Duke Energy CORP · Electric & Other Services Combined

DUK

Low riskNext report: Around Nov 6 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Raised its dividend (3.4% yield)
Profitable every year for 10 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.8% to their holdings in the quarter ending June 2026 (1255 bought, 929 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$124.47-0.4% that day

Company value: $97.0B; Share price times all shares
Price vs profit (P/E): 19.1x; You pay about $19 for each $1 of yearly profit
Price vs sales: 3.0x; Company value is 3.0 times a year of sales
Dividend yield: 3.4%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 90%; Debt as a share of company value

From DUK's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$9.0B+9.5% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $32.5B, up 5.8% from the 12 months before. Over 5 years, sales grew about 6.4% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of DUK. Starting points are the company's recent numbers.

Sales growth+6% a yearRecently: +5.8% a yearProfit margin16%Last 12 months: 15.8%P/E at the end19xToday: 19.1x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$43.5B

Profit in 5 years$7.0B

Price these guesses point to$169.69+36% vs $124.47 todayAbout +6.4% a year, before dividends

What today's price needs: with a 16% margin and a 19x P/E, sales could shrink about 0.4% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.7%
MissDebt under half of equityNot relying on borrowed money.1.68x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.15.7%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$1.7B
PassShare count not growingNot diluting owners. Falling means buybacks.+0.9% in 3 years

Revenue: $31.7B; +5.6% vs prior year
5-year growth: +6.4%/yr; revenue, per year
Total debt: $87.2B; 1.68x equity
Current ratio: 0.55x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Mar 31, 2026

Reported Aug 4

Revenue: $9.0B; +9.5% YoY
EPS: $1.97; vs $1.76
Op. margin: 30.3%; +1.8 pts
Free cash flow: -$2.6B
Share count: +0.3%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.1
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.8%

Institutions added 0.8% to their holdings. 1255 bought, 929 sold. 2 quarters of net buying in a row.

Shares held by institutions545.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.4%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.6x · $87.9B debt

Shares outstandingLatest reported

780M

Earnings reports

Last 12

Next reportAround Nov 6 (est.)Estimated from the same quarter last year

Results filedAug 4
Results filedMay 5
Results filedFeb 10
Results filedNov 7, 2025
Results filedAug 5, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Offering prospectusSep 28 · View filing ↗Offering Offering prospectusAug 12 · View filing ↗Offering Offering prospectusAug 10 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Stock awardIdalene Fay KesnerDirector

303 shares at $115.66 · $35K

+2% of holdings
Now owns 15,681 shares
Director Savings Plan Restricted Stock Unit Deferrals
Filed 2 days after trade

Oct 6Form 4 ↗

Stock awardJoyce A MullenDirector

1,066 shares at $113.41 · $121K

Now owns 1,066 shares
Director Savings Plan Restricted Stock Unit Deferrals
Filed 2 days after trade

Sep 28Form 4 ↗

New insiderSep 29 · Form 3 ↗Offering prospectusSep 28 · Form 424B3 ↗Leadership changeSep 25 · Form 8-K ↗Other company newsAug 13 · Form 8-K ↗8-A12BAug 13 · Form 8-A12B ↗CERTAug 13 · Form CERT ↗Offering prospectusAug 12 · Form 424B5 ↗FWPAug 11 · Form FWP ↗Offering prospectusAug 10 · Form 424B5 ↗Investor disclosureAug 5 · Form 8-K ↗Earnings resultsAug 4 · Form 8-K ↗Quarterly reportAug 4 · Form 10-Q ↗Investor disclosureJul 17 · Form 8-K ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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