Meiji Yasuda America Inc purchased a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 70,178 shares of the utilities provider’s stock, valued at approximately $5,634,000. NextEra Energy makes up approximately 1.3% of Meiji Yasuda America Inc’s portfolio, making the stock its 22nd largest holding.
Several other institutional investors and hedge funds have also modified their holdings of the business. First Financial Bankshares Inc grew its stake in shares of NextEra Energy by 3.9% in the fourth quarter. First Financial Bankshares Inc now owns 988,123 shares of the utilities provider’s stock valued at $79,327,000 after acquiring an additional 37,490 shares in the last quarter. Xponance LLC grew its stake in shares of NextEra Energy by 6.8% in the fourth quarter. Xponance LLC now owns 312,081 shares of the utilities provider’s stock valued at $25,054,000 after acquiring an additional 19,982 shares in the last quarter. UniSuper Management Pty Ltd grew its stake in shares of NextEra Energy by 16.4% in the fourth quarter. UniSuper Management Pty Ltd now owns 811,723 shares of the utilities provider’s stock valued at $65,165,000 after acquiring an additional 114,414 shares in the last quarter. Canopy Partners LLC grew its stake in shares of NextEra Energy by 2.3% in the fourth quarter. Canopy Partners LLC now owns 12,182 shares of the utilities provider’s stock valued at $978,000 after acquiring an additional 274 shares in the last quarter. Finally, IFM Investors Pty Ltd grew its stake in shares of NextEra Energy by 0.5% in the fourth quarter. IFM Investors Pty Ltd now owns 531,082 shares of the utilities provider’s stock valued at $42,635,000 after acquiring an additional 2,578 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several research firms recently commented on NEE. Mizuho upped their price target on shares of NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. JPMorgan Chase & Co. upped their price target on shares of NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Wednesday, May 13th. BMO Capital Markets decreased their price target on shares of NextEra Energy from $104.00 to $102.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. Erste Group Bank upgraded shares of NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Finally, BTIG Research reiterated a “buy” rating and set a $112.00 price objective on shares of NextEra Energy in a research note on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $99.20.
NextEra Energy Trading Down 0.3%
Shares of NextEra Energy stock opened at $84.89 on Friday. The company has a market capitalization of $177.01 billion, a price-to-earnings ratio of 21.60, a PEG ratio of 2.50 and a beta of 0.68. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 12-month low of $67.20 and a 12-month high of $98.75. The firm’s 50-day moving average price is $91.09 and its two-hundred day moving average price is $88.26.
NextEra Energy (NYSE:NEE – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. The firm had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The business’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.
NextEra Energy Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, June 5th will be issued a $0.6232 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. NextEra Energy’s dividend payout ratio is 63.36%.
Key NextEra Energy News
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
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.
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