Exelon Corporation $EXC Position Reduced by Vestor Capital LLC

Vestor Capital LLC trimmed its position in Exelon Corporation (NASDAQ:EXC) by 83.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,673 shares of the company’s stock after selling 13,713 shares during the period. Vestor Capital LLC’s holdings in Exelon were worth $131,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Bell Investment Advisors Inc raised its holdings in shares of Exelon by 113.4% during the first quarter. Bell Investment Advisors Inc now owns 540 shares of the company’s stock valued at $26,000 after acquiring an additional 287 shares during the period. Motiv8 Investments LLC acquired a new position in Exelon in the 4th quarter worth approximately $25,000. Optima Capital LLC purchased a new position in Exelon during the 4th quarter worth approximately $25,000. SHP Wealth Management purchased a new position in Exelon during the 4th quarter worth approximately $26,000. Finally, Leonteq Securities AG purchased a new position in Exelon during the 4th quarter worth approximately $26,000. 80.92% of the stock is owned by hedge funds and other institutional investors.

Exelon News Summary

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?

Exelon Stock Up 0.5%

EXC stock opened at $45.82 on Friday. Exelon Corporation has a 12-month low of $42.58 and a 12-month high of $50.65. The company has a quick ratio of 0.85, a current ratio of 1.09 and a debt-to-equity ratio of 1.71. The company has a market cap of $46.88 billion, a price-to-earnings ratio of 16.78, a PEG ratio of 2.76 and a beta of 0.31. The company has a 50 day moving average of $46.32 and a two-hundred day moving average of $46.59.

Exelon (NASDAQ:EXC) last issued its earnings results on Thursday, July 30th. The company reported $0.43 earnings per share (EPS) 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 analyst estimates of $5.44 billion. During the same period last year, the business earned $0.39 EPS. The company’s quarterly revenue was up 10.0% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, equities analysts anticipate that Exelon Corporation will post 2.86 earnings per share for the current fiscal year.

Exelon Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, September 4th will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.68 dividend on an annualized basis and a yield of 3.7%. Exelon’s dividend payout ratio (DPR) is presently 61.54%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on EXC shares. Wells Fargo & Company set a $50.00 target price on Exelon in a report on Tuesday, April 21st. Weiss Ratings lowered Exelon from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, July 9th. Jefferies Financial Group downgraded Exelon from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $55.00 to $50.00 in a research note on Monday, April 20th. Royal Bank Of Canada decreased their price objective on Exelon from $51.00 to $48.00 and set a “sector perform” rating for the company in a research report on Monday, April 20th. Finally, TD Cowen lowered their target price on Exelon from $51.00 to $49.00 and set a “hold” rating on the stock in a research note on Friday, May 15th. Four investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $50.33.

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.