Duke Energy (DUK)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$120.22-0.97%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
QuarterlyIQ Insights · DUK
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 0.4% |
| Our one-year growth estimate | diamond | 5.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 5.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 31 industry peers · Company calendar date is not available
DUK — debt issuance
Dated 2026-08-13
Other Events. On August 13, 2026, Duke Energy Corporation (the “Company”) consummated the issuance and sale of the securities described below pursuant to an underwriting agreement, dated August 10, 2026 (the “Underwriting Agreement”), with Barclays Capital Inc., BofA Securities, Inc. and Mizuho Securities USA LLC, as representatives of the several underwriters named therein (the “Underwriters”), pursuant to which the Company agreed to issue and sell to the Underwriters 40 ,000,000 equity unit…
Why it matters: The hearing result will decide the rate increases and changes in rules.
Watch forThe NCUC rules in favor of Duke Energy's proposed rate increases.
Also watch forThe NCUC rules against Duke Energy's rate increases.
Why it matters: Higher O&M expenses may show cost pressures. This can affect earnings.
Worry ifO&M expenses exceed $1.5 billion in Q2.
Less concerning ifO&M expenses remain below $1.5 billion in Q2.
Why it matters: Completing this plan is crucial for growth and infrastructure improvements. It supports future earnings.
Supportive ifManagement says they made good progress on the capital investment plan.
Worry ifManagement says there are delays or cuts to the capital investment plan.
Why it matters: Reaffirming guidance shows confidence in growth and stability. It signals strong performance.
Supportive ifManagement confirms 2026 adjusted EPS will be between $6.55 and $6.80.
Worry ifManagement lowers or takes back the adjusted EPS for 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$81 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $169 loss on $10,000 · 1.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,088 loss on $10,000 · 10.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Aligning EPS growth with the 5% to 7% target is crucial for investor confidence.
Watch forQuarterly EPS growth meets or exceeds 5% year-over-year.
Also watch forQuarterly EPS growth is less than 5% compared to last year.
Why it matters: Changes in the effective tax rate can impact net income and earnings. It reflects financial health.
Watch forThe effective tax rate decreases compared to the previous quarter.
Also watch forThe effective tax rate increases compared to the previous quarter.
Why it matters: The outcome of the rate case will affect Duke Energy's revenue and growth plans. A good decision could help the company's investment strategy.
Supportive ifApproval of the proposed revenue increase of about $622 million over two years.
Worry ifDenial of the revenue increase request or a much lower approved amount.