Triasima Portfolio Management inc. Purchases New Shares in Exelon Corporation $EXC

Triasima Portfolio Management inc. purchased a new stake in Exelon Corporation (NASDAQ:EXC) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 46,360 shares of the company’s stock, valued at approximately $2,021,000.

Other institutional investors have also made changes to their positions in the company. Optima Capital LLC bought a new position in shares of Exelon in the fourth quarter valued at about $25,000. LRI Investments LLC raised its holdings in shares of Exelon by 210.8% in the third quarter. LRI Investments LLC now owns 578 shares of the company’s stock valued at $26,000 after buying an additional 392 shares during the last quarter. Beacon Financial Strategies CORP bought a new position in shares of Exelon in the fourth quarter valued at about $26,000. Root Financial Partners LLC bought a new position in shares of Exelon in the third quarter valued at about $30,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in Exelon during the 3rd quarter worth about $32,000. 80.92% of the stock is owned by institutional investors.

Exelon Stock Performance

Shares of EXC stock opened at $46.50 on Monday. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.92 and a quick ratio of 0.84. The stock has a market cap of $47.58 billion, a PE ratio of 17.03, a price-to-earnings-growth ratio of 2.70 and a beta of 0.32. The stock has a 50-day moving average of $48.30 and a 200-day moving average of $46.30. Exelon Corporation has a one year low of $41.71 and a one year high of $50.65.

Exelon (NASDAQ:EXC) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Exelon had a return on equity of 9.97% and a net margin of 11.41%.The company’s revenue for the quarter was down 1.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.64 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, sell-side analysts expect that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

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

Analyst Ratings Changes

Several analysts have weighed in on EXC shares. Wolfe Research cut Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. Truist Financial started coverage on Exelon in a report on Monday, April 20th. They set a “hold” rating and a $50.00 price objective for the company. Weiss Ratings raised Exelon from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. Scotiabank boosted their price objective on Exelon from $46.00 to $47.00 and gave the stock a “sector perform” rating in a report on Friday, February 13th. Finally, KeyCorp dropped their price objective on Exelon from $44.00 to $43.00 and set an “underweight” rating for the company in a report on Tuesday, April 21st. Four research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $50.47.

Exelon 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.