NextEra Energy (NYSE:NEE – Free Report) had its target price raised by BMO Capital Markets from $94.00 to $96.00 in a research report sent to investors on Monday, Marketbeat reports. BMO Capital Markets currently has an outperform rating on the utilities provider’s stock.
A number of other equities analysts have also weighed in on NEE. Erste Group Bank lowered NextEra Energy from a “buy” rating to a “hold” rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. boosted their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a report on Wednesday, May 13th. Jefferies Financial Group set a $94.00 price objective on shares of NextEra Energy in a research note on Tuesday, July 14th. TD Cowen raised their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Finally, Weiss Ratings downgraded shares of NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $99.36.
Check Out Our Latest Report on NEE
NextEra Energy Price Performance
NextEra Energy (NYSE:NEE – Get Free Report) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.12. The business had revenue of $7.53 billion during the quarter, compared to analyst estimates of $7.27 billion. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The company’s revenue was up 12.4% compared to the same quarter last year. During the same period last year, the company posted $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. On average, research analysts forecast that NextEra Energy will post 4 earnings per share for the current fiscal year.
NextEra Energy Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were given a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio is presently 55.96%.
Institutional Investors Weigh In On NextEra Energy
Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. First Fiduciary Investment Counsel Inc. raised its position in shares of NextEra Energy by 0.4% in the second quarter. First Fiduciary Investment Counsel Inc. now owns 151,069 shares of the utilities provider’s stock valued at $13,259,000 after purchasing an additional 622 shares during the period. Petros Family Wealth LLC boosted its holdings in shares of NextEra Energy by 6.8% during the 2nd quarter. Petros Family Wealth LLC now owns 11,484 shares of the utilities provider’s stock worth $1,008,000 after buying an additional 736 shares during the period. Florida Trust Wealth Management Co boosted its holdings in shares of NextEra Energy by 5.0% during the 2nd quarter. Florida Trust Wealth Management Co now owns 276,800 shares of the utilities provider’s stock worth $24,295,000 after buying an additional 13,178 shares during the period. Turtle Creek Wealth Advisors LLC grew its stake in NextEra Energy by 24.0% in the 2nd quarter. Turtle Creek Wealth Advisors LLC now owns 26,858 shares of the utilities provider’s stock valued at $2,360,000 after buying an additional 5,191 shares during the last quarter. Finally, Parkwoods Wealth Partners LLC grew its stake in NextEra Energy by 38.5% in the 2nd quarter. Parkwoods Wealth Partners LLC now owns 5,100 shares of the utilities provider’s stock valued at $448,000 after buying an additional 1,417 shares during the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.
More NextEra Energy News
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: NextEra highlighted accelerating power demand tied to artificial intelligence and data centers, including a 35.1-gigawatt backlog and emerging data-center hubs. Management maintained its long-term earnings-growth targets, reinforcing the potential for incremental utility and renewable investment. NEE Q2 Earnings Call Highlights Power Demand Growth
- Positive Sentiment: The company’s latest quarterly results exceeded expectations: earnings were $1.15 per share versus the $1.03 consensus, while revenue reached $7.53 billion, up 12.4% year over year and above forecasts. NextEra also provided fiscal 2026 EPS guidance of $3.92 to $4.02. KeyCorp Weighs in on NextEra Energy’s Q2 Earnings
- Positive Sentiment: BMO Capital Markets raised its price target for NEE to $96 from $94 and reiterated an “outperform” rating, signaling confidence in the company’s demand outlook and earnings trajectory. BMO Raises NextEra Energy Price Target
- Neutral Sentiment: Analyst comparisons with GE Vernova frame NextEra as an owner of the power-generation assets serving the AI economy rather than an equipment supplier. The distinction supports NEE’s long-term growth case but also highlights that data-center demand must translate into actual projects and power contracts. AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
- Negative Sentiment: Utilities remain highly sensitive to interest-rate expectations because of their debt needs and income-oriented valuations. Rate-related uncertainty may be offsetting the positive earnings and AI-demand news, helping explain the stock’s weaker performance despite supportive company-specific developments. NextEra Energy Firms as a Rate Decision Puts Utilities in Focus
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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