Exelon stock holds steady after a 2026 EPS miss
Published on 08/21/2026 at 21:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Exelon Corp. (US30161N1019) is trading near $45 after the latest quarter showed $0.43 adjusted EPS, $5.97 billion in revenue, and FY 2026 guidance of $2.81 to $2.91 per share. The stock also sits below a $46.71 200-day average and a $50.65 1-year high, which keeps the next move tied to execution rather than headline growth.
Quarterly details
On July 30, 2026, Exelon reported earnings of $0.43 a share, missing the $0.44 consensus by $0.01. Revenue came in at $5.97 billion, which was 10.0% higher than the same quarter a year earlier and above the $5.44 billion estimate.
The gap between profit and sales is the key read-through for utility investors. Exelon's net margin was 10.99%, return on equity was 9.81%, and the company reiterated FY 2026 adjusted operating EPS guidance of $2.81 to $2.91.
Analyst backdrop
Market commentary on August 21, 2026 pointed to a steadier valuation setup, with a consensus rating of Hold and an average target price of $48.88. That compares with a $45.06 close and suggests analysts are still pricing in a modest rerating rather than a sharp break in sentiment.
The stock's 1-year low of $42.58 and 1-year high of $50.65 frame the trading range. With a market cap of $46.51 billion, the share price now reflects a utility that is growing revenue faster than earnings while carrying a 0.31 beta.
Exelon service mix
Exelon remains a regulated utility group with roughly 90.6% of net sales tied to electricity distribution and transmission, plus 9.4% from natural gas distribution. That mix matters because the July 30 quarter again showed how rate-base growth and cost control can move EPS more than pure volume growth.
Shares and dividend
Exelon stock closed at $45.06 on August 20, 2026, and the market value was $46.51 billion as of August 21, 2026. The company also declared a quarterly dividend of $0.42 a share, equal to $1.68 annualized and a 3.7% yield.
Fact box
Company: Exelon Corp.
ISIN: US30161N1019
Ticker: EXC
Exchange: Nasdaq
Price (as of August 20, 2026, 4:00 p.m. ET): $45.06 USD
Market cap: $46.51 billion (as of August 21, 2026)
Sector / Industry: Utilities / Electric Utilities
Index membership: Nasdaq-100
Next earnings date: September 4, 2026
