Strategic Investment Advisors MI Purchases Shares of 9,802 Xcel Energy Inc. $XEL

Strategic Investment Advisors MI acquired a new position in Xcel Energy Inc. (NASDAQ:XEL) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 9,802 shares of the company’s stock, valued at approximately $779,000.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in Xcel Energy by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 77,610,805 shares of the company’s stock worth $5,732,334,000 after acquiring an additional 885,085 shares during the period. State Street Corp raised its holdings in Xcel Energy by 1.2% in the 4th quarter. State Street Corp now owns 36,340,645 shares of the company’s stock worth $2,704,534,000 after purchasing an additional 444,092 shares during the period. Bank of America Corp DE raised its holdings in Xcel Energy by 9.0% in the 2nd quarter. Bank of America Corp DE now owns 26,262,079 shares of the company’s stock worth $1,788,448,000 after purchasing an additional 2,157,602 shares during the period. JPMorgan Chase & Co. lifted its position in Xcel Energy by 16.9% during the fourth quarter. JPMorgan Chase & Co. now owns 24,572,438 shares of the company’s stock valued at $1,814,920,000 after purchasing an additional 3,546,423 shares in the last quarter. Finally, Geode Capital Management LLC grew its holdings in Xcel Energy by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 16,496,124 shares of the company’s stock valued at $1,214,035,000 after purchasing an additional 126,498 shares during the period. 78.38% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on XEL shares. BMO Capital Markets lowered their price objective on Xcel Energy from $95.00 to $92.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. KeyCorp reaffirmed an “overweight” rating on shares of Xcel Energy in a report on Monday, June 8th. Evercore reiterated an “outperform” rating and issued a $96.00 price target on shares of Xcel Energy in a research report on Monday, May 4th. Barclays raised their price objective on shares of Xcel Energy from $87.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Finally, Truist Financial upped their target price on shares of Xcel Energy from $92.00 to $94.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Xcel Energy currently has a consensus rating of “Buy” and an average price target of $92.65.

Xcel Energy Price Performance

XEL stock opened at $78.23 on Friday. Xcel Energy Inc. has a 52 week low of $69.16 and a 52 week high of $84.23. The firm has a market capitalization of $48.84 billion, a P/E ratio of 22.54, a price-to-earnings-growth ratio of 2.05 and a beta of 0.39. The company has a fifty day simple moving average of $79.60 and a two-hundred day simple moving average of $79.45. The company has a quick ratio of 0.68, a current ratio of 0.77 and a debt-to-equity ratio of 1.45.

Xcel Energy (NASDAQ:XEL) last announced its earnings results on Thursday, July 30th. The company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.14. Xcel Energy had a net margin of 14.14% and a return on equity of 10.37%. The firm had revenue of $3.12 billion for the quarter, compared to analysts’ expectations of $3.55 billion. During the same period in the prior year, the company earned $1.59 EPS. The business’s revenue was down 5.1% compared to the same quarter last year. Analysts anticipate that Xcel Energy Inc. will post 4.11 earnings per share for the current fiscal year.

Xcel Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 20th. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.5925 per share. This represents a $2.37 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend is Tuesday, September 15th. Xcel Energy’s payout ratio is presently 68.30%.

Key Headlines Impacting Xcel Energy

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

• Positive Sentiment: Xcel reported second-quarter GAAP and ongoing earnings of $0.93 per share, well above the $0.79 analyst consensus. Net income rose to $586 million from $444 million a year earlier. Higher infrastructure investment recovery and lower power costs helped drive the improvement. Xcel Energy Second Quarter 2026 Earnings Report
• Positive Sentiment: The company declared a quarterly dividend of $0.5925 per share, equivalent to an annualized payout of approximately $2.37 and a yield near 3%. The dividend supports Xcel’s appeal to income-focused investors.
• Positive Sentiment: Management’s earnings-call discussion highlighted continued infrastructure investment and associated regulatory recovery, potentially supporting longer-term rate-base growth. Xcel Energy Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Xcel elected Peter Carter, Delta Air Lines’ president, to its board. The appointment adds an executive with experience in strategy, policy and sustainability, but is unlikely to materially affect near-term earnings. Xcel Energy Elects Peter Carter to Board of Directors
• Negative Sentiment: Revenue totaled $3.12 billion, below the $3.54 billion consensus estimate and down 5.1% year over year. The revenue miss may be weighing on the stock despite the EPS beat, particularly because utility investors focus on the durability of underlying growth. Xcel Q2 Earnings Beat Estimates on Infrastructure Investment Recovery

About Xcel Energy

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.