Exelon (NASDAQ:EXC – Get Free Report) had its price target hoisted by research analysts at Wells Fargo & Company from $51.00 to $53.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s target price indicates a potential upside of 9.68% from the company’s current price.
Several other equities research analysts also recently weighed in on EXC. Weiss Ratings reissued a “buy (b)” rating on shares of Exelon in a report on Friday, October 31st. Scotiabank reiterated a “sector perform” rating on shares of Exelon in a research report on Friday. Morgan Stanley reissued an “underperform” rating and set a $51.00 price objective on shares of Exelon in a research report on Wednesday, January 21st. Jefferies Financial Group lowered their price target on Exelon from $57.00 to $55.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Finally, Barclays reduced their price objective on Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research note on Thursday, January 22nd. Eight equities 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. Based on data from MarketBeat.com, Exelon presently has an average rating of “Hold” and an average price target of $50.15.
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Exelon Stock Performance
Exelon (NASDAQ:EXC – Get Free Report) last posted its earnings results on Thursday, February 12th. The company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.04. The business had revenue of $5.41 billion during the quarter, compared to the consensus estimate of $5.42 billion. Exelon had a return on equity of 10.28% and a net margin of 11.60%.The business’s quarterly revenue was down 1.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, equities research analysts expect that Exelon will post 2.64 EPS for the current year.
Institutional Trading of Exelon
Hedge funds have recently modified their holdings of the business. Optima Capital LLC acquired a new position in Exelon during the fourth quarter worth $25,000. LRI Investments LLC lifted its holdings in 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 acquiring an additional 392 shares during the period. Beacon Financial Strategies CORP purchased a new stake in shares of Exelon during the 4th quarter worth $26,000. Leonteq Securities AG acquired a new position in shares of Exelon during the 4th quarter worth $26,000. Finally, Elevation Point Wealth Partners LLC purchased a new position in shares of Exelon in the 2nd quarter valued at about $29,000. 80.92% of the stock is owned by institutional investors and hedge funds.
Exelon News Summary
Here are the key news stories impacting Exelon this week:
- Positive Sentiment: Q4 earnings beat: Exelon reported $0.59 EPS, outperforming consensus and signaling resilient margin performance. The company highlighted rising power demand and higher wholesale rates as drivers of an improved 2026 outlook. Reuters: Exelon sees strong 2026
- Positive Sentiment: Raised FY‑2026 outlook and infrastructure plan: Management set 2026 EPS guidance of $2.81–$2.91 and unveiled a $41.3B infrastructure investment plan through 2029, supporting long‑term growth and regulated earnings visibility. Zacks: Capex plan
- Positive Sentiment: Dividend increase: Exelon raised its quarterly dividend to $0.42 (5% increase), implying a ~3.5% yield — a shareholder‑friendly move that supports income investor interest.
- Positive Sentiment: Analyst upgrades / price‑target lifts: BMO Capital Markets and Mizuho raised targets to $51 and flagged an “outperform” view, providing near‑term buy‑side momentum. The Fly: BMO raises PT Benzinga: Mizuho raises PT
- Neutral Sentiment: Revenue modest miss: Q4 revenue was roughly flat/ down ~1.1% YoY and slightly missed some estimates, indicating demand is improving but not uniformly across segments. Exelon press release
- Neutral Sentiment: Guidance context: The 2026 EPS range overlaps consensus — upside tied to commodity prices and wholesale rates, downside if rates or demand underperform. Investors should watch commodity exposure and regulatory/regional demand trends.
- Negative Sentiment: Mixed quarter vs. prior year: GAAP EPS of $0.59 was below last year’s $0.64, and revenue was slightly down YoY — metrics that temper the headline beat and warrant attention on sustainable margin drivers. MarketBeat: Q4 details
- Neutral Sentiment: Short‑interest data non‑informative: Reported short interest entries show zeros/inconsistent values and do not provide a clear signal for additional selling pressure.
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.
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