Exelon Corporation $EXC Stock Holdings Trimmed by Vestor Capital LLC

Vestor Capital LLC lessened its holdings in shares of Exelon Corporation (NASDAQ:EXC) by 83.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 2,673 shares of the company’s stock after selling 13,713 shares during the quarter. Vestor Capital LLC’s holdings in Exelon were worth $131,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Caxton Associates LLP acquired a new stake in Exelon in the first quarter worth about $286,000. Woodline Partners LP increased its stake in Exelon by 40.7% during the 1st quarter. Woodline Partners LP now owns 84,925 shares of the company’s stock valued at $3,913,000 after buying an additional 24,580 shares during the period. Jump Financial LLC acquired a new position in Exelon during the 2nd quarter valued at about $2,448,000. Gamco Investors INC. ET AL bought a new stake in shares of Exelon during the 2nd quarter worth about $645,000. Finally, Treasurer of the State of North Carolina raised its position in shares of Exelon by 3.1% during the 2nd quarter. Treasurer of the State of North Carolina now owns 472,175 shares of the company’s stock worth $20,502,000 after buying an additional 14,240 shares in the last quarter. Institutional investors own 80.92% of the company’s stock.

Key Stories Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q2 revenue beat expectations. Exelon reported second-quarter revenue of $5.97 billion, up 10% year over year and ahead of the $5.44 billion consensus estimate. Adjusted EPS of $0.43 increased from $0.39 a year earlier and was generally described as in line with expectations. Exelon’s Q2 Earnings In Line With Estimates, Revenues Rise Year Over Year
• Positive Sentiment: Management reaffirmed its financial outlook and investment plan. Exelon maintained fiscal 2026 EPS guidance of $2.81 to $2.91, consistent with the $2.86 analyst consensus, and kept its approximately $41 billion five-year capital plan intact through 2029. The company cited strong operational execution and higher utility rates. Exelon Reports Second Quarter 2026 Results
• Neutral Sentiment: The earnings picture was mixed. Although revenue exceeded forecasts, some reports put EPS slightly below the broader analyst consensus of $0.44. The company’s net margin was 11.21%, while return on equity was 9.83%, leaving investors focused on the quality and durability of earnings growth. Exelon Earnings Conference Call
• Negative Sentiment: Exelon reduced its data-center demand pipeline by 16%. The revision reflects delays and opposition to artificial-intelligence facilities across the United States, potentially limiting a key source of future electricity-load growth. However, Exelon said the change does not alter its 2029 investment plan. Exelon Maintains 2029 Investment Plan After Screening Data-Center Requests
• Negative Sentiment: Analysts remain cautious. Exelon has underperformed the broader market over the past year, and Wall Street’s restrained outlook may limit near-term upside despite the stable guidance and strong revenue performance. Are Wall Street Analysts Predicting Exelon Stock Will Climb or Sink?

Analyst Upgrades and Downgrades

EXC has been the subject of several recent analyst reports. Royal Bank Of Canada decreased their price objective on shares of Exelon from $51.00 to $48.00 and set a “sector perform” rating for the company in a report on Monday, April 20th. Weiss Ratings cut Exelon from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 9th. Jefferies Financial Group downgraded Exelon from a “buy” rating to a “hold” rating and cut their target price for the stock from $55.00 to $50.00 in a research report on Monday, April 20th. Morgan Stanley decreased their price target on Exelon from $56.00 to $55.00 and set an “equal weight” rating for the company in a research note on Tuesday, April 21st. Finally, Truist Financial lifted their price target on Exelon from $49.00 to $50.00 and gave the company a “hold” rating in a research report on Thursday, July 16th. Four analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Exelon presently has a consensus rating of “Hold” and a consensus price target of $50.33.

Exelon Trading Up 0.5%

Shares of NASDAQ:EXC opened at $45.82 on Friday. The stock has a market capitalization of $46.88 billion, a price-to-earnings ratio of 16.78, a PEG ratio of 2.76 and a beta of 0.31. Exelon Corporation has a 1-year low of $42.58 and a 1-year high of $50.65. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.85 and a current ratio of 1.09. The company has a 50 day moving average price of $46.32 and a 200 day moving average price of $46.59.

Exelon (NASDAQ:EXC) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.44 by ($0.01). The business had revenue of $5.97 billion during the quarter, compared to analyst estimates of $5.44 billion. Exelon had a return on equity of 9.81% and a net margin of 10.99%.The company’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter last year, the firm posted $0.39 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, research analysts anticipate that Exelon Corporation will post 2.86 EPS for the current fiscal year.

Exelon Dividend Announcement

The business 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 dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.7%. Exelon’s dividend payout ratio (DPR) is currently 61.54%.

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.