NextEra Energy (NYSE:NEE) Trading Up 2.2% - Still a Buy?

Key Points

• NextEra Energy shares rose 2.2% on Thursday, trading as high as $88.37 on volume above its daily average. The stock was last near $88.24, suggesting renewed investor interest.
• Recent coverage is broadly constructive, with analysts pointing to renewable backlog, long-term power purchase agreements, and AI/data-center power demand as potential growth drivers. Erste Group also raised its FY2026 and FY2027 earnings estimates.
• Wall Street remains generally positive: NextEra has a Moderate Buy consensus and an average price target of $99.86. The company also reported solid quarterly results, beating EPS estimates and supporting its annual dividend yield of about 2.8%.

Shares of NextEra Energy, Inc. (NYSE:NEE - Get Free Report) traded up 2.2% during trading on Thursday . The company traded as high as $88.37 and last traded at $88.2430. 11,641,532 shares traded hands during trading, an increase of 11% from the average daily volume of 10,525,607 shares. The stock had previously closed at $86.37.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: NextEra’s long-term power purchase agreements, renewable project backlog, and partnerships with Google Cloud and Meta are being highlighted as supports for steadier earnings growth as demand for clean electricity rises. Can Partnerships and PPAs Continue to Power NextEra's Earnings Growth?
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 earnings estimates for NextEra Energy, signaling modestly better profit expectations and reinforcing a constructive outlook for the utility. MarketBeat analyst estimate update
• Positive Sentiment: Coverage around NextEra’s Dominion-related expansion has framed the company as a potential key player in AI infrastructure and data-center power supply, which could expand its growth runway. NextEra’s Dominion deal could put it at the center of the AI power race
• Neutral Sentiment: Several articles simply reiterated that NextEra remains a closely watched large-cap utility and a popular name among analysts and investors, without introducing a major new catalyst. NextEra Energy (NEE) Is A Top Stock To Buy According To Billionaire Glenn Dubin’s Highbridge Capital
• Negative Sentiment: One recent piece noted that the stock had pulled back more sharply than the broader market in the prior session, suggesting some short-term volatility even amid the favorable longer-term story. NextEra Energy (NEE) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Wall Street Analyst Weigh In

NEE has been the subject of several analyst reports. Wall Street Zen raised shares of NextEra Energy from a "sell" rating to a "hold" rating in a research note on Saturday, June 20th. TD Cowen lifted their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the company a "buy" rating in a research report on Monday, April 27th. BMO Capital Markets decreased their price objective on NextEra Energy from $104.00 to $102.00 and set an "outperform" rating on the stock in a report on Monday, May 18th. Wells Fargo & Company set a $102.00 price objective on NextEra Energy and gave the company an "overweight" rating in a report on Friday, April 24th. Finally, HSBC raised their target price on NextEra Energy from $103.00 to $106.00 and gave the stock a "buy" rating in a research note on Tuesday, April 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, NextEra Energy has a consensus rating of "Moderate Buy" and an average price target of $99.86.

NextEra Energy Stock Up 2.2%

The business's 50 day moving average price is $89.42 and its 200-day moving average price is $88.58. The firm has a market capitalization of $184.02 billion, a PE ratio of 22.45, a P/E/G ratio of 2.57 and a beta of 0.67. 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 (NYSE:NEE - Get Free Report) last posted 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 firm had revenue of $6.70 billion during 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 firm's quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the company posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

NextEra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were paid a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy's dividend payout ratio is 63.36%.

Institutional Investors Weigh In On NextEra Energy

A number of institutional investors have recently modified their holdings of NEE. Walker Asset Management LLC grew its position in NextEra Energy by 2.2% in the 1st quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider's stock valued at $465,000 after acquiring an additional 107 shares in the last quarter. PUREfi Wealth LLC lifted its position in shares of NextEra Energy by 0.9% during the first quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider's stock worth $1,170,000 after purchasing an additional 107 shares in the last quarter. Garrison Point Advisors LLC lifted its position in shares of NextEra Energy by 0.4% during the fourth quarter. Garrison Point Advisors LLC now owns 28,267 shares of the utilities provider's stock worth $2,269,000 after purchasing an additional 109 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of NextEra Energy by 12.8% in the first quarter. Cornerstone Planning Group LLC now owns 978 shares of the utilities provider's stock valued at $94,000 after purchasing an additional 111 shares during the period. Finally, Legacy Wealth Managment LLC ID boosted its stake in shares of NextEra Energy by 23.2% in the first quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider's stock valued at $55,000 after purchasing an additional 112 shares during the period. 78.72% of the stock is owned by institutional investors and hedge funds.

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.

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