Aviva PLC Grows Holdings in NextEra Energy, Inc. $NEE

Aviva PLC grew its stake in NextEra Energy, Inc. (NYSE:NEE) by 4.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,303,252 shares of the utilities provider’s stock after buying an additional 88,317 shares during the period. Aviva PLC’s holdings in NextEra Energy were worth $184,905,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Laurel Wealth Advisors LLC purchased a new position in NextEra Energy in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC boosted its stake in shares of NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 270 shares in the last quarter. Strive Asset Management LLC purchased a new stake in shares of NextEra Energy in the 3rd quarter valued at $29,000. Quest 10 Wealth Builders Inc. boosted its stake in shares of NextEra Energy by 135.4% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock valued at $30,000 after purchasing an additional 218 shares in the last quarter. Finally, Joseph Group Capital Management purchased a new stake in shares of NextEra Energy in the 4th quarter valued at $32,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy Trading Down 0.3%

NYSE:NEE opened at $84.89 on Friday. The company has a fifty day moving average of $91.09 and a 200 day moving average of $88.26. NextEra Energy, Inc. has a 52 week low of $67.20 and a 52 week high of $98.75. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. The firm has a market capitalization of $177.01 billion, a P/E ratio of 21.60, a P/E/G ratio of 2.50 and a beta of 0.68.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. During the same period in the prior year, the business posted $0.99 EPS. The firm’s revenue was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, research analysts predict that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

NextEra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, June 5th will be issued a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Friday, June 5th. NextEra Energy’s dividend payout ratio is currently 63.36%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. HSBC upped their price objective on shares of NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. TD Cowen upped their price objective on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Erste Group Bank raised shares of NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. BTIG Research reaffirmed a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a research note on Friday, April 24th. Finally, Scotiabank upped their price objective on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, NextEra Energy has a consensus rating of “Moderate Buy” and a consensus price target of $99.20.

NextEra Energy News Summary

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

• Positive Sentiment: Analysts at Erste Group Bank raised their FY2026 earnings estimate for NextEra Energy to $4.03 per share from $4.02 and kept a Buy rating, reinforcing the view that earnings expectations are moving slightly higher.
• Positive Sentiment: NextEra Energy Transmission energized a 137-mile transmission line in New Mexico, a project expected to improve grid reliability and lower residential electric bills, highlighting ongoing infrastructure growth in the regulated utility business. Article: Critical New Power Line Boosts New Mexico’s Grid Reliability, Economic Growth and Access to Affordable Energy
• Positive Sentiment: Multiple articles suggested NextEra could benefit if the market sees its potential Dominion Energy deal as part of a broader utility consolidation trend, which could support the stock on merger optimism. Article: Prediction: NextEra Energy’s $67 Billion Dominion Acquisition Could Spur More Utility Deals. This Tie-Up Could Be Next.
• Neutral Sentiment: Several market commentary pieces put NEE back in the spotlight, with one bullish thesis and another noting the stock is a trending name, but these were mostly sentiment-driven rather than new company-specific developments. Article: Is NextEra Energy, Inc. (NEE) A Good Stock To Buy Now?
• Neutral Sentiment: One valuation-focused article said investors are trying to reconcile dividend appeal and earnings multiples, suggesting the stock may be seen as fairly valued rather than obviously cheap, which can limit upside enthusiasm in the near term. Article: Is NextEra Energy (NEE) Priced Right After Mixed Signals From Dividends And Earnings Multiples

About NextEra Energy

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.