Exelon (NASDAQ:EXC) Releases FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.810-2.910 for the period, compared to the consensus estimate of 2.860. The company issued revenue guidance of -.

Exelon Price Performance

Shares of Exelon stock opened at $45.82 on Friday. The stock has a market capitalization of $46.88 billion, a P/E ratio of 16.78, a price-to-earnings-growth ratio of 2.76 and a beta of 0.31. The business’s 50 day simple moving average is $46.32 and its two-hundred day simple moving average is $46.59. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.09 and a quick ratio of 0.85. Exelon has a one year low of $42.58 and a one year high of $50.65.

Exelon (NASDAQ:EXC) last announced its earnings results 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 net margin of 10.99% and a return on equity of 9.81%. The company had revenue of $5.97 billion for the quarter, compared to the consensus estimate of $5.44 billion. During the same period in the previous year, the firm posted $0.39 EPS. The company’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. Analysts forecast that Exelon 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. Shareholders of record on Friday, September 4th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date is Friday, September 4th. Exelon’s dividend payout ratio (DPR) is currently 61.54%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on EXC shares. Morgan Stanley decreased their target price on Exelon from $56.00 to $55.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. Mizuho set a $48.00 target price on shares of Exelon and gave the stock a “neutral” rating in a report on Friday, April 17th. Jefferies Financial Group downgraded shares of Exelon from a “buy” rating to a “hold” rating and lowered their price target for the company from $55.00 to $50.00 in a report on Monday, April 20th. Wells Fargo & Company set a $50.00 target price on shares of Exelon in a research note on Tuesday, April 21st. Finally, BMO Capital Markets reiterated a “market perform” rating and issued a $49.00 price target (down from $52.00) on shares of Exelon in a research note on Friday, April 17th. Four research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $50.33.

More Exelon News

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?

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Magnetar Financial LLC purchased a new stake in shares of Exelon during the fourth quarter valued at $285,000. CHICAGO TRUST Co NA grew its stake in Exelon by 13.8% in the 4th quarter. CHICAGO TRUST Co NA now owns 5,846 shares of the company’s stock worth $255,000 after acquiring an additional 707 shares in the last quarter. UMB Bank n.a. boosted its holdings in shares of Exelon by 24.6% in the fourth quarter. UMB Bank n.a. now owns 4,967 shares of the company’s stock valued at $217,000 after purchasing an additional 980 shares during the period. L2 Asset Management LLC bought a new position in Exelon in the third quarter worth approximately $214,000. Finally, Virtus Investment Advisers LLC bought a new stake in Exelon during the 4th quarter valued at $163,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

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.