NextEra Energy, Inc. $NEE Stock Acquired by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services increased its NextEra Energy stake by 13.5% in the third quarter, bringing its holdings to 108,999 shares valued at approximately $8.6 million. Institutional investors collectively own 78.72% of NEE.
• NextEra beat quarterly EPS expectations, reporting $1.24 versus the $1.20 consensus, while reaffirming its 2026 adjusted EPS guidance of $3.92–$4.02. However, revenue of $8.09 billion fell short of the $8.47 billion estimate.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $98.05, but regulatory opposition to the proposed Dominion transaction could delay the deal or reduce its expected benefits.

Diversify Advisory Services LLC raised its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 13.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 108,999 shares of the utilities provider's stock after buying an additional 12,924 shares during the period. Diversify Advisory Services LLC's holdings in NextEra Energy were worth $8,607,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of NEE. Czech National Bank grew its holdings in NextEra Energy by 4.7% in the 2nd quarter. Czech National Bank now owns 593,568 shares of the utilities provider's stock valued at $52,097,000 after buying an additional 26,378 shares in the last quarter. Annex Advisory Services LLC increased its position in NextEra Energy by 13.9% during the 2nd quarter. Annex Advisory Services LLC now owns 711,009 shares of the utilities provider's stock worth $62,405,000 after buying an additional 86,585 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd increased its position in NextEra Energy by 4.1% during the 2nd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 544,574 shares of the utilities provider's stock worth $47,797,000 after buying an additional 21,569 shares during the period. Avity Investment Management Inc. increased its position in NextEra Energy by 5.7% during the 2nd quarter. Avity Investment Management Inc. now owns 500,576 shares of the utilities provider's stock worth $43,936,000 after buying an additional 26,848 shares during the period. Finally, CV Advisors LLC acquired a new stake in shares of NextEra Energy during the second quarter worth $1,404,000. 78.72% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on NEE shares. Bank of America reduced their target price on shares of NextEra Energy from $95.00 to $93.00 and set a "neutral" rating for the company in a research report on Monday, July 13th. HC Wainwright restated a "buy" rating on shares of NextEra Energy in a research note on Monday, July 27th. Seaport Research Partners reaffirmed a "sell" rating and set a $56.00 price target (up from $55.00) on shares of NextEra Energy in a research report on Friday, October 2nd. Morgan Stanley set a $110.00 price target on shares of NextEra Energy and gave the stock an "overweight" rating in a research report on Wednesday, October 14th. Finally, Jefferies Financial Group reiterated a "hold" rating on shares of NextEra Energy in a research note on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $98.05.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Quarterly earnings beat expectations: NextEra reported adjusted EPS of $1.24, up from $1.13 a year earlier and above the $1.20 consensus estimate. Strength at Florida Power & Light (FPL) and growth at NextEra Energy Resources supported the result. NextEra Energy beats third-quarter profit estimates
• Positive Sentiment: Growth pipeline remains substantial: Energy Resources added 3.7 gigawatts of renewables and storage to its backlog, bringing the total to approximately 36.7 GW. Management also highlighted a roughly $20 billion data-center pipeline and 9.7% EPS growth. NextEra Energy Q3 2026 earnings call transcript
• Positive Sentiment: 2026 outlook reaffirmed: NextEra maintained its adjusted EPS target of $3.92 to $4.02 and said it is targeting the high end of that range, reducing near-term guidance risk. Sanford C. Bernstein also reaffirmed an Outperform rating with a $108 price target. NextEra Energy tops Q3 earnings estimates
• Neutral Sentiment: Dominion transaction remains a longer-term catalyst and risk: Shareholders approved the proposed combination, which the companies still expect to close in the second half of 2027. The deal’s eventual benefits depend on regulatory approval and acceptable conditions. NextEra Energy posts third-quarter GAAP net income
• Negative Sentiment: Revenue missed estimates: Quarterly revenue was $8.09 billion versus the $8.47 billion consensus, despite rising 1.6% year over year. The sales shortfall may temper enthusiasm around the earnings beat. NextEra Energy Q3 earnings beat on FPL strength
• Negative Sentiment: Merger-related regulatory pressure is increasing: Virginia Governor Abigail Spanberger has urged regulators to reject the Dominion-NextEra deal in its current form and is seeking a six-year rate freeze, greater bill credits and more transparency. These demands could delay the transaction or reduce its financial benefits. Virginia wants six-year rate freeze in NextEra-Dominion deal

NextEra Energy Trading Down 1.0%

Shares of NEE stock opened at $78.10 on Thursday. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. The stock has a market cap of $162.92 billion, a P/E ratio of 17.55, a price-to-earnings-growth ratio of 2.43 and a beta of 0.64. The stock has a 50 day simple moving average of $80.71 and a 200 day simple moving average of $86.28. NextEra Energy, Inc. has a 1 year low of $74.41 and a 1 year high of $98.75.

NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly earnings results on Wednesday, October 21st. The utilities provider reported $1.24 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.20 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%. The business had revenue of $8.09 billion for the quarter, compared to the consensus estimate of $8.47 billion. During the same quarter in the prior year, the business posted $1.13 earnings per share. The firm's quarterly revenue was up 1.6% compared to the same quarter last year. On average, research analysts predict that NextEra Energy, Inc. will post 4.03 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th were issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend was Friday, August 28th. NextEra Energy's dividend payout ratio is 55.96%.

NextEra Energy Company Profile

NextEra Energy, Inc is an energy infrastructure company headquartered in Juno Beach, Florida. Through its businesses, the company generates, transmits, distributes and sells electricity, with a focus on regulated utility operations and clean energy development.

Florida Power & Light Company, NextEra Energy's principal regulated utility, serves customers across much of Florida. FPL operates electric generation, transmission and distribution infrastructure and provides retail electricity service to residential, commercial and industrial customers.

NextEra Energy Resources develops, owns and operates renewable energy and energy storage projects, including wind and solar facilities.

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