Captrust Financial Advisors Increases Holdings in Duke Energy Corporation $DUK

Captrust Financial Advisors raised its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 3.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 451,582 shares of the utilities provider’s stock after purchasing an additional 13,800 shares during the period. Captrust Financial Advisors owned 0.06% of Duke Energy worth $55,883,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in DUK. Wiser Advisor Group LLC purchased a new position in shares of Duke Energy during the third quarter valued at approximately $34,000. Bare Financial Services Inc lifted its stake in Duke Energy by 211.1% in the third quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after acquiring an additional 190 shares during the period. Anfield Capital Management LLC boosted its holdings in Duke Energy by 2,608.3% in the second quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock valued at $38,000 after acquiring an additional 313 shares in the last quarter. Meeder Asset Management Inc. bought a new stake in Duke Energy in the third quarter valued at $39,000. Finally, Imprint Wealth LLC purchased a new position in Duke Energy during the 3rd quarter valued at $39,000. 65.31% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on DUK shares. 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 report on Tuesday, February 17th. JPMorgan Chase & Co. reduced their price target on shares of Duke Energy from $136.00 to $126.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. The Goldman Sachs Group increased their price target on shares of Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Barclays lowered their price objective on shares of Duke Energy from $135.00 to $127.00 and set an “overweight” rating for the company in a report on Thursday, January 15th. Finally, Wall Street Zen downgraded Duke Energy from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Nine investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Duke Energy presently has a consensus rating of “Hold” and a consensus target price of $137.80.

Duke Energy Trading Down 1.6%

NYSE DUK opened at $130.77 on Thursday. Duke Energy Corporation has a 12 month low of $111.22 and a 12 month high of $134.49. The company has a current ratio of 0.55, a quick ratio of 0.33 and a debt-to-equity ratio of 1.54. The stock’s fifty day moving average price is $124.88 and its 200-day moving average price is $122.83. The stock has a market cap of $101.70 billion, a P/E ratio of 20.69 and a beta of 0.50.

Duke Energy (NYSE:DUK) last posted 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 firm had revenue of $7.94 billion during the quarter, compared to analyst estimates of $7.57 billion. During the same quarter in the previous year, the firm earned $1.66 EPS. As a group, equities analysts forecast that Duke Energy Corporation will post 6.33 EPS for the current fiscal year.

Duke Energy Announces Dividend

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

Insider Activity at Duke Energy

In related news, SVP Regis T. Repko sold 962 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total value of $123,001.32. Following the completion of the transaction, the senior vice president directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 in the company, valued at $2,809,633.69. This trade represents a 23.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.14% of the company’s stock.

Duke Energy News Roundup

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

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.