DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Utilities
Updated 3h ago
EXC logo

Exelon CorporationNasdaqGS:EXC Stock Report

Market Cap US$44.6b
Updated 3h ago
Share Price
n/a
1Y-0.5%
7D-1.1%
1D-0.5%
Portfolio Value
​
View

Exelon Corporation

NasdaqGS:EXC Stock Report

Market Cap: US$44.6b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Exelon (EXC) Stock Overview

A utility services holding company, engages in the energy distribution and transmission businesses in the United States. More details

EXC fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance2/6
Financial Health1/6
Dividends3/6

Rewards

Price-To-Earnings ratio (16x) is below the US market (18.4x)

Earnings are forecast to grow 8.03% per year

Earnings have grown 12.9% per year over the past 5 years

Trading at good value compared to peers and industry

Risk Analysis

Interest payments are not well covered by earnings

Dividend of 3.89% is not well covered by free cash flows


EXC Community Fair Values

Create Narrative

See what 58 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
12.5% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook

448
0
37

Top Analyst Narratives

EXC logo
Exelon
12.5% undervalued intrinsic discount

Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 24 Jun
Read Narrative
View all narratives

Exelon Corporation Competitors

Xcel Energy

Symbol: NasdaqGS:XEL
Market cap: US$47.2b

Entergy

Symbol: NYSE:ETR
Market cap: US$50.3b

American Electric Power Company

Symbol: NasdaqGS:AEP
Market cap: US$67.1b

PG&E

Symbol: NYSE:PCG
Market cap: US$30.4b

Price History & Performance

Summary of share price highs, lows and changes for Exelon
Historical stock prices
Current Share PriceUS$43.16
52 Week HighUS$50.65
52 Week LowUS$42.58
Beta0.39
1 Month Change-5.89%
3 Month Change-6.54%
1 Year Change-0.51%
3 Year Change3.63%
5 Year Change-13.44%
Change since IPO195.11%

Recent News & Updates

Analysis Article • Aug 03

Exelon Corporation Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Exelon Corporation ( NASDAQ:EXC ) shareholders are probably feeling a little disappointed, since its shares fell 3.6...

Recent updates

Analysis Article • Aug 03

Exelon Corporation Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Exelon Corporation ( NASDAQ:EXC ) shareholders are probably feeling a little disappointed, since its shares fell 3.6...
User avatar
Narrative Update • Jun 24

EXC: Grid Investment And Data Center Demand Will Face Regulatory Scrutiny

Exelon’s analyst price target is updated to $49.33, reflecting a mix of recent Street moves that include Morgan Stanley’s lift to $54, alongside several firms trimming targets into the low $40s to high $40s as they weigh regulatory overhangs, capital plans, and sector underperformance versus the S&P. Analyst Commentary Recent research on Exelon reflects a split view, with some analysts focusing on long term capital plans and earnings visibility, while others highlight regulatory uncertainty and sector underperformance relative to the S&P.
User avatar
Narrative Update • Jun 06

EXC: Data Center Demand And Capex Plans Will Face Regulatory Tests

Analysts trimmed the updated price target for Exelon to about $49.33 from $49.56, as a series of recent target cuts across the Street, largely tied to regulatory questions and a more cautious stance on utility valuations, fed into slightly lower fair value and P/E assumptions despite modest tweaks to growth and margin inputs. Analyst Commentary Recent research on Exelon reflects a mix of optimism around long term planning and caution around regulatory and valuation headwinds.
Seeking Alpha • May 18

Exelon Positioned For Capturing Consequential Growth And AI Tailwinds

Summary Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts. Upcoming earnings should be monitored for AI-driven demand construction and regulatory shifts, which are key to the upside thesis. Read the full article on Seeking Alpha
User avatar
Narrative Update • May 16

EXC: Data Center Demand And Capex Execution Will Drive Future Upside Potential

Analysts have trimmed the Exelon price target by about $0.60 to roughly $49.56, reflecting refreshed models that factor in slightly lower revenue growth assumptions, modestly adjusted P/E expectations, and recent Street research pointing to more measured growth expectations across utilities. Analyst Commentary Recent Street research around Exelon clusters around two themes: how durable its earnings growth framework looks and what investors should be willing to pay for that growth in the current utilities setup.
User avatar
Narrative Update • Apr 22

EXC: Data Center Demand And Capex Execution Will Shape Fairly Balanced Outlook

Exelon's updated analyst price target edges down by about $1 to roughly $50 as analysts factor in a slightly higher discount rate and modestly lower assumed future P/E, while keeping revenue growth and profit margin expectations broadly in line. Analyst Commentary Recent Street research around Exelon points to a mixed tone, with some firms trimming price targets and others maintaining or lifting them after updating models and estimates.
User avatar
Narrative Update • Apr 08

EXC: Data Center Demand And Capex Plans Will Shape Grid Investment Outcomes

Analysts have lifted the implied fair value for Exelon by about $0.54 to $51.41. This reflects a series of higher Street price targets supported by updated utility sector models, new coverage with positive views, recent Q4 earnings and long term capital spending plans.
User avatar
Narrative Update • Mar 25

