DUK
Duke EnergyNYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-05-08
As of May 8, 2026, DUK has a composite score of 27.7 and is labeled as "mild favorable." This score is influenced by a medium confidence level of 76.4 and reflects strengths in quality (73.2) and valuation (72.3), which is considered inexpensive. However, the score is provisional and subject to change based on various factors, including macroeconomic conditions and sector trends.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.00
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.24 → $1.25 (+1.0% / 30d). 3 raised, 6 cut, 14 covering analysts.
0 upgrades, 0 downgrades / 30d, 3 maintained. 43% of analysts rate Buy.
4 PT revisions / 30d. Avg target 9.4% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.5% to 7% EPS growth through 2030growthbehind0% progress
2/10: “CEO: 'We are well-positioned to deliver 5% to 7% EPS growth through 2030.'”
Why this status
Stated in 3 of last 3 quarters. 2025 adjusted EPS was $6.31, above the guidance midpoint of $6.30. The company has consistently reiterated its commitment to 5% to 7% EPS growth through 2030, showing a trajectory of delivering on this target.
- 2.$103 billion five-year capital plancapital allocationmixed35% progress
2/10: “CEO: '$103 billion five-year capital plan drives 9.6% earnings base growth through 2030.'”
Why this status
Newly stated in 2025-Q4. The $103 billion capital plan is intended to drive 9.6% earnings base growth through 2030. This is a significant strategic initiative, but as it is newly stated, there is limited progress to assess at this time.
- 3.Maintain affordable energy ratescostbehind4% progress
2/10: “CEO: 'We continue to find new ways to deliver affordable energy for our customers.'”
Why this status
Newly stated in 2025-Q4. The company emphasizes maintaining affordable energy rates, but there is no specific financial data provided to assess progress. This remains a stated focus without substantive delivery evidence this quarter.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 16%; 252d 15%.
Drawdown — Max 1y −11%. Bad day move −1%.
Beta to sector ETF (XLU) — 0.05 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 75/100, drawdown 78/100, beta 5/100, earnings vol —.
via XLU
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
5% to 7% EPS growth through 2030
GrowthDuke Energy aims for a long-term adjusted EPS growth rate of 5% to 7% through 2030.
BehindStated in 3 of last 3 quarters. 2025 adjusted EPS was $6.31, above the guidance midpoint of $6.30. The company has consistently reiterated its commitment to 5% to 7% EPS growth through 2030, showing a trajectory of delivering on this target.
2025 adjusted EPS of $6.31, above guidance midpoint0%CEO/CFO:“CEO: 'We are well-positioned to deliver 5% to 7% EPS growth through 2030.'”Press releaseSource dated 2026-02-10Stated 3 of last 8 quartersFirst seen 2026-02-10Show history (3)
- 2025-Q4Press release
“CEO: 'We are well-positioned to deliver 5% to 7% EPS growth through 2030.'”
- 2025-Q3Earnings call
“CEO: 'Reaffirming long-term adjusted EPS growth rate of 5% to 7% through 2029.'”
- 2025-Q2Earnings call
“CEO: 'Extending long-term EPS growth rate of 5% to 7% through 2029.'”
- #2
$103 billion five-year capital plan
Capital allocationDuke Energy is executing a $103 billion five-year capital plan to drive earnings base growth.
MixedNewly stated in 2025-Q4. The $103 billion capital plan is intended to drive 9.6% earnings base growth through 2030. This is a significant strategic initiative, but as it is newly stated, there is limited progress to assess at this time.
35%CEO/CFO:“CEO: '$103 billion five-year capital plan drives 9.6% earnings base growth through 2030.'”Press releaseSource dated 2026-02-10Stated 1 of last 8 quartersFirst seen 2026-02-10Show history (1)
- 2025-Q4Press release
“CEO: '$103 billion five-year capital plan drives 9.6% earnings base growth through 2030.'”
- #3
Maintain affordable energy rates
CostDuke Energy focuses on delivering affordable energy, keeping rates below the national average.
BehindNewly stated in 2025-Q4. The company emphasizes maintaining affordable energy rates, but there is no specific financial data provided to assess progress. This remains a stated focus without substantive delivery evidence this quarter.
4%CEO/CFO:“CEO: 'We continue to find new ways to deliver affordable energy for our customers.'”Press releaseSource dated 2026-02-10Stated 1 of last 8 quartersFirst seen 2026-02-10Show history (1)
- 2025-Q4Press release
“CEO: 'We continue to find new ways to deliver affordable energy for our customers.'”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
DUK Duke Energy | +28 | inexpensive | moderate |
NEE NextEra Energy | +19 | full | moderate |
CEG Constellation Energy | +16 | full | elevated |
SO Southern Company | +19 | fair | moderate |
AEP American Electric Power | +18 | full | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If utilities sector trend rises from -0.04 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2025-11-20)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2025-11-20)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If utilities sector trend falls from -0.04 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-054d agoItem 2.02
. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities and Exchange Act of 1934, the registrant has duly caused this Report to be signed on its behalf by the undersigned hereunto duly authorized. DUKE ENERGY CORPORATION /s/ ABIGAIL L. MOTSINGER Abigail L. Motsinger Senior Vice President, Chief Accounting Officer and Controller Dated: May 5, 2026
earnings preannouncementneutralscore 60
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.