FY2027 EPS Estimates for NextEra Energy Lowered by Analyst

NextEra Energy, Inc. (NYSE:NEE) – Erste Group Bank cut their FY2027 earnings per share estimates for NextEra Energy in a report issued on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now forecasts that the utilities provider will post earnings of $4.39 per share for the year, down from their prior forecast of $4.40. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for NextEra Energy’s current full-year earnings is $4.01 per share.

Several other research analysts have also weighed in on the stock. BMO Capital Markets upped their target price on shares of NextEra Energy from $94.00 to $96.00 and gave the stock an “outperform” rating in a research report on Monday, July 27th. Bank of America reduced their price target on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research report on Monday, July 13th. Mizuho set a $95.00 price target on NextEra Energy in a research note on Monday, July 27th. DA Davidson boosted their price target on NextEra Energy from $95.00 to $105.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Finally, Barclays set a $91.00 price target on NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Seventeen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, NextEra Energy currently has an average rating of “Moderate Buy” and an average price target of $100.33.

NextEra Energy Stock Performance

Shares of NEE opened at $82.89 on Monday. 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 has a 52-week low of $69.24 and a 52-week high of $98.75. The company has a 50-day simple moving average of $86.81 and a 200-day simple moving average of $89.58. The company has a market capitalization of $172.89 billion, a PE ratio of 18.63, a P/E/G ratio of 2.25 and a beta of 0.65.

NextEra Energy (NYSE:NEE) last released 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. The firm had revenue of $7.53 billion during the quarter, compared to analysts’ expectations of $8.11 billion. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.NextEra Energy’s revenue was up 12.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS.

Hedge Funds Weigh In On NextEra Energy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Walker Asset Management LLC raised its position in shares of NextEra Energy by 2.2% during the 1st quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider’s stock worth $465,000 after purchasing an additional 107 shares during the last quarter. PUREfi Wealth LLC increased its position in NextEra Energy by 0.9% during the first quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider’s stock worth $1,170,000 after buying an additional 107 shares in the last quarter. Garrison Point Advisors LLC raised its holdings in shares of NextEra Energy by 0.4% in the fourth quarter. Garrison Point Advisors LLC now owns 28,267 shares of the utilities provider’s stock worth $2,269,000 after acquiring an additional 109 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in shares of NextEra Energy by 12.8% in the first quarter. Cornerstone Planning Group LLC now owns 978 shares of the utilities provider’s stock worth $94,000 after acquiring an additional 111 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID raised its holdings in shares of NextEra Energy by 23.2% in the first quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider’s stock worth $55,000 after acquiring an additional 112 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 will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is 55.96%.

NextEra Energy News Summary

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

• Positive Sentiment: AI-driven power demand is strengthening NextEra’s growth pipeline. The company’s approximately 35.1-gigawatt backlog is benefiting from hyperscalers seeking reliable, quickly deployable electricity for data centers. This could support future renewable generation, storage and transmission investments. Can AI Driven Data Center Growth Continue to Strengthen NEE’s Backlog?
• Positive Sentiment: NextEra is expanding its Florida gas infrastructure. Chesapeake Utilities agreed to sell a 49% stake in a Florida gas project to NextEra, potentially adding to the company’s regional energy assets and improving its ability to serve rising electricity demand. Chesapeake Utilities sells 49% stake in Florida gas project to NextEra Energy
• Positive Sentiment: Analysts remain moderately optimistic. Recent coverage says NEE has outperformed the broader utilities sector, supported by its regulated utility base, renewables portfolio and long-term growth opportunities. NextEra Energy Stock: Is NEE Outperforming the Utilities Sector?
• Neutral Sentiment: NextEra and Dominion Energy are opposing a proposed 60-day extension of the review of their merger application. A faster review could reduce uncertainty, but the dispute highlights continuing regulatory scrutiny. NextEra Energy Pushes Back On 60 Day Merger Review Delay
• Neutral Sentiment: FPL launched an assistance center offering bill-support programs, including a one-time $200 credit for eligible customers. The initiative may improve customer relations but is unlikely to materially affect near-term earnings. FPL Launches New Assistance Center
• Negative Sentiment: Valuation commentary suggests NEE may be fully priced for a mature utility. Its strong three-year gain and dividend-discount analysis imply limited near-term upside unless earnings growth accelerates. NextEra Energy Stock Looks Fully Priced for a Mature Utility
• Negative Sentiment: Erste Group expects weaker earnings for NextEra, which could weigh on sentiment if lower profit expectations challenge the company’s current valuation. Erste Group Bank Expects Weaker Earnings for NextEra Energy

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.