Independent Financial Group LLC Takes $562,000 Position in Exelon Corporation $EXC

Posted by George Bondi on Jul 23rd, 2026

Independent Financial Group LLC acquired a new position in Exelon Corporation (NASDAQ:EXC – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,473 shares of the company’s stock, valued at approximately $562,000.

Other large investors have also modified their holdings of the company. Bell Investment Advisors Inc raised its holdings in Exelon by 113.4% in the 1st quarter. Bell Investment Advisors Inc now owns 540 shares of the company’s stock worth $26,000 after acquiring an additional 287 shares during the period. Motiv8 Investments LLC bought a new stake in Exelon during the fourth quarter valued at about $25,000. Optima Capital LLC acquired a new stake in shares of Exelon in the fourth quarter valued at about $25,000. SHP Wealth Management acquired a new stake in shares of Exelon in the fourth quarter valued at about $26,000. Finally, Beacon Financial Strategies CORP bought a new position in shares of Exelon in the fourth quarter worth about $26,000. 80.92% of the stock is owned by institutional investors.

Exelon Trading Up 1.8%

Shares of Exelon stock opened at $46.70 on Thursday. Exelon Corporation has a 52-week low of $42.58 and a 52-week high of $50.65. The firm has a market capitalization of $47.78 billion, a PE ratio of 17.11, a price-to-earnings-growth ratio of 2.66 and a beta of 0.31. The company has a debt-to-equity ratio of 1.65, a current ratio of 0.94 and a quick ratio of 0.85. The company’s fifty day moving average price is $46.02 and its two-hundred day moving average price is $46.45.

Exelon (NASDAQ:EXC – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The company reported $0.91 EPS for the quarter, topping 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 net margin of 11.21% and a return on equity of 9.83%. The firm’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same period last year, the firm earned $0.92 EPS. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. On average, analysts expect that Exelon Corporation will post 2.86 EPS for the current year.

Exelon Dividend Announcement

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

Analyst Ratings Changes

EXC has been the subject of several research analyst reports. Jefferies Financial Group cut Exelon from a “buy” rating to a “hold” rating and cut their price objective for the stock from $55.00 to $50.00 in a research report on Monday, April 20th. Barclays downgraded Exelon from an “overweight” rating to an “equal weight” rating and dropped their price target for the stock from $50.00 to $49.00 in a research report on Friday, April 17th. BMO Capital Markets reiterated a “market perform” rating and set a $49.00 price target (down from $52.00) on shares of Exelon in a report on Friday, April 17th. TD Cowen reduced their price objective on Exelon from $51.00 to $49.00 and set a “hold” rating for the company in a research report on Friday, May 15th. Finally, Morgan Stanley lowered their price objective on shares of Exelon from $56.00 to $55.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 21st. Four research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $50.33.

View Our Latest Report on Exelon

About Exelon

(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.