DUK Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy

03
Cena $114.13
Kapitalizacja Rynkowa (MRQ) $88.79B
P/E (TTM) 18.1
EPS (TTM) $6.31
Przychody (TTM) $31.74B
ROE (TTM) 9.7%
D/E Dług/Kapitał 1.7
Zakres 52 tyg. $112–$134

DUK Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok

04
zakres
kreski

Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.

Podziały akcji 4
Data ex-dywidendy Podział Typ
3 lipca 2012 1-for-3 Odwrotny
3 stycznia 2007 709-for-412 Naprzód
29 stycznia 2001 2-for-1 Naprzód
1 października 1990 2-for-1 Naprzód

O Duke Energy Corporation (Holding Company) Common Stock Przegląd firmy z Wikipedii

05 · wikidata

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina. The company serves over 7 million customers in the eastern United States. In 2024, it ranked as the 141st largest company in the United States, its highest-ever placement on the Fortune 500 list.

Overview

Duke Energy is based in Charlotte, North Carolina. It owns 58,200 megawatts of base-load and peak generation in the United States, which it distributes to its 7.2 million customers. It has approximately 29,000 employees. Duke Energy's service territory covers 104,000 square miles (270,000 km2) with 250,200 miles (402,700 km) of distribution lines. Almost all of Duke Energy's Midwest generation comes from coal, natural gas, or oil, while half of its Carolinas generation comes from its nuclear power plants. During 2006, Duke Energy generated 148,798,332 megawatt-hours of electrical energy.

In 2023, Duke Energy sold off their unregulated utility-scale renewable power generation business to Brookfield Renewable Partners. Duke Energy Renewable Services (DERS), which was a subsidiary of Duke Energy, specialized in the development, ownership, and operation of 1,700 megawatts of various renewable generation facilities throughout the United States. As of 2008, they operated 240 megawatts of wind power, with an additional 1,500 megawatts of wind generation capacity under construction or in the planning stages at that time.

Subsidiaries

Duke Energy Carolinas (formerly Duke Power)

Duke Energy Ohio (formerly Cincinnati Gas & Electric Company, via Cinergy)

Duke Energy Kentucky (formerly Union Light, Heat & Power, via Cinergy)

Duke Energy Indiana (formerly Public Service Indiana, via Cinergy)

Duke Energy Florida (formerly Florida Power Corporation, via Progress Energy)

Duke Energy Progress (formerly Carolina Power and Light, via Progress Energy)

Duke Energy Renewables

Duke Energy Retail

Duke Energy International

Duke Energy Sustainable Solutions

Duke Energy One

Piedmont Natural Gas

History

The company began in 1900 as the Catawba Power Company when Walker Gill Wylie and his brother financed the building of a hydroelectric power station at India Hook Shoals along the Catawba River near India Hook, South Carolina. When Wylie needed additional funding to further his ambitious plan for construction of a series of hydroelectric power plants, Wylie convinced James B. Duke and his partner James Blaney to invest in the Southern Power Company, founded in 1905.

In 1917 James Blaney was the founder of the Wateree Power Company that was formed as a holding company for several utilities that had been founded and/or owned by Duke, and Blaney his associates, and in 1924 the name was changed to Duke Power. In 1927, most of the subsidiary companies, including Southern Power Company, Catawba Power Company, Great Falls Power Company, and Western Carolina Power Company were merged into Duke Power, although Southern Public Utilities, 100% owned by Duke Power, maintained a legally separate existence for the retail marketing of Duke-generated power to residential and commercial customers. Southern Public Utilities also operated transit systems, which Duke eventually converted from streetcars to buses.

In 1973, through its subsidiary, the Eastover Mining Company, Duke Power engaged in a lengthy contract dispute with the workers at the Brookside coal mine in Harlan County, Kentucky. For thirteen months, workers picketed the company for improved medical benefits and the right to representation by the United Mine Workers of America, while Duke Power insisted on a no-strike clause in the miner's eventual labor contract. The strike culminated in the shooting and death of twenty-two year old miner, Lawrence D. Jones, by a foreman at the Duke Power-owned mine. Five days later, Duke Power would reach an agreement with the striking miners which included recognition of the new UMWA local, the rehiring of workers dismissed during the strike, and dropping charges related to the action.

In 1988, Nantahala Power & Light Co., which served southwestern North Carolina, was purchased by Duke from Alcoa. For many years, it was operated as a separate division of Duke Power, operating under the Duke Power Nantahala Area brand. All former Nantahala operations now operate as Duke Energy Carolinas, although the former Nantahala hydroelectric dams operating in the area are operated as the Nantahala Region for regulatory and permitting purposes. The purchase of Nantahala gave Duke Power, and subsequently Duke Energy, its first and only interconnection with the TVA.

In 1990, Duke sold its remaining transit operations. Duke Power merged with PanEnergy, a natural gas company, in 1997 to form Duke Energy. The Duke Power name continued as the electric utility business of Duke Energy until the Cinergy merger.

With the purchase of Cinergy Corporation announced in 2005 and completed on April 3, 2006, Duke Energy Corporation's customer base grew to include the Midwestern United States as well. The company operates nuclear power plants, coal-fired plants, conventional hydroelectric plants, natural-gas turbines to handle peak demand, and pumped hydro storage. During 2006, Duke Energy also acquired Chatham, Ontario-based Union Gas, which is regulated under the [Ontario Energy Board Act (1998).

On January 3, 2007, Duke Energy spun off its gas business to form Spectra Energy. Duke Energy shareholders received 1 share of Spectra Energy for each 2 shares of Duke Energy. After the spin-off, Duke Energy now receives the majority of its revenue from its electric operations in portions of North Carolina, South Carolina, Kentucky, Ohio, and Indiana. The spinoff to Spectra also included Union Gas, which Duke Energy acquired the previous year.

In 2011, Duke Energy worked with Charlotte's business leader community to help build Charlotte into a smart city. The group called the initiative "Envision Charlotte". At the time, the group decided on a goal to reduce energy use in the "urban core of the city by 20 percent". To do so, the group focused on making energy consumption changes to commercial buildings larger than 10,000 square feet.

On July 3, 2012, Duke Energy merged with Progress Energy Inc with the Duke Energy name retained along with the Charlotte, North Carolina, headquarters.

Duke announced on June 18, 2013, that CEO Jim Rogers was retiring and Lynn Good would become the new CEO. Rogers has been CEO and Chairman since 2006, while Good was Chief Financial Officer of Duke since 2009, having joined Duke in the 2006 Cinergy merger. Rogers' retirement was part of an agreement to end an investigation into Duke's Progress Energy acquisition in 2012.

In 2016, Duke Energy purchased Piedmont Natural Gas for $4.9 billion to become its wholly owned subsidiary. Duke Energy completed selling its remaining power operations in Central and South America for $1.2 billion months afterwards. At one point Duke Energy had more than 4,300 megawatts of electric generation in Latin America. It operated eight hydroelectric power plants in Brazil with an installed capacity of 2,307 megawatts.

The company expects to spend $13 billion upgrading the North Carolina grid from 2017.

In 2018, Jessee Pound of CNBC wrote that Duke was one of many larger American companies which "paid an effective federal tax rate of 0% or less", which the Institute on Taxation and Economic Policy claimed was a result of Donald Trump´s Tax Cuts and Jobs Act of 2017. A response from Duke to a similar claim from the Institute of Policy Studies 2024 stated: "Duke Energy has a deferred tax balance – this does not mean Duke Energy is not paying these taxes, it means that our taxes are due in future years, and we will pay them."

On December 3, 2022, an attack was carried out on two Duke Energy substations located in Moore County, North Carolina. Damage from the attack left up to 40,000 residents without electrical power for several days, with officials closing schools and declaring a state of emergency. No suspect was ever identified, but the Federal Bureau of Investigation supported local investigators in case the incident met the definition of domestic terrorism under the Patriot Act.

Proposed nuclear plant

On March 16, 2006, Duke Power announced that a Cherokee County, South Carolina site had been selected for a potential new nuclear power plant. The site is jointly owned by Duke Power and Southern Company. Duke planned to develop the site for two Westinghouse Electric Company AP1000 (advanced passive) pressurized water reactors. Each reactor would have been capable of producing approximately 1,117 megawatts. (See Nuclear Power 2010 Program.)

On December 14, 2007, Duke Power submitted a Combined Construction and Operating License to the Nuclear Regulatory Commission, with an announcement that it will spend $160 million in 2008 on the plant with a total cost of $5 billion to $6 billion. The plant was approved in 2016.

