Core Insights - NextEra Energy, Inc. (NYSE:NEE) is recognized as a strong slow growth stock following the approval of a rate dispute settlement by the Florida Public Service Commission [1] - UBS has reaffirmed a Buy rating and a price target of $96 for NextEra Energy, indicating confidence in the company's future performance [1] Group 1: Rate Settlement and Financial Impact - The Florida Public Service Commission has authorized a settlement with NextEra's subsidiary, Florida Power & Light (FPL), establishing new retail base rates and charges effective from January 2026 through at least December 2029 [2] - This agreement includes an annual retail base revenue growth of $945 million starting in 2026, with an additional $705 million in 2027 [2] Group 2: Future Growth Prospects - The settlement provides a positive outlook for NextEra Energy ahead of its analyst meeting on December 8, with UBS predicting EPS growth of 8% or higher [3] - Investments in data center expansion and generation and transmission facilities across the United States are expected to enhance NextEra's business outlook in Florida [3] Group 3: Company Overview - NextEra Energy, Inc. is a North American energy company involved in the generation, transmission, and distribution of electricity, with a diverse portfolio that includes wind, solar, nuclear, natural gas, and other clean energy sources [4]

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment sector, progressing from an analyst to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ABBV, ADP, CTAS, FDS, HRL, JNJ, LOW, NEE, O, PEP, TROW, and WST, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

NextEra Energy, Inc. (NEE) is a major utility and clean-energy company that generates, transmits, distributes, and sells electric power to retail and wholesale customers across North America through a diverse mix of energy sources, including wind, solar, nuclear, natural gas and other clean-energy assets. Headquartered in Juno Beach, Florida, NextEra Energy’s market cap is around $178.1 billion. Companies worth $10 billion or more are generally described as “large-cap” stocks, and NextEra Energy’s market ...

Core Insights - The article compares PG&E (PCG) and NextEra Energy (NEE) to determine which stock is more attractive to value investors [1][3] Valuation Metrics - PG&E has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to NextEra Energy, which has a Zacks Rank of 3 (Hold) [3] - PG&E's forward P/E ratio is 10.67, significantly lower than NextEra Energy's forward P/E of 23.25, suggesting that PG&E may be undervalued [5] - The PEG ratio for PG&E is 0.67, while NextEra Energy's PEG ratio is 2.88, indicating that PG&E has a better valuation relative to its expected earnings growth [5] - PG&E's P/B ratio is 1.15, compared to NextEra Energy's P/B of 2.76, further supporting the notion that PG&E is undervalued [6] Value Grades - PG&E has a Value grade of A, while NextEra Energy has a Value grade of D, highlighting PG&E's superior valuation metrics and earnings outlook [6]

Core Insights - NextEra Energy reported strong Q3 2025 earnings, with adjusted earnings per share of $1.13, exceeding estimates by 8.7% and showing a year-over-year increase of 9.7% [2] - Total operating revenues for Q3 were $7.96 billion, a 5.3% increase year-over-year, but fell short of the consensus estimate of $8.11 billion by 1.86% [3] - The company reaffirmed its 2025 earnings guidance, expecting earnings per share in the range of $3.45-$3.70, slightly below the consensus estimate of $3.68 [11] Financial Performance - Adjusted earnings per share for Q3 2025 were $1.13, up from $1.03 in the previous year [2] - GAAP earnings per share for Q3 were $1.18 compared to $0.90 in the same quarter last year [2] - Operating revenues for Florida Power & Light Company were approximately $5.29 billion, a 7% increase from $4.94 billion in the prior year [4] - NextEra Energy Resources reported revenues of $2.56 billion, slightly down from $2.58 billion year-over-year [4] Segment Analysis - Florida Power & Light Company contributed significantly to revenue growth, driven by capital expenditures of around $2.5 billion in Q3 [6] - NextEra Energy Resources added 3 gigawatts to its backlog, bringing the total to 29.6 gigawatts [7] - Corporate and Other segment revenues increased to $115 million from $43 million year-over-year, although it reported a wider operating loss of 11 cents per share compared to a loss of 7 cents in the previous year [5] Strategic Developments - NextEra Energy signed agreements with Google to enhance U.S. nuclear leadership and support clean energy demands from AI, planning to restart the 615-MW Duane Arnold Energy Center [8] - The company aims to add 36,500-46,500 MW of renewable power projects to its portfolio from 2024 to 2027 [12] Financial Position - As of September 30, 2025, NextEra Energy had cash and cash equivalents of nearly $2.39 billion, up from $1.49 billion at the end of 2024 [10] - Long-term debt increased to $84.17 billion from $72.4 billion at the end of 2024 [10] - Cash flow from operating activities for the first nine months of 2025 was $9.98 billion, down from $11.27 billion in the same period of 2024 [10] Market Outlook - The consensus estimate for NextEra Energy's earnings has shifted by 12.92% over the past two months, indicating a flat trend in estimates revision [13] - The company holds a Zacks Rank 3 (Hold), suggesting an expectation of an in-line return in the coming months [15]

