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

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

NextEra Energy Price Performance

Shares of NYSE NEE traded up $5.79 during trading hours on Thursday, reaching $95.79. 5,800,728 shares of the stock traded hands, compared to its average volume of 9,473,395. The company has a market capitalization of $199.76 billion, a P/E ratio of 29.11, a price-to-earnings-growth ratio of 2.66 and a beta of 0.74. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. NextEra Energy has a 52-week low of $63.88 and a 52-week high of $96.21. The company’s 50-day simple moving average is $92.32 and its two-hundred day simple moving average is $86.65.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.01 by $0.08. The company had revenue of $6.70 billion for the quarter, compared to analysts’ expectations of $7.43 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.NextEra Energy’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period last year, the firm posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities research analysts forecast that NextEra Energy will post 4.01 EPS for the current year.

NextEra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were issued a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is 75.68%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on NEE shares. Morgan Stanley set a $108.00 price objective on NextEra Energy and gave the company an “overweight” rating in a report on Friday, April 17th. Weiss Ratings cut NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 17th. Seaport Research Partners decreased their price target on NextEra Energy from $56.00 to $55.00 and set a “sell” rating on the stock in a research note on Monday, February 2nd. Mizuho lifted their price target on NextEra Energy from $90.00 to $95.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Finally, UBS Group lifted their price target on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $95.67.

Insiders Place Their Bets

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of NextEra Energy stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $2,700,000.00. Following the transaction, the executive vice president directly owned 167,481 shares of the company’s stock, valued at $15,073,290. The trade was a 15.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction that occurred 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 $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 179,990 shares of company stock worth $16,155,409. 0.18% of the stock is currently owned by corporate insiders.

Key NextEra Energy News

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

• Positive Sentiment: Q1 EPS beat — NextEra reported $1.09 adjusted EPS vs. consensus near $1.01, marking year?over?year improvement and topping estimates. NextEra Energy (NEE) Q1 Earnings Surpass Estimates
• Positive Sentiment: Large renewables backlog and confirmed growth plans — Management highlighted a ~33 GW renewables backlog and reiterated FY2026 EPS guidance of $3.92–$4.02, supporting long?term growth expectations. NextEra Energy (NEE) Stock Surges Past Q1 2026 Earnings Expectations
• Positive Sentiment: Analyst support — Recent analyst commentary (Jefferies, Wells Fargo coverage cited) signals expectations for further share appreciation, adding buy?side momentum. NextEra Energy (NYSE:NEE) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says
• Neutral Sentiment: Company published full Q1 results and slide deck on its website — useful for modeling but not new guidance beyond the EPS range. View Press Release / Slide Deck
• Neutral Sentiment: Policy watch — House passage of H.R.4690 (Reliable Federal Infrastructure Act) could change federal building energy standards; impact on NextEra is uncertain and would play out over months. Congress Vote: The House has passed H.R. 4690 – Reliable Federal Infrastructure Act
• Negative Sentiment: Revenue missed — Q1 revenue was $6.70B vs. analyst estimates near $7.43B, which explains some investor caution despite the EPS beat. MarketBeat NEE Coverage
• Negative Sentiment: Sell?side target trimmed — Morgan Stanley recently cut its price target modestly, signaling caution among some analysts despite the beat. NextEra Energy (NEE) Price Target Lowered by $2 at Morgan Stanley

Institutional Investors Weigh In On NextEra Energy

Large investors have recently made changes to their positions in the business. Brighton Jones LLC boosted its position in shares of NextEra Energy by 7.0% during the fourth quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after purchasing an additional 1,840 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of NextEra Energy by 6.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock valued at $348,000 after purchasing an additional 298 shares in the last quarter. Acadian Asset Management LLC boosted its position in shares of NextEra Energy by 38.4% during the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock valued at $887,000 after purchasing an additional 3,479 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in NextEra Energy by 18.1% in the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after acquiring an additional 852 shares in the last quarter. Finally, United Bank boosted its holdings in NextEra Energy by 2.9% in the second quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after acquiring an additional 444 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors.

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.