Exelon (NASDAQ:EXC) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

Exelon (NASDAQ:EXC) had its price objective raised by BMO Capital Markets from $49.00 to $51.00 in a note issued to investors on Friday, Marketbeat.com reports. The firm presently has an “outperform” rating on the stock. BMO Capital Markets’ price objective would indicate a potential upside of 5.20% from the company’s previous close.

A number of other equities research analysts have also commented on EXC. BTIG Research initiated coverage on Exelon in a research report on Tuesday, October 21st. They set a “neutral” rating on the stock. KeyCorp set a $39.00 target price on shares of Exelon in a report on Friday, December 12th. UBS Group cut their price target on shares of Exelon from $49.00 to $48.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Exelon in a research report on Friday, October 31st. Finally, Morgan Stanley restated an “underperform” rating and set a $51.00 price objective on shares of Exelon in a report on Wednesday, January 21st. Eight equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $49.93.

Exelon Trading Up 2.0%

Shares of NASDAQ EXC opened at $48.48 on Friday. Exelon has a twelve month low of $41.71 and a twelve month high of $48.72. The stock has a market cap of $48.98 billion, a price-to-earnings ratio of 17.76, a P/E/G ratio of 2.84 and a beta of 0.45. The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. The company’s fifty day moving average is $44.11 and its 200-day moving average is $44.87.

Exelon (NASDAQ:EXC) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The business had revenue of $5.41 billion during the quarter, compared to analysts’ expectations of $5.42 billion. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The firm’s quarterly revenue was down 1.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.64 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. Equities research analysts predict that Exelon will post 2.64 EPS for the current year.

Hedge Funds Weigh In On Exelon

Hedge funds have recently modified their holdings of the stock. Sowell Financial Services LLC boosted its position in Exelon by 1.1% during the third quarter. Sowell Financial Services LLC now owns 20,499 shares of the company’s stock valued at $923,000 after purchasing an additional 215 shares during the last quarter. Manchester Capital Management LLC raised its stake in shares of Exelon by 11.6% during the 2nd quarter. Manchester Capital Management LLC now owns 2,164 shares of the company’s stock worth $94,000 after purchasing an additional 225 shares in the last quarter. Empirical Finance LLC raised its stake in shares of Exelon by 0.7% during the 2nd quarter. Empirical Finance LLC now owns 34,812 shares of the company’s stock worth $1,512,000 after purchasing an additional 226 shares in the last quarter. Boyd Watterson Asset Management LLC OH boosted its holdings in shares of Exelon by 4.8% in the 2nd quarter. Boyd Watterson Asset Management LLC OH now owns 5,030 shares of the company’s stock valued at $218,000 after buying an additional 229 shares during the last quarter. Finally, Plimoth Trust Co. LLC grew its stake in shares of Exelon by 1.8% in the fourth quarter. Plimoth Trust Co. LLC now owns 13,055 shares of the company’s stock valued at $569,000 after buying an additional 230 shares in the last quarter. Institutional investors own 80.92% of the company’s stock.

Key Stories Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Exelon reported $0.59 EPS (above consensus) and launched FY2026 guidance of $2.81–$2.91, signaling stronger underlying power markets and rate benefits. BusinessWire: Q4 & 2026 Outlook
• Positive Sentiment: Analyst upgrades — Several firms raised price targets (Wells Fargo to $53, Mizuho to $51, BMO to $51) and reiterated overweight/outperform views, supporting near-term upside. Benzinga: Analyst Coverage The Fly: Mizuho
• Positive Sentiment: Dividend raise — Exelon increased its quarterly dividend to $0.42 (5% increase), boosting income appeal and supporting yield-sensitive investors. (Ex‑dividend: Mar 2; pay date: Mar 13)
• Positive Sentiment: Transmission project approved — PJM Board advanced a ~220‑mile, 765‑kV transmission line co‑sponsored with NextEra, supporting long‑term transmission revenue and grid reliability opportunities. PR Newswire: PJM Approval
• Positive Sentiment: Electrification & AI tailwinds — Analysts/commentary highlight Exelon as a play on electrification and demand from AI data centers, reinforcing the company’s long‑term growth narrative. Seeking Alpha: Electrification/AI Tailwinds
• Neutral Sentiment: Capex / growth plan — Exelon unveiled a $41.3B infrastructure investment plan through 2029, which supports growth but increases near‑term capital intensity. Zacks: Capex Plan
• Neutral Sentiment: Revenue and call details — Revenue slightly missed expectations ($5.41B vs $5.42B) and management hosted an earnings call; read the transcript for detail on generation, commodity exposure and rate assumptions. MSN: Earnings Transcript
• Neutral Sentiment: Short‑interest note — Recent short‑interest data in feeds appears anomalous/zero and is not a meaningful signal for today’s move.
• Negative Sentiment: YoY profit decline — EPS declined versus the prior year (Q4: $0.59 vs $0.64 a year ago), a reminder that beat was driven by mix/rates rather than higher volume; monitor commodity and weather sensitivity. BusinessWire: Results

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.