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NextEra Energy to meet with investors throughout January

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NextEra Energy (NYSE: NEE) announced that senior management will meet with investors throughout January 2026 to discuss, among other topics, the company's long-term growth rate expectations.

Headquartered in Juno Beach, Florida, NextEra Energy is a Fortune 200 electric power and energy infrastructure company that owns Florida Power & Light, which provides electricity to approximately 12 million people across Florida, and NextEra Energy Resources, a large U.S. energy infrastructure developer. The company cited a diversified generation mix including natural gas, nuclear, renewable energy and battery storage. For more information, visit the company websites listed.

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Key Figures

ATM equity program size $4,000,000,000 At-the-market common stock program per 424B5/8-K on Dec 31, 2025
2025 adj. EPS guidance $3.62–$3.70 Updated long-term outlook 8-K dated Dec 8, 2025
2026 adj. EPS guidance $3.92–$4.02 Updated long-term outlook 8-K dated Dec 8, 2025
EPS growth target At least 8% annually Adjusted EPS growth through 2032 and 2035 from 2025 base
Dividend growth 2024–2026 About 10% per year Dividends per share growth from 2024 base through 2026
Dividend growth 2027–2028 About 6% per year Dividends per share growth from 2026 base for 2027–2028
Base revenue increase 2026 $945 million FPL annualized retail base revenue increase starting Jan 1, 2026
Base revenue increase 2027 $705 million Additional FPL annualized retail base revenue increase starting Jan 1, 2027

Market Reality Check

$80.93 Last Close
Volume Volume 5,022,782 vs 20-day average 9,771,495 (relative volume 0.51). low
Technical Price 80.28 is trading above 200-day MA at 74.93.

Peers on Argus

Key regulated electric peers DUK, SO, NGG, AEP and D all show modest declines (e.g., DUK -0.42%, AEP -0.6%), suggesting a generally soft utilities tape rather than a move tied specifically to these investor meetings.

Historical Context

Date Event Sentiment Move Catalyst
Dec 08 Transmission project news Positive -1.1% Recommended to build 220-mile 765-kV line enabling about 7 GW of power.
Dec 08 Nuclear supply deal Positive -3.1% Long-term agreement for 168 MW from Point Beach into the 2050s.
Dec 08 Gas platform acquisition Positive -3.1% Agreement to acquire Symmetry Energy Solutions to expand natural gas capabilities.
Dec 08 North Dakota plant plan Positive -3.1% MOU for ~1,450 MW combined-cycle facility serving a data center campus.
Dec 08 Clean energy with Meta Positive -3.1% About 2.5 GW of clean energy agreements across multiple regions with Meta.
Pattern Detected

Recent positive growth and infrastructure announcements on Dec 08, 2025 were followed by negative 24-hour price reactions, indicating a pattern of the stock trading lower despite seemingly constructive news.

Recent Company History

Over the past month, NextEra Energy issued several growth-focused updates. On Dec 08, 2025, it highlighted a major 220-mile transmission project, long-term nuclear supply to the Upper Midwest, a planned acquisition of Symmetry Energy Solutions, a large North Dakota gas facility concept (~1,450 MW), and about 2.5 GW of clean energy deals with Meta. Each drew 24-hour declines between -1.13% and -3.1%, providing context for how investors have reacted to expansion news heading into these January investor meetings.

Market Pulse Summary

This announcement highlights NextEra Energy’s plan for senior management to meet investors and discuss long-term growth rate expectations. It comes shortly after the company tightened 2025 adjusted EPS guidance to $3.62–$3.70, raised 2026 guidance to $3.92–$4.02, and targeted at least 8% annual EPS growth through 2035. Recent regulatory developments, including sizable FPL base rate increases in 2026 and 2027, form an important backdrop for these discussions.

Key Terms

at-the-market common stock program financial
"launching an at-the-market common stock program to sell up to $4,000,000,000"
An at-the-market common stock program lets a company sell newly issued shares directly into the open market at the current trading price, gradually and as needed rather than all at once. Investors should care because it provides the company a flexible way to raise cash but can reduce existing shareholders’ ownership and may put downward pressure on the stock price if large volumes are sold—think of it like a faucet that can slowly add supply to a market.
at-the-market equity issuance program financial
"established a new at-the-market equity issuance program by entering into an Equity Distribution Agreement"
A program that lets a company sell newly issued shares directly into the open market at the current trading price, rather than in one large block. Investors should care because it’s a flexible way for a company to raise cash over time—think of filling a bucket with a steady stream instead of dumping a bucket at once—which can dilute existing shares gradually and may put downward pressure on the stock if large amounts are sold.
Rule 10b5-1 trading plan regulatory
"transaction was executed under a Rule 10b5-1 trading plan adopted by the executive"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
phantom stock units financial
"director reported acquiring 42 phantom stock units on 12/15/2025 under the company’s deferred compensation plan"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
Rule 144 notice regulatory
"A shareholder of NEE has filed a Rule 144 notice to sell 12,129 shares"
A Rule 144 notice is a public filing that an insider or holder of restricted stock submits when they plan to sell shares that aren’t freely tradable yet; it lists how many shares they intend to sell and under what conditions. For investors, it matters because it signals potential insider selling and an upcoming increase in shares available to the market—similar to someone announcing a big garage sale, which can affect supply and price expectations.

AI-generated analysis. Not financial advice.

JUNO BEACH, Fla., Jan. 2, 2026 /PRNewswire/ -- NextEra Energy, Inc. (NYSE: NEE) today announced that members of the senior management team will participate in various investor meetings throughout January. They plan to discuss, among other things, long-term growth rate expectations for NextEra Energy.

NextEra Energy, Inc.
NextEra Energy, Inc. (NYSE: NEE) is one of the largest electric power and energy infrastructure companies in North America and is a leading provider of electricity to American homes and businesses. Headquartered in Juno Beach, Florida, NextEra Energy is a Fortune 200 company that owns Florida Power & Light Company, America's largest electric utility, which provides reliable electricity to approximately 12 million people across Florida. NextEra Energy also owns one of the largest energy infrastructure development companies in the U.S., NextEra Energy Resources, LLC. NextEra Energy and its affiliated entities are meeting America's growing energy needs with a diverse mix of energy sources, including natural gas, nuclear, renewable energy and battery storage. For more information about NextEra Energy companies, visit these websites: www.NextEraEnergy.com, www.FPL.com, www.NextEraEnergyResources.com.

Cautionary Statements and Risk Factors That May Affect Future Results for NextEra Energy, Inc.

This news release contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not statements of historical facts, but instead represent the current expectations of NextEra Energy, Inc. (together with its subsidiaries, NextEra Energy) regarding future operating results and other future events, many of which, by their nature, are inherently uncertain and outside of NextEra Energy's control. Forward-looking statements in this news release include, among others, statements concerning long-term growth-rate expectations. In some cases, you can identify the forward-looking statements by words or phrases such as "will," "may result," "expect," "anticipate," "believe," "intend," "plan," "seek," "potential," "projection," "forecast," "predict," "goals," "target," "outlook," "should," "would" or similar words or expressions. You should not place undue reliance on these forward-looking statements, which are not a guarantee of future performance. The future results of NextEra Energy and its business and financial condition are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements, or may require it to limit or eliminate certain operations. These risks and uncertainties include, but are not limited to, those discussed in this news release and the following: effects of extensive regulation of NextEra Energy's business operations; inability of NextEra Energy to recover in a timely manner any significant amount of costs, a return on certain assets or a reasonable return on invested capital through base rates, cost recovery clauses, other regulatory mechanisms or otherwise; impact of political, regulatory, operational and economic factors on regulatory decisions important to NextEra Energy; effect of any reductions or modifications to, or elimination of, governmental incentives or policies that support clean energy projects or the imposition of additional tax laws, tariffs, duties, policies or other costs or assessments on clean energy or equipment necessary to generate, store or deliver it; impact of new or revised laws, regulations, executive orders, interpretations or constitutional ballot and regulatory initiatives on NextEra Energy; capital expenditures, increased operating costs and various liabilities attributable to environmental laws, regulations and other standards applicable to NextEra Energy; effects on NextEra Energy of federal or state laws or regulations mandating new or additional limits on the production of greenhouse gas emissions; exposure of NextEra Energy to significant and increasing compliance costs and substantial monetary penalties and other sanctions as a result of extensive federal, state and local government regulation of its operations and businesses; effect on NextEra Energy of changes in tax laws, guidance or policies as well as in judgments and estimates used to determine tax-related asset and liability amounts; impact on NextEra Energy of adverse results of litigation; impacts of NextEra Energy of allegations of violations of law; effect on NextEra Energy of failure to proceed with projects under development or inability to complete the construction of (or capital improvements to) electric generation, storage, transmission and distribution facilities, natural gas and oil production and transportation facilities or other facilities on schedule or within budget; impact on development and operating activities of NextEra Energy resulting from risks related to project siting, planning, financing, construction, permitting, governmental approvals and the negotiation of project development agreements, as well as supply chain disruptions; risks involved in the operation and maintenance of electric generation, storage, transmission and distribution facilities, natural gas and oil production and transportation facilities, and other facilities; effect on NextEra Energy of a lack of growth, slower growth or a decline in the number of customers or in customer usage; impact on NextEra Energy of severe weather and other weather conditions; threats of terrorism and catastrophic events that could result from geopolitical factors, terrorism, cyberattacks or other attempts to disrupt NextEra Energy's business or the businesses of third parties; inability to obtain adequate insurance coverage for protection of NextEra Energy against significant losses and risk that insurance coverage does not provide protection against all significant losses; a prolonged period of low natural gas and oil prices, disrupted production or unsuccessful drilling efforts could impact NextEra Energy's natural gas and oil production and transportation operations and cause NextEra Energy to delay or cancel certain natural gas and oil production projects