Exelon (NASDAQ:EXC) Trading 8% Higher After Earnings Beat

Exelon Corporation (NASDAQ:EXC)’s stock price rose 8% during mid-day trading on Thursday following a stronger than expected earnings report. The company traded as high as $47.80 and last traded at $48.00. Approximately 9,129,399 shares changed hands during trading, an increase of 16% from the average daily volume of 7,889,917 shares. The stock had previously closed at $44.45.

The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.52 by $0.07. Exelon had a return on equity of 10.28% and a net margin of 11.60%.During the same quarter in the prior year, the firm earned $0.64 earnings per share. The business’s revenue was down 1.1% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS.

Key Headlines Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 EPS beat expectations — Exelon reported $0.59 EPS, topping the consensus estimate and the Zacks target, which helped drive investor optimism. Exelon (EXC) Tops Q4 Earnings Estimates
• Positive Sentiment: Company initiated 2026 guidance with a solid range — Exelon set FY2026 EPS guidance of $2.81–$2.91, implying growth vs. the prior year and a midpoint above recent analyst consensus; management framed 2026 as strong. Exelon Reports Fourth Quarter and Full Year 2025 Results and Initiates 2026 Financial Outlook
• Positive Sentiment: Management cites favorable market drivers — Company commentary and coverage point to higher interest/rate environments and increased customer demand as contributors to stronger 2026 outlook. Exelon sees strong 2026, tops quarterly estimates on higher rates, demand
• Neutral Sentiment: Full release and metrics available — The company posted its formal press release and slide deck with details on operations, guidance, and financials for investors to review. View Press Release
• Neutral Sentiment: Analyst writeups and metric comparisons — Coverage is available that breaks down Q4 metrics versus estimates and year‑ago figures for deeper context. Exelon (EXC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Revenue and EPS were down year‑over‑year — Revenue fell ~1.1% and Q4 EPS declined from $0.64 a year ago to $0.59, which could temper longer‑term growth expectations despite the beat. Exelon: Q4 Earnings Snapshot

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. KeyCorp set a $39.00 price target on Exelon in a research note on Friday, December 12th. BTIG Research assumed coverage on shares of Exelon in a research note on Tuesday, October 21st. They set a “neutral” rating for the company. JPMorgan Chase & Co. decreased their price objective on Exelon from $50.00 to $47.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Morgan Stanley reissued an “underperform” rating and issued a $51.00 price target on shares of Exelon in a research report on Wednesday, January 21st. Finally, UBS Group dropped their target price on shares of Exelon from $49.00 to $48.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Seven analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $49.38.

Institutional Investors Weigh In On Exelon

A number of hedge funds and other institutional investors have recently made changes to their positions in EXC. Vanguard Group Inc. raised its position in Exelon by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 131,118,541 shares of the company’s stock valued at $5,715,457,000 after buying an additional 595,555 shares during the last quarter. State Street Corp increased its holdings in Exelon by 4.0% in the 2nd quarter. State Street Corp now owns 64,077,850 shares of the company’s stock valued at $2,782,260,000 after buying an additional 2,491,064 shares during the period. Geode Capital Management LLC increased its stake in shares of Exelon by 3.4% in the second quarter. Geode Capital Management LLC now owns 27,958,588 shares of the company’s stock valued at $1,209,229,000 after buying an additional 931,897 shares during the period. Lazard Asset Management LLC boosted its stake 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 purchasing an additional 5,554,494 shares during the last quarter. Finally, Deutsche Bank AG increased its position in Exelon by 2.9% in the 4th quarter. Deutsche Bank AG now owns 20,964,736 shares of the company’s stock valued at $913,853,000 after buying an additional 595,655 shares in the last quarter. 80.92% of the stock is currently owned by institutional investors and hedge funds.

Exelon Price Performance

The firm has a market capitalization of $48.85 billion, a PE ratio of 17.32, a price-to-earnings-growth ratio of 2.61 and a beta of 0.45. The company has a current ratio of 0.94, a quick ratio of 0.85 and a debt-to-equity ratio of 1.66. The business has a 50-day moving average of $43.94 and a 200 day moving average of $44.81.

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.