EXELON ($EXC) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $0.91 per share, beating estimates of $0.89 by $0.02. The company also reported revenue of $7,242,000,000, beating estimates of $6,999,303,747 by $242,696,253.
You can see Quiver Quantitative's $EXC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
EXELON Hedge Fund Activity
We have seen 617 institutional investors add shares of EXELON stock to their portfolio, and 513 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 35,790,315 shares (-72.1%) from their portfolio in Q4 2025, for an estimated $1,560,099,830
- CAPITAL INTERNATIONAL INVESTORS added 16,938,125 shares (+inf%) to their portfolio in Q4 2025, for an estimated $738,332,868
- CAPITAL WORLD INVESTORS added 8,987,453 shares (+807.4%) to their portfolio in Q4 2025, for an estimated $391,763,076
- BLACKROCK, INC. added 6,218,983 shares (+5.5%) to their portfolio in Q4 2025, for an estimated $271,085,468
- ATLAS INFRASTRUCTURE PARTNERS (UK) LTD. removed 4,967,487 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $216,532,758
- BANK OF AMERICA CORP /DE/ added 3,320,097 shares (+72.4%) to their portfolio in Q4 2025, for an estimated $144,723,028
- ALLIANZ ASSET MANAGEMENT GMBH added 3,107,644 shares (+69.0%) to their portfolio in Q4 2025, for an estimated $135,462,201
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
EXELON Government Contracts
We have seen $148,831,705 of award payments to $EXC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ENERGY PERFORMANCE SAVING CONTRACT - TO INSTALL ENERGY EFFICIENT EQUIPMENT: $103,665,254
- IGF::OT::IGF ESPC AT MARINE CORPS LOGISTICS BASE ALBANY. CONSTRUCTION AND PERFORMANCE PERIOD SERVICES FOR ...: $6,429,922
- UESC ECMS DPW FORT MEADE MD IGF::OT::IGF: $2,551,735
- BGE (GAS & ELECTRIC BILLS) METER# 1 & 2 CONTRACT# 75N99022F00001: $2,322,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
EXELON Analyst Ratings
Wall Street analysts have issued reports on $EXC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/27/2026
- Barclays issued a "Overweight" rating on 01/22/2026
- Wells Fargo issued a "Overweight" rating on 01/20/2026
To track analyst ratings and price targets for EXELON, check out Quiver Quantitative's $EXC forecast page.
EXELON Price Targets
Multiple analysts have issued price targets for $EXC recently. We have seen 15 analysts offer price targets for $EXC in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Richard Sunderland from Truist Securities set a target price of $50.0 on 04/21/2026
- Eric Heath from Keybanc set a target price of $43.0 on 04/21/2026
- David Arcaro from Morgan Stanley set a target price of $55.0 on 04/21/2026
- Stephen D'Ambrisi from RBC Capital set a target price of $48.0 on 04/20/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $50.0 on 04/20/2026
- James Thalacker from BMO Capital set a target price of $49.0 on 04/17/2026
- Nicholas Campanella from Barclays set a target price of $49.0 on 04/17/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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