NextEra Energy (NYSE:NEE – Free Report) had its price target upped by Wells Fargo & Company from $98.00 to $99.00 in a research note issued to investors on Monday,MarketScreener reports. Wells Fargo & Company currently has an overweight rating on the utilities provider’s stock.
Several other research firms have also recently issued reports on NEE. The Goldman Sachs Group raised their target price on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. UBS Group lifted their price objective on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. HSBC lifted their price objective on NextEra Energy from $96.00 to $103.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. BTIG Research reaffirmed a “buy” rating and issued a $103.00 price objective on shares of NextEra Energy in a research note on Wednesday, January 28th. Finally, Jefferies Financial Group lifted their price objective on NextEra Energy from $87.00 to $92.00 and gave the company a “hold” rating in a research note on Tuesday, March 31st. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, NextEra Energy has a consensus rating of “Moderate Buy” and an average price target of $95.39.
Get Our Latest Research Report on NextEra Energy
NextEra Energy Price Performance
NextEra Energy (NYSE:NEE – Get Free Report) last posted its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.01. The company had revenue of $6.50 billion during the quarter, compared to analysts’ expectations of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.53 earnings per share. As a group, research analysts anticipate that NextEra Energy will post 4.01 earnings per share for the current year.
NextEra Energy Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were issued a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio (DPR) is 75.68%.
Insider Transactions at NextEra Energy
In related news, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the transaction, the treasurer directly owned 26,719 shares in the company, valued at approximately $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Ronald R. Reagan sold 18,620 shares of NextEra Energy stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the transaction, the executive vice president owned 9,643 shares of the company’s stock, valued at approximately $867,870. This trade represents a 65.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 190,816 shares of company stock valued at $17,075,619 in the last 90 days. Insiders own 0.18% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of NEE. Kestra Private Wealth Services LLC lifted its holdings in NextEra Energy by 1.3% during the 1st quarter. Kestra Private Wealth Services LLC now owns 286,459 shares of the utilities provider’s stock worth $26,606,000 after buying an additional 3,655 shares during the last quarter. Norway Savings Bank lifted its holdings in NextEra Energy by 1.6% during the 1st quarter. Norway Savings Bank now owns 24,840 shares of the utilities provider’s stock worth $2,307,000 after buying an additional 383 shares during the last quarter. Financial Enhancement Group LLC increased its position in shares of NextEra Energy by 0.7% during the first quarter. Financial Enhancement Group LLC now owns 50,574 shares of the utilities provider’s stock worth $4,652,000 after purchasing an additional 345 shares in the last quarter. White Pine Investment CO increased its position in shares of NextEra Energy by 0.3% during the first quarter. White Pine Investment CO now owns 68,642 shares of the utilities provider’s stock worth $6,375,000 after purchasing an additional 184 shares in the last quarter. Finally, Ritholtz Wealth Management increased its position in shares of NextEra Energy by 16.4% during the first quarter. Ritholtz Wealth Management now owns 49,701 shares of the utilities provider’s stock worth $4,616,000 after purchasing an additional 7,011 shares in the last quarter. 78.72% of the stock is currently 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: Wells Fargo raised its price target to $99 and kept an Overweight rating, implying roughly 7% upside from recent levels — a tangible analyst bullish signal that can support buying interest. Read More.
- Positive Sentiment: Goldman Sachs reiterated a Buy rating on NEE, offering another large‑bank endorsement that bolsters investor confidence ahead of earnings. Read More.
- Positive Sentiment: Several previews and analyst‑note roundups say consensus EPS has risen into the quarter and that NextEra is likely to beat Q1 estimates, citing FPL customer growth and recent renewables additions — a direct near‑term earnings catalyst. Read More. Read More.
- Positive Sentiment: Coverage highlighting NextEra as one of the most profitable utility names and CEO comments that AI and electrification are boosting power demand reinforce the structural growth narrative (renewables, storage, gas, nuclear). That narrative supports a premium multiple vs. peers. Read More.
- Neutral Sentiment: Comparative analyst pieces (e.g., NextEra vs. American Electric Power) discuss long‑term positioning and relative valuation — useful for longer‑term allocation but not an immediate stock catalyst. Read More.
- Neutral Sentiment: Additional analyst‑estimate deep dives explore metrics beyond headline revenue/EPS (helpful for modeling and Q1 read‑throughs) but are informational rather than direct price drivers. Read More.
- Neutral Sentiment: A sector piece on Berkshire Hathaway’s utility arm provides broader competitive context around wind and regulated assets; useful for thesis framing but not specific to NextEra’s near‑term moves. Read More.
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.
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