NextEra Energy (NYSE:NEE) Price Target Cut to $111.00 by Analysts at Morgan Stanley

NextEra Energy (NYSE:NEE) had its price target decreased by equities researchers at Morgan Stanley from $114.00 to $111.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage presently has an “overweight” rating on the utilities provider’s stock. Morgan Stanley’s target price would indicate a potential upside of 37.58% from the stock’s current price.

NEE has been the subject of several other reports. Jefferies Financial Group set a $94.00 target price on NextEra Energy in a research report on Tuesday, July 14th. BMO Capital Markets upped their price objective on NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a research note on Monday, July 27th. Weiss Ratings reiterated a “buy (b-)” rating on shares of NextEra Energy in a report on Tuesday, September 8th. Barclays set a $91.00 target price on shares of NextEra Energy and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. 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 equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, NextEra Energy has a consensus rating of “Moderate Buy” and a consensus price target of $100.19.

NextEra Energy Price Performance

NextEra Energy stock traded down $0.60 during midday trading on Friday, reaching $80.68. The company’s stock had a trading volume of 4,012,131 shares, compared to its average volume of 10,509,094. NextEra Energy has a 52 week low of $70.37 and a 52 week high of $98.75. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. The business has a 50-day moving average price of $85.54 and a 200-day moving average price of $88.68. The stock has a market cap of $168.30 billion, a PE ratio of 18.13, a price-to-earnings-growth ratio of 2.49 and a beta of 0.65.

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Pin Oak Investment Advisors Inc. acquired a new position in NextEra Energy in the second quarter valued at approximately $26,000. Kilter Group LLC acquired a new stake in shares of NextEra Energy during the 2nd quarter worth approximately $25,000. Manning & Napier Advisors LLC acquired a new stake in shares of NextEra Energy during the 2nd quarter worth approximately $26,000. Financial Life Planners bought a new stake in shares of NextEra Energy in the 1st quarter valued at $30,000. Finally, Osbon Capital Management LLC acquired a new position in shares of NextEra Energy during the 4th quarter valued at $27,000. 78.72% of the stock is owned by institutional investors and hedge funds.

Key NextEra Energy News

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

• Positive Sentiment: Rising power demand from artificial-intelligence data centers is supporting the utility sector. PJM’s latest capacity auction cleared at a record $325, highlighting the value of generation and grid infrastructure—areas in which NextEra has significant exposure. The AI Boom Has a Power Problem
• Positive Sentiment: NextEra’s investment case remains supported by its Florida regulated utility, renewable-development pipeline and infrastructure expansion. A recent bullish analysis cited a 35.1 GW renewables backlog, 9.5% second-quarter adjusted EPS growth and management’s target for approximately 6% annual dividend growth through 2028. NextEra Energy: A Premium Worth Paying For
• Positive Sentiment: The proposed $66.8 billion all-stock merger with Dominion Energy remains a major potential catalyst. Approval could expand NextEra’s assets and reshape future cash flows, although investors are watching the regulatory process closely. NextEra Energy Stock Looks Fairly Priced As Merger Approval Looms Large
• Neutral Sentiment: Recent trading showed NEE gaining while trailing the broader market, suggesting that sector-specific concerns continue to limit enthusiasm despite the positive utility-demand backdrop. NextEra Energy Gains But Lags Market
• Negative Sentiment: Jim Cramer advised investors to sell NextEra, arguing that the clean-energy and nuclear-stock investment theme is losing momentum after a strong run. The criticism may pressure sentiment, particularly because NEE trades at a premium valuation. Jim Cramer Says Take the Money and Run
• Negative Sentiment: Bearish analysis sees limited upside at current prices, with the dividend yield and earnings growth potentially insufficient to justify NEE’s premium multiple. Merger uncertainty and substantial leverage add to the risks. NextEra Energy: Why I See Limited Upside

About NextEra Energy

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), it generates, transmits, distributes and sells electricity to customers in Florida. FPL serves residential, commercial and industrial customers across much of the state.

Through NextEra Energy Resources, the company develops, owns and operates power-generation and storage projects in the United States and Canada.