Core Insights - The article discusses the significant impact of artificial intelligence (AI) on the energy sector, particularly highlighting two companies, NextEra Energy and GE Vernova, that are poised to benefit from the increasing demand for energy driven by AI data centers [3][4][5]. Company Summaries NextEra Energy - NextEra Energy is acquiring Symmetry Energy for $800 million and plans to reopen the Duane Arnold nuclear plant by 2029, positioning itself as a strong player in the energy market [4][6]. - The company trades at a trailing price-to-earnings (P/E) ratio of 26.7 and offers a dividend yield of 2.7%, making it an attractive option for investors looking to capitalize on rising AI-related energy consumption [5][6]. - NextEra's natural gas operations are robust, and its reputation as a consistent dividend grower enhances its appeal for long-term investors [6]. GE Vernova - GE Vernova has experienced a remarkable 335% increase in stock price since March 2024, driven by high demand for turbines necessary for AI data center power needs [7]. - The company is involved in various turbine markets, including gas, wind, and hydropower, and is expected to continue benefiting from overwhelming demand as the AI boom progresses [7][8]. - Despite a stretched valuation with a forward P/E of 46.7, there may still be investment opportunities as the company consolidates lower after a strong earnings report [8].

Core Insights - The Zacks Utility – Electric Power industry offers attractive investment opportunities due to steady cash flows and stable regulated business models [1] - The industry is transitioning towards cleaner energy sources, with utilities investing in renewable infrastructure [2] - Federal Reserve interest rate cuts are expected to lower financing costs for capital-intensive utilities [3] Company Analysis: NextEra Energy (NEE) - NextEra Energy is recognized for its strong clean energy investment, combining stable performance with growth potential [4] - The regulated utility arm, Florida Power & Light, provides reliable cash flows through stable operations [4] - NextEra Energy Resources focuses on wind and solar power, supporting long-term expansion [4] - Long-term earnings growth per share is projected at 8.08% [9] Company Analysis: NRG Energy (NRG) - NRG Energy has an attractive investment profile with a strong decarbonization strategy and integrated power model [5] - The company aims for net-zero emissions by 2050 while generating stable cash flows from its retail electricity business [5] - NRG's earnings per share estimates for 2025 and 2026 have increased by 2.26% and 9.70%, respectively [7] - NRG's return on equity (ROE) is significantly higher at 103.57% compared to NEE's 12.42% [8][10] - NRG's shares have increased by 81.8% over the past year, outperforming NEE and the broader industry [8][18] Financial Metrics Comparison - NRG Energy's debt-to-capital ratio is 85.83%, while NextEra Energy's is 59.04% [14] - The Times Interest Earned (TIE) ratio for NRG is 3.9, indicating strong ability to meet interest obligations, compared to NEE's 2.3 [15] - NextEra Energy trades at a higher Price/Earnings (P/E) ratio of 21.19X compared to NRG's 15.65X [16] Summary of Investment Outlook - NRG Energy shows a better growth forecast and attractive value compared to NextEra Energy, supported by higher ROE and increasing earnings estimates [20] - NRG Energy has a VGM Score of B, while NEE has a score of D, indicating better momentum for NRG [20] - Both companies are rated Zacks Rank 3 (Hold), but NRG Energy has a marginal edge over NextEra Energy [21]

