Duke Energy Corporation $DUK Position Boosted by Regal Investment Advisors LLC

Regal Investment Advisors LLC boosted its holdings in Duke Energy Corporation (NYSE:DUK) by 47.9% during the 3rd quarter, Holdings Channel reports. The fund owned 42,375 shares of the utilities provider’s stock after acquiring an additional 13,716 shares during the quarter. Regal Investment Advisors LLC’s holdings in Duke Energy were worth $5,244,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its stake in shares of Duke Energy by 0.8% in the third quarter. Vanguard Group Inc. now owns 76,301,165 shares of the utilities provider’s stock worth $9,442,269,000 after purchasing an additional 584,382 shares in the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of Duke Energy by 11,417.7% during the second quarter. Laurel Wealth Advisors LLC now owns 17,668,789 shares of the utilities provider’s stock valued at $2,084,917,000 after purchasing an additional 17,515,383 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Duke Energy by 0.4% in the second quarter. Charles Schwab Investment Management Inc. now owns 8,691,150 shares of the utilities provider’s stock worth $1,025,244,000 after purchasing an additional 34,906 shares during the period. Franklin Resources Inc. lifted its holdings in Duke Energy by 4.1% in the third quarter. Franklin Resources Inc. now owns 7,281,986 shares of the utilities provider’s stock worth $901,146,000 after purchasing an additional 288,499 shares during the period. Finally, Legal & General Group Plc grew its position in Duke Energy by 3.5% in the 2nd quarter. Legal & General Group Plc now owns 6,338,489 shares of the utilities provider’s stock valued at $747,942,000 after buying an additional 216,541 shares in the last quarter. Institutional investors own 65.31% of the company’s stock.

Duke Energy Price Performance

NYSE DUK opened at $133.17 on Friday. The company has a current ratio of 0.55, a quick ratio of 0.33 and a debt-to-equity ratio of 1.54. Duke Energy Corporation has a 1 year low of $111.22 and a 1 year high of $134.12. The company has a market cap of $103.56 billion, a PE ratio of 21.07, a PEG ratio of 2.86 and a beta of 0.50. The stock’s 50-day moving average price is $123.95 and its two-hundred day moving average price is $122.64.

Duke Energy (NYSE:DUK) last announced its earnings results on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, topping the consensus estimate of $1.49 by $0.01. The company had revenue of $7.94 billion during the quarter, compared to analysts’ expectations of $7.57 billion. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. During the same period last year, the company posted $1.66 earnings per share. On average, analysts predict that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be paid a $1.065 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $4.26 dividend on an annualized basis and a yield of 3.2%. Duke Energy’s dividend payout ratio (DPR) is currently 67.41%.

Insider Activity at Duke Energy

In other Duke Energy news, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $127.67, for a total transaction of $868,156.00. Following the sale, the chief executive officer directly owned 22,007 shares of the company’s stock, valued at $2,809,633.69. The trade was a 23.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Regis T. Repko sold 962 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total value of $123,001.32. Following the completion of the sale, the senior vice president owned 3,896 shares of the company’s stock, valued at $498,142.56. The trade was a 19.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.14% of the company’s stock.

Duke Energy News Summary

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

• Positive Sentiment: Regulatory progress — Duke secured settlement support for its planned Carolinas utility combination, clearing a key hurdle toward consolidation and potential regulatory approval that could simplify operations and reduce costs. Duke Energy secures settlement support for Carolinas utility combination
• Positive Sentiment: Clean-energy growth — Duke opened its largest battery-storage facility in Knightdale, expanding firming capacity for renewables and supporting long-term earnings stability as the utility transitions generation mix. Duke Energy’s largest battery storage facility now open in Knightdale
• Positive Sentiment: Community resilience programs — The Duke Energy Foundation announced $500k in HERO grants to strengthen emergency preparedness across South Carolina, a modest but constructive CSR/operational resilience signal. SC agencies, nonprofits eligible for Duke Energy’s $500K emergency preparedness grants
• Neutral Sentiment: Debt/maturity management — Duke completed a $1.5B offering of 3.000% convertible notes, which helps refinance near-term maturities and preserves liquidity, though convertibles carry potential future dilution. Duke Energy Completes $1.5 Billion Convertible Notes Offering
• Neutral Sentiment: Operational update — Local outage restoration updates (e.g., New Whiteland) and community feeding programs show steady operational responsiveness but have limited market impact. Duke Energy: Power should be back on in New Whiteland by 4 p.m. Duke Energy teams up with Blessings in a Backpack to feed Floyd County students over spring break
• Negative Sentiment: Major equity raise announced — Duke disclosed a $6 billion common-stock offering, which is likely why some investors are cautious: a large follow-on can materially dilute existing shareholders and pressure the share price despite funding needs. Duke Energy (DUK) Announces $6 Billion Common Stock Offering
• Negative Sentiment: Regulatory and political pushback — North Carolina residents are raising alarms over rising energy bills and pushing for audits amid rate-hike requests; public opposition can complicate ratemaking and future returns. NC residents sound alarm over rising energy bills, demand audit of Duke Energy
• Negative Sentiment: Local legal dispute — A homeowner is fighting Duke in a high-profile Lake Norman boats lawsuit, a reputational/legal overhang with modest direct financial risk but possible local regulatory attention. Woman fights Duke Energy lawsuit that wants her famous big boats off Lake Norman

Analysts Set New Price Targets

A number of analysts have commented on the stock. UBS Group boosted their price target on shares of Duke Energy from $136.00 to $140.00 in a research report on Monday, March 9th. JPMorgan Chase & Co. decreased their price objective on shares of Duke Energy from $136.00 to $126.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Jefferies Financial Group raised their price objective on shares of Duke Energy from $125.00 to $141.00 and gave the company a “hold” rating in a research note on Tuesday, February 17th. Morgan Stanley set a $139.00 target price on Duke Energy in a report on Friday, February 20th. Finally, Evercore restated an “in-line” rating and issued a $139.00 target price on shares of Duke Energy in a research report on Thursday, March 5th. Nine research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $137.80.

About Duke Energy

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.