Exelon (NASDAQ:EXC) Given New $51.00 Price Target at Mizuho

14 Feb 2026, 04:58 by Doug Wharley · The Cerbat Gem

Exelon (NASDAQ:EXC – Free Report) had its target price upped by Mizuho from $47.00 to $51.00 in a research report sent to investors on Friday morning, MarketBeat Ratings reports. The firm currently has an outperform rating on the stock.

EXC has been the topic of a number of other reports. Royal Bank Of Canada initiated coverage on Exelon in a research note on Wednesday, January 7th. They issued a “sector perform” rating and a $51.00 price target on the stock. UBS Group cut their target price on Exelon from $49.00 to $48.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. TD Cowen started coverage on Exelon in a research note on Thursday, October 16th. They set a “hold” rating and a $49.00 target price for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Exelon in a research note on Friday, October 31st. Finally, Wolfe Research cut shares of Exelon from an “outperform” rating to a “peer perform” rating in a report on Tuesday, January 27th. Eight analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $49.93.

Read Our Latest Analysis on EXC

Exelon Stock Up 2.0%

Shares of Exelon stock opened at $48.48 on Friday. The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 1.66. Exelon has a 52-week low of $41.71 and a 52-week high of $48.72. The company has a market capitalization of $48.98 billion, a P/E ratio of 17.76, a P/E/G ratio of 2.78 and a beta of 0.45. The company has a 50 day moving average of $44.11 and a 200 day moving average of $44.87.

Exelon (NASDAQ:EXC – Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. Exelon had a net margin of 11.41% and a return on equity of 9.97%. The company had revenue of $5.41 billion for the quarter, compared to the consensus estimate of $5.42 billion. During the same period in the prior year, the firm posted $0.64 EPS. The company’s quarterly revenue was down 1.1% compared to the same quarter last year. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, research analysts forecast that Exelon will post 2.64 EPS for the current fiscal year.

Exelon Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 3.5%. This is a positive change from Exelon’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Monday, March 2nd. Exelon’s dividend payout ratio is presently 57.35%.

Institutional Investors Weigh In On Exelon

Several large investors have recently modified their holdings of EXC. Sowell Financial Services LLC raised its position in Exelon by 1.1% in the 3rd quarter. Sowell Financial Services LLC now owns 20,499 shares of the company’s stock valued at $923,000 after purchasing an additional 215 shares during the last quarter. Manchester Capital Management LLC raised its holdings in shares of Exelon by 11.6% in the second quarter. Manchester Capital Management LLC now owns 2,164 shares of the company’s stock valued at $94,000 after buying an additional 225 shares during the last quarter. Empirical Finance LLC raised its holdings in shares of Exelon by 0.7% in the second quarter. Empirical Finance LLC now owns 34,812 shares of the company’s stock valued at $1,512,000 after buying an additional 226 shares during the last quarter. Boyd Watterson Asset Management LLC OH boosted its stake in shares of Exelon by 4.8% during the second quarter. Boyd Watterson Asset Management LLC OH now owns 5,030 shares of the company’s stock worth $218,000 after buying an additional 229 shares during the period. Finally, Plimoth Trust Co. LLC grew its holdings in shares of Exelon by 1.8% during the fourth quarter. Plimoth Trust Co. LLC now owns 13,055 shares of the company’s stock worth $569,000 after buying an additional 230 shares during the last quarter. 80.92% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Exelon

Here are the key news stories impacting Exelon this week:

Positive Sentiment: Q4 beat and upbeat 2026 outlook — Exelon reported $0.59 EPS (above consensus) and launched FY2026 guidance of $2.81–$2.91, signaling stronger underlying power markets and rate benefits. BusinessWire: Q4 & 2026 Outlook
Positive Sentiment: Analyst upgrades — Several firms raised price targets (Wells Fargo to $53, Mizuho to $51, BMO to $51) and reiterated overweight/outperform views, supporting near-term upside. Benzinga: Analyst Coverage The Fly: Mizuho
Positive Sentiment: Dividend raise — Exelon increased its quarterly dividend to $0.42 (5% increase), boosting income appeal and supporting yield-sensitive investors. (Ex‑dividend: Mar 2; pay date: Mar 13)
Positive Sentiment: Transmission project approved — PJM Board advanced a ~220‑mile, 765‑kV transmission line co‑sponsored with NextEra, supporting long‑term transmission revenue and grid reliability opportunities. PR Newswire: PJM Approval
Positive Sentiment: Electrification & AI tailwinds — Analysts/commentary highlight Exelon as a play on electrification and demand from AI data centers, reinforcing the company’s long‑term growth narrative. Seeking Alpha: Electrification/AI Tailwinds
Neutral Sentiment: Capex / growth plan — Exelon unveiled a $41.3B infrastructure investment plan through 2029, which supports growth but increases near‑term capital intensity. Zacks: Capex Plan
Neutral Sentiment: Revenue and call details — Revenue slightly missed expectations ($5.41B vs $5.42B) and management hosted an earnings call; read the transcript for detail on generation, commodity exposure and rate assumptions. MSN: Earnings Transcript
Neutral Sentiment: Short‑interest note — Recent short‑interest data in feeds appears anomalous/zero and is not a meaningful signal for today’s move.
Negative Sentiment: YoY profit decline — EPS declined versus the prior year (Q4: $0.59 vs $0.64 a year ago), a reminder that beat was driven by mix/rates rather than higher volume; monitor commodity and weather sensitivity. BusinessWire: Results

Exelon Company Profile

(Get Free Report)

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.