Farther Finance Advisors LLC Boosts Stake in NextEra Energy, Inc. $NEE

Key Points

• Farther Finance Advisors boosted its stake in NextEra Energy (NEE) by 21.1% in Q4 to 114,731 shares, now valued at about $9.21 million per the latest 13F filing.
• Several analysts (including Jefferies, Goldman and UBS) have raised price targets and ratings—NextEra carries an average price target near $95.22 and a consensus of Moderate Buy, reflecting positive re‑rating momentum.
• NextEra raised its quarterly dividend to $0.6232 (annualized $2.49) for a 2.7% yield, though the payout ratio is relatively high at about 75.7%, which may be a consideration for income investors.

Farther Finance Advisors LLC raised its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 21.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 114,731 shares of the utilities provider's stock after buying an additional 20,002 shares during the period. Farther Finance Advisors LLC's holdings in NextEra Energy were worth $9,211,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sax Wealth Advisors LLC increased its stake in NextEra Energy by 0.6% in the 3rd quarter. Sax Wealth Advisors LLC now owns 19,380 shares of the utilities provider's stock valued at $1,463,000 after buying an additional 118 shares during the last quarter. apricus wealth LLC increased its stake in NextEra Energy by 3.8% in the 3rd quarter. apricus wealth LLC now owns 3,272 shares of the utilities provider's stock valued at $247,000 after buying an additional 120 shares during the last quarter. Isthmus Partners LLC increased its stake in NextEra Energy by 1.9% in the 3rd quarter. Isthmus Partners LLC now owns 6,590 shares of the utilities provider's stock valued at $497,000 after buying an additional 120 shares during the last quarter. Fingerlakes Wealth Management Inc. increased its stake in NextEra Energy by 0.8% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 16,215 shares of the utilities provider's stock valued at $1,224,000 after buying an additional 124 shares during the last quarter. Finally, Heritage Wealth Management Inc. increased its stake in NextEra Energy by 1.0% in the 3rd quarter. Heritage Wealth Management Inc. now owns 12,320 shares of the utilities provider's stock valued at $930,000 after buying an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 78.72% of the company's stock.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Jefferies raised its price target from $87 to $92, citing confidence in NextEra’s long‑term earnings trajectory and emerging data‑center deals that could drive storage and contracted revenue upside. NextEra (NEE): Jefferies Raises Target as Data Center Deals Come Into View
• Positive Sentiment: An analyst raised NextEra’s price target by $8 (coverage note), adding to the narrative of analyst support and re‑rating momentum that can underpin the stock. Analyst Ups NextEra Energy (NEE) Price Target by $8
• Positive Sentiment: Coverage from The Motley Fool highlights NextEra as a relatively safe way to play the U.S. solar boom — positive narrative for long‑term earnings and investor demand for renewable exposure. Why NextEra Energy Is a Safe Way to Invest in the Solar Energy Boom
• Neutral Sentiment: Mizuho bumped its target to $95 but kept a "neutral" rating — price‑target lift is supportive, but the retained rating tempers conviction. Mizuho Adjusts Price Target on NextEra Energy to $95
• Neutral Sentiment: Policy developments (H.R. 8146 – Rural Utilities Service Modernization Act) could ease permitting/grant friction for utility projects over time, a potential tailwind if enacted but uncertain near term. New Bill: Representative April McClain Delaney introduces H.R. 8146
• Neutral Sentiment: Several retail/income‑oriented articles (Zacks, 247WallSt) are promoting NextEra as a dividend/passive‑income play, which can sustain retail demand but doesn't immediately move fundamentals. NextEra Energy, Inc. (NEE) is Attracting Investor Attention
• Negative Sentiment: Short‑term weakness: market reports show NextEra underperformed peers and traded lower in recent sessions (profit‑taking after a strong one‑year rally), pressuring the stock in the near term. NextEra Energy Inc. stock underperforms Monday
• Negative Sentiment: Recent intraday/closing reports noted modest dips while the broader market gained, reflecting rotation and short‑term profit‑taking despite positive analyst chatter. NextEra Energy (NEE) Stock Dips While Market Gains

NextEra Energy Stock Down 0.1%

NEE opened at $91.25 on Thursday. The company has a 50 day moving average of $92.20 and a 200 day moving average of $86.17. The company has a market cap of $190.28 billion, a PE ratio of 27.74, a price-to-earnings-growth ratio of 2.68 and a beta of 0.74. NextEra Energy, Inc. has a 12 month low of $63.64 and a 12 month high of $96.21. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE - Get Free Report) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping the consensus estimate of $0.53 by $0.01. The company had revenue of $6.50 billion during the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. NextEra Energy's revenue for the quarter was up 20.7% on a year-over-year basis. During the same period last year, the firm earned $0.53 EPS. On average, sell-side analysts expect that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were issued a $0.6232 dividend. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 annualized dividend and a yield of 2.7%. NextEra Energy's payout ratio is 75.68%.

Insider Buying and Selling

In related news, EVP Ronald R. Reagan sold 18,620 shares of the firm's stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the transaction, the executive vice president directly owned 9,643 shares of the company's stock, valued at approximately $867,870. This trade represents a 65.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Treasurer James Michael May sold 7,161 shares of the firm's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the transaction, the treasurer directly owned 26,719 shares of the company's stock, valued at approximately $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 190,816 shares of company stock worth $17,075,619 in the last 90 days. 0.18% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. The Goldman Sachs Group increased their price objective on shares of NextEra Energy from $94.00 to $98.00 and gave the company a "buy" rating in a research note on Wednesday, January 28th. Weiss Ratings downgraded shares of NextEra Energy from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, February 17th. UBS Group increased their target price on shares of NextEra Energy from $91.00 to $104.00 and gave the company a "buy" rating in a research report on Thursday, March 5th. Erste Group Bank raised shares of NextEra Energy from a "hold" rating to a "buy" rating in a research report on Wednesday, February 18th. Finally, HSBC increased their target price on shares of NextEra Energy from $96.00 to $103.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, NextEra Energy presently has an average rating of "Moderate Buy" and an average price target of $95.22.

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.

Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEE - Free Report).

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.