Exelon Corporation $EXC Holdings Boosted by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd boosted its position in shares of Exelon Corporation (NASDAQ:EXC) by 58.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 369,296 shares of the company’s stock after purchasing an additional 136,347 shares during the period. Swiss Life Asset Management Ltd’s holdings in Exelon were worth $16,098,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Optima Capital LLC acquired a new stake in shares of Exelon during the 4th quarter valued at $25,000. LRI Investments LLC boosted its stake in shares of Exelon by 210.8% during the 3rd quarter. LRI Investments LLC now owns 578 shares of the company’s stock valued at $26,000 after buying an additional 392 shares during the period. Beacon Financial Strategies CORP acquired a new stake in shares of Exelon in the 4th quarter valued at $26,000. Root Financial Partners LLC acquired a new stake in shares of Exelon in the 3rd quarter valued at $30,000. Finally, Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of Exelon by 289.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 778 shares of the company’s stock valued at $34,000 after purchasing an additional 578 shares during the last quarter. 80.92% of the stock is currently owned by hedge funds and other institutional investors.

Exelon Stock Performance

Shares of EXC opened at $44.19 on Tuesday. The company has a market capitalization of $45.22 billion, a PE ratio of 16.19, a price-to-earnings-growth ratio of 2.54 and a beta of 0.32. Exelon Corporation has a one year low of $41.71 and a one year high of $50.65. The company has a debt-to-equity ratio of 1.65, a current ratio of 0.94 and a quick ratio of 0.85. The company’s fifty day moving average price is $47.94 and its 200 day moving average price is $46.19.

Exelon (NASDAQ:EXC) last announced its earnings results on Wednesday, May 6th. The company reported $0.91 EPS for the quarter, topping the consensus estimate of $0.88 by $0.03. The firm had revenue of $7.24 billion for the quarter, compared to the consensus estimate of $6.93 billion. Exelon had a net margin of 11.21% and a return on equity of 9.83%. The business’s quarterly revenue was up 7.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.92 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, analysts expect that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Thursday, June 4th will be issued a dividend of $0.42 per share. The ex-dividend date is Thursday, June 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.8%. Exelon’s payout ratio is presently 61.54%.

Analyst Ratings Changes

Several research firms recently issued reports on EXC. Wall Street Zen raised shares of Exelon from a “sell” rating to a “hold” rating in a research note on Sunday, February 22nd. Morgan Stanley reduced their price objective on shares of Exelon from $56.00 to $55.00 and set an “equal weight” rating for the company in a research note on Tuesday, April 21st. KeyCorp reduced their price objective on shares of Exelon from $44.00 to $43.00 and set an “underweight” rating for the company in a research note on Tuesday, April 21st. Scotiabank lifted their price objective on shares of Exelon from $46.00 to $47.00 and gave the company a “sector perform” rating in a research note on Friday, February 13th. Finally, Mizuho set a $48.00 price objective on shares of Exelon and gave the company a “neutral” rating in a research note on Friday, April 17th. Four analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Exelon currently has an average rating of “Hold” and an average price target of $50.47.

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.