NextEra Energy, Inc. $NEE Stock Position Decreased by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co Ltd. trimmed its position in NextEra Energy, Inc. (NYSE:NEE) by 15.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 203,942 shares of the utilities provider’s stock after selling 36,921 shares during the period. NextEra Energy comprises approximately 0.8% of Meiji Yasuda Asset Management Co Ltd.’s holdings, making the stock its 24th largest holding. Meiji Yasuda Asset Management Co Ltd.’s holdings in NextEra Energy were worth $16,372,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in NEE. Pictet Asset Management Holding SA boosted its holdings in shares of NextEra Energy by 47.3% in the fourth quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock worth $742,913,000 after buying an additional 2,972,924 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of NextEra Energy in the third quarter worth about $177,198,000. Vanguard Group Inc. boosted its holdings in shares of NextEra Energy by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after buying an additional 2,234,176 shares during the period. Amundi boosted its holdings in shares of NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock worth $1,012,129,000 after buying an additional 1,780,881 shares during the period. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of NextEra Energy in the fourth quarter worth $105,210,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Key NextEra Energy News

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

• Positive Sentiment: NextEra’s board declared a regular quarterly dividend of $0.6232 per share, underscoring its ongoing shareholder payout and income appeal. NextEra Energy board declares quarterly dividend
• Positive Sentiment: Investor commentary around NextEra’s approximately $67 billion all-stock acquisition of Dominion Energy (NYSE: D) frames the deal as a major bet on surging electricity demand, especially from AI data centers, and could support long-term earnings growth if integration goes well. One Thing Investors Should Know About NextEra’s Acquisition of Dominion
• Positive Sentiment: Analysts and media coverage also highlighted that NextEra’s latest earnings call signaled robust growth, reinforcing confidence in the company’s operating momentum. NextEra Energy’s Earnings Call Signals Robust Growth
• Neutral Sentiment: Reuters reported NextEra also agreed to buy Caliber Resource Partners for about $1.3 billion and set up a shale joint venture, but this looks more like a portfolio restructuring move than an immediate stock catalyst. NextEra to buy Quantum-backed energy firm Caliber, set up US shale JV
• Negative Sentiment: Some coverage noted that the Dominion deal initially rattled Wall Street because of concerns about the purchase price, dilution, and whether the transaction will pay off. NextEra stock drops as Wall Street balks at Dominion share price
• Negative Sentiment: Reuters also flagged risk that the mega-merger may hinge on keeping customer power bills under control while expanding capacity for energy-hungry data centers, which could become a regulatory and execution headwind. Giant US power merger bets on AI build-out, but may hinge on power bills

NextEra Energy Price Performance

NYSE NEE opened at $89.66 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. The stock has a market capitalization of $186.96 billion, a PE ratio of 22.81, a price-to-earnings-growth ratio of 2.59 and a beta of 0.73. The company has a 50 day moving average price of $92.77 and a two-hundred day moving average price of $88.03. NextEra Energy, Inc. has a 12-month low of $63.88 and a 12-month high of $98.75.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. During the same quarter in the previous year, the firm earned $0.99 earnings per share. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities analysts predict that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, June 5th will be given 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 2.8%. NextEra Energy’s payout ratio is currently 63.36%.

Insiders Place Their Bets

In other NextEra Energy news, EVP Nicole J. Daggs sold 4,934 shares of the business’s stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the sale, the executive vice president owned 16,905 shares of the company’s stock, valued at $1,572,165. The trade was a 22.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the sale, the treasurer directly owned 26,719 shares of the company’s stock, valued at $2,411,924.13. This represents a 21.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 31,767 shares of company stock valued at $2,881,077 over the last quarter. Insiders own 0.18% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Scotiabank raised their target price on NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research report on Friday, April 24th. BTIG Research reaffirmed a “buy” rating and issued a $112.00 target price on shares of NextEra Energy in a research report on Friday, April 24th. Mizuho raised their target price on NextEra Energy from $90.00 to $95.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Weiss Ratings raised NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, April 27th. Finally, Wall Street Zen cut NextEra Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, NextEra Energy has an average rating of “Moderate Buy” and an average target price of $99.15.

NextEra Energy 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.