Magellan Asset Management Ltd Buys 59,575 Shares of NextEra Energy, Inc. $NEE

Magellan Asset Management Ltd lifted its stake in NextEra Energy, Inc. (NYSE:NEE) by 12.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 526,245 shares of the utilities provider’s stock after buying an additional 59,575 shares during the period. Magellan Asset Management Ltd’s holdings in NextEra Energy were worth $39,726,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Sax Wealth Advisors LLC grew its holdings in shares of NextEra Energy by 0.6% in the third quarter. Sax Wealth Advisors LLC now owns 19,380 shares of the utilities provider’s stock worth $1,463,000 after purchasing an additional 118 shares during the last quarter. apricus wealth LLC boosted its position in NextEra Energy by 3.8% during the 3rd quarter. apricus wealth LLC now owns 3,272 shares of the utilities provider’s stock valued at $247,000 after acquiring an additional 120 shares in the last quarter. Isthmus Partners LLC boosted its position in shares of NextEra Energy by 1.9% during the third quarter. Isthmus Partners LLC now owns 6,590 shares of the utilities provider’s stock valued at $497,000 after purchasing an additional 120 shares in the last quarter. Fingerlakes Wealth Management Inc. grew its position in shares of NextEra Energy by 0.8% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 16,215 shares of the utilities provider’s stock worth $1,224,000 after buying an additional 124 shares during the period. Finally, Heritage Wealth Management Inc. increased its stake in shares of NextEra Energy by 1.0% in the 3rd quarter. Heritage Wealth Management Inc. now owns 12,320 shares of the utilities provider’s stock worth $930,000 after acquiring an additional 125 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Erste Group upgraded NEE to Buy from Hold after NextEra raised its long‑term growth outlook; the upgrade highlights expected EPS growth and could boost investor confidence and demand for the stock. Erste Group Upgrade
• Positive Sentiment: Sector tailwind from AI/data‑center buildouts: data center developers increasingly need to secure their own power, creating opportunities for utility-scale generation, long‑term contracts, and battery-backed solutions — areas where NextEra has scale and projects. AI & Data Center Power Demand
• Positive Sentiment: Comparative analyst pieces favor NextEra vs. peers (e.g., GE Vernova) on a mix of growth, dividend stability and valuation — reinforcing NEE’s appeal to investors seeking low‑volatility clean‑energy exposure. NEE vs GEV Comparison
• Neutral Sentiment: Dividend roundups mention rising payouts among large dividend names; NEE remains positioned as a low‑volatility dividend stock, but these stories don’t report a direct change to NextEra’s payout and mainly provide sector context. Dividend Roundups
• Neutral Sentiment: NRG and other peer earnings previews are being watched for sector comparison; competitor results could influence sentiment for regulated and merchant power names but are not direct catalysts for NextEra. NRG Q4 Preview
• Neutral Sentiment: Local media snapshot of NextEra’s 1‑year performance provides retail visibility but adds little new fundamental information. Stock Snapshot

NextEra Energy Price Performance

NEE opened at $95.74 on Wednesday. The company’s 50-day simple moving average is $85.29 and its two-hundred day simple moving average is $81.32. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. The stock has a market capitalization of $199.47 billion, a P/E ratio of 29.10, a P/E/G ratio of 2.91 and a beta of 0.76. NextEra Energy, Inc. has a 52-week low of $61.72 and a 52-week high of $95.84.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.01. The firm had revenue of $6.50 billion during the quarter, compared to analysts’ expectations of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm’s quarterly revenue 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 predict that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, February 27th. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is currently 69.00%.

Analyst Ratings Changes

Several equities research analysts recently commented on NEE shares. Barclays boosted their price objective on shares of NextEra Energy from $84.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 15th. Mizuho set a $90.00 price target on NextEra Energy and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. BMO Capital Markets set a $95.00 price objective on NextEra Energy in a research report on Thursday, January 29th. Wells Fargo & Company lifted their price objective on NextEra Energy from $97.00 to $98.00 and gave the company an “overweight” rating in a research note on Tuesday, January 20th. Finally, UBS Group set a $91.00 target price on shares of 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 issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $93.05.

Insider Transactions at NextEra Energy

In related news, CEO John W. Ketchum sold 99,603 shares of NextEra Energy stock in a transaction on Monday, February 9th. The stock was sold at an average price of $89.34, for a total value of $8,898,532.02. Following the completion of the sale, the chief executive officer owned 305,933 shares of the company’s stock, valued at $27,332,054.22. The trade was a 24.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Charles E. Sieving sold 30,000 shares of the company’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 $2,700,000.00. Following the sale, the executive vice president owned 167,481 shares of the company’s stock, valued at approximately $15,073,290. This trade represents a 15.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 159,049 shares of company stock worth $14,194,542 in the last ninety days. Insiders own 0.18% of the company’s stock.

NextEra Energy 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.