SageView Advisory Group LLC Grows Stake in Duke Energy Corporation $DUK

SageView Advisory Group LLC boosted its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 130.0% during the 3rd quarter, Holdings Channel reports. The firm owned 19,983 shares of the utilities provider’s stock after buying an additional 11,296 shares during the period. SageView Advisory Group LLC’s holdings in Duke Energy were worth $2,473,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Bare Financial Services Inc grew its holdings in Duke Energy by 211.1% during the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock valued at $35,000 after buying an additional 190 shares in the last quarter. Meeder Asset Management Inc. purchased a new position in shares of Duke Energy in the third quarter worth $39,000. Anfield Capital Management LLC lifted its holdings in shares of Duke Energy by 2,608.3% in the second quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock worth $38,000 after buying an additional 313 shares in the last quarter. Total Investment Management Inc. bought a new position in shares of Duke Energy during the second quarter worth $46,000. Finally, Tsfg LLC grew its stake in Duke Energy by 24.6% during the third quarter. Tsfg LLC now owns 445 shares of the utilities provider’s stock valued at $55,000 after acquiring an additional 88 shares in the last quarter. 65.31% of the stock is owned by hedge funds and other institutional investors.

Duke Energy Price Performance

DUK stock opened at $130.01 on Thursday. Duke Energy Corporation has a 52 week low of $111.22 and a 52 week high of $132.65. The firm has a market capitalization of $101.10 billion, a P/E ratio of 20.57, a price-to-earnings-growth ratio of 2.81 and a beta of 0.50. The company has a fifty day simple moving average of $123.34 and a two-hundred day simple moving average of $122.50. 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 (NYSE:DUK) last posted its earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.49 by $0.01. The firm had revenue of $7.94 billion for the quarter, compared to the consensus estimate of $7.57 billion. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. During the same period in the previous year, the firm posted $1.66 EPS. Analysts anticipate that Duke Energy Corporation will post 6.33 earnings per share for the current fiscal year.

Duke Energy Dividend Announcement

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

Insider Buying and Selling

In other news, SVP Regis T. Repko sold 962 shares of the firm’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 completion of the sale, the senior vice president directly owned 3,896 shares of the company’s stock, valued at $498,142.56. This trade represents a 19.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 completion of the transaction, the chief executive officer owned 22,007 shares of the company’s stock, valued at approximately $2,809,633.69. This trade represents a 23.61% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on DUK. 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 report on Thursday, December 11th. BTIG Research restated a “buy” rating and set a $141.00 price objective on shares of Duke Energy in a research report on Friday, January 30th. Wall Street Zen cut Duke Energy from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. The Goldman Sachs Group boosted their target price on Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $136.00 price target on shares of Duke Energy in a research note on Wednesday, February 11th. Nine research 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. Based on data from MarketBeat.com, Duke Energy presently has an average rating of “Hold” and an average price target of $137.80.

Duke Energy News Summary

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

• Positive Sentiment: Settlement agreements in North Carolina and South Carolina over the proposed DUKE mergers commit to “measurable, trackable” customer savings (described as hundreds of millions of dollars), reducing regulatory uncertainty around the combination and making the merger more likely to win approval. Duke Energy reaches agreements with North Carolina customer advocates, NC Attorney General’s office and others
• Positive Sentiment: Company statements and reporting indicate the merger deal includes explicit customer cost reductions, a concession likely to ease approval and political pushback. That reduces execution risk for the corporate restructuring. Duke Energy’s merger deal includes reducing customer costs
• Positive Sentiment: Operational progress: Duke opened its largest battery storage facility in Knightdale, supporting grid reliability and the company’s clean-energy transition narrative — a strategic positive for long-term capital projects and regulatory positioning. Duke Energy’s largest battery storage facility now open in Knightdale
• Positive Sentiment: Sell-side support: a UBS analyst published a bullish note calling for price appreciation, adding short-term analyst-driven buying interest to the stock. Duke Energy (NYSE:DUK) Stock Price Expected to Rise, UBS Group Analyst Says
• Positive Sentiment: Community/PR: Duke Energy Foundation announced $500,000 in HERO grants for South Carolina emergency preparedness, helping community relations ahead of regulatory reviews. Duke Energy Foundation offers $500,000 to strengthen emergency preparedness across South Carolina
• Neutral Sentiment: Financing: Duke priced an upsized $1.3B convertible senior note offering (3.00% due 2029) and will use proceeds mainly to refinance 2026 convertibles — this reduces near-term refinancing risk but introduces convertible securities (potential dilution), so market impact is mixed. Duke Energy prices upsized offering of $1.3 billion of 3.000% convertible senior notes due 2029
• Neutral Sentiment: Valuation/market note: Analysts and coverage pieces are updating valuation after the upsized convertible deal and recent share run; the stock has shown multi-month momentum, tempering downside risk while keeping expectations elevated. A Look At Duke Energy (DUK) Valuation After Upsized US$1.3b Convertible Notes Refinancing
• Negative Sentiment: Customer backlash and rate pressure: Thousands of customers and local officials are calling for audits and protesting bill spikes amid Duke’s rate filings; New Bern and other localities are considering or approving small utility rate increases tied to wholesale costs, drawing regulatory scrutiny and political risk. Thousands demand Duke Energy audit after spike in power bills
• Negative Sentiment: Service/reputation issues: Recent outages impacted schools and communities, and local opposition to a proposed gas-plant expansion raises potential permitting, legal and PR headwinds that could delay projects or increase costs. As Duke Energy plans expansion, neighbors fearful of air pollution

Duke Energy 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.