NEE

Solid earnings and a resilient economy could keep the rally going—even if the Fed starts thinking about interest rate hikes.

JUNO BEACH, Fla., May 21, 2026 /PRNewswire/ -- The board of directors of NextEra Energy, Inc. (NYSE: NEE) declared a regular quarterly common stock dividend of $0.6232 per share. The dividend is payable on June 15, 2026, to shareholders of record on June 5, 2026. NextEra Energy, Inc.NextEra Energy, Inc. (NYSE: NEE) is the largest electric power and energy infrastructure company 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 the largest energy infrastructure development company 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. View original content to download multimedia:https://www.prnewswire.com/news-releases/nextera-energy-board-declares-quarterly-dividend-302779550.html

Retail earnings to offer glimpse at household spending, NextEra-Dominion tie up would capitalize on AI power boom, the Warsh era begins, and more news to start your day.

Vistra Corp. VST reported first-quarter 2026 earnings of $2.87 per share, which surpassed the Zacks Consensus Estimate of $2.21 by 29.9%. The bottom line increased a whopping 523.9% from 46 cents in the year-ago quarter. The year-over-year increase in earnings per share was driven by higher realized capacity prices and contributions from the plants acquired through the Lotus acquisition for the full three-month period. Sales for the quarter totaled $5.64 billion, which beat the Zacks Consensus Estimate of nearly $5.45 billion by 3.54%. Moreover, the top line rose 43.4% from $3.93 billion recorded in the year-ago quarter. Vistra Corp. price-consensus-eps-surprise-chart | Vistra Corp. Quote Fuel, purchased power costs and delivery fees for the year amounted to $2.53 billion, up 3.4% from last year’s $2.45 billion. Operating costs for the year totaled $0.7 billion, up 1% from last year’s $0.69 billion. Selling, general and administrative expenses amounted to $0.42 billion, up 9.2% from last year’s $0.39 billion. Operating income totaled nearly $1.5 billion against an operating loss of $0.1 billion a year ago. Interest expenses and related charges came in at $0.26 billion, down 17.6% from last year. As of May 1, 2026, Vistra hedged nearly 98% of its expected generation volumes for 2026, around 89% for 2027 and about 65% for 2028. On Jan. 5, 2026, Vistra announced that it had signed agreements to acquire Cogentrix Energy, adding 10 modern natural gas plants totaling 5,500 MW across PJM, ISO New England and ERCOT. The $4 billion deal, financed with cash, stock to Quantum Capital Group funds and assumed debt (net of tax benefits), values the portfolio at 7.25x expected 2027 adjusted EBITDA or $730 per kW. Management expects the acquisition to boost earnings per share by mid-single digits in 2027 and high-single digits on average from the 2027-2029 period, driven by strong cash generation. Cash and cash equivalents totaled $0.63 billion as of March 31, 2026, compared with $0.79 billion as of Dec. 31, 2025. Net cash flow provided by operating activities in the first three months of 2026 was $1.2 billion compared with $0.6 billion last year. Total capital expenditures for first-quarter 2026 were $0.88 billion compared with $0.77 billion recorded a year ago. The available liquidity of the company as of March 31, 2026, was $4.17 billion, enough to meet its near-term obl...

PPL Corporation PPL is expected to report first-quarter 2026 results on May 8, before market open. This utility benefits from systematic investment in infrastructure and strong performance from its domestic operations. The Zacks Consensus Estimate for earnings is pegged at 61 cents per share, indicating a year-over-year increase of 1.67%. Image Source: Zacks Investment Research The consensus mark for revenues is pinned at $2.62 billion, indicating growth of 4.65% from the year-ago reported figure. Image Source: Zacks Investment Research PPL’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in the other two, delivering an average surprise of 0.42%. Image Source: Zacks Investment Research Our proven model predicts an earnings beat for PPL this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below. Earnings ESP: The company’s Earnings ESP is +0.41%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Zacks Rank: Currently, PPL carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. Another utility, SOLV Energy Inc. MWH, also has the perfect combination of two factors to register an earnings beat this season. MWH currently has a Zacks Rank #3 and an Earnings ESP of +3.45%. A couple of stocks from the same industry that reported positive earnings surprise this season are Dominion Energy D and NextEra Energy NEE, among others. The Zacks Consensus Estimate for 2026 and 2027 earnings per share for Dominion Energy indicates year-over-year growth of 4.94% and 6.21%, respectively. The same for 2026 and 2027 earnings per share for NextEra Energy indicates year-over-year growth of 8.09% and 8.82%, respectively. PPL Corporation’s first-quarter earnings are expected to have benefited from continued economic development across the service territories, driving incremental demand for its services. Robust demand from data centers in Pennsylvania, coupled with increasing private-sector activity in Kentucky, is likely to have supported the company’s first-quarter revenues and earnings growth. PPL Corporation’s quarterly performance is likely to have benefited from ongoing cost reduction initiatives and energy...

