Vista Cima Wealth Management LLC Invests $657,000 in Duke Energy Corporation $DUK

Vista Cima Wealth Management LLC bought a new stake in shares of Duke Energy Corporation (NYSE:DUK) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 5,308 shares of the utilities provider’s stock, valued at approximately $657,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Bare Financial Services Inc grew its position 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 valued at $35,000 after purchasing an additional 190 shares during the period. Anfield Capital Management LLC increased its stake in shares of Duke Energy by 2,608.3% during the second quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock worth $38,000 after purchasing an additional 313 shares in the last quarter. Meeder Asset Management Inc. acquired a new position in shares of Duke Energy during the 3rd quarter worth about $39,000. Total Investment Management Inc. acquired a new stake in Duke Energy in the 2nd quarter worth about $46,000. Finally, Tsfg LLC increased its stake in Duke Energy by 24.6% during the 3rd quarter. Tsfg LLC now owns 445 shares of the utilities provider’s stock worth $55,000 after buying an additional 88 shares in the last quarter. Hedge funds and other institutional investors own 65.31% of the company’s stock.

Duke Energy Stock Up 1.0%

Shares of NYSE:DUK opened at $133.17 on Friday. Duke Energy Corporation has a 52-week low of $111.22 and a 52-week high of $134.12. The stock has a market cap of $103.56 billion, a P/E ratio of 21.07, a PEG ratio of 2.86 and a beta of 0.50. The business has a fifty day moving average of $123.95 and a two-hundred day moving average of $122.64. The company has a quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 1.54.

Duke Energy (NYSE:DUK) last posted its quarterly 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. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.The business had revenue of $7.94 billion for the quarter, compared to analyst estimates of $7.57 billion. During the same quarter in the previous year, the firm earned $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 declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be issued a dividend of $1.065 per share. The ex-dividend date is Friday, February 13th. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.2%. Duke Energy’s dividend payout ratio (DPR) is currently 67.41%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on DUK. The Goldman Sachs Group lifted their price target on Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Evercore reaffirmed an “in-line” rating and set a $139.00 target price on shares of Duke Energy in a research note on Thursday, March 5th. Wells Fargo & Company increased 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 report on Wednesday, March 4th. Wall Street Zen downgraded shares of Duke Energy from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Finally, 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. Nine 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. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $137.80.

Duke Energy News Roundup

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

Insider Buying and Selling at Duke Energy

In other Duke Energy news, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $127.67, for a total value of $868,156.00. Following the sale, the chief executive officer owned 22,007 shares in the company, valued at $2,809,633.69. The trade was a 23.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Regis T. Repko sold 962 shares of the stock in a transaction 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 owned 3,896 shares of the company’s stock, valued at approximately $498,142.56. This represents a 19.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.14% of the stock is owned by company insiders.

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.