Yousif Capital Management LLC Decreases Position in Duke Energy Corporation $DUK

Yousif Capital Management LLC lessened its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 4.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 103,998 shares of the utilities provider’s stock after selling 4,638 shares during the quarter. Yousif Capital Management LLC’s holdings in Duke Energy were worth $12,433,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Dorato Capital Management acquired a new position in shares of Duke Energy in the 4th quarter valued at $26,000. KERR FINANCIAL PLANNING Corp purchased a new position in Duke Energy during the 3rd quarter worth approximately $27,000. Lodestone Wealth Management LLC acquired a new stake in Duke Energy during the 4th quarter valued at approximately $30,000. Wiser Advisor Group LLC acquired a new stake in Duke Energy during the 3rd quarter valued at approximately $34,000. Finally, Bare Financial Services Inc increased its stake in shares of 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. 65.31% of the stock is owned by institutional investors and hedge funds.

Duke Energy Price Performance

NYSE:DUK opened at $131.59 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 quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 1.54. The stock has a market capitalization of $102.39 billion, a PE ratio of 20.82 and a beta of 0.46. The stock’s 50-day moving average price is $128.36 and its 200-day moving average price is $123.76.

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

Insider Transactions at Duke Energy

In other news, SVP Regis T. Repko sold 962 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $127.86, for a total transaction of $123,001.32. Following the sale, 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 position. The transaction 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 Duke Energy stock in a transaction dated 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 sale, the chief executive officer owned 22,007 shares in the company, valued at approximately $2,809,633.69. The trade was a 23.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.14% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Wells Fargo & Company boosted their target price on shares of Duke Energy from $115.00 to $135.00 and gave the company an “equal weight” rating in a research report on Wednesday, March 4th. Evercore reaffirmed an “in-line” rating and set a $139.00 price target on shares of Duke Energy in a research report on Thursday, March 5th. Barclays increased their price target on Duke Energy from $127.00 to $143.00 and gave the stock an “overweight” rating in a research report on Tuesday. BMO Capital Markets reaffirmed an “outperform” rating and set a $136.00 price target on shares of Duke Energy in a research report on Wednesday, February 11th. Finally, UBS Group increased their price target on Duke Energy from $136.00 to $140.00 in a research report on Monday, March 9th. Nine analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Duke Energy presently has a consensus rating of “Hold” and a consensus target price of $138.87.

Key Duke Energy News

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

• Positive Sentiment: Barclays raised its price target to $143 and kept an Overweight rating, signaling analyst confidence in upside and the utilities sector outlook; this supports upside momentum for DUK. Barclays Adjusts Price Target on Duke Energy to $143 From $127; Maintains Overweight Rating
• Positive Sentiment: Duke secured approvals and local agreements that clear the way for a multi-billion-dollar gas-fired plant in South Carolina/Anderson County — a near-term catalyst for regulated earnings growth and long-term capacity expansion. Duke Energy (DUK) Secures Approval for South Carolina Gas-Fired Power Plant
• Neutral Sentiment: Duke scheduled Q1 2026 results for May 5 — an upcoming data point that could move the stock if guidance or earnings deviate from expectations. Duke Energy to announce first-quarter 2026 financial results on May 5
• Neutral Sentiment: Long-term grid-modernization plans (up to ~$220B cited in coverage) boost the company’s growth/reliability thesis but imply large capital spending and execution/financing risk that investors should monitor. Can DUK’s Grid Modernization Drive Long-Term Growth and Reliability?
• Negative Sentiment: Customers and local stakeholders are pushing back against a proposed ~15% rate hike for Duke Carolinas, raising regulatory and political risk that could delay cost recovery or force concessions. This is dampening sentiment despite other positives. Customers push back against proposed 15% Duke Carolinas rate hike
• Negative Sentiment: Local opposition and a split county vote (resident concerns highlighted) underscore community and permitting risks for the new plant — factors that could affect timelines/costs. Anderson County Council tax deal vote clears way for Duke Energy plant

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.