226,440 Shares in NextEra Energy, Inc. $NEE Acquired by Dearborn Partners LLC

Dearborn Partners LLC acquired a new stake in NextEra Energy, Inc. (NYSE:NEE) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 226,440 shares of the utilities provider’s stock, valued at approximately $21,032,000.

A number of other institutional investors have also recently bought and sold shares of the business. Geode Capital Management LLC lifted its stake in shares of NextEra Energy by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock valued at $3,781,790,000 after purchasing an additional 966,152 shares during the period. Norges Bank acquired a new stake in shares of NextEra Energy during the fourth quarter worth $2,816,327,000. Price T Rowe Associates Inc. MD grew its stake in shares of NextEra Energy by 6.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock worth $1,474,407,000 after purchasing an additional 1,136,074 shares during the period. Deutsche Bank AG increased its holdings in NextEra Energy by 2.9% in the fourth quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock valued at $1,387,347,000 after purchasing an additional 485,854 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in NextEra Energy by 1.5% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 17,220,630 shares of the utilities provider’s stock valued at $1,382,473,000 after purchasing an additional 253,273 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

NextEra Energy News Roundup

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

• Positive Sentiment: AI-driven power demand is strengthening NextEra’s growth pipeline. The company’s approximately 35.1-gigawatt backlog is benefiting from hyperscalers seeking reliable, quickly deployable electricity for data centers. This could support future renewable generation, storage and transmission investments. Can AI Driven Data Center Growth Continue to Strengthen NEE’s Backlog?
• Positive Sentiment: NextEra is expanding its Florida gas infrastructure. Chesapeake Utilities agreed to sell a 49% stake in a Florida gas project to NextEra, potentially adding to the company’s regional energy assets and improving its ability to serve rising electricity demand. Chesapeake Utilities sells 49% stake in Florida gas project to NextEra Energy
• Positive Sentiment: Analysts remain moderately optimistic. Recent coverage says NEE has outperformed the broader utilities sector, supported by its regulated utility base, renewables portfolio and long-term growth opportunities. NextEra Energy Stock: Is NEE Outperforming the Utilities Sector?
• Neutral Sentiment: NextEra and Dominion Energy are opposing a proposed 60-day extension of the review of their merger application. A faster review could reduce uncertainty, but the dispute highlights continuing regulatory scrutiny. NextEra Energy Pushes Back On 60 Day Merger Review Delay
• Neutral Sentiment: FPL launched an assistance center offering bill-support programs, including a one-time $200 credit for eligible customers. The initiative may improve customer relations but is unlikely to materially affect near-term earnings. FPL Launches New Assistance Center
• Negative Sentiment: Valuation commentary suggests NEE may be fully priced for a mature utility. Its strong three-year gain and dividend-discount analysis imply limited near-term upside unless earnings growth accelerates. NextEra Energy Stock Looks Fully Priced for a Mature Utility
• Negative Sentiment: Erste Group expects weaker earnings for NextEra, which could weigh on sentiment if lower profit expectations challenge the company’s current valuation. Erste Group Bank Expects Weaker Earnings for NextEra Energy

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Bank of America reduced their target price on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a report on Monday, July 13th. Morgan Stanley set a $114.00 price target on shares of NextEra Energy and gave the company an “overweight” rating in a research report on Friday, August 21st. Sanford C. Bernstein reissued an “outperform” rating and set a $108.00 price objective on shares of NextEra Energy in a research note on Monday, July 27th. Mizuho set a $95.00 target price on shares of NextEra Energy in a research note on Monday, July 27th. Finally, Erste Group Bank lowered shares of NextEra Energy from a “buy” rating to a “hold” rating in a report on Thursday, June 25th. Seventeen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $100.33.

NextEra Energy Stock Up 0.7%

Shares of NextEra Energy stock opened at $82.89 on Wednesday. NextEra Energy, Inc. has a 1 year low of $69.24 and a 1 year high of $98.75. The business has a 50-day moving average of $86.81 and a two-hundred day moving average of $89.58. The company has a market capitalization of $172.89 billion, a P/E ratio of 18.63, a price-to-earnings-growth ratio of 2.25 and a beta of 0.65. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The company had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. During the same quarter last year, the firm posted $1.05 earnings per share. NextEra Energy’s revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, equities analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be paid a $0.6232 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $2.49 dividend on an annualized basis and a yield of 3.0%. NextEra Energy’s payout ratio is presently 55.96%.

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.