In August 2017, Duke decided to seek permission from the North Carolina Utility Commission to cancel the project due to the bankruptcy of Westinghouse and "other market activity", although they retained the option of restarting the project at some point in the future if circumstances change.

This site would have been adjacent to the old site, which was never completed and abandoned in the early 1980s, and used by James Cameron as a film set for the 1989 movie The Abyss.

In 2018, Duke Energy announced that they had decided not to include new nuclear power in their long-range plans.

Headquarters buildings

J.A. Jones designed the first headquarters building, known as the Power Building, which was completed in 1927 at 440 South Church. It was five stories and 503,000 square feet (46,700 m2). The Electric Center at 526 South Church Street opened in 1975 with an addition in 1988. State Farm Insurance sold the Power Building in 2004 for $8 million to The Dilweg Cos., who anticipated significant development. Novare Group bought 5.13 acres (20,800 m2) at 408 South Church Street for $17 million from The Dilweg Cos. in a deal announced March 27, 2006. The Power Building was demolished February 24, 2007.

Duke Energy Center at 550 South Tryon Street was announced as the company's headquarters in 2009. The company announced May 17, 2021 that the headquarters will move in 2023 to Duke Energy Plaza, across the street from the current headquarters. Childress Klein is developing the new building, which will allow Duke to sell its Church Street and College Street buildings, and end its lease at 400 South Tryon. Previously named Charlotte Metro Tower, the 40-story building will be purchased when completed for up to $675 million by Childress Klein and CGA Capital, in the largest real estate deal in the city's history, announced in December 2019.

Finances

For the fiscal year 2017, Duke Energy reported earnings of US$3.059 billion, with an annual revenue of US$23.565 billion, an increase of 3.6% over the previous fiscal cycle. Duke Energy's shares traded at over $79 per share, and its market capitalization was valued at over US$58.8 billion in November 2018.

Environmental record

In 1999, the United States Environmental Protection Agency commenced an enforcement action against Duke Energy for making modifications to very old and deteriorating coal-burning power plants without getting permits under the Clean Air Act. Duke asserted that a "modification" under the Clean Air Act did not require a permit. Environmental groups asserted that Duke was using loopholes in the law to increase emissions. Initially, Duke prevailed at the trial court level, but in 2006, the case was argued before the Supreme Court (Environmental Defense v. Duke Energy Corp. (05-848)). The Court unanimously ruled on April 2, 2007, that the modifications allowed the power plants to operate for more hours, increasing emissions, so Clean Air Act permits were needed.

In 2002, researchers at the University of Massachusetts Amherst identified Duke Energy as the 46th-largest corporate producer of air pollution in the United States, with roughly 36 million

pounds of toxic chemicals released annually into the air. Major pollutants included sulfuric and hydrochloric acid, chromium compounds, and hydrogen fluoride. The Political Economy Research Institute ranks Duke Energy 13th among corporations emitting airborne pollutants in the United States. The ranking is based on the quantity (80 million pounds in 2005) and toxicity of the emissions. This change reflects the purchase of fossil fuel-heavy Cinergy, which occurred in 2005.

In early 2008, Duke Energy announced a plan to build the new, 800-megawatt Cliffside Unit 6 coal plant 55 miles (89 km) west of Charlotte, North Carolina. The plan has been strongly opposed by environmental groups such as Rising Tide North America, Rainforest Action Network, the community-based Canary Coalition as well as the Southern Environmental Law Center, which has threatened to sue Duke if it does not halt construction plans. On April 1, activists locked themselves to machinery at the Cliffside construction area as part of Fossil Fools Day.

Duke Energy has been "one of the most vocal advocates" for a "cap-and-trade" system to combat global CO2 emissions, "and the company's CEO, Jim Rogers, thinks the company will profit from cap-and-trade". The company left the National Association of Manufacturers in part over differences on climate policy.

In a joint venture with the French-based global energy firm AREVA, under the nominal name of ADAGE, Duke Energy has planned a "Green" biomass burning facility in Mason County, Washington and is negotiating with forestland owners to secure the 600,000 tons of wood debris it needs yearly to fuel its $250 million biomass plant.

The joint venture between electric power company Duke Energy and global nuclear services giant AREVA was created to build wood waste-to-energy power plants around the country.

ADAGE president Reed Wills announced the first Northwest outpost will be in the struggling timber town of Shelton, Washington.

The following pollutants are provided by DUKE-AREVA-ADAGE in their application for permit to the Department of Environmental Protection for a similar type of plant in Florida.

248 tons per year – particulate matter

288 tons per year – particulate matter 10

233 tons per year – particulate matter 2.5

249 tons per year – NOx (nitrogen oxides)

246 tons per year – SO2 (sulfur dioxide)

248 tons per year – CO (carbon monoxide)

40 tons per year – H2SO4 – (sulfuric acid mist)

63 tons per year – VOC (volatile organic compounds)

29 tons per year – F (fluorides)

Generating facilities

This list is partially complete due to the July 3, 2012, merger with Progress Energy.

Biomass fired

Shelton Biomass Facility (proposed)

Nuclear

Catawba Nuclear Station

McGuire Nuclear Station

Oconee Nuclear Station

Shearon Harris Nuclear Power Plant

H. B. Robinson Nuclear Generating Station

Brunswick Nuclear Generating Station

Crystal River Nuclear Power Plant (retired February 2013)

Coal-fired

Allen Steam Station

Belews Creek Steam Station

Beckjord Power Station

Cayuga Generating Station

Crystal River Energy Complex

East Bend Station

Edwardsport Station

Gallagher Station

Gibson Station

Marshall Steam Station

Mayo Plant

Miami Fort Power Station (purchased by Dynegy, 2014)

Riverbend Steam Station (retired)

Roxboro Steam Plant

Wabash River Station

William H. Zimmer Power Station (purchased by Dynegy, 2014)

Hydroelectric

Conventional hydro

Following is a list of Duke Energy's thirty conventional hydroelectric facilities, in order of average electric production. All properties are 100% owned by Duke, and all but Markland are located in North Carolina and South Carolina (Markland is located in southern Indiana).

Blewett Falls Hydroelectric Plant

Cowans Ford Hydro Station, 350 MW average capacity

Keowee Hydro Station, 158 MW

Walters Hydroelectric Plant, 112 MW

Tillery Hydroelectric Plant, 87 MW

Rocky Creek & Cedar Creek Hydro Stations, combined 73 MW

Great Falls & Dearborn Hydro Stations, combined 70 MW

Markland Hydro Station, 65 MW

Mountain Island Hydro Station, 60 MW

Lake Wylie Hydro Station, 60 MW

Wateree Hydro Station, 56 MW

Fishing Creek Hydro Station, 37 MW

Oxford Hydro Station, 36 MW

Bridgewater Hydro Station at Lake James, 31.5 MW

Rhodhiss Hydro Station, 26 MW

Lookout Shoals Hydro Station, 26 MW

Blewett Hydroelectric Plant, 22 MW

Ninety-Nine Islands Plant, 18 MW

Gaston Shoals Plant, 9 MW

Tuxedo Plant, 5 MW

Marshall Plant, 4 MW

and ten clustered locations at Nantahala, in mountainous southwestern North Carolina, producing a cumulative 99 MW

Pumped-storage hydro

Bad Creek Hydroelectric Station

Jocassee Pumped-Storage Generating Station

Oil and gas-fired

Anclote Station

Asheville Combustion Turbines

Bartow Combined Cycle Station

Buck Steam Station

Buzzard Roost Station

Cayuga Combustion Turbine Station

Cliffside Steam Station

Connersville Peaking Station

Dan River Steam Station

Darlington County Electric Plant

Henry County Peaking Station

Hines Energy Complex

H.F. Lee Energy Complex

Lee Steam Station

W.S. Lee Steam Station

Lincoln Combustion Turbine Station

Madison Peaking Station

Miami-Wabash Peaking Station

Mill Creek Combustion Turbine Station

Noblesville Station

Rockingham Station

Smith Energy Complex

Sutton Combined Cycle Plant

Wabash River Repowering Station

Wheatland Peaking Station

Woodsdale Station

Solar farms

Citing the falling cost of building solar farms, Duke Energy announced plans in 2017 to launch three new such projects in Kentucky. Two will be in Kenton County and one will be in Grant County. Together the three plants will create more than 6.7 MW of power. These join several other solar farms including:

Davidson County Solar Farm

Martins Creek Solar Farm 1 MW (Murphy, NC)

Culberson Solar Farm 1 MW (Murphy, NC)

Osceola Solar Facility 4 MW (St.Petersburg, Fla) Additionally, Duke Energy added 451 MW of solar capacity to North Carolina's grid in 2017.

