Index S&P 500
P/E 27.72
EPS (ttm) 3.69
Insider Own 0.16%
Shs Outstand 771.00M
Perf Week 4.07%
Market Cap 78.89B
Forward P/E 16.16
EPS next Y 6.33
Insider Trans -0.44%
Shs Float 770.26M
Perf Month 6.18%
Income 2.84B
PEG 4.04
EPS next Q 1.04
Inst Own 66.04%
Short Float 1.10%
Perf Quarter 7.57%
Sales 29.06B
P/S 2.71
EPS this Y 7.30%
Inst Trans 0.18%
Short Ratio 2.80
Perf Half Y 13.27%
Book/sh 61.15
P/B 1.67
EPS next Y 6.07%
ROA 2.33%
Short Interest 8.50M
Perf Year 2.92%
Cash/sh 0.43
P/C 239.79
EPS next 5Y 6.86%
ROE 8.67%
52W Range 83.06 - 100.74
Perf YTD 5.38%
Dividend Est. 4.19 (4.09%)
P/FCF -
EPS past 5Y 7.61%
ROI 2.32%
52W High 1.51%
Beta 0.44
Dividend TTM 4.08 (3.99%)
Quick Ratio 0.49
Sales past 5Y 3.69%
Gross Margin 29.26%
52W Low 23.12%
ATR (14) 1.61
Dividend Ex-Date Feb 15, 2024
Current Ratio 0.74
EPS Y/Y TTM 10.82%
Oper. Margin 24.44%
RSI (14) 70.19
Volatility 1.77% 1.66%
Employees 27037
Debt/Eq 1.64
Sales Y/Y TTM -0.26%
Profit Margin 9.78%
Recom 2.10
Target Price 103.90
Option/Short Yes / Yes
LT Debt/Eq 1.49
EPS Q/Q 43.47%
Payout 74.71%
Rel Volume 1.35
Prev Close 100.42
Sales Surprise 4.99%
EPS Surprise 4.47%
Sales Q/Q 5.43%
Earnings May 07 BMO
Avg Volume 3.04M
Price 102.26
SMA20 5.02%
SMA50 6.96%
SMA200 9.79%
Trades
Volume 4,109,044
Change 1.83%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-12-24 Downgrade
BofA Securities
Buy → Neutral
$105 → $96
Jan-23-24 Upgrade
Evercore ISI
In-line → Outperform
$90 → $108
Jan-10-24 Upgrade
RBC Capital Mkts
Sector Perform → Outperform
$101 → $113
Nov-30-23 Upgrade
Wells Fargo
Equal Weight → Overweight
$94 → $103
Aug-23-23 Initiated
Barclays
Overweight
$96
Jun-08-23 Initiated
Goldman
Neutral
$99
Mar-17-23 Upgrade
Seaport Research Partners
Sell → Neutral
Nov-21-22 Downgrade
Seaport Research Partners
Neutral → Sell
$91
Aug-05-22 Downgrade
Credit Suisse
Outperform → Neutral
$112 → $114
Jun-30-22 Downgrade
UBS
Buy → Neutral
$122 → $112
Apr-26-22 Initiated
Credit Suisse
Outperform
$125
Mar-22-22 Initiated
Citigroup
Buy
$120
Feb-14-22 Upgrade
BofA Securities
Neutral → Buy
$108 → $110
Jan-07-22 Downgrade
BMO Capital Markets
Outperform → Market Perform
$68
Aug-20-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$109
Aug-06-21 Downgrade
Vertical Research
Buy → Hold
Jul-14-21 Resumed
Credit Suisse
Neutral
$105
Jun-25-21 Upgrade
Argus
Hold → Buy
$106
Feb-12-21 Downgrade
BofA Securities
Buy → Neutral
$94
Jan-29-21 Upgrade
KeyBanc Capital Markets
Sector Weight → Overweight
$106
Show Previous Ratings
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(The Wall Street Journal)
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(The Wall Street Journal)
Mar-12-24 09:30AM
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Duke Energy Corp. engages in the distribution of natural gas and energy related services. It operates through the following segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Other. The Electric Utilities and Infrastructure segment conducts operations in regulated electric utilities in the Carolinas, Florida and the Midwest. The Gas Utilities and Infrastructure segment focuses on Piedmont, natural gas local distribution companies in Ohio and Kentucky, and natural gas storage and midstream pipeline investments. The Other segment includes interest expense on holding company debt, unallocated corporate costs, and Bison which is a wholly owned captive insurance company. The company was founded on April 30, 1904 and is headquartered in Charlotte, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Renjel Louis E. EVP, External Affairs & Comm Feb 12 '24 Sale 92.57 3,000 277,707 14,213 Feb 13 04:25 PM Ghartey-Tagoe Kodwo EVP, CLO & Corp Sec Nov 21 '23 Sale 89.76 2,500 224,400 22,210 Nov 22 03:34 PM MCKEE E MARIE Director Aug 17 '23 Sale 91.06 1,785 162,542 0 Aug 18 04:38 PM Ghartey-Tagoe Kodwo EVP, CLO & Corp Sec Aug 16 '23 Sale 91.43 2,500 228,575 24,710 Aug 18 04:41 PM
