GoalVest Advisory LLC Buys 12,285 Shares of NextEra Energy, Inc. $NEE

GoalVest Advisory LLC lifted its stake in NextEra Energy, Inc. (NYSE:NEE) by 221.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 17,829 shares of the utilities provider’s stock after purchasing an additional 12,285 shares during the quarter. GoalVest Advisory LLC’s holdings in NextEra Energy were worth $1,431,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of NextEra Energy by 7.0% during the fourth quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after acquiring an additional 1,840 shares during the period. Revolve Wealth Partners LLC boosted its holdings in NextEra Energy by 6.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock valued at $348,000 after acquiring an additional 298 shares during the last quarter. Acadian Asset Management LLC increased its position in NextEra Energy by 38.4% in the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after purchasing an additional 3,479 shares during the period. Sivia Capital Partners LLC increased its position in NextEra Energy by 18.1% in the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after purchasing an additional 852 shares during the period. Finally, United Bank raised its holdings in NextEra Energy by 2.9% during the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after purchasing an additional 444 shares during the last quarter. Institutional investors own 78.72% of the company’s stock.

NextEra Energy Trading Up 1.6%

NYSE NEE opened at $92.40 on Friday. The firm has a market cap of $192.51 billion, a P/E ratio of 28.08 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. The stock’s 50-day moving average is $89.39 and its 200-day moving average is $83.36. NextEra Energy, Inc. has a one year low of $61.72 and a one year high of $95.91.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business had revenue of $6.50 billion during the quarter, compared to analyst estimates of $7.07 billion. During the same period in the previous year, the firm earned $0.53 EPS. NextEra Energy’s quarterly revenue was up 20.7% compared to the same quarter last year. Sell-side analysts anticipate that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were issued a $0.6232 dividend. This represents a $2.49 annualized dividend and a dividend yield of 2.7%. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio is currently 75.68%.

Analyst Ratings Changes

Several brokerages have recently commented on NEE. Wall Street Zen upgraded shares of NextEra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. Argus set a $92.00 price objective on shares of NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, January 28th. UBS Group lifted their target price on shares of NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. BTIG Research reiterated a “buy” rating and set a $103.00 target price on shares of NextEra Energy in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. increased their price target on NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research note on Thursday, December 11th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $94.44.

Key NextEra Energy News

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

• Positive Sentiment: Institutional investors increased stakes, signaling confidence and providing buying pressure that supports the stock’s gain. NextEra Energy (NYSE:NEE) Gains on Institutional Stake Increase
• Positive Sentiment: Analysts and outlets are pitching NextEra as a long-term dividend play tied to a broader nuclear renaissance, which can attract income-focused investors. This Nuclear Dividend Stock Could Turn $1,000 Into a Lifetime Income Stream
• Positive Sentiment: NEE outperformed a weaker market session, which is drawing short-term momentum buyers and supporting today’s uptick. NextEra Energy (NEE) Gains As Market Dips: What You Should Know
• Neutral Sentiment: Heightened retail and Zacks.com interest has made NEE a “trending” ticker—boosts liquidity and attention but not a fundamental driver by itself. NextEra Energy, Inc. (NEE) Is a Trending Stock
• Neutral Sentiment: Management’s plan to add 15–30 GW (largely gas) to serve data centers could materially grow revenue but raises ESG and capital-intensity questions; investors are re-pricing growth vs. risk. A Look At NextEra Energy (NEE) Valuation As New Data Center Power Buildout Plan Emerges
• Negative Sentiment: NextEra’s planned $2 billion public offering of equity units to fund projects raises short-term dilution concerns and pressured some investors despite funding growth. NextEra Energy, Inc. (NEE) Plans to Sell $2 billion in Equity Units to Fund Energy Projects

Insider Buying and Selling

In other news, EVP Ronald R. Reagan sold 18,620 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 9,643 shares of the company’s stock, valued at $867,870. This represents a 65.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO John W. Ketchum sold 99,603 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the sale, the chief executive officer owned 305,933 shares in the company, valued at approximately $27,332,054.22. The trade was a 24.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 190,816 shares of company stock valued at $17,075,619. 0.20% of the stock is owned by corporate insiders.

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.