NextEra Energy (NYSE:NEE) Issues FY 2026 Earnings Guidance

NextEra Energy (NYSE:NEE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.920-4.02 for the period, compared to the consensus EPS estimate of 4.010. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of research firms have weighed in on NEE. Jefferies Financial Group raised their price target on NextEra Energy from $92.00 to $93.00 and gave the company a “hold” rating in a research note on Tuesday. Erste Group Bank upgraded NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Weiss Ratings cut NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. UBS Group lifted their target price on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Finally, Morgan Stanley set a $108.00 target price on NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, April 17th. Two research 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 company has an average rating of “Moderate Buy” and an average price target of $95.44.

NextEra Energy Stock Down 0.5%

NEE opened at $90.10 on Thursday. The business’s 50-day simple moving average is $92.32 and its 200-day simple moving average is $86.65. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. NextEra Energy has a one year low of $63.88 and a one year high of $96.21. The stock has a market capitalization of $187.89 billion, a P/E ratio of 27.39, a price-to-earnings-growth ratio of 2.66 and a beta of 0.74.

NextEra Energy (NYSE:NEE) last posted its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business had revenue of $6.50 billion for the quarter, compared to analysts’ expectations of $7.07 billion. During the same quarter in the previous year, the firm earned $0.53 earnings per share. The business’s revenue was up 20.7% compared to the same quarter last year. Analysts anticipate that NextEra Energy will post 4.01 EPS for the current year.

NextEra Energy Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were given a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.8%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. NextEra Energy’s payout ratio is presently 75.68%.

Insider Activity

In related news, EVP Charles E. Sieving sold 30,000 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 167,481 shares of the company’s stock, valued at $15,073,290. This trade represents a 15.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Ronald R. Reagan sold 18,620 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $1,675,800.00. Following the transaction, the executive vice president directly owned 9,643 shares in the company, valued at approximately $867,870. This represents a 65.88% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 179,990 shares of company stock valued at $16,155,409. Insiders own 0.18% of the company’s stock.

Key NextEra Energy News

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

• Positive Sentiment: Jefferies nudged its price target up to $93 (from $92) and kept a Hold rating, a modest vote of confidence from a major analyst. Jefferies adjusts NEE price target
• Positive Sentiment: Wells Fargo published a bullish forecast for meaningful price appreciation in NEE, supporting investor interest from the buy-side. Wells Fargo Forecasts Strong Price Appreciation
• Neutral Sentiment: NextEra posted its Q1 2026 financial results on its website — the release is now available for investors to review the detailed top?line, earnings and segment disclosures. Expect the company’s press release and MD&A to be parsed for cash flow, project updates and rate cases. NextEra Q1 2026 results posted
• Neutral Sentiment: Pre?earnings commentary and previews are circulating (Seeking Alpha, Zacks) — useful for expectations but not new data. Q1 earnings preview
• Neutral Sentiment: Legislative developments: the House passed H.R. 4690 (Reliable Federal Infrastructure Act), which would change federal building efficiency standards — a policy shift investors should monitor for longer?term regulatory impacts on renewables demand and compliance costs. H.R. 4690 bill passed
• Negative Sentiment: Management updated FY?2026 EPS guidance to $3.920–4.02 versus the street at ~$4.01 — the midpoint is slightly below consensus, which is weighing on the stock as investors re?price near?term earnings visibility.
• Negative Sentiment: Morgan Stanley trimmed its price target by $2, signaling some analyst caution following recent results and guidance. Morgan Stanley lowers price target
• Negative Sentiment: Coverage notes and headlines highlighting “mixed” earnings and execution concerns are circulating, adding short?term selling pressure. Coverage: mixed earnings reaction

Hedge Funds Weigh In On NextEra Energy

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Wealth Watch Advisors INC grew its holdings in shares of NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after buying an additional 226 shares during the last quarter. Strive Asset Management LLC purchased a new position in shares of NextEra Energy during the third quarter worth about $29,000. Scarborough Advisors LLC grew its holdings in shares of NextEra Energy by 839.4% during the fourth quarter. Scarborough Advisors LLC now owns 667 shares of the utilities provider’s stock worth $54,000 after buying an additional 596 shares during the last quarter. Litman Gregory Wealth Management LLC purchased a new position in shares of NextEra Energy during the fourth quarter worth about $62,000. Finally, Advocate Investing Services LLC purchased a new position in shares of NextEra Energy during the fourth quarter worth about $64,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

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.