Dimensional Fund Advisors LP Increases Stock Position in Duke Energy Corporation $DUK

Dimensional Fund Advisors LP grew its holdings in Duke Energy Corporation (NYSE:DUK) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,957,374 shares of the utilities provider’s stock after purchasing an additional 11,970 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Duke Energy were worth $242,206,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of DUK. Legacy Investment Solutions LLC acquired a new stake in Duke Energy during the 2nd quarter valued at $28,000. Bare Financial Services Inc raised its holdings in shares of Duke Energy by 211.1% in the third quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after acquiring an additional 190 shares during the last quarter. Anfield Capital Management LLC lifted its position in shares of Duke Energy by 2,608.3% in the second quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock valued at $38,000 after acquiring an additional 313 shares in the last quarter. Meeder Asset Management Inc. purchased a new stake in shares of Duke Energy in the third quarter valued at $39,000. Finally, Total Investment Management Inc. acquired a new stake in shares of Duke Energy during the second quarter valued at $46,000. 65.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Duke Energy

In other news, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $127.67, for a total value of $868,156.00. Following the transaction, 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 transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Regis T. Repko sold 962 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $127.86, for a total transaction of $123,001.32. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. 0.14% of the stock is currently owned by insiders.

Key Headlines Impacting Duke Energy

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

• Positive Sentiment: Brookfield completed a minority investment in Duke Energy Florida (9.2%), signaling outside capital for Florida infrastructure growth and a potential de‑risking/partnering path for regional expansion. Brookfield Stake Reshapes Duke Energy Florida Growth And Investor Outlook
• Positive Sentiment: Duke Energy Florida reported its lowest average outage times in over 20 years — an operational win that supports reliability narratives and lowers regulatory/PR risk. Duke Energy Florida achieves lowest average outage times in more than 20 years
• Positive Sentiment: Market commentary on sector rotation spots Duke among blue‑chip defensive names that could attract flows as investors rotate out of expensive tech; Duke’s dividend history and “all of the above” generation mix are cited as catalysts. 3 Blue-Chip Stocks Built for a Rotating Market
• Positive Sentiment: Recent analyst upgrades / favorable coverage have pushed DUK toward a 52‑week high earlier this week, supporting momentum and investor sentiment around near‑term upside. Duke Energy (NYSE:DUK) Hits New 52-Week High After Analyst Upgrade
• Neutral Sentiment: Duke published guidance and customer‑facing information explaining higher winter bills and outlining payment/assistance options — important for customer relations and potential regulatory scrutiny but not an immediate earnings surprise. Understanding higher energy bills this winter – and how Duke Energy can help
• Neutral Sentiment: Macro pieces highlighting falling interest rates as a potential tailwind for rate‑sensitive utilities could support multiple expansion for Duke if the rate outlook continues to shift. Interest Rates Are Heading Down — These 3 Stocks Win Big When They Do
• Negative Sentiment: Evercore ISI issued a downgrade/negative note on Duke (coverage reported), which can cap near‑term upside and adds analyst skepticism despite other favorable coverage; that pressure likely explains some intraday volatility. Evercore ISI Group downgrades Duke Energy (DUK)

Analyst Ratings Changes

Several brokerages recently weighed in on DUK. Wells Fargo & Company boosted their target price on shares of Duke Energy from $115.00 to $135.00 and gave the company an “equal weight” rating in a research note on Wednesday. Wall Street Zen cut shares of Duke Energy from a “hold” rating to a “sell” rating in a research note on Saturday. Morgan Stanley set a $139.00 price objective on shares of Duke Energy in a research report on Friday, February 20th. JPMorgan Chase & Co. reduced their price objective on shares of Duke Energy from $136.00 to $126.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Finally, The Goldman Sachs Group raised their target price on shares of Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Nine investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $136.87.

Duke Energy Stock Up 0.7%

DUK opened at $132.53 on Friday. Duke Energy Corporation has a 12 month low of $111.22 and a 12 month high of $132.65. The business has a 50-day moving average of $122.58 and a two-hundred day moving average of $122.38. 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 stock has a market capitalization of $103.06 billion, a price-to-earnings ratio of 20.97, a price-to-earnings-growth ratio of 2.88 and a beta of 0.50.

Duke Energy (NYSE:DUK) last announced its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.01. The business had revenue of $7.94 billion for the quarter, compared to analyst estimates 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 in the prior year, the firm posted $1.66 EPS. On average, research analysts expect that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy Dividend Announcement

The company also recently announced 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 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 presently 67.41%.

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.