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DUK US​
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Duke Energy CORP(DUK US)

$129.43+1.931.51%(Market Open · 16:54:36 UTC)
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  • Home
  • AI Agent
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  • Pricing and plans
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    Terms of servicePrivacy policy
  • Get the full experience

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DUK US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings

Duke Energy CORP(DUK US)

$129.43+1.931.51%(Market Open · 16:54:36 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingShort InterestEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Financials & Metrics

FinancialsChartingShort InterestEmployees

Duke Energy CORP — Company Profile

Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.

Sector
Utilities
Industry
Electric Utilities
Exchange
UN
CEO
Harry K. Sideris
Headquarters
Charlotte, NC, US
IPO Date
Mar 17, 1980
Employees
26,441
Website
www.duke-energy.com

Key Metrics

Duke Energy CORP — Company Profile

Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.

Sector
Utilities
Industry
Electric Utilities
Exchange
UN
CEO
Harry K. Sideris
Headquarters
Charlotte, NC, US
IPO Date
Mar 17, 1980
Employees
26,441
Website
www.duke-energy.com

Key Metrics

Price
$114.13
Market Cap
$88.98B
Revenue (TTM)
$9.18B
Net Income (TTM)
$1.55B
EPS (TTM)
1.97
P/E (TTM)
17.31
P/B (TTM)
1.63
Dividend Yield
3.52%
ROE (TTM)
2.85%
ROA (TTM)
0.78%
Operating Margin
29.69%
Beta
-0.23

Dividends

Last Dividend
$1.06
Last Yield
0.04%

Summary

Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.

Website
www.duke-energy.com
Location
Charlotte, NC, US
Phone704 382 3853
Employees26,441
CEOHarry K. Sideris
Sector
Utilities
Industry
Electric Utilities
IPO DateMar 17, 1980

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(3.2K)

Expand
  • Form 144Renjel Louis E.10 Nov
  • 8-KEntry into a Material Definitive Agreement9 Nov
  • 10-QQ3ended 30 Sept 20265 Nov
  • 8-KResults of Operations and Financial Condition4 Nov
  • Form 4Titone Bonnie B.3 Nov
  • Form 144Titone Bonnie B.30 Oct
  • Form 4Kesner Idalene Fay8 Oct
  • Form 4Mullen Joyce A30 Sep
  • Form 3Mullen Joyce A29 Sep
  • 424B3Prospectus filing (Rule 424(b)(3))28 Sep
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers25 Sep
  • CERTCERT13 Aug
  • 8-A12BRegistration of securities (Section 12(b))13 Aug
  • 8-KOther Events13 Aug
  • 424B5Prospectus filing (Rule 424(b)(5))11 Aug
  • FWPFree writing prospectus10 Aug
  • 424B5Prospectus filing (Rule 424(b)(5))10 Aug
  • 8-KRegulation FD Disclosure5 Aug
  • 10-QQ2ended 30 Jun 20264 Aug
  • 8-KResults of Operations and Financial Condition3 Aug

News

  • SPLV Lost $107,460 on $300,000 in the 2020 Crash, More Than VOO’s $102,03011 Nov
  • Investors Heavily Search Duke Energy Corporation (DUK): Here is What You Need to Know11 Nov
  • Duke Energy Corporation $DUK Stock Purchased by Allspring Global Investments Holdings LLC11 Nov
  • Brighton Jones LLC Purchases 4,171 Shares of Duke Energy Corporation $DUK11 Nov
  • Duke Energy Florida plans 4 new solar energy sites to deliver $1B in customer savings10 Nov
  • US power demand to beat record highs in 2026 and 2027 as AI use surges, EIA says10 Nov
  • $300,000 in Duke Energy, Philip Morris and Johnson & Johnson: Here's What It Pays10 Nov
  • After the Democratic Midterm Sweep: 4 Dividend Stocks Built for Gridlock9 Nov
  • Duke Energy Q3 Earnings Call Highlights6 Nov
  • $600,000 in Dividend Stocks: How a Roth IRA Could Save You $4,460 a Year6 Nov
  • Duke Energy Q3 Earnings Call Highlights Rising Capital Needs6 Nov
  • These 6 Utility Stocks Offer Income and a Link to Power Demand6 Nov
  • Duke Energy launches annual monthlong campaign with more than $500,000 to spotlight food insecurity across South Carolina5 Nov
  • Duke Energy Corporation (DUK) Q3 2026 Earnings Call Transcript5 Nov
  • Duke Energy Q3 Earnings Surpass Estimates on 2% Retail Load Growth5 Nov
  • Treasury Yields Are Falling. These 3 Dividend Stocks Could Be Big Winners5 Nov
  • Duke Energy (DUK) Q3 Earnings and Revenues Beat Estimates5 Nov
  • Duke Energy reports third-quarter 2026 financial results5 Nov
  • 3 of the Best Dividend Stocks to Own4 Nov
  • Duke Energy to Post Q3 Earnings: Here's What You Need to Know4 Nov

