Morgan Stanley Cuts NextEra Energy (NYSE:NEE) Price Target to $111.00

NextEra Energy (NYSE:NEE) had its price target cut by Morgan Stanley from $114.00 to $111.00 in a report issued on Friday,Benzinga reports. They currently have an overweight rating on the utilities provider’s stock.

Other analysts also recently issued reports about the stock. Sanford C. Bernstein restated an “outperform” rating and set a $108.00 price target on shares of NextEra Energy in a research report on Monday, July 27th. Bank of America decreased their price objective on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a report on Monday, July 13th. BMO Capital Markets increased their price objective on shares of NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Weiss Ratings reiterated a “buy (b-)” rating on shares of NextEra Energy in a research note on Tuesday, September 8th. Finally, HC Wainwright reissued a “buy” rating on shares of NextEra Energy in a report on Monday, July 27th. Seventeen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $100.19.

NextEra Energy Price Performance

Shares of NEE opened at $80.52 on Friday. The firm has a market capitalization of $167.97 billion, a price-to-earnings ratio of 18.10, a price-to-earnings-growth ratio of 2.49 and a beta of 0.65. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.53. NextEra Energy has a one year low of $70.37 and a one year high of $98.75. The stock’s fifty day moving average is $85.39 and its 200-day moving average is $88.59.

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

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th were issued a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend was Friday, August 28th. NextEra Energy’s dividend payout ratio is presently 55.96%.

Hedge Funds Weigh In On NextEra Energy

Several hedge funds have recently made changes to their positions in the business. Kilter Group LLC acquired a new stake in NextEra Energy during the second quarter valued at approximately $25,000. Manning & Napier Advisors LLC bought a new stake in NextEra Energy during the second quarter worth approximately $26,000. Pin Oak Investment Advisors Inc. acquired a new position in NextEra Energy in the second quarter worth approximately $26,000. Osbon Capital Management LLC bought a new position in shares of NextEra Energy in the fourth quarter valued at $27,000. Finally, Financial Life Planners bought a new position in shares of NextEra Energy in the first quarter valued at $30,000. Institutional investors and hedge funds own 78.72% of the company’s stock.

NextEra Energy News Roundup

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

• Positive Sentiment: Morgan Stanley remains bullish: The firm lowered its price target from $114 to $111 but maintained an “overweight” rating, implying substantial potential upside from recent trading levels. The target reduction may reflect valuation or near-term market considerations rather than a change in its broader view. Benzinga report on Morgan Stanley’s NextEra Energy price target
• Positive Sentiment: Electricity demand is a potential growth catalyst: Data-center expansion is straining the U.S. power grid, while PJM’s latest capacity auction cleared at $325. Utilities with generation, transmission and renewable-development capabilities could benefit from higher power prices and infrastructure investment. NextEra’s energy-infrastructure business is positioned to participate in this trend. The AI Boom Has a Power Problem
• Positive Sentiment: Fundamental growth remains intact: A bullish analysis highlights NextEra’s regulated Florida utility, 35.1 gigawatts of renewable projects in its backlog, infrastructure spending and management’s adjusted 2026 EPS guidance of $3.92 to $4.02. Management also targets approximately 6% annual dividend growth from 2026 through 2028. NextEra Energy: A Premium Worth Paying For
• Neutral Sentiment: Merger approval is a major swing factor: NextEra’s proposed $66.8 billion all-stock merger with Dominion Energy could reshape future cash flows and broaden the company’s utility footprint, but investors are also questioning whether the current valuation and dividend adequately compensate for execution and approval risks. NextEra Energy Stock Looks Fairly Priced As Merger Approval Looms Large
• Negative Sentiment: Jim Cramer urged investors to sell: Cramer called NextEra “not a good stock to own” and said investors should “take the money and run.” His view reflects fading enthusiasm for clean-energy and nuclear-themed investments and may weigh on sentiment, particularly among retail investors. Jim Cramer tells investors to sell NextEra Energy
• Negative Sentiment: Valuation concerns remain: A contrasting analysis argues that NextEra’s role in energy infrastructure may already be reflected in the share price, limiting upside if growth or merger benefits fall short of expectations. NextEra Energy: Why I See Limited Upside Despite Its Key Role in Energy Infrastructure

NextEra Energy Company Profile

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.