KeyCorp Weighs in on Exelon’s FY2026 Earnings (NASDAQ:EXC)

Exelon Corporation (NASDAQ:EXC) – Equities research analysts at KeyCorp issued their FY2026 earnings per share (EPS) estimates for Exelon in a research note issued to investors on Wednesday, July 22nd. KeyCorp analyst S. Karp anticipates that the company will post earnings of $2.86 per share for the year. KeyCorp has a “Underweight” rating and a $41.00 price target on the stock. The consensus estimate for Exelon’s current full-year earnings is $2.86 per share. KeyCorp also issued estimates for Exelon’s FY2027 earnings at $3.04 EPS, FY2028 earnings at $3.23 EPS and FY2029 earnings at $3.45 EPS.

Exelon (NASDAQ:EXC) last issued its quarterly 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. Exelon had a net margin of 11.21% and a return on equity of 9.83%. The firm had revenue of $7.24 billion for the quarter, compared to analysts’ expectations of $6.93 billion. During the same period in the previous year, the business earned $0.92 earnings per share. Exelon’s revenue for the quarter was up 7.9% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS.

Several other analysts have also commented on EXC. Wells Fargo & Company set a $50.00 target price on shares of Exelon in a research note on Tuesday, April 21st. Barclays lowered shares of Exelon from an “overweight” rating to an “equal weight” rating and decreased their price target for the stock from $50.00 to $49.00 in a research report on Friday, April 17th. Morgan Stanley dropped their price target on Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Weiss Ratings downgraded Exelon from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, July 9th. Finally, Jefferies Financial Group lowered Exelon from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $55.00 to $50.00 in a research note on Monday, April 20th. Four investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Exelon currently has an average rating of “Hold” and a consensus target price of $50.33.

Exelon Stock Performance

Shares of EXC opened at $47.15 on Monday. The firm’s 50 day moving average is $46.22 and its 200-day moving average is $46.52. The stock has a market capitalization of $48.24 billion, a P/E ratio of 17.27, a P/E/G ratio of 2.75 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 12-month low of $42.58 and a 12-month high of $50.65.

Institutional Trading of Exelon

A number of hedge funds have recently bought and sold shares of EXC. Bell Investment Advisors Inc raised its holdings in shares of Exelon by 113.4% during the first quarter. Bell Investment Advisors Inc now owns 540 shares of the company’s stock valued at $26,000 after acquiring an additional 287 shares during the period. Axiom Investment Management LLC acquired a new position in Exelon in the 1st quarter worth approximately $27,000. Eastern Bank acquired a new position in Exelon in the 2nd quarter worth approximately $26,000. Motiv8 Investments LLC purchased a new position in Exelon during the 4th quarter worth approximately $25,000. Finally, Optima Capital LLC purchased a new position in Exelon during the 4th quarter worth approximately $25,000. 80.92% of the stock is 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.