Aristotle Capital Management LLC Sells 472,597 Shares of Xcel Energy Inc. $XEL

Aristotle Capital Management LLC cut its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL) by 4.1% in the 1st quarter, Holdings Channel reports. The firm owned 11,106,321 shares of the company’s stock after selling 472,597 shares during the period. Xcel Energy accounts for about 1.8% of Aristotle Capital Management LLC’s holdings, making the stock its 21st largest position. Aristotle Capital Management LLC’s holdings in Xcel Energy were worth $882,291,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Evolution Wealth Management Inc. boosted its stake in shares of Xcel Energy by 365.3% in the 1st quarter. Evolution Wealth Management Inc. now owns 349 shares of the company’s stock valued at $28,000 after purchasing an additional 274 shares in the last quarter. Garton & Associates Financial Advisors LLC bought a new position in Xcel Energy in the 4th quarter valued at approximately $30,000. Pittenger & Anderson Inc. increased its position in Xcel Energy by 73.8% in the 4th quarter. Pittenger & Anderson Inc. now owns 471 shares of the company’s stock valued at $35,000 after acquiring an additional 200 shares during the period. Advocate Investing Services LLC acquired a new position in shares of Xcel Energy during the fourth quarter worth $38,000. Finally, Cedar Mountain Advisors LLC acquired a new position in shares of Xcel Energy in the first quarter worth approximately $39,000. Institutional investors and hedge funds own 78.38% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. UBS Group increased their price objective on shares of Xcel Energy from $89.00 to $91.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. BTIG Research reissued a “buy” rating and issued a $98.00 price objective on shares of Xcel Energy in a research note on Friday, June 26th. Weiss Ratings restated a “buy (b-)” rating on shares of Xcel Energy in a research report on Wednesday, June 17th. KeyCorp restated an “overweight” rating on shares of Xcel Energy in a research report on Monday, June 8th. Finally, Morgan Stanley set a $89.00 target price on Xcel Energy in a report on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Xcel Energy currently has an average rating of “Buy” and a consensus price target of $92.65.

Xcel Energy Price Performance

Shares of NASDAQ:XEL opened at $81.67 on Friday. The company’s 50-day moving average is $79.59 and its 200 day moving average is $79.26. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.68 and a current ratio of 0.77. The company has a market capitalization of $50.98 billion, a P/E ratio of 23.54, a price-to-earnings-growth ratio of 2.10 and a beta of 0.39. Xcel Energy Inc. has a fifty-two week low of $69.16 and a fifty-two week high of $84.23.

Xcel Energy (NASDAQ:XEL) last posted its quarterly earnings data on Wednesday, April 29th. The company reported $0.91 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.91. The business had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $4.21 billion. Xcel Energy had a net margin of 14.14% and a return on equity of 10.37%. The firm’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.84 earnings per share. On average, equities research analysts forecast that Xcel Energy Inc. will post 4.11 earnings per share for the current year.

Xcel Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, July 20th. Stockholders of record on Monday, June 15th were paid a dividend of $0.5925 per share. The ex-dividend date was Monday, June 15th. This represents a $2.37 annualized dividend and a dividend yield of 2.9%. Xcel Energy’s dividend payout ratio is presently 68.30%.

Key Stories Impacting Xcel Energy

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Xcel Energy and raised its longer-term earnings estimates, including FY2027, FY2028, FY2029, and FY2030, signaling confidence in the utility’s multi-year growth profile.
• Positive Sentiment: KeyCorp also lifted its FY2029 EPS forecast to $5.34 from $5.13 and FY2028 EPS to $4.89 from $4.77, which supports the view that earnings can improve steadily over time.
• Positive Sentiment: Recent commentary also pointed to Xcel as potentially undervalued relative to its earnings and dividend profile, with additional investor focus on clean energy spending and AI-driven power demand as possible longer-term tailwinds.
• Neutral Sentiment: KeyCorp’s near-term FY2026 EPS estimate was slightly reduced to $4.12 from $4.13, a small change that does not materially alter the broader thesis.
• Neutral Sentiment: Other recent coverage included Morgan Stanley reiterating a Hold rating and Zacks noting the company is due to report earnings next week, keeping attention centered on the upcoming results rather than any major new fundamental shock.

Xcel Energy Profile

Xcel Energy (NASDAQ: XEL) is a Minneapolis-based, publicly traded utility holding company that develops, owns and operates regulated electricity and natural gas delivery systems. The company’s core activities include generation, transmission and distribution of electricity, the delivery of natural gas to customers, and related customer service operations. Xcel provides a mix of utility services to residential, commercial and industrial customers and participates in wholesale energy markets where appropriate.

Its generation portfolio combines nuclear, natural gas, coal and a growing share of renewable resources such as wind and solar.