Dala Group LLC Makes New $1.44 Million Investment in NextEra Energy, Inc. $NEE

Key Points

• Dala Group LLC initiated a $1.44 million position in NextEra Energy during the second quarter, purchasing 16,415 shares. The stock now represents about 1.2% of the fund’s portfolio, while institutional investors collectively own 78.72% of the company.
• NextEra Energy reported quarterly EPS of $1.15, exceeding estimates of $1.11, while revenue rose 12.4% year over year to $7.53 billion but fell short of expectations. The company set fiscal 2026 EPS guidance at $3.92–$4.02.
• The company declared a quarterly dividend of $0.6232 per share, equivalent to a 3.0% annualized yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $100.33, versus the stock’s reported price of $83.51.

Dala Group LLC bought a new stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 16,415 shares of the utilities provider's stock, valued at approximately $1,441,000. NextEra Energy makes up about 1.2% of Dala Group LLC's investment portfolio, making the stock its 21st largest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Laurel Wealth Advisors LLC bought a new stake in NextEra Energy during the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC lifted its stake in shares of NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider's stock valued at $25,000 after purchasing an additional 270 shares during the period. Wealth Watch Advisors INC lifted its stake in shares of NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider's stock valued at $26,000 after purchasing an additional 226 shares during the period. Osbon Capital Management LLC bought a new stake in shares of NextEra Energy during the fourth quarter valued at approximately $27,000. Finally, Strive Asset Management LLC purchased a new stake in NextEra Energy in the third quarter worth $29,000. Hedge funds and other institutional investors own 78.72% of the company's stock.

NextEra Energy Stock Down 0.8%

NextEra Energy stock opened at $83.51 on Friday. The stock has a market cap of $174.18 billion, a PE ratio of 18.77, a price-to-earnings-growth ratio of 2.30 and a beta of 0.67. 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, Inc. has a one year low of $69.24 and a one year high of $98.75. The stock has a fifty day moving average of $87.05 and a 200 day moving average of $89.75.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 12.28% and a net margin of 32.40%.The business's revenue for the quarter was up 12.4% on a year-over-year basis. During the same period last year, the firm posted $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, sell-side analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be given a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy's payout ratio is 55.96%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on NEE. Bank of America decreased their price objective on NextEra Energy from $95.00 to $93.00 and set a "neutral" rating for the company in a report on Monday, July 13th. DA Davidson increased their price target on shares of NextEra Energy from $95.00 to $105.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Weiss Ratings cut shares of NextEra Energy from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday, June 11th. Erste Group Bank lowered shares of NextEra Energy from a "buy" rating to a "hold" rating in a research note on Thursday, June 25th. Finally, Jefferies Financial Group set a $94.00 price objective on shares of NextEra Energy in a report on Tuesday, July 14th. Seventeen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $100.33.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source