Every material Form 8-K Duke Energy filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Duke Energy reported third-quarter 2026 reported and adjusted EPS of $1.99, up from $1.81 in the prior-year period, driven by infrastructure investment recovery and favorable weather. The company also narrowed its full-year 2026 adjusted EPS guidance range to $6.70 to $6.80.
Third-quarter 2026 reported and adjusted EPS was $1.99 compared to $1.81 in the third quarter of 2025.
The full-year 2026 adjusted EPS guidance range was narrowed to $6.70 to $6.80.
Electric Utilities and Infrastructure segment income rose to $1,817 million for the third quarter of 2026.
Duke Energy's board appointed Joyce Mullen as a non-employee director effective September 28, 2026, with her term running to the 2027 annual meeting. She also joins the Audit Committee and the Operations and Nuclear Oversight Committee, and the board has determined she is independent. The change adds a director with technology and executive experience but involves no financial results or guidance.
Joyce Mullen appointed to the board by the Board on September 24, 2026, effective September 28, 2026
Mullen joins the Audit Committee and the Operations and Nuclear Oversight Committee
Mullen retired as president and CEO of Insight Enterprises in April 2026 and remains there as executive vice president of strategic development
She is subject to the director stock ownership guideline of $700,000
Duke Energy reported second-quarter 2026 reported EPS of $1.38 and adjusted EPS of $1.43, up from $1.25 in the second quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Second-quarter 2026 reported EPS was $1.38 and adjusted EPS was $1.43, compared with $1.25 for both measures in the second quarter of 2025.
Reported results include $39 million after tax, or $0.05 per share, in charges related to regulatory settlements, excluded from adjusted EPS.
Electric Utilities and Infrastructure adjusted segment income was $1,310 million, compared with $1,194 million a year earlier.
2026 adjusted EPS guidance of $6.55 to $6.80 was reaffirmed; the long-term adjusted EPS growth rate of 5% to 7% through 2030 was also reaffirmed.
Duke Energy reported first-quarter 2026 reported EPS of $1.97 and adjusted EPS of $1.93, up from $1.76 in both measures for the first quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, which matters to shareholders because it signals the company still expects its full-year outlook to hold.
Reported EPS was $1.97 versus $1.76 a year earlier; adjusted EPS was $1.93 versus $1.76
Reported results include a $150 million after-tax charge for legal and regulatory settlements and $171 million after-tax gains from asset sales
2026 adjusted EPS guidance of $6.55 to $6.80 reaffirmed; long-term adjusted EPS growth rate of 5% to 7% through 2030 unchanged
Electric Utilities and Infrastructure adjusted segment income was $1,404 million versus $1,276 million in the first quarter of 2025
Duke Energy's subsidiary Piedmont Natural Gas closed the sale of its Tennessee natural gas distribution business to Spire on March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments. Duke said about $800 million will repay Piedmont debt and the remaining $1.5 billion, net of tax, will help fund its five-year capital plan of $103 billion.
Sale closed March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments.
About $800 million of proceeds will pay down debt at Piedmont Natural Gas; $1.5 billion, net of tax, will help fund a $103 billion five-year capital plan.
The business included nearly 3,800 miles of distribution and transmission pipelines serving more than 200,000 customers, with operations remaining in the Greater Nashville area.
Unaudited pro forma 2025 statements show a $693 million gain on sale, as if the deal had closed January 1, 2025; the filing notes the actual gain will depend on closing book value.
Duke Energy Corporation and six of its subsidiaries signed Amendment No. 3 and Consent to their existing credit agreement on March 16, 2026, with Wells Fargo Bank as administrative agent. The amendment, among other changes, pushes the facility's termination date from March 16, 2030 to March 16, 2031, which gives the group more time before the facility must be repaid or renewed.
Amendment No. 3 and Consent dated March 16, 2026, amends the Amended and Restated Credit Agreement dated March 18, 2022
Termination date of the credit facility extended from March 16, 2030 to March 16, 2031
Borrowers include Duke Energy Corporation, Duke Energy Carolinas, Duke Energy Florida, Duke Energy Indiana, Duke Energy Kentucky, Duke Energy Ohio, Duke Energy Progress and Piedmont Natural Gas
Filing does not state the facility size or pricing changes
Duke Energy entered into an Equity Distribution Agreement on March 6, 2026, creating an at-the-market program under which it may sell up to $6 billion of common stock over time through a group of sales agents. The company may also enter forward sale agreements with forward purchasers, under which it expects to receive proceeds only when those agreements settle, so the share count and future proceeds depend on how and when the program is used.
Program covers up to $6 billion aggregate sales price of common stock, par value $0.001 per share, sold from time to time.
Sales agents receive commissions of up to 1.00% of the sales price of shares sold through them.
Company will not initially receive proceeds from borrowed shares sold under forward sale agreements; it expects proceeds upon future physical settlement.
Filing is dated March 6, 2026; agreement and form forward sale agreements are filed as Exhibits 99.1, 10.1 and 10.2.
On March 3, 2026, in connection with the First Closing, Duke Energy's subsidiaries and an unnamed investor entered an amended and restated operating agreement for Florida Progress, LLC. The agreement gives the investor limited governance rights tied to its anticipated 19.7% ownership and sets out investor protections, including approval rights over certain major decisions and a right to require Progress Energy to buy the investor's interests under specified circumstances.
Investor's anticipated ownership of Florida Progress is 19.7%
Board of Florida Progress will have 11 managers: two nominated by the investor and nine by Progress Energy
Investor can require Progress Energy to acquire its membership interests in certain circumstances, subject to minimum ownership thresholds
Full agreement filed as Exhibit 10.1, dated March 3, 2026
Duke Energy reported fourth-quarter 2025 adjusted EPS of $1.50, down from $1.66 a year earlier, as higher O&M, interest expense and depreciation outweighed infrastructure cost recovery. For full-year 2025, adjusted EPS rose to $6.31 from $5.90, and the company introduced 2026 adjusted EPS guidance of $6.55 to $6.80. Shareholders get a higher 2026 range and an extended 5% to 7% long-term adjusted EPS growth target through 2030, but quarterly earnings declined.
Q4 2025 adjusted EPS was $1.50 versus $1.66 in Q4 2024; reported EPS was $1.50 versus $1.54.
Full-year 2025 reported and adjusted EPS was $6.31, compared with $5.71 reported and $5.90 adjusted in 2024.
2026 adjusted EPS guidance is $6.55 to $6.80, with long-term adjusted EPS growth of 5% to 7% through 2030.
The company cites a $103 billion five-year capital plan driving 9.6% earnings base growth through 2030.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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