Strategic Investment Advisors MI Acquires Shares of 9,802 Xcel Energy Inc. $XEL

Strategic Investment Advisors MI bought a new stake in shares of Xcel Energy Inc. (NASDAQ:XEL) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 9,802 shares of the company’s stock, valued at approximately $779,000.

Several other large investors have also recently made changes to their positions in the business. IFS Group LLC bought a new stake in shares of Xcel Energy in the 1st quarter worth approximately $222,000. Altshuler Shaham Ltd increased its position in Xcel Energy by 13.7% during the 1st quarter. Altshuler Shaham Ltd now owns 12,337 shares of the company’s stock valued at $980,000 after buying an additional 1,489 shares in the last quarter. Amundi raised its stake in Xcel Energy by 97.2% during the first quarter. Amundi now owns 2,212,376 shares of the company’s stock valued at $175,751,000 after buying an additional 1,090,291 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in Xcel Energy by 3.9% during the first quarter. EverSource Wealth Advisors LLC now owns 12,354 shares of the company’s stock valued at $981,000 after buying an additional 469 shares during the last quarter. Finally, Royal Bank of Canada boosted its holdings in Xcel Energy by 5.4% in the first quarter. Royal Bank of Canada now owns 3,872,314 shares of the company’s stock worth $307,617,000 after acquiring an additional 198,157 shares in the last quarter. 78.38% of the stock is currently owned by hedge funds and other institutional investors.

Xcel Energy Trading Down 0.7%

Xcel Energy stock opened at $78.23 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.77 and a quick ratio of 0.68. Xcel Energy Inc. has a one year low of $69.16 and a one year high of $84.23. The stock has a market capitalization of $48.84 billion, a PE ratio of 22.54, a price-to-earnings-growth ratio of 2.05 and a beta of 0.39. The business’s fifty day moving average is $79.60 and its 200 day moving average is $79.45.

Xcel Energy (NASDAQ:XEL) last issued its earnings results on Thursday, July 30th. The company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.14. The business had revenue of $3.12 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.59 EPS. On average, sell-side analysts predict that Xcel Energy Inc. will post 4.11 EPS for the current year.

Xcel Energy Dividend Announcement

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

Wall Street Analysts Forecast Growth

XEL has been the topic of a number of recent research reports. New Street Research set a $91.00 target price on Xcel Energy in a research note on Tuesday, June 23rd. Truist Financial upped their price target on shares of Xcel Energy from $92.00 to $94.00 and gave the stock a “buy” rating in a research note on Thursday, July 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of Xcel Energy in a research report on Wednesday, June 17th. BTIG Research restated a “buy” rating and set a $98.00 price objective on shares of Xcel Energy in a research note on Friday, June 26th. Finally, BMO Capital Markets decreased their target price on shares of Xcel Energy from $95.00 to $92.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Two research 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 stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $92.65.

Key Stories Impacting Xcel Energy

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

Xcel Energy 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.