Morgan Stanley Cuts NextEra Energy (NEE) Price Target to $110

Morgan Stanley maintains its Overweight rating on NextEra Energy with a price target of $110.00, a 37.91% upside from the current price.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:18 PM EDT · Updated Oct 16, 2026, 1:58 PM EDT

Reviewed by automated data checks against the source data. How we make and check alerts

Morgan Stanley cut its price target on NextEra Energy, Inc. ($NEE) to $110 from $111 on October 14, 2026, and rates the stock "Overweight".

Since the rating, $NEE is up 1.8% to date (from the $78.37 close on Oct 14, 2026).

NEE NextEra Energy, Inc.

$79.80 +0.76% year to date

Daily close · Oct 16, 2026

Key Points

On October 14, 2026, Morgan Stanley reiterated its Overweight rating on NextEra Energy, Inc. with a price target of $110.00.
Morgan Stanley's $110 price target implies 37.91% upside from NextEra Energy, Inc.'s ($NEE) current $79.77 share price.
NextEra Energy's stock recently traded around $79.77, which is 27.5% below the analyst's target and 19.2% off its 52-week high.
The company's market cap stands at approximately $164.7 billion, with a P/E ratio of 17.7 and a dividend yield of 3.16%.

Get $NEE trade alerts by text

We text you when insiders, Congress or big funds trade $NEE. Free.

Not investment advice. EarningsIQ is not a registered investment adviser, and this automated NextEra Energy, Inc. alert may contain errors. Disclosures

Morgan Stanley reaffirmed its Overweight rating on NextEra Energy, Inc. (NYSE: NEE) on October 14, 2026, setting a price target of $110.00. This is a slight decrease from the prior target of $111.00.

Other Institutional Activity in NextEra Energy

Blackrock Inc. holds 186,838,459 shares of NextEra Energy, valued at about $14.9 billion, after increasing its stake by 8,011,450 shares. Vanguard Capital Management LLC owns 136,210,944 shares worth approximately $10.9 billion, having added 825,849 shares. State Street Corporation reduced its holdings by 718,025 shares, ending with 118,952,736 shares valued at around $9.5 billion. Meanwhile, JPMorgan Chase & Co. grew its stake by 4,065,011 shares to hold 116,048,771 shares worth about $9.3 billion. Morgan Stanley owns 63,514,030 shares, valued at about $5.1 billion, after reducing its position by 1,236,740 shares.

NextEra Energy, Inc. Stock Up 1.8%

NextEra Energy's stock is currently trading at $79.77 as of October 16, 2026. This price is below its 50-day moving average of $81.25 and significantly below its 200-day moving average of $87.29. The stock is also trading 19.2% below its 52-week high of $98.75 but remains 7.2% above its 52-week low of $74.41.

12-month forecast

$NEE price target

NextEra Energy, Inc. daily closes and this analyst's $110 target. Not advice.

Recent Earnings

NextEra Energy reported trailing twelve-month revenue of approximately $28.7 billion and an EPS of $4.45. The company's revenue growth year-over-year stands at 12.4%. The next earnings report is scheduled for October 21, 2026.

Dividend

NextEra Energy offers a dividend yield of 3.16% with a payout ratio of 53.5%.

Insider Buying and Selling at NextEra Energy, Inc.

Recent insider transactions include Terrell Kirk Crews II, an officer, who sold 19,672 shares at an average price of $90.27 on March 9, 2026, totaling about $1.78 million. James Michael May, an officer and treasurer, sold 7,161 shares for approximately $646,423 on the same day. Other insiders, including Mark Lemasney and Nicole J. Daggs, also sold shares around that time, but no new buying was reported.

Analysts Set New Price Targets

On October 14, 2026, Morgan Stanley maintained its Overweight rating on NextEra Energy, reiterating its target at $110.00. The consensus among 19 analysts has a mean price target of $97.00, with a recommendation key indicating a buy.

About NextEra Energy

NextEra Energy, Inc. generates and sells electric power through its subsidiaries in North America. It operates primarily through Florida Power & Light Company and focuses on renewable energy sources like wind and solar, making it a key player in the utility sector.

Bottom Line

Investors should watch for the upcoming earnings report on October 21, 2026, as well as any updates from analysts. Morgan Stanley's reiterated rating could signal continued confidence in NextEra Energy's performance as it navigates the renewable energy landscape.