Sumitomo Mitsui DS Asset Management Company Ltd Boosts Stock Position in NextEra Energy, Inc. $NEE

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 35.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 568,580 shares of the utilities provider's stock after purchasing an additional 147,953 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in NextEra Energy were worth $45,646,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Isthmus Partners LLC boosted its stake in NextEra Energy by 1.9% during the 3rd quarter. Isthmus Partners LLC now owns 6,590 shares of the utilities provider's stock valued at $497,000 after acquiring an additional 120 shares during the last quarter. Fingerlakes Wealth Management Inc. increased its position in shares of NextEra Energy by 0.8% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 16,215 shares of the utilities provider's stock worth $1,224,000 after purchasing an additional 124 shares during the last quarter. Heritage Wealth Management Inc. increased its position in shares of NextEra Energy by 1.0% in the 3rd quarter. Heritage Wealth Management Inc. now owns 12,320 shares of the utilities provider's stock worth $930,000 after purchasing an additional 125 shares during the last quarter. Westmount Partners LLC raised its stake in shares of NextEra Energy by 1.9% in the 4th quarter. Westmount Partners LLC now owns 6,660 shares of the utilities provider's stock valued at $535,000 after purchasing an additional 125 shares in the last quarter. Finally, Crew Capital Management Ltd raised its stake in shares of NextEra Energy by 3.9% in the 4th quarter. Crew Capital Management Ltd now owns 3,347 shares of the utilities provider's stock valued at $269,000 after purchasing an additional 125 shares in the last quarter. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

NextEra Energy Stock Performance

Shares of NEE opened at $96.24 on Wednesday. The firm has a fifty day moving average of $92.81 and a 200-day moving average of $87.26. The company has a market cap of $200.68 billion, a price-to-earnings ratio of 24.49, a price-to-earnings-growth ratio of 2.80 and a beta of 0.73. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. NextEra Energy, Inc. has a 1 year low of $63.88 and a 1 year high of $98.75.

NextEra Energy (NYSE:NEE - Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping analysts' consensus estimates of $1.03 by $0.06. The business had revenue of $6.70 billion for the quarter, compared to analysts' expectations of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company's revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities analysts anticipate that NextEra Energy, Inc. will post 4 earnings per share for the current year.

NextEra Energy Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were issued a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. 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. NextEra Energy's dividend payout ratio is presently 63.36%.

Wall Street Analyst Weigh In

A number of research firms recently commented on NEE. UBS Group lifted their price target on NextEra Energy from $91.00 to $104.00 and gave the stock a "buy" rating in a research note on Thursday, March 5th. Wells Fargo & Company set a $102.00 price objective on NextEra Energy and gave the company an "overweight" rating in a research note on Friday, April 24th. HSBC increased their target price on NextEra Energy from $103.00 to $106.00 and gave the stock a "buy" rating in a report on Tuesday, April 28th. Mizuho boosted their price target on NextEra Energy from $90.00 to $95.00 and gave the company a "neutral" rating in a report on Wednesday, April 15th. Finally, Scotiabank upped their price target on NextEra Energy from $102.00 to $110.00 and gave the company a "sector perform" rating in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, NextEra Energy currently has a consensus rating of "Moderate Buy" and an average price target of $98.70.

More NextEra Energy News

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

• Positive Sentiment: DA Davidson raised its price target to $105 and maintained a Buy rating, signaling analyst confidence and providing upside to the stock. DA Davidson raises price target on NextEra Energy to $105 from $95, keeps buy/add rating
• Positive Sentiment: NextEra is advancing plans for two Japan-backed natural gas-fired plants to serve data centers and expects to finalize agreements within months — a direct play on rising data-center power demand and grid reliability needs. Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand
• Positive Sentiment: Broader coverage highlights that AI growth shifts the bottleneck from chips to power infrastructure (substations, transformers, turbines) — a structural tailwind for utilities and project owners like NextEra that can supply capacity to hyperscalers. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: NextEra scheduled senior management investor meetings across May–June to reaffirm long-term growth expectations presented at its April earnings call, improving transparency but not delivering new guidance. NextEra Energy to meet with investors throughout May and June
• Neutral Sentiment: An article on dividend growers mentions several companies that raised payouts; it’s unclear whether NextEra is a featured dividend increaser in that piece, so impact on NEE is uncertain. These 4 Dividend Growers Have Already Declared 10% Dividend Increases
• Negative Sentiment: Analysis from Altimetry/MarketBeat argues NextEra may fall behind specialist firms in capitalizing on the AI power boom, a cautionary note that could cap multiple expansion if widely adopted by investors. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (NEE)

Insiders Place Their Bets

In other news, Treasurer James Michael May sold 7,161 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the transaction, the treasurer owned 26,719 shares of the company's stock, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy 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 $1,775,791.44. Following the completion of the transaction, the executive vice president owned 73,857 shares in the company, valued at approximately $6,667,071.39. This trade represents a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 131,370 shares of company stock valued at $11,779,609. Corporate insiders own 0.18% of the company's stock.

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.

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