Mentions in Filings

  • *Ocean Park High Income ETF* DUKH **Primary Listing Exchange for the Fund: The NASDAQ Stock Market LLC** **Summary Prospectus** **October 28, 2026** Before you invest, you may want to review the Fund’s prospectus, which contains more information about the Fund and its risks. The Fund’s prospectus and Statement of Additional Information, both dated October 28, 2026, is incorporated by reference into this Summary Prospectus. You can find the F …
    Northern Lights Fund TrustDuke Energy CORP·497K - Form 497K - Summary prospectus·Q3 27·6 Nov
  • … 0 Fund, Ocean Park Tactical Risk Spectrum 70 Fund, Ocean Park Tactical Core Growth Fund, BTS Enhanced Equity Income Fund, Ocean Park Domestic ETF, Ocean Park International ETF, Ocean Park Diversified Income ETF, <strong>Ocean Park High Income ETF</strong>, Grant Park Dynamic Allocation Fund, DF Innovation ETF and Winton Managed Futures Trend Fund pursuant to a Custody Agreement between USB and the Trust. Fifth Third Bank (“Fifth Third”), 38 Fountain Square Plaza …
    Northern Lights Fund TrustDuke Energy CORP·485APOS - Post-effective amendment (open-end investment companies)·Q2 27·28 Aug
  • … These payments may create a conflict of interest by influencing the broker-dealer or other intermediary and your salesperson to recommend the Fund over another investment. Ask your salesperson or visit your financial intermediary’s website for more information. | | | --- | | 15 | **FUND SUMMARY – <strong>OCEAN PARK HIGH INCOME ETF</strong>** **Investment Objectives:** The Fund has two objectives, to provide total return and to limit exposure to downside risk.
    Northern Lights Fund TrustDuke Energy CORP·497 - Form 497 - Definitive materials (investment companies)·Q3 27·2 Nov
  • … 6 | 0001580642-26-007046 | October 23, 2026 | | Ocean Park Diversified Income ETF | 1560 | 0001580642-26-007132 | October 27, 2026 | | Ocean Park Domestic ETF | 1560 | 0001580642-26-007132 | October 27, 2026 | | <strong>Ocean Park High Income ETF</strong> | 1560 | 0001580642-26-007132 | October 27, 2026 | | Ocean Park International ETF | 1560 | 0001580642-26-007132 | October 27, 2026 | | Winton Managed Future Trend Fund | 1559 | 0001580642-26-007118 | October 26, …
    Northern Lights Fund TrustDuke Energy CORP·497J - Form 497J - Certification of no changes (investment companies)·Q2 27·29 Oct
  • … (d)(160) | Investment Advisory Agreement between Ocean Park Asset Management, LLC and the Registrant, with respect to Ocean Park Domestic ETF, Ocean Park International ETF, Ocean Park Diversified Income ETF and <strong>Ocean Park High Income ETF</strong> previously filed on July 1, 2024 to the Registrant’s Registration Statement in Post-Effective Amendment No. 1463, and hereby incorporated by reference. | | (d)(161) | Sub Advisory Agreement between Ocean Park As …
    Northern Lights Fund TrustDuke Energy CORP·485APOS - Post-effective amendment (open-end investment companies)·Q2 27·20 Oct
  • … (d)(160) | Investment Advisory Agreement between Ocean Park Asset Management, LLC and the Registrant, with respect to Ocean Park Domestic ETF, Ocean Park International ETF, Ocean Park Diversified Income ETF and <strong>Ocean Park High Income ETF</strong> previously filed on July 1, 2024 to the Registrant’s Registration Statement in Post-Effective Amendment No. 1463, and hereby incorporated by reference. | | (d)(161) | Sub Advisory Agreement between Ocean Park As …
    Northern Lights Fund TrustDuke Energy CORP·485APOS - Post-effective amendment (open-end investment companies)·Q2 27·21 Sep

