NextEra Energy, Inc. (NYSE:NEE) Given Consensus Rating of "Moderate Buy" by Brokerages

Key Points

• Moderate Buy consensus from 20 analysts (13 buys, 5 holds, 2 strong buys) with an average 12‑month target of $97.32, while firms like UBS have raised targets (to $104) and others have cut ratings to sell.
• Q1 results showed an EPS beat of $1.09 vs. $1.03 consensus but a revenue miss ($6.70B vs. $7.43B); management set FY2026 guidance of $3.92–4.02 EPS, roughly matching analyst expectations.
• The company increased its quarterly dividend to $0.6232 (annualized $2.49, ~2.6% yield; DPR ~63%), while insiders have sold roughly 179,990 shares (~$16.16M) in the past 90 days.

NextEra Energy, Inc. (NYSE:NEE - Get Free Report) has been assigned an average rating of "Moderate Buy" from the twenty analysts that are currently covering the company, Marketbeat.com reports. Five equities research analysts have rated the stock with a hold recommendation, thirteen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $97.3158.

Several equities analysts recently issued reports on the stock. UBS Group boosted their target price on shares of NextEra Energy from $91.00 to $104.00 and gave the company a "buy" rating in a research note on Thursday, March 5th. Wells Fargo & Company set a $102.00 target price on shares of NextEra Energy and gave the company an "overweight" rating in a research note on Friday. Wall Street Zen cut shares of NextEra Energy from a "hold" rating to a "sell" rating in a research note on Saturday, March 28th. Seaport Research Partners decreased their target price on shares of NextEra Energy from $56.00 to $55.00 and set a "sell" rating for the company in a research note on Monday, February 2nd. Finally, Mizuho boosted their target price on shares of NextEra Energy from $90.00 to $95.00 and gave the company a "neutral" rating in a research note on Wednesday, April 15th.

NextEra Energy Stock Performance

Shares of NYSE NEE opened at $94.86 on Tuesday. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. NextEra Energy has a 12 month low of $63.88 and a 12 month high of $97.63. The company has a 50 day simple moving average of $92.46 and a two-hundred day simple moving average of $86.93. The stock has a market cap of $197.82 billion, a price-to-earnings ratio of 24.14, a PEG ratio of 2.80 and a beta of 0.74.

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

NextEra Energy Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were paid a $0.6232 dividend. The ex-dividend date was Friday, February 27th. This represents a $2.49 annualized dividend and a dividend yield of 2.6%. This is an increase from NextEra Energy's previous quarterly dividend of $0.57. NextEra Energy's dividend payout ratio (DPR) is presently 63.36%.

Insider Transactions at NextEra Energy

In related news, EVP Ronald R. Reagan sold 18,620 shares of the business's stock in a transaction 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 in the company, valued at $867,870. The trade was a 65.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Charles E. Sieving sold 30,000 shares of the business's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the completion of the transaction, the executive vice president owned 167,481 shares of the company's stock, valued at approximately $15,073,290. This represents a 15.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 179,990 shares of company stock worth $16,155,409. Insiders own 0.18% of the company's stock.

Institutional Investors Weigh In On NextEra Energy

A number of hedge funds have recently modified their holdings of NEE. Wedbush Securities Inc. boosted its stake in NextEra Energy by 24.8% during the third quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider's stock worth $4,843,000 after buying an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co boosted its stake in NextEra Energy by 5.0% during the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider's stock worth $24,624,000 after buying an additional 15,600 shares during the period. National Pension Service boosted its stake in NextEra Energy by 1.3% during the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider's stock worth $365,783,000 after buying an additional 60,324 shares during the period. Synergy Asset Management LLC boosted its stake in NextEra Energy by 286.0% during the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider's stock worth $1,594,000 after buying an additional 16,322 shares during the period. Finally, Y Intercept Hong Kong Ltd boosted its stake in NextEra Energy by 61.8% during the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider's stock worth $4,604,000 after buying an additional 23,288 shares during the period. 78.72% of the stock is currently owned by institutional investors and hedge funds.

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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