Hamilton Solar Power Plant 74.9 MW (Jasper, FL)

Columbia Solar Power Plant 74.9 MW (Fort White, FL) (opening in 2020)

Live Oak Solar Power Plant ? MW (Live Oak, FL)

In 2020 Duke Energy began commercial operations of several farms in Texas, operating alongside its Farm from 2010.

Blue Wing Solar Project (San Antonio, TX)

Lapetus Solar Project 100 MW (Andrews County, TX)

Holstein Solar Project 200 MW (Nolan County, TX)

Rambler Solar Project 200 MW (Tom Green County, TX)

Wind farms

Los Vientos Wind Farm

Shirley Wind

Electric vehicles

Duke Energy announced in October 2018 that it would install 530 electric car charging stations around Florida. Ten percent of the stations will go into low income communities.

Awards

Duke Energy has been chosen as one of The 50 Best Employers In America by Business Insider

In 2002, Duke Energy was awarded the Ig Nobel Prize in Economics for "adapting the mathematical concept of imaginary numbers for use in the business world".

Criticism

In December 2000, Cinergy Corp agreed to pay $1.4B to settle allegations that its coal plants illegally polluted the air. Duke Energy completed its acquisition of Cinergy Corp in 2006.

In July 2004, Duke Energy agreed to pay $208M to settle allegations that it had engaged in price gouging in California during the energy crisis of 2000 and 2001.

In December 2009, Duke Energy agreed to spend approximately $93M to resolve violations of the Clean Air Act. Duke became obligated to make investments that were expected to reduce sulfur dioxide emissions by 86%.

On February 14, 2011, Greenpeace launched a campaign in which Phil Radford called on Duke Energy to abandon mountaintop removal coal, produce a third of its energy from renewable sources by 2020, and abandon coal altogether by 2030."

In May 2011, Duke agreed to pay $30M to resolve allegations that changes made to the company pension plan disproportionately harmed employees over 40, costing many of them up to half of their accrued benefits.

In December 2011, the non-partisan organization Public Campaign criticized Duke Energy for spending $17.47 million on lobbying. It also criticized Duke for not paying any taxes from 2008 to 2010 and receiving $216 million in tax rebates, in spite of turning a $5.4 billion profit and extensively raising executive compensations.

In 2012, Greenpeace protested Duke's lobbying of the Democratic Party, including its funding of the 2012 Democratic National Convention.

In July 2012, Duke Energy was criticized for paying former Progress Energy CEO Bill Johnson $44.7 million in compensation, including a $10 million severance, for something close to 20 minutes on the job as Duke's CEO.

In 2012, Duke Energy sued Citrus County, Florida claiming its tax bill was too high. The county hired an outside appraiser who found that there were a lot of unreported and underreported items and the tax claim was actually too low.

In May 2013, university students launched a campaign for Brown University to divest fossil fuels, specifically referring to Duke Energy and other coal plant operators.

On February 2, 2014, the massive Dan River coal-ash spill led to a grand jury investigation into Duke Energy. The initial investigation was overseen by Governor Pat McCrory, who was accused of intervening on Duke's behalf as he had been a Duke Energy employee for 28 years. Prosecutors went looking for any cash or items of value that might have been given to Governor McCrory and members of his administration in exchange for cheap settlements. Duke Energy was prosecuted, pled guilty to nine charges of criminal negligence, and agreed to pay $102 million in fines and restitutions. Duke Energy was also ordered to close all of its 32 ash ponds in the state of North Carolina by 2029.

In September 2016, the Government Pension Fund of Norway, then worth $900 billion, excluded Duke Energy and its subsidiaries from the fund, citing "risk of severe environmental damage".

During 2018 Duke Energy along with 90 additional Fortune 500 companies "paid an effective federal tax rate of 0% or less" as a result of Donald Trump´s Tax Cuts and Jobs Act of 2017.

In August 2020, environmental watchdog EWG released a report accusing Duke Energy of charging Indiana ratepayers for $12 billion worth of failed projects. This was the direct consequence of a controversial bill passed in Indiana earlier that year. Projects included two natural gas pipelines and two retired nuclear power plants.

In 2021, investigative reporting by the Orlando Sun Sentinel revealed that Duke Energy, FPL (Nextera Energy), and TECO Energy put forth more than $3 million to promote "ghost" spoiler candidates in key Florida legislature races. The scheme involved former senator Frank Artiles and was effective in costing the Democrats at least one election.

In January 2021, Duke Energy agreed to a settlement, which the company proposed, to absorb $1.1 billion worth of coal-ash pond closure and cleanup costs, in North Carolina, between 2015 and 2030. The parties involved also waived all rights to challenge the "reasonableness and prudence" of Duke Energy's coal ash management practices and costs before March 2020. Duke estimates the costs to be between $8 and $9 billion, the settlement reduces the cost on the ratepayer by 60%.

In August 2021, Indiana city officials from Bloomington, Carmel, and West Lafayette, and other lawmakers sent a letter to Duke Energy deploring its progress towards renewables and asking it to stop overcharging low-income homes for electricity.

December 2022 rolling blackouts

In December 2022, a major winter storm impacted much of the United States. On December 24, 2022, Christmas Eve, Duke Energy implemented rolling blackouts for the first time in their history, due to unprecedented energy demand. The rolling blackouts came without warning and lasted hours. In addition to facility failures, Duke reported failures related to the software that regulated the controlled blackouts. The Federal Energy Regulatory Commission initiated an investigation in response to the blackouts.

Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗

Wikidata ↗

sektorUtilities branżaUtilities pracownicy26 441 krajUS

Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS

06
Przychody$31.74B
2018-12-31 → 2025-12-31
EPS$6.31
2018-12-31 → 2025-12-31
Wolny przepływ pieniężny$-1.69B
2018-12-31 → 2025-12-31
Marża netto15.7%
2018-12-31 → 2025-12-31
Wycena i wskaźniki 07–12

Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?

Wskaźnik Trend 5-letni DUK średnia z 5 lat Mediana porównawcza Werdykt
P/E (TTM) 18.1średnia z 5 lat ≈21.6 ≈21.6 22.9 Niedowartościowany
P/S (TTM) 2.8średnia z 5 lat ≈2.8 ≈2.8 2.8 Zawyżona wycena
P/B (MRQ) 1.7średnia z 5 lat ≈1.7 ≈1.7 2.1 Niedowartościowany
EV / EBITDA 10.9średnia z 5 lat ≈11.5 ≈11.5 16.1 Niedowartościowany
Cena / FCF (TTM) -52.4średnia z 5 lat ≈553.5 ≈553.5 · ·
Cena / Przepływy pieniężne (TTM) 7.2średnia z 5 lat ≈7.3 ≈7.3 7.4 Wartość godziwa
EV / Revenue (EV / Przychody) 5.6średnia z 5 lat ≈5.5 ≈5.5 · ·
EV / FCF -105.3średnia z 5 lat ≈1109.2 ≈1109.2 · ·
Cena / Wartość księgowa materialna (MRQ) 1.7średnia z 5 lat ≈2.7 ≈2.7 · ·
PEG Ratio (Współczynnik PEG) ≈0.6 · · ·

Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.

wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany

Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR

13
Zannualizowane wypłaty≈$4.34Płatne kwartalnie
CAGR dywidendy 5-letni≈2.0%Na akcję, skorygowane o podział
Seria wzrostów≈21Kolejne lata wzrostu dywidendy
Data ex-dywidendyKwotaWalutaStopa zwrotu
Sie 14, 2026$1,09USD≈3.5%
Maj 15, 2026$1,07USD≈3.5%
Lut 13, 2026$1,07USD≈3.3%
Lis 14, 2025$1,07USD≈3.4%
Sie 15, 2025$1,07USD≈3.4%
Maj 16, 2025$1,05USD≈3.6%
Lut 14, 2025$1,05USD≈3.7%
Lis 15, 2024$1,05USD≈3.7%
Sie 16, 2024$1,05USD≈3.7%
Maj 16, 2024$1,03USD≈4.0%
Lut 15, 2024$1,03USD≈4.4%
Lis 16, 2023$1,03USD≈4.5%
Sie 17, 2023$1,03USD≈4.5%
Maj 11, 2023$1,01USD≈4.1%
Lut 16, 2023$1,01USD≈4.1%
Lis 17, 2022$1,01USD≈4.2%
Sie 11, 2022$1,01USD≈3.6%
Maj 12, 2022$0,99USD≈3.6%
Lut 17, 2022$0,99USD≈4.0%
Lis 10, 2021$0,99USD≈3.8%

Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników

14
Średnie zaskoczenie 4.5%
Następny raport Lis 05, 2026
OkresRaportEPS ActualEPS SzacowanyNiespodzianka
30 czerwca 2026 Sie 3, 2026 $1.43 $1.32 8.5%
31 marca 2026 $1.93 $1.89 2.2%
31 grudnia 2025 $1.50 $1.50 -0.07%
30 września 2025 $1.81 $1.77 2.5%
30 czerwca 2025 $1.25 $1.19 5.3%
31 marca 2025 $1.76 $1.62 8.7%

Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne

15
Rachunek zysków i strat 14
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Revenue $31.74B$30.05B$28.67B$28.68B$24.49B$23.25B$24.35B$23.76B·$22.74B$22.37B$22.51B
Cost of Revenue ······$6.83B$6.83B$6.35B$6.62B··
Operating Expenses $23.66B$22.46B$22.04B$22.78B$19.13B$18.81B$19.37B$19.75B$17.97B$17.57B$17.32B$17.68B
Operating Income $8.63B$7.93B$7.07B$6.01B$5.50B$4.57B$5.71B$4.68B$5.62B$5.20B$5.08B$4.84B
Interest Expense $3.63B$3.38B$3.01B$2.44B$2.21B$2.10B$2.20B$2.09B$1.99B$1.92B$1.53B$1.53B
Other Non-op $669M$661M$598M$392M$636M$451M$430M$399M$508M$463M$290M$320M
Pretax Income $5.71B$5.19B$4.77B$4.08B$3.99B$920M$4.10B$3.07B$4.27B$3.73B$3.91B$3.76B
Income Tax $642M$590M$438M$300M$268M$-169M$519M$448M$1.20B$1.16B$1.26B$1.23B
Net Income $4.97B$4.52B$2.84B$2.55B$3.91B$1.38B$3.75B$2.67B$3.06B$2.15B$2.82B$1.88B
EPS (Basic) $6.31$5.71$3.54$3.17$4.94$1.72$5.06$3.76$4.36$3.11$4.05$2.66
EPS (Diluted) $6.31$5.71$3.54$3.17$4.94$1.72$5.06$3.76$4.36$3.11$4.05$2.66
Shares (Basic) 777,000,000772,000,000771,000,000770,000,000769,000,000737,000,000729,000,000708,000,000700,000,000691,000,000694,000,000707,000,000
Shares (Diluted) 777,000,000772,000,000771,000,000770,000,000769,000,000738,000,000729,000,000708,000,000700,000,000691,000,000694,000,000707,000,000
EBITDA $16.33B$14.35B$13.15B$11.86B$11.04B$10.04B$10.88B$9.38B$9.83B$9.22B·$8.77B
Bilans 24
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $245M$314M$253M$409M$341M$259M$311M$442M$358M$392M$383M$463M
Receivables $16M$1.89B$3.02B$3.11B$2.44B$2.14B$1.99B$2.17B$2.00B$1.89B$515M$791M
Prepaid Expense $526M$695M$431M$973M$584M$462M$764M$1.05B$634M$458M$307M$1.84B
Current Assets $11.61B$12.95B$12.77B$13.22B$9.94B$8.68B$9.16B$9.71B$8.45B$8.04B$8.32B$11.57B
PP&E (Net) $129.96B$121.63B$115.31B$111.75B$105.54B$106.78B$102.13B$91.69B$86.39B$82.52B$73.78B$70.05B
PP&E (Gross) $190.41B$178.74B$171.35B$163.84B$154.50B$155.58B$147.65B$134.46B$127.51B$121.40B$109.97B$104.86B
Accum. Depreciation ·········$39.41B$36.74B$34.82B
Goodwill $19.01B$19.01B$19.30B$19.30B$19.30B$19.30B$19.30B$19.30B$19.40B$19.43B$16.07B$16.32B
Intangibles $291M$277M$282M$265M$236M$295M$249M$246M$230M$226M$242M$263M
Other Non-current Assets $4.17B$3.51B$3.96B$3.40B$3.63B$3.60B$3.29B$2.94B$2.96B$2.77B$2.83B$3.01B
Total Assets $195.74B$186.34B$176.89B$178.09B$169.59B$162.39B$158.84B$145.39B$137.91B$132.76B$121.16B$120.56B
Accounts Payable $5.22B$5.44B$4.23B$4.75B$3.53B$3.14B$3.49B$3.49B$3.04B$2.99B$2.35B$2.27B
Short-term Debt $2.62B$3.58B$4.29B$3.95B$3.30B$2.87B$3.13B$3.41B$2.16B$2.49B$3.63B$2.51B
Current Liabilities $21.05B$19.36B$17.28B$18.87B$15.93B$16.30B$14.75B$15.04B$12.48B$11.55B$11.40B$11.23B
Capital Leases $1.03B$957M$917M$876M$940M$1.34B$1.43B·····
Deferred Tax ··········$12.71B$13.42B
Long-term Debt $87.21B$80.69B$75.25B$69.75B$63.84B$59.86B$58.13B$54.53B$52.28B$47.90B$38.87B$39.87B
Total Debt $89.84B$84.27B$79.54B$75.17B$67.14B$62.74B$61.26B$57.94B$54.44B$50.38B·$42.53B
Common Stock $1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M
Retained Earnings $5.06B$3.43B$2.23B$2.64B$3.27B$2.47B$4.11B$3.11B$3.01B$2.38B$2.56B$2.01B
AOCI $198M$228M$-6M$-140M$-303M$-237M$-130M$-92M$-67M$-93M$-806M$-543M
Stockholders' Equity $51.84B$50.13B$49.11B$49.32B$49.30B$47.96B$46.82B$43.82B$41.74B$41.03B$39.73B$40.88B
Liabilities + Equity $195.74B$186.34B$176.89B$178.09B$169.59B$162.39B$158.84B$145.39B$137.91B$132.76B$121.16B$120.56B
Shares Outstanding 778,000,000776,000,000771,000,000770,000,000769,000,000769,000,000733,000,000727,000,000700,000,000700,000,000688,000,000707,000,000
Przepływy pieniężne 19
Wskaźnik Trend 202520242023202220212020201920182017201620152014
D&A $7.70B$6.42B$6.08B$5.84B$5.66B$5.49B$5.18B$4.70B$4.05B$3.88B$3.61B$3.51B
Deferred Tax $1.24B$939M$372M$314M$275M$124M$817M$1.11B$1.45B$1.18B$1.28B$1.18B
Amort. of Intangibles ········$7M$6M$5M$6M
Restructuring $-8M$-28M$80M$33M$36M$1M$24M$200M$17M$110M$144M$5M
Other Non-cash $-1.58B$446M$581M$-2.78B$-1.48B$1.93B$-1.53B$-1.29B$-1.92B$-415M·$-289M
Operating Cash Flow $12.33B$12.33B$9.88B$5.93B$8.29B$8.86B$8.21B$7.19B$6.62B$6.86B$6.70B$6.59B
CapEx $14.02B$12.28B$12.60B$11.37B$9.71B$9.91B$11.12B$9.39B$8.05B$7.90B$6.77B$5.38B
Investing Cash Flow $-14.34B$-13.12B$-12.47B$-11.97B$-10.94B$-10.60B$-11.96B$-10.06B$-8.44B$-11.53B$-5.28B$-5.37B
Debt Issued $11.89B$8.96B$10.03B$11.87B$9.05B$6.33B$7.09B$5.30B$6.91B$9.24B$2.96B$2.91B
Net Debt Issued $6.24B$5.60B$5.29B$7.48B$3.76B$1.82B$3.62B$2.39B$4.59B$7.32B·$-123M
Stock Issued $16M$405M$8M$9M$5M$2.75B$384M$1.84B·$731M$17M·
Stock Repurchased ··········$1.50B·
Net Stock Activity $16M$405M$8M$9M$5M$2.75B$384M$1.84B·$731M··
Dividends Paid ···$3.18B$3.11B$2.81B$2.67B$2.47B$2.45B$2.33B$2.25B$2.23B
Financing Cash Flow $1.95B$859M$2.35B$6.13B$2.61B$1.73B$3.73B$2.96B$1.78B$4.25B$-2.60B$-678M
Net Change in Cash $-58M$64M$-246M$83M$-36M$-17M$-18M$86M$-36M$60M$-80M$-13M
Taxes Paid $-625M$-400M$1M$-6M$-3M$-585M$-651M$-266M$4M$229M$170M$158M
Free Cash Flow $-1.69B$48M$-2.73B$-5.44B$-1.43B$-1.05B$-2.91B$-2.20B$-1.42B$-1.10B·$1.20B
Levered FCF $-4.92B$-2.95B$-5.46B$-7.70B$-3.59B$-3.82B$-4.84B$-3.99B$-2.85B$-2.43B·$235M
Rentowność 7
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Operating Margin 27.2%26.4%24.7%21.0%21.8%19.4%23.4%19.7%·23.5%·22.0%
Net Margin 15.7%15.0%9.9%8.9%15.8%5.9%15.4%11.2%·9.5%·7.9%
Pretax Margin 18.0%17.3%16.6%14.2%15.2%3.6%16.8%12.9%·16.4%·17.3%
EBITDA Margin 51.4%47.7%45.9%41.3%44.7%42.8%44.7%39.5%·40.5%·36.6%
ROA 2.6%2.5%1.6%1.5%2.4%0.86%2.5%1.9%2.3%1.7%·1.6%
ROE 9.7%9.1%5.8%5.2%8.0%2.9%8.3%6.2%7.4%5.3%·4.6%
ROIC 5.4%5.2%5.0%4.5%4.4%5.3%4.6%3.9%4.3%4.0%·3.8%
Płynność i wypłacalność 5
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.60.70.70.70.60.50.60.60.70.7·1.0
Quick Ratio 0.00.10.20.20.20.10.20.20.20.1·0.3
Debt / Equity 1.71.71.61.51.41.31.31.31.31.2·1.0
LT Debt / Equity 1.51.51.51.41.21.21.21.21.21.1·0.9
Interest Coverage 2.42.32.32.52.42.12.62.22.92.8·3.2
Efektywność 2
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.10.10.20.2·0.2·0.2
Receivables Turnover 33.312.29.410.310.811.311.711.4·35.9·23.0
Na akcję 6
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Book Value / Share $66.64$64.60$63.70$64.05$64.10$62.37$63.88$60.27$59.63$58.62·$57.81
Revenue / Share $40.85$38.92$37.19$37.24$32.12$31.82·$33.56·$32.91·$33.84
Cash Flow / Share $15.87$15.97$12.81$7.70$10.78$12.00·$10.15$9.48$9.84·$9.32
Cash / Share $0.31$0.40$0.33$0.53$0.45$0.34$0.42$0.61$0.51$0.56·$2.88
Dividend / Share $4.22$4.14$4.06$3.98$3.90$3.82$3.75$3.64$3.49$3.36$3.24·
EPS (TTM) $6.31$5.71$3.54$3.17$4.94$1.72$5.06$3.76$4.36$3.11$4.05$2.66
Stopy Wzrostu 9
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5.6%4.8%0.00%17.1%5.3%·······
Revenue CAGR 3Y 3.4%7.1%7.2%·········
Revenue CAGR 5Y 6.4%···········
EPS YoY 10.5%61.3%11.7%-35.8%187.2%·······
EPS CAGR 3Y 25.8%5.0%27.2%·········
EPS CAGR 5Y 29.7%···········
Net Income YoY 9.8%59.2%11.4%-34.8%183.8%·······
Net Income CAGR 3Y 24.9%5.0%27.3%·········
Net Income CAGR 5Y 29.3%···········
Wycena (TTM) 17
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Revenue TTM $31.74B$30.05B$28.67B$28.68B$24.49B$23.25B$24.35B$23.76B$22.92B$22.74B$22.37B$22.51B
Net Income TTM $4.97B$4.52B$2.84B$2.55B$3.91B$1.38B$3.75B$2.67B$3.06B$2.15B$2.82B$1.88B
Market Cap $91.19B$83.61B$74.82B$79.30B$80.67B$70.41B$66.86B$62.74B$58.88B$54.33B·$59.06B
Enterprise Value $180.78B$167.57B$154.10B$154.06B$147.46B$132.89B$127.81B$120.24B$112.96B$104.32B·$99.56B
P/E 18.618.927.432.521.253.218.023.019.325.017.631.4
P/S 2.92.82.62.83.33.02.72.62.62.4·2.6
P/B 1.81.71.51.61.61.51.41.41.41.3·1.4
P / Tangible Book 2.82.72.52.72.72.5······
P / Cash Flow 7.46.87.613.49.78.08.18.78.98.0·9.0
P / FCF -53.81741.8-27.4-14.6-56.6-67.0-23.0-28.5-41.5-49.3·49.1
EV / EBITDA 11.111.711.713.013.413.211.712.811.511.3·11.4
EV / FCF -106.73490.9-56.5-28.3-103.5-126.4-43.9-54.6-79.7-94.6·82.8
EV / Revenue 5.75.65.45.46.05.75.25.14.94.6·4.4
Dividend Yield ···4.0%3.9%4.0%4.0%3.9%4.2%4.3%·3.8%
Earnings Yield 5.4%5.3%3.6%3.1%4.7%1.9%5.5%4.4%5.2%4.0%5.7%3.2%
Payout Ratio ···124.7%79.7%204.2%71.2%92.7%80.1%108.4%·118.6%
Annual Payout ···$3.18B$3.11B$2.81B$2.67B$2.47B$2.45B$2.33B$2.25B$2.23B

