Foundations Investment Advisors LLC Purchases 5,322 Shares of Duke Energy Corporation $DUK

Foundations Investment Advisors LLC boosted its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 26.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,699 shares of the utilities provider’s stock after acquiring an additional 5,322 shares during the period. Foundations Investment Advisors LLC’s holdings in Duke Energy were worth $3,012,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Dorato Capital Management acquired a new position in Duke Energy during the fourth quarter valued at approximately $26,000. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Duke Energy during the 3rd quarter worth approximately $27,000. Lodestone Wealth Management LLC acquired a new position in shares of Duke Energy during the 4th quarter worth approximately $30,000. Mowery & Schoenfeld Wealth Management LLC raised its stake in shares of Duke Energy by 300.0% during the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 280 shares of the utilities provider’s stock worth $33,000 after purchasing an additional 210 shares in the last quarter. Finally, Cornerstone Planning Group LLC boosted its holdings in shares of Duke Energy by 13,750.0% in the 4th quarter. Cornerstone Planning Group LLC now owns 277 shares of the utilities provider’s stock valued at $33,000 after buying an additional 275 shares during the last quarter. 65.31% of the stock is owned by institutional investors.

Duke Energy Stock Performance

Shares of NYSE:DUK opened at $122.62 on Friday. Duke Energy Corporation has a 1 year low of $113.39 and a 1 year high of $134.49. The stock has a market capitalization of $95.59 billion, a price-to-earnings ratio of 18.78 and a beta of 0.41. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.66 and a quick ratio of 0.44. The company’s 50 day simple moving average is $127.44 and its 200 day simple moving average is $124.04.

Duke Energy (NYSE:DUK) last issued its earnings results 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. The firm had revenue of $9.18 billion for the quarter, compared to analyst estimates of $8.44 billion. Duke Energy had a net margin of 15.49% and a return on equity of 9.73%. The company’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter last year, the business posted $1.76 earnings per share. As a group, research analysts predict that Duke Energy Corporation will post 6.71 EPS for the current fiscal year.

Duke Energy Dividend Announcement

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

Analyst Upgrades and Downgrades

DUK has been the subject of several recent analyst reports. BMO Capital Markets cut their target price on shares of Duke Energy from $139.00 to $138.00 in a research note on Wednesday, May 6th. UBS Group dropped their price objective on Duke Energy from $137.00 to $135.00 in a research note on Monday, May 11th. Morgan Stanley dropped their price objective on Duke Energy from $141.00 to $132.00 in a research note on Thursday, May 21st. Weiss Ratings reiterated a “buy (b)” rating on shares of Duke Energy in a research note on Monday, May 4th. Finally, Wall Street Zen upgraded Duke Energy from a “sell” rating to a “hold” rating in a research note on Saturday, March 28th. Nine analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Duke Energy has a consensus rating of “Moderate Buy” and an average price target of $139.07.

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

Insider Buying and Selling at Duke Energy

In related news, CEO Louis E. Renjel sold 3,500 shares of the company’s 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 sale, the chief executive officer owned 21,415 shares in the company, valued at $2,680,087.25. This represents a 14.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Harry K. Sideris sold 20,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 96,102 shares in the company, valued at approximately $11,952,205.74. The trade was a 17.23% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by corporate insiders.

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.