Exelon (NASDAQ:EXC) Releases FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.810-2.910 for the period, compared to the consensus EPS estimate of 2.850. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on EXC. Mizuho set a $48.00 price target on Exelon and gave the company a “neutral” rating in a report on Friday, April 17th. Weiss Ratings upgraded Exelon from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. Citigroup assumed coverage on Exelon in a research note on Thursday, March 26th. They set a “buy” rating and a $58.00 target price on the stock. Royal Bank Of Canada decreased their target price 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, Jefferies Financial Group lowered Exelon from a “buy” rating to a “hold” rating and dropped their price target for the stock from $55.00 to $50.00 in a research note on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $50.47.

Exelon Stock Down 0.9%

NASDAQ:EXC opened at $46.18 on Wednesday. The firm’s 50-day moving average price is $48.27 and its 200-day moving average price is $46.29. The company has a market capitalization of $47.25 billion, a PE ratio of 16.92, a P/E/G ratio of 2.70 and a beta of 0.32. 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 has a 1-year low of $41.71 and a 1-year high of $50.65.

Exelon (NASDAQ:EXC) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.02. Exelon had a net margin of 11.41% and a return on equity of 9.97%. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, equities analysts predict that Exelon will post 2.86 EPS for the current fiscal year.

Exelon Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Thursday, June 4th will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 3.6%. The ex-dividend date is Thursday, June 4th. Exelon’s dividend payout ratio (DPR) is presently 61.54%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC raised its stake in Exelon by 32.9% during the third 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 grew its stake 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 worth $2,904,101,000 after acquiring an additional 2,550,786 shares during the last quarter. Man Group plc grew its stake in shares of Exelon by 99.4% in the second 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 increased its holdings in shares of Exelon by 11.5% during the fourth 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 acquiring an additional 1,426,401 shares in the last quarter. Finally, Squarepoint Ops LLC increased its holdings in shares of Exelon by 1,308.4% during the third quarter. Squarepoint Ops LLC now owns 1,516,126 shares of the company’s stock valued at $68,241,000 after acquiring an additional 1,408,478 shares in the last quarter. Institutional investors own 80.92% of the company’s stock.

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.