KeyCorp Weighs in on NextEra Energy’s Q2 Earnings (NYSE:NEE)

NextEra Energy, Inc. (NYSE:NEE) – Equities researchers at KeyCorp reduced their Q2 2026 earnings estimates for shares of NextEra Energy in a research report issued on Wednesday, July 22nd. KeyCorp analyst S. Karp now forecasts that the utilities provider will post earnings of $1.13 per share for the quarter, down from their previous estimate of $1.28. The consensus estimate for NextEra Energy’s current full-year earnings is $4.00 per share. KeyCorp also issued estimates for NextEra Energy’s Q3 2026 earnings at $1.40 EPS, Q4 2026 earnings at $0.41 EPS, FY2026 earnings at $4.02 EPS, FY2027 earnings at $4.41 EPS, FY2029 earnings at $5.17 EPS and FY2030 earnings at $5.50 EPS.

NextEra Energy (NYSE:NEE) last posted its earnings results on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping the consensus estimate of $1.03 by $0.12. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The firm had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $7.27 billion. During the same period in the prior year, the business posted $1.05 earnings per share. The business’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.

A number of other research firms also recently commented on NEE. HSBC raised their price objective on shares of NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. Evercore reaffirmed an “outperform” rating and set a $107.00 price target on shares of NextEra Energy in a research note on Monday, May 4th. Weiss Ratings lowered shares of NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Jefferies Financial Group set a $94.00 price objective on shares of NextEra Energy in a research report on Tuesday, July 14th. Finally, Erste Group Bank cut NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $99.23.

NextEra Energy Price Performance

Shares of NYSE:NEE opened at $89.72 on Monday. The stock has a market capitalization of $187.10 billion, a P/E ratio of 20.16, a P/E/G ratio of 2.46 and a beta of 0.67. The business has a 50-day moving average of $87.38 and a two-hundred day moving average of $89.53. NextEra Energy has a fifty-two week low of $69.24 and a fifty-two week high of $98.75. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44.

Institutional Trading of NextEra Energy

Several large investors have recently bought and sold shares of NEE. Midland Wealth Advisors LLC lifted its holdings in NextEra Energy by 14.9% in the second quarter. Midland Wealth Advisors LLC now owns 4,965 shares of the utilities provider’s stock valued at $436,000 after buying an additional 645 shares during the period. Platform Technology Partners grew its holdings in NextEra Energy by 5.5% during the 2nd quarter. Platform Technology Partners now owns 44,260 shares of the utilities provider’s stock worth $3,885,000 after acquiring an additional 2,322 shares during the period. Wealth Advisory Solutions LLC purchased a new stake in shares of NextEra Energy during the second quarter valued at approximately $250,000. TMB Capital Partners LLC boosted its position in NextEra Energy by 5.7% in the second quarter. TMB Capital Partners LLC now owns 17,198 shares of the utilities provider’s stock worth $1,509,000 after purchasing an additional 931 shares during the last quarter. Finally, TCV Trust & Wealth Management Inc. boosted its position in NextEra Energy by 9.8% in the second quarter. TCV Trust & Wealth Management Inc. now owns 7,890 shares of the utilities provider’s stock worth $693,000 after purchasing an additional 706 shares during the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

NextEra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were issued a dividend of $0.6232 per share. The ex-dividend date of this dividend was 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 55.96%.

NextEra Energy News Summary

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

• Positive Sentiment: NextEra Energy beat Q2 profit estimates with EPS of $1.15 versus expectations around $1.08-$1.09, reinforcing confidence in execution. NextEra Energy (NEE) Tops Q2 Earnings Estimates
• Positive Sentiment: Management highlighted strength in renewables and increased power demand, with Reuters noting the beat was helped by renewables performance and stronger electricity demand. NextEra Energy beats second-quarter profit estimates
• Positive Sentiment: The company said its renewable backlog reached 35.1 GW, suggesting a healthy pipeline for future growth, and it reaffirmed its 2026 earnings outlook. NextEra Energy Q2 Earnings Beat Estimates as Renewable Backlog Hits 35.1 GW
• Neutral Sentiment: Revenue missed estimates, coming in at $7.53 billion versus about $8.11 billion expected, which may temper enthusiasm despite the earnings beat. NextEra Energy Q2 Earnings Surpass Estimates, Revenues Miss
• Neutral Sentiment: NextEra’s FY 2026 EPS guidance of 3.92-4.02 came in slightly below the consensus estimate around 4.03, creating a modest drag on sentiment. NextEra Energy second-quarter 2026 financial results available on company’s website

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.