Oregon Public Employees Retirement Fund Acquires 28,146 Shares of Exelon Corporation $EXC

Oregon Public Employees Retirement Fund raised its holdings in Exelon Corporation (NASDAQ:EXC) by 32.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 115,447 shares of the company’s stock after purchasing an additional 28,146 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Exelon were worth $5,196,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Norges Bank acquired a new stake in Exelon in the second quarter valued at about $589,122,000. Canada Pension Plan Investment Board lifted its holdings in shares of Exelon by 164.3% in the second quarter. Canada Pension Plan Investment Board now owns 5,593,627 shares of the company’s stock worth $242,875,000 after acquiring an additional 3,476,942 shares during the last quarter. State Street Corp boosted its stake in shares of Exelon by 4.0% in the 2nd quarter. State Street Corp now owns 64,077,850 shares of the company’s stock valued at $2,782,260,000 after purchasing an additional 2,491,064 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Exelon by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 129,992,051 shares of the company’s stock valued at $5,644,255,000 after purchasing an additional 2,075,014 shares during the last quarter. Finally, Man Group plc grew its holdings in shares of Exelon by 99.4% during the 2nd quarter. Man Group plc now owns 3,034,725 shares of the company’s stock valued at $131,768,000 after purchasing an additional 1,512,552 shares during the last quarter. Institutional investors own 80.92% of the company’s stock.

Exelon News Roundup

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Zacks Research nudged its FY2027 EPS estimate higher to $2.98 (from $2.97), signaling slightly stronger long‑term earnings expectations. Zacks Research FY2027 Estimate
• Positive Sentiment: Zacks also raised its FY2026 EPS to $2.82 (from $2.81), and bumped Q2‑2026 estimate to $0.49 (from $0.48) — small upward tweaks that support near‑term earnings resilience. Zacks Research FY2026 / Q2 2026
• Positive Sentiment: Royal Bank of Canada upgraded Exelon to a “hold,” a mild vote of confidence versus prior stance (can reduce downside pressure vs. a downgrade). RBC Upgrade
• Neutral Sentiment: Institutional investors own roughly 87% of EXC, which typically means lower float volatility but also that large holders drive much of the stock’s moves. Institutional Ownership Article
• Negative Sentiment: Zacks trimmed its FY2025 EPS view to $2.70 from $2.74 and cut Q4‑2025 EPS to $0.53 (from $0.57), which pressures near‑term earnings outlook and may weigh on the stock. Zacks Research FY2025 / Q4 2025 Cuts

Exelon Stock Performance

NASDAQ EXC opened at $43.30 on Friday. The company has a market capitalization of $43.75 billion, a price-to-earnings ratio of 15.52, a PEG ratio of 2.54 and a beta of 0.46. The company has a quick ratio of 0.85, a current ratio of 0.94 and a debt-to-equity ratio of 1.66. Exelon Corporation has a twelve month low of $37.13 and a twelve month high of $48.51. The stock has a fifty day simple moving average of $44.70 and a 200 day simple moving average of $44.66.

Exelon (NASDAQ:EXC) last announced its earnings results on Tuesday, November 4th. The company reported $0.86 EPS for the quarter, topping the consensus estimate of $0.69 by $0.17. The firm had revenue of $6.71 billion for the quarter, compared to the consensus estimate of $6.40 billion. Exelon had a return on equity of 10.28% and a net margin of 11.60%.Exelon has set its FY 2025 guidance at 2.640-2.740 EPS. Sell-side analysts expect that Exelon Corporation will post 2.64 EPS for the current year.

Exelon Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, November 10th were issued a $0.40 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.60 annualized dividend and a yield of 3.7%. Exelon’s dividend payout ratio is presently 57.35%.

Analyst Upgrades and Downgrades

EXC has been the subject of several research reports. Morgan Stanley reissued an “underperform” rating and issued a $52.00 price objective on shares of Exelon in a research note on Thursday, November 20th. KeyCorp set a $39.00 price target on Exelon in a research note on Friday, December 12th. TD Cowen initiated coverage on Exelon in a report on Thursday, October 16th. They set a “hold” rating and a $49.00 price objective on the stock. Barclays boosted their price objective on Exelon from $48.00 to $52.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 14th. Finally, Royal Bank Of Canada assumed coverage on Exelon in a research report on Wednesday. They issued a “sector perform” rating and a $51.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $49.85.

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.