Exelon (NASDAQ:EXC) Updates FY 2026 Earnings Guidance

Exelon (NASDAQ:EXC) updated 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 2.830. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

EXC has been the subject of several recent analyst reports. BTIG Research initiated coverage on shares of Exelon in a research report on Tuesday, October 21st. They set a “neutral” rating for the company. KeyCorp set a $39.00 target price on Exelon in a research report on Friday, December 12th. Barclays cut their price objective on Exelon from $52.00 to $50.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. TD Cowen initiated coverage on shares of Exelon in a research note on Thursday, October 16th. They set a “hold” rating and a $49.00 target price for the company. Finally, Morgan Stanley reissued an “underperform” rating and issued a $51.00 price target on shares of Exelon in a research note on Wednesday, January 21st. Seven 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 company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $49.38.

Exelon Stock Up 7.9%

Shares of EXC stock traded up $3.51 during trading on Thursday, reaching $47.96. The company’s stock had a trading volume of 17,421,460 shares, compared to its average volume of 8,215,351. The company has a market capitalization of $48.45 billion, a price-to-earnings ratio of 17.16, a P/E/G ratio of 2.61 and a beta of 0.45. Exelon has a 1-year low of $41.71 and a 1-year high of $48.51. The company has a debt-to-equity ratio of 1.66, a current ratio of 0.94 and a quick ratio of 0.85. The stock’s 50-day moving average price is $43.94 and its 200 day moving average price is $44.81.

Exelon (NASDAQ:EXC) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating the consensus estimate of $0.52 by $0.07. Exelon had a net margin of 11.60% and a return on equity of 10.28%. During the same period in the previous year, the firm posted $0.64 earnings per share. Exelon’s quarterly revenue was down 1.1% on a year-over-year basis. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, research analysts anticipate that Exelon will post 2.64 EPS for the current year.

Key Stories Impacting Exelon

Here are the key news stories impacting Exelon this week:

• Positive Sentiment: Q4 earnings beat expectations — Exelon reported $0.59 EPS versus consensus around $0.52–$0.53, surprising the street positively and supporting the stock move. Exelon (EXC) Tops Q4 Earnings Estimates
• Positive Sentiment: Big infrastructure/capex plan — management unveiled a $41.3 billion infrastructure investment plan through 2029, which investors view as a driver of long‑term regulated earnings and utility growth. Exelon Q4 Earnings Beat Estimates, Sales Miss, Capex Plan Up
• Neutral Sentiment: FY‑2026 EPS guidance set — Exelon established a 2026 EPS range of $2.81–$2.91 (roughly in line with consensus), giving investors a clearer near‑term earnings framework but not dramatically above expectations. Exelon Reports Fourth Quarter and Full Year 2025 Results and Initiates 2026 Financial Outlook
• Negative Sentiment: Revenue and prior‑year comparison — revenue was down ~1.1% year‑over‑year and Q4 EPS ($0.59) declined from $0.64 a year earlier, highlighting some near‑term headwinds despite the EPS beat. Exelon Q4 results and conference call
• Negative Sentiment: Capex funding and leverage risk — the $41.3B plan supports growth but increases capital needs and could pressure cash flow or raise leverage over time (relevant given Exelon’s existing debt metrics). Capex plan coverage
• Neutral Sentiment: Short interest data is noisy/insignificant — recent short‑interest entries show effectively zero reported shorts and are not a meaningful market signal. (Likely not driving today’s move.)

Institutional Trading of Exelon

A number of large investors have recently made changes to their positions in the company. Sfam LLC purchased a new stake in shares of Exelon during the 4th quarter worth approximately $57,000. Chapman Financial Group LLC acquired a new stake in shares of Exelon during the second quarter worth about $62,000. Zions Bancorporation National Association UT lifted its holdings in shares of Exelon by 410.8% in the 4th quarter. Zions Bancorporation National Association UT now owns 2,227 shares of the company’s stock valued at $97,000 after purchasing an additional 1,791 shares during the last quarter. Financial Engines Advisors L.L.C. purchased a new position in Exelon during the 3rd quarter worth approximately $201,000. Finally, L2 Asset Management LLC acquired a new stake in shares of Exelon in the third quarter valued at approximately $214,000. 80.92% of the stock is currently owned by hedge funds and other institutional investors.

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.