Exelon CorporationNasdaq: EXC
Utilities · Electric Utilities
$46.53
+1.16%
Vol: 7.4M
Research Digest
Friday, May 1, 2026
Exelon declared $0.42 quarterly dividend as regulatory risks from multiple analyst downgrades weigh on near-term outlook.
Exelon Corporation declared a regular quarterly dividend of $0.42 per share, payable June 15, 2026, with a 3.57% annual yield. The company showed strong fundamentals including 9.1% EPS growth over three years and a $41.3 billion capital plan. However, recent downgrades by multiple firms indicate increased regulatory risks affecting stock outlook. Exelon is set to report Q1 2026 earnings on May 6, 2026. The stock is trading at $46.93 with a 12-month consensus target of $50.23.
Previous Market Intelligence
13 daysApr 30Exelon declares $0.42 quarterly dividend, Q1 results expected May 6 amid regulatory headwindsPositive▶
Exelon Corporation declared a regular quarterly dividend of $0.42 per share, payable June 15 to shareholders of record on June 4. The utility company is scheduled to announce Q1 2026 results on May 6, 2026. As a Fortune 200 company, Exelon serves nearly 11 million customers through six regulated transmission and distribution utilities. Recent analyst downgrades by multiple firms indicate increasing regulatory risks affecting stock outlook. However, the stock shows bullish technical signals with SMA 20 crossing above EMA 50 and EMA 200. Thirteen analysts rate the stock Buy with an average 12-month price target of $50.23, representing 12.3% upside from current $46.39 level. EXC stock traded at $46.39 with a market cap of $48.1 billion.
Apr 29Exelon announces Q1 2026 earnings on May 6; declares $0.42 quarterly dividendNeutral▶
Exelon Corporation declared a regular quarterly dividend of $0.42 per share, payable June 15, 2026, to shareholders of record on June 4. The company will announce Q1 2026 results on May 6, 2026. Exelon is expected to deliver year-over-year earnings decline on higher revenues for Q1 2026. The company is a Fortune 200 utility serving 11 million customers through six regulated transmission utilities. Exelon is showing 9.1% EPS growth over three years with a $41.3 billion capital plan, but recent downgrades by multiple firms indicate increased regulatory risks.
Apr 16Exelon initiated strong 2026 guidance ($2.81-$2.91 adjusted EPS) and $41.3B four-year capital plan targeting 7.9% rate base growth through 2029.Positive▶
Exelon held annual shareholder meeting on April 28, 2026 via webcast where shareholders voted on nine director elections, auditor ratification, and advisory vote on executive compensation. Q4 2025 adjusted EPS beat consensus at $0.59 vs. $0.55, and FY2025 results were reported with strong 2026 guidance of $2.81-$2.91 adjusted EPS. The utility announced $41.3B capital expenditure plan over the next four years targeting 7.9% rate base growth and operating EPS growth near the top of its 5-7% range through 2029. Multiple analyst price target increases in February 2026, with Wells Fargo, Scotiabank and BMO Capital reaffirming Buy or raising targets. Average analyst rating 'Buy' with $50.23 price target (+12.3% upside) at $48.57 stock price.
Apr 15Maryland Public Service Commission approved $13.36 million rate increase for Exelon subsidiary Pepco while analysts raised price targets to mid-$50s.Positive▶
Maryland PSC approved a $13.36 million rate increase for Exelon subsidiary Pepco under its multi-year plan. BMO Capital raised price target to $52 from $51 maintaining Outperform. Exelon is hosting its virtual annual shareholder meeting on April 28, 2026. The company reported 2025 adjusted EPS of $2.77 and provided 2026 EPS guidance of $2.81-$2.91. Q1 2026 earnings scheduled for May 6, 2026.
Apr 14Maryland approved $13.36M rate increase for Exelon Pepco subsidiary and Evercore ISI raised price target to $58 on strong guidance.Positive▶
The Maryland Public Service Commission approved a $13.36M rate increase for Exelon subsidiary Pepco under its multi-year rate plan. Evercore ISI raised Exelon price target to $58 from $55, maintaining Outperform rating. The company provided 2026-2029 capex plan of $41.3B and FY2026 EPS guidance of $2.81-$2.91. PECO is seeking a $429M rate increase to fund reliability and storm-hardening investments through 2027.
Apr 13Exelon's 'Exelon Promise' customer relief initiative launched alongside April 28 annual meeting; analyst price targets raised.Positive▶
Exelon announced The Exelon Promise, a customer-focused relief program targeting rising energy costs. PECO filed for a $429 million rate increase to fund reliability and storm-hardening investments through 2027. Multiple analyst firms raised price targets: Morgan Stanley and UBS moved targets into the low-to-mid $50s, while KeyBanc moved to $44 from $39. Q1 2026 earnings call set for May 6. Stock showed 11.63% 90-day return.
