International Assets Investment Management LLC Buys 28,133 Shares of Duke Energy Corporation $DUK

Key Points

• International Assets Investment Management increased its Duke Energy stake by 409.7% in the third quarter, purchasing 28,133 additional shares for a total position worth approximately $3.99 million. Institutional investors collectively own 65.31% of the company.
• Duke Energy reported quarterly earnings of $1.43 per share, exceeding analyst expectations of $1.30, while revenue rose 1.1% year over year to $7.59 billion. Analysts expect full-year earnings of $6.72 per share.
• The company declared a quarterly dividend of $1.085 per share, equivalent to an annualized $4.34 payout and a 3.4% yield. Analysts hold a “Moderate Buy” consensus rating with an average price target of $132.19.

International Assets Investment Management LLC boosted its stake in shares of Duke Energy Corporation (NYSE:DUK - Free Report) by 409.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,000 shares of the utilities provider's stock after purchasing an additional 28,133 shares during the quarter. International Assets Investment Management LLC's holdings in Duke Energy were worth $3,990,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp acquired a new stake in shares of Duke Energy in the second quarter worth $605,680,000. Janus Henderson Group PLC grew its stake in Duke Energy by 5,254.4% in the 1st quarter. Janus Henderson Group PLC now owns 2,735,816 shares of the utilities provider's stock valued at $358,227,000 after buying an additional 2,684,721 shares during the last quarter. Swiss National Bank grew its stake in Duke Energy by 7.1% in the 1st quarter. Swiss National Bank now owns 2,282,341 shares of the utilities provider's stock valued at $298,850,000 after buying an additional 151,400 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in Duke Energy by 2.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,092,284 shares of the utilities provider's stock valued at $273,979,000 after buying an additional 58,967 shares during the last quarter. Finally, National Pension Service raised its holdings in Duke Energy by 1.8% in the 2nd quarter. National Pension Service now owns 2,124,004 shares of the utilities provider's stock worth $268,856,000 after acquiring an additional 36,835 shares during the period. Institutional investors own 65.31% of the company's stock.

Duke Energy Price Performance

Shares of DUK opened at $127.39 on Monday. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.43 and a current ratio of 0.66. The company has a 50-day simple moving average of $119.11 and a 200-day simple moving average of $124.26. Duke Energy Corporation has a 52 week low of $112.40 and a 52 week high of $134.49. The firm has a market capitalization of $99.33 billion, a P/E ratio of 19.13, a P/E/G ratio of 2.97 and a beta of 0.33.

Duke Energy (NYSE:DUK - Get Free Report) last released its earnings results on Monday, August 3rd. The utilities provider reported $1.43 earnings per share for the quarter, topping analysts' consensus estimates of $1.30 by $0.13. Duke Energy had a return on equity of 9.78% and a net margin of 15.78%. The business had revenue of $7.59 billion for the quarter, compared to the consensus estimate of $7.66 billion. During the same period last year, the business earned $1.25 earnings per share. The firm's revenue for the quarter was up 1.1% compared to the same quarter last year. On average, equities research analysts expect that Duke Energy Corporation will post 6.72 earnings per share for the current year.

Duke Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 16th. Stockholders of record on Friday, November 13th will be given a dividend of $1.0850 per share. The ex-dividend date is Friday, November 13th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 3.4%. Duke Energy's payout ratio is currently 65.17%.

Key Stories Impacting Duke Energy

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

• Positive Sentiment: Duke Energy was highlighted among five high-yield companies that raised their dividend payouts in 2026. Continued dividend growth reinforces the stock’s appeal to income-focused investors and signals confidence in future cash flow. 5 High-Yield Dividend Stocks That Raised Their Payouts in 2026
• Positive Sentiment: The company plans to seek a large-load tariff in South Carolina, potentially allowing it to better recover infrastructure costs from major electricity users such as data centers and industrial customers. The move could improve revenue visibility and support investment in grid capacity. Duke Energy to Seek Large Load Tariff for South Carolina
• Positive Sentiment: Duke Energy completed a 74.9-megawatt solar project in Florida, adding regulated renewable capacity and supporting its clean-energy transition. The project may contribute to long-term rate-base growth, although near-term earnings impact is likely limited. Duke Energy Completes Solar Project in Florida
• Positive Sentiment: Analysts expect earnings growth and see conditions that could support a beat in Duke Energy’s upcoming report, providing a near-term catalyst for the shares. Duke Energy Earnings Expected to Grow
• Positive Sentiment: Compared with Constellation Energy, Duke Energy offers a higher dividend yield, lower valuation and lower volatility, characteristics that may attract investors seeking defensive exposure rather than maximum growth. CEG vs. DUK
• Neutral Sentiment: Local reports described outages after vehicle accidents damaged utility equipment. These incidents are operationally routine and appear unlikely to materially affect Duke Energy’s investment outlook, though restoration costs and customer dissatisfaction remain risks. Duke Energy Reports Outages
• Neutral Sentiment: A contractor was hospitalized after an incident at Oxford Dam, creating a potential safety and liability issue but no reported material financial impact. Duke Energy Contractor Hospitalized
• Negative Sentiment: A report questioned Duke Energy’s North Carolina electricity-demand forecast. If projected demand growth is overstated, expected rate-base expansion and infrastructure returns could be less compelling. A disputed customer bill also adds limited reputational risk. Report Questions Duke Energy Demand Forecast

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. HSBC started coverage on shares of Duke Energy in a research report on Thursday, October 22nd. They set a "hold" rating and a $123.00 target price for the company. Morgan Stanley raised their price target on Duke Energy from $127.00 to $128.00 and gave the company an "equal weight" rating in a research report on Wednesday, October 21st. Mizuho set a $136.00 price objective on Duke Energy in a research note on Wednesday, August 5th. JPMorgan Chase & Co. cut their price objective on Duke Energy from $137.00 to $130.00 and set a "neutral" rating for the company in a research report on Tuesday, October 13th. Finally, Truist Financial decreased their target price on Duke Energy from $135.00 to $130.00 and set a "buy" rating for the company in a research note on Monday, October 12th. Nine equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $132.19.

About Duke Energy

Duke Energy Corporation is an energy holding company that provides regulated electric and natural gas utility services in the United States. Its electric utilities generate, transmit, distribute and sell electricity to residential, commercial, industrial and other customers. The company's generation portfolio includes nuclear, natural gas, coal, hydroelectric and renewable energy resources.

Duke Energy serves customers primarily in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky.

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