Mather Group LLC. Lowers Holdings in Duke Energy Corporation $DUK

Mather Group LLC. lowered its stake in shares of Duke Energy Corporation (NYSE:DUK) by 30.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 9,852 shares of the utilities provider’s stock after selling 4,358 shares during the period. Mather Group LLC.’s holdings in Duke Energy were worth $1,155,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. KERR FINANCIAL PLANNING Corp acquired a new position in Duke Energy in the third quarter valued at approximately $27,000. Wiser Advisor Group LLC acquired a new stake in shares of Duke Energy during the 3rd quarter worth approximately $34,000. Bare Financial Services Inc grew its stake in shares of Duke Energy by 211.1% during the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after purchasing an additional 190 shares during the period. Olistico Wealth LLC purchased a new position in shares of Duke Energy during the 4th quarter valued at approximately $38,000. Finally, Meeder Asset Management Inc. acquired a new position in shares of Duke Energy in the 3rd quarter valued at $39,000. Institutional investors and hedge funds own 65.31% of the company’s stock.

Insider Activity

In other news, SVP Regis T. Repko sold 962 shares of the firm’s stock in a transaction that occurred 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 transaction, the senior vice president owned 3,896 shares in the company, valued at $498,142.56. This trade represents a 19.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer owned 22,007 shares of the company’s stock, valued at $2,809,633.69. The trade was a 23.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.14% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on DUK shares. The Goldman Sachs Group increased their price target on shares of Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. BMO Capital Markets reiterated an “outperform” rating and issued a $136.00 price objective on shares of Duke Energy in a research report on Wednesday, February 11th. UBS Group increased their target price on shares of Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. JPMorgan Chase & Co. cut their price target on Duke Energy from $136.00 to $126.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Finally, Scotiabank upped their price target on Duke Energy from $137.00 to $146.00 and gave the stock a “sector outperform” rating in a report on Tuesday, December 16th. 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’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $137.80.

Duke Energy News Roundup

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

• Positive Sentiment: South Carolina regulators approved Duke Energy’s plan to build a combined‑cycle natural gas plant in Anderson County — the company says construction could start in 2027 with service by ~2031, creating jobs and new rate‑base assets that support future earnings. Duke Energy secures approval for gas plant in South Carolina
• Neutral Sentiment: Duke is scouting multiple North Carolina sites (Davie/ Davidson/Yadkin River area) for additional natural‑gas units to meet demand — potential growth pipeline but subject to permitting, community feedback and capital allocation decisions. Davidson or Davie? Duke Energy eyes sites for twin natural gas plants
• Negative Sentiment: Rising Treasury yields could increase borrowing costs and pressure utility multiples, making Duke’s stock more volatile even as fundamentals stay steady — a macro headwind to watch for dividend investors. Duke Energy: Surging Treasury Yields Could Spark Volatility For This Utility
• Negative Sentiment: Local opposition is growing in several communities — homeowners on a lake are contesting dozens of pontoon platforms tied to Duke activity, and residents have also protested data‑center load growth at hearings — risks to permitting, timing and reputational capital. One lake and 200 pontoon platforms are pitting NC homeowners against Duke Energy Residents rail against data centers at Duke Energy hearing
• Neutral Sentiment: Questions over political influence in Florida and local advocacy could lead to regulatory scrutiny or shifting public relations needs; monitor state‑level developments that may affect approvals and rate cases. He beat an anti-utility campaign before. Is he helping Duke Energy Florida?

Duke Energy Price Performance

Shares of NYSE DUK opened at $130.03 on Friday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.33 and a current ratio of 0.55. The firm has a fifty day moving average of $126.35 and a 200 day moving average of $123.17. The firm has a market cap of $101.18 billion, a PE ratio of 20.57 and a beta of 0.50. Duke Energy Corporation has a one year low of $111.22 and a one year high of $134.49.

Duke Energy (NYSE:DUK) last posted its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.01. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. The business had revenue of $7.94 billion for the quarter, compared to the consensus estimate of $7.57 billion. During the same period last year, the firm posted $1.66 earnings per share. As a group, research analysts predict that Duke Energy Corporation will post 6.33 EPS for the current fiscal year.

Duke Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 13th were issued a $1.065 dividend. This represents a $4.26 annualized dividend and a yield of 3.3%. The ex-dividend date was Friday, February 13th. Duke Energy’s payout ratio is presently 67.41%.

Duke Energy Company 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.