Exelon Corporation $EXC Holdings Boosted by LSV Asset Management

LSV Asset Management grew its holdings in Exelon Corporation (NASDAQ:EXC) by 32.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 173,400 shares of the company’s stock after purchasing an additional 42,100 shares during the period. LSV Asset Management’s holdings in Exelon were worth $7,805,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Caxton Associates LLP purchased a new stake in Exelon in the 1st quarter worth about $286,000. Woodline Partners LP increased its holdings in shares of Exelon by 40.7% in the 1st quarter. Woodline Partners LP now owns 84,925 shares of the company’s stock valued at $3,913,000 after purchasing an additional 24,580 shares during the period. MGO One Seven LLC lifted its position in shares of Exelon by 18.0% in the second quarter. MGO One Seven LLC now owns 11,072 shares of the company’s stock worth $481,000 after purchasing an additional 1,688 shares in the last quarter. Chevy Chase Trust Holdings LLC boosted its holdings in shares of Exelon by 1.3% during the second quarter. Chevy Chase Trust Holdings LLC now owns 535,229 shares of the company’s stock worth $23,240,000 after purchasing an additional 6,844 shares during the period. Finally, Stanley Laman Group Ltd. boosted its holdings in shares of Exelon by 15.9% during the second quarter. Stanley Laman Group Ltd. now owns 10,293 shares of the company’s stock worth $447,000 after purchasing an additional 1,412 shares during the period. Institutional investors and hedge funds own 80.92% of the company’s stock.

Trending Headlines about Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Exelon reported $0.59 EPS (above consensus) and launched FY2026 guidance of $2.81–$2.91, signaling stronger underlying power markets and rate benefits. BusinessWire: Q4 & 2026 Outlook
• Positive Sentiment: Analyst upgrades — Several firms raised price targets (Wells Fargo to $53, Mizuho to $51, BMO to $51) and reiterated overweight/outperform views, supporting near-term upside. Benzinga: Analyst Coverage The Fly: Mizuho
• Positive Sentiment: Dividend raise — Exelon increased its quarterly dividend to $0.42 (5% increase), boosting income appeal and supporting yield-sensitive investors. (Ex‑dividend: Mar 2; pay date: Mar 13)
• Positive Sentiment: Transmission project approved — PJM Board advanced a ~220‑mile, 765‑kV transmission line co‑sponsored with NextEra, supporting long‑term transmission revenue and grid reliability opportunities. PR Newswire: PJM Approval
• Positive Sentiment: Electrification & AI tailwinds — Analysts/commentary highlight Exelon as a play on electrification and demand from AI data centers, reinforcing the company’s long‑term growth narrative. Seeking Alpha: Electrification/AI Tailwinds
• Neutral Sentiment: Capex / growth plan — Exelon unveiled a $41.3B infrastructure investment plan through 2029, which supports growth but increases near‑term capital intensity. Zacks: Capex Plan
• Neutral Sentiment: Revenue and call details — Revenue slightly missed expectations ($5.41B vs $5.42B) and management hosted an earnings call; read the transcript for detail on generation, commodity exposure and rate assumptions. MSN: Earnings Transcript
• Neutral Sentiment: Short‑interest note — Recent short‑interest data in feeds appears anomalous/zero and is not a meaningful signal for today’s move.
• Negative Sentiment: YoY profit decline — EPS declined versus the prior year (Q4: $0.59 vs $0.64 a year ago), a reminder that beat was driven by mix/rates rather than higher volume; monitor commodity and weather sensitivity. BusinessWire: Results

Exelon Stock Up 2.0%

EXC stock opened at $48.48 on Monday. The firm has a market cap of $49.59 billion, a PE ratio of 17.76, a PEG ratio of 2.84 and a beta of 0.45. Exelon Corporation has a 1 year low of $41.71 and a 1 year high of $48.72. The company has a fifty day simple moving average of $44.11 and a 200 day simple moving average of $44.88. The company has a current ratio of 0.92, a quick ratio of 0.84 and a debt-to-equity ratio of 1.66.

Exelon (NASDAQ:EXC) last posted its earnings results on Thursday, February 12th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The firm had revenue of $5.41 billion for the quarter, compared to the consensus estimate of $5.42 billion. During the same period in the prior year, the business posted $0.64 earnings per share. The business’s quarterly revenue was down 1.1% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Sell-side analysts anticipate that Exelon Corporation will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, March 2nd will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend is Monday, March 2nd. This is a positive change from Exelon’s previous quarterly dividend of $0.40. Exelon’s dividend payout ratio (DPR) is 58.61%.

Analyst Upgrades and Downgrades

EXC has been the topic of several research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Exelon in a research note on Friday, October 31st. Mizuho upped their price target on shares of Exelon from $47.00 to $51.00 and gave the stock an “outperform” rating in a research note on Friday. UBS Group cut their price objective on Exelon from $49.00 to $48.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Wolfe Research downgraded Exelon from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, January 27th. Finally, Jefferies Financial Group dropped their target price on Exelon from $57.00 to $55.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Eight research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Exelon presently has a consensus rating of “Hold” and a consensus price target of $49.93.

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.