Key Stats

Trading

Px/Chg 1D$114.13 / +0.34%
Avg Volume3.80M
Beta-0.23
Mkt Cap88.98B
FD Mkt Cap93.51B

Float

Shrs Out/Float779.60M / 777.66M
Short Float0.02%
Days to Cover4.21
Stock Repurchased$0.00

Current Valuation

EV181.04B
EV/EBITDA11.28
EV/Sales5.44
P/B1.63
P/S2.67
FCF Yield-2.90%
ROE2.85%
ROA0.78%
Current Ratio0.66

Dividend

Cash$1.07
Yield3.52%
Yield (TTM)3.52%

Estimates

P/E17.31
Est P/E0.00
Est EPS1.87
Est PEG0.00

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings41.8729.8618.0220.6783.6457.17
Price / Sales6.102.652.663.0712.489.65
Price / Book Value1.701.541.581.861.911.63
Price / Free Cash Flow330.28-14.00-28.401,942.06-213.88-34.40
ENTERPRISE VALUE METRICS
Enterprise Value173,704.9155,148.0160,664.8180,237.0191,802.7180,671.9
Enterprise Value / Sales12.145.395.535.9424.1619.69
Enterprise Value / EBITDA25.4612.5511.5912.0251.4539.67
Enterprise Value / EBIT42.3623.8120.6521.0183.2563.06

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue7%24,621.028,768.029,060.030,357.032,237.0
Gross Income-4%11,958.012,976.013,756.015,197.010,174.0
EBITDA7.2%11,861.012,360.013,865.014,997.015,670.0
EBIT10.8%6,198.06,517.07,781.08,578.09,346.0
Net Income6.2%3,908.02,550.04,296.04,510.04,968.0
EPS (Diluted)6.3%4.943.175.435.716.31
BALANCE SHEET
Cash & ST Inv-7.9%341.0409.0253.0314.0245.0
Total Assets3.7%169,587.0178,086.0176,893.0186,343.0195,736.0
Total Liabilities4.8%118,451.0126,233.0126,707.0135,088.0142,717.0
Total Shareholder Equity1.3%49,296.049,322.049,111.050,126.051,842.0
CASH FLOW
Net Operating Cash Flow10.5%8,290.05,927.09,878.012,328.012,352.0
Cap Ex9.6%-9,715.0-11,367.0-12,604.0-12,280.0-14,024.0
Free Cash Flow4.1%-1,425.0-5,440.0-2,726.048.0-1,672.0

Enterprise Value Bridge

Millions USD11 Nov '26
Price (As of 11 Nov '26)127.94
Basic Shares779.60
Market Cap99,741.5
Diluted Shares780.00
Fully Diluted Shares Outstanding780.00
Fully Diluted Market Cap99,793.2
+Consolidated Debt93,780.0
−In-the-Money Convertible Debt—
+Capital Leases991.0
+Operating Leases—
−Cash & Equivalents-451.0
−Short-term Investments-
+Total Preferred973.0
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest2,165.0
+Pension Liabilities—
Enterprise Value196,208.5

Segment data

Revenue

by Products and services

  • Other Revenues100%

Revenue

by Geography

  • United States100%

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SSE plc/ADR

SSEZY US

Price
$114.13
Market Cap
$88.98B
Revenue (TTM)
$9.18B
Net Income (TTM)
$1.55B
EPS (TTM)
1.97
P/E (TTM)
17.31
P/B (TTM)
1.63
Dividend Yield
3.52%
ROE (TTM)
2.85%
ROA (TTM)
0.78%
Operating Margin
29.69%
Beta
-0.23

