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

NextEra Energy (NYSE:NEE) issued an update on its FY 2026 earnings guidance on Thursday morning. 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.

Analysts Set New Price Targets

NEE has been the topic of a number of recent analyst reports. BTIG Research reissued a “buy” rating and set a $103.00 price target on shares of NextEra Energy in a report on Wednesday, January 28th. BMO Capital Markets set a $95.00 price target on shares of NextEra Energy in a research report on Thursday, January 29th. TD Cowen started coverage on NextEra Energy in a research note on Thursday, October 16th. They issued a “buy” rating and a $98.00 price objective for the company. 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. Finally, Barclays increased their target price on shares of NextEra Energy from $84.00 to $85.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, NextEra Energy currently has an average rating of “Moderate Buy” and an average price target of $92.95.

NextEra Energy Stock Performance

NYSE:NEE opened at $89.17 on Friday. The company’s 50-day moving average is $82.81 and its two-hundred day moving average is $79.40. The firm has a market capitalization of $185.71 billion, a price-to-earnings ratio of 27.10, a PEG ratio of 2.78 and a beta of 0.76. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. NextEra Energy has a 1-year low of $61.72 and a 1-year high of $90.69.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The firm had revenue of $6.50 billion for the quarter, compared to analysts’ expectations of $7.07 billion. During the same period in the prior year, the firm posted $0.53 earnings per share. The firm’s quarterly revenue was up 20.7% on a year-over-year basis. Analysts forecast that NextEra Energy will post 3.68 EPS for the current year.

Insider Activity at NextEra Energy

In related news, EVP Ronald R. Reagan sold 18,620 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the sale, the executive vice president directly owned 9,643 shares in the company, valued at approximately $867,870. This represents a 65.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Charles E. Sieving sold 30,000 shares of NextEra Energy stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the sale, the executive vice president directly owned 167,481 shares of the company’s stock, valued at approximately $15,073,290. This trade represents a 15.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 204,586 shares of company stock worth $17,474,707. Corporate insiders own 0.20% of the company’s stock.

NextEra Energy News Summary

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

• Positive Sentiment: Signed a memorandum with Xcel to deliver generation solutions and enable large loads across Xcel’s territories — supports demand growth and long‑term renewable/large‑load opportunities. Xcel Energy and NextEra Energy Agree to Deliver Generation Solutions
• Positive Sentiment: NextEra is targeting AI data‑center growth (market positioning + potential high‑margin demand) and is leveraging partnerships to capture that load — an expansion of its dual utility/renewables growth thesis. NextEra Energy Targets AI Data Center Growth With Xcel Partnership And Premium Valuation
• Positive Sentiment: NextEra Capital Holdings issued $1.3B of long‑term debentures — provides funding for project builds and balance‑sheet flexibility to pursue growth. NextEra Energy Subsidiary Issues $1.3B Long-Term Debentures
• Positive Sentiment: Positive media/analyst coverage highlighting NextEra’s dual business model and growth runway could bolster investor interest (optional longer‑term bullish sentiment). Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
• Neutral Sentiment: Updated FY‑2025 and FY‑2026 EPS guidance: FY25 3.620–3.700 vs. consensus ~3.690; FY26 3.920–4.020 vs. consensus ~4.000 — guidance is roughly in line with Street estimates, so it’s not a clear beat/miss but frames near‑term expectations.
• Neutral Sentiment: General investor attention/coverage (Zacks, Kalkine summaries) is elevating visibility but doesn’t change fundamentals by itself. NextEra Energy, Inc. (NEE) is Attracting Investor Attention
• Negative Sentiment: Two senior executives sold sizable blocks of stock on Feb 4 (Charles Sieving: 30,000 shares; Ronald Reagan: 18,620 shares) — large insider sales can pressure sentiment even if disclosed as routine. SEC filings: Sieving Form 4 Reagan Form 4
• Negative Sentiment: NextEra scrapped a Wyoming wind project amid political/headwinds reported by NYT — a red flag on permitting/policy risk and potential lost growth in that region. NextEra Energy scraps Wyoming wind project amid Trump ‘blockade’ – NYT
• Negative Sentiment: Valuation concerns surfaced in commentary asserting NextEra may be “overvalued” again — could weigh on momentum if investors pivot to cheaper alternatives. NextEra Energy: Back To Overvalued

Institutional Trading of NextEra Energy

Large investors have recently made changes to their positions in the company. Strive Asset Management LLC purchased a new position in NextEra Energy during the 3rd quarter worth $29,000. Wiser Advisor Group LLC purchased a new stake in NextEra Energy during the third quarter worth about $66,000. Darwin Wealth Management LLC acquired a new position in NextEra Energy during the second quarter worth about $68,000. WFA of San Diego LLC purchased a new position in NextEra Energy in the second quarter valued at about $96,000. Finally, Triumph Capital Management purchased a new stake in NextEra Energy during the third quarter worth $111,000. 78.72% of the stock is owned by institutional investors and hedge funds.

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.