Royal Fund Management LLC Decreases Stock Position in Xcel Energy Inc. $XEL

Royal Fund Management LLC cut its stake in Xcel Energy Inc. (NASDAQ:XEL) by 50.2% in the first quarter, Holdings Channel reports. The institutional investor owned 23,780 shares of the company’s stock after selling 23,994 shares during the period. Royal Fund Management LLC’s holdings in Xcel Energy were worth $1,889,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of Xcel Energy by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 77,610,805 shares of the company’s stock valued at $5,732,334,000 after acquiring an additional 885,085 shares during the period. State Street Corp boosted its stake in shares of Xcel Energy by 1.2% during the 4th quarter. State Street Corp now owns 36,340,645 shares of the company’s stock worth $2,704,534,000 after purchasing an additional 444,092 shares during the period. Bank of America Corp DE grew its holdings in Xcel Energy by 5.9% during the 1st quarter. Bank of America Corp DE now owns 29,441,811 shares of the company’s stock valued at $2,338,858,000 after purchasing an additional 1,637,890 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Xcel Energy by 16.9% during the 4th quarter. JPMorgan Chase & Co. now owns 24,572,438 shares of the company’s stock valued at $1,814,920,000 after purchasing an additional 3,546,423 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in Xcel Energy by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 16,496,124 shares of the company’s stock worth $1,214,035,000 after purchasing an additional 126,498 shares during the period. Institutional investors own 78.38% of the company’s stock.

Xcel Energy Stock Performance

Xcel Energy stock opened at $78.23 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.68 and a current ratio of 0.77. The company has a market capitalization of $48.84 billion, a PE ratio of 22.54, a P/E/G ratio of 2.05 and a beta of 0.39. The company has a 50 day moving average price of $79.60 and a 200-day moving average price of $79.45. Xcel Energy Inc. has a fifty-two week low of $69.16 and a fifty-two week high of $84.23.

Xcel Energy (NASDAQ:XEL) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.14. The company had revenue of $3.12 billion for the quarter, compared to analysts’ expectations of $3.55 billion. Xcel Energy had a return on equity of 10.37% and a net margin of 14.14%.Xcel Energy’s revenue was down 5.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.59 earnings per share. As a group, equities analysts forecast that Xcel Energy Inc. will post 4.11 earnings per share for the current year.

Xcel Energy Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, October 20th. Shareholders of record on Tuesday, September 15th will be issued a $0.5925 dividend. This represents a $2.37 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Tuesday, September 15th. Xcel Energy’s dividend payout ratio is currently 68.30%.

Key Xcel Energy News

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

• Positive Sentiment: Xcel reported second-quarter GAAP and ongoing earnings of $0.93 per share, well above the $0.79 analyst consensus. Net income rose to $586 million from $444 million a year earlier. Higher infrastructure investment recovery and lower power costs helped drive the improvement. Xcel Energy Second Quarter 2026 Earnings Report
• Positive Sentiment: The company declared a quarterly dividend of $0.5925 per share, equivalent to an annualized payout of approximately $2.37 and a yield near 3%. The dividend supports Xcel’s appeal to income-focused investors.
• Positive Sentiment: Management’s earnings-call discussion highlighted continued infrastructure investment and associated regulatory recovery, potentially supporting longer-term rate-base growth. Xcel Energy Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Xcel elected Peter Carter, Delta Air Lines’ president, to its board. The appointment adds an executive with experience in strategy, policy and sustainability, but is unlikely to materially affect near-term earnings. Xcel Energy Elects Peter Carter to Board of Directors
• Negative Sentiment: Revenue totaled $3.12 billion, below the $3.54 billion consensus estimate and down 5.1% year over year. The revenue miss may be weighing on the stock despite the EPS beat, particularly because utility investors focus on the durability of underlying growth. Xcel Q2 Earnings Beat Estimates on Infrastructure Investment Recovery

Analysts Set New Price Targets

Several analysts have issued reports on the stock. JPMorgan Chase & Co. raised their price objective on shares of Xcel Energy from $91.00 to $102.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Wall Street Zen lowered Xcel Energy from a “hold” rating to a “sell” rating in a research note on Saturday, May 9th. Jefferies Financial Group set a $101.00 price objective on Xcel Energy in a report on Tuesday, July 7th. Truist Financial increased their target price on Xcel Energy from $92.00 to $94.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Xcel Energy in a research note on Wednesday, June 17th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $92.65.

Xcel Energy Company Profile

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.