Dividends

Last Dividend
$1.06
Last Yield
0.04%

Summary

Duke Energy Corporation, an energy provider operating across the United States with its various affiliates, structures its operations into three primary divisions: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure division is responsible for generating, transmitting, distributing, and retailing electricity across the Carolinas, Florida, and the Midwestern states. Its power generation relies on a diverse portfolio of fuel sources, including coal, hydroelectric, natural gas, oil, renewable technologies, and nuclear energy. Beyond direct retail sales, it also provides electricity at wholesale rates to various entities such as municipalities, electric cooperative utilities, and other load-serving organizations. This segment caters to approximately 8.2 million customers spanning six states within the Southeastern and Midwestern U.S., encompassing a service area of about 91,000 square miles, and boasts an impressive generating capacity of approximately 50,259 megawatts. The Gas Utilities and Infrastructure segment focuses on the distribution of natural gas to a broad customer base, including residential homes, commercial enterprises, industrial facilities, and power generation plants. It also manages, operates, and invests in essential pipeline transmission networks and natural gas storage facilities. This segment serves around 1.6 million customers in total, with roughly 1.1 million located in North Carolina, South Carolina, and Tennessee, and an additional 550,000 customers in southwestern Ohio and northern Kentucky. Through its Commercial Renewables division, Duke Energy is actively involved in the acquisition, development, construction, ownership, and operation of wind and solar power projects. This includes offering non-regulated renewable energy and energy storage solutions to a variety of clients, such as utility companies, electric cooperatives, municipal governments, and corporate entities. The division's portfolio comprises 23 wind farms, 178 solar installations, two battery storage sites, and 71 fuel cell locations, totaling a substantial capacity of 3,554 MW spread across 22 different states. Established in 1904, the company was initially known as Duke Energy Holding Corp. before adopting its current name, Duke Energy Corporation, in April 2005. Its corporate headquarters are situated in Charlotte, North Carolina.

Website
www.duke-energy.com
Location
Charlotte, NC, US
Phone704 382 3853
Employees26,441
CEOHarry K. Sideris
Sector
Utilities
Industry
Electric Utilities
IPO DateMar 17, 1980

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(3.2K)

Expand
  • Form 144Renjel Louis E.10 Nov
  • 8-KEntry into a Material Definitive Agreement9 Nov
  • 10-QQ3ended 30 Sept 20265 Nov
  • 8-KResults of Operations and Financial Condition4 Nov
  • Form 4Titone Bonnie B.3 Nov
  • Form 144Titone Bonnie B.30 Oct
  • Form 4Kesner Idalene Fay8 Oct
  • Form 4Mullen Joyce A30 Sep
  • Form 3Mullen Joyce A29 Sep
  • 424B3Prospectus filing (Rule 424(b)(3))28 Sep
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers25 Sep
  • CERTCERT13 Aug
  • 8-A12BRegistration of securities (Section 12(b))13 Aug
  • 8-KOther Events13 Aug
  • 424B5Prospectus filing (Rule 424(b)(5))11 Aug
  • FWPFree writing prospectus10 Aug
  • 424B5Prospectus filing (Rule 424(b)(5))10 Aug
  • 8-KRegulation FD Disclosure5 Aug
  • 10-QQ2ended 30 Jun 20264 Aug
  • 8-KResults of Operations and Financial Condition3 Aug

