Exelon (NASDAQ:EXC) last released its earnings results on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $5.41 billion for the quarter, compared to analyst estimates of $5.42 billion. Exelon had a net margin of 11.60% and a return on equity of 10.28%. The business’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. On average, analysts predict that Exelon will post 2.64 earnings per share for the current fiscal year.

Institutional Trading of Exelon

Several institutional investors and hedge funds have recently made changes to their positions in EXC. LRI Investments LLC grew its stake in Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company’s stock worth $26,000 after buying an additional 392 shares during the last quarter. Optima Capital LLC purchased a new stake in Exelon in the fourth quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of Exelon in the fourth quarter valued at approximately $26,000. Leonteq Securities AG purchased a new position in shares of Exelon during the fourth quarter worth approximately $26,000. Finally, Root Financial Partners LLC purchased a new position in shares of Exelon during the third quarter worth approximately $30,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

Exelon News Roundup

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 earnings beat and constructive outlook: Exelon reported $0.59 EPS vs. consensus ~$0.55 and launched an FY‑2026 EPS outlook of $2.810–$2.910, which management framed as “upbeat” for 2026. This EPS beat and forward outlook are primary drivers of the share strength today. Business Wire: Exelon Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Dividend raise: Exelon declared a quarterly dividend of $0.42 (5% increase from $0.40), implying ~3.5% yield and an ex‑dividend date of March 2. The raise supports income investor demand and signals confidence in cash flow.
• Positive Sentiment: Large infrastructure plan — potential long‑term growth: Management unveiled a $41.3 billion infrastructure investment plan through 2029, which markets view as a growth catalyst if investments drive regulated earnings and long‑term cash flow. Zacks: Exelon Q4 Earnings Beat, Capex Plan Up
• Neutral Sentiment: Revenue roughly in line / slight miss: Q4 revenue was $5.41B vs. analysts’ ~$5.42B — essentially flat to a slight miss, so the headline EPS beat carries more weight than top‑line trends for the near term. MarketBeat: Q4 Results & Materials
• Neutral Sentiment: Short‑interest data appears unreliable: Reports show 0 shares and NaN changes for February — likely a data error and not meaningful market pressure.
• Negative Sentiment: Higher capex could pressure balance sheet and cash flow near term: While the $41.3B plan supports growth, investors may be concerned about funding needs given Exelon’s existing leverage (debt/equity ~1.66). Larger capital intensity could weigh on free cash flow and credit metrics if returns are slower than expected. Zacks: Capex plan details

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.