Exelon (NASDAQ:EXC) Releases FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.810-2.910 for the period, compared to the consensus earnings per share estimate of 2.830. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Barclays decreased their price target on shares of Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research note on Thursday, January 22nd. Wolfe Research cut shares of Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. Jefferies Financial Group reduced their price target on Exelon from $57.00 to $55.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Morgan Stanley reiterated an “underperform” rating and issued a $51.00 target price on shares of Exelon in a research note on Wednesday, January 21st. Finally, BTIG Research initiated coverage on shares of Exelon in a report on Tuesday, October 21st. They set a “neutral” rating on the stock. Seven research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Exelon has an average rating of “Hold” and a consensus target price of $49.38.

Exelon Trading Down 0.4%

EXC stock opened at $44.45 on Thursday. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.94 and a quick ratio of 0.85. The business has a 50 day simple moving average of $43.94 and a two-hundred day simple moving average of $44.81. Exelon has a 1-year low of $40.81 and a 1-year high of $48.51. The company has a market capitalization of $44.91 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 2.61 and a beta of 0.45.

Exelon (NASDAQ:EXC) last posted its earnings results on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.52 by $0.07. Exelon had a net margin of 11.60% and a return on equity of 10.28%. The business’s revenue was down 1.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Research analysts anticipate that Exelon will post 2.64 EPS for the current fiscal year.

Hedge Funds Weigh In On Exelon

Institutional investors have recently bought and sold shares of the business. Lazard Asset Management LLC grew its stake in shares of Exelon by 32.9% during the third quarter. Lazard Asset Management LLC now owns 22,446,103 shares of the company’s stock worth $1,010,299,000 after acquiring an additional 5,554,494 shares during the last quarter. Man Group plc grew its position in Exelon by 99.4% during the 2nd quarter. Man Group plc now owns 3,034,725 shares of the company’s stock worth $131,768,000 after purchasing an additional 1,512,552 shares during the period. Squarepoint Ops LLC raised its position in 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. AQR Capital Management LLC increased its holdings in shares of Exelon by 45.9% during the 3rd quarter. AQR Capital Management LLC now owns 3,921,231 shares of the company’s stock valued at $174,652,000 after purchasing an additional 1,234,137 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in Exelon by 83.1% in the second quarter. Ameriprise Financial Inc. now owns 2,680,255 shares of the company’s stock valued at $116,387,000 after buying an additional 1,216,535 shares in the last quarter. 80.92% of the stock is owned by hedge funds and other institutional investors.

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.