NextEra Energy, Inc. $NEE Stock: Ninety One UK Ltd Increases Holdings

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

Other institutional investors and hedge funds have also bought and sold shares of the company. Charles Schwab Trust Co increased its holdings in shares of NextEra Energy by 5.4% during the 3rd quarter. Charles Schwab Trust Co now owns 10,215 shares of the utilities provider’s stock worth $774,000 after purchasing an additional 522 shares during the period. Chiron Capital Management LLC acquired a new position in shares of NextEra Energy during the third quarter valued at about $313,000. Formuepleje A S raised its position in shares of NextEra Energy by 12.0% during the third quarter. Formuepleje A S now owns 29,544 shares of the utilities provider’s stock valued at $2,238,000 after buying an additional 3,169 shares during the last quarter. Nvwm LLC lifted its stake in shares of NextEra Energy by 7.6% in the third quarter. Nvwm LLC now owns 24,099 shares of the utilities provider’s stock valued at $1,825,000 after buying an additional 1,698 shares during the period. Finally, Viking Fund Management LLC lifted its stake in shares of NextEra Energy by 24.4% in the third quarter. Viking Fund Management LLC now owns 357,300 shares of the utilities provider’s stock valued at $27,062,000 after buying an additional 70,000 shares during the period. Institutional investors own 78.72% of the company’s stock.

NextEra Energy News Summary

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 Price Performance

NEE traded up $0.49 during midday trading on Thursday, reaching $78.86. 6,922,134 shares of the company’s stock were exchanged, compared to its average volume of 10,748,755. The firm has a market capitalization of $164.49 billion, a price-to-earnings ratio of 17.72, a price-to-earnings-growth ratio of 2.41 and a beta of 0.64. 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, Inc. has a one year low of $74.41 and a one year high of $98.75. The business has a 50-day simple moving average of $81.34 and a two-hundred day simple moving average of $86.76.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%. The company had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $8.11 billion. During the same period in the previous year, the business earned $1.05 earnings per share. The company’s quarterly revenue was up 12.4% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, research analysts predict that NextEra Energy, Inc. will post 4.03 EPS for the current year.

NextEra Energy Dividend Announcement

The business 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. This represents a $2.49 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is 55.96%.

Wall Street Analysts Forecast Growth

NEE has been the topic of a number of recent research reports. BMO Capital Markets lifted their target price on NextEra Energy from $94.00 to $96.00 and gave the stock an “outperform” rating in a research report on Monday, July 27th. Scotiabank lowered their price target on NextEra Energy from $110.00 to $99.00 and set an “outperform” rating on the stock in a research note on Wednesday, September 30th. Barclays set a $91.00 price target on NextEra Energy and gave the company an “equal weight” rating in a report on Tuesday, July 7th. Bank of America reduced their price objective on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research report on Monday, July 13th. Finally, Seaport Research Partners reiterated a “sell” rating and issued a $56.00 price objective (up from $55.00) on shares of NextEra Energy in a research report on Friday, October 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $99.65.

About NextEra Energy

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.