Caprock Group LLC Acquires New Holdings in Duke Energy Corporation $DUK

Caprock Group LLC bought a new position in Duke Energy Corporation (NYSE:DUK) in the 3rd quarter, HoldingsChannel reports. The fund bought 48,248 shares of the utilities provider’s stock, valued at approximately $5,966,000.

Other large investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in Duke Energy by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 75,716,783 shares of the utilities provider’s stock worth $8,934,580,000 after buying an additional 1,154,783 shares in the last quarter. Geode Capital Management LLC raised its stake in Duke Energy by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 18,684,447 shares of the utilities provider’s stock valued at $2,205,070,000 after acquiring an additional 319,001 shares in the last quarter. Laurel Wealth Advisors LLC boosted its position in Duke Energy by 11,417.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 17,668,789 shares of the utilities provider’s stock worth $2,084,917,000 after acquiring an additional 17,515,383 shares during the period. Charles Schwab Investment Management Inc. grew its stake in shares of Duke Energy by 0.4% in the second quarter. Charles Schwab Investment Management Inc. now owns 8,691,150 shares of the utilities provider’s stock worth $1,025,244,000 after purchasing an additional 34,906 shares in the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of Duke Energy by 3.5% during the second quarter. Legal & General Group Plc now owns 6,338,489 shares of the utilities provider’s stock valued at $747,942,000 after purchasing an additional 216,541 shares during the period. Institutional investors and hedge funds own 65.31% of the company’s stock.

Trending Headlines about Duke Energy

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

• Positive Sentiment: Management raised and extended its long‑term outlook — Duke expanded its five‑year capital plan to $103 billion (up about $16B) and reiterated a 5%–7% EPS growth target through 2030, signaling sustained investment-led earnings growth that underpins future rate base and earnings. Duke Energy projects 5%–7% EPS growth through 2030 while expanding $103B capital plan
• Positive Sentiment: Data‑center demand is a material growth driver — Duke signed ~1.5 GW of new data‑center deals in Q4, lifting the pipeline to ~4.5 GW, providing contracted or near‑contracted load that supports revenue visibility and justifies grid investments. Duke Energy signed 1.5 GW of new data center deals in Q4, lifting total pipeline to 4.5 GW
• Positive Sentiment: Q4 revenue beat and FY26 guidance roughly inline — revenue came in at $7.94B (above estimates) and management set FY2026 EPS guidance of $6.55–$6.80, supporting the view that demand (including AI/data center loads) is lifting top line and enabling durable cash flow. Duke Energy Q4 results and call materials
• Neutral Sentiment: Recovery of storm costs improves cash flow — the company reported recovering ~$3B in storm costs, which reduces regulatory lag on cost recovery but is largely one‑time in nature. Duke Energy recovers $3 billion in storm costs, signs new data center deals
• Neutral Sentiment: Operational reliability wins — smart, self‑healing grid tech avoided many extended outages and peak demand hit records, highlighting investment payoff but also signaling the need for continued capex. Smart, self-healing tech avoided extended outages
• Negative Sentiment: Local regulatory/competitive risk — St. Petersburg has begun studying a municipal utility option as its contract with Duke nears expiration; if pursued, this could reduce customer base and future load in that jurisdiction. St. Petersburg to study municipal electric utility as Duke Energy contract nears expiration
• Negative Sentiment: Near‑term margin pressure and mixed earnings reads — some outlets note Q4 EPS was down year‑over‑year and narrowly missed or only marginally beat certain estimates, reflecting higher costs that could compress near‑term margins despite revenue growth. Duke Energy Q4 earnings lag estimates, revenues rise y/y

Duke Energy Stock Performance

NYSE:DUK opened at $123.75 on Wednesday. The company has a 50-day moving average of $118.14 and a 200-day moving average of $121.67. The firm has a market cap of $96.24 billion, a price-to-earnings ratio of 19.46, a price-to-earnings-growth ratio of 2.64 and a beta of 0.51. The company has a current ratio of 0.63, a quick ratio of 0.40 and a debt-to-equity ratio of 1.54. Duke Energy Corporation has a twelve month low of $110.51 and a twelve month high of $130.03.

Duke Energy (NYSE:DUK) last released its earnings results on Tuesday, February 10th. The utilities provider reported $1.50 EPS for the quarter, beating the consensus estimate of $1.49 by $0.01. The business had revenue of $7.94 billion during the quarter, compared to analyst estimates of $7.57 billion. Duke Energy had a net margin of 15.76% and a return on equity of 9.98%. During the same period in the prior year, the business earned $1.66 earnings per share. Duke Energy has set its FY 2026 guidance at 6.550-6.800 EPS. Analysts forecast that Duke Energy Corporation will post 6.33 earnings per share for the current fiscal year.

Duke Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.065 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $4.26 annualized dividend and a dividend yield of 3.4%. Duke Energy’s dividend payout ratio (DPR) is currently 66.98%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on DUK shares. Mizuho set a $130.00 price objective on shares of Duke Energy in a report on Tuesday. Wells Fargo & Company lowered their target price on shares of Duke Energy from $126.00 to $115.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 20th. Barclays reduced their price target on shares of Duke Energy from $135.00 to $127.00 and set an “overweight” rating for the company in a research note on Thursday, January 15th. BMO Capital Markets raised their price objective on shares of Duke Energy from $130.00 to $132.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. Eleven investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $133.88.

Insider Activity

In other news, EVP Robert Alexander Glenn sold 8,200 shares of the business’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $123.80, for a total transaction of $1,015,160.00. Following the sale, the executive vice president directly owned 11,367 shares of the company’s stock, valued at $1,407,234.60. The trade was a 41.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.14% of the stock is owned by insiders.

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.