Keybanc Rates Exelon (EXC) Sector Weight

Keybanc has raised its rating on Exelon Corporation to Sector Weight, reflecting a positive outlook for the utility company.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:10 PM EDT

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Keybanc rated Exelon Corporation ($EXC) "Sector Weight" on October 13, 2026.

Since the rating, $EXC is up 2.7% to date (from the $42.34 close on Oct 13, 2026).

EXC Exelon Corporation

$43.50 +1.80% year to date

Daily close · Oct 16, 2026

Key Points

On October 13, 2026, Keybanc upgraded Exelon Corporation to a Sector Weight rating, moving its view on the utility company.
Exelon recently traded around $43.34, indicating a stable position in the market.
The company has a dividend rate of $1.68, with a payout ratio of 60.3%, appealing to income-focused investors.

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Keybanc has upgraded Exelon Corporation (NasdaqGS: EXC) to a Sector Weight rating on October 13, 2026. This change reflects the firm's improved outlook for the utility company, though no specific price target was established in this upgrade.

Other Institutional Activity in Exelon Corporation

Blackrock Inc. grew its holdings by 7,024,112 shares, ending with 119,770,685 shares worth about $5.21 billion. Vanguard Capital Management LLC added 785,562 shares, bringing its total to 66,799,154 shares valued at approximately $2.91 billion. Meanwhile, Vanguard Portfolio Management LLC increased its stake by 1,568,888 shares, resulting in 56,233,966 shares valued at about $2.45 billion. In contrast, State Street Corporation slightly reduced its position by 108,116 shares, holding 67,464,176 shares worth around $2.93 billion.

Exelon Corporation Stock Up 3.0%

Exelon shares are currently trading around $43.34 as of October 16, 2026. This price reflects a stable position in the market, especially for a utility company in the regulated electric sector. The stock's performance will be closely monitored, especially with the upcoming earnings report.

Recent Earnings

Exelon reported trailing twelve-month revenue of approximately $25.33 billion. The company had an EPS of $2.72 and a revenue growth rate of 9.9% year-over-year. The next earnings report is scheduled for November 3, 2026.

Dividend

Exelon Corporation pays an annual dividend rate of $1.68 per share. The dividend payout ratio stands at 60.3%, making it an attractive option for income-focused investors.

Analysts Set New Price Targets

On August 13, 2026, Truist Securities maintained a Hold rating with a price target of $48.00, down from $50.00. Morgan Stanley also maintained its Equal-Weight rating, adjusting its target from $55.00 to $53.00 on August 21, 2026, and again from $53.00 to $50.00 on September 18, 2026. Argus Research maintained a Buy rating, lowering its target from $52.00 to $49.00 on September 22, 2026. Keybanc's upgrade on October 13, 2026, marks a shift in sentiment, although no new price target was set.

About Exelon Corporation

Exelon Corporation is a utility services holding company based in Chicago, IL. It operates in the energy distribution and transmission businesses across the United States, purchasing and selling electricity and natural gas, and providing services to residential and commercial customers.

Bottom Line

Investors should keep an eye on Exelon as it prepares to report earnings on November 3, 2026. Keybanc's upgrade to Sector Weight may signal a more favorable outlook for the company, and it will be interesting to see how this affects the stock's performance moving forward.