9,996 Shares in Duke Energy Corporation $DUK Acquired by Bluebird Wealth Management LLC

Bluebird Wealth Management LLC purchased a new position in Duke Energy Corporation (NYSE:DUK) during the 4th quarter, Holdings Channel.com reports. The firm purchased 9,996 shares of the utilities provider’s stock, valued at approximately $1,172,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Dorato Capital Management purchased a new stake in shares of Duke Energy in the 4th quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Duke Energy in the 3rd quarter worth approximately $27,000. Lodestone Wealth Management LLC purchased a new stake in shares of Duke Energy in the 4th quarter worth approximately $30,000. Wiser Advisor Group LLC purchased a new stake in shares of Duke Energy in the 3rd quarter worth approximately $34,000. Finally, Cornerstone Planning Group LLC grew its stake in shares of Duke Energy by 13,750.0% in the 4th quarter. Cornerstone Planning Group LLC now owns 277 shares of the utilities provider’s stock worth $33,000 after buying an additional 275 shares during the last quarter. Hedge funds and other institutional investors own 65.31% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DUK. UBS Group upped their price target on Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. Wall Street Zen upgraded Duke Energy from a “sell” rating to a “hold” rating in a research note on Saturday, March 28th. Barclays increased their target price on Duke Energy from $127.00 to $143.00 and gave the company an “overweight” rating in a research note on Tuesday, April 7th. JPMorgan Chase & Co. increased their target price on Duke Energy from $138.00 to $139.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Finally, Truist Financial initiated coverage on Duke Energy in a research note on Monday, April 20th. They set a “buy” rating and a $142.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Duke Energy has an average rating of “Moderate Buy” and an average price target of $140.73.

Insiders Place Their Bets

In other news, CEO Louis E. Renjel sold 6,800 shares of the firm’s stock in a transaction 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 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 position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Regis T. Repko sold 962 shares of the firm’s stock in a transaction 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 transaction, the senior vice president owned 3,896 shares in the company, valued at approximately $498,142.56. This trade represents a 19.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Duke Energy Stock Performance

DUK stock opened at $125.57 on Thursday. The company has a market cap of $97.71 billion, a P/E ratio of 19.23 and a beta of 0.41. Duke Energy Corporation has a 1 year low of $111.22 and a 1 year high of $134.49. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.66 and a quick ratio of 0.33. The stock’s fifty day moving average price is $129.80 and its 200-day moving average price is $124.24.

Duke Energy (NYSE:DUK) last released its quarterly earnings results on Tuesday, May 5th. The utilities provider reported $1.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.06. The firm had revenue of $9.18 billion for the quarter, compared to the consensus estimate of $8.44 billion. Duke Energy had a return on equity of 9.73% and a net margin of 15.49%.The company’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same period last year, the business posted $1.76 EPS. Duke Energy has set its FY 2026 guidance at 6.550-6.80 EPS. On average, equities analysts forecast that Duke Energy Corporation will post 6.7 earnings per share for the current year.

Key Duke Energy News

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

• Positive Sentiment: Q1 beat and revenue growth — Duke reported $1.93 EPS and revenue of $9.18B, topping estimates and showing double?digit revenue growth, supporting near?term earnings credibility. Article Title
• Positive Sentiment: Analyst upgrade — Mizuho raised its price target to $139 and moved to an “outperform” rating, signaling analyst confidence and adding upside narrative. Article Title
• Positive Sentiment: Data?center load growth — Duke signed ~2.7 GW of new data?center contracts (Q1), expanding load and future rate?based investment opportunities. This is a key growth driver for utility load and capital deployment. Article Title
• Positive Sentiment: Regulatory approval for utility consolidation — North Carolina approval to merge two Duke utilities and expected customer savings (~$2.3B through 2040) supports operational efficiency and rate?base scale. Article Title
• Positive Sentiment: Guidance reaffirmed — Management kept FY2026 EPS guidance at $6.55–$6.80 and reiterated multi?year growth targets and ESA capacity expansion (7.6 GW), which supports longer?term expectations. Article Title
• Neutral Sentiment: Customer refund in Florida approved — Regulators approved a $90.5M refund to Florida customers for storm cost over?collections; modest near?term cash outflow but removes a regulatory overhang. Article Title
• Neutral Sentiment: Community/PR activity — Duke donated to youth education (Historic Camp Wildwood), a modest PR positive but immaterial to fundamentals. Article Title
• Negative Sentiment: Political and public pushback on rate hikes — Strong public and political resistance in Florida and the Carolinas raises regulatory risk around future rate relief and recovery of investments. Article Title
• Negative Sentiment: Rising costs and interest headwinds — Management flagged higher costs and interest expenses that weigh on margins and cash flow, tempering some optimism from the beat. Article Title
• Negative Sentiment: Activist protests and reputational risk — Climate activists publicly protested and tied political figures to Duke, increasing reputational scrutiny that could amplify regulatory/policy pressure over time. Article Title

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.