NextEra Energy (NYSE:NEE – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “sell” rating to a “strong sell” rating in a report issued on Saturday, Wall Street Zen reports.
A number of other research analysts have also weighed in on the stock. Bank of America cut their target price on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research report on Monday, July 13th. HC Wainwright reissued a “buy” rating on shares of NextEra Energy in a research report on Monday, July 27th. Seaport Research Partners restated a “sell” rating and set a $56.00 target price (up from $55.00) on shares of NextEra Energy in a research note on Friday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a report on Tuesday, September 8th. Finally, Erste Group Bank lowered NextEra Energy from a “buy” rating to a “hold” rating in a report on Thursday, June 25th. Eighteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, NextEra Energy presently has an average rating of “Moderate Buy” and a consensus target price of $99.67.
View Our Latest Stock Report on NextEra Energy
NextEra Energy Price Performance
NextEra Energy (NYSE:NEE – Get Free Report) last issued its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, beating analysts’ consensus estimates of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The business had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. During the same quarter in the prior year, the firm posted $1.05 EPS. The firm’s revenue for the quarter was up 12.4% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. On average, equities research analysts predict that NextEra Energy will post 4.01 EPS for the current fiscal year.
Institutional Inflows and Outflows
A number of large investors have recently modified their holdings of the company. Legal & General Group Plc bought a new position in shares of NextEra Energy during the 2nd quarter worth about $1,465,987,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in NextEra Energy by 5.8% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 16,302,084 shares of the utilities provider’s stock valued at $1,430,834,000 after acquiring an additional 895,824 shares during the period. Deutsche Bank AG raised its position in NextEra Energy by 2.9% in the fourth quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock worth $1,387,347,000 after purchasing an additional 485,854 shares in the last quarter. Amundi lifted its stake in NextEra Energy by 46.5% during the second quarter. Amundi now owns 13,329,077 shares of the utilities provider’s stock worth $1,169,839,000 after purchasing an additional 4,231,814 shares during the period. Finally, Bessemer Group Inc. boosted its holdings in NextEra Energy by 8.5% during the first quarter. Bessemer Group Inc. now owns 10,187,013 shares of the utilities provider’s stock valued at $946,169,000 after purchasing an additional 799,546 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.
NextEra Energy News Roundup
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Project Star adds a significant growth opportunity. NextEra Energy Resources is partnering with Related Companies and Lewis Energy Group on a planned $22.3 billion energy campus in Texas. The project is expected to include 6.47 gigawatts of natural-gas generation supporting a nearby 5-gigawatt data-center campus, with excess electricity potentially supplied to the ERCOT grid. The scale of the project reinforces NextEra’s opportunity to benefit from rising electricity demand from data centers, although its financial contribution and timeline remain uncertain. Project Star strategic investment announcement
- Positive Sentiment: Management’s industry presentation kept investors focused on NEE’s strategy. Chief Executive Officer John Ketchum participated in a Wolfe Research utilities and clean-energy conference, giving investors an opportunity to hear about growth plans, power demand, and capital allocation. The event itself did not announce a new material transaction, so its stock impact is likely limited without additional guidance. Wolfe Research conference transcript
- Neutral Sentiment: Income-focused coverage highlights NEE’s dividend appeal. One analysis estimates that covering the median U.S. household’s annual utility costs would require approximately 2,058 shares of NextEra Energy, or about $156,500 based on the cited share price. This is an illustration of the stock’s income potential rather than a new company catalyst. NextEra Energy dividend analysis
- Negative Sentiment: Scotiabank lowered its expectations for NextEra Energy’s stock price. The revised outlook may pressure NEE by signaling less near-term upside, particularly as the stock trades below its major moving averages. The report’s target change adds to investor caution even though analysts expect continued earnings growth. Scotiabank NextEra Energy outlook
- Negative Sentiment: Investors are being encouraged to favor Constellation Energy over NEE. A comparison argues that Constellation may offer slightly greater long-term upside because of its nuclear-power exposure. Although this is third-party commentary rather than a change in NextEra’s fundamentals, it can divert investor interest from NEE. NextEra Energy versus Constellation Energy comparison
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), the company generates, transmits, distributes and sells electricity to customers across Florida. FPL serves residential, commercial and industrial customers and operates a diverse generation portfolio that includes natural gas, solar, nuclear and other resources.
NextEra Energy’s other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.
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