Shares of NextEra Energy, Inc. (NYSE:NEE – Get Free Report) have been given an average rating of “Moderate Buy” by the twenty analysts that are presently covering the company, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold recommendation, fifteen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $97.6316.
Several analysts have commented on NEE shares. BMO Capital Markets reaffirmed an “outperform” rating and set a $104.00 price objective (up from $99.00) on shares of NextEra Energy in a research note on Monday, April 27th. Argus set a $92.00 price objective on NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, January 28th. TD Cowen upped their price objective on NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Scotiabank upped their price objective on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. Finally, HSBC upped their price objective on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th.
Read Our Latest Report on NextEra Energy
NextEra Energy Stock Down 0.9%
NextEra Energy (NYSE:NEE – Get Free Report) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The business had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. During the same period in the previous year, the business earned $0.99 EPS. The business’s quarterly 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. Equities research analysts expect that NextEra Energy will post 4 earnings per share for the current year.
NextEra Energy Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were paid a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 annualized dividend and a yield of 2.6%. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s dividend payout ratio (DPR) is currently 63.36%.
Insider Activity
In other NextEra Energy news, CEO John W. Ketchum sold 99,603 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the completion of the sale, the chief executive officer directly owned 305,933 shares of the company’s stock, valued at $27,332,054.22. This represents a 24.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Treasurer James Michael May sold 7,161 shares of the company’s stock in a transaction that occurred 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 sale, the treasurer directly owned 26,719 shares of the company’s stock, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 179,990 shares of company stock worth $16,155,409 over the last quarter. 0.18% of the stock is owned by insiders.
Hedge Funds Weigh In On NextEra Energy
A number of large investors have recently modified their holdings of NEE. Norges Bank purchased a new position in shares of NextEra Energy during the 4th quarter worth approximately $2,816,327,000. Employees Provident Fund Board purchased a new position in shares of NextEra Energy during the 4th quarter worth approximately $240,840,000. Pictet Asset Management Holding SA raised its stake in shares of NextEra Energy by 47.3% during the 4th quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock worth $742,913,000 after buying an additional 2,972,924 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new position in shares of NextEra Energy during the 3rd quarter worth approximately $177,198,000. Finally, Vanguard Group Inc. raised its stake in shares of NextEra Energy by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after buying an additional 2,234,176 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: NextEra reported a strong Q1: $6.701B revenues and net income of $2.182B, with EPS more than doubling year?over?year; the NRC renewed St. Lucie licenses extending operations into the 2050s/2060s — a win for long?term capacity and earnings visibility. Article Title
- Positive Sentiment: BTIG raised its price target to $112, signaling continued analyst confidence and providing upside relative to many street targets. Article Title
- Positive Sentiment: Erste Group nudged its FY2027 EPS estimate higher and maintains a Buy, showing incremental upward revisions to the earnings outlook. Article Title
- Positive Sentiment: NextEra is highlighted by hedge?fund screens and industry lists as a top electrical?infrastructure/energy name and recently hit new highs, reinforcing momentum and institutional interest. Article Title
- Neutral Sentiment: Broker consensus price target sits near $97.32, which is close to current trading levels and suggests limited near?term upside implied by the street as a whole. Article Title
- Neutral Sentiment: Technical analysts see consolidation near record highs with bullish patterns that could support further gains if momentum continues. Article Title
- Neutral Sentiment: Sector and thematic pieces (e.g., multi?energy and top utility lists) keep NEE in investor conversations but are more background than catalysts. Article Title
- Negative Sentiment: Valuation concerns after a ~48% one?year surge: several articles ask whether NEE is stretched, which could pressure the stock if investors rotate to cheaper names. Article Title
- Negative Sentiment: Comparisons with peers (FE vs. NEE) and valuation writeups highlight relative value trade risks if sentiment shifts or utilities outperform rotationally. Article Title
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.
Further Reading
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