NextEra Energy (NYSE:NEE) Updates FY 2025 Earnings Guidance

NextEra Energy (NYSE:NEE) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.620-3.700 for the period, compared to the consensus estimate of 3.690. The company issued revenue guidance of -. NextEra Energy also updated its FY 2026 guidance to 3.920-4.020 EPS.

Wall Street Analyst Weigh In

NEE has been the topic of a number of research reports. The Goldman Sachs Group raised their price target on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. New Street Research set a $84.00 price target on NextEra Energy in a report on Monday, October 13th. Wells Fargo & Company upped their target price on shares of NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 20th. Argus set a $92.00 price objective on shares of NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a research note on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $92.95.

NextEra Energy Stock Up 1.3%

NEE stock opened at $89.97 on Thursday. The firm has a 50 day simple moving average of $82.74 and a 200-day simple moving average of $79.33. The company has a market capitalization of $187.37 billion, a P/E ratio of 27.35, a PEG ratio of 2.75 and a beta of 0.76. NextEra Energy has a twelve month low of $61.72 and a twelve month high of $90.69. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. The firm had revenue of $6.56 billion during the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm’s revenue was up 20.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.53 earnings per share. On average, equities research analysts predict that NextEra Energy will post 3.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Ronald R. Reagan sold 10,826 shares of NextEra Energy stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $85.00, for a total transaction of $920,210.00. Following the transaction, the executive vice president directly owned 15,643 shares of the company’s stock, valued at $1,329,655. The trade was a 40.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of NextEra Energy stock in a transaction on Monday, November 17th. The stock was sold at an average price of $83.91, for a total value of $12,178,697.40. Following the completion of the transaction, the chief executive officer owned 162,693 shares in the company, valued at $13,651,569.63. The trade was a 47.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.20% of the company’s stock.

NextEra Energy News Summary

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

• Positive Sentiment: Partnership to target AI data-center demand — NextEra is positioning to capture AI load growth through a commercial push and partnership framework with Xcel that targets data-center customers and premium-margin generation solutions, which could lift long-term growth and valuation expectations. NextEra Targets AI Data Center Growth
• Positive Sentiment: MOU with Xcel to deliver generation for large loads — NextEra and Xcel signed an MOU to coordinate delivery of generation resources and enable large customer loads across Xcel territories, a deal-flow pipeline that can translate into long-term contracted revenue and quicker offtake for renewables and hybrid projects. Xcel and NextEra Agree to Deliver Generation Solutions
• Positive Sentiment: Analyst support and dividend appeal — BMO lifted its price target to $95 and kept an Outperform rating, citing earnings visibility; NextEra also appears on dividend-focused lists, reinforcing its appeal to income and total-return investors. These endorsements can help sustain buying interest. BMO Highlights Earnings Visibility
• Neutral Sentiment: Heightened retail/institutional attention — Zacks notes increased investor attention to NEE; higher visibility drives volume and can amplify moves in either direction but is not itself directional. Zacks: Investor Attention
• Neutral Sentiment: Peer-comparison analysis — Commentary comparing NEE to peers (e.g., NRG) highlights trade-offs between dividend yield, growth from new business lines (AI/data centers) and total-return profiles; useful context for positioning but not an immediate catalyst. NRG vs NextEra Analysis
• Negative Sentiment: Scrapped Wyoming wind project highlights political/regulatory risk — The NYT reports NextEra abandoned a major Wyoming wind build due to a federal/administration “blockade.” This shows execution and siting risk in certain jurisdictions and could weigh on future project pipeline assumptions and risk premium in the stock. NextEra Scraps Wyoming Wind Project

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of NEE. Strive Asset Management LLC acquired a new position in NextEra Energy in the third quarter valued at approximately $29,000. Wiser Advisor Group LLC acquired a new position in NextEra Energy during the third quarter worth approximately $66,000. Darwin Wealth Management LLC acquired a new stake in NextEra Energy during the 2nd quarter worth approximately $68,000. WFA of San Diego LLC bought a new stake in shares of NextEra Energy in the second quarter valued at about $96,000. Finally, Triumph Capital Management acquired a new position in shares of NextEra Energy during the 3rd quarter worth approximately $111,000. Institutional investors own 78.72% 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.