Birmingham, September 14, 2025
News Summary
Birmingham Capital Management has reduced its holding in Duke Energy by 7.6%, bringing its ownership down to 1.3% of its investment portfolio. Other institutional investors are also making significant moves in Duke Energy shares, with notable acquisitions increasing overall ownership. Duke Energy has faced a recent decline in stock value, paired with mixed earnings reports. The company plans to distribute a quarterly dividend shortly, while analysts maintain a Moderate Buy rating.
Birmingham – Birmingham Capital Management Co. Inc. AL has reduced its stake in Duke Energy Corporation by 7.6% during the first quarter of 2023. The firm owned 27,353 shares after selling 2,241 shares throughout the period, decreasing its ownership in Duke Energy to approximately 1.3% of its investment portfolio. This adjustment makes Duke Energy the 27th largest holding in Birmingham Capital Management’s portfolio, valued at $3,336,000 based on the latest SEC filing.
In addition to Birmingham Capital Management’s actions, other institutional investors have also made significant moves regarding their positions in Duke Energy. For instance, Vista Cima Wealth Management LLC acquired a new position estimated at $54,000, while Strs Ohio invested around $28,030,000 in newly acquired shares. Ellsworth Advisors LLC has increased its holdings by 1.1%, now owning 49,979 shares worth $6,096,000 after buying an additional 561 shares. Similarly, Intrua Financial LLC boosted its stake by 8.1%, holding 5,474 shares valued at $668,000 following the addition of 411 shares.
Another notable change comes from Advisors Capital Management LLC, which grew its position in Duke Energy by 31.5%, now owning 494,838 shares worth $60,355,000 after purchasing 118,517 shares. Overall, institutional investors currently hold 65.31% of Duke Energy’s stock.
Recent insider transactions have also been highlighted, with EVP Thomas Preston Jr. Gillespie selling 6,700 shares on August 12 at an average price of $124.26, amounting to $832,542. Additionally, SVP Bonnie B. Titone sold 2,000 shares on August 20 at an average price of $124.38, resulting in $248,760.
Duke Energy’s stock recently experienced a minor decline, dipping $0.15 to reach $121.96, with a total of 2,136,379 shares exchanged. The company maintains a market capitalization of $94.84 billion, a price-to-earnings ratio of 19.83, and a beta of 0.39. Duke Energy’s stock has seen a 12-month low of $105.20 and a high of $127.85.
Following the latest earnings announcement on August 5, Duke Energy reported an EPS of $1.25, falling short of estimates by $0.04. The company showed $7.51 billion in revenue for the quarter, surpassing analyst expectations of $7.07 billion, with a year-over-year revenue increase of 4.7%. Looking ahead, Duke Energy expects fiscal year 2025 guidance at 6.170-6.420 EPS and forecasts an EPS of 6.33 for the current year.
Furthermore, Duke Energy plans to pay a quarterly dividend of $1.065 on September 16 for shareholders of record as of August 15, raising its annualized dividend to $4.26 with a yield of 3.5%. The dividend payout ratio stands at 69.27%. Analysts still maintain a Moderate Buy consensus rating on Duke Energy, with a target price of $130.62, but recent reports suggest the company has not featured prominently among top stock recommendations.
FAQ
What changes did Birmingham Capital Management make regarding Duke Energy?
Birmingham Capital Management reduced its stake in Duke Energy by 7.6%, selling 2,241 shares during Q1 2023.
What is the current valuation of Duke Energy shares?
Duke Energy shares are currently valued at $121.96, with a market cap of $94.84 billion.
What is the recent earnings performance of Duke Energy?
Duke Energy reported an EPS of $1.25, missing estimates, and had a revenue of $7.51 billion, exceeding analyst projections.
What dividend will Duke Energy pay and when?
Duke Energy will pay a quarterly dividend of $1.065 on September 16 for shareholders of record as of August 15.
Key Features of Duke Energy
| Feature | Details |
|---|---|
| Current Share Price | $121.96 |
| Market Capitalization | $94.84 billion |
| EPS (Last Quarter) | $1.25 |
| Dividend Yield | 3.5% |
| Institutional Ownership | 65.31% |
| Dividend Payout Ratio | 69.27% |
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Additional Resources
- MarketBeat: Birmingham Capital Management Sells Shares of Duke Energy
- Duke Energy News: Indiana Approves Modernization Plan
- PR Newswire: NiSource Leadership Changes
- Encyclopedia Britannica: Duke Energy
- Google Search: Duke Energy News
Author: STAFF HERE BIRMINGHAM WRITER
The BIRMINGHAM STAFF WRITER represents the experienced team at HEREBirmingham.com, your go-to source for actionable local news and information in Birmingham, Jefferson County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as the Sidewalk Film Festival, Sloss Music & Arts Festival, Magic City Classic, and civil rights commemorations. Our coverage extends to key organizations like the Birmingham Business Alliance and the Birmingham Civil Rights Institute, plus leading businesses in healthcare, finance, and manufacturing that power the local economy such as UAB Medicine, Regions Bank, and Encompass Health. As part of the broader HERE network, including HEREHuntsville.com, we provide comprehensive, credible insights into Alabama's dynamic landscape.