News

  • SPLV Lost $107,460 on $300,000 in the 2020 Crash, More Than VOO’s $102,03011 Nov
  • Investors Heavily Search Duke Energy Corporation (DUK): Here is What You Need to Know11 Nov
  • Duke Energy Corporation $DUK Stock Purchased by Allspring Global Investments Holdings LLC11 Nov
  • Brighton Jones LLC Purchases 4,171 Shares of Duke Energy Corporation $DUK11 Nov
  • Duke Energy Florida plans 4 new solar energy sites to deliver $1B in customer savings10 Nov
  • US power demand to beat record highs in 2026 and 2027 as AI use surges, EIA says10 Nov
  • $300,000 in Duke Energy, Philip Morris and Johnson & Johnson: Here's What It Pays10 Nov
  • After the Democratic Midterm Sweep: 4 Dividend Stocks Built for Gridlock9 Nov
  • Duke Energy Q3 Earnings Call Highlights6 Nov
  • $600,000 in Dividend Stocks: How a Roth IRA Could Save You $4,460 a Year6 Nov
  • Duke Energy Q3 Earnings Call Highlights Rising Capital Needs6 Nov
  • These 6 Utility Stocks Offer Income and a Link to Power Demand6 Nov
  • Duke Energy launches annual monthlong campaign with more than $500,000 to spotlight food insecurity across South Carolina5 Nov
  • Duke Energy Corporation (DUK) Q3 2026 Earnings Call Transcript5 Nov
  • Duke Energy Q3 Earnings Surpass Estimates on 2% Retail Load Growth5 Nov
  • Treasury Yields Are Falling. These 3 Dividend Stocks Could Be Big Winners5 Nov
  • Duke Energy (DUK) Q3 Earnings and Revenues Beat Estimates5 Nov
  • Duke Energy reports third-quarter 2026 financial results5 Nov
  • 3 of the Best Dividend Stocks to Own4 Nov
  • Duke Energy to Post Q3 Earnings: Here's What You Need to Know4 Nov

Mentions in Filings

  • *Ocean Park High Income ETF* DUKH **Primary Listing Exchange for the Fund: The NASDAQ Stock Market LLC** **Summary Prospectus** **October 28, 2026** Before you invest, you may want to review the Fund’s prospectus, which contains more information about the Fund and its risks. The Fund’s prospectus and Statement of Additional Information, both dated October 28, 2026, is incorporated by reference into this Summary Prospectus. You can find the F …
    Northern Lights Fund TrustDuke Energy CORP·497K - Form 497K - Summary prospectus·Q3 27·6 Nov
  • … 0 Fund, Ocean Park Tactical Risk Spectrum 70 Fund, Ocean Park Tactical Core Growth Fund, BTS Enhanced Equity Income Fund, Ocean Park Domestic ETF, Ocean Park International ETF, Ocean Park Diversified Income ETF, <strong>Ocean Park High Income ETF</strong>, Grant Park Dynamic Allocation Fund, DF Innovation ETF and Winton Managed Futures Trend Fund pursuant to a Custody Agreement between USB and the Trust. Fifth Third Bank (“Fifth Third”), 38 Fountain Square Plaza …
    Northern Lights Fund TrustDuke Energy CORP·485APOS - Post-effective amendment (open-end investment companies)·Q2 27·28 Aug
  • … These payments may create a conflict of interest by influencing the broker-dealer or other intermediary and your salesperson to recommend the Fund over another investment. Ask your salesperson or visit your financial intermediary’s website for more information. | | | --- | | 15 | **FUND SUMMARY – <strong>OCEAN PARK HIGH INCOME ETF</strong>** **Investment Objectives:** The Fund has two objectives, to provide total return and to limit exposure to downside risk.
    Northern Lights Fund TrustDuke Energy CORP·497 - Form 497 - Definitive materials (investment companies)·Q3 27·2 Nov
  • … 6 | 0001580642-26-007046 | October 23, 2026 | | Ocean Park Diversified Income ETF | 1560 | 0001580642-26-007132 | October 27, 2026 | | Ocean Park Domestic ETF | 1560 | 0001580642-26-007132 | October 27, 2026 | | <strong>Ocean Park High Income ETF</strong> | 1560 | 0001580642-26-007132 | October 27, 2026 | | Ocean Park International ETF | 1560 | 0001580642-26-007132 | October 27, 2026 | | Winton Managed Future Trend Fund | 1559 | 0001580642-26-007118 | October 26, …
    Northern Lights Fund TrustDuke Energy CORP·497J - Form 497J - Certification of no changes (investment companies)·Q2 27·29 Oct
  • … (d)(160) | Investment Advisory Agreement between Ocean Park Asset Management, LLC and the Registrant, with respect to Ocean Park Domestic ETF, Ocean Park International ETF, Ocean Park Diversified Income ETF and <strong>Ocean Park High Income ETF</strong> previously filed on July 1, 2024 to the Registrant’s Registration Statement in Post-Effective Amendment No. 1463, and hereby incorporated by reference. | | (d)(161) | Sub Advisory Agreement between Ocean Park As …
    Northern Lights Fund TrustDuke Energy CORP·485APOS - Post-effective amendment (open-end investment companies)·Q2 27·20 Oct
  • … (d)(160) | Investment Advisory Agreement between Ocean Park Asset Management, LLC and the Registrant, with respect to Ocean Park Domestic ETF, Ocean Park International ETF, Ocean Park Diversified Income ETF and <strong>Ocean Park High Income ETF</strong> previously filed on July 1, 2024 to the Registrant’s Registration Statement in Post-Effective Amendment No. 1463, and hereby incorporated by reference. | | (d)(161) | Sub Advisory Agreement between Ocean Park As …
    Northern Lights Fund TrustDuke Energy CORP·485APOS - Post-effective amendment (open-end investment companies)·Q2 27·21 Sep