Apr 10Exelon hosts annual shareholder meeting April 28; maintains strong 2026 guidance with $41.3B capex plan.Positive▶
Exelon Corporation will hold its annual shareholder meeting on April 28, 2026. The company's fair value assessed at $51.41 following favorable analyst adjustments. 2026 adjusted profit guidance stands at $2.81-$2.91 per share. BMO Capital raised price target to $52 (April 2) and Citi initiated Buy rating (March 23).
Apr 9No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 8Exelon launches customer relief program, schedules Q1 earnings May 6, PECO seeks $429M rate increasePositive▶
Exelon launched 'The Exelon Promise,' a customer-focused program targeting affordability amid rising energy costs through BGE subsidiary, positioning the utility against political and regulatory pushback. The company scheduled its Q1 2026 earnings call for May 6, 2026. PECO filed for a $429 million rate increase to fund reliability and storm-hardening investments through 2027. BMO Capital raised Exelon's PT to $52 from $51 on April 2. Annual shareholder meeting is April 28 to elect directors and ratify auditor. Analyst consensus is 'Buy' with $50.23 PT (+12.3% upside). Customer relief initiatives and infrastructure investment drive long-term value but rate case and debt management risks are material.
Apr 7Q1 earnings May 6; $41.3B 4-year capex; Exelon Promise customer relief launched Feb 17.Positive▶
Exelon Q1 2026 results May 6. 2026 EPS guidance $2.81-2.91, $41.3B 4-year capital plan, 7.9% rate base growth. Q4 GAAP EPS $0.58. Launched Exelon Promise: $60M Customer Relief Fund. ComEd $70M EV rebates. Citi initiated Buy $58 PT. AI data center demand driving 26% IL load growth.
Apr 6Exelon Q1 2026 earnings May 6; dividend raised as shareholder meeting approaches April 28.Neutral▶
Exelon (Nasdaq: EXC) announced Q1 2026 results on May 6. The company reported 2025 GAAP EPS of $2.73 and adjusted operating EPS of $2.77 with $9.3B capital investment and 9.7% consolidated operating ROE. Exelon raised its quarterly dividend from $0.40 to $0.42 per share, paid March 13. The 2026 proxy details a virtual shareholder meeting on April 28, 2026, with votes on director election, auditor ratification, and executive compensation. Exelon serves 11 million customers through six regulated utilities (Atlantic City Electric, BGE, ComEd, Delmarva, PECO, Pepco) with a $41.3B capital plan for 2026–2029. 18 analysts rate EXC "Hold" with 9 buys, 7 holds, 2 sells.
Apr 3$41.3B four-year capex plan and Exelon Promise drive 7.9% rate base growth; analyst upgrades ongoing.Positive▶
Exelon announced a $41.3B four-year capital investment plan driving 7.9% rate base growth and initiated FY2026 adjusted operating EPS guidance of $2.81-$2.91. PECO subsidiary is seeking a $429M rate increase. Q4 2025 adjusted EPS of $0.59 beat $0.55 estimate. Multiple analysts raised price targets (Mizuho $51, BMO $51, Scotiabank $47). Q1 2026 earnings call set for May 6.
Apr 2BMO Capital raised Exelon price target to $52 from $51 with Outperform rating; stock up 0.92% to $49.29.Positive▶
Exelon stock trading at $49.29, up 0.92% in last 24 hours. BMO Capital raised price target to $52 from $51 maintaining Outperform rating. Citi initiated Buy rating March 26, 2026. Morgan Stanley holds at $56 price target. Zacks consensus EPS estimate $2.85 for 2026 with sales estimate $25.19 billion. Company planning $41.3 billion capital investment for 2026-2029. Q1 2026 earnings due May 6, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| EXCEXELON | $46.53 | +1.16% | -6.0% | 15.1x | 0.51 | $47.1B |
| CEGCONSTELLATION | $308.34 | -1.49% | +13.8% | 22.8x | 1.19 | $113.4B |
| SOSOUTHERN | $97.02 | +0.33% | -0.3% | 19.6x | 0.41 | $109.0B |
| DUKDUKE | $128.89 | -0.51% | -1.4% | 18.1x | 0.45 | $100.8B |
| AEPAMERICAN | $137.20 | +0.06% | +3.6% | 19.9x | 0.57 | $74.5B |
| ETRENTERGY | $116.83 | -0.92% | +2.9% | 23.6x | 0.56 | $54.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.