Dimensional Fund Advisors LP Acquires 61,416 Shares of Xcel Energy Inc. $XEL

Dimensional Fund Advisors LP boosted its stake in Xcel Energy Inc. (NASDAQ:XEL) by 3.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,052,030 shares of the company’s stock after acquiring an additional 61,416 shares during the period. Dimensional Fund Advisors LP’s holdings in Xcel Energy were worth $163,008,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently made changes to their positions in the company. Barclays PLC raised its position in shares of Xcel Energy by 63.6% in the fourth quarter. Barclays PLC now owns 9,979,397 shares of the company’s stock valued at $737,078,000 after purchasing an additional 3,881,011 shares during the period. JPMorgan Chase & Co. boosted its stake in Xcel Energy by 16.9% in the 4th quarter. JPMorgan Chase & Co. now owns 24,572,438 shares of the company’s stock worth $1,814,920,000 after purchasing an additional 3,546,423 shares during the period. Pictet Asset Management Holding SA grew its holdings in Xcel Energy by 37.1% during the 1st quarter. Pictet Asset Management Holding SA now owns 8,871,863 shares of the company’s stock valued at $704,780,000 after buying an additional 2,399,089 shares in the last quarter. Bank of America Corp DE increased its position in shares of Xcel Energy by 9.0% during the second quarter. Bank of America Corp DE now owns 26,262,079 shares of the company’s stock valued at $1,788,448,000 after buying an additional 2,157,602 shares during the period. Finally, Boston Partners increased its position in shares of Xcel Energy by 4,530.7% during the fourth quarter. Boston Partners now owns 2,024,541 shares of the company’s stock valued at $149,538,000 after buying an additional 1,980,821 shares during the period. 78.38% of the stock is currently owned by institutional investors.

Xcel Energy Stock Performance

Shares of XEL opened at $81.67 on Friday. The company has a market cap of $50.98 billion, a PE ratio of 23.54, a price-to-earnings-growth ratio of 2.12 and a beta of 0.39. The company has a current ratio of 0.77, a quick ratio of 0.68 and a debt-to-equity ratio of 1.45. The stock has a 50-day moving average price of $79.59 and a 200-day moving average price of $79.26. Xcel Energy Inc. has a 12-month low of $69.16 and a 12-month high of $84.23.

Xcel Energy (NASDAQ:XEL) last issued its quarterly earnings data on Wednesday, April 29th. The company reported $0.91 EPS for the quarter, hitting the consensus estimate of $0.91. The company had revenue of $4.02 billion during the quarter, compared to analyst estimates of $4.21 billion. Xcel Energy had a return on equity of 10.37% and a net margin of 14.14%.Xcel Energy’s revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.84 earnings per share. As a group, equities analysts forecast that Xcel Energy Inc. will post 4.11 earnings per share for the current fiscal year.

Xcel Energy Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 20th. Shareholders of record on Monday, June 15th were paid a $0.5925 dividend. This represents a $2.37 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Monday, June 15th. Xcel Energy’s payout ratio is currently 68.30%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Xcel Energy in a research report on Wednesday, June 17th. New Street Research set a $91.00 target price on shares of Xcel Energy in a report on Tuesday, June 23rd. UBS Group increased their target price on shares of Xcel Energy from $89.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. KeyCorp reissued an “overweight” rating on shares of Xcel Energy in a report on Monday, June 8th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Xcel Energy from $91.00 to $102.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $92.65.

Key Stories Impacting Xcel Energy

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Xcel Energy and raised its longer-term earnings estimates, including FY2027, FY2028, FY2029, and FY2030, signaling confidence in the utility’s multi-year growth profile.
• Positive Sentiment: KeyCorp also lifted its FY2029 EPS forecast to $5.34 from $5.13 and FY2028 EPS to $4.89 from $4.77, which supports the view that earnings can improve steadily over time.
• Positive Sentiment: Recent commentary also pointed to Xcel as potentially undervalued relative to its earnings and dividend profile, with additional investor focus on clean energy spending and AI-driven power demand as possible longer-term tailwinds.
• Neutral Sentiment: KeyCorp’s near-term FY2026 EPS estimate was slightly reduced to $4.12 from $4.13, a small change that does not materially alter the broader thesis.
• Neutral Sentiment: Other recent coverage included Morgan Stanley reiterating a Hold rating and Zacks noting the company is due to report earnings next week, keeping attention centered on the upcoming results rather than any major new fundamental shock.

About Xcel Energy

Xcel Energy (NASDAQ: XEL) is a Minneapolis-based, publicly traded utility holding company that develops, owns and operates regulated electricity and natural gas delivery systems. The company’s core activities include generation, transmission and distribution of electricity, the delivery of natural gas to customers, and related customer service operations. Xcel provides a mix of utility services to residential, commercial and industrial customers and participates in wholesale energy markets where appropriate.

Its generation portfolio combines nuclear, natural gas, coal and a growing share of renewable resources such as wind and solar.