Cape Investment Advisory Inc. Trims Holdings in Duke Energy Corporation $DUK

Cape Investment Advisory Inc. decreased its stake in shares of Duke Energy Corporation (NYSE:DUK) by 57.0% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,430 shares of the utilities provider’s stock after selling 4,538 shares during the period. Cape Investment Advisory Inc.’s holdings in Duke Energy were worth $424,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. KERR FINANCIAL PLANNING Corp purchased a new position in Duke Energy during the third quarter valued at approximately $27,000. Wiser Advisor Group LLC purchased a new stake in Duke Energy in the 3rd quarter worth approximately $34,000. Bare Financial Services Inc lifted its stake 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 in the last quarter. Anfield Capital Management LLC boosted its holdings in 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 purchasing an additional 313 shares during the period. Finally, Meeder Asset Management Inc. purchased a new position in shares of Duke Energy during the 3rd quarter valued at $39,000. Institutional investors own 65.31% of the company’s stock.

Duke Energy Stock Performance

NYSE DUK opened at $130.77 on Thursday. Duke Energy Corporation has a 52-week low of $111.22 and a 52-week high of $134.49. The company has a fifty day moving average of $124.88 and a 200-day moving average of $122.83. The company has a market capitalization of $101.70 billion, a P/E ratio of 20.69 and a beta of 0.50. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.33 and a current ratio of 0.55.

Duke Energy (NYSE:DUK) last released its earnings results on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $7.57 billion. During the same quarter in the prior year, the firm earned $1.66 earnings per share. As a group, equities research analysts predict that Duke Energy Corporation will post 6.33 EPS for the current fiscal year.

Duke Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 13th were given a dividend of $1.065 per share. The ex-dividend date was Friday, February 13th. This represents a $4.26 annualized dividend and a dividend yield of 3.3%. Duke Energy’s dividend payout ratio is 67.41%.

Analyst Ratings Changes

Several research analysts have recently weighed in on DUK shares. BMO Capital Markets reaffirmed an “outperform” rating and issued a $136.00 price target on shares of Duke Energy in a report on Wednesday, February 11th. Morgan Stanley set a $139.00 target price on Duke Energy in a research report on Friday, February 20th. The Goldman Sachs Group upped their target price on Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Mizuho set a $130.00 price target on Duke Energy in a report on Tuesday, February 10th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Duke Energy in a research report on Monday, December 29th. Nine investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $137.80.

Trending Headlines about Duke Energy

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

• Positive Sentiment: Regulatory rate moves that raise allowed revenue — Ohio customers are expected to see two rate increases before summer, which would boost near‑term utility revenue and cash flow for Duke. Duke Energy Ohio Rates Expected to Rise Twice Before Summer
• Positive Sentiment: Clean‑energy growth: Duke placed the 10 MW Ebbie Solar project in service in South Carolina and its Green Source Advantage / Renewable Choice programs have exceeded early enrollment targets — supporting long‑term growth and demand from large customers. Duke Energy helps customers in South Carolina advance sustainability goals through expanded clean energy initiatives
• Positive Sentiment: Analyst/investor endorsement narratives: Several pieces (Zacks, Yahoo syndicates) highlight Duke’s dividend yield, steady regulated cash flows and large infrastructure/renewables investment plan, which supports long‑term investor demand. Here’s Why You Should Add Duke Energy Stock to Your Portfolio Now
• Neutral Sentiment: Debt / capital markets activity: Duke plans to raise $1B via convertible senior notes due 2029 (private placement). This provides liquidity for capex but introduces conversion/dilution considerations investors will model. Duke Energy (DUK) to Raise $1B Through Convertible Senior Notes
• Neutral Sentiment: Attention metrics: Zacks notes elevated investor searching on DUK — increased interest can amplify moves but is directionally neutral absent a catalyst. Investors Heavily Search Duke Energy Corporation (DUK): Here is What You Need to Know
• Negative Sentiment: Consumer backlash and regulatory scrutiny: Petitions and calls for an independent audit of Duke’s rates followed widespread reports of very high winter bills, raising regulatory and reputational risk that could slow approvals or invite penalties. Raleigh mom spearheads petition for audit for Duke Energy
• Negative Sentiment: Wider public pressure in North Carolina: Thousands have called for an independent audit after high bills and public comment is active around Duke’s future plans — regulators may face political pressure. Thousands in NC call for independent audit of Duke Energy
• Negative Sentiment: Operational issues & storm impacts: Recent storms caused localized outages and emergency response mobilization — operational disruptions and repair costs can pressure near‑term margins and customer goodwill. Thousands without power across Wake County

Insider Transactions at Duke Energy

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

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.