109,300 Shares in NextEra Energy, Inc. $NEE Purchased by OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC

Key Points

• OCONNOR, a UBS Asset Management unit, disclosed a new fourth-quarter stake in NextEra Energy, buying 109,300 shares valued at about $8.8 million.
• Institutional ownership in NEE remains heavy, with hedge funds and large asset managers holding 78.72% of the stock. Several major firms, including Vanguard and Geode, also added to their positions.
• Analysts remain generally bullish: recent ratings included multiple Buy and Strong Buy calls, with an average target price of $99.57 versus a recent share price around $86.67. NextEra also topped earnings estimates last quarter and pays a quarterly dividend yielding about 2.9%.

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 109,300 shares of the utilities provider's stock, valued at approximately $8,775,000. NextEra Energy accounts for 0.9% of OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC's portfolio, making the stock its 23rd biggest position.

Several other institutional investors also recently bought and sold shares of NEE. Vanguard Group Inc. lifted its position in shares of NextEra Energy by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider's stock worth $17,343,185,000 after purchasing an additional 2,234,176 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of NextEra Energy by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider's stock valued at $3,781,790,000 after purchasing an additional 966,152 shares in the last quarter. Norges Bank acquired a new position in shares of NextEra Energy in the fourth quarter valued at approximately $2,816,327,000. Price T Rowe Associates Inc. MD increased its stake in NextEra Energy by 6.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider's stock worth $1,474,407,000 after buying an additional 1,136,074 shares during the period. Finally, Deutsche Bank AG increased its stake in NextEra Energy by 2.9% during the 4th quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider's stock worth $1,387,347,000 after buying an additional 485,854 shares during the period. 78.72% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. TD Cowen raised their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the company a "buy" rating in a research report on Monday, April 27th. JPMorgan Chase & Co. upped their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an "overweight" rating in a research report on Wednesday, May 13th. DA Davidson increased their price objective on NextEra Energy from $95.00 to $105.00 and gave the company a "buy" rating in a research note on Tuesday, May 5th. HSBC lifted their target price on NextEra Energy from $103.00 to $106.00 and gave the company a "buy" rating in a report on Tuesday, April 28th. Finally, Mizuho boosted their target price on NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a research note on Wednesday, April 15th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $99.57.

NextEra Energy Trading Down 0.1%

NYSE NEE opened at $86.67 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 52 week low of $67.20 and a 52 week high of $98.75. The stock has a market capitalization of $180.73 billion, a PE ratio of 22.05, a price-to-earnings-growth ratio of 2.54 and a beta of 0.68. The firm has a 50 day moving average of $90.24 and a two-hundred day moving average of $88.27.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating analysts' consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. During the same period in the prior year, the firm posted $0.99 EPS. The company's quarterly revenue was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy's dividend payout ratio is 63.36%.

NextEra Energy News Roundup

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

• Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
• Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
• Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
• Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
• Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
• Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here's Why

NextEra Energy 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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