Exelon (NASDAQ:EXC) Issues FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (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 Stock Down 3.1%

EXC stock traded down $1.45 during trading on Thursday, hitting $45.58. 18,553,500 shares of the stock traded hands, compared to its average volume of 8,737,499. The stock has a market cap of $46.64 billion, a price-to-earnings ratio of 16.70, a price-to-earnings-growth ratio of 2.86 and a beta of 0.31. The company has a debt-to-equity ratio of 1.65, a current ratio of 0.94 and a quick ratio of 0.85. Exelon has a 1 year low of $42.58 and a 1 year high of $50.65. The firm’s 50 day moving average is $46.32 and its two-hundred day moving average is $46.58.

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 the consensus estimate of $0.44 by ($0.01). Exelon had a return on equity of 9.83% and a net margin of 11.21%.The firm had revenue of $5.97 billion during the quarter, compared to the consensus estimate of $5.44 billion. During the same quarter in the prior year, the company posted $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, sell-side analysts anticipate that Exelon will post 2.86 EPS for the current year.

Exelon Announces Dividend

The firm also recently announced 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 annualized dividend 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 Ratings Changes

EXC has been the subject of a number of research analyst reports. Mizuho set a $48.00 target price on Exelon and gave the stock a “neutral” rating in a report on Friday, April 17th. BMO Capital Markets reiterated a “market perform” rating and issued a $49.00 price objective (down from $52.00) on shares of Exelon in a report on Friday, April 17th. Truist Financial boosted their target price on Exelon from $49.00 to $50.00 and gave the stock a “hold” rating in a research report on Thursday, July 16th. Morgan Stanley lowered their target price on shares of Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 21st. Finally, Jefferies Financial Group downgraded shares of Exelon from a “buy” rating to a “hold” rating and dropped their price target for the company from $55.00 to $50.00 in a report on Monday, April 20th. Four analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Exelon has a consensus rating of “Hold” and an average price target of $50.33.

More Exelon News

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Exelon reported second-quarter adjusted EPS of $0.43, up from $0.39 a year earlier, while revenue increased 10% year over year to $5.97 billion and exceeded the $5.44 billion consensus estimate. Higher utility rates and strong operating performance supported the results. Exelon’s Q2 Earnings In Line With Estimates, Revenues Rise Y/Y
• Positive Sentiment: The company reaffirmed its 2026 EPS guidance of $2.81-$2.91, which brackets the $2.86 analyst consensus, and maintained its approximately $41 billion five-year capital investment plan through 2029. Exelon maintains 2029 investment plan after screening data-center requests
• Positive Sentiment: Exelon declared a quarterly dividend of $0.42 per share, payable September 15 to shareholders of record September 4, supporting the stock’s income appeal.
• Neutral Sentiment: The earnings result was broadly in line with expectations, although reported EPS was slightly below the broader consensus estimate of $0.44. The company’s GAAP EPS was $0.39. Exelon Reports Second Quarter 2026 Results
• Negative Sentiment: Exelon cut its overall data-center project pipeline by 16% after screening requests, as opposition and permitting challenges weigh on AI-related electricity demand. This raises uncertainty around a potential long-term growth catalyst, even though the core investment plan remains intact. Exelon’s Data Center Pipeline Cut as AI Projects Face Pushback

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. T. Rowe Price Investment Management Inc. lifted its stake in shares of Exelon by 65.3% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 89,309 shares of the company’s stock worth $3,893,000 after purchasing an additional 35,274 shares during the period. Compound Planning Inc. increased its holdings in Exelon by 5.8% during the fourth quarter. Compound Planning Inc. now owns 10,782 shares of the company’s stock valued at $470,000 after buying an additional 591 shares during the last quarter. Invesco Ltd. grew its position in shares of Exelon by 3.5% during the 4th quarter. Invesco Ltd. now owns 16,209,215 shares of the company’s stock valued at $706,560,000 after acquiring an additional 549,907 shares during the period. Birchwood Financial Partners Inc. purchased a new stake in shares of Exelon in the 4th quarter worth $35,000. Finally, Corient Private Wealth LLC raised its holdings in Exelon by 24.3% in the 4th quarter. Corient Private Wealth LLC now owns 286,996 shares of the company’s stock worth $12,510,000 after purchasing an additional 56,118 shares during the period. Institutional investors 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.