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

by · The Markets Daily

NextEra Energy (NYSE:NEE – Get Free Report) updated its FY 2026 earnings guidance on Thursday. 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.

NextEra Energy Stock Performance

Shares of NEE traded down $0.80 on Thursday, reaching $89.17. 9,794,226 shares of the company’s stock traded hands, compared to its average volume of 9,897,421. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35. The stock has a market cap of $185.71 billion, a PE ratio of 27.10, a PEG ratio of 2.75 and a beta of 0.76. The stock’s 50 day simple moving average is $82.74 and its two-hundred day simple moving average is $79.33. NextEra Energy has a 52-week low of $61.72 and a 52-week high of $90.69.

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

Analysts Set New Price Targets

NEE has been the subject of a number of research reports. Wolfe Research increased their target price on shares of NextEra Energy from $87.00 to $94.00 and gave the company an “outperform” rating in a research report on Monday, December 1st. Evercore ISI reiterated an “outperform” rating and issued a $93.00 price objective on shares of NextEra Energy in a research note on Tuesday, October 28th. The Goldman Sachs Group raised their target price on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a research report on Monday, December 29th. Finally, Jefferies Financial Group set a $87.00 price target on NextEra Energy in a research note on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $92.95.

View Our Latest Report on NEE

Insider Activity

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $2,700,000.00. Following the completion of the transaction, the executive vice president directly owned 167,481 shares of the company’s stock, valued at $15,073,290. This trade represents a 15.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Ronald R. Reagan sold 18,620 shares of the company’s stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 9,643 shares in the company, valued at approximately $867,870. The trade was a 65.88% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 204,586 shares of company stock worth $17,474,707. 0.20% of the stock is owned by company insiders.

More NextEra Energy News

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

  • Positive Sentiment: Deal and growth opportunity with Xcel — NextEra signed an agreement/MOU with Xcel to deliver generation solutions and enable large loads across Xcel’s territories, a move that supports utility-scale renewables and potential demand from large customers (including data centers). Xcel Energy and NextEra Energy Agree
  • Positive Sentiment: AI/data-center angle could lift growth and valuation — coverage highlights NextEra’s push into enabling AI data-center loads via partnerships and grid solutions, which could expand higher-margin opportunities beyond traditional utility revenues. NextEra Energy Targets AI Data Center Growth
  • Positive Sentiment: Longer-term growth narrative remains attractive to some investors — a bullish piece argues NextEra’s dual business model (regulated utility + clean-energy development) positions it for durable growth that could outperform tech in certain scenarios. Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
  • Neutral Sentiment: FY‑2025 and FY‑2026 EPS guidance updated — NextEra issued FY25 EPS guidance of $3.620–3.700 (consensus ~3.690) and FY26 EPS guidance of $3.920–4.020 (consensus ~4.00). Ranges roughly straddle consensus, leaving room for interpretation on near-term growth.
  • Neutral Sentiment: Heightened investor attention — coverage and screen interest (e.g., Zacks) are increasing, which can amplify moves both up and down depending on news flow. Zacks: NEE Attracting Investor Attention
  • Negative Sentiment: Wyoming wind project canceled — NextEra scrapped a Wyoming wind project amid political obstacles reported by the NYT, a development that reduces near‑term project pipeline and highlights regulatory/political execution risk. NextEra Energy scraps Wyoming wind project amid Trump ‘blockade’ – NYT
  • Negative Sentiment: Valuation concerns flagged by analysts — commentary arguing NextEra is “back to overvalued” has circulated, pressuring sentiment as the stock trades near its 52-week high. NextEra Energy: Back To Overvalued

Institutional Investors Weigh In On NextEra Energy

Several hedge funds have recently added to or reduced their stakes in the company. San Luis Wealth Advisors LLC bought a new position in shares of NextEra Energy in the third quarter worth approximately $253,000. Keystone Financial Group boosted its position in NextEra Energy by 8.1% during the 3rd quarter. Keystone Financial Group now owns 16,550 shares of the utilities provider’s stock valued at $1,258,000 after buying an additional 1,234 shares during the period. Palisade Asset Management LLC grew its holdings in NextEra Energy by 20.7% in the 3rd quarter. Palisade Asset Management LLC now owns 37,316 shares of the utilities provider’s stock worth $2,817,000 after acquiring an additional 6,407 shares during the last quarter. Reynders McVeigh Capital Management LLC increased its position in shares of NextEra Energy by 0.7% in the third quarter. Reynders McVeigh Capital Management LLC now owns 20,980 shares of the utilities provider’s stock valued at $1,584,000 after acquiring an additional 149 shares during the period. Finally, Vivaldi Capital Management LP raised its stake in shares of NextEra Energy by 3.7% during the third quarter. Vivaldi Capital Management LP now owns 7,937 shares of the utilities provider’s stock valued at $599,000 after acquiring an additional 284 shares during the last quarter. Institutional investors own 78.72% of the company’s stock.

About NextEra Energy

(Get Free Report)

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.

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