20,000 Shares in Xcel Energy Inc. $XEL Purchased by PKO Investment Management Joint Stock Co

PKO Investment Management Joint Stock Co acquired a new position in Xcel Energy Inc. (NASDAQ:XELFree Report) in the fourth quarter, Holdings Channel reports. The fund acquired 20,000 shares of the company’s stock, valued at approximately $1,477,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Pittenger & Anderson Inc. boosted its position in Xcel Energy by 73.8% in the fourth quarter. Pittenger & Anderson Inc. now owns 471 shares of the company’s stock worth $35,000 after purchasing an additional 200 shares during the last quarter. Horizon Investments LLC increased its position in shares of Xcel Energy by 5.4% during the 4th quarter. Horizon Investments LLC now owns 28,308 shares of the company’s stock valued at $2,091,000 after purchasing an additional 1,456 shares during the last quarter. Fifth Third Bancorp increased its position in shares of Xcel Energy by 6.2% during the 4th quarter. Fifth Third Bancorp now owns 44,720 shares of the company’s stock valued at $3,303,000 after purchasing an additional 2,623 shares during the last quarter. Oppenheimer & Co. Inc. raised its stake in shares of Xcel Energy by 1.0% during the 4th quarter. Oppenheimer & Co. Inc. now owns 23,957 shares of the company’s stock worth $1,769,000 after purchasing an additional 234 shares during the period. Finally, Citizens Financial Group Inc. RI grew its position in shares of Xcel Energy by 2.9% during the 4th quarter. Citizens Financial Group Inc. RI now owns 11,382 shares of the company’s stock valued at $841,000 after acquiring an additional 323 shares during the period. 78.38% of the stock is owned by hedge funds and other institutional investors.

Xcel Energy News Roundup

Here are the key news stories impacting Xcel Energy this week:

  • Positive Sentiment: Underlying earnings improved year-over-year — ongoing EPS was $0.91 (GAAP $0.89) vs $0.84 a year ago, showing earnings momentum despite headwinds. Xcel Energy First Quarter 2026 Earnings Report
  • Positive Sentiment: Operations showed resilience: stronger electricity sales and recovery of electric infrastructure investments helped offset unusually warm weather and higher financing costs — supports regulated-utility cash flows and rate-recovery mechanics. Reuters: Xcel narrowly beats profit estimates
  • Neutral Sentiment: Q1 operating/ongoing EPS of $0.91 matched Street estimates — the beat/miss headline was neutral on EPS, and management hosted a call with slide deck/transcript for detail. Yahoo: Xcel Energy Q1 2026 Earnings Transcript
  • Negative Sentiment: Revenue missed expectations — reported $4.02B vs. analyst estimates near $4.21B, which pressures top-line growth narratives and likely weighs on near-term sentiment. Zacks: Xcel Q1 Earnings Match, Revenues Miss
  • Negative Sentiment: FY‑2026 EPS guidance was set to $4.04–4.16, slightly below the consensus (~$4.11), creating downward pressure on estimates and the stock’s near‑term valuation (investors often re-price utilities when guidance misses).
  • Negative Sentiment: Analyst action: Morgan Stanley trimmed its price target modestly ($93 → $92), reflecting broader utility valuation revisions — incremental negative for sentiment/target-based selling. InsiderMonkey: Why XEL remains on Wall Street’s radar

Analyst Ratings Changes

XEL has been the subject of a number of recent research reports. Weiss Ratings raised Xcel Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Mizuho set a $86.00 price target on Xcel Energy in a research report on Friday, January 9th. UBS Group increased their price target on Xcel Energy from $89.00 to $91.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Argus set a $86.00 price objective on Xcel Energy in a report on Thursday, March 12th. Finally, Morgan Stanley set a $92.00 price objective on Xcel Energy in a research note on Tuesday, April 21st. Four investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat, Xcel Energy currently has a consensus rating of “Buy” and a consensus price target of $90.88.

Get Our Latest Stock Analysis on Xcel Energy

Xcel Energy Stock Down 0.4%

XEL stock opened at $82.58 on Friday. The stock has a 50-day simple moving average of $80.70 and a two-hundred day simple moving average of $78.72. Xcel Energy Inc. has a twelve month low of $65.21 and a twelve month high of $84.23. The firm has a market capitalization of $51.54 billion, a PE ratio of 23.80, a PEG ratio of 2.15 and a beta of 0.41. The company has a quick ratio of 0.60, a current ratio of 0.71 and a debt-to-equity ratio of 1.35.

Xcel Energy (NASDAQ:XELGet Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.91 EPS for the quarter, meeting the consensus estimate of $0.91. Xcel Energy had a net margin of 14.14% and a return on equity of 10.60%. The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $4.21 billion. During the same period last year, the firm earned $0.84 EPS. The business’s quarterly revenue was up 2.9% compared to the same quarter last year. Xcel Energy has set its FY 2026 guidance at 4.040-4.16 EPS. On average, equities analysts predict that Xcel Energy Inc. will post 4.11 EPS for the current fiscal year.

Xcel Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 20th. Investors of record on Friday, March 13th were given a $0.5925 dividend. This represents a $2.37 annualized dividend and a dividend yield of 2.9%. This is a positive change from Xcel Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, March 13th. Xcel Energy’s dividend payout ratio (DPR) is currently 69.30%.

Xcel Energy Company Profile

(Free Report)

Xcel Energy (NASDAQ: XEL) is a Minneapolis-based, publicly traded utility holding company that develops, owns and operates regulated electricity and natural gas delivery systems. The company’s core activities include generation, transmission and distribution of electricity, the delivery of natural gas to customers, and related customer service operations. Xcel provides a mix of utility services to residential, commercial and industrial customers and participates in wholesale energy markets where appropriate.

Its generation portfolio combines nuclear, natural gas, coal and a growing share of renewable resources such as wind and solar.

Featured Stories

Want to see what other hedge funds are holding XEL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Xcel Energy Inc. (NASDAQ:XELFree Report).

Institutional Ownership by Quarter for Xcel Energy (NASDAQ:XEL)

Receive News & Ratings for Xcel Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Xcel Energy and related companies with MarketBeat.com's FREE daily email newsletter.