NiSource Inc. NI reported first-quarter 2025 operating earnings per share (EPS) of $1.06, which matches the Zacks Consensus Estimate. The bottom line increased 8.2% from the year-ago quarter’s recorded figure. On a GAAP basis, the company reported an EPS of $1.06 compared with $1 in the prior-year quarter. Operating revenues of $2.37 billion lagged the Zacks Consensus Estimate of $2.42 billion by 2.5%. However, the top line increased 9.3% from the prior-year quarter’s figure of $2.17 billion. NiSource, Inc price-consensus-eps-surprise-chart | NiSource, Inc Quote Total operating expenses amounted to $1.54 billion, up 8.4% from the year-ago quarter’s $1.17 billion. The year-over-year increase in expenses was due to the higher cost of energy and an increase in operation and maintenance expenses. Operating income totaled $822.9 million, up 10.8% from the year-ago figure of $742.6 million. Net interest expenses amounted to $191.6 million, up 44.3% from the prior-year quarter’s $132.8 million. Total gas distribution in Sales and Transportation (excluding weather) was recorded at 124 Million British Thermal Units per day (MMDth), down 1.4% from the prior-year quarter’s 125.8 MMDth. Total electric sales (excluding weather) were recorded at 3,991.7 gigawatt-hours (GWh), down 0.5% from the prior-year quarter’s 4,011.7 GWh. NiSource's cash and cash equivalents as of March 31, 2026, were $71.9 million compared with $110.1 million as of Dec. 31, 2025. Long-term debts (excluding those due within a year) as of March 31, 2026, were $15.46 billion compared with $15.46 billion as of Dec. 31, 2025. Net cash flows from operating activities in first-quarter 2026 were $442.3 million compared with $686.4 million in first-quarter 2025. NI’s total liquidity as of March 31, 2026, was nearly $4.5 billion, which is sufficient to meet near-term obligations. The company reaffirmed its 2026 non-GAAP earnings in the range of $2.02-$2.07. The Zacks Consensus Estimate for 2026 earnings per share is pegged at $2.05, which is within the company’s guided range. NI now expects earnings to witness a CAGR of 9-10% through 2033, up from the previous prediction of 8-9%. NiSource anticipates a capital expenditure of $28.6 billion for 2026-2030. The consolidated capital expenditure plan includes utility system modernization initiatives and roughly $7.6 billion in strategic data center infrastructure i...

Dominion Energy, Inc. D posted first-quarter 2026 operating earnings of 95 cents per share, up 2.2% year over year and ahead of the Zacks Consensus Estimate of 89 cents by 6.7%. Results benefited from favorable weather and renewable natural gas (“RNG”) tax credit income. Dominion Energy gained from the continued load momentum tied to data centers, a key demand lever in its regulated footprint. Dominion Energy reported GAAP earnings of 69 cents per share for the quarter, below the prior-year level of 77 cents. The company’s preferred performance yardstick remains operating earnings, which exclude several items that can swing reported results from period to period. The difference between GAAP and operating earnings was due to the impact of net market losses tied largely to the nuclear decommissioning trust fund and the impact from economic hedging activity. The quarter also reflected an item related to costs on the Coastal Virginia Offshore Wind (“CVOW”) project not expected to be recovered from customers, as well as charges tied to the impairment of certain nonregulated solar generation facilities. The quarter’s operating revenues rose 23.2% from the year-ago period to $5.02 billion and beat the consensus mark of $4.28 billion by 17.3%. Dominion Energy Inc. price-consensus-eps-surprise-chart | Dominion Energy Inc. Quote Dominion Energy Virginia delivered the largest contribution to consolidated operating earnings in the quarter, supported by constructive regulatory items and weather effects. The utility also benefited from continued customer growth and commercial demand strength, which management ties closely to data center expansion in its service territory. Other segments were more mixed. Dominion Energy South Carolina’s operating contribution declined from the prior-year period, while Contracted Energy improved modestly. Corporate and Other remained a drag, reflecting higher net interest expenses and other corporate-level items during the quarter. Operating expenses increased meaningfully year over year, with higher electric fuel and other energy-related purchases representing a major driver. Depreciation and amortization also rose, reflecting the expanding regulated investment base and ongoing project activity. Financing costs were another key pressure point. Interest and related charges climbed from the year-ago quarter, underscoring the higher-rate envi...

Q1 results: Xcel reported GAAP EPS of $0.89 and ongoing EPS of $0.91, excluding a $37M Prairie Island disallowance charge and a $22M insurance-proceeds adjustment; ongoing EPS rose from $0.84 a year ago, helped by higher electric revenues and AFUDC but reduced about $0.09 by unusually warm winter weather. Large capital and data-center push: Management invested >$3B in Q1 and is executing a record $14B 2026 capex plan, placed ~500 MW of solar and battery storage, expects >$7B of tax-credit customer benefits through 2030, and signed a 15-year Google ESA requiring 1,900 MW of new wind/solar plus 100‑hour storage while targeting 6 GW of data-center load by year-end 2027 with a non-exclusive NextEra partnership. Guidance, financing and regulatory updates: Xcel reaffirmed 2026 ongoing EPS guidance of $4.04–$4.16 and long-term 6–8%+ earnings growth, has addressed over half of a $7B five-year equity need via >$1B ATM forwards and an $800M subordinated note, and noted regulatory developments including a Minnesota ALJ recommending a 9.8% ROE and updated Smokehouse Creek wildfire liabilities (low end ~$460M with $525M insurance). Interested in Xcel Energy Inc.? Here are five stocks we like better. 3 Utility Stocks With Strong Dividends and Room to Run Higher Xcel Energy (NASDAQ:XEL) reported first-quarter 2026 GAAP earnings of $0.89 per share and ongoing earnings of $0.91 per share, excluding two non-recurring items tied to a Prairie Island outage-related disallowance and updated insurance proceeds associated with Marshall Fire litigation. Vice President of Investor Relations Roopesh Aggarwal said the company recorded a $37 million charge, or $0.04 per share, after an administrative law judge (ALJ) in the Prairie Island outage case recommended an additional $41 million disallowance of replacement power costs for power procured in 2024 tied to an extended outage that began in late 2023. Aggarwal also said Xcel recognized $22 million, or $0.03 per share, due to an increase in estimated insurance proceeds related to Marshall Fire litigation. Both items were excluded from ongoing earnings. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss GE Vernova Rallies on the AI Grid Supercycle: Turbines, Transformers, and Cash Returns Chief Financial Officer Brian Van Abel said ongoing earnings rose to $0.91 per share from $0.84 per share in the year-ago quarter. He attribut...

Performance was driven by strong electric revenues from rate case outcomes and sales growth, though results were tempered by record warmth in Colorado impacting natural gas and electric sales. Management highlighted a landmark 15-year agreement with Google that serves as a blueprint for large load development, utilizing air-cooled technology and long-duration storage to protect existing customer rates. The company is utilizing its scale and balance sheet to secure partnerships with critical suppliers, tier-one EPC firms, and developers like NextEra Energy to ensure access to the resources needed to execute its growing portfolio of projects on time and on budget. Operational focus remains on the 'clean energy transition' through the retirement of legacy coal assets like Sherco and the deployment of over $3 billion in infrastructure during the first quarter alone. Strategic positioning is bolstered by a 20-gigawatt data center backlog, with management focusing on regions like the Upper Midwest where existing transmission length provides a competitive advantage for speed-to-power. Affordability remains a core narrative, with management noting that residential bills are approximately 30% below the national average, providing the 'headroom' necessary for continued capital investment. Management reaffirmed a long-term earnings growth target of 6% to 8%+, with a specific expectation to deliver 9% average EPS growth through 2030. The company has identified line of sight for $7+ billion of its $10+ billion incremental investment opportunity, primarily driven by transmission needs in SPS and generation for data centers. Guidance assumes the successful contracting of 6 gigawatts of data center load by year-end 2027, which is expected to trigger an additional 6 to 10 gigawatts of required generation. Financing strategy remains focused on maintaining a strong balance sheet, with management having already addressed over half of the $7 billion five-year equity need through ATM forwards and junior notes. Future capital plans are expected to be roughly 50% company-owned and 50% power purchase agreements (PPAs), though management aims to exceed this ownership ratio through competitive bidding. An ALJ recommendation for a disallowance related to the Prairie Island nuclear plant outage led to a potential $4.241 billion impact, though Xcel Energy Inc. recorded a specific charge...

