LSV Asset Management Trims Holdings in Exelon Corporation $EXC

LSV Asset Management trimmed its stake in Exelon Corporation (NASDAQ:EXC) by 9.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 157,000 shares of the company’s stock after selling 16,400 shares during the period. LSV Asset Management’s holdings in Exelon were worth $6,844,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Optima Capital LLC purchased a new stake in shares of Exelon in the 4th quarter valued at approximately $25,000. LRI Investments LLC raised its stake in shares of Exelon by 210.8% in the 3rd quarter. LRI Investments LLC now owns 578 shares of the company’s stock valued at $26,000 after acquiring an additional 392 shares during the period. Beacon Financial Strategies CORP purchased a new stake in shares of Exelon in the 4th quarter valued at approximately $26,000. Leonteq Securities AG purchased a new stake in shares of Exelon in the 4th quarter valued at approximately $26,000. Finally, Root Financial Partners LLC purchased a new stake in shares of Exelon in the 3rd quarter valued at approximately $30,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Scotiabank boosted their price target on shares of Exelon from $46.00 to $47.00 and gave the company a “sector perform” rating in a research note on Friday, February 13th. Morgan Stanley reduced their price target on shares of Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 21st. JPMorgan Chase & Co. boosted their price target on shares of Exelon from $48.00 to $53.00 and gave the company a “neutral” rating in a research note on Thursday, March 12th. Wells Fargo & Company set a $50.00 price target on shares of Exelon in a research note on Tuesday, April 21st. Finally, Royal Bank Of Canada cut their target price on shares of Exelon from $51.00 to $48.00 and set a “sector perform” rating on the stock in a research note on Monday, April 20th. Four equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $50.33.

Exelon Price Performance

Exelon stock opened at $46.03 on Wednesday. The firm has a market cap of $47.10 billion, a PE ratio of 16.86, a price-to-earnings-growth ratio of 2.68 and a beta of 0.32. Exelon Corporation has a 52-week low of $42.11 and a 52-week high of $50.65. The company has a quick ratio of 0.85, a current ratio of 0.94 and a debt-to-equity ratio of 1.65. The company’s 50 day moving average is $47.00 and its two-hundred day moving average is $46.02.

Exelon (NASDAQ:EXC) last released its earnings results on Wednesday, May 6th. The company reported $0.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.88 by $0.03. The company had revenue of $7.24 billion for the quarter, compared to analyst estimates of $6.93 billion. Exelon had a net margin of 11.21% and a return on equity of 9.83%. The firm’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.92 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, research analysts expect that Exelon Corporation will post 2.86 EPS for the current fiscal year.

Exelon Announces Dividend

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

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.