Sequoia Financial Advisors LLC Grows Holdings in Exelon Corporation $EXC

Posted by Brian Himes on Jul 15th, 2026

Sequoia Financial Advisors LLC lifted its stake in shares of Exelon Corporation (NASDAQ:EXC – Free Report) by 30.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,656 shares of the company’s stock after buying an additional 12,940 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Exelon were worth $2,728,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Bell Investment Advisors Inc boosted its stake in Exelon by 113.4% during the 1st quarter. Bell Investment Advisors Inc now owns 540 shares of the company’s stock valued at $26,000 after acquiring an additional 287 shares during the last quarter. Motiv8 Investments LLC bought a new stake in shares of Exelon in the 4th quarter worth about $25,000. Optima Capital LLC acquired a new stake in shares of Exelon in the 4th quarter valued at about $25,000. SHP Wealth Management acquired a new stake in shares of Exelon in the 4th quarter valued at about $26,000. Finally, Beacon Financial Strategies CORP bought a new position in shares of Exelon during the fourth quarter worth about $26,000. Institutional investors own 80.92% of the company’s stock.

Exelon Price Performance

EXC opened at $46.92 on Wednesday. The firm has a market cap of $48.01 billion, a price-to-earnings ratio of 17.19, a price-to-earnings-growth ratio of 2.73 and a beta of 0.31. Exelon Corporation has a fifty-two week low of $42.47 and a fifty-two week high of $50.65. The company’s 50-day moving average price is $45.81 and its 200 day moving average price is $46.34. The company has a quick ratio of 0.85, a current ratio of 0.94 and a debt-to-equity ratio of 1.65.

Exelon (NASDAQ:EXC – Get Free Report) last issued its earnings results on Wednesday, May 6th. The company reported $0.91 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.03. The company had revenue of $7.24 billion during the quarter, compared to the consensus estimate of $6.93 billion. Exelon had a return on equity of 9.83% and a net margin of 11.21%.Exelon’s quarterly revenue was up 7.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.92 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, sell-side analysts expect that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Thursday, June 4th were given a dividend of $0.42 per share. The ex-dividend date was Thursday, June 4th. This represents a $1.68 dividend on an annualized basis and a yield of 3.6%. Exelon’s payout ratio is currently 61.54%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on EXC. TD Cowen decreased their price target on Exelon from $51.00 to $49.00 and set a “hold” rating for the company in a research note on Friday, May 15th. Morgan Stanley reduced their target price on Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Citigroup started coverage on Exelon in a research report on Thursday, March 26th. They issued a “buy” rating and a $58.00 target price for the company. Weiss Ratings downgraded Exelon from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 9th. Finally, Jefferies Financial Group lowered Exelon from a “buy” rating to a “hold” rating and dropped their price target for the company from $55.00 to $50.00 in a research report on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Exelon currently has an average rating of “Hold” and a consensus price target of $50.27.

View Our Latest Report on Exelon

Exelon Company Profile

(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.

Formed in 2000 through the merger of Unicom and PECO Energy, Exelon historically combined generation and regulated utility businesses.