NextEra Energy (NYSE:NEE) Updates FY 2026 Earnings Guidance

NextEra Energy (NYSE:NEE) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.920-4.020 for the period, compared to the consensus estimate of 4.000. The company issued revenue guidance of -. NextEra Energy also updated its FY 2025 guidance to 3.620-3.700 EPS.

NextEra Energy Stock Performance

Shares of NextEra Energy stock opened at $89.97 on Thursday. The company has a market capitalization of $187.37 billion, a PE ratio of 27.35, a price-to-earnings-growth ratio of 2.75 and a beta of 0.76. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. NextEra Energy has a 52 week low of $61.72 and a 52 week high of $90.69. The stock’s fifty day moving average is $82.74 and its two-hundred day moving average is $79.33.

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

Analyst Ratings Changes

Several brokerages have issued reports on NEE. Evercore ISI reaffirmed an “outperform” rating and issued a $93.00 price objective on shares of NextEra Energy in a report on Tuesday, October 28th. Argus set a $92.00 target price on NextEra Energy and gave the company a “buy” rating in a report on Wednesday, January 28th. BTIG Research reissued a “buy” rating and issued a $103.00 price objective on shares of NextEra Energy in a research report on Wednesday, January 28th. HSBC increased their price objective on shares of NextEra Energy from $94.00 to $95.00 in a report on Monday, November 10th. Finally, UBS Group set a $91.00 price target on NextEra Energy and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $92.95.

Insider Buying and Selling at NextEra Energy

In other news, EVP Ronald R. Reagan sold 10,826 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total transaction of $920,210.00. Following the transaction, the executive vice president owned 15,643 shares in the company, valued at approximately $1,329,655. The trade was a 40.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of the firm’s 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 directly owned 162,693 shares of the company’s stock, valued at approximately $13,651,569.63. This trade represents a 47.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.20% of the stock is currently owned by insiders.

Trending Headlines about NextEra Energy

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 Trading of NextEra Energy

Hedge funds and other institutional investors have recently modified their holdings of the company. Strive Asset Management LLC acquired a new stake in shares of NextEra Energy during the third quarter worth $29,000. Wiser Advisor Group LLC bought a new stake in NextEra Energy during the 3rd quarter valued at $66,000. Darwin Wealth Management LLC acquired a new stake in shares of NextEra Energy in the 2nd quarter worth about $68,000. WFA of San Diego LLC purchased a new stake in shares of NextEra Energy in the second quarter worth approximately $96,000. Finally, Triumph Capital Management bought a new position in NextEra Energy during the 3rd quarter valued at $111,000. Institutional investors and hedge funds 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.