Capital Research Global Investors Purchases 12,758 Shares of Duke Energy Corporation $DUK

Capital Research Global Investors raised its stake in shares of Duke Energy Corporation (NYSE:DUK) by 0.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,033,225 shares of the utilities provider’s stock after purchasing an additional 12,758 shares during the quarter. Capital Research Global Investors owned 0.65% of Duke Energy worth $622,862,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the company. Bare Financial Services Inc raised its position in Duke Energy by 211.1% in the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after purchasing an additional 190 shares during the last quarter. Meeder Asset Management Inc. bought a new stake in Duke Energy in the third quarter valued at approximately $39,000. Anfield Capital Management LLC increased its position in shares of Duke Energy by 2,608.3% in the 2nd quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock valued at $38,000 after buying an additional 313 shares in the last quarter. Total Investment Management Inc. acquired a new position in shares of Duke Energy in the 2nd quarter valued at approximately $46,000. Finally, Tsfg LLC raised its holdings 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 during the period. Institutional investors own 65.31% of the company’s stock.

Insider Transactions at Duke Energy

In related news, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction that occurred 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Regis T. Repko sold 962 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total value of $123,001.32. Following the sale, the senior vice president owned 3,896 shares in the company, valued at approximately $498,142.56. The trade was 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 owned by company insiders.

Analysts Set New Price Targets

DUK has been the subject of a number of analyst reports. Evercore reaffirmed an “in-line” rating and issued a $139.00 target price on shares of Duke Energy in a research report on Thursday, March 5th. Jefferies Financial Group raised their target price on shares of Duke Energy from $125.00 to $141.00 and gave the stock a “hold” rating in a research note on Tuesday, February 17th. Mizuho set a $130.00 price objective on Duke Energy in a research report on Tuesday, February 10th. Wells Fargo & Company boosted their price target on Duke Energy from $115.00 to $135.00 and gave the company an “equal weight” rating in a research note on Wednesday, March 4th. Finally, The Goldman Sachs Group raised their target price on shares of Duke Energy from $141.00 to $142.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Nine equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $137.80.

Key Stories Impacting Duke Energy

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

• Positive Sentiment: Reached settlement agreements with North Carolina and South Carolina customer advocates and the NC Attorney General on the proposed combination of Duke Energy Carolinas and Duke Energy Progress — settlements promise “measurable, trackable” customer savings and reduce regulatory uncertainty around the merger. PR Newswire — NC settlement
• Positive Sentiment: UBS raised its price target on DUK to $140 (from $136), signaling some analyst confidence in Duke’s earnings and strategic outlook. MarketScreener — UBS price target
• Neutral Sentiment: Broader weakness in energy names: the NYSE Energy Sector Index fell, weighing on utility/energy stocks generally and adding sector headwinds to Duke’s share movement. Yahoo Finance — sector update
• Negative Sentiment: Duke priced an upsized private placement of $1.3B 3.000% convertible senior notes due 2029 — debt/convertible issuance can dilute equity on conversion and raises leverage, which investors often view as a near‑term negative despite low coupon. (The deal started as a $1B proposed offering.) PR Newswire — convertible notes
• Negative Sentiment: Thousands of customers are calling for an audit after a spike in power bills — heightened regulatory scrutiny and customer frustration can lead to political/regulatory costs and reputational risk. MSN — audit demands after bill spike
• Negative Sentiment: Local opposition as Duke plans a gas‑fired plant expansion — neighbors raise air‑pollution and health concerns, which can delay projects and increase permitting/legal costs. Independent Mail — community opposition
• Negative Sentiment: Reliability issues reported in local outages (e.g., Davie County schools delayed due to power outages) — short‑term reliability incidents can amplify regulatory and PR pressure. MSN — outages/school delay
• Negative Sentiment: Local reporting says NC carbon emissions may rise as Duke recommits to fossil fuels — ESG concerns could affect investor sentiment and attract regulatory/activist scrutiny. News & Observer — carbon/emissions story

Duke Energy Trading Down 1.1%

DUK opened at $129.68 on Wednesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. Duke Energy Corporation has a fifty-two week low of $111.22 and a fifty-two week high of $132.65. The company’s 50 day moving average price is $123.09 and its two-hundred day moving average price is $122.45. The firm has a market capitalization of $100.85 billion, a price-to-earnings ratio of 20.52, a PEG ratio of 2.84 and a beta of 0.50.

Duke Energy (NYSE:DUK) last issued its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.49 by $0.01. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. The company 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 business earned $1.66 earnings per share. As a group, research analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current 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 $1.065 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $4.26 annualized dividend and a dividend yield of 3.3%. Duke Energy’s dividend payout ratio 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.