Duke Energy Corporation $DUK Shares Sold by Edgar Lomax Co. VA

Edgar Lomax Co. VA decreased its holdings in Duke Energy Corporation (NYSE:DUK) by 22.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 283,546 shares of the utilities provider’s stock after selling 83,370 shares during the quarter. Duke Energy accounts for about 2.7% of Edgar Lomax Co. VA’s investment portfolio, making the stock its 14th largest position. Edgar Lomax Co. VA’s holdings in Duke Energy were worth $35,089,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Brighton Jones LLC boosted its position in shares of Duke Energy by 11.6% in the 4th quarter. Brighton Jones LLC now owns 6,754 shares of the utilities provider’s stock valued at $728,000 after purchasing an additional 700 shares during the period. Empowered Funds LLC boosted its holdings in shares of Duke Energy by 19.6% in the first quarter. Empowered Funds LLC now owns 23,162 shares of the utilities provider’s stock worth $2,825,000 after buying an additional 3,797 shares during the period. Schnieders Capital Management LLC. increased its position in shares of Duke Energy by 1.0% in the second quarter. Schnieders Capital Management LLC. now owns 31,238 shares of the utilities provider’s stock worth $3,686,000 after acquiring an additional 315 shares in the last quarter. Crestwood Advisors Group LLC raised its holdings in shares of Duke Energy by 18.6% during the second quarter. Crestwood Advisors Group LLC now owns 6,406 shares of the utilities provider’s stock valued at $756,000 after acquiring an additional 1,003 shares during the period. Finally, Fourth Dimension Wealth LLC lifted its position in shares of Duke Energy by 74.7% in the 2nd quarter. Fourth Dimension Wealth LLC now owns 1,342 shares of the utilities provider’s stock valued at $158,000 after acquiring an additional 574 shares in the last quarter. Institutional investors and hedge funds own 65.31% of the company’s stock.

Analysts Set New Price Targets

DUK has been the topic of several research analyst reports. BTIG Research reiterated a “buy” rating and set a $141.00 price objective on shares of Duke Energy in a research report on Friday, January 30th. Mizuho set a $130.00 target price on Duke Energy in a research report on Tuesday, February 10th. Evercore reiterated an “in-line” rating and set a $139.00 price target on shares of Duke Energy in a report on Thursday. Jefferies Financial Group increased their price objective on Duke Energy from $125.00 to $141.00 and gave the stock a “hold” rating in a research note on Tuesday, February 17th. Finally, JPMorgan Chase & Co. lowered their target price on Duke Energy from $136.00 to $126.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Nine equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $136.87.

Duke Energy Stock Performance

Shares of NYSE DUK opened at $131.68 on Friday. Duke Energy Corporation has a one year low of $111.22 and a one year high of $132.65. The business’s 50-day moving average price is $122.27 and its two-hundred day moving average price is $122.31. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. The company has a market capitalization of $102.40 billion, a P/E ratio of 20.84, a price-to-earnings-growth ratio of 2.86 and a beta of 0.50.

Duke Energy (NYSE:DUK) last released its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.01. The business had revenue of $7.94 billion for the quarter, compared to the consensus estimate of $7.57 billion. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. During the same quarter last year, the firm earned $1.66 EPS. Analysts anticipate that Duke Energy Corporation will post 6.33 earnings per share for the current fiscal year.

Duke Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.065 per share. This represents a $4.26 annualized dividend and a dividend yield of 3.2%. The ex-dividend date is Friday, February 13th. Duke Energy’s dividend payout ratio is 67.41%.

Insider Buying and Selling

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

Duke Energy News Summary

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

• Positive Sentiment: Evercore reaffirmed an “in-line” rating and set a $139 price target (about mid-single-digit upside vs. current levels), supporting the view that analysts see limited but tangible upside from here. Finviz: Evercore reaffirmation
• Positive Sentiment: Wells Fargo raised its price target to $135 and kept an “equal weight” stance, another analyst move that narrows the gap between consensus targets and the stock’s current level. Benzinga: Wells Fargo price target raise
• Positive Sentiment: DUK hit a new 52‑week high after an analyst upgrade, reflecting momentum from recent upgrades and the stock’s strong YTD performance. AmericanBankingNews: 52-Week High After Upgrade
• Positive Sentiment: Market commentary highlights Duke as a beneficiary of sector rotation into defensive, dividend‑paying utilities; analysts and investors cite stable cash flows, dividend yield and exposure to gas/nuclear as reasons for continued interest. MarketBeat: 3 Blue-Chip Stocks Built for a Rotating Market
• Positive Sentiment: Operational reliability is improving: Duke reports multi‑decade lows in average outage duration after grid upgrades, and Duke Energy Florida highlighted record‑low outage times—both points that support regulatory credibility and lower storm‑related costs. Yahoo: Lowest power outage times after grid upgrades Yahoo Finance: Duke Energy Florida record-low outage time
• Neutral Sentiment: Zacks and other trending stock notes point to increased investor attention on DUK (search/traffic can amplify moves short‑term) but offer no new fundamental catalyst beyond existing analyst and operational news. Zacks: Trending Stock Note
• Neutral Sentiment: Smaller operational items—helicopter tree trimming in the Wabash Valley and AI tools to detect customer scams—underscore ongoing distribution maintenance and cost‑control/anti‑fraud initiatives, which are supportive long term but unlikely to move the stock materially on their own. WTHI: Tree trimming by helicopter Daily Energy Insider: AI to detect scams

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.