NextEra Energy (NYSE:NEE) Updates FY 2025 Earnings Guidance

NextEra Energy (NYSE:NEE) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 3.620-3.700 for the period, compared to the consensus earnings per share estimate of 3.690. The company issued revenue guidance of -. NextEra Energy also updated its FY 2026 guidance to 3.920-4.020 EPS.

NextEra Energy Trading Up 1.3%

Shares of NextEra Energy stock opened at $89.97 on Thursday. The stock’s 50-day simple moving average is $82.74 and its 200 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. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. The stock has a market capitalization of $187.37 billion, a P/E ratio of 27.35, a P/E/G ratio of 2.75 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last posted its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. The business had revenue of $6.56 billion for the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. NextEra Energy’s revenue was up 20.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.53 EPS. As a group, research analysts anticipate that NextEra Energy will post 3.68 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on NEE shares. Argus set a $92.00 price objective on NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, January 28th. TD Cowen began coverage on NextEra Energy in a research report on Thursday, October 16th. They issued a “buy” rating and a $98.00 target price for the company. Morgan Stanley reissued an “overweight” rating and set a $104.00 price objective on shares of NextEra Energy in a research note on Wednesday, January 21st. HSBC increased their target price on NextEra Energy from $94.00 to $95.00 in a research note on Monday, November 10th. Finally, The Goldman Sachs Group boosted their price objective on shares of NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $92.95.

Insider Buying and Selling

In other news, CEO Armando Pimentel, Jr. sold 145,140 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $83.91, for a total value of $12,178,697.40. Following the sale, the chief executive officer owned 162,693 shares of the company’s stock, valued at approximately $13,651,569.63. This represents a 47.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Ronald R. Reagan sold 10,826 shares of the stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $85.00, for a total value of $920,210.00. Following the completion of the sale, the executive vice president owned 15,643 shares in the company, valued at approximately $1,329,655. The trade was a 40.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.20% of the stock is currently owned by corporate insiders.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Partnership to target AI data-center demand — NextEra is positioning to capture AI load growth through a commercial push and partnership framework with Xcel that targets data-center customers and premium-margin generation solutions, which could lift long-term growth and valuation expectations. NextEra Targets AI Data Center Growth
• Positive Sentiment: MOU with Xcel to deliver generation for large loads — NextEra and Xcel signed an MOU to coordinate delivery of generation resources and enable large customer loads across Xcel territories, a deal-flow pipeline that can translate into long-term contracted revenue and quicker offtake for renewables and hybrid projects. Xcel and NextEra Agree to Deliver Generation Solutions
• Positive Sentiment: Analyst support and dividend appeal — BMO lifted its price target to $95 and kept an Outperform rating, citing earnings visibility; NextEra also appears on dividend-focused lists, reinforcing its appeal to income and total-return investors. These endorsements can help sustain buying interest. BMO Highlights Earnings Visibility
• Neutral Sentiment: Heightened retail/institutional attention — Zacks notes increased investor attention to NEE; higher visibility drives volume and can amplify moves in either direction but is not itself directional. Zacks: Investor Attention
• Neutral Sentiment: Peer-comparison analysis — Commentary comparing NEE to peers (e.g., NRG) highlights trade-offs between dividend yield, growth from new business lines (AI/data centers) and total-return profiles; useful context for positioning but not an immediate catalyst. NRG vs NextEra Analysis
• Negative Sentiment: Scrapped Wyoming wind project highlights political/regulatory risk — The NYT reports NextEra abandoned a major Wyoming wind build due to a federal/administration “blockade.” This shows execution and siting risk in certain jurisdictions and could weigh on future project pipeline assumptions and risk premium in the stock. NextEra Scraps Wyoming Wind Project

Hedge Funds Weigh In On NextEra Energy

A number of large investors have recently made changes to their positions in NEE. Williams Jones Wealth Management LLC. grew its holdings in shares of NextEra Energy by 0.4% during the third quarter. Williams Jones Wealth Management LLC. now owns 30,147 shares of the utilities provider’s stock worth $2,276,000 after buying an additional 125 shares in the last quarter. Binnacle Investments Inc raised its stake in shares of NextEra Energy by 4.8% in the 3rd quarter. Binnacle Investments Inc now owns 3,024 shares of the utilities provider’s stock valued at $228,000 after acquiring an additional 139 shares during the period. Reynders McVeigh Capital Management LLC lifted its stake in NextEra Energy by 0.7% during the third quarter. Reynders McVeigh Capital Management LLC now owns 20,980 shares of the utilities provider’s stock worth $1,584,000 after purchasing an additional 149 shares in the last quarter. Stonebridge Capital Advisors LLC boosted its holdings in NextEra Energy by 2.5% during the 2nd quarter. Stonebridge Capital Advisors LLC now owns 7,322 shares of the utilities provider’s stock valued at $508,000 after acquiring an additional 182 shares during the period. Finally, CYBER HORNET ETFs LLC increased its stake in NextEra Energy by 3.5% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 5,588 shares of the utilities provider’s stock worth $422,000 after buying an additional 188 shares during the period. 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.