Exelon 경영진
경영진 기준 점검 3/4
Exelon CEO는 Calvin Butler, Oct2022 에 임명되었습니다 의 임기는 3.58 년입니다. 총 연간 보상은 $15.60M, 8.8% 급여 및 91.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.35M 가치에 해당하는 회사 주식의 0.026% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2 년과 3.1 년입니다.
핵심 정보
Calvin Butler
최고경영자
US$15.6m
총 보수
| CEO 급여 비율 | 8.84% |
| CEO 재임 기간 | 3.6yrs |
| CEO 지분 보유율 | 0.03% |
| 경영진 평균 재임 기간 | 2yrs |
| 이사회 평균 재임 기간 | 3.1yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • May 18
Exelon Positioned For Capturing Consequential Growth And AI Tailwinds
Summary Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts. Upcoming earnings should be monitored for AI-driven demand construction and regulatory shifts, which are key to the upside thesis. Read the full article on Seeking Alpha
내러티브 업데이트 • May 16
EXC: Data Center Demand And Capex Execution Will Drive Future Upside Potential
Analysts have trimmed the Exelon price target by about $0.60 to roughly $49.56, reflecting refreshed models that factor in slightly lower revenue growth assumptions, modestly adjusted P/E expectations, and recent Street research pointing to more measured growth expectations across utilities. Analyst Commentary Recent Street research around Exelon clusters around two themes: how durable its earnings growth framework looks and what investors should be willing to pay for that growth in the current utilities setup.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$16m | US$1m | US$3b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$3b |
| Dec 31 2024 | US$15m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$12m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$6m | US$928k | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$5m | US$780k | US$1b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$4m | US$700k | US$1b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$3b |
| Mar 31 2020 | n/a | n/a | US$3b |
| Dec 31 2019 | US$10m | US$559k | US$3b |
보상 대 시장: Calvin의 총 보수(USD15.60M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M) 수준입니다.
보상과 수익: Calvin의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Calvin Butler (55 yo)
3.6yrs
재임 기간
US$15,601,905
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 3.6yrs | US$15.60m | 0.026% $ 12.3m | |
| Executive VP of Audit & Risk and CFO | 3.6yrs | US$4.51m | 0.0059% $ 2.8m | |
| Executive VP & COO | 2.1yrs | US$4.79m | 0.0088% $ 4.1m | |
| Executive VP of Compliance | 2.3yrs | US$3.20m | 0.00076% $ 359.5k | |
| Senior VP & Chief Investment Officer | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP | 2.9yrs | 데이터 없음 | 0.0044% $ 2.1m | |
| Executive VP and Chief Customer & Technology Officer | less than a year | 데이터 없음 | 0.000020% $ 9.5k | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Communications Officer | 1.5yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Human Resources Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Executive Vice President Transmission & Development | 1yr | 데이터 없음 | 데이터 없음 | |
| Senior VP and Chief Strategy & Sustainability Officer | no data | 데이터 없음 | 데이터 없음 |
2.0yrs
평균 재임 기간
52.5yo
평균 나이
경험이 풍부한 관리: EXC의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 2 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 3.4yrs | US$15.60m | 0.026% $ 12.3m | |
| Independent Director | 1.2yrs | US$235.22k | 데이터 없음 | |
| Independent Director | 2.8yrs | US$290.00k | 0.00047% $ 222.3k | |
| Independent Chairman | 4.8yrs | US$439.33k | 0.00044% $ 208.1k | |
| Independent Director | 10.7yrs | US$318.46k | 데이터 없음 | |
| Independent Director | 3.1yrs | US$305.00k | 0.00071% $ 335.9k | |
| Independent Director | 2.3yrs | US$306.90k | 데이터 없음 | |
| Independent Director | 5.8yrs | US$351.00k | 0.00072% $ 340.6k | |
| Independent Director | 3.1yrs | US$198.38k | 데이터 없음 |
3.1yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: EXC의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 21:15 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Exelon Corporation는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |