FY2026 EPS Estimates for NextEra Energy Raised by Analyst

NextEra Energy, Inc. (NYSE:NEE) – Equities research analysts at Erste Group Bank boosted their FY2026 earnings estimates for NextEra Energy in a research report issued on Thursday, June 25th. Erste Group Bank analyst S. Lingnau now anticipates that the utilities provider will post earnings per share of $4.04 for the year, up from their previous estimate of $4.03. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for NextEra Energy’s current full-year earnings is $4.01 per share. Erste Group Bank also issued estimates for NextEra Energy’s FY2027 earnings at $4.40 EPS.

A number of other research analysts have also recently commented on the company. Scotiabank upped their price objective on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. Barclays set a $90.00 target price on NextEra Energy and gave the company an “equal weight” rating in a research report on Tuesday, May 26th. DA Davidson upped their price target on NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. BTIG Research reaffirmed a “buy” rating and issued a $112.00 price target on shares of NextEra Energy in a research note on Friday, April 24th. Finally, Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a report on Saturday, June 20th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $99.86.

NextEra Energy Stock Down 1.1%

Shares of NYSE NEE opened at $87.72 on Wednesday. The company has a 50 day simple moving average of $89.54 and a 200-day simple moving average of $88.55. The company has a market capitalization of $182.93 billion, a P/E ratio of 22.32, a P/E/G ratio of 2.60 and a beta of 0.68. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. NextEra Energy has a 1 year low of $67.54 and a 1 year high of $98.75.

NextEra Energy (NYSE:NEE) last issued its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. The company had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. NextEra Energy’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS.

NextEra Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.

Institutional Trading of NextEra Energy

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of NextEra Energy by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after buying an additional 2,234,176 shares during the period. Geode Capital Management LLC raised its holdings in shares of NextEra Energy by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock valued at $3,781,790,000 after buying an additional 966,152 shares during the period. Norges Bank acquired a new position in NextEra Energy during the 4th quarter worth about $2,816,327,000. Price T Rowe Associates Inc. MD boosted its holdings in NextEra Energy by 6.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock valued at $1,474,407,000 after acquiring an additional 1,136,074 shares during the period. Finally, Deutsche Bank AG boosted its holdings in NextEra Energy by 2.9% during the 4th quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock valued at $1,387,347,000 after acquiring an additional 485,854 shares during the period. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra is being viewed as a potential beneficiary of rising AI electricity demand, with coverage suggesting its scale in clean power generation could make it a key supplier as data centers need more uninterrupted power. Why Is NextEra Energy (NYSE:NEE) Linked to S&P 500 AI Demand?
• Positive Sentiment: Articles also emphasize NextEra’s clean-power leadership, which could support longer-term growth if utilities and hyperscale tech customers keep prioritizing low-carbon electricity. NextEra Energy Inc (NYSE:NEE) Leads Clean Power Focus
• Positive Sentiment: Analysts are still expecting modest earnings growth into the company’s upcoming quarterly report, which keeps the near-term earnings setup constructive if NextEra can meet expectations. Earnings Preview: What To Expect From NextEra Energy’s Report
• Neutral Sentiment: Several pieces compare NextEra with other utilities such as FirstEnergy, mainly focusing on relative value rather than a major new catalyst, so these stories are more about investor positioning than a clear stock-moving event. FE or NEE: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Coverage about NextEra facing a “power demand test” underscores that investors are watching whether AI-related electricity growth translates into durable earnings, but it does not point to a specific near-term change in fundamentals. NextEra Energy (NYSE:NEE) Faces A Power Demand Test
• Negative Sentiment: Regulatory scrutiny is a key overhang: a U.S. senator has asked regulators to reject NextEra’s roughly $66.8 billion Dominion acquisition, warning it could concentrate too much power in one company. That raises deal-risk and potential delay risk for the stock. US senator asks regulator to reject giant NextEra-Dominion power deal, filing
• Negative Sentiment: One analyst comparison noted that other clean-energy names may offer more upside than NEE, suggesting some investors may see NextEra as less attractive on a valuation basis after its recent run. NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race

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.