What happened
Duke Energy (NYSE: DUK) Executive Vice President and Chief Financial Officer Brian D. Savoy completed a block sale of company stock valued at $1,532,319 on February 23, 2026. The sale comprised 12,000 shares of common stock executed at prices that ranged from $127.4934 to $128.2265.
Separately, on February 22, 2026, Savoy disposed of 2,094 shares at $126.78 per share for a total of $265,477. Those shares were withheld to satisfy tax obligations arising from the vesting of restricted stock units related to RSU awards granted in 2023 and 2024.
Shareholdings and market context
After these transactions, Savoy directly holds 55,112 shares of Duke Energy. The stock has been trading near its 52-week high of $130.03 and is up nearly 10% year-to-date. InvestingPro analysis cited in connection with the trades indicates that the stock appears overvalued at current levels relative to its Fair Value.
Recent operating results and analyst reactions
Duke Energy reported fourth-quarter 2025 results that marginally outpaced consensus. The company posted earnings per share of $1.50 versus the $1.49 analysts had forecast, and generated revenue of $7.94 billion compared with projected revenue of $7.57 billion.
Following the earnings release and company outlook updates, several brokerage firms revised their views. Goldman Sachs increased its price target for Duke Energy to $142, citing an elevated capital plan of $103 billion and updated rate base growth expectations of 9.6% through 2030. BTIG reiterated its Buy rating and maintained a $141 price target after noting the consistent earnings report. Mizuho adjusted its price target to $130 while preserving an Outperform rating, calling out an expected 5-7% EPS compound annual growth rate through 2030.
Investor resources
An InvestingPro tip included with the transaction summary notes that Duke Energy has paid dividends for 56 consecutive years, highlighting the company’s record of distributions. For investors seeking more detailed valuation and financial analysis, InvestingPro’s Pro Research Report is available for this company and for more than 1,400 other U.S. equities.
Key points
- Executive Vice President and CFO Brian D. Savoy sold 12,000 shares on February 23, 2026, for a total of $1,532,319 at prices between $127.4934 and $128.2265.
- Savoy also had 2,094 shares withheld on February 22, 2026, at $126.78 per share (totaling $265,477) to satisfy tax obligations tied to RSU vesting from 2023 and 2024.
- Duke Energy beat Q4 2025 expectations with EPS of $1.50 and revenue of $7.94 billion; several analysts updated price targets in the wake of results and guidance.
Risks and uncertainties
- Valuation uncertainty - InvestingPro’s analysis states the stock appears overvalued at current levels relative to its Fair Value, which could affect investor assessments of risk and potential return.
- Diverging analyst views - While some firms raised price targets and reaffirmed positive ratings, targets vary, reflecting differing assumptions about capital expenditure plans and rate base growth through 2030.
- Insider share dispositions - The recent sales and tax-withholding actions change the CFO’s direct stake in the company and may influence investor perception of insider ownership levels.
Bottom line
Late-February insider transactions by Duke Energy’s CFO occurred as the utility traded near a 52-week high and after the company reported modestly stronger-than-expected fourth-quarter 2025 results. Analyst reassessments accompanied the earnings report, and InvestingPro flagged valuation concerns at current price levels. Investors seeking deeper valuation and operational detail can consult the full Pro Research Report referenced by InvestingPro.