Legato Capital Management LLC Purchases New Holdings in NextEra Energy, Inc. $NEE

Legato Capital Management LLC purchased a new stake in NextEra Energy, Inc. (NYSE:NEE) in the 4th quarter, HoldingsChannel reports. The institutional investor purchased 25,000 shares of the utilities provider’s stock, valued at approximately $2,007,000.

Other institutional investors have also made changes to their positions in the company. Anfield Capital Management LLC boosted its stake in shares of NextEra Energy by 692.3% in the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after buying an additional 270 shares during the period. Laurel Wealth Advisors LLC bought a new stake in shares of NextEra Energy in the fourth quarter valued at approximately $25,000. Quest 10 Wealth Builders Inc. boosted its stake in shares of NextEra Energy by 135.4% in the fourth quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock valued at $30,000 after buying an additional 218 shares during the period. Strive Asset Management LLC acquired a new position in NextEra Energy during the third quarter valued at approximately $29,000. Finally, Joseph Group Capital Management acquired a new position in NextEra Energy during the fourth quarter valued at approximately $32,000. 78.72% of the stock is currently owned by institutional investors.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: NextEra agreed to acquire Dominion Energy in a large all-stock deal, creating a much bigger regulated utility platform and giving NEE deeper exposure to Virginia’s fast-growing data center power market. The market appears to be focusing on the potential for stronger scale, more stable cash flow, and AI-related electricity demand. NextEra Discusses $116 Billion Dominion Deal In Record Power Sector Push
• Positive Sentiment: The Dominion transaction is being described as one of the biggest deals in U.S. power history, with projections for strong earnings growth over time and significant strategic benefits from the AI/data-center buildout. Dominion Energy Agrees to Acquisition by NextEra Energy
• Positive Sentiment: NextEra also broadened its energy mix with a reported $1.3 billion Caliber Resource Partners acquisition and a shale joint venture, which could add another growth avenue beyond utilities and renewables. NextEra Energy Broadens Energy Mix With US$1.3b Caliber Acquisition
• Neutral Sentiment: The board declared a quarterly dividend of $0.6232 per share, reinforcing NextEra’s income appeal for investors, though the announcement itself is unlikely to be a major near-term catalyst. NextEra Energy board declares quarterly dividend
• Neutral Sentiment: The stock is also being discussed in broader market coverage of the power sector and AI-driven electricity demand, which supports the investment thesis but does not add a new company-specific catalyst by itself. The Week in Numbers: SpaceX’s IPO plans, Samsung settles dispute

Analysts Set New Price Targets

Several brokerages have commented on NEE. Wall Street Zen downgraded shares of NextEra Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. Morgan Stanley set a $111.00 price objective on shares of NextEra Energy in a research report on Thursday. TD Cowen boosted their price objective on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research report on Monday, April 27th. DA Davidson boosted their price objective on shares of NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Evercore restated an “outperform” rating and set a $107.00 price objective on shares of NextEra Energy in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, NextEra Energy has a consensus rating of “Moderate Buy” and a consensus target price of $99.15.

NextEra Energy Stock Down 1.2%

Shares of NEE opened at $88.61 on Friday. The firm has a 50 day simple moving average of $92.71 and a two-hundred day simple moving average of $88.03. The company has a market cap of $184.78 billion, a P/E ratio of 22.55, a P/E/G ratio of 2.60 and a beta of 0.73. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. NextEra Energy, Inc. has a one year low of $65.97 and a one year high of $98.75.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.06. The company had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period in the prior year, the business earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Research analysts forecast that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, June 5th will be issued a dividend of $0.6232 per share. The ex-dividend date is Friday, June 5th. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. NextEra Energy’s dividend payout ratio is 63.36%.

Insider Transactions at NextEra Energy

In other news, EVP Nicole J. Daggs sold 4,934 shares of the company’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of the transaction, the executive vice president directly owned 16,905 shares in the company, valued at approximately $1,572,165. This represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Treasurer James Michael May sold 7,161 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the transaction, the treasurer owned 26,719 shares of the company’s stock, valued at $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 31,767 shares of company stock worth $2,881,077. Corporate insiders own 0.18% of the company’s stock.

About NextEra Energy

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.