EXC: Regulatory Certainty And Large Load Policies Will Shape Grid Investment Outcomes

The analyst price target for Exelon increases by about $0.44 to $50.88, as analysts incorporate refreshed models and updated estimates across the North American utilities group following recent Q4 results, capital spending plans and sector-wide target revisions. Analyst Commentary Recent research updates show a cluster of upward price target revisions for Exelon, with a range of views on how execution, capital spending and regulatory factors could influence the company’s valuation over time.
User avatar
Narrative Update • Mar 10

EXC: Regulatory Visibility And Large Load Demand Will Shape Grid Investment Outlook

Our analyst fair value estimate for Exelon has increased by $0.50 to $50.44 as analysts update their price targets following Q4 earnings, updated EPS guidance, and revised capital spending plans across the utility group. Analyst Commentary Street research on Exelon has been active around the Q4 earnings season, with several firms updating their price targets and views on the company.
User avatar
Narrative Update • Feb 24

EXC: Regulatory Visibility Through 2027 Will Balance Affordability And Grid Investment Risks

Analysts have nudged our Exelon fair value estimate to $49.94 from $48.75, reflecting modestly higher modeled revenue growth, a slightly stronger profit margin profile, and a small uptick in the assumed future P/E multiple following a series of upward price target revisions across the Street. Analyst Commentary Recent Street research around Exelon has been active, with several price target revisions and rating changes clustering over the past few months.
Analysis Article • Feb 16

Exelon's (NASDAQ:EXC) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Exelon Corporation ( NASDAQ:EXC ) has announced that it will be paying its dividend of $0.42 on the 13th...
User avatar
Narrative Update • Feb 09

EXC: Regulatory Certainty Through 2027 Will Offset Affordability And Growth Concerns

Analysts have nudged their fair value estimate for Exelon slightly lower to $48.75 from $49.18, reflecting modest adjustments to growth, margins and discount rate assumptions after a mix of recent price target cuts and a resumed Sector Perform rating with a higher $51 target. Analyst Commentary Recent research on Exelon reflects a mix of cautious and constructive views, with price targets adjusted in both directions and one firm restarting coverage at a Sector Perform rating.
User avatar
Narrative Update • Jan 24

EXC: Regulatory Certainty Through 2027 And Wires Profile Will Support Upside

The analyst price target on Exelon has been reduced by about $0.20 per share as analysts made modest adjustments to fair value, revenue growth, profit margin and future P/E assumptions based on the latest mix of price target changes and Sector Perform commentary. Analyst Commentary Recent research has been mixed, with some bullish analysts lifting targets and others trimming them, which lines up with the modest overall reduction in the average price target.
User avatar
Narrative Update • Jan 07

EXC: Pennsylvania Step Up And Wires Only Profile Should Support Upside

Analysts have lifted their average price target for Exelon by a little over $0.10 per share, citing a combination of higher P/E assumptions, slightly stronger modeled revenue growth, and ongoing regulatory visibility. These factors are partially offset by modestly softer profit margin expectations and affordability concerns.
Analysis Article • Jan 05

Do Exelon's (NASDAQ:EXC) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
User avatar
Narrative Update • Dec 24

EXC: Future Earnings Will Reflect Pennsylvania Upside And Defensible Wires Only Positioning

Exelon’s analyst price target has edged down by $0.50 to $49.25, as analysts balance improving long term rate base driven earnings prospects and favorable regulatory jurisdictions with mixed sentiment on valuation, relative defensiveness, and the timing of Pennsylvania upside. Analyst Commentary Analyst views on Exelon remain divided, with recent target changes and initiations reflecting both confidence in the company’s long term growth profile and concern over valuation and near term positioning.
User avatar
Narrative Update • Dec 10

EXC: Future Earnings Will Reflect Pennsylvania Regulatory Upside And Defensive Power Demand Trends

Analysts have nudged their average price target on Exelon modestly higher, reflecting increased conviction that its favorable regulatory jurisdictions, expected PECO step up in Pennsylvania, and stable earnings profile support upside, even as views diverge on how quickly the current valuation discount should close. Analyst Commentary Street research on Exelon remains mixed, with a growing cohort of bullish analysts highlighting improving fundamentals and valuation upside, while more cautious voices question how durable the current defensive premium and regulatory tailwinds will be as risk appetite normalizes.
User avatar
Narrative Update • Nov 26

EXC: Future Earnings Will Reflect Regulatory Dynamics And Power Demand Trends

Exelon’s analyst price target has been modestly reduced by $0.13 to $49.75. Analysts note slightly stronger revenue growth, but see near-term valuation constraints following recent sector coverage initiations and recalibrated market positioning.
User avatar
Narrative Update • Nov 11

