NextEra Energy (NYSE:NEE – Free Report) had its price target hoisted by Jefferies Financial Group from $92.00 to $93.00 in a research report released on Tuesday,MarketScreener reports. They currently have a hold rating on the utilities provider’s stock.
A number of other research analysts have also weighed in on the stock. Seaport Research Partners decreased their target price on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating on the stock in a research note on Monday, February 2nd. HSBC raised their target price on shares of NextEra Energy from $96.00 to $103.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. UBS Group raised their target price on shares of NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Morgan Stanley set a $108.00 target price on shares of NextEra Energy and gave the stock an “overweight” rating in a research note on Friday, April 17th. Finally, Mizuho raised their target price on shares of NextEra Energy from $90.00 to $95.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $95.67.
NextEra Energy Trading Up 7.0%
NextEra Energy (NYSE:NEE – Get Free Report) last released its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The business had revenue of $6.70 billion for the quarter, compared to analyst estimates of $7.43 billion. During the same period last year, the company posted $0.99 EPS. The business’s revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, sell-side analysts anticipate that NextEra Energy will post 4.01 EPS for the current fiscal year.
NextEra Energy Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were paid a $0.6232 dividend. The ex-dividend date of this dividend was Friday, February 27th. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 annualized dividend and a dividend yield of 2.6%. NextEra Energy’s dividend payout ratio (DPR) is currently 75.68%.
Insider Transactions at NextEra Energy
In other news, EVP Charles E. Sieving sold 30,000 shares of NextEra Energy stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the sale, the executive vice president owned 167,481 shares of the company’s stock, valued at approximately $15,073,290. This trade represents a 15.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the sale, the treasurer directly owned 26,719 shares in the company, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 179,990 shares of company stock worth $16,155,409. 0.18% of the stock is currently owned by company insiders.
Hedge Funds Weigh In On NextEra Energy
Institutional investors and hedge funds have recently bought and sold shares of the business. Tripletail Wealth Management LLC acquired a new stake in shares of NextEra Energy in the 3rd quarter valued at $25,000. Laurel Wealth Advisors LLC acquired a new stake in shares of NextEra Energy in the 4th quarter valued at $25,000. Anfield Capital Management LLC boosted its holdings in shares of NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 270 shares in the last quarter. Wealth Watch Advisors INC boosted its holdings in shares of NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after purchasing an additional 226 shares in the last quarter. Finally, Osbon Capital Management LLC acquired a new stake in shares of NextEra Energy in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 78.72% of the company’s stock.
Key Headlines Impacting NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Q1 EPS beat expectations (adjusted $1.09/sh) and management commentary showed multiple business units contributing to the upside, supporting near?term earnings confidence. NextEra Energy, Inc. Q1 2026 Earnings Call Summary
- Positive Sentiment: Company confirmed FY?2026 EPS guidance at $3.92–$4.02 (roughly in line with street consensus), giving investors clarity on full?year expectations. NextEra Energy (NEE) Stock Surges Past Q1 2026 Earnings Expectations
- Positive Sentiment: Renewables and storage origination contributed meaningfully (additions reported and a sizable backlog cited — ~33 GW reported), reinforcing NextEra’s growth runway outside regulated utility operations. NextEra Energy Beats Q1 Earnings Estimates, Revenues Rise Y/Y
- Positive Sentiment: BMO Capital Markets raised its price target to $99 and kept an Outperform rating, providing incremental analyst support that likely amplified buying interest. BMO Capital Adjusts Price Target on NextEra Energy to $99 from $95, Maintains Outperform Rating
- Neutral Sentiment: Top?line missed consensus ($6.70B reported vs. higher street estimates), though revenue was up year?over?year ~7.3% — the miss tempers the EPS beat and may reflect timing or contract/tax items. NextEra Energy Q1 Financial Results / Press Release
- Neutral Sentiment: Broad market/geopolitical weakness kept sentiment choppy intraday; stock moves may partly reflect risk?on flows rather than company fundamentals alone. Geopolitics Weigh on Sentiment
- Neutral Sentiment: Legislative developments (H.R. 4690 discussion on federal efficiency rules) create policy uncertainty around building efficiency/fossil?fuel rules — potential longer?term regulatory noise but unclear immediate impact. Congress Vote: The House has passed H.R. 4690 – Reliable Federal Infrastructure Act
- Negative Sentiment: Some sell?side divergence: Morgan Stanley trimmed its price target modestly while other firms remained bullish — mixed analyst reactions can increase short?term volatility. NextEra Energy (NEE) Price Target Lowered by $2 at Morgan Stanley
NextEra Energy Company Profile
NextEra Energy, Inc (NYSE: NEE), headquartered in Juno Beach, Florida, is a leading clean energy company with both regulated utility operations and competitive renewable generation businesses. The company’s principal operating subsidiaries include Florida Power & Light Company (FPL), a regulated electric utility serving customers in Florida, and NextEra Energy Resources, which develops, constructs, owns and operates a large portfolio of wind, solar and energy storage projects. Together these businesses provide electricity supply, transmission and distribution services as well as utility-scale renewable generation and related services.
NextEra’s activities cover the full lifecycle of power assets, from project development and construction to operation, maintenance and asset optimization.
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