Index S&P 500
P/E 12.57
EPS (ttm) 4.79
Insider Own 0.15%
Shs Outstand 3.60B
Perf Week 1.58%
Market Cap 210.09B
Forward P/E 10.96
EPS next Y 5.50
Insider Trans 0.07%
Shs Float 3.48B
Perf Month 4.27%
Income 17.58B
PEG 1.88
EPS next Q 1.27
Inst Own 79.20%
Short Float 0.93%
Perf Quarter 24.79%
Sales 120.67B
P/S 1.74
EPS this Y 3.81%
Inst Trans 1.40%
Short Ratio 1.70
Perf Half Y 44.79%
Book/sh 105.68
P/B 0.57
EPS next Y 9.61%
ROA 0.98%
Short Interest 32.50M
Perf Year 58.83%
Cash/sh -
P/C -
EPS next 5Y 6.67%
ROE 6.59%
52W Range 37.18 - 61.76
Perf YTD 22.43%
Dividend Est. 1.48 (2.45%)
P/FCF 6.00
EPS past 5Y 2.48%
ROI 3.12%
52W High -2.43%
Beta 1.18
Dividend TTM 1.05 (1.74%)
Quick Ratio -
Sales past 5Y 6.37%
Gross Margin -
52W Low 62.08%
ATR (14) 1.06
Dividend Ex-Date May 09, 2024
Current Ratio 1.05
EPS Y/Y TTM 37.04%
Oper. Margin 19.15%
RSI (14) 63.81
Volatility 1.47% 1.96%
Employees 226000
Debt/Eq 0.77
Sales Y/Y TTM 14.41%
Profit Margin 14.57%
Recom 2.23
Target Price 63.53
Option/Short Yes / Yes
LT Debt/Eq 0.45
EPS Q/Q -2.93%
Payout 26.90%
Rel Volume 0.85
Prev Close 60.19
Sales Surprise 3.23%
EPS Surprise 12.57%
Sales Q/Q 12.52%
Earnings Apr 12 BMO
Avg Volume 19.09M
Price 60.26
SMA20 2.27%
SMA50 4.48%
SMA200 25.80%
Trades
Volume 16,240,137
Change 0.12%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-09-24 Downgrade
Compass Point
Buy → Neutral
$64
Mar-27-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$56 → $62
Jan-18-24 Downgrade
Odeon
Buy → Hold
Jan-09-24 Downgrade
Deutsche Bank
Buy → Hold
$51
Jan-08-24 Downgrade
Robert W. Baird
Outperform → Neutral
$55
Dec-14-23 Upgrade
Odeon
Hold → Buy
Sep-07-23 Initiated
HSBC Securities
Hold
$45
Jul-17-23 Downgrade
Odeon
Buy → Hold
$43.75
Jul-07-23 Downgrade
Wolfe Research
Outperform → Peer Perform
Jul-03-23 Reiterated
Raymond James
Strong Buy
$48 → $51
Jun-08-23 Downgrade
Odeon
Buy → Hold
$44.60
Apr-06-23 Upgrade
Raymond James
Outperform → Strong Buy
$52 → $47
Mar-13-23 Downgrade
Odeon
Buy → Hold
Jan-17-23 Downgrade
Piper Sandler
Overweight → Neutral
$49 → $47
Jan-17-23 Downgrade
Jefferies
Buy → Hold
$49 → $46
Jan-10-23 Upgrade
Odeon
Hold → Buy
$51.79
Oct-03-22 Upgrade
Goldman
Neutral → Buy
$46 → $48
Apr-11-22 Upgrade
Citigroup
Neutral → Buy
Feb-01-22 Upgrade
Atlantic Equities
Neutral → Overweight
$60
Jan-12-22 Upgrade
Piper Sandler
Neutral → Overweight
$50 → $64
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Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage products and services, and consumer and commercial finance. It operates through the following segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. The Consumer Banking and Lending segment offers consumer and small business banking, home lending, credit cards, auto, and personal lending. The Commercial Banking segment offers banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. The Corporate and Investment Banking segment offers corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity and fixed income solutions, as well as sales, trading, and research capabilities. The Wealth & Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services to affluent, high-net worth and ultra-high-net worth clients. