FY2026 EPS Forecast for NextEra Energy Decreased by Analyst

NextEra Energy, Inc. (NYSE:NEE) – Analysts at Erste Group Bank dropped their FY2026 EPS estimates for NextEra Energy in a report issued on Thursday, October 8th. Erste Group Bank analyst S. Lingnau now forecasts that the utilities provider will post earnings per share of $4.02 for the year, down from their prior estimate of $4.03. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for NextEra Energy’s current full-year earnings is $4.03 per share. Erste Group Bank also issued estimates for NextEra Energy’s FY2027 earnings at $4.38 EPS.

NextEra Energy (NYSE:NEE) last issued 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 $1.11 by $0.04. The company had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. NextEra Energy’s revenue was up 12.4% compared to the same quarter last year. During the same period last year, the company posted $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS.

NEE has been the topic of a number of other reports. Morgan Stanley set a $110.00 price target on NextEra Energy and gave the company an “overweight” rating in a report on Wednesday. Sanford C. Bernstein reissued an “outperform” rating and issued a $108.00 price target on shares of NextEra Energy in a research report on Monday, July 27th. Barclays set a $91.00 price objective on NextEra Energy and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a research report on Tuesday, September 8th. Finally, Mizuho dropped their price objective on NextEra Energy from $95.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 6th. Eighteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.65.

NextEra Energy Stock Up 0.2%

NextEra Energy stock opened at $78.41 on Tuesday. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. The firm has a market cap of $163.57 billion, a P/E ratio of 20.00, a P/E/G ratio of 2.41 and a beta of 0.64. The business has a fifty day moving average of $81.34 and a two-hundred day moving average of $86.76. NextEra Energy has a twelve month low of $74.41 and a twelve month high of $98.75.

Institutional Investors Weigh In On NextEra Energy

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Walker Asset Management LLC raised its position in NextEra Energy by 2.2% during the first quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider’s stock valued at $465,000 after acquiring an additional 107 shares in the last quarter. PUREfi Wealth LLC boosted its stake in shares of NextEra Energy by 0.9% in the first quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider’s stock worth $1,170,000 after acquiring an additional 107 shares during the last quarter. Cornerstone Planning Group LLC boosted its stake 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. Legacy Wealth Managment LLC ID increased its position in shares of NextEra Energy by 23.2% during the first quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider’s stock worth $55,000 after purchasing an additional 112 shares in the last quarter. Finally, Fingerlakes Wealth Management Inc. increased its position in shares of NextEra Energy by 0.7% during the second quarter. Fingerlakes Wealth Management Inc. now owns 16,669 shares of the utilities provider’s stock worth $1,463,000 after purchasing an additional 116 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Friday, August 28th were given a dividend of $0.6232 per share. 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 is presently 55.96%.

NextEra Energy News Summary

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

• Positive Sentiment: NextEra’s strong earnings-surprise history and favorable combination of analyst estimate trends and business expectations have increased the possibility of another quarterly earnings beat. Analysts expect earnings of roughly $1.23 per share for the third quarter, while the company’s full-year 2026 guidance is $3.92-$4.02 per share. Will NextEra Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Wells Fargo reiterated a Buy rating and a $108 price target, implying substantial upside from recent trading levels. The bullish view reflects NextEra’s earnings growth potential and long-term utility and clean-energy development pipeline. Wells Fargo Keeps Buy Rating on NextEra Energy
• Positive Sentiment: A proposed shareholder-litigation settlement would provide NextEra with a $15.5 million insurance-funded payment and introduce governance reforms. Investors may view the agreement as reducing legal uncertainty and improving oversight, although the reforms could keep governance issues in focus. Governance Settlement and Earnings Expectations
• Positive Sentiment: NextEra’s long record of dividend increases and expected earnings growth support the case for continued dividend growth, which may appeal to income-focused investors. NextEra’s Dividend Growth Outlook
• Neutral Sentiment: Investors are awaiting the company’s upcoming earnings report. A beat could support the shares, but guidance and management commentary on growth, financing and Florida Power & Light regulation will likely determine the lasting market reaction.
• Negative Sentiment: Morgan Stanley identified NextEra among clean-tech companies whose valuations could be affected by higher interest rates. Rising rates can increase financing costs and reduce the appeal of utility and renewable-energy cash flows. Clean-Tech Valuation Impact from Higher Rates
• Negative Sentiment: KeyCorp lowered its 2026 EPS estimate to $3.96 from $4.02 and trimmed forecasts for 2027, 2029 and 2030. Although it raised its fourth-quarter 2026 estimate to $0.49, the broader reductions indicate some concern about longer-term earnings momentum.

NextEra Energy Company 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.