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EXEXC

Exelon Corporation

$EXC·$43B·Regulated Electric·Utilities
$43.50+2.4%YTD-2.5%1Y-8.2%
Price updated 6h ago·X counts updated 5d ago
EXEXC
$EXCExelon Corporation
$43.50+2.40%126 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $EXC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

126X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EXC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EXC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Exelon at 7% of 52-week range — classic regulated utility at 16.9x P/E, data-center-attached rate-base is quietly growing.

Exelon Corporation is a US regulated electric and natural gas utility — serving Illinois, Pennsylvania, Maryland, Delaware, DC, and New Jersey through ComEd, PECO, BGE, Delmarva, and Atlantic City Electric. The stock is down 7% YTD and 7% of its 52-week range on 1.63x normal volume into Nov 3 earnings.

  • The P&L is firm: revenue grew 7.9% YoY to $7.24B last quarter at a 21% operating margin and EPS $0.90 — regulated-utility growth driven by rate-base expansion plus NEM 3.0 regulatory wins across the service areas.
  • At 16.9x trailing earnings and 1.9x sales for a Fed-up-cycle-friendly regulated utility, Exelon is reasonably priced — the data-center-attached rate-base growth story (data-center demand in the ComEd Illinois service area) is a specific tailwind that hasn't fully flowed through.
  • No material insider selling in the window; director A-Awards (Cheshire, Rogers, Lillie) are routine; the volume at 1.63x normal is positive accumulation signal.

Stalled holds until Nov 3 earnings confirm rate-base growth and management reiterates FY27 EPS guide trajectory. A soft Illinois rate-case outcome, or any specific commentary on Maryland regulatory tightening, is what tips this toward breaking-down; a specific data-center-related rate-base growth plus FY27 EPS guide above $2.75 is what breaks the stalled tape higher.

What to watch: Nov 3 earnings — rate-base growth, data-center demand in ComEd service area, Illinois rate-case progress, FY27 EPS guide. An Illinois rate-case setback or Maryland regulatory tightening is what breaks the stalled tape lower.

On the calendar: 2026-11-03 — Q3 FY26 earnings

Read the AI verdict on $EXC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates regulated electric and gas distribution utilities across six US states focused on transmission and delivery.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $EXC.

Regulated Electric · Utilities

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $EXC

Direct beneficiary — Operates regulated electric and gas distribution utilities across six US states focused on transmission and delivery.

Industry benchmark

26-name peer basket
-3.4%YTD
-4.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.43$0.44-1.3%
Q1 2026May 6, 2026$0.91$0.88+2.9%
Q4 2025Feb 12, 2026$0.59$0.55+7.9%
Q3 2025Nov 4, 2025$0.86$0.78+10.5%
Next earningsFri, Oct 30·consensus EPS $0.80

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.2B+7.9%28.3%22.2%$0.90$-634.0M
Q4 FY25$5.4B-1.1%-21.6%21.8%$0.58$-1.2B
Q3 FY25$6.7B+9.0%43.1%22.4%$0.87$163.0M
Q2 FY25$5.4B+1.2%40.7%17.1%$0.39$-502.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.5B$25.1B – $26.1B$2.86$2.85 – $2.8811
FY27$26.2B$25.7B – $26.9B$3.04$3.03 – $3.0811
FY28$27.1B$25.8B – $28.3B$3.26$3.24 – $3.3012
FY29$27.6B$26.7B – $28.7B$3.46$3.31 – $3.6310
FY30$28.4B$27.5B – $29.5B$3.71$3.56 – $3.906

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.35%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 16 other (16 awards) in window

See when $EXC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 63
8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Exelon Corporation and subsidiary Commonwealth Edison Company (EXC, Chicago IL), one of the largest US electric utility holding companies serving Illinois, Pennsylvania, Maryland, DC, Delaware, and New Jersey, filed a joint current report on August 25, 2026 covering a change in executive officers or directors (Item 5.02), a Reg FD disclosure (Item 7.01), and exhibits. The leadership change is accompanied by investor presentation materials. The specific officer or director change is not visible in the excerpt.

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

EXC (EXC) reported financial results for the most recent fiscal period via 8-K Item 2.02, filed 2026-07-30. Full financials are in the attached press release (Exhibit 99.1). Quarterly earnings contain headline P&L, balance sheet, and guidance. Investors should review the exhibit for revenue, margins, EPS, and any updates to full-year outlook.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

EXC reported period ending 2026-05-06 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
AI summary

EXC held its Annual Meeting of stockholders around 2026-04-30 (8-K Item 5.07). Stockholders elected 8 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 6 other (3 13Gs · 2 10-Qs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Exelon Corporation $EXC Holdings Boosted by Assenagon Asset Management S.A.defenseworld.net·23h agoFirstEnergy (NYSE:FE) versus Exelon (NASDAQ:EXC) Financial Surveydefenseworld.net·1d agoAre You Looking for a High-Growth Dividend Stock?zacks.com·2d agoThe Executive Leadership Council to Honor Exelon with 2026 Corporate Award for Investment in Leadership and the Next Generation of Talentprnewswire.com·3d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: AT&T, Adobe, Albemarle, American Electric Power, Pershing Square, RTX, SoFi Technologies, Technip FMC, YETI Holdings, and More247wallst.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $EXC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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