NextEra Energy, Inc. (NYSE:NEE) Stock Now Rated “Moderate Buy” by Wall Street Analysts

02 Oct 2026, 05:15 by Teresa Graham · The Cerbat Gem

Shares of NextEra Energy, Inc. (NYSE:NEE – Get Free Report) have earned a consensus rating of “Moderate Buy” from the twenty-three ratings firms that are currently covering the company, MarketBeat.com reports. Five equities research analysts have rated the stock with a hold recommendation and eighteen have given a buy recommendation to the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $99.67.

A number of analysts have weighed in on the stock. Barclays set a $91.00 price target on shares of NextEra Energy and gave the company an “equal weight” rating in a report on Tuesday, July 7th. Jefferies Financial Group set a $94.00 price objective on shares of NextEra Energy in a research report on Tuesday, July 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of NextEra Energy in a research note on Tuesday, September 8th. Bank of America decreased their target price on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a research report on Monday, July 13th. Finally, Scotiabank lowered their price target on NextEra Energy from $110.00 to $99.00 and set an “outperform” rating on the stock in a research note on Wednesday.

Read Our Latest Stock Analysis on NEE

Institutional Trading of NextEra Energy

A number of institutional investors and hedge funds have recently modified their holdings of the company. Czech National Bank increased its stake in NextEra Energy by 4.7% in the second quarter. Czech National Bank now owns 593,568 shares of the utilities provider’s stock valued at $52,097,000 after acquiring an additional 26,378 shares during the period. Annex Advisory Services LLC lifted its stake in NextEra Energy by 13.9% during the second quarter. Annex Advisory Services LLC now owns 711,009 shares of the utilities provider’s stock worth $62,405,000 after purchasing an additional 86,585 shares during the period. CV Advisors LLC acquired a new stake in NextEra Energy during the second quarter valued at approximately $1,404,000. Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in NextEra Energy by 4.1% during the second quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 544,574 shares of the utilities provider’s stock valued at $47,797,000 after purchasing an additional 21,569 shares in the last quarter. Finally, Avity Investment Management Inc. grew its stake in shares of NextEra Energy by 5.7% in the 2nd quarter. Avity Investment Management Inc. now owns 500,576 shares of the utilities provider’s stock valued at $43,936,000 after purchasing an additional 26,848 shares during the period. 78.72% of the stock is currently owned by institutional investors.

NextEra Energy News Summary

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

Positive Sentiment: NextEra Energy Resources is partnering with Related Companies and Lewis Energy Group on Project Star, a planned $22.3 billion Texas energy and digital-infrastructure campus. The project is expected to include 6.47 gigawatts of natural-gas generation supporting a nearby 5-GW data-center campus, with excess power sold into ERCOT. The scale could create long-term growth opportunities for NextEra’s generation and power-infrastructure businesses, although execution and financing remain important risks. Project Star announcement
Positive Sentiment: Scotiabank maintained an “outperform” rating while lowering its price target from $110 to $99. The revised target, along with a broader analyst consensus near $100, still implies substantial potential upside from recent trading levels. Analyst price target coverage
Neutral Sentiment: Chief Executive Officer John Ketchum participated in a Wolfe Research utilities conference fireside chat. The event could provide updates on NEE’s growth pipeline and financial outlook, but the announcement itself contained no new guidance or material financial disclosure. Wolfe Research conference announcement
Negative Sentiment: Utility stocks are facing pressure as Treasury yields move above 5%, making income-oriented alternatives more competitive and increasing financing costs for capital-intensive companies such as NextEra. Utility stock comparison
Negative Sentiment: Lawmakers have warned that a potential NextEra-Dominion transaction could increase electricity costs for consumers, creating regulatory and political overhang around the company. Separately, an investment comparison argued that Constellation Energy may offer somewhat greater upside, potentially diverting investor interest from NEE. Merger concerns

NextEra Energy Stock Up 0.7%

Shares of NEE stock opened at $76.27 on Friday. NextEra Energy has a 12 month low of $74.41 and a 12 month high of $98.75. The firm has a market cap of $159.09 billion, a PE ratio of 17.14, a price-to-earnings-growth ratio of 2.35 and a beta of 0.65. The stock has a 50 day moving average of $83.21 and a 200-day moving average of $87.64. 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 (NYSE:NEE – Get Free Report) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.04. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $8.11 billion. During the same quarter last year, the company posted $1.05 earnings per share. NextEra Energy’s quarterly revenue was up 12.4% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. On average, equities analysts predict that NextEra Energy will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th were issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend was Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is presently 55.96%.

NextEra Energy Company Profile

(Get Free Report)

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.