Key Stats

Trading

Px/Chg 1D$114.13 / +0.34%
Avg Volume3.80M
Beta-0.23
Mkt Cap88.98B
FD Mkt Cap93.51B

Float

Shrs Out/Float779.60M / 777.66M
Short Float0.02%
Days to Cover4.21
Stock Repurchased$0.00

Current Valuation

EV181.04B
EV/EBITDA11.28
EV/Sales5.44
P/B1.63
P/S2.67
FCF Yield-2.90%
ROE2.85%
ROA0.78%
Current Ratio0.66

Dividend

Cash$1.07
Yield3.52%
Yield (TTM)3.52%

Estimates

P/E17.31
Est P/E0.00
Est EPS1.87
Est PEG0.00

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings41.8729.8618.0220.6783.6457.17
Price / Sales6.102.652.663.0712.489.65
Price / Book Value1.701.541.581.861.911.63
Price / Free Cash Flow330.28-14.00-28.401,942.06-213.88-34.40
ENTERPRISE VALUE METRICS
Enterprise Value173,704.9155,148.0160,664.8180,237.0191,802.7180,671.9
Enterprise Value / Sales12.145.395.535.9424.1619.69
Enterprise Value / EBITDA25.4612.5511.5912.0251.4539.67
Enterprise Value / EBIT42.3623.8120.6521.0183.2563.06

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue7%24,621.028,768.029,060.030,357.032,237.0
Gross Income-4%11,958.012,976.013,756.015,197.010,174.0
EBITDA7.2%11,861.012,360.013,865.014,997.015,670.0
EBIT10.8%6,198.06,517.07,781.08,578.09,346.0
Net Income6.2%3,908.02,550.04,296.04,510.04,968.0
EPS (Diluted)6.3%4.943.175.435.716.31
BALANCE SHEET
Cash & ST Inv-7.9%341.0409.0253.0314.0245.0
Total Assets3.7%169,587.0178,086.0176,893.0186,343.0195,736.0
Total Liabilities4.8%118,451.0126,233.0126,707.0135,088.0142,717.0
Total Shareholder Equity1.3%49,296.049,322.049,111.050,126.051,842.0
CASH FLOW
Net Operating Cash Flow10.5%8,290.05,927.09,878.012,328.012,352.0
Cap Ex9.6%-9,715.0-11,367.0-12,604.0-12,280.0-14,024.0
Free Cash Flow4.1%-1,425.0-5,440.0-2,726.048.0-1,672.0

Enterprise Value Bridge

Millions USD11 Nov '26
Price (As of 11 Nov '26)127.94
Basic Shares779.60
Market Cap99,741.5
Diluted Shares780.00
Fully Diluted Shares Outstanding780.00
Fully Diluted Market Cap99,793.2
+Consolidated Debt93,780.0
−In-the-Money Convertible Debt—
+Capital Leases991.0
+Operating Leases—
−Cash & Equivalents-451.0
−Short-term Investments-
+Total Preferred973.0
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest2,165.0
+Pension Liabilities—
Enterprise Value196,208.5

Segment data

Revenue

by Products and services

  • Other Revenues100%

Revenue

by Geography

  • United States100%

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