Caprock Group LLC Takes $5.97 Million Position in Duke Energy Corporation $DUK

Caprock Group LLC bought a new stake in Duke Energy Corporation (NYSE:DUK) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 48,248 shares of the utilities provider’s stock, valued at approximately $5,966,000.

Other large investors have also added to or reduced their stakes in the company. Laurel Wealth Advisors LLC boosted its position in Duke Energy by 11,417.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 17,668,789 shares of the utilities provider’s stock valued at $2,084,917,000 after buying an additional 17,515,383 shares during the last quarter. Vanguard Group Inc. boosted its holdings in Duke Energy by 1.5% in the second quarter. Vanguard Group Inc. now owns 75,716,783 shares of the utilities provider’s stock valued at $8,934,580,000 after purchasing an additional 1,154,783 shares during the last quarter. Assenagon Asset Management S.A. grew its stake in Duke Energy by 448.9% during the 3rd quarter. Assenagon Asset Management S.A. now owns 826,296 shares of the utilities provider’s stock valued at $102,254,000 after purchasing an additional 675,768 shares in the last quarter. OMERS ADMINISTRATION Corp increased its holdings in Duke Energy by 64.4% during the 2nd quarter. OMERS ADMINISTRATION Corp now owns 1,472,321 shares of the utilities provider’s stock worth $173,734,000 after purchasing an additional 576,674 shares during the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp raised its position in shares of Duke Energy by 21.1% in the 2nd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 2,726,823 shares of the utilities provider’s stock valued at $321,765,000 after purchasing an additional 474,325 shares in the last quarter. 65.31% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Duke Energy

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

• Positive Sentiment: Management raised and extended its long‑term outlook — Duke expanded its five‑year capital plan to $103 billion (up about $16B) and reiterated a 5%–7% EPS growth target through 2030, signaling sustained investment-led earnings growth that underpins future rate base and earnings. Duke Energy projects 5%–7% EPS growth through 2030 while expanding $103B capital plan
• Positive Sentiment: Data‑center demand is a material growth driver — Duke signed ~1.5 GW of new data‑center deals in Q4, lifting the pipeline to ~4.5 GW, providing contracted or near‑contracted load that supports revenue visibility and justifies grid investments. Duke Energy signed 1.5 GW of new data center deals in Q4, lifting total pipeline to 4.5 GW
• Positive Sentiment: Q4 revenue beat and FY26 guidance roughly inline — revenue came in at $7.94B (above estimates) and management set FY2026 EPS guidance of $6.55–$6.80, supporting the view that demand (including AI/data center loads) is lifting top line and enabling durable cash flow. Duke Energy Q4 results and call materials
• Neutral Sentiment: Recovery of storm costs improves cash flow — the company reported recovering ~$3B in storm costs, which reduces regulatory lag on cost recovery but is largely one‑time in nature. Duke Energy recovers $3 billion in storm costs, signs new data center deals
• Neutral Sentiment: Operational reliability wins — smart, self‑healing grid tech avoided many extended outages and peak demand hit records, highlighting investment payoff but also signaling the need for continued capex. Smart, self-healing tech avoided extended outages
• Negative Sentiment: Local regulatory/competitive risk — St. Petersburg has begun studying a municipal utility option as its contract with Duke nears expiration; if pursued, this could reduce customer base and future load in that jurisdiction. St. Petersburg to study municipal electric utility as Duke Energy contract nears expiration
• Negative Sentiment: Near‑term margin pressure and mixed earnings reads — some outlets note Q4 EPS was down year‑over‑year and narrowly missed or only marginally beat certain estimates, reflecting higher costs that could compress near‑term margins despite revenue growth. Duke Energy Q4 earnings lag estimates, revenues rise y/y

Analysts Set New Price Targets

Several research firms have recently commented on DUK. TD Cowen assumed coverage on Duke Energy in a research note on Thursday, October 16th. They set a “buy” rating and a $143.00 target price for the company. Mizuho set a $130.00 price target on shares of Duke Energy in a report on Tuesday. Wells Fargo & Company decreased their price objective on shares of Duke Energy from $126.00 to $115.00 and set an “equal weight” rating for the company in a report on Tuesday, January 20th. The Goldman Sachs Group boosted their target price on shares of Duke Energy from $138.00 to $141.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Finally, Jefferies Financial Group reduced their price target on shares of Duke Energy from $126.00 to $125.00 and set a “hold” rating on the stock in a research report on Wednesday, January 14th. Eleven equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Duke Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $133.88.

Duke Energy Trading Up 1.7%

NYSE DUK opened at $123.75 on Wednesday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.40 and a current ratio of 0.63. Duke Energy Corporation has a one year low of $110.51 and a one year high of $130.03. The company has a 50-day simple moving average of $118.14 and a 200-day simple moving average of $121.67. The firm has a market capitalization of $96.24 billion, a PE ratio of 19.46, a price-to-earnings-growth ratio of 2.64 and a beta of 0.51.

Duke Energy (NYSE:DUK) last released its quarterly earnings data on Tuesday, February 10th. The utilities provider reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.01. Duke Energy had a net margin of 15.76% and a return on equity of 9.98%. The firm had revenue of $7.94 billion for the quarter, compared to analyst estimates of $7.57 billion. During the same quarter in the prior year, the business earned $1.66 earnings per share. Duke Energy has set its FY 2026 guidance at 6.550-6.800 EPS. On average, equities analysts forecast that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be issued a $1.065 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $4.26 annualized dividend and a dividend yield of 3.4%. Duke Energy’s dividend payout ratio (DPR) is 66.98%.

Insider Transactions at Duke Energy

In related news, EVP Robert Alexander Glenn sold 8,200 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $123.80, for a total transaction of $1,015,160.00. Following the completion of the transaction, the executive vice president directly owned 11,367 shares in the company, valued at $1,407,234.60. This represents a 41.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.14% of the stock is owned by corporate insiders.

Duke Energy Company 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.