Chicago-based Exelon Corporation (EXC) is one of the nation's largest electric utility companies. With a market cap of $43.3 billion, the company focuses on the transmission and distribution of energy.

Companies worth $10 billion or more are generally described as “large-cap stocks.” Exelon fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the utilities space. It has one of the industry's largest portfolios of electricity generation capacity, with a nationwide reach and strong positions in the Midwest and Mid-Atlantic.

Exelon touched its three-year high of $48.11 on Apr. 4 and is currently trading 10.9% below that peak. Meanwhile, EXC stock has dipped 1.2% over the past three months, lagging behind the Utilities Select Sector SPDR Fund’s (XLU) 4.5% gains during the same time frame.

However, Exelon has outpaced the utilities sector over the longer term. EXC stock has soared 13.9% on a YTD basis and 18.4% over the past 52 weeks, outpacing XLU’s 6.9% returns in 2025 and 14.9% surge over the past year.

To confirm the overall bullish trend and recent plunge, EXC stock has traded consistently above its 200-day moving average since mid-January and dropped below its 50-day moving average in the previous month.

Exelon’s stock prices observed a marginal dip following the Q1 results on May 1. The company’s operating revenues for the quarter surged 11.1% year-over-year to $6.7 billion, exceeding the consensus estimates. Meanwhile, the company’s adjusted EPS surged 35.3% year-over-year to $0.92, beating the Street’s expectations by 8.2%. These gains were primarily driven by hikes in distribution and transmission rates. The company’s financials beat the consensus estimate due to favorable weather conditions, but they are not sustainable. Furthermore, the company has observed a notable increase in interest expense and equity dilution during the quarter, which likely unsettled investor confidence.

Meanwhile, Exelon has notably outperformed its peer, Public Service Enterprise Group Incorporated’s (PEG) 4.4% dip in 2025 and 9.7% surge over the past 52 weeks.

Among the 18 analysts covering the EXC stock, the consensus rating is a “Moderate Buy.” Its mean price target of $47.75 suggests an 11.4% upside potential from current price levels.