Exelon Corporation

Informe acción NasdaqGS:EXC

Capitalización de mercado: US$46.1b

Exelon Dirección

Dirección controles de criterios 3/4

El CEO de Exelon es Calvin Butler , nombrado en Oct 2022, tiene una permanencia de 3.58 años. compensación anual total es $15.60M, compuesta por 8.8% salario y 91.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.026% de las acciones de la empresa, por valor de $12.02M. La antigüedad media del equipo directivo y de la junta directiva es de 2 años y 3.1 años, respectivamente.

Información clave

Calvin Butler

Chief Executive Officer (CEO)

US$15.6m

Compensación total

Porcentaje del salario del CEO8.84%
Permanencia del CEO3.6yrs
Participación del CEO0.03%
Permanencia media de la dirección2yrs
Promedio de permanencia en la Junta Directiva3.1yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha May 05

Exelon Q1 Earnings Preview : Attractive Utility With Good Data-Center Tailwinds

Summary Exelon Corporation (EXC) is rated Buy, supported by a robust balance sheet, a 3.65% dividend yield, and a fully funded $41.3B capital plan. EXC’s growth is driven by data center demand, supporting a projected 7.9% annualized rate base growth and 5-7% long-term EPS growth through 2029. My DCF valuation implies a long-term share price of ~$60 and a 1-year price target of $50-52, with limited downside volatility and neutral-to-bullish sentiment. Key risks include regulatory ROE changes, rising debt costs, and potential slowdown in data center segment growth. Read the full article on Seeking Alpha
Actualización del análisis Apr 22

EXC: Data Center Demand And Capex Execution Will Shape Fairly Balanced Outlook

Exelon's updated analyst price target edges down by about $1 to roughly $50 as analysts factor in a slightly higher discount rate and modestly lower assumed future P/E, while keeping revenue growth and profit margin expectations broadly in line. Analyst Commentary Recent Street research around Exelon points to a mixed tone, with some firms trimming price targets and others maintaining or lifting them after updating models and estimates.
Actualización del análisis Apr 08

EXC: Data Center Demand And Capex Plans Will Shape Grid Investment Outcomes

Analysts have lifted the implied fair value for Exelon by about $0.54 to $51.41. This reflects a series of higher Street price targets supported by updated utility sector models, new coverage with positive views, recent Q4 earnings and long term capital spending plans.
Actualización del análisis Mar 25

EXC: Regulatory Certainty And Large Load Policies Will Shape Grid Investment Outcomes

The analyst price target for Exelon increases by about $0.44 to $50.88, as analysts incorporate refreshed models and updated estimates across the North American utilities group following recent Q4 results, capital spending plans and sector-wide target revisions. Analyst Commentary Recent research updates show a cluster of upward price target revisions for Exelon, with a range of views on how execution, capital spending and regulatory factors could influence the company’s valuation over time.
Actualización del análisis Mar 10

EXC: Regulatory Visibility And Large Load Demand Will Shape Grid Investment Outlook

Our analyst fair value estimate for Exelon has increased by $0.50 to $50.44 as analysts update their price targets following Q4 earnings, updated EPS guidance, and revised capital spending plans across the utility group. Analyst Commentary Street research on Exelon has been active around the Q4 earnings season, with several firms updating their price targets and views on the company.
Actualización del análisis Feb 24

EXC: Regulatory Visibility Through 2027 Will Balance Affordability And Grid Investment Risks

Analysts have nudged our Exelon fair value estimate to $49.94 from $48.75, reflecting modestly higher modeled revenue growth, a slightly stronger profit margin profile, and a small uptick in the assumed future P/E multiple following a series of upward price target revisions across the Street. Analyst Commentary Recent Street research around Exelon has been active, with several price target revisions and rating changes clustering over the past few months.
Artículo de análisis Feb 16

Exelon's (NASDAQ:EXC) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Exelon Corporation ( NASDAQ:EXC ) has announced that it will be paying its dividend of $0.42 on the 13th...
Actualización del análisis Feb 09

EXC: Regulatory Certainty Through 2027 Will Offset Affordability And Growth Concerns

Analysts have nudged their fair value estimate for Exelon slightly lower to $48.75 from $49.18, reflecting modest adjustments to growth, margins and discount rate assumptions after a mix of recent price target cuts and a resumed Sector Perform rating with a higher $51 target. Analyst Commentary Recent research on Exelon reflects a mix of cautious and constructive views, with price targets adjusted in both directions and one firm restarting coverage at a Sector Perform rating.
Actualización del análisis Jan 24

EXC: Regulatory Certainty Through 2027 And Wires Profile Will Support Upside

The analyst price target on Exelon has been reduced by about $0.20 per share as analysts made modest adjustments to fair value, revenue growth, profit margin and future P/E assumptions based on the latest mix of price target changes and Sector Perform commentary. Analyst Commentary Recent research has been mixed, with some bullish analysts lifting targets and others trimming them, which lines up with the modest overall reduction in the average price target.
Actualización del análisis Jan 07

EXC: Pennsylvania Step Up And Wires Only Profile Should Support Upside

Analysts have lifted their average price target for Exelon by a little over $0.10 per share, citing a combination of higher P/E assumptions, slightly stronger modeled revenue growth, and ongoing regulatory visibility. These factors are partially offset by modestly softer profit margin expectations and affordability concerns.
Artículo de análisis Jan 05

Do Exelon's (NASDAQ:EXC) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Actualización del análisis Dec 24

EXC: Future Earnings Will Reflect Pennsylvania Upside And Defensible Wires Only Positioning

Exelon’s analyst price target has edged down by $0.50 to $49.25, as analysts balance improving long term rate base driven earnings prospects and favorable regulatory jurisdictions with mixed sentiment on valuation, relative defensiveness, and the timing of Pennsylvania upside. Analyst Commentary Analyst views on Exelon remain divided, with recent target changes and initiations reflecting both confidence in the company’s long term growth profile and concern over valuation and near term positioning.
Actualización del análisis Dec 10

EXC: Future Earnings Will Reflect Pennsylvania Regulatory Upside And Defensive Power Demand Trends

Analysts have nudged their average price target on Exelon modestly higher, reflecting increased conviction that its favorable regulatory jurisdictions, expected PECO step up in Pennsylvania, and stable earnings profile support upside, even as views diverge on how quickly the current valuation discount should close. Analyst Commentary Street research on Exelon remains mixed, with a growing cohort of bullish analysts highlighting improving fundamentals and valuation upside, while more cautious voices question how durable the current defensive premium and regulatory tailwinds will be as risk appetite normalizes.
Actualización del análisis Nov 26

EXC: Future Earnings Will Reflect Regulatory Dynamics And Power Demand Trends

Exelon’s analyst price target has been modestly reduced by $0.13 to $49.75. Analysts note slightly stronger revenue growth, but see near-term valuation constraints following recent sector coverage initiations and recalibrated market positioning.
Actualización del análisis Nov 11

EXC: Future Earnings Will Depend On Regulatory Environments And Market Demand

Exelon’s analyst price target has increased modestly from $49.33 to $49.88 per share. Analysts point to the company's resilient fundamentals and prospects for steady earnings growth, despite mixed views on regulatory headwinds and valuation discounts.
Actualización del análisis Oct 28

Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook

Exelon's analyst price target has risen from $47.93 to $49.33, reflecting analysts' growing confidence in the company's regulatory stability and earnings outlook, even though projected growth rates have been slightly reduced. Analyst Commentary Recent research coverage of Exelon has focused on both the company's solid regulatory positioning and changing expectations for growth and valuation.
Actualización del análisis Oct 13

Electricity Demand And Clean Energy Policies Will Expand Infrastructure

Exelon's analyst price target has increased modestly. It has risen by approximately $1 to $47.93, as analysts expect steady earnings growth and reaffirmed guidance to support valuation.
Artículo de análisis Sep 19

Earnings Working Against Exelon Corporation's (NASDAQ:EXC) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Artículo de análisis Jul 09

With EPS Growth And More, Exelon (NASDAQ:EXC) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Jun 11

Exelon Corporation's (NASDAQ:EXC) Price Is Right But Growth Is Lacking

Exelon Corporation's ( NASDAQ:EXC ) price-to-earnings (or "P/E") ratio of 16x might make it look like a buy right now...
Artículo de análisis May 24

An Intrinsic Calculation For Exelon Corporation (NASDAQ:EXC) Suggests It's 40% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Exelon fair value estimate is US$72.89 Exelon's US$43.67 share...
Seeking Alpha Feb 21

Exelon: Why I See Upside This Year

Summary I maintain a buy rating on Exelon Corporation due to its attractive valuation, steady earnings trajectory, and bullish technical chart. EXC's Q4 non-GAAP EPS of $0.64 beat expectations, and revenue of $5.5 billion showed a slight increase, reinforcing positive sentiment. Despite underperforming the S&P 500, EXC's anticipated EPS growth of 5-7% and a potential 10% price increase offer a decent margin of safety. Key risks include regulatory changes, high capex, interest rate exposure, and natural disaster risk, but the technical outlook remains strong with a bullish breakout target of $50. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Exelon: A Unique Utility With Double-Digit Upside

Summary Exelon is a Strong Buy due to its favorable valuation and growth prospects tied to data center demand and an expanding rate base. The company's unique focus on energy transmission and distribution insulates it from commodity price volatility. Exelon is well into a $34B investment plan that is targeting grid reliability, the integration of renewables, and building out capacity. Trading at a P/E of 15.6, Exelon is notably undervalued by its historical averages. Combining its projected EPS growth and the dividend, the stock offers double-digit total return potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 24

Exelon Is A Reasonably Priced Utility For Income Investors

Summary Exelon Corporation is a utility services holding company with diverse holdings in major US cities, offering stability and income potential for investors. Exelon trades at a price/book ratio of 1.54, below the sector median, and has a P/E ratio of 16.45, indicating better value. The company shows slow but steady revenue and net income growth, with a forward P/E of 15.31 and a yield of 3.77%, surpassing the sector median. Despite noteworthy debt, Exelon’s positive cash flow and consistent dividend growth make it a strong buy for income investors in the utility sector. Read the full article on Seeking Alpha
Seeking Alpha Jul 08

Exelon: Shares Still Undervalued, But Now With Higher Dividend And New Growth Potential

Summary Exelon is the 8th largest U.S. public utility, a holding company for six regulated gas and electric businesses, serving 10.6 million customers. Exelon's model is transmission and distribution only, with territories in the urban areas of Chicago, Philadelphia, Baltimore, and Washington, D.C. Illinois regulatory issues pose a challenge for now, but the company anticipates offsetting growth from new data centers located in its markets. Shares are undervalued by 10.0% today, but with a growing dividend yield of 4.4% and significant appreciation potential. Read the full article on Seeking Alpha
Seeking Alpha Mar 29

Exelon: Rate-Base Scale, Cost Management Drive Upside Potential

Summary Exelon Corporation is the largest electric utility in the United States, with nearly 11 million customers and six regulated utility subsidiaries. The company has outlined a $34.5bn capital investment strategy aimed at expanding its rate base at a CAGR of 7.5% and ensuring margin expansion through expense management. Additionally, the firm is well-positioned to capitalize on utility megatrends, such as renewables and electrification of the broader economy. My discounted cash flow valuation estimated an NPV for Exelon of $38.93, a ~5% undervaluation. Therefore, I rate Exelon a 'buy'. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Calvin Butler en comparación con los beneficios de Exelon?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$16mUS$1m

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$15mUS$1m

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$12mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$6mUS$928k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$5mUS$780k

US$1b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$4mUS$700k

US$1b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$3b

Mar 31 2020n/an/a

US$3b

Dec 31 2019US$10mUS$559k

US$3b

Compensación vs. Mercado: La compensación total ($USD15.60M) de Calvin está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.74M).

Compensación vs. Ingresos: La compensación de Calvin ha sido consistente con los resultados de la empresa en el último año.


CEO

Calvin Butler (55 yo)

3.6yrs
Permanencia
US$15,601,905
Compensación

Mr. Calvin G. Butler, Jr. served as Director at Atlantic City Electric Company since 2022. He had been Senior Executive Vice President at Exelon Corporation since December 2, 2019 until October 2022. He se...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Calvin Butler
CEO, President & Director3.6yrsUS$15.60m0.026%
$ 12.0m
Jeanne Jones
Executive VP of Audit & Risk and CFO3.6yrsUS$4.51m0.0059%
$ 2.7m
Michael Innocenzo
Executive VP & COO2.1yrsUS$4.79m0.0088%
$ 4.0m
Colette Honorable
Executive VP of Compliance2.3yrsUS$3.20m0.00076%
$ 350.1k
Jessica Hart
Senior VP & Chief Investment Officer1.8yrssin datossin datos
Robert Kleczynski
Senior VP2.9yrssin datos0.0044%
$ 2.0m
Timothy Peterson
Executive VP and Chief Customer & Technology Officerless than a yearsin datos0.000020%
$ 9.2k
Ryan Brown
Vice President of Investor Relationsno datasin datossin datos
Cynthia McCabe
Senior VP & Chief Communications Officer1.5yrssin datossin datos
Elizabeth Pitts-Madonna
Senior VP & Chief Human Resources Officerless than a yearsin datossin datos
Carim Khouzami
Executive Vice President Transmission & Development1yrsin datossin datos
Sunny Elebua
Senior VP and Chief Strategy & Sustainability Officerno datasin datossin datos
2.0yrs
Permanencia media
52.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de EXC no se considera experimentado ( 2 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Calvin Butler
CEO, President & Director3.4yrsUS$15.60m0.026%
$ 12.0m
David DeWalt
Independent Director1.2yrsUS$235.22ksin datos
Anna Richo
Independent Director2.8yrsUS$290.00k0.00047%
$ 216.5k
William Bowers
Independent Chairman4.8yrsUS$439.33k0.00044%
$ 202.7k
Linda Jojo
Independent Director10.7yrsUS$318.46ksin datos
Charisse Lillie
Independent Director3.1yrsUS$305.00k0.00071%
$ 327.0k
Bryan Segedi
Independent Director2.3yrsUS$306.90ksin datos
Marjorie Cheshire
Independent Director5.8yrsUS$351.00k0.00072%
$ 331.7k
Matthew Rogers
Independent Director3.1yrsUS$198.38ksin datos
3.1yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de EXC se considera experimentada (3.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 08:54
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Exelon Corporation está cubierta por 29 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays