KeyCorp Weighs in on NextEra Energy’s Q2 Earnings (NYSE:NEE)

NextEra Energy, Inc. (NYSE:NEE) – KeyCorp decreased their Q2 2026 EPS estimates for NextEra Energy in a report issued on Wednesday, July 22nd. KeyCorp analyst S. Karp now anticipates that the utilities provider will post earnings per share of $1.13 for the quarter, down from their prior forecast of $1.28. The consensus estimate for NextEra Energy’s current full-year earnings is $4.00 per share. KeyCorp also issued estimates for NextEra Energy’s Q3 2026 earnings at $1.40 EPS, Q4 2026 earnings at $0.41 EPS, FY2026 earnings at $4.02 EPS, FY2027 earnings at $4.41 EPS, FY2029 earnings at $5.17 EPS and FY2030 earnings at $5.50 EPS.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.12. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The company had revenue of $7.53 billion during the quarter, compared to analysts’ expectations of $7.27 billion. During the same period in the previous year, the company earned $1.05 EPS. The business’s quarterly revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS.

Other analysts also recently issued reports about the company. Bank of America lowered their price target on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a report on Monday, July 13th. Mizuho set a $95.00 price target on shares of NextEra Energy in a report on Monday. Barclays set a $91.00 target price on NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Wall Street Zen raised shares of NextEra Energy from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Finally, BMO Capital Markets increased their target price on NextEra Energy from $94.00 to $96.00 and gave the stock an “outperform” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $99.36.

NextEra Energy Stock Down 1.1%

NEE opened at $88.80 on Monday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.53. NextEra Energy has a 1 year low of $69.24 and a 1 year high of $98.75. The firm has a 50 day moving average price of $87.37 and a 200 day moving average price of $89.59. The company has a market cap of $185.18 billion, a PE ratio of 19.96, a price-to-earnings-growth ratio of 2.46 and a beta of 0.67.

Hedge Funds Weigh In On NextEra Energy

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Anfield Capital Management LLC grew its stake in NextEra Energy by 692.3% during the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 270 shares in the last quarter. Laurel Wealth Advisors LLC acquired a new stake in shares of NextEra Energy in the fourth quarter worth about $25,000. Financial Life Planners bought a new stake in NextEra Energy during the first quarter worth approximately $30,000. Wealth Watch Advisors INC boosted its holdings in shares of NextEra Energy by 223.8% during the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after buying an additional 226 shares during the period. Finally, Manning & Napier Advisors LLC grew its position in shares of NextEra Energy by 104.9% in the first quarter. Manning & Napier Advisors LLC now owns 336 shares of the utilities provider’s stock valued at $31,000 after purchasing an additional 172 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is presently 55.96%.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: NextEra highlighted accelerating power demand tied to artificial intelligence and data centers, including a 35.1-gigawatt backlog and emerging data-center hubs. Management maintained its long-term earnings-growth targets, reinforcing the potential for incremental utility and renewable investment. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: earnings were $1.15 per share versus the $1.03 consensus, while revenue reached $7.53 billion, up 12.4% year over year and above forecasts. NextEra also provided fiscal 2026 EPS guidance of $3.92 to $4.02. KeyCorp Weighs in on NextEra Energy’s Q2 Earnings
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $96 from $94 and reiterated an “outperform” rating, signaling confidence in the company’s demand outlook and earnings trajectory. BMO Raises NextEra Energy Price Target
• Neutral Sentiment: Analyst comparisons with GE Vernova frame NextEra as an owner of the power-generation assets serving the AI economy rather than an equipment supplier. The distinction supports NEE’s long-term growth case but also highlights that data-center demand must translate into actual projects and power contracts. AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
• Negative Sentiment: Utilities remain highly sensitive to interest-rate expectations because of their debt needs and income-oriented valuations. Rate-related uncertainty may be offsetting the positive earnings and AI-demand news, helping explain the stock’s weaker performance despite supportive company-specific developments. NextEra Energy Firms as a Rate Decision Puts Utilities in Focus

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.