EXC: Future Earnings Will Depend On Regulatory Environments And Market Demand

Exelon’s analyst price target has increased modestly from $49.33 to $49.88 per share. Analysts point to the company's resilient fundamentals and prospects for steady earnings growth, despite mixed views on regulatory headwinds and valuation discounts.
User avatar
Narrative Update • Oct 28

Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook

Exelon's analyst price target has risen from $47.93 to $49.33, reflecting analysts' growing confidence in the company's regulatory stability and earnings outlook, even though projected growth rates have been slightly reduced. Analyst Commentary Recent research coverage of Exelon has focused on both the company's solid regulatory positioning and changing expectations for growth and valuation.
User avatar
Narrative Update • Oct 13

Electricity Demand And Clean Energy Policies Will Expand Infrastructure

Exelon's analyst price target has increased modestly. It has risen by approximately $1 to $47.93, as analysts expect steady earnings growth and reaffirmed guidance to support valuation.
Analysis Article • Sep 19

Earnings Working Against Exelon Corporation's (NASDAQ:EXC) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Seeking Alpha • Feb 21

Exelon: Why I See Upside This Year

Summary I maintain a buy rating on Exelon Corporation due to its attractive valuation, steady earnings trajectory, and bullish technical chart. EXC's Q4 non-GAAP EPS of $0.64 beat expectations, and revenue of $5.5 billion showed a slight increase, reinforcing positive sentiment. Despite underperforming the S&P 500, EXC's anticipated EPS growth of 5-7% and a potential 10% price increase offer a decent margin of safety. Key risks include regulatory changes, high capex, interest rate exposure, and natural disaster risk, but the technical outlook remains strong with a bullish breakout target of $50. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Exelon: A Unique Utility With Double-Digit Upside

Summary Exelon is a Strong Buy due to its favorable valuation and growth prospects tied to data center demand and an expanding rate base. The company's unique focus on energy transmission and distribution insulates it from commodity price volatility. Exelon is well into a $34B investment plan that is targeting grid reliability, the integration of renewables, and building out capacity. Trading at a P/E of 15.6, Exelon is notably undervalued by its historical averages. Combining its projected EPS growth and the dividend, the stock offers double-digit total return potential. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

Exelon Is A Reasonably Priced Utility For Income Investors

Summary Exelon Corporation is a utility services holding company with diverse holdings in major US cities, offering stability and income potential for investors. Exelon trades at a price/book ratio of 1.54, below the sector median, and has a P/E ratio of 16.45, indicating better value. The company shows slow but steady revenue and net income growth, with a forward P/E of 15.31 and a yield of 3.77%, surpassing the sector median. Despite noteworthy debt, Exelon’s positive cash flow and consistent dividend growth make it a strong buy for income investors in the utility sector. Read the full article on Seeking Alpha

Shareholder Returns

EXCUS Electric UtilitiesUS Market
7D-1.1%-1.9%-0.9%
1Y-0.5%-0.07%14.2%

Return vs Industry: EXC matched the US Electric Utilities industry which returned -0.2% over the past year.

Return vs Market: EXC underperformed the US Market which returned 14.1% over the past year.

Price Volatility

Is EXC's price volatile compared to industry and market?
EXC volatility
EXC Average Weekly Movement2.8%
Electric Utilities Industry Average Movement2.6%
Market Average Movement6.9%
10% most volatile stocks in US Market15.3%
10% least volatile stocks in US Market2.9%

Stable Share Price: EXC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: EXC's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199920,571Calvin Butlerwww.exeloncorp.com

Exelon Corporation, a utility services holding company, engages in the energy distribution and transmission businesses in the United States. The company is involved in the purchase and regulated retail sale of electricity and natural gas; transmission and distribution of electricity; and distribution of natural gas to retail customers. It serves residential, commercial, industrial, and public authorities and electric railroads customers.

Exelon Corporation Fundamentals Summary

How do Exelon's earnings and revenue compare to its market cap?
EXC fundamental statistics
Market capUS$44.55b
Earnings (TTM)US$2.78b
Revenue (TTM)US$25.33b
16.0x
P/E Ratio
1.8x
P/S Ratio

Is EXC overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EXC income statement (TTM)
RevenueUS$25.33b
Cost of RevenueUS$14.60b
Gross ProfitUS$10.73b
Other ExpensesUS$7.95b
EarningsUS$2.78b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.70
Gross Margin42.36%
Net Profit Margin10.99%
Debt/Equity Ratio177.4%

How did EXC perform over the long term?

See historical performance and comparison

Dividends

3.9%
Current Dividend Yield
60%
Payout Ratio

Does EXC pay a reliable dividends?

See EXC dividend history and benchmarks
When do you need to buy EXC by to receive an upcoming dividend?
Exelon dividend dates
Ex Dividend DateSep 04 2026
Dividend Pay DateSep 15 2026
Days until Ex dividend9 days
Days until Dividend pay date2 days

Does EXC pay a reliable dividends?

See EXC dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 01:57
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Exelon Corporation is covered by 29 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide