LSV Asset Management Has $7.81 Million Holdings in Exelon Corporation $EXC

LSV Asset Management boosted its position in shares of Exelon Corporation (NASDAQ:EXC) by 32.1% in the third quarter, Holdings Channel reports. The fund owned 173,400 shares of the company’s stock after acquiring 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 filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. LRI Investments LLC lifted its position in shares of Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company’s stock worth $26,000 after purchasing an additional 392 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new position in Exelon in the 2nd quarter worth approximately $29,000. Root Financial Partners LLC acquired a new position in shares of Exelon during the third quarter worth approximately $30,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of Exelon during the third quarter worth approximately $32,000. Finally, Motco boosted its position in shares of Exelon by 1,008.7% in the third quarter. Motco now owns 765 shares of the company’s stock valued at $34,000 after acquiring an additional 696 shares during the period. 80.92% of the stock is currently owned by institutional investors.

Exelon News Roundup

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 Performance

NASDAQ:EXC opened at $48.48 on Monday. The firm has a market capitalization of $49.59 billion, a PE ratio of 17.76, a price-to-earnings-growth ratio of 2.84 and a beta of 0.45. The company has a quick ratio of 0.84, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. Exelon Corporation has a 12-month low of $41.71 and a 12-month high of $48.72. The firm has a 50-day moving average price of $44.11 and a 200 day moving average price of $44.88.

Exelon (NASDAQ:EXC) last issued its earnings results on Thursday, February 12th. The company reported $0.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $5.41 billion during the quarter, compared to analysts’ expectations of $5.42 billion. Exelon had a return on equity of 9.97% and a net margin of 11.41%.Exelon’s quarterly revenue was down 1.1% compared to the same quarter last year. 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 Corporation will post 2.64 earnings per share for the current fiscal year.

Exelon Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Monday, March 2nd will be issued a $0.42 dividend. This represents a $1.68 annualized dividend 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 payout ratio is currently 58.61%.

Analyst Ratings Changes

A number of brokerages recently issued reports on EXC. Royal Bank Of Canada assumed coverage on shares of Exelon in a research report on Wednesday, January 7th. They set a “sector perform” rating and a $51.00 target price on the stock. JPMorgan Chase & Co. cut their price objective on shares of Exelon from $50.00 to $47.00 and set a “neutral” rating for the company in a research report on Friday, December 12th. BTIG Research started coverage on shares of Exelon in a research note on Tuesday, October 21st. They issued a “neutral” rating for the company. KeyCorp set a $39.00 price target on Exelon in a research note on Friday, December 12th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Exelon in a report on Friday, October 31st. Eight analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and an average 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.