Mitsubishi UFJ Asset Management Co. Ltd. Purchases 92,592 Shares of Exelon Corporation $EXC

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Exelon Corporation (NASDAQ:EXC) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,215,285 shares of the company’s stock after acquiring an additional 92,592 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Exelon were worth $97,295,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of EXC. Optima Capital LLC purchased a new stake in Exelon during the 4th quarter worth approximately $25,000. LRI Investments LLC grew its position 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 purchasing an additional 392 shares during the last quarter. Beacon Financial Strategies CORP purchased a new stake in Exelon during the 4th quarter worth approximately $26,000. Root Financial Partners LLC purchased a new stake in Exelon during the 3rd quarter worth approximately $30,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in Exelon during the 3rd quarter worth approximately $32,000. Hedge funds and other institutional investors own 80.92% of the company’s stock.

Exelon News Roundup

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q1 beat and revenue growth — Exelon reported Q1 EPS of $0.91 (above estimates) and revenue of $7.24B, up ~7.9% year-over-year, signaling resilient fundamentals and helping justify current valuation. Exelon Reports First Quarter 2026 Results
• Positive Sentiment: Stronger demand outlook — Reuters notes Exelon topped quarterly estimates and is raising its capex plan to address increased data-center demand, which supports longer-term growth and higher regulated utility investment. Utility Exelon tops quarterly estimates, higher rates, power demand
• Positive Sentiment: Regulatory / customer goodwill — ComEd (an Exelon utility) won a national energy-efficiency award for programs that lower customer bills, supporting regulatory relationships and reputational capital. ComEd Energy Efficiency Program Receives National Recognition From Energy Coalition
• Neutral Sentiment: Guidance affirmed but range is close to consensus — Exelon reiterated FY2026 EPS guidance of $2.810–$2.910 (consensus ~2.85), which limits upside surprise potential while confirming stability. Exelon Affirms 2026 Outlook Amid Q1 Earnings Update
• Neutral Sentiment: Capex rework and cost-savings plan — Exelon says it is reshuffling parts of its capex plan citing affordability and is targeting $350M in savings; this may help near-term cash flow but could temper growth cadence. Citing Affordability Concerns, Exelon Shuffles Capex Plan and Eyes $350M in Savings
• Negative Sentiment: Insider selling disclosed — CEO Calvin Butler disclosed a 10b5-1 plan to sell ~246,000 shares through 2026; investors sometimes view scheduled insider sales as a negative signal for near-term confidence or valuation. Exelon CEO’s 10b5-1 Plan to Sell 246,000 Shares by 2026 Raises Questions

Analysts Set New Price Targets

Several analysts have weighed in on EXC shares. UBS Group boosted their target price on shares of Exelon from $48.00 to $51.00 and gave the stock a “neutral” rating in a research report on Friday, February 20th. Mizuho set a $48.00 target price on shares of Exelon and gave the stock a “neutral” rating in a research report on Friday, April 17th. Wolfe Research downgraded shares of Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. JPMorgan Chase & Co. upped their price objective on shares of Exelon from $48.00 to $53.00 and gave the company a “neutral” rating in a report on Thursday, March 12th. Finally, Morgan Stanley dropped their price objective on shares of Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Four equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Exelon presently has an average rating of “Hold” and a consensus price target of $50.47.

Exelon Stock Performance

EXC opened at $44.41 on Friday. The company has a debt-to-equity ratio of 1.65, a current ratio of 0.94 and a quick ratio of 0.84. The stock has a market cap of $45.44 billion, a P/E ratio of 16.27, a P/E/G ratio of 2.61 and a beta of 0.32. The firm has a fifty day moving average price of $48.12 and a 200 day moving average price of $46.25. Exelon Corporation has a 1 year low of $41.71 and a 1 year high of $50.65.

Exelon (NASDAQ:EXC) last released 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 $0.88 by $0.03. Exelon had a net margin of 11.21% and a return on equity of 9.83%. The firm had revenue of $7.24 billion for the quarter, compared to analysts’ expectations of $6.93 billion. During the same quarter last year, the company earned $0.92 EPS. The firm’s revenue for the quarter was up 7.9% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Equities research analysts anticipate that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Thursday, June 4th will be given 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 3.8%. Exelon’s dividend payout ratio is currently 61.54%.

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.