KeyCorp Has Pessimistic View of NextEra Energy Q2 Earnings

NextEra Energy, Inc. (NYSE:NEE) – Stock analysts at KeyCorp dropped their Q2 2026 earnings per share estimates for NextEra Energy in a research report issued on Wednesday, July 22nd. KeyCorp analyst S. Karp now anticipates that the utilities provider will post earnings per share of $1.13 for the quarter, down from their previous forecast of $1.28. The consensus estimate for NextEra Energy’s current full-year earnings is $4.00 per share. KeyCorp also issued estimates for NextEra Energy’s Q3 2026 earnings at $1.40 EPS, Q4 2026 earnings at $0.41 EPS, FY2026 earnings at $4.02 EPS, FY2027 earnings at $4.41 EPS, FY2029 earnings at $5.17 EPS and FY2030 earnings at $5.50 EPS.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. The firm had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business’s revenue was up 12.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS.

A number of other research firms have also recently weighed in on NEE. Scotiabank upped their target price on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. Bank of America cut their price target on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research note on Monday, July 13th. Evercore reaffirmed an “outperform” rating and set a $107.00 price objective on shares of NextEra Energy in a report on Monday, May 4th. Mizuho set a $95.00 price objective on NextEra Energy in a research note on Monday. Finally, Jefferies Financial Group set a $94.00 target price on NextEra Energy in a report on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $99.36.

NextEra Energy Price Performance

NYSE:NEE opened at $89.35 on Monday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.53. The company has a 50-day moving average of $87.36 and a 200-day moving average of $89.67. NextEra Energy has a 52 week low of $69.24 and a 52 week high of $98.75. The company has a market capitalization of $186.33 billion, a price-to-earnings ratio of 20.08, a PEG ratio of 2.44 and a beta of 0.67.

NextEra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is currently 55.96%.

Institutional Trading of NextEra Energy

Several large investors have recently added to or reduced their stakes in NEE. Laurel Wealth Advisors LLC bought a new stake in NextEra Energy during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC grew its holdings in shares of NextEra Energy by 692.3% during the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock worth $25,000 after purchasing an additional 270 shares during the last quarter. Wealth Watch Advisors INC grew its holdings in shares of NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 226 shares during the last quarter. Osbon Capital Management LLC acquired a new stake in shares of NextEra Energy in the fourth quarter valued at $27,000. Finally, Strive Asset Management LLC bought a new position in shares of NextEra Energy in the third quarter valued at about $29,000. 78.72% of the stock is owned by institutional investors.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: NextEra’s second-quarter results exceeded expectations, with adjusted EPS of $1.15 versus the $1.03 consensus estimate and revenue of $7.53 billion, up 12.4% year over year. The company maintained its fiscal 2026 EPS outlook of $3.92 to $4.02, reinforcing confidence in its earnings trajectory.
• Positive Sentiment: Management highlighted surging electricity demand, a 35.1-gigawatt backlog and growing data-center hubs. These trends position NextEra as a major utility beneficiary of artificial-intelligence and hyperscale data-center expansion while leaving its long-term earnings-growth targets intact. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: Investor commentary increasingly frames NextEra as one of the utility sector’s leading AI-power investments. Unlike equipment suppliers, NextEra owns and develops the generation capacity that can serve new data-center demand, potentially providing long-term contracted growth. NextEra Energy Is Becoming the Utility Sector’s Biggest AI Power Bet
• Positive Sentiment: BMO Capital raised its price target from $94 to $96 and reiterated an “Outperform” rating, signaling additional potential upside based on the company’s earnings and demand outlook.
• Neutral Sentiment: Heavy searches for NEE on Zacks indicate elevated investor attention, but search activity alone does not establish a change in fundamentals or valuation. Investors Heavily Search NextEra Energy
• Negative Sentiment: As a capital-intensive utility, NextEra remains exposed to interest-rate movements, financing costs and execution risks associated with expanding generation and transmission capacity. Its premium valuation could also limit gains if AI-related growth expectations are not realized.

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.