NextEra Energy, Inc. $NEE Shares Bought by Merit Financial Group LLC

Key Points

• Merit Financial Group increased its NextEra Energy position by 31.6% in the second quarter, purchasing 28,348 additional shares for a total of 117,949 shares valued at approximately $10.35 million. Institutional investors and hedge funds collectively own 78.72% of NEE.
• NextEra reported quarterly EPS of $1.15, exceeding analyst expectations of $1.11, while revenue rose 12.4% year over year to $7.53 billion but fell short of estimates. The company also announced a quarterly dividend of $0.6232 per share, representing a 2.9% annualized yield.
• Analyst sentiment remains favorable, with a consensus rating of “Moderate Buy” and an average price target of $99.36, compared with a recent share price of $85.97.

Merit Financial Group LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 31.6% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 117,949 shares of the utilities provider's stock after purchasing an additional 28,348 shares during the period. Merit Financial Group LLC's holdings in NextEra Energy were worth $10,352,000 as of its most recent SEC filing.

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

NextEra Energy Price Performance

NEE opened at $85.97 on Friday. The company has a 50-day moving average of $87.16 and a 200-day moving average of $89.97. The company has a market capitalization of $179.31 billion, a P/E ratio of 19.32, a PEG ratio of 2.35 and a beta of 0.67. NextEra Energy, Inc. has a 1-year low of $69.24 and a 1-year high of $98.75. 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 issued its earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.11 by $0.04. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. 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 business posted $1.05 EPS. The company'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. Equities analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be paid a dividend of $0.6232 per share. The ex-dividend date is Friday, August 28th. This represents a $2.49 annualized dividend and a yield of 2.9%. NextEra Energy's dividend payout ratio is presently 55.96%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on NEE. Erste Group Bank lowered NextEra Energy from a "buy" rating to a "hold" rating in a research report on Thursday, June 25th. Evercore reissued an "outperform" rating and issued a $107.00 price target on shares of NextEra Energy in a report on Monday, May 4th. HSBC raised their price objective on NextEra Energy from $103.00 to $106.00 and gave the company a "buy" rating in a research note on Tuesday, April 28th. BTIG Research restated a "buy" rating and set a $112.00 price objective on shares of NextEra Energy in a report on Friday, April 24th. Finally, BMO Capital Markets upped their target price on NextEra Energy from $94.00 to $96.00 and gave the company an "outperform" rating in a research report on Monday, July 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $99.36.

More NextEra Energy News

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

• Positive Sentiment: NextEra finalized agreements with the U.S. Department of Commerce and the Government of Japan to fund up to 10 gigawatts of natural-gas generation in Texas and Pennsylvania. The project could create a substantial new earnings and rate-base opportunity while positioning NEE to serve rising electricity demand from data centers and industrial customers. NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms
• Positive Sentiment: Recent coverage highlights surging power demand and higher energy prices as catalysts for NextEra. Its regulated utility and competitive generation businesses could benefit from long-term load growth, particularly from artificial-intelligence infrastructure. Why Is NextEra Energy in Focus as Power Demand Surges Today?
• Positive Sentiment: Analyst commentary remains constructive on NextEra’s development pipeline, with the Paducah project identified as potential upside. The opportunity could add growth, though returns will depend on project execution and financing. NextEra Energy: Paducah Adds Upside, But Dominion Adds Risk
• Neutral Sentiment: New AI-focused ecosystem ETFs reflect broader investor interest in the power and infrastructure supply chain supporting artificial intelligence. This is a favorable industry theme for NEE, but the article does not announce a company-specific contract or financial impact. The Future of AI Investing: Harbor Debuts 5 New Ecosystem ETFs
• Neutral Sentiment: Energy stocks edged lower late Thursday, creating a modest sector headwind for NEE despite its company-specific growth catalysts. Sector Update: Energy Stocks Edge Lower Late Afternoon
• Negative Sentiment: An analyst lowered the fiscal 2026 EPS forecast, signaling concern that earnings growth may not fully match the company’s expansion opportunities. Estimate reductions can weigh on valuation and investor sentiment. FY2026 EPS Forecast for NextEra Energy Decreased by Analyst
• Negative Sentiment: Coverage also flags risks connected with the Dominion-related opportunity, including execution, regulatory and capital requirements. These risks could offset some of the upside from Paducah and other new projects. NextEra Energy: Positive Developments Continue

About NextEra Energy

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.

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