Nov. 2 at 2:04 PM
$EXC "Heads up alert! Only three days until Upcoming earnings on Tuesday, 11/4/2025 for
$EXC
Neutral (5.5)
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In evaluating Exelon Corporation (EXC), the company demonstrates a balanced outlook amid a backdrop of evolving growth expectations and strategic initiatives.
The consensus analyst price target has seen a modest increase, reflecting a growing optimism regarding Exelon's stable regulatory environment and potential for steady earnings growth.
Currently, Exelon boasts a P/E ratio of approximately 17.5, which is competitive within the utility sector, particularly against peers like NextEra Energy and Duke Energy, which have P/E ratios of 25.8 and 19.4 respectively.
The company reported an EPS growth of around 5% year-over-year, indicating consistent profitability and operational efficiency.
Revenue forecasts suggest a steady increase, with expectations of
$14 billion for the upcoming fiscal year, supported by rate cases and urban market strength, despite potential offsets from storm-related costs.
Exelon's commitment to infrastructure investment and grid modernization is expected to enhance its long-term earnings potential, making it an attractive choice for dividend-seeking investors, especially given its recent quarterly dividend declaration of
$0.40 per share.
Looking ahead to the upcoming earnings report scheduled for November 4, 2025, analysts are cautiously optimistic.
Historical performance shows that Exelon has a strong track record of beating earnings estimates, which could be aided by the favorable regulatory environment and increasing demand from data centers.
The consensus estimate for the upcoming quarter anticipates earnings of
$1.X.05 per share, reflecting a year-over-year increase.
Analysts are particularly focused on how operational efficiencies and customer-focused initiatives may impact the bottom line.
The potential for earnings surprises remains high, especially as institutional interest in the stock continues to grow, with institutions holding approximately 87% of the shares.
In terms of sector performance, the utility sector is currently experiencing a robust phase, driven by increased demand for clean energy solutions and regulatory support for sustainable practices.
Exelon's strategic initiatives align well with these sector trends, positioning the company for continued growth and investor confidence in the coming quarters.
- Funds were net buyers of
$EXC during the previous reporting quarter.
- Funds with large holdings in
$EXC include:
- GQG Partners LLC, MV:
$1.X,201MM. Fund Rank: 84%
- Canada Pension , MV:
$243MM. Fund Rank: 78%
- Electron Capital Partners LLC, MV:
$68MM. Fund Rank: 88%
www.electroncapital.com
- Point72 Asset Management LP, MV:
$17MM. Fund Rank: 91%
www.point72.com
- Sir Capital Management LP, MV:
$15MM. New position. Fund Rank: 67%
- Last 10 days performance: -4%
- Last 30 days performance: 3%
- Last 90 days performance: 4%
Some of the latest news articles:
- Title: Exelon to Release Q3 Earnings: What's in the Cards for the Stock?
Publication Date: 10/31/2025 3:08:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/exelon-release-q3-earnings-whats-150800809.html?.tsrc=rss
- Title: Looking at the Narrative for Exelon After Analyst Upgrades and Evolving Growth Expectations
Publication Date: 10/30/2025 6:16:23 PM, Source: yahoo
URL: https://finance.yahoo.com/news/looking-narrative-exelon-analyst-upgrades-181623175.html?.tsrc=rss
- Title: Ahead of Exelon (EXC) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Publication Date: 10/30/2025 1:15:02 PM, Source: yahoo
URL: https://finance.yahoo.com/news/ahead-exelon-exc-q3-earnings-131502927.html?.tsrc=rss
- Title: Exelon Corporation Declares Dividend
Publication Date: 10/29/2025 8:05:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/exelon-corporation-declares-dividend-200500042.html?.tsrc=rss
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