NextEra Energy (NYSE:NEE) Stock Rating Upgraded by Wells Fargo & Company

NextEra Energy (NYSE:NEE) was upgraded by equities researchers at Wells Fargo & Company to a “strong-buy” rating in a research report issued on Monday, Zacks reports.

Other research analysts also recently issued reports about the stock. Seaport Research Partners restated a “sell” rating and set a $56.00 target price (up from $55.00) on shares of NextEra Energy in a research report on Friday, October 2nd. Barclays set a $91.00 price target on shares of NextEra Energy and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Erste Group Bank downgraded shares of NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. Wall Street Zen lowered shares of NextEra Energy from a “sell” rating to a “strong sell” rating in a report on Saturday, October 3rd. Finally, Bank of America cut their price objective on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, NextEra Energy currently has a consensus rating of “Moderate Buy” and an average price target of $99.65.

NextEra Energy Trading Up 0.2%

Shares of NEE opened at $78.41 on Monday. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. NextEra Energy has a 12-month low of $74.41 and a 12-month high of $98.75. The firm has a market capitalization of $163.57 billion, a PE ratio of 17.62, a price-to-earnings-growth ratio of 2.41 and a beta of 0.64. The stock’s fifty day simple moving average is $81.34 and its 200-day simple moving average is $86.76.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.04. The business had revenue of $7.53 billion for the quarter, compared to analysts’ expectations of $8.11 billion. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%. The firm’s quarterly revenue was up 12.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, research analysts predict that NextEra Energy will post 4.03 earnings per share for the current year.

Hedge Funds Weigh In On NextEra Energy

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NEE. Legal & General Group Plc acquired a new stake in NextEra Energy in the second quarter worth $1,465,987,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of NextEra Energy by 5.8% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 16,302,084 shares of the utilities provider’s stock worth $1,430,834,000 after purchasing an additional 895,824 shares in the last quarter. Amundi boosted its position in shares of NextEra Energy by 46.5% during the second quarter. Amundi now owns 13,329,077 shares of the utilities provider’s stock worth $1,169,839,000 after purchasing an additional 4,231,814 shares in the last quarter. Bessemer Group Inc. grew its holdings in shares of NextEra Energy by 8.5% in the 1st quarter. Bessemer Group Inc. now owns 10,187,013 shares of the utilities provider’s stock valued at $946,169,000 after buying an additional 799,546 shares during the period. Finally, Pictet Asset Management Holding SA grew its holdings in shares of NextEra Energy by 4.3% in the 1st quarter. Pictet Asset Management Holding SA now owns 9,648,920 shares of the utilities provider’s stock valued at $896,185,000 after buying an additional 394,898 shares during the period. 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: Large AI-energy project strengthens long-term growth prospects. NextEra and Brookfield plan to develop a roughly $100 billion AI hub in Kentucky, including a 1.8-GW data-center campus, 2 GW of gas-fired generation and 2.6 GW of battery storage. The project could create substantial future demand for NextEra’s power-generation, storage and infrastructure capabilities. Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site
• Positive Sentiment: Earnings expectations remain constructive. Zacks highlighted NextEra’s history of exceeding estimates and identified conditions that could support another quarterly earnings beat. KeyCorp also raised its fourth-quarter 2026 EPS forecast to $0.49 from $0.44, while Wells Fargo reiterated a Buy rating with a $108 price target. Will NextEra Beat Estimates Again? NextEra Receives a Buy from Wells Fargo
• Positive Sentiment: Dividend growth remains an appeal. NextEra has raised its dividend for 31 consecutive years, and its earnings outlook could support continued increases, reinforcing the stock’s attraction to income-oriented investors. This Utility Has Raised Its Dividend for 31 Straight Years
• Neutral Sentiment: Governance settlement removes a legal overhang but adds oversight. A proposed $15.5 million insurance-funded settlement in shareholder litigation includes governance reforms lasting at least four years. The resolution may improve investor confidence, though the reforms could increase scrutiny of management. Why NextEra Energy Is Getting Attention
• Negative Sentiment: Higher rates remain a valuation risk. Morgan Stanley identified NextEra among clean-tech companies vulnerable to further valuation pressure as interest rates rise, an important concern for a capital-intensive utility with significant financing needs. Clean Tech Firms Facing Q3 Valuation Impact on Higher Rates
• Negative Sentiment: Analyst estimate revisions are mixed. KeyCorp lowered its 2026 EPS forecast to $3.96 from $4.02 and trimmed estimates for 2027, 2029 and 2030, while reducing its third-quarter forecast to $1.23 from $1.34. These cuts temper the otherwise positive earnings-beat narrative.

About NextEra Energy

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), the company generates, transmits, distributes and sells electricity to customers across Florida. FPL serves residential, commercial and industrial customers and operates a diverse generation portfolio that includes natural gas, solar, nuclear and other resources.

NextEra Energy’s other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.