With a market cap of $47.1 billion, Exelon Corporation (EXC) is one of the nation’s largest electric utility companies, specializing in energy distribution and transmission. Through its six fully regulated utilities, Exelon delivers electricity and natural gas to a wide range of customers while investing in grid modernization and clean energy solutions.
Shares of the Chicago, Illinois-based company have underperformed the broader market over the past 52 weeks. EXC stock has fallen 1.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 10.5%. Moreover, shares of the company are up 4.4% on a YTD basis, compared to SPX's 10.6% gain.
More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter.
Looking closer, shares of Exelon have shown a less pronounced decline than the State Street Utilities Select Sector SPDR ETF's (XLU) 2.6% decrease over the past 52 weeks.
www.barchart.com Exelon shares rose marginally on Oct. 30 after the company reported Q3 2026 adjusted operating earnings of $0.87 per share, up from $0.86 a year earlier and above expectations, supported by higher utility earnings from increased distribution and transmission rates at ComEd, BGE and PHI, along with favorable weather and the absence of customer surcharge credits at PECO. The company reaffirmed its 2025 - 2029 annual earnings growth outlook of 5% - 7%, near the upper end, while highlighting improved grid reliability, with its utilities ranking 1st, 2nd, 5th and 6th nationally.
Exelon also declared a quarterly dividend of $0.42 per share, approved a $51 million annual distribution rate increase for Pepco Maryland, and completed its planned 2026 debt financings, supporting continued investment in its utility infrastructure.
For the fiscal year ending in December 2026, analysts expect Exelon's adjusted operating earnings to grow 3.3% year-over-year to $2.86 per share. The company's earnings surprise history is promising. It beat or met the consensus estimates in each of the last four quarters.
Among the 21 analysts covering the stock, the consensus rating is a “Hold.” That’s based on four “Strong Buy” ratings, 16 “Holds,” and one “Strong Sell.”
www.barchart.com This configuration has remained unchanged over the past three months.
On Nov. 3, BMO Capital analyst James Thalacker maintained a “Hold” rating on Exelon and set a price target of $47.
The mean price target of $47.94 represents a 5.4% premium to EXC’s current price levels. The Street-high price target of $58 suggests a 27.5% potential upside.
On the date of publication, Sohini Mondal did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
For Those Seeking AI Stocks Poised to Soar, This Little-Known Chip-Equipment Maker Is a Good Fit Andy Jassy’s AWS Grows at the Fastest Rate in 5 Years, Yet Amazon Stock Falls After Earnings. Blame the Spending. JPMorgan Just Upgraded Cloudflare Stock. Here's Why. DIS Stock Layoffs: What to Know as Disney Plans More Layoffs