Compass Financial Management LLC Makes New $1.14 Million Investment in Dominion Energy Inc. $D

Compass Financial Management LLC purchased a new stake in shares of Dominion Energy Inc. (NYSE:D) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 16,692 shares of the utilities provider’s stock, valued at approximately $1,141,000.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its position in Dominion Energy by 64.3% in the 4th quarter. Brighton Jones LLC now owns 9,081 shares of the utilities provider’s stock valued at $489,000 after purchasing an additional 3,553 shares during the last quarter. Empowered Funds LLC boosted its stake in Dominion Energy by 8.3% during the 1st quarter. Empowered Funds LLC now owns 17,571 shares of the utilities provider’s stock valued at $985,000 after purchasing an additional 1,344 shares during the period. Woodline Partners LP grew its position in Dominion Energy by 40.7% in the 1st quarter. Woodline Partners LP now owns 70,968 shares of the utilities provider’s stock worth $3,979,000 after purchasing an additional 20,522 shares during the last quarter. Intech Investment Management LLC increased its stake in shares of Dominion Energy by 71.2% in the first quarter. Intech Investment Management LLC now owns 30,460 shares of the utilities provider’s stock valued at $1,708,000 after purchasing an additional 12,663 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Dominion Energy by 9.5% during the second quarter. Schnieders Capital Management LLC. now owns 124,573 shares of the utilities provider’s stock valued at $7,041,000 after buying an additional 10,775 shares during the last quarter. Institutional investors own 73.04% of the company’s stock.

Dominion Energy Price Performance

Shares of NYSE:D opened at $66.64 on Monday. The stock has a market cap of $58.61 billion, a price-to-earnings ratio of 23.22 and a beta of 0.65. The company has a debt-to-equity ratio of 1.43, a current ratio of 0.81 and a quick ratio of 0.64. Dominion Energy Inc. has a 12 month low of $55.85 and a 12 month high of $72.99. The stock’s 50 day moving average price is $69.22 and its 200 day moving average price is $65.65.

Dominion Energy (NYSE:D) last issued its quarterly earnings results on Friday, July 31st. The utilities provider reported $0.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.11. Dominion Energy had a return on equity of 9.62% and a net margin of 13.98%.The company had revenue of $4.48 billion for the quarter, compared to analysts’ expectations of $4.04 billion. During the same period last year, the firm earned $0.75 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. Dominion Energy has set its FY 2026 guidance at 3.450-3.690 EPS. Equities research analysts anticipate that Dominion Energy Inc. will post 3.57 earnings per share for the current fiscal year.

Dominion Energy Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Sunday, September 20th. Investors of record on Friday, September 4th will be issued a dividend of $0.6675 per share. This represents a $2.67 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend is Friday, September 4th. Dominion Energy’s payout ratio is presently 93.03%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on D shares. BMO Capital Markets boosted their price objective on Dominion Energy from $64.00 to $70.00 and gave the stock a “market perform” rating in a research report on Wednesday, July 22nd. Royal Bank Of Canada lifted their target price on Dominion Energy from $66.00 to $72.00 and gave the company a “sector perform” rating in a research note on Tuesday, May 19th. Seaport Research Partners lowered Dominion Energy from a “buy” rating to a “hold” rating in a research report on Wednesday, May 20th. Wells Fargo & Company increased their price target on Dominion Energy from $66.00 to $68.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Finally, UBS Group set a $80.00 price target on Dominion Energy in a report on Wednesday. Five research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $69.93.

Key Stories Impacting Dominion Energy

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

• Positive Sentiment: TD Cowen upgraded Dominion Energy, citing what it views as favorable odds for the NextEra transaction and additional upside potential. TD Cowen Just Upgraded Dominion Energy. Here’s Why.
• Positive Sentiment: Dominion said it expects to receive a refund related to tariffs imposed during the Trump administration. The reimbursement could provide a modest cash-flow benefit. Dominion says they’re getting a Trump Tariff refund
• Neutral Sentiment: Morgan Stanley lowered its Dominion price target from $71 to $68 and assigned an “equal weight” rating. The revised target still implies limited upside, but the reduction signals more cautious expectations. Morgan Stanley lowers Dominion Energy price target
• Neutral Sentiment: Analysts collectively maintain a “Hold” consensus rating, suggesting Wall Street sees a relatively balanced risk-reward profile. Dominion Energy receives consensus Hold rating
• Negative Sentiment: The proposed NextEra merger continues to face political and regulatory scrutiny. Virginia, Maine and Massachusetts officials have raised concerns about competition and potential increases in energy costs, while South Carolina regulators are examining the transaction timeline. These objections could delay approval, increase required concessions or reduce the deal’s expected benefits. Maine governor raises concerns about NextEra-Dominion merger
• Negative Sentiment: Local homeowners are opposing a Dominion power-line project, citing potentially significant costs and property impacts. The dispute adds reputational and permitting risk, although its direct financial effect remains unclear. Ashburn homeowners oppose Dominion power line

Dominion Energy Profile

Dominion Energy, Inc, headquartered in Richmond, Virginia, is a diversified energy company that primarily operates regulated electricity and natural gas utilities and develops energy infrastructure. The company’s core activities include the generation, transmission and distribution of electricity to residential, commercial and industrial customers, as well as the purchase, storage and delivery of natural gas. Dominion combines traditional utility operations with energy infrastructure businesses to provide essential services across its service territories.

Dominion’s electricity portfolio spans multiple technologies and fuel sources, including nuclear, natural gas-fired generation and renewable resources such as utility-scale solar and wind.