NextEra Energy, Inc. $NEE Shares Acquired by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking Corp increased its NextEra Energy stake by 33.8% in the second quarter, purchasing 1.05 million additional shares. It now owns 4.16 million shares valued at approximately $365.1 million, while institutional investors collectively hold 78.72% of the company.
• NextEra reported quarterly EPS of $1.15, exceeding the $1.11 consensus estimate, although revenue of $7.53 billion fell short of expectations. The company’s revenue increased 12.4% year over year and its full-year 2026 EPS guidance is $3.92–$4.02.
• The company declared a quarterly dividend of $0.6232 per share, equivalent to $2.49 annually and a 3.0% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $100.33, versus a reported share price of $84.24.

Mitsubishi UFJ Trust & Banking Corp increased its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 33.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,159,930 shares of the utilities provider's stock after purchasing an additional 1,051,054 shares during the quarter. NextEra Energy accounts for about 0.8% of Mitsubishi UFJ Trust & Banking Corp's investment portfolio, making the stock its 16th largest holding. Mitsubishi UFJ Trust & Banking Corp owned about 0.20% of NextEra Energy worth $365,117,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Indivisible Partners bought a new position in NextEra Energy in the 4th quarter worth about $1,355,000. Czech National Bank boosted its position in shares of NextEra Energy by 4.7% during the second quarter. Czech National Bank now owns 593,568 shares of the utilities provider's stock worth $52,097,000 after buying an additional 26,378 shares during the period. Swedbank AB grew its holdings in NextEra Energy by 13.4% in the 4th quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider's stock worth $81,615,000 after buying an additional 120,389 shares in the last quarter. Annex Advisory Services LLC increased its position in NextEra Energy by 13.9% in the 2nd quarter. Annex Advisory Services LLC now owns 711,009 shares of the utilities provider's stock valued at $62,405,000 after acquiring an additional 86,585 shares during the period. Finally, MGO One Seven LLC raised its stake in NextEra Energy by 12.1% during the 4th quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider's stock valued at $11,018,000 after acquiring an additional 14,828 shares in the last quarter. Institutional investors and hedge funds own 78.72% of the company's stock.

NextEra Energy Price Performance

NYSE NEE opened at $84.24 on Wednesday. NextEra Energy, Inc. has a 1 year low of $69.24 and a 1 year high of $98.75. The business's fifty day moving average is $87.14 and its two-hundred day moving average is $89.83. The stock has a market capitalization of $175.71 billion, a P/E ratio of 18.93, a P/E/G 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 (NYSE:NEE - Get Free Report) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.04. The business had revenue of $7.53 billion during the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The company's revenue was up 12.4% compared to the same quarter last year. During the same period last year, the company posted $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. On average, research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be issued 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 presently 55.96%.

Analyst Upgrades and Downgrades

NEE has been the subject of several recent analyst reports. DA Davidson increased their price target on NextEra Energy from $95.00 to $105.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Morgan Stanley set a $114.00 target price on shares of NextEra Energy and gave the company an "overweight" rating in a research report on Friday. Weiss Ratings downgraded shares of NextEra Energy from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday, June 11th. Evercore reiterated an "outperform" rating and issued a $107.00 price objective on shares of NextEra Energy in a report on Monday, May 4th. Finally, JPMorgan Chase & Co. boosted their target price on NextEra Energy from $100.00 to $105.00 and gave the stock an "overweight" rating in a report on Wednesday, May 13th. Seventeen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $100.33.

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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