Howard Capital Management LLC Purchases 104,125 Shares of Exelon Corporation $EXC

Posted by Francis Steltz on Oct 17th, 2026

Howard Capital Management LLC raised its position in shares of Exelon Corporation (NASDAQ:EXC – Free Report) by 149.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 173,727 shares of the company’s stock after buying an additional 104,125 shares during the period. Howard Capital Management LLC’s holdings in Exelon were worth $7,019,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. NFSG Corp raised its stake in shares of Exelon by 4,919.6% during the third quarter. NFSG Corp now owns 13,854 shares of the company’s stock valued at $560,000 after acquiring an additional 13,578 shares during the last quarter. V Square Quantitative Management LLC grew its stake in shares of Exelon by 10.2% in the third quarter. V Square Quantitative Management LLC now owns 23,657 shares of the company’s stock worth $956,000 after purchasing an additional 2,198 shares during the last quarter. AdvisorNet Financial Inc grew its stake in shares of Exelon by 11.5% in the third quarter. AdvisorNet Financial Inc now owns 30,607 shares of the company’s stock worth $1,304,000 after purchasing an additional 3,157 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in Exelon by 633.9% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,710,111 shares of the company’s stock valued at $149,888,000 after purchasing an additional 3,204,547 shares during the period. Finally, Ninety One UK Ltd purchased a new position in Exelon during the 3rd quarter valued at about $402,000. Hedge funds and other institutional investors own 80.92% of the company’s stock.

Exelon Trading Up 2.4%

Shares of NASDAQ EXC traded up $1.02 during midday trading on Friday, hitting $43.50. 6,758,995 shares of the company traded hands, compared to its average volume of 8,284,634. Exelon Corporation has a 12-month low of $39.73 and a 12-month high of $50.65. The firm has a market cap of $44.90 billion, a P/E ratio of 15.93, a P/E/G ratio of 2.32 and a beta of 0.30. The stock has a 50-day moving average price of $42.99 and a 200 day moving average price of $45.23. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.99 and a current ratio of 1.09.

Exelon (NASDAQ:EXC – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The company reported $0.43 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.01). The company had revenue of $5.97 billion during the quarter, compared to analysts’ expectations of $5.44 billion. Exelon had a return on equity of 9.81% and a net margin of 10.99%. The business’s quarterly revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the business earned $0.39 earnings per share. Exelon has set its FY 2026 guidance at 2.810-2.910 EPS. As a group, analysts expect that Exelon Corporation will post 2.86 earnings per share for the current year.

Exelon Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, September 4th were given a $0.42 dividend. The ex-dividend date of this dividend was Friday, September 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.9%. Exelon’s dividend payout ratio is currently 61.54%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on EXC shares. Argus lowered their price target on Exelon from $52.00 to $49.00 and set a “buy” rating for the company in a research report on Tuesday, September 22nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Exelon in a research note on Tuesday, October 6th. Truist Financial decreased their target price on Exelon from $48.00 to $46.00 and set a “hold” rating for the company in a report on Friday. KeyCorp raised Exelon from an “underweight” rating to a “sector weight” rating in a research note on Monday. Finally, Morgan Stanley cut their price target on shares of Exelon from $53.00 to $50.00 and set an “equal weight” rating on the stock in a report on Friday, September 18th. Four analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $49.20.

Check Out Our Latest Research Report on EXC

Key Headlines Impacting Exelon

Here are the key news stories impacting Exelon this week:

Positive Sentiment: KeyBanc upgraded Exelon (EXC) from Underweight to Sector Weight, removing a bearish stance and potentially improving sentiment toward the regulated utility. KeyBanc upgrades Exelon to sector weight from underweight
Positive Sentiment: Commentary on data-center-driven electricity demand argues that a reassessment of grid investment and power needs could strengthen Exelon’s longer-term growth outlook. Battery-storage projects and grid modernization also provide potential strategic support. The Bull Case For Exelon Could Change Following A Data Center-Driven Grid Rethink
Neutral Sentiment: KeyBanc assigned a $41 price target alongside its upgrade, below the reference price of $43.50, suggesting the change mainly reflects reduced downside risk rather than strong expected appreciation. KeyBanc sets USD 41.00 target for Exelon stock after upgrade
Neutral Sentiment: Scotiabank reiterated its Hold rating, indicating no major change in its view of Exelon’s valuation or outlook. Scotiabank reaffirms Hold rating on Exelon
Neutral Sentiment: Exelon’s operating companies called for an “all-hands-on-deck” approach to electricity supply, highlighting the need for coordinated grid and supply-chain planning as demand grows. The statement is strategically relevant but does not announce a near-term financial impact. Exelon companies call for all-hands-on-deck supply approach
Negative Sentiment: Truist cut its price target from $48 to $46 and maintained a Hold rating, signaling more limited upside expectations. Truist lowers Exelon price target
Negative Sentiment: Goldman Sachs maintained its Sell rating, reinforcing the downside view from a major analyst and offsetting KeyBanc’s upgrade. Goldman Sachs sticks to Sell rating for Exelon

About Exelon

(Free Report)

Exelon Corporation (NASDAQ:EXC) is a regulated utility holding company focused on the transmission and distribution of electricity and the delivery of natural gas. Through its operating companies, Exelon provides energy delivery, infrastructure, grid modernization, reliability, and related customer services rather than operating a competitive power-generation business.

Exelon’s six principal utilities are Commonwealth Edison (ComEd) in Illinois; PECO in Pennsylvania; Baltimore Gas and Electric (BGE) in Maryland; Delmarva Power in Delaware and Maryland; Atlantic City Electric in New Jersey; and Pepco in Washington, DC, and Maryland.