Orographic Financial Advisors LLC Invests $1.13 Million in Exelon Corporation $EXC

Orographic Financial Advisors LLC purchased a new stake in Exelon Corporation (NASDAQ:EXC) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 23,020 shares of the company’s stock, valued at approximately $1,128,000.

A number of other institutional investors have also recently added to or reduced their stakes in EXC. Resonant Capital Advisors LLC raised its holdings in shares of Exelon by 2.4% during the 1st quarter. Resonant Capital Advisors LLC now owns 9,392 shares of the company’s stock worth $460,000 after acquiring an additional 217 shares during the period. PFG Investments LLC grew its holdings in shares of Exelon by 1.6% in the first quarter. PFG Investments LLC now owns 14,242 shares of the company’s stock valued at $698,000 after purchasing an additional 218 shares during the period. Texas Bank & Trust Co increased its position in Exelon by 1.5% during the first quarter. Texas Bank & Trust Co now owns 15,410 shares of the company’s stock worth $755,000 after purchasing an additional 229 shares during the last quarter. Plimoth Trust Co. LLC increased its position in Exelon by 1.8% during the fourth quarter. Plimoth Trust Co. LLC now owns 13,055 shares of the company’s stock worth $569,000 after purchasing an additional 230 shares during the last quarter. Finally, Westfuller Advisors LLC raised its stake in Exelon by 12.5% during the first quarter. Westfuller Advisors LLC now owns 2,091 shares of the company’s stock worth $103,000 after purchasing an additional 232 shares during the period. Hedge funds and other institutional investors own 80.92% of the company’s stock.

Key Headlines Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Exelon reported second-quarter adjusted earnings of $0.43 per share, up from $0.39 a year earlier, while revenue increased 10% year over year to $5.97 billion and exceeded analyst expectations. Higher utility rates and solid operational execution supported the results. Exelon’s Q2 Earnings In Line With Estimates, Revenues Rise Year Over Year
• Positive Sentiment: Management reaffirmed its fiscal 2026 adjusted EPS guidance of $2.81 to $2.91, centered around the $2.86 analyst consensus, and maintained its five-year $41 billion capital investment plan. The company also declared a quarterly dividend of $0.42 per share, representing an annualized yield of approximately 3.6%. Exelon maintains 2029 investment plan after screening data-center requests
• Neutral Sentiment: Although adjusted earnings were broadly in line with expectations, some reports described the $0.43 result as slightly below a $0.44 consensus estimate. The revenue beat and year-over-year earnings growth offset the modest bottom-line shortfall, but did not provide a major upside surprise.
• Negative Sentiment: Exelon reduced its overall data-center demand pipeline by 16% as AI infrastructure projects face growing opposition and permitting challenges across the United States. The revision raises uncertainty about the pace of future electricity-demand growth and potential upside from data-center customers. Exelon’s Data Center Pipeline Cut as AI Projects Face Pushback

Exelon Stock Performance

Shares of EXC stock opened at $45.58 on Friday. The firm’s 50 day moving average price is $46.32 and its 200-day moving average price is $46.59. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 0.94. Exelon Corporation has a one year low of $42.58 and a one year high of $50.65. The firm has a market cap of $46.64 billion, a P/E ratio of 16.70, a P/E/G ratio of 2.85 and a beta of 0.31.

Exelon (NASDAQ:EXC) last posted its quarterly earnings data on Thursday, July 30th. The company reported $0.43 earnings per share for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.01). Exelon had a return on equity of 9.83% and a net margin of 11.21%.The company had revenue of $5.97 billion for the quarter, compared to analysts’ expectations of $5.44 billion. During the same period in the previous year, the business posted $0.39 EPS. The business’s revenue for the quarter was up 10.0% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, equities research analysts predict that Exelon Corporation will post 2.86 EPS for the current year.

Exelon Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, September 4th will be paid a $0.42 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.7%. Exelon’s payout ratio is presently 61.54%.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the stock. Mizuho set a $48.00 target price on shares of Exelon and gave the company a “neutral” rating in a report on Friday, April 17th. TD Cowen cut their price target on shares of Exelon from $51.00 to $49.00 and set a “hold” rating for the company in a report on Friday, May 15th. Royal Bank Of Canada reduced their price target on shares of Exelon from $51.00 to $48.00 and set a “sector perform” rating on the stock in a research report on Monday, April 20th. Morgan Stanley decreased their price objective on Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Finally, Jefferies Financial Group lowered Exelon from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $55.00 to $50.00 in a research report on Monday, April 20th. Four 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 data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $50.33.

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.