Websterrogers Financial Advisors LLC Makes New Investment in Duke Energy Corporation $DUK

Websterrogers Financial Advisors LLC acquired a new stake in Duke Energy Corporation (NYSE:DUK) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 3,989 shares of the utilities provider’s stock, valued at approximately $468,000.

Several other institutional investors and hedge funds have also bought and sold shares of DUK. Old Port Advisors grew its holdings in Duke Energy by 2.8% in the fourth quarter. Old Port Advisors now owns 20,326 shares of the utilities provider’s stock worth $2,382,000 after purchasing an additional 546 shares during the period. Occidental Asset Management LLC raised its holdings in shares of Duke Energy by 3.9% during the fourth quarter. Occidental Asset Management LLC now owns 41,610 shares of the utilities provider’s stock valued at $4,877,000 after purchasing an additional 1,559 shares during the period. Lake Street Private Wealth LLC boosted its position in shares of Duke Energy by 3.3% during the 4th quarter. Lake Street Private Wealth LLC now owns 3,737 shares of the utilities provider’s stock worth $438,000 after purchasing an additional 120 shares in the last quarter. Sovereign Financial Group Inc. boosted its position in shares of Duke Energy by 14.5% during the 4th quarter. Sovereign Financial Group Inc. now owns 2,968 shares of the utilities provider’s stock worth $348,000 after purchasing an additional 376 shares in the last quarter. Finally, Cyndeo Wealth Partners LLC grew its stake in shares of Duke Energy by 912.3% in the 4th quarter. Cyndeo Wealth Partners LLC now owns 62,164 shares of the utilities provider’s stock valued at $7,286,000 after buying an additional 56,023 shares during the period. 65.31% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on DUK shares. UBS Group upped their price target on Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. JPMorgan Chase & Co. reduced their price objective on Duke Energy from $136.00 to $126.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Wells Fargo & Company upped their target price on Duke Energy from $115.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Wednesday, March 4th. Wall Street Zen cut Duke Energy from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Finally, Morgan Stanley set a $139.00 price target on shares of Duke Energy in a research note on Friday, February 20th. Nine analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Duke Energy currently has a consensus rating of “Hold” and a consensus price target of $137.80.

Duke Energy Stock Down 2.2%

DUK stock opened at $126.95 on Friday. The firm has a market capitalization of $98.73 billion, a PE ratio of 20.09 and a beta of 0.50. 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 Corporation has a twelve month low of $111.22 and a twelve month high of $134.49. The stock’s 50 day moving average is $125.33 and its 200-day moving average is $122.92.

Duke Energy (NYSE:DUK) last announced its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (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 during the quarter, compared to the consensus estimate of $7.57 billion. During the same quarter in the prior year, the company posted $1.66 earnings per share. Sell-side analysts expect that Duke Energy Corporation will post 6.33 EPS for the current fiscal year.

Duke Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 13th were given a dividend of $1.065 per share. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend was Friday, February 13th. Duke Energy’s dividend payout ratio (DPR) is presently 67.41%.

Trending Headlines about Duke Energy

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

• Positive Sentiment: Duke’s clean-energy programs are gaining traction: the company placed the 10 MW Ebbie Solar project into service in South Carolina and its Renewable Choice program exceeded initial enrollment targets, supporting longer‑term growth in renewables. Duke Energy helps customers in South Carolina advance sustainability goals through expanded clean energy initiatives
• Positive Sentiment: Duke Energy Foundation announced grants to support lineworker training at several colleges and $500,000 for storm preparedness in North Carolina — initiatives that can ease operational risk and support reliability. Duke Energy partners with colleges to train next generation of lineworkers
• Positive Sentiment: Investor pieces highlighting Duke’s dividend appeal, infrastructure and renewable investment plans are drawing buyer interest, reinforcing the company’s long‑term utility income thesis. Here’s Why You Should Add Duke Energy Stock to Your Portfolio Now
• Neutral Sentiment: Duke rolled out customer-facing tools like the Usage Alerts program in Florida to help customers anticipate bills ahead of summer — a customer-relations and demand-management move that may blunt complaints if adopted broadly. Monitor energy use with alerts – ahead of the summer heat
• Neutral Sentiment: Duke publicly responded to a large customer petition calling for an audit of rates after high winter bills; the company’s response and any regulator engagement will matter for near‑term sentiment but outcomes are uncertain. Duke Energy responds to petition calling for bill audit
• Negative Sentiment: A massive power outage prompted multiple local reports; ongoing investigations into the cause raise short‑term reliability concerns and could weigh on sentiment and regulatory scrutiny. Duke Energy addressing cause of massive power outage
• Negative Sentiment: Nearly 50,000 customers signed petitions and local stories document spikes in winter bills, driving calls for audits and political/regulatory attention — a catalyst for investor concern about rate cases and reputational risk. Customers petition for audit of Duke Energy’s electric rates following sky-high winter bills
• Negative Sentiment: Regulatory pressure and customer backlash come as Duke faces plans to expand some fossil‑fuel capacity to meet rising demand — drawing criticism that could complicate permitting, permitting timelines and ESG perceptions. Duke Energy plan draws criticism for expanding fossil fuels to meet rising demand
• Negative Sentiment: Reports indicate Duke Energy Ohio may raise rates twice before summer, which signals utility revenue recovery but also higher customer bills and potential regulatory scrutiny across jurisdictions. Duke Energy Ohio Rates Expected to Rise Twice Before Summer

Insider Activity

In other news, SVP Regis T. Repko sold 962 shares of the business’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 owned 3,896 shares in the company, valued at $498,142.56. The trade was a 19.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Louis E. Renjel sold 6,800 shares of the company’s 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 completion of the transaction, the chief executive officer directly owned 22,007 shares of the company’s stock, valued at approximately $2,809,633.69. This represents a 23.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.14% of the stock is currently owned by insiders.

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.