Najnowszy okres po lewej · wartości null pokazane jako ·

Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat

16
Wskaźnik 2025-12-312024-12-312024-06-302024-03-312023-12-31
Przychody $31.74B $30.05B · · $28.67B
Marża Operacyjna % 27.2% 26.4% · · 24.7%
Zysk netto $4.97B $4.52B · · $2.84B
Rozwodniony EPS $6.31 $5.71 · · $3.54

Właściciele instytucjonalni (13F) 2 648 emitentów · $78.8B łącznie · Na dzień 30 września 2026

17

Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.

Posiadacze 2 648
Wartość posiadanych akcji $78.8B
Nowe pozycje 149
Zamknięte pozycje 132
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
Nowe pozycje Zamknięte pozycje Zwiększone Zmniejszony Zmiana liczby akcji netto
149 (-124 vs poprzedni kw.) 132 (+33 vs poprzedni kw.) 1 112 (+34 vs poprzedni kw.) 821 (+4 vs poprzedni kw.) +1.2M

Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.

Instytucja Wartość Akcje % z śledzonych 13F Typ
VANGUARD GROUP INC $9 172 708 909 78 258 757 11,64% Akcje
BlackRock, Inc. $8 929 457 980 70 543 988 11,33% Akcje
VANGUARD CAPITAL MANAGEMENT LLC $6 435 030 749 50 837 658 8,17% Akcje
STATE STREET CORP $5 690 225 169 44 953 588 7,22% Akcje
GEODE CAPITAL MANAGEMENT, LLC $2 597 050 800 20 367 382 3,30% Akcje
VANGUARD PORTFOLIO MANAGEMENT LLC $2 577 969 672 20 366 327 3,27% Akcje
MORGAN STANLEY $1 659 142 677 13 107 459 2,11% Akcje
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1 625 079 566 12 742 489 2,06% Akcje
FRANKLIN RESOURCES INC $1 333 782 620 10 537 072 1,69% Akcje
FMR LLC $1 228 235 922 9 703 239 1,56% Akcje
PeakShares LLC $1 198 333 000 9 467 1,52% Akcje
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1 168 635 828 9 226 192 1,48% Akcje
BANK OF AMERICA CORP /DE/ $1 122 464 275 8 867 628 1,42% Akcje
ROYAL BANK OF CANADA $923 595 000 7 296 529 1,17% Akcje
NORTHERN TRUST CORP $916 886 154 7 243 531 1,16% Akcje
Nuveen, LLC $826 879 240 6 532 464 1,05% Akcje
GQG Partners LLC $823 157 324 6 503 039 1,04% Akcje
WELLINGTON MANAGEMENT GROUP LLP $790 340 963 6 243 806 1,00% Akcje
Legal & General Group Plc $754 219 459 5 958 441 0,96% Akcje
GOLDMAN SACHS GROUP INC $710 608 545 5 613 909 0,90% Akcje
Bank of New York Mellon Corp $605 679 804 4 784 956 0,77% Akcje
Invesco Ltd. $600 357 878 4 742 913 0,76% Akcje
Capital Research Global Investors $569 537 090 4 499 424 0,72% Akcje
RAYMOND JAMES FINANCIAL INC $565 813 471 4 470 007 0,72% Akcje
VANGUARD FIDUCIARY TRUST CO $553 766 235 4 374 832 0,70% Akcje
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $521 550 779 3 983 128 0,66% Akcje
WELLS FARGO & COMPANY/MN $500 801 810 3 956 407 0,64% Akcje
FEDERATED HERMES, INC. $483 067 640 3 816 303 0,61% Akcje
AMERICAN CENTURY COMPANIES INC $467 067 643 3 689 898 0,59% Akcje
JPMORGAN CHASE & CO $466 343 580 3 633 938 0,59% Akcje
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $451 803 006 3 569 308 0,57% Akcje
UBS Group AG $372 042 544 2 939 189 0,47% Akcje
Capital Wealth Planning, LLC $362 735 952 2 865 666 0,46% Akcje
JANUS HENDERSON GROUP PLC $358 226 921 2 735 816 0,45% Akcje
Mitsubishi UFJ Trust & Banking Corp $342 900 283 2 708 961 0,44% Akcje
LPL Financial LLC $324 500 053 2 563 597 0,41% Akcje
ENVESTNET ASSET MANAGEMENT INC $323 998 518 2 559 645 0,41% Akcje
MACKENZIE FINANCIAL CORP $318 411 990 2 515 500 0,40% Akcje
Amundi $312 497 666 2 468 776 0,40% Akcje
DEUTSCHE BANK AG\ $282 013 405 2 227 946 0,36% Akcje
Swiss National Bank $277 810 316 2 194 741 0,35% Akcje
DIMENSIONAL FUND ADVISORS LP $271 749 716 2 146 529 0,34% Akcje
National Pension Service $268 856 426 2 124 004 0,34% Akcje
BARCLAYS PLC $260 137 722 2 055 125 0,33% Akcje
CITADEL ADVISORS LLC $255 021 106 2 014 703 0,32% Akcje
FIRST TRUST ADVISORS LP $250 888 218 1 982 053 0,32% Akcje
Caisse de depot et placement du Quebec $246 731 255 1 949 212 0,31% Akcje
Cullen Capital Management, LLC $244 731 344 1 933 412 0,31% Akcje
Mitsubishi UFJ Asset Management Co., Ltd. $244 515 092 1 931 704 0,31% Akcje
CITIGROUP INC $233 127 327 1 841 739 0,30% Akcje