and could result in certain assets becoming impaired; risk of increased operating costs resulting from unfavorable supply costs necessary to provide full energy and capacity requirements services; inability or failure to manage properly or hedge effectively the commodity risk within its portfolio; effect of reductions in the liquidity of energy markets on NextEra Energy's ability to manage operational risks; effectiveness of NextEra Energy's risk management tools associated with its hedging and trading procedures to protect against significant losses, including the effect of unforeseen price variances from historical behavior; impact of unavailability or disruption of power transmission or commodity transportation operations on sale and delivery of power or natural gas; exposure of NextEra Energy to credit and performance risk from customers, hedging counterparties and vendors; failure of counterparties to perform under derivative contracts or of requirement for NextEra Energy to post margin cash collateral under derivative contracts; failure or breach of NextEra Energy's information technology systems; risks to NextEra Energy's retail businesses from compromise of sensitive customer data; losses from volatility in the market values of derivative instruments and limited liquidity in over-the-counter markets; impact of negative publicity; inability to maintain, negotiate or renegotiate acceptable franchise agreements; occurrence of work strikes or stoppages and increasing personnel costs; NextEra Energy's ability to successfully identify, complete and integrate acquisitions, including the effect of increased competition for acquisitions; environmental, health and financial risks associated with ownership and operation of nuclear generation facilities; liability of NextEra Energy for significant retrospective assessments and/or retrospective insurance premiums in the event of an incident at certain nuclear generation facilities; increased operating and capital expenditures and/or reduced revenues at nuclear generation facilities resulting from orders or new regulations of the Nuclear Regulatory Commission; inability to operate any of NextEra Energy's owned nuclear generation units through the end of their respective operating licenses or planned license extensions; effect of disruptions, uncertainty or volatility in the credit and capital markets or actions by third parties in connection with project-specific or other financing arrangements on NextEra Energy's ability to fund its liquidity and capital needs and meet its growth objectives; defaults or noncompliance related to project-specific, limited-recourse financing agreements; inability to maintain current credit ratings; impairment of liquidity from inability of credit providers to fund their credit commitments or to maintain their current credit ratings; poor market performance and other economic factors that could affect NextEra Energy's defined benefit pension plan's funded status; poor market performance and other risks to the asset values of nuclear decommissioning funds; changes in market value and other risks to certain of NextEra Energy's assets and investments; effect of inability of NextEra Energy subsidiaries to pay upstream dividends or repay funds to NextEra Energy or of NextEra Energy's performance under guarantees of subsidiary obligations on NextEra Energy's ability to meet its financial obligations and to pay dividends on its common stock; the fact that the amount and timing of dividends payable on NextEra Energy's common stock, as well as the dividend policy approved by NextEra Energy's board of directors from time to time, and changes to that policy, are within the sole discretion of NextEra Energy's board of directors and, if declared and paid, dividends may be in amounts that are less than might be expected by shareholders; XPLR Infrastructure, LP's inability to access sources of capital on commercially reasonable terms could have an effect on its ability to consummate future acquisitions and on the value of NextEra Energy's limited partner interest in XPLR Operating Partners, LP; effects of disruptions, uncertainty or volatility in the credit and capital markets on the market price of NextEra Energy's common stock; and the ultimate severity and duration of public health crises, epidemics and pandemics, and its effects on NextEra Energy's business. NextEra Energy discusses these and other risks and uncertainties in its annual report on Form 10-K for the year ended December 31, 2024 and other Securities and Exchange Commission (SEC) filings, and this news release should be read in conjunction with such SEC filings. The forward-looking statements made in this news release are made only as of the date of this news release and NextEra Energy undertakes no obligation to update any forward-looking statements.

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SOURCE NextEra Energy, Inc.

FAQ

What will NextEra Energy (NEE) management discuss with investors in January 2026?

Management will discuss long-term growth rate expectations and other strategic topics during investor meetings throughout January 2026.

When are NextEra Energy (NEE) investor meetings taking place?

Senior management will participate in investor meetings throughout January 2026.

How many customers does Florida Power & Light, owned by NextEra Energy, serve?

Florida Power & Light provides electricity to approximately 12 million people across Florida.

What energy sources does NextEra Energy (NEE) use to meet demand?

NextEra Energy uses a diversified mix including natural gas, nuclear, renewable energy, and battery storage.

Where is NextEra Energy (NEE) headquartered and what is its corporate size?

NextEra Energy is headquartered in Juno Beach, Florida and is a Fortune 200 electric power and energy infrastructure company.
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167.19B
2.08B
0.11%
83.45%
2.02%
Utilities - Regulated Electric
Electric Services
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United States
JUNO BEACH