EP Wealth Advisors LLC Makes New Investment in Dominion Energy Inc. $D

EP Wealth Advisors LLC bought a new position in shares of Dominion Energy Inc. (NYSE:D) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,837 shares of the utilities provider’s stock, valued at approximately $877,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Pinnacle West Asset Management Inc. purchased a new stake in shares of Dominion Energy during the second quarter worth about $280,000. Ieq Capital LLC purchased a new position in Dominion Energy in the second quarter valued at about $5,615,000. Burnham & Co LLC acquired a new stake in Dominion Energy during the 2nd quarter valued at approximately $34,000. Callan Family Office LLC purchased a new stake in Dominion Energy during the 2nd quarter worth approximately $1,071,000. Finally, Blue Capital Inc. purchased a new stake in Dominion Energy during the 2nd quarter worth approximately $2,668,000. 73.04% of the stock is currently owned by hedge funds and other institutional investors.

Dominion Energy Price Performance

Shares of NYSE D opened at $66.64 on Monday. The business’s fifty day moving average price is $69.22 and its two-hundred day moving average price is $65.65. The firm has a market capitalization of $58.61 billion, a PE ratio of 23.22 and a beta of 0.65. The company has a debt-to-equity ratio of 1.43, a current ratio of 0.81 and a quick ratio of 0.64. Dominion Energy Inc. has a 1-year low of $55.85 and a 1-year high of $72.99.

Dominion Energy (NYSE:D) last issued its quarterly earnings data on Friday, July 31st. The utilities provider reported $0.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.11. Dominion Energy had a return on equity of 9.62% and a net margin of 13.98%.The business had revenue of $4.48 billion during the quarter, compared to the consensus estimate of $4.04 billion. During the same period in the previous year, the firm posted $0.75 earnings per share. The business’s revenue was up 17.6% on a year-over-year basis. Dominion Energy has set its FY 2026 guidance at 3.450-3.690 EPS. On average, research analysts expect that Dominion Energy Inc. will post 3.57 EPS for the current year.

Dominion Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Sunday, September 20th. Stockholders of record on Friday, September 4th will be paid a $0.6675 dividend. This represents a $2.67 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date of this dividend is Friday, September 4th. Dominion Energy’s dividend payout ratio is currently 93.03%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on D. Seaport Research Partners cut Dominion Energy from a “buy” rating to a “hold” rating in a research note on Wednesday, May 20th. Wall Street Zen lowered shares of Dominion Energy from a “hold” rating to a “sell” rating in a report on Saturday, May 16th. BMO Capital Markets upped their target price on shares of Dominion Energy from $64.00 to $70.00 and gave the company a “market perform” rating in a research note on Wednesday, July 22nd. Royal Bank Of Canada lifted their price target on Dominion Energy from $66.00 to $72.00 and gave the stock a “sector perform” rating in a research note on Tuesday, May 19th. Finally, Mizuho increased their target price on Dominion Energy from $66.00 to $72.00 and gave the stock a “neutral” rating in a report on Tuesday, May 26th. Five analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Dominion Energy currently has a consensus rating of “Hold” and a consensus target price of $69.93.

Dominion Energy News Roundup

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

• Positive Sentiment: TD Cowen upgraded Dominion Energy, citing what it views as favorable odds for the NextEra transaction and additional upside potential. TD Cowen Just Upgraded Dominion Energy. Here’s Why.
• Positive Sentiment: Dominion said it expects to receive a refund related to tariffs imposed during the Trump administration. The reimbursement could provide a modest cash-flow benefit. Dominion says they’re getting a Trump Tariff refund
• Neutral Sentiment: Morgan Stanley lowered its Dominion price target from $71 to $68 and assigned an “equal weight” rating. The revised target still implies limited upside, but the reduction signals more cautious expectations. Morgan Stanley lowers Dominion Energy price target
• Neutral Sentiment: Analysts collectively maintain a “Hold” consensus rating, suggesting Wall Street sees a relatively balanced risk-reward profile. Dominion Energy receives consensus Hold rating
• Negative Sentiment: The proposed NextEra merger continues to face political and regulatory scrutiny. Virginia, Maine and Massachusetts officials have raised concerns about competition and potential increases in energy costs, while South Carolina regulators are examining the transaction timeline. These objections could delay approval, increase required concessions or reduce the deal’s expected benefits. Maine governor raises concerns about NextEra-Dominion merger
• Negative Sentiment: Local homeowners are opposing a Dominion power-line project, citing potentially significant costs and property impacts. The dispute adds reputational and permitting risk, although its direct financial effect remains unclear. Ashburn homeowners oppose Dominion power line

About Dominion Energy

Dominion Energy, Inc, headquartered in Richmond, Virginia, is a diversified energy company that primarily operates regulated electricity and natural gas utilities and develops energy infrastructure. The company’s core activities include the generation, transmission and distribution of electricity to residential, commercial and industrial customers, as well as the purchase, storage and delivery of natural gas. Dominion combines traditional utility operations with energy infrastructure businesses to provide essential services across its service territories.

Dominion’s electricity portfolio spans multiple technologies and fuel sources, including nuclear, natural gas-fired generation and renewable resources such as utility-scale solar and wind.