Pokaż wszystkich 2 648 właścicieli instytucjonalnych →

Insiderzy spółki 81 insiderów · 19 dyrektorzy generalni · 16 dyrektorzy

19
Insider Rola Ostatnia aktywność Posiadane akcje Kupna 12m Sprzedaże 12m Netto 12m
Louis E. Renjel EVP&CEO DEF&MW&ChiefCorpAffOff 11 maja 2026 S 21 415 0 3 $-1 406 701
Harry K. Sideris President, CEO 8 maja 2026 S 96 102 0 1 $-2 487 400
Kodwo Ghartey-Tagoe EVP&CEO DECarolinas&NatGasBus 2 marca 2026 S 47 017 0 2 $-2 400 693
Brian D Savoy EVP & CFO 26 lutego 2026 F 61 764 0 2 $-1 532 302
David L Hauser Grp Exec & CFO 4 kwietnia 2009 M 199 876 0 0 $0
James L Turner Grp Exec, Pres & COO US FEG 6 maja 2010 M 159 268 0 0 $0
Alexander J. Weintraub EVP, Chief Customer Officer 19 maja 2026 I 3 011 0 0 $0
Scott L. Batson EVP, Chief Pwr Grid Op Officer 1 kwietnia 2026 F 33 481 0 0 $0
Bonnie T. Titone EVP, Chief Admin Officer 1 kwietnia 2026 F 29 011 0 0 $0
Regis T. Repko SVP, System Planning&Construct 2 marca 2026 S 6 501 0 3 $-766 394
Olivia Cameron D. Mcdonald SVP, Chief Human Resources Off 26 lutego 2026 F 7 538 0 0 $0
Thomas Preston Gillespie Jr. EVP-Chf Gen Off-Entrp Op Excel 26 lutego 2026 F 60 150 0 0 $0
Robert Alexander Glenn EVP & Chief Legal Officer 26 lutego 2026 F 22 915 0 1 $-1 015 160
Cynthia S. Lee SVP, Chf Acct Off & Controller 26 lutego 2026 F 10 016 0 0 $0
Jeffrey J Lyash Executive VP, Energy Supply 20 listopada 2012 G 12 687 0 0 $0
Stephen G De May SVP Investor Rels & Treasurer 8 czerwca 2012 M 31 207 0 0 $0
Christopher C Rolfe Grp Exec & Chief Admin Officer 1 kwietnia 2009 M 89 487 0 0 $0
Henry B Barron JR Grp Exec;Chief Nuclear Officer 12 lutego 2008 M 45 773 0 0 $0
Thomas C Oconnor GrpExec&Pres, Commercial Bus 7 listopada 2007 M 52 092 0 0 $0
Theodore F Craver JR Dyrektor 18 maja 2026 G 19 193 0 0 $0
Michael J. Pacilio Dyrektor 7 maja 2026 A 1 591 0 0 $0
Derrick Burks Dyrektor 7 maja 2026 A · 0 0 $0
William E. Webster Jr. Dyrektor 7 maja 2026 A 1 061 0 0 $0
Jeffrey B. Guldner Dyrektor 7 maja 2026 A · 0 0 $0
Idalene Fay Kesner Dyrektor 7 maja 2026 A 747 0 0 $0
John T Herron Dyrektor 7 maja 2026 A 34 525 0 0 $0
Nicholas C Fanandakis Dyrektor 7 maja 2026 A 4 742 0 0 $0
Caroline Dorsa Dyrektor 7 maja 2026 A 12 723 0 0 $0
James E. Reinsch Dyrektor 1 maja 2014 A 10 000 0 0 $0
James E Rogers Dyrektor 31 grudnia 2013 F 872 129 0 0 $0
Philip R Sharp Dyrektor 2 maja 2013 A 12 716 0 0 $0
William Barnet III Dyrektor 2 maja 2013 A 16 611 0 0 $0
Dudley S Taft Dyrektor 30 listopada 2009 M 97 106 0 0 $0
Mary L Schapiro Dyrektor 15 stycznia 2009 M 34 823 0 0 $0
Robert M Davis · 7 maja 2026 A 14 262 0 0 $0
Webster Roy Dunbar · 7 maja 2026 A 1 591 0 0 $0
Thomas E Skains · 7 maja 2026 A 1 992 0 0 $0
Annette K Clayton · 7 maja 2026 A 595 0 0 $0
Marie E Mckee · 7 sierpnia 2025 S 1 0 0 $0
Lynn J Good · 26 lutego 2025 A 496 662 0 0 $0
Julia S Janson · 26 lutego 2025 S 69 768 0 0 $0
Steven K Young · 24 lutego 2024 F 151 720 0 0 $0
Ronald R Reising · 24 lutego 2024 F 12 216 0 0 $0
Dhiaa M. Jamil · 30 czerwca 2023 D 69 007 0 0 $0
Melody Birmingham · 5 maja 2022 F 8 733 0 0 $0
Michael G Browning · 4 kwietnia 2022 A 24 539 0 0 $0
Dwight L. Jacobs · 28 lutego 2021 F 4 858 0 0 $0
Douglas F Esamann · 28 lutego 2021 F 93 218 0 0 $0
Marya M Rose · 7 maja 2020 A 304 0 0 $0
William E Kennard · 7 maja 2020 A · 0 0 $0
Daniel R Dimicco · 7 maja 2020 A 10 459 0 0 $0
Charles W Moorman · 3 kwietnia 2020 A 304 0 0 $0
Carlos A Saladrigas · 3 kwietnia 2020 A · 0 0 $0
Melissa H. Anderson · 28 lutego 2020 F 19 522 0 0 $0
Lloyd M Yates · 26 sierpnia 2019 S 32 231 0 0 $0
James B Hyler JR · 9 lipca 2019 A · 0 0 $0
Frank H Yoho · 28 lutego 2019 F 28 780 0 0 $0
John H Forsgren · 14 maja 2018 S 0 0 0 $0
William E. Currens Jr. · 28 lutego 2018 A 6 203 0 0 $0
Angelakis Michael J · 11 lipca 2017 A 8 554 0 0 $0
Ann Maynard Gray · 5 kwietnia 2017 A 23 350 0 0 $0
James T Rhodes · 6 kwietnia 2016 A 11 378 0 0 $0
Harris E Deloach JR · 6 kwietnia 2016 A · 0 0 $0
Jennifer L Weber · 25 lutego 2016 F 11 273 0 0 $0
A R Mullinax · 25 lutego 2016 F 18 523 0 0 $0
Keith Trent · 15 maja 2015 S 10 071 0 0 $0
Marc E Manly · 15 maja 2015 S 23 321 0 0 $0
Richard A Meserve · 7 maja 2015 A 1 988 0 0 $0
James H Hance JR · 7 maja 2015 A 36 246 0 0 $0
George Alexander Bernhardt SR · 9 kwietnia 2015 A 666 0 0 $0
Phillip R Cox · 10 maja 2007 A 9 952 0 0 $0
Ruth G Shaw · 30 kwietnia 2007 A 61 289 0 0 $0
Collum William R Mc JR · 30 marca 2007 A 57 497 0 0 $0
Julie Dill · 30 listopada 2006 A 19 115 0 0 $0
Dennis R Hendrix · 6 listopada 2006 G 0 0 0 $0
Roger Agnelli · 19 października 2006 P 1 514 0 0 $0
Paul H Barry · 29 września 2006 A · 0 0 $0
Jim W Mogg · 31 sierpnia 2006 A 79 584 0 0 $0
Fred J Fowler · 18 sierpnia 2006 A 112 968 0 0 $0
Michael E J Phelps · 12 maja 2006 M 1 825 0 0 $0
William T Esrey · 12 maja 2006 M 33 995 0 0 $0

Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S

Posiadanie ETF-ów Posiadane przez 147 funduszy ETF

20

Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.

Fundusz Waga Jednostki Na dzień Źródło
FUTY · FIDELITY COVINGTON TRUST 6,36% 1 178 032 NS 31 lipca 2026 N-PORT
VPU · VANGUARD WORLD FUND 6,27% 5 327 631 SH 19 sierpnia 2026 Dziennie
IDU · iShares Trust 5,96% 645 699 SH 11 września 2026 Dziennie
UTSL · Direxion Shares ETF Trust 5,48% 16 541 NS 31 lipca 2026 N-PORT
JXI · iShares Trust 4,27% 107 342 SH 11 września 2026 Dziennie
ZAP · Global X Funds 4,05% 149 064 NS 31 lipca 2026 N-PORT
POWR · iShares, Inc. 3,74% 143 063 SH 11 września 2026 Dziennie
FPWR · First Trust Exchange-Traded Fund IV 3,55% 8 371 NS 31 lipca 2026 N-PORT
PUI · Invesco Exchange-Traded Fund Trust 3,44% 14 384 SH 1 października 2026 Dziennie
FXU · First Trust Exchange-Traded AlphaDE… 3,36% 222 651 NS 31 lipca 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3,29% 135 601 SH 1 października 2026 Dziennie
IGF · iShares Trust 2,67% 2 323 386 SH 11 września 2026 Dziennie
ESLV · Strategy Shares 2,42% 2 747 NS 31 lipca 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 2,17% 31 179 NS 31 lipca 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 2,05% 675 604 NS 31 lipca 2026 N-PORT
PAYR · Federated Hermes ETF Trust 1,86% 8 491 NS 31 lipca 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1,85% 510 000 1 października 2026 Dziennie
ELCV · Strategy Shares 1,77% 35 337 NS 31 lipca 2026 N-PORT
SPHD · Invesco Exchange-Traded Fund Trust … 1,48% 412 159 SH 1 października 2026 Dziennie
HDV · iShares Trust 1,44% 1 843 643 SH 11 września 2026 Dziennie
EIPX · First Trust Exchange-Traded Fund IV 1,41% 63 545 NS 31 lipca 2026 N-PORT
USMV · iShares Trust 1,38% 2 733 355 SH 11 września 2026 Dziennie
NFRA · FlexShares Trust 1,35% 324 192 NS 31 lipca 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 1,29% 2 221 934 1 października 2026 Dziennie
SPLV · Invesco Exchange-Traded Fund Trust … 1,27% 768 770 SH 1 października 2026 Dziennie
ACWV · iShares, Inc. 1,15% 323 710 SH 11 września 2026 Dziennie
VFMV · VANGUARD WELLINGTON FUND 1,11% 36 845 SH 19 sierpnia 2026 Dziennie
FDVV · FIDELITY COVINGTON TRUST 1,10% 893 699 NS 31 lipca 2026 N-PORT
HUSV · First Trust Exchange-Traded Fund III 1,10% 6 483 NS 31 lipca 2026 N-PORT
ESUM · Strategy Shares 1,06% 15 391 NS 31 lipca 2026 N-PORT
FDV · Federated Hermes ETF Trust 1,00% 70 415 NS 31 lipca 2026 N-PORT
DYNF · BlackRock ETF Trust 0,97% 3 388 295 SH 11 września 2026 Dziennie
EQWL · Invesco Exchange-Traded Fund Trust 0,97% 233 872 SH 1 października 2026 Dziennie
QLV · FlexShares Trust 0,84% 10 920 NS 31 lipca 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0,78% 8 879 SH 1 października 2026 Dziennie
ACIO · ETF Series Solutions 0,74% 139 500 NS 31 lipca 2026 N-PORT
ADME · ETF Series Solutions 0,73% 17 071 NS 31 lipca 2026 N-PORT
DGRO · iShares Trust 0,70% 2 522 550 SH 11 września 2026 Dziennie
BSCT · Invesco Exchange-Traded Self-Indexe… 0,69% 21 161 000 1 października 2026 Dziennie
BSCR · Invesco Exchange-Traded Self-Indexe… 0,68% 31 265 000 1 października 2026 Dziennie
FTA · First Trust Exchange-Traded AlphaDE… 0,68% 75 979 NS 31 lipca 2026 N-PORT
QDEF · FlexShares Trust 0,68% 29 520 NS 31 lipca 2026 N-PORT
PFF · iShares Trust 0,65% 3 667 583 SH 11 września 2026 Dziennie
VMAX · Lattice Strategies Trust 0,59% 2 308 NS 31 lipca 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0,58% 17 550 000 1 października 2026 Dziennie
VRP · Invesco Exchange-Traded Fund Trust … 0,52% 15 607 000 1 października 2026 Dziennie
VLLU · Harbor ETF Trust 0,50% 183 NS 31 lipca 2026 N-PORT
MGV · VANGUARD WORLD FUND 0,46% 489 137 SH 19 sierpnia 2026 Dziennie
BSCS · Invesco Exchange-Traded Self-Indexe… 0,45% 16 200 000 1 października 2026 Dziennie
LGDX · Tidal Trust III 0,42% 4 752 NS 31 lipca 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0,41% 3 111 744 SH 19 sierpnia 2026 Dziennie
VTV · VANGUARD INDEX FUNDS 0,37% 7 400 352 SH 19 sierpnia 2026 Dziennie
PFIG · Invesco Exchange-Traded Fund Trust … 0,37% 505 000 1 października 2026 Dziennie
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,36% 13 069 NS 31 lipca 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,36% 44 527 NS 31 lipca 2026 N-PORT
IWX · iShares Trust 0,35% 112 657 SH 11 września 2026 Dziennie
FAB · First Trust Exchange-Traded AlphaDE… 0,34% 4 588 NS 31 lipca 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0,34% 179 452 SH 19 sierpnia 2026 Dziennie
PFM · Invesco Exchange-Traded Fund Trust 0,33% 22 206 SH 1 października 2026 Dziennie
IVE · iShares Trust 0,31% 1 294 804 SH 11 września 2026 Dziennie
FDLO · FIDELITY COVINGTON TRUST 0,31% 34 885 NS 31 lipca 2026 N-PORT
FDRR · FIDELITY COVINGTON TRUST 0,30% 17 825 NS 31 lipca 2026 N-PORT
IUSV · iShares Trust 0,30% 682 553 SH 11 września 2026 Dziennie
BSCQ · Invesco Exchange-Traded Self-Indexe… 0,29% 9 375 000 30 września 2026 Dziennie
FVAL · FIDELITY COVINGTON TRUST 0,28% 30 087 NS 31 lipca 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,28% 470 495 SH 19 sierpnia 2026 Dziennie
ILCV · iShares Trust 0,27% 30 312 SH 11 września 2026 Dziennie
IWD · iShares Trust 0,25% 1 731 299 SH 11 września 2026 Dziennie
PRF · Invesco Exchange-Traded Fund Trust 0,25% 212 351 SH 1 października 2026 Dziennie
ROUS · Lattice Strategies Trust 0,24% 13 764 NS 31 lipca 2026 N-PORT
EGLE · Global X Funds 0,23% 40 NS 31 lipca 2026 N-PORT
DIVB · iShares Trust 0,22% 38 141 SH 11 września 2026 Dziennie
EUSA · iShares, Inc. 0,20% 31 570 SH 11 września 2026 Dziennie
EQAL · Invesco Exchange-Traded Fund Trust … 0,20% 13 605 SH 1 października 2026 Dziennie
NEAR · iShares U.S. ETF Trust 0,20% 10 058 000 SH 11 września 2026 Dziennie
OEF · iShares Trust 0,19% 328 885 SH 11 września 2026 Dziennie
RSP · Invesco Exchange-Traded Fund Trust 0,19% 1 624 348 SH 1 października 2026 Dziennie
MGC · VANGUARD WORLD FUND 0,19% 155 416 SH 19 sierpnia 2026 Dziennie
LRGF · iShares Trust 0,18% 56 733 SH 11 września 2026 Dziennie
QVML · Invesco Exchange-Traded Fund Trust … 0,18% 26 637 SH 1 października 2026 Dziennie
SIZE · iShares Trust 0,18% 6 271 SH 11 września 2026 Dziennie
TOPC · iShares Trust 0,17% 473 SH 11 września 2026 Dziennie
IWL · iShares Trust 0,17% 30 369 SH 11 września 2026 Dziennie
RWL · Invesco Exchange-Traded Fund Trust … 0,16% 137 648 SH 1 października 2026 Dziennie
VV · VANGUARD INDEX FUNDS 0,16% 908 903 SH 19 sierpnia 2026 Dziennie
CATH · Global X Funds 0,15% 15 847 NS 31 lipca 2026 N-PORT
XYLD · Global X Funds 0,15% 39 194 NS 31 lipca 2026 N-PORT
XRMI · Global X Funds 0,15% 603 NS 31 lipca 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 107 214 NS 31 lipca 2026 N-PORT
PTLC · Pacer Funds Trust 0,15% 39 331 NS 31 lipca 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,15% 65 958 NS 31 lipca 2026 N-PORT
CHRI · Global X Funds 0,15% 96 NS 31 lipca 2026 N-PORT
VOTE · TCW ETF Trust 0,15% 13 151 NS 31 lipca 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,15% 20 252 997 SH 19 sierpnia 2026 Dziennie
XTR · Global X Funds 0,15% 57 NS 31 lipca 2026 N-PORT
XYLG · Global X Funds 0,15% 756 NS 31 lipca 2026 N-PORT
XCLR · Global X Funds 0,15% 42 NS 31 lipca 2026 N-PORT
VOXP · Advisors Series Trust 0,14% 66 NS 31 lipca 2026 N-PORT
IVV · iShares Trust 0,14% 9 826 456 SH 11 września 2026 Dziennie
DFUS · Dimensional ETF Trust 0,14% 235 765 NS 31 lipca 2026 N-PORT
ILCB · iShares Trust 0,14% 15 139 SH 11 września 2026 Dziennie
VTI · VANGUARD INDEX FUNDS 0,14% 24 704 404 SH 19 sierpnia 2026 Dziennie
VONE · VANGUARD SCOTTSDALE FUNDS 0,14% 128 944 SH 19 sierpnia 2026 Dziennie
VTHR · VANGUARD SCOTTSDALE FUNDS 0,14% 65 588 SH 19 sierpnia 2026 Dziennie
TOV · EA Series Trust 0,14% 3 012 NS 31 lipca 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0,14% 2 941 NS 31 lipca 2026 N-PORT
QDPL · Pacer Funds Trust 0,14% 18 754 NS 31 lipca 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0,14% 4 639 SH 1 października 2026 Dziennie
PBUS · Invesco Exchange-Traded Fund Trust … 0,13% 134 615 SH 1 października 2026 Dziennie
IYY · iShares Trust 0,13% 33 592 SH 11 września 2026 Dziennie
IWB · iShares Trust 0,13% 539 734 SH 11 września 2026 Dziennie
PEVC · Pacer Funds Trust 0,13% 25 NS 31 lipca 2026 N-PORT
IWV · iShares Trust 0,13% 215 229 SH 11 września 2026 Dziennie
ITOT · iShares Trust 0,13% 1 012 345 SH 11 września 2026 Dziennie
HCMT · Direxion Shares ETF Trust 0,12% 5 424 NS 31 lipca 2026 N-PORT
ACVF · ETF Opportunities Trust 0,12% 1 457 NS 31 lipca 2026 N-PORT
TILT · FlexShares Trust 0,12% 20 856 NS 31 lipca 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0,11% 60 947 NS 31 lipca 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,11% 614 SH 30 września 2026 Dziennie
DFAU · Dimensional ETF Trust 0,11% 111 071 NS 31 lipca 2026 N-PORT
TOK · iShares Trust 0,11% 2 157 SH 11 września 2026 Dziennie
URTH · iShares, Inc. 0,10% 69 605 SH 11 września 2026 Dziennie
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 6 568 NS 31 lipca 2026 N-PORT
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 374 NS 31 lipca 2026 N-PORT
ACWI · iShares Trust 0,09% 248 965 SH 11 września 2026 Dziennie
USCL · iShares Trust 0,09% 20 570 SH 11 września 2026 Dziennie
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,08% 636 493 SH 19 sierpnia 2026 Dziennie
OMFL · Invesco Exchange-Traded Self-Indexe… 0,08% 32 715 SH 1 października 2026 Dziennie
DCOR · Dimensional ETF Trust 0,07% 19 351 NS 31 lipca 2026 N-PORT
GTO · Invesco Actively Managed Exchange-T… 0,05% 1 685 200 1 października 2026 Dziennie
DFAC · Dimensional ETF Trust 0,04% 140 524 NS 31 lipca 2026 N-PORT
GTOS · Invesco Actively Managed Exchange-T… 0,01% 13 000 30 września 2026 Dziennie
BIV · VANGUARD BOND INDEX FUNDS · · 15 lipca 2026 Dziennie
BLV · VANGUARD BOND INDEX FUNDS · · 15 lipca 2026 Dziennie
BSV · VANGUARD BOND INDEX FUNDS · · 15 lipca 2026 Dziennie
BND · VANGUARD BOND INDEX FUNDS · · 15 lipca 2026 Dziennie
VUSB · VANGUARD BOND INDEX FUNDS · · 15 lipca 2026 Dziennie
VCRB · VANGUARD MALVERN FUNDS · · 15 lipca 2026 Dziennie
VPLS · VANGUARD MALVERN FUNDS · · 15 lipca 2026 Dziennie
VGMS · VANGUARD MALVERN FUNDS · · 15 lipca 2026 Dziennie
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 lipca 2026 Dziennie
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 lipca 2026 Dziennie
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 lipca 2026 Dziennie
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 lipca 2026 Dziennie
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 lipca 2026 Dziennie
IFRA · iShares Trust · 952 157 SH 11 września 2026 Dziennie
BNDX · VANGUARD CHARLOTTE FUNDS · · 15 lipca 2026 Dziennie

