Duke Energy Corporation $DUK Holdings Raised by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC lifted its holdings in Duke Energy Corporation (NYSE:DUK) by 26.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 25,699 shares of the utilities provider’s stock after buying an additional 5,322 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Duke Energy were worth $3,012,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of DUK. Brighton Jones LLC boosted its holdings in shares of Duke Energy by 11.6% in the fourth quarter. Brighton Jones LLC now owns 6,754 shares of the utilities provider’s stock valued at $728,000 after acquiring an additional 700 shares in the last quarter. Empowered Funds LLC raised its holdings in Duke Energy by 19.6% during the first quarter. Empowered Funds LLC now owns 23,162 shares of the utilities provider’s stock worth $2,825,000 after purchasing an additional 3,797 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in Duke Energy by 1.0% in the second quarter. Schnieders Capital Management LLC. now owns 31,238 shares of the utilities provider’s stock worth $3,686,000 after purchasing an additional 315 shares during the period. AXA S.A. boosted its stake in Duke Energy by 523.4% during the 2nd quarter. AXA S.A. now owns 42,233 shares of the utilities provider’s stock valued at $4,983,000 after purchasing an additional 35,458 shares in the last quarter. Finally, Nebula Research & Development LLC bought a new position in Duke Energy during the 2nd quarter valued at $954,000. 65.31% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on DUK. Jefferies Financial Group reduced their price objective on shares of Duke Energy from $143.00 to $138.00 in a research report on Monday, May 11th. The Goldman Sachs Group increased their target price on shares of Duke Energy from $141.00 to $142.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. BTIG Research restated a “buy” rating and issued a $141.00 price target on shares of Duke Energy in a research report on Friday, January 30th. Morgan Stanley dropped their price target on Duke Energy from $141.00 to $132.00 in a report on Thursday, May 21st. Finally, Mizuho increased their price objective on Duke Energy from $130.00 to $139.00 and gave the company an “outperform” rating in a research report on Wednesday, May 6th. Nine investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $139.07.

Duke Energy Price Performance

DUK opened at $122.62 on Friday. The stock has a fifty day moving average price of $127.44 and a 200 day moving average price of $124.04. The company has a current ratio of 0.66, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. Duke Energy Corporation has a 1 year low of $113.39 and a 1 year high of $134.49. The stock has a market cap of $95.59 billion, a price-to-earnings ratio of 18.78 and a beta of 0.41.

Duke Energy (NYSE:DUK) last issued its quarterly earnings data on Monday, May 4th. The utilities provider reported $1.93 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.06. Duke Energy had a return on equity of 9.73% and a net margin of 15.49%.The business had revenue of $9.18 billion for the quarter, compared to the consensus estimate of $8.44 billion. During the same period last year, the business earned $1.76 EPS. The firm’s revenue was up 11.3% compared to the same quarter last year. Analysts forecast that Duke Energy Corporation will post 6.71 EPS for the current fiscal year.

Duke Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.065 per share. This represents a $4.26 annualized dividend and a yield of 3.5%. The ex-dividend date is Friday, May 15th. Duke Energy’s dividend payout ratio is currently 65.24%.

Insiders Place Their Bets

In other news, CEO Harry K. Sideris sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $124.37, for a total transaction of $2,487,400.00. Following the completion of the sale, the chief executive officer owned 96,102 shares of the company’s stock, valued at approximately $11,952,205.74. This trade represents a 17.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Louis E. Renjel sold 3,500 shares of Duke Energy stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $125.15, for a total value of $438,025.00. Following the completion of the transaction, the chief executive officer directly owned 21,415 shares of the company’s stock, valued at $2,680,087.25. This represents a 14.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by company insiders.

Key Stories Impacting Duke Energy

Here are the key news stories impacting Duke Energy this week:

• Positive Sentiment: Duke Energy Florida announced a third rate reduction this year, cutting residential bills by roughly 25% for summer months, which could improve customer goodwill and political/regulatory relations. Duke Energy Florida implements third rate reduction to lower residential customer bills by approximately 25% in 2026
• Positive Sentiment: Duke Energy Foundation awarded $500,000 in North Carolina grants to strengthen hurricane preparedness, underscoring resilience planning ahead of storm season. Ahead of hurricane season, Duke Energy Foundation awards $500,000 to strengthen storm preparedness across North Carolina
• Neutral Sentiment: Investor interest has been rising in Duke Energy as Zacks highlighted the stock and clean-energy/wind-sector themes that keep DUK in focus. Top Wind Energy Stocks to Watch Amid Increased Adoption of Clean Energy
• Neutral Sentiment: Work continues on the $250 million redevelopment of Duke Energy’s former headquarters in uptown Charlotte, a long-term real estate milestone that is not expected to materially change near-term fundamentals. In uptown Charlotte, $250M revamp of old Duke Energy headquarters hits a milestone
• Negative Sentiment: The Florida rate cuts could weigh on revenue growth expectations in Duke Energy’s regulated utility business, even as they support customer affordability. Duke Energy Florida implements third rate reduction to lower residential customer bills by approximately 25% in 2026

Duke Energy Profile

Duke Energy Corporation is a U.S.-based electric power holding company headquartered in Charlotte, North Carolina. The company’s core business is the generation, transmission and distribution of electricity to residential, commercial and industrial customers. Duke Energy operates a mix of regulated electric utilities and non-regulated energy businesses, providing essential energy infrastructure and services across multiple states.

Its operating activities include owning and operating generation assets across a portfolio that encompasses nuclear, natural gas, coal, hydroelectric and an expanding array of renewable resources, as well as battery storage and grid modernization projects.