BMO Capital Markets Increases NextEra Energy (NYSE:NEE) Price Target to $93.00

NextEra Energy (NYSE:NEE) had its target price increased by equities researchers at BMO Capital Markets from $89.00 to $93.00 in a report issued on Tuesday,Benzinga reports. The firm presently has an “outperform” rating on the utilities provider’s stock. BMO Capital Markets’ target price suggests a potential upside of 6.12% from the company’s previous close.

A number of other equities research analysts have also recently commented on NEE. Wells Fargo & Company raised their price target on NextEra Energy from $97.00 to $98.00 and gave the company an “overweight” rating in a report on Tuesday, January 20th. UBS Group set a $91.00 target price on NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, December 17th. New Street Research set a $84.00 price target on NextEra Energy in a research note on Monday, October 13th. Jefferies Financial Group set a $87.00 price objective on shares of NextEra Energy in a report on Wednesday, January 14th. Finally, Evercore ISI reissued an “outperform” rating and issued a $93.00 target price on shares of NextEra Energy in a report on Tuesday, October 28th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $92.56.

NextEra Energy Trading Up 0.6%

NextEra Energy stock opened at $87.64 on Tuesday. NextEra Energy has a 12-month low of $61.72 and a 12-month high of $88.96. The firm has a market capitalization of $182.52 billion, a price-to-earnings ratio of 27.91, a P/E/G ratio of 2.70 and a beta of 0.74. The firm has a 50 day moving average of $82.36 and a 200 day moving average of $78.87. The company has a current ratio of 0.60, a quick ratio of 0.45 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.01. The business had revenue of $6.56 billion for the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The company’s revenue for the quarter was up 20.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.53 earnings per share. As a group, research analysts predict that NextEra Energy will post 3.68 earnings per share for the current year.

Insider Buying and Selling at NextEra Energy

In related news, EVP Ronald R. Reagan sold 10,826 shares of the company’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total transaction of $920,210.00. Following the sale, the executive vice president owned 15,643 shares of the company’s stock, valued at $1,329,655. This represents a 40.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $83.91, for a total transaction of $12,178,697.40. Following the transaction, the chief executive officer owned 162,693 shares of the company’s stock, valued at $13,651,569.63. This trade represents a 47.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.18% of the company’s stock.

Institutional Investors Weigh In On NextEra Energy

Several large investors have recently added to or reduced their stakes in NEE. Activest Wealth Management increased its position in shares of NextEra Energy by 79.7% during the 2nd quarter. Activest Wealth Management now owns 354 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 157 shares during the last quarter. Harbor Asset Planning Inc. bought a new stake in NextEra Energy in the second quarter worth $25,000. Goodman Advisory Group LLC purchased a new position in NextEra Energy during the second quarter worth $25,000. Tripletail Wealth Management LLC bought a new position in NextEra Energy during the third quarter valued at $25,000. Finally, Quaker Wealth Management LLC raised its stake in shares of NextEra Energy by 200.0% in the second quarter. Quaker Wealth Management LLC now owns 386 shares of the utilities provider’s stock valued at $27,000 after acquiring an additional 772 shares during the period. 78.72% of the stock is owned by institutional investors.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Q4 profit beat and segment strength — NextEra reported adjusted Q4 EPS of $0.54, topping estimates as renewables and FPL demand supported profits, which helped lift sentiment. Read More.
• Positive Sentiment: Management reiterated guidance and long-term growth targets — management held 2026 adjusted EPS guidance and outlined a plan for ~8% CAGR in adjusted EPS through 2032 plus $90–$100B capex to 2032; FPL secured a multi‑year rate deal (ROE midpoint ~10.95%), giving visibility to utility returns. Read More.
• Positive Sentiment: Growing large‑load demand and nuclear pivot — NextEra is actively marketing nuclear output and is weighing nuclear expansion to serve hyperscalers/data centers, creating a potential new high‑margin market for long‑term contracted power. Read More.
• Positive Sentiment: Analyst support — Institutional commentary and sell‑side notes after the results emphasize long‑term growth; at least one shop raised NextEra’s price target and kept an outperform view, reinforcing buyer interest. Read More.
• Neutral Sentiment: Momentum/technicals supportive but stretched — market commentary notes strong YTD gains and stretched momentum (overbought indicators), which supports continuation but raises the odds of short pauses or consolidation. Read More.
• Neutral Sentiment: Momentum investor interest — Coverage argues NEE is a momentum name given recent strength and fundamentals, which can sustain flows but also increases sensitivity to sentiment shifts. Read More.
• Negative Sentiment: Revenue missed estimates — Q4 revenue of $6.56B trailed the consensus (~$7.07B), which tempers the beat and could be cited by critics as a near‑term weakness to watch. Read More.
• Negative Sentiment: Valuation and concentration risk — NEE trades at a premium (high-teens/20s P/E range reported by market commentary) and near its 52‑week high, which increases downside risk if growth or data‑center demand disappoints. Read More.

About NextEra Energy

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.