DUK Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu

21
ocena · 27 analityków KUP
Średni cel $136.00 +19,2%
4 14,8% Mocne kupno
11 40,7% Kup
11 40,7% Trzymaj
1 3,7% Sprzedaj
0 0,0% Mocna sprzedaż

12-miesięczny cel cenowy

18 analityków · 2026-10-02

Średnia cel $136.11 +19,3%

← Poniżej wszystkich celów Aktualna cena $114.13
Niski$127.00 Średnia$136.11 Wysoki$147.00

Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora

22

Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.

Ticker Kapitalizacja Rynkowa P/E Przychody r/r Marża Netto ROE Marża brutto
DUK $91.19B 18.6 5.6% 15.7% 9.7% ·
NEE $167.22B 24.3 9.8% 26.5% 13.1% ·
SO · · · · · ·
CEG $110.22B 47.7 8.3% 9.1% 16.8% ·
AEP · 17.3 10.9% 16.9% 12.7% ·
XEL $46.06B 21.6 · · 9.4% ·
ETR · 23.6 9.0% 13.7% 11.1% ·
EXC $44.59B 15.3 5.3% 11.4% 9.9% ·
PCG $35.32B 13.6 2.1% 10.8% 8.6% ·
FE $25.87B 25.4 12.0% 6.8% 8.2% ·
PPL · · · · · ·

Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie

23

Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku

25

Obecnie brak otwartego sygnału — żadna karta nie jest wypełniona, i to jest uczciwe.

Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów

26

Wybierz wskaźniki, które są dla Ciebie ważne — kliknij + obok dowolnego wiersza w sekcji Pełne dane fundamentalne powyżej.

Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.

Źródło: SEC 10-K złożone Lut 26, 2026