Core Insights - Dominion Energy and NextEra Energy are leading utility companies in the U.S. focusing on infrastructure upgrades and renewable energy expansion [1][17] - Both companies are enhancing grid resilience and reliability during severe weather through modernization efforts [1] - Strategic acquisitions are being pursued by both companies to broaden their renewable energy portfolios and strengthen market presence [1] Company Overview - NextEra Energy is recognized for its leadership in renewable energy, with significant investments in wind, solar, and battery storage [2] - Dominion Energy is committed to its nuclear fleet while exploring next-generation nuclear technologies, including potential Small Modular Reactor projects [3] Financial Performance - Dominion Energy's earnings per share estimates for 2025 and 2026 have increased by 0.29% and 0.28% respectively over the past 60 days, with a long-term growth rate of 10.26% [5] - NextEra Energy's earnings per share estimates for 2025 and 2026 have remained unchanged, with a long-term growth rate of 8.08% [7] Return on Equity - NextEra Energy has a return on equity (ROE) of 12.42%, while Dominion Energy's ROE is 9.6% [8] Dividend Yield - NextEra Energy's current dividend yield is 2.71%, while Dominion Energy's yield is higher at 4.34% [10] Long-Term Investment Plans - NextEra Energy plans to invest approximately $74.6 billion from 2025 to 2029 to enhance its infrastructure and clean energy assets [12] - Dominion Energy has a capital expenditure plan of $50 billion for the same period to strengthen its renewable operations [12] Valuation - NextEra Energy is trading at a forward P/E of 21.19X, while Dominion Energy is at 17.17X, indicating a premium for NextEra [13] Price Performance - Over the past month, Dominion Energy's shares increased by 1.1%, contrasting with a 3% decline in NextEra Energy's shares [15] Summary - Based on various factors, Dominion Energy currently has an edge over NextEra Energy, including better price performance, stronger dividend yield, improved earnings estimates, and more attractive valuation [18]

Accessibility StatementSkip Navigation JUNO BEACH, Fla., Nov. 20, 2025 /PRNewswire/ -- The Florida Public Service Commission (PSC) today approved a four-year rate agreement that enables Florida Power & Light Company to continue to make the smart, necessary investments in the grid to power Florida's growth—while keeping customer bills well below the national average. The agreement, developed in collaboration with a broad coalition of customer groups, sets rates for 2026 through 2029. SOURCE Florida Power & L ...

Core Insights - Cullen Capital Management's "SCCM Value Equity Strategy" reported a 6.9% return (gross of fees) and 6.8% (net of fees) in Q3 2025, outperforming the Russell 1000 Value's 5.3% and underperforming the S&P 500's 8.1% return during the same period [1] - Year-to-date, the strategy achieved a 13.0% return (gross), compared to Russell 1000 Value's +11.7% and S&P 500's +14.8% [1] Company Focus: NextEra Energy, Inc. (NYSE:NEE) - NextEra Energy, Inc. operates as a regulated utility (70% of revenue) and renewables company (30% of revenue), benefiting from strong economic growth in its service regions and supportive regulatory environment [3] - The stock has shown a one-month return of 2.17% and a 52-week gain of 10.09%, closing at $84.64 with a market capitalization of $176.27 billion on November 18, 2025 [2] - NextEra's valuation is at the Utilities sector average of 19x forward earnings, with a dividend yield of 2.8%, while the company capitalizes on the growth of solar and wind generation despite federal subsidy roll-backs [3]