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kerrins Tracy M SR. EXECUTIVE VICE PRESIDENT Mar 15 '24 Option Exercise 0.00 5,956 0 19,851 Mar 19 04:50 PM DALEY WILLIAM M Vice Chairman - Public Affairs Mar 05 '24 Option Exercise 0.00 63,051 0 83,501 Mar 07 08:13 PM Powell Scott SEVP & Chief Operating Officer Mar 05 '24 Option Exercise 0.00 130,852 0 308,610 Mar 07 08:13 PM Van Beurden Saul Sr. Executive Vice President Mar 05 '24 Option Exercise 0.00 70,494 0 197,492 Mar 07 08:12 PM Weiss Jonathan G. Sr. Executive Vice President Mar 05 '24 Option Exercise 0.00 125,087 0 437,807 Mar 07 08:12 PM Williams Ather III Sr. Executive Vice President Mar 05 '24 Option Exercise 0.00 93,990 0 271,323 Mar 07 08:21 PM SCHARF CHARLES W CEO & President Mar 05 '24 Option Exercise 0.00 316,864 0 974,894 Mar 07 08:19 PM Flowers Derek A. Sr. EVP and Chief Risk Officer Mar 05 '24 Option Exercise 0.00 44,058 0 70,850 Mar 07 08:19 PM Sommers Barry Sr. Executive Vice President Mar 05 '24 Option Exercise 0.00 64,618 0 115,562 Mar 07 08:17 PM Patterson Ellen R Sr. EVP and General Counsel Mar 05 '24 Option Exercise 0.00 88,116 0 182,539 Mar 07 08:15 PM Santomassimo Michael P. Sr. EVP & CFO Mar 05 '24 Option Exercise 0.00 176,231 0 397,356 Mar 07 08:15 PM Chancy Mark A Director Mar 01 '24 Option Exercise 55.06 3,253 179,110 25,705 Mar 05 08:34 PM Carr Muneera S EVP, CAO & Controller Feb 05 '24 Option Exercise 0.00 44,152 0 64,754 Feb 07 06:42 PM DALEY WILLIAM M Vice Chairman - Public Affairs Feb 05 '24 Option Exercise 0.00 39,770 0 26,859 Feb 07 06:45 PM Hranicky Kyle G Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 43,426 0 43,308 Feb 07 07:00 PM Flowers Derek A. Sr. EVP and Chief Risk Officer Feb 05 '24 Option Exercise 0.00 47,918 0 33,403 Feb 07 06:54 PM Fercho Kristy Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 22,022 0 52,302 Feb 07 06:50 PM Powell Scott SEVP & Chief Operating Officer Feb 05 '24 Option Exercise 0.00 74,270 0 189,158 Feb 07 07:16 PM Santomassimo Michael P. Sr. EVP & CFO Feb 05 '24 Option Exercise 0.00 96,845 0 235,617 Feb 07 07:19 PM Santos Kleber Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 21,725 0 37,547 Feb 07 07:24 PM Patterson Ellen R Sr. EVP and General Counsel Feb 05 '24 Option Exercise 0.00 57,751 0 105,657 Feb 07 07:10 PM Ling Bei Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 17,307 0 46,357 Feb 07 07:07 PM Kerrins Tracy M Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 22,809 0 17,738 Feb 07 07:03 PM SCHARF CHARLES W CEO & President Feb 05 '24 Option Exercise 0.00 159,807 0 682,908 Feb 07 07:28 PM Sommers Barry Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 56,423 0 62,615 Feb 07 07:31 PM Weiss Jonathan G. Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 91,805 0 330,982 Feb 07 07:41 PM Van Beurden Saul Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 58,655 0 139,194 Feb 07 07:35 PM Williams Ather III Sr. Executive Vice President Feb 05 '24 Option Exercise 0.00 52,734 0 185,931 Feb 07 07:58 PM Powell Scott SEVP & Chief Operating Officer Jan 28 '24 Option Exercise 0.00 35,208 0 156,430 Jan 30 04:15 PM Ling Bei Sr. Executive Vice President Jan 15 '24 Option Exercise 0.00 19,017 0 42,221 Jan 17 04:25 PM DAVIS RICHARD K Director Nov 09 '23 Buy 41.22 3,500 144,270 4,244 Nov 09 04:20 PM SCHARF CHARLES W CEO & President Oct 21 '23 Option Exercise 0.00 127,050 0 656,856 Oct 24 04:21 PM Fercho Kristy Sr. Executive Vice President Oct 08 '23 Option Exercise 0.00 3,705 0 38,979 Oct 11 05:15 PM
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