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

NextEra Energy (NYSE:NEE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.920-4.02 for the period, compared to the consensus EPS estimate of 4.010. The company issued revenue guidance of -.

NextEra Energy Trading Down 0.9%

NEE opened at $95.38 on Friday. The stock has a market capitalization of $198.89 billion, a P/E ratio of 24.27, a P/E/G ratio of 2.82 and a beta of 0.74. NextEra Energy has a 12 month low of $63.88 and a 12 month high of $97.63. The firm’s fifty day simple moving average is $92.44 and its 200 day simple moving average is $86.81. The company has a current ratio of 0.54, a quick ratio of 0.49 and a debt-to-equity ratio of 1.41.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.03 by $0.06. The business had revenue of $6.70 billion for 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 revenue was up 7.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts anticipate that NextEra Energy will post 4.01 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were given a $0.6232 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 annualized dividend and a yield of 2.6%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is presently 63.36%.

Analysts Set New Price Targets

Several equities research analysts recently commented on NEE shares. Barclays boosted their price objective on shares of NextEra Energy from $85.00 to $89.00 and gave the company an “equal weight” rating in a research report on Tuesday, April 7th. Erste Group Bank raised shares of NextEra Energy from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. Mizuho boosted their price objective on shares of NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Weiss Ratings cut shares of NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. Finally, HSBC boosted their price objective on shares of NextEra Energy from $96.00 to $103.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, NextEra Energy has a consensus rating of “Moderate Buy” and a consensus target price of $97.05.

Insider Activity at NextEra Energy

In other news, Treasurer James Michael May sold 7,161 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the transaction, the treasurer directly owned 26,719 shares in the company, valued at $2,411,924.13. This represents a 21.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Ronald R. Reagan sold 18,620 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the transaction, the executive vice president owned 9,643 shares of the company’s stock, valued at approximately $867,870. This represents a 65.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 179,990 shares of company stock worth $16,155,409. Corporate insiders own 0.18% of the company’s stock.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Q1 beat and visible growth — NextEra reported $1.09 adjusted EPS (above estimates) and ~10% EPS growth; management confirmed FY‑2026 EPS guidance and highlighted renewables/storage origination adding ~4 GW plus a multi‑GW renewables backlog. This supports the company’s growth narrative. Zacks: NextEra Beats Q1
• Positive Sentiment: New conventional and nuclear initiatives — NextEra announced partnerships tied to U.S.–Japan trade support for ~9.5 GW of gas-fired capacity for data centers and is advancing small modular reactor work, diversifying its supply stack and creating contracted development opportunities. Yahoo: Expands Gas & Nuclear
• Positive Sentiment: Analyst support — Price targets were raised this week (BMO to $99 with an outperform; Scotiabank to $110 with sector‑perform), giving upside on the stock and signaling continued analyst conviction. MarketScreener: BMO PT Raise MarketScreener: Scotiabank PT Raise
• Positive Sentiment: Relative and defensive appeal — Coverage comparing NextEra favorably to peers (e.g., Constellation) and rankings among defensive stocks underline its mix of regulated utility cash flows and growth projects, attracting conservative growth investors. Yahoo: Constellation vs. NextEra Yahoo: Defensive Stock
• Neutral Sentiment: Guidance and revenue nuance — FY‑2026 EPS guidance was set at $3.92–$4.02 (near Street estimates) but quarterly revenue missed expectations ($6.70B vs. ~$7.43B). That mix tempers the enthusiasm from the EPS beat. MarketBeat: Q1 Results
• Neutral Sentiment: Macro headwinds — Broader market/geopolitical risk is pressuring sentiment across utilities and the market this week, which can mute stock reactions even when company‑specific news is positive. Yahoo: Market News
• Negative Sentiment: ESG and investor composition risk — The pivot into significant gas‑fired capacity could concern ESG‑focused investors and funds that favor pure‑play renewables, potentially pressuring demand from that buyer base. Yahoo: Expands Gas & Nuclear
• Negative Sentiment: Policy uncertainty — Legislative moves that change federal energy efficiency or infrastructure incentives could alter long‑term policy tailwinds for renewables; this adds a policy‑risk layer to the thesis. QuiverQuant: H.R.4690

Hedge Funds Weigh In On NextEra Energy

A number of large investors have recently modified their holdings of the business. Wealth Watch Advisors INC raised its holdings in shares of NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after purchasing an additional 226 shares during the period. Strive Asset Management LLC bought a new stake in shares of NextEra Energy in the 3rd quarter valued at about $29,000. Scarborough Advisors LLC raised its holdings in shares of NextEra Energy by 839.4% in the 4th quarter. Scarborough Advisors LLC now owns 667 shares of the utilities provider’s stock valued at $54,000 after purchasing an additional 596 shares during the period. Litman Gregory Wealth Management LLC bought a new stake in shares of NextEra Energy in the 4th quarter valued at about $62,000. Finally, Advocate Investing Services LLC bought a new stake in shares of NextEra Energy in the 4th quarter valued at about $64,000. 78.72% of the stock is currently 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.