Exelon Corp.

Exelon Corp.

EXC

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Market Cap$46.7B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Exelon Corp.Exelon Corp.16.83.55%9%3.81.7

Earnings Call Q1 2026

May 6, 2026 - AI Summary

Earnings beat + maintained full-year guidance (good/surprising) - Reported 2026 Q1 adjusted operating earnings of $0.91/share, slightly ahead of indications, driven mainly by favorable net weather and timing-related items. - Q1 vs. Q1’25: $0.91 vs $0.92 (lower year-over-year due to rate timing/new rate effects and a few expense offsets, partially offset by weather/timing tailwinds). - Reaffirmed 2026 adjusted operating earnings guidance: $2.81 to $2.91/share. - Seasonality expectation: Q2 ~15% of the midpoint of full-year guidance; first half targeted at ~47% of full-year earnings (to align with historical seasonality shaping).
Capital plan reshaped for “affordability + reliability” (good, with clear trade-offs) - Revised four-year capital plan: invest ~$10B in 2026 and $41.7B total through 2029. - Change vs prior plan: $1.1B of project deferrals/reductions (notably PICO + BGE distribution) offset by $1.5B incremental transmission investment (to support load growth/data center customers with Transmission Security Agreements). - Transmission growth outlook: transmission rate base expected to grow ~16% through 2029, and they retain an upside transmission rate base/capital opportunity range of $12B–$17B (not including some newer competitive bids or solar/storage opportunities).
Cost actions: $350M of incremental O&M savings in 2027 (important negative risk + opportunity) - Management is pulling back on certain projects and delivering $350M incremental O&M savings in 2027, attributed to not pursuing some work, plus efficiency initiatives (AI/technology transformation, reduced contractor use, managed hiring, and a targeted voluntary separation program later this year). - They emphasize savings are intended to be sustainable through 2029 and not to compromise safety/reliability—but it’s also a risk area for execution, labor continuity, and regulatory scrutiny. - Operating expense growth target: expense growth ~below inflation, with no more than ~2% adjusted O&M growth through 2029.

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$48.79

Target Price by Analysts

8.2% upsideExelon Target Price DetailsTarget Price
$20.37

Current Fair Value

54.8% downside

Overvalued by 54.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$46.70 Billion
Enterprise Value$96.67 Billion
Dividend Yield$1.22 (3.55%)
Earnings per Share$2.74
Beta0.42
Outstanding Shares1,024,000,000

Return

Return on Equity9.48%ROE
Return on Assets2.37%
Return on Invested Capital3.60%

Valuation & Multiples

P/E Ratio16.82P/E Ratio
PEG1388.19PEG
Price to Sales3.76Price to Sales
Price to Book Ratio1.61Price to Book Ratio
Enterprise Value to Revenue7.65
Enterprise Value to EBIT24.9
Enterprise Value to Net Income34
Total Debt to Enterprise0.53
Debt to Equity1.75Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.90
Average shareholder expectation
Revenue Estimate
$7.02 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$0.48
Average shareholder expectation
Revenue Estimate
$5.40 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4156 32.50%
Total Calls3,485,421 6.02%
Total Puts1,448,600 40.50%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.93% 0.01%
Total Invested$44.04B 12.38%
Investors Holding1,310 26.00%

ESG Score

No data

About Exelon Corp.

CEO: Christopher Crane

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, which directly influences the corporate tax burden and financial environment for Exelon.

Finance

This committee controls federal taxation and trade policy, directly impacting Exelon's corporate profitability through tax rates, credits, and potential tariffs on imported equipment or fuel.

Appropriations

This committee allocates specific federal spending, directly influencing potential funding for nuclear energy research, infrastructure upgrades, and clean energy initiatives that could benefit or impact Exelon.

Energy and Natural Resources

This committee directly oversees national energy policy, the Department of Energy, and initiatives related to nuclear power, critically influencing regulations, research funding, and the future landscape for Exelon's industry.

Environment and Public Works

This committee directly regulates the Nuclear Regulatory Commission (NRC), the primary body overseeing nuclear power plant safety, licensing, and operations, making it highly impactful on Exelon's core business and regulatory costs.