PKO Investment Management Joint Stock Co Purchases Shares of 20,000 Xcel Energy Inc. $XEL

Key Points

• PKO Investment Management acquired a new position of 20,000 Xcel Energy shares in Q4, valued at approximately $1.48 million.
• Q1 results and guidance: ongoing EPS of $0.91 matched estimates but revenue of $4.02B missed expectations (~$4.21B), and FY‑2026 EPS guidance of $4.04–4.16 came in slightly below the ~4.11 consensus, pressuring near‑term sentiment.
• Dividend and analyst stance: Xcel raised its quarterly dividend to $0.5925 (annualized $2.37, ~2.9% yield), and analysts hold an overall "Buy" consensus with a mean price target of $90.88.

PKO Investment Management Joint Stock Co acquired a new position in shares of Xcel Energy Inc. (NASDAQ:XEL - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 20,000 shares of the company's stock, valued at approximately $1,477,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. ORG Partners LLC boosted its holdings in shares of Xcel Energy by 168.4% during the 3rd quarter. ORG Partners LLC now owns 314 shares of the company's stock worth $25,000 after buying an additional 197 shares during the period. Vermillion & White Wealth Management Group LLC acquired a new position in shares of Xcel Energy in the third quarter valued at approximately $27,000. Abound Wealth Management grew its position in shares of Xcel Energy by 394.5% in the fourth quarter. Abound Wealth Management now owns 361 shares of the company's stock valued at $27,000 after purchasing an additional 288 shares during the last quarter. First Command Advisory Services Inc. bought a new position in shares of Xcel Energy during the third quarter worth approximately $32,000. Finally, Beacon Financial Strategies CORP bought a new position in shares of Xcel Energy during the fourth quarter worth approximately $33,000. Institutional investors own 78.38% of the company's stock.

Key Xcel Energy News

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

• Positive Sentiment: Underlying earnings improved year-over-year — ongoing EPS was $0.91 (GAAP $0.89) vs $0.84 a year ago, showing earnings momentum despite headwinds. Xcel Energy First Quarter 2026 Earnings Report
• Positive Sentiment: Operations showed resilience: stronger electricity sales and recovery of electric infrastructure investments helped offset unusually warm weather and higher financing costs — supports regulated-utility cash flows and rate-recovery mechanics. Reuters: Xcel narrowly beats profit estimates
• Neutral Sentiment: Q1 operating/ongoing EPS of $0.91 matched Street estimates — the beat/miss headline was neutral on EPS, and management hosted a call with slide deck/transcript for detail. Yahoo: Xcel Energy Q1 2026 Earnings Transcript
• Negative Sentiment: Revenue missed expectations — reported $4.02B vs. analyst estimates near $4.21B, which pressures top-line growth narratives and likely weighs on near-term sentiment. Zacks: Xcel Q1 Earnings Match, Revenues Miss
• Negative Sentiment: FY‑2026 EPS guidance was set to $4.04–4.16, slightly below the consensus (~$4.11), creating downward pressure on estimates and the stock’s near‑term valuation (investors often re-price utilities when guidance misses).
• Negative Sentiment: Analyst action: Morgan Stanley trimmed its price target modestly ($93 → $92), reflecting broader utility valuation revisions — incremental negative for sentiment/target-based selling. InsiderMonkey: Why XEL remains on Wall Street’s radar

Analysts Set New Price Targets

XEL has been the topic of a number of analyst reports. BMO Capital Markets increased their target price on shares of Xcel Energy from $90.00 to $94.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada reiterated an "outperform" rating and issued a $95.00 price target on shares of Xcel Energy in a research note on Friday, January 23rd. Argus set a $86.00 price objective on Xcel Energy in a research note on Thursday, March 12th. Morgan Stanley set a $92.00 price objective on Xcel Energy in a report on Tuesday, April 21st. Finally, Weiss Ratings upgraded shares of Xcel Energy from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. Four equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Buy" and a consensus price target of $90.88.

Xcel Energy Stock Down 0.4%

Shares of NASDAQ:XEL opened at $82.58 on Friday. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.60 and a current ratio of 0.71. Xcel Energy Inc. has a 52-week low of $65.21 and a 52-week high of $84.23. The business's 50 day simple moving average is $80.70 and its two-hundred day simple moving average is $78.72. The firm has a market cap of $51.54 billion, a P/E ratio of 23.80, a PEG ratio of 2.15 and a beta of 0.41.

Xcel Energy (NASDAQ:XEL - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.91 EPS for the quarter, meeting the consensus estimate of $0.91. Xcel Energy had a return on equity of 10.60% and a net margin of 14.14%.The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $4.21 billion. During the same quarter in the previous year, the company posted $0.84 earnings per share. The company's quarterly revenue was up 2.9% on a year-over-year basis. Xcel Energy has set its FY 2026 guidance at 4.040-4.16 EPS. As a group, research analysts forecast that Xcel Energy Inc. will post 4.11 EPS for the current fiscal year.

Xcel Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 20th. Stockholders of record on Friday, March 13th were paid a $0.5925 dividend. This represents a $2.37 annualized dividend and a dividend yield of 2.9%. This is a boost from Xcel Energy's previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Friday, March 13th. Xcel Energy's dividend payout ratio (DPR) is currently 69.30%.

Xcel Energy Company Profile

Xcel Energy NASDAQ: XEL is a Minneapolis-based, publicly traded utility holding company that develops, owns and operates regulated electricity and natural gas delivery systems. The company's core activities include generation, transmission and distribution of electricity, the delivery of natural gas to customers, and related customer service operations. Xcel provides a mix of utility services to residential, commercial and industrial customers and participates in wholesale energy markets where appropriate.

Its generation portfolio combines nuclear, natural gas, coal and a growing share of renewable resources such as wind and solar.

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