Exelon Corporation (EXC) AI Stock Analysis

Exelon Corporation is a utility services holding company headquartered in Chicago, Illinois, specializing in energy generation, delivery, and marketing throughout the United States and Canada. Its generation assets span nuclear, fossil fuel, wind, hydroelectric, biomass, and solar power facilities. Exelon supplies wholesale and retail customers with electricity, natural gas, and renewable energy products. The company also operates regulated retail sales along with electricity and natural gas transmission and distribution networks for residential, commercial, and industrial consumers. Additionally, Exelon provides support services including information technology, legal, human resources, and financial management to sustain its infrastructure operations.

Between FY2021 and FY2025, Exelon increased annual revenue from $17.94B to $24.26B, including 5.3% top-line growth in FY2025. Over the same span, net income expanded from $1.71B to $2.77B, lifting diluted EPS from $2.82 in FY2021 to $2.76 in FY2025 following a dip to $2.26 in FY2022. Operating margins improved from 15.0% in FY2021 to 21.2% in FY2025, though gross margin contracted to 27.9%. For the trailing twelve months ended June 30, 2026, revenue totaled $25.33B with an operating margin of 16.6%. In the latest quarter, revenue rose 9.9% year-over-year, while quarterly earnings declined 0.2%.

As of June 30, 2026, Exelon held $1.25B in cash and short-term investments against $52.28B in total debt, resulting in net debt of $51.03B and a debt-to-equity ratio of 1.76. Total assets stood at $120.50B versus $29.70B in shareholders' equity, with a current ratio of 1.00. In FY2025, operating cash flow reached $6.25B, but capital expenditures of $8.53B led to free cash flow of -$2.27B. The company allocated $1.62B to dividends paid in FY2025, and its share count expanded 4.9% over five years.

Exelon trades at a trailing P/E of 16.0x and a forward P/E of 13.7x, both below the median of its Nasdaq-100 Utilities peers at 22.0x and 17.2x. Its price-to-sales of 1.8x and EV/EBITDA of 9.9x also sit below the peer medians of 3.1x and 12.6x. Over the past year, Exelon shares delivered a return of -4.8%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, the stock returned 46.3% compared to 83.0% for SPY.

Exelon offers an annual forward dividend of $1.68 per share, representing a 3.86% dividend yield and a payout ratio of 59.5%. Distributions are paid quarterly, and the company has maintained dividend payments for 54 consecutive years. Over the trailing five years, its dividend grew at an annualized rate of 7.9%, with the most recent ex-dividend date on September 4, 2026.

Wall Street coverage includes 4 Strong Buy, 1 Buy, 15 Hold, and 1 Strong Sell ratings. The mean price target of $48.81 sits 12.2% above the last close of $43.50. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $2.86 on revenue of $25.54B. For FY2027, 19 analysts project EPS of $3.04 on revenue of $26.33B. Exelon beat EPS estimates in 3 of the last 4 quarters, with its next earnings report scheduled for October 30, 2026.

This page is an AI-written research summary of Exelon Corporation (EXC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: EXC income statement, EXC balance sheet, EXC key metrics, EXC analyst forecast, EXC chart. See the EXC stock overview for the latest quote and news.