Exelon (NASDAQ:EXC) Releases FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.810-2.910 for the period, compared to the consensus estimate of 2.850. The company issued revenue guidance of -.

Exelon Stock Down 2.5%

EXC stock traded down $1.16 during trading on Wednesday, hitting $45.02. 11,529,484 shares of the company’s stock were exchanged, compared to its average volume of 8,501,308. The business has a 50-day moving average price of $48.21 and a two-hundred day moving average price of $46.27. The stock has a market capitalization of $46.06 billion, a price-to-earnings ratio of 16.49, a PEG ratio of 2.68 and a beta of 0.32. Exelon has a 52-week low of $41.71 and a 52-week high of $50.65. The company has a current ratio of 0.92, a quick ratio of 0.84 and a debt-to-equity ratio of 1.66.

Exelon (NASDAQ:EXC) last posted its earnings results on Wednesday, May 6th. The company reported $0.91 earnings per share for the quarter, topping the consensus estimate of $0.89 by $0.02. The firm had revenue of $7.24 billion during the quarter, compared to analysts’ expectations of $6.93 billion. Exelon had a return on equity of 9.97% and a net margin of 11.41%.The firm’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.92 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, equities research analysts expect that Exelon will post 2.86 EPS for the current year.

Exelon Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Thursday, June 4th will be paid a dividend of $0.42 per share. The ex-dividend date is Thursday, June 4th. This represents a $1.68 annualized dividend and a yield of 3.7%. Exelon’s payout ratio is presently 61.54%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Weiss Ratings upgraded Exelon from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 1st. Morgan Stanley reduced their price objective 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. JPMorgan Chase & Co. boosted their price objective on Exelon from $48.00 to $53.00 and gave the company a “neutral” rating in a research note on Thursday, March 12th. Barclays cut Exelon from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $50.00 to $49.00 in a research note on Friday, April 17th. Finally, Wolfe Research cut Exelon from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, January 27th. Four analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Exelon presently has an average rating of “Hold” and a consensus price target of $50.47.

Exelon News Roundup

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q1 results beat consensus — Exelon reported $0.91 GAAP EPS (beat $0.89 est.) and revenue of $7.24B (above ~$6.93B est.), with revenue +7.9% YoY, showing stronger top-line performance that supports earnings quality. Exelon (EXC) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Company affirmed FY‑2026 EPS guidance of $2.810–2.910 (consensus ~2.85); management reiterated operational/financial consistency, which reduces downside from a guidance cut. Exelon Affirms 2026 Outlook Amid Q1 Earnings Update
• Neutral Sentiment: Full earnings materials and management commentary are available (useful for modeling rate, commodity and nuclear generation assumptions). Exelon Corporation (EXC) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Slide deck/earnings presentation provides segment detail and forward assumptions for guidance — useful for analysts updating 2026 modeling. Exelon Corporation 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Official press release reiterates management messaging on execution and The Exelon Promise; nothing materially surprise-positive beyond the beats. Exelon Reports First Quarter 2026 Results
• Negative Sentiment: Shares fell despite the beat — likely because guidance was only affirmed (not raised), Q1 EPS is roughly flat YoY (0.91 vs 0.92), and some investors may be focused on valuation/technicals (50‑day moving average above the current price) and leverage metrics. Market commentary flagged mixed signals on valuation, which can pressure the stock. A Look At Exelon (EXC) Valuation As Recent Returns Send Mixed Signals

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Lazard Asset Management LLC grew its holdings in Exelon by 32.9% during the third quarter. Lazard Asset Management LLC now owns 22,446,103 shares of the company’s stock worth $1,010,299,000 after acquiring an additional 5,554,494 shares during the period. State Street Corp grew its holdings in Exelon by 4.0% during the fourth quarter. State Street Corp now owns 66,623,103 shares of the company’s stock worth $2,904,101,000 after acquiring an additional 2,550,786 shares during the period. Man Group plc grew its holdings in Exelon by 99.4% during the second quarter. Man Group plc now owns 3,034,725 shares of the company’s stock worth $131,768,000 after acquiring an additional 1,512,552 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Exelon by 11.5% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,831,973 shares of the company’s stock worth $602,936,000 after acquiring an additional 1,426,401 shares during the period. Finally, Squarepoint Ops LLC grew its holdings in Exelon by 1,308.4% during the third quarter. Squarepoint Ops LLC now owns 1,516,126 shares of the company’s stock worth $68,241,000 after acquiring an additional 1,408,478 shares during the period. Institutional investors and hedge funds own 80.92% of the company’s stock.

Exelon Company 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.