NextEra Energy, Inc. $NEE Shares Acquired by Ninety One UK Ltd

Ninety One UK Ltd increased its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 21.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,620,192 shares of the utilities provider’s stock after purchasing an additional 287,021 shares during the quarter. Ninety One UK Ltd owned 0.08% of NextEra Energy worth $122,713,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Walker Asset Management LLC grew its position in NextEra Energy by 2.2% in the first quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider’s stock worth $465,000 after acquiring an additional 107 shares in the last quarter. PUREfi Wealth LLC increased its stake in shares of NextEra Energy by 0.9% during the 1st quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider’s stock worth $1,170,000 after purchasing an additional 107 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in shares of NextEra Energy by 12.8% during the 1st quarter. Cornerstone Planning Group LLC now owns 978 shares of the utilities provider’s stock valued at $94,000 after purchasing an additional 111 shares in the last quarter. Legacy Wealth Managment LLC ID raised its holdings in shares of NextEra Energy by 23.2% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider’s stock valued at $55,000 after purchasing an additional 112 shares in the last quarter. Finally, Fingerlakes Wealth Management Inc. lifted its stake in shares of NextEra Energy by 0.7% in the 2nd quarter. Fingerlakes Wealth Management Inc. now owns 16,669 shares of the utilities provider’s stock valued at $1,463,000 after purchasing an additional 116 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. BMO Capital Markets increased their price objective on NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Morgan Stanley set a $110.00 price objective on NextEra Energy and gave the company an “overweight” rating in a research note on Wednesday. Scotiabank reduced their target price on NextEra Energy from $110.00 to $99.00 and set an “outperform” rating for the company in a report on Wednesday, September 30th. Mizuho decreased their target price on NextEra Energy from $95.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, October 6th. Finally, Erste Group Bank cut NextEra Energy from a “buy” rating to a “hold” rating in a research report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $99.65.

Key NextEra Energy News

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

• Positive Sentiment: Wells Fargo upgraded NEE to “strong buy.” The rating change provides a near-term boost to sentiment and suggests the firm sees attractive upside at recent valuation levels. Wells Fargo upgrade article
• Positive Sentiment: NextEra and Brookfield are planning a potential $100 billion AI energy hub in Kentucky. The proposal reportedly includes a 1.8-gigawatt data-center campus, 2 gigawatts of gas-fired generation and 2.6 gigawatts of battery storage. If executed, the project could support long-term power demand, infrastructure investment and growth for NextEra’s energy businesses. Brookfield and NextEra AI hub article
• Positive Sentiment: Analysts and research services continue to highlight NextEra’s history of earnings surprises and the possibility of another quarterly beat. KeyCorp also raised its fourth-quarter 2026 EPS estimate to $0.49 from $0.44. NextEra earnings outlook article
• Neutral Sentiment: NextEra disclosed a proposed $15.5 million insurance-funded settlement of shareholder litigation alongside governance reforms. The settlement may reduce legal uncertainty, although the reforms could increase oversight and compliance requirements. Governance settlement article
• Negative Sentiment: KeyCorp lowered several longer-term EPS estimates. Its forecasts declined for 2026, 2027, 2028, 2029 and 2030, while its Q3 2026 estimate fell to $1.23 from $1.34. Separately, Morgan Stanley warned that higher interest rates could pressure clean-tech valuations, a risk for capital-intensive utilities such as NEE. Morgan Stanley clean-tech valuation article

NextEra Energy Stock Performance

NEE stock traded up $0.49 during mid-day trading on Thursday, reaching $78.86. 6,922,134 shares of the stock traded hands, compared to its average volume of 10,748,755. The firm has a market capitalization of $164.49 billion, a PE ratio of 17.72, a P/E/G ratio of 2.41 and a beta of 0.64. The business has a 50-day moving average of $81.34 and a two-hundred day moving average of $86.76. NextEra Energy, Inc. has a 52 week low of $74.41 and a 52 week high of $98.75. 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) last posted its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. The business had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%. The firm’s revenue for the quarter was up 12.4% on a year-over-year basis. During the same period in the previous year, the company posted $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, equities analysts predict that NextEra Energy, Inc. will post 4.03 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th were issued a $0.6232 dividend. The ex-dividend date of this dividend was Friday, August 28th. This represents a $2.49 dividend on an annualized basis and a yield of 3.2%. NextEra Energy’s dividend payout ratio (DPR) is 55.96%.

NextEra Energy Profile

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.

NextEra Energy’s other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.