Recent adjustments to ratings and price targets for NextEra Energy (NYSE: NEE) reflect a mixed outlook from financial analysts. On February 2, 2026, analysts at Seaport Research Partners lowered their price target for NextEra Energy from $56.00 to $55.00, assigning a “sell” rating. This follows a series of changes from various firms, highlighting a dynamic assessment of the company’s market position.
On January 29, 2026, BMO Capital Markets introduced a new price target of $95.00. This was closely followed by Argus, which set a price target of $92.00 and issued a “buy” rating on January 28, 2026. On the same day, Mizuho also provided a new target of $90.00, designating a “neutral” rating.
Analysts at BTIG Research reaffirmed their “buy” rating, setting a price target of $103.00 on January 28, 2026. Additionally, The Goldman Sachs Group, Inc. raised its target from $94.00 to $98.00, maintaining a “buy” stance. This followed a previous increase by BMO Capital Markets, which revised its target from $89.00 to $93.00 on January 27, 2026, giving it an “outperform” rating.
Morgan Stanley also reaffirmed its “overweight” rating with a target of $104.00 on January 21, 2026, while Wells Fargo & Company adjusted its target from $97.00 to $98.00 on January 20, 2026. Barclays PLC also raised its target slightly from $84.00 to $85.00 on January 15, 2026, maintaining an “equal weight” rating.
In addition to target adjustments, insider trading activity has raised eyebrows. Executive Vice President Ronald R. Reagan sold 18,620 shares of the company on February 4, 2026, at an average price of $90.00, totaling $1,675,800.00. This transaction reduced his holdings by 65.88%, leaving him with 9,643 shares valued at $867,870.
CEO Armando Pimentel, Jr. also sold 145,140 shares on November 17, 2025, at an average price of $83.91, amounting to $12,178,697.40. Following this sale, he retained 162,693 shares worth $13,651,569.63, marking a 47.15% decrease in his position. Over the past ninety days, insiders have disposed of a total of 204,586 shares, valued at $17,474,707. It is noted that insiders now own 0.18% of NextEra’s stock.
NextEra Energy, headquartered in Juno Beach, Florida, is recognized as a leader in clean energy. The company operates through its principal subsidiaries, Florida Power & Light Company (FPL) and NextEra Energy Resources. FPL serves customers throughout Florida, while NextEra Energy Resources focuses on developing and managing a diverse portfolio of wind, solar, and energy storage projects. This comprehensive approach enables the company to cover all phases of power asset operation—from development to maintenance and optimization.
As analysts continue to reassess NextEra Energy’s market potential, the fluctuations in ratings and insider transactions could influence investor sentiment in the coming months.