In the first quarter of 2026, NextEra Energy reported sales of US$6,701 million and net income of US$2,182 million, with earnings per share more than doubling year on year. A key development was the U.S. Nuclear Regulatory Commission’s renewal of operating licenses for Florida Power & Light’s St. Lucie nuclear units, extending their lifespans into the 2050s and 2060s and reinforcing NextEra Energy’s long-term baseload capacity. We’ll now examine how the strong Q1 earnings surge and extended St. Lucie nuclear licenses affect NextEra Energy’s existing investment narrative. Capitalize on the AI infrastructure supercycle with our selection of the 38 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. To own NextEra Energy, you need to believe its mix of regulated utility earnings and long-term clean power contracts can support steady cash flows despite policy and rate uncertainty. The Q1 2026 earnings jump and St. Lucie license extensions strengthen the case for durable baseload and capital recovery, but they do not fully remove near term pressure from higher financing costs or ongoing questions about renewable tax credits. The most relevant update here is the Q1 2026 earnings release, where sales reached US$6,701 million and net income rose to US$2,182 million. That kind of profit improvement, alongside reaffirmed guidance, gives management more room to keep funding large projects like St. Lucie and renewables while absorbing interest expense and potential policy shifts that sit at the heart of today’s key catalysts and risks. Yet, despite the strong Q1 and extended nuclear lifespans, investors still need to be aware of how rising interest costs could affect... Read the full narrative on NextEra Energy (it's free!) NextEra Energy's narrative projects $35.9 billion revenue and $9.4 billion earnings by 2028. Uncover how NextEra Energy's forecasts yield a $93.65 fair value, a 4% downside to its current price. Some of the most optimistic analysts were already assuming earnings of about US$10.9 billion by 2029, so if you believe data center power demand and nuclear extensions can support that kind of growth, you may view this quarter very differently from someone focused on the higher interest rate risk and policy uncertainty that could still shift both narratives after this news. Explore 11 other fair value estimat...

NextEra Energy NEE reported first-quarter 2026 results with adjusted earnings per share of $1.09, up 10.1% from 99 cents a year ago. The figure beat the Zacks Consensus Estimate of 98 cents by 11.2%. Strong contributions from both Florida Power & Light (“FPL”) and NextEra Energy Resources allowed the company to surpass expectations. GAAP earnings per share were $1.04 compared with 40 cents in the year-ago quarter. The difference between GAAP and operating earnings per share in the reported quarter was due to one-time losses of 6 cents and a benefit of a penny from income tax. Total operating revenues were $6.70 billion, up 7.3% year over year but below the Zacks Consensus Estimate of $7.20 billion by 7.0%. A key highlight was NextEra Energy Resources’ record renewables and storage origination, which added 4 gigawatts (“GW”) to backlog. NextEra Energy, Inc. price-consensus-eps-surprise-chart | NextEra Energy, Inc. Quote Operating revenues increased from $6.25 billion in the first quarter of 2025, supported by gains across both major operating platforms. By segment, FPL generated $4.27 billion of operating revenues in the quarter, while NextEra Energy Resources produced $2.31 billion, with Corporate and Other adding $119 million. FPL’s growth in the reported quarter was largely fueled by ongoing business investments. Operationally, FPL’s regulatory capital employed increased about 8.8% year over year, while the customer base expanded nearly 100,000 in the quarter. The company also highlighted continued solar buildout, placing roughly 600 megawatts of new solar into service and taking its owned and operated solar portfolio to more than 8.5 GW, alongside ongoing efforts to keep bills low and reliability high. NextEra Energy Resources had a strong quarter for new renewables and storage origination, adding to its backlog. With the new additions, NextEra Energy Resources' backlog now totals 33 GW after taking into account more than 0.3 GW of new projects placed into service as of April 23, 2026. NextEra Energy Resources also emphasized progress on its data center hub strategy, including selection by the U.S. Department of Commerce to build 9.5 GW of new gas-fired generation to serve large loads in Texas and Pennsylvania, with it positioned to develop, build and operate the projects. Total operating expenses in the first quarter were $4.75 billion, up 17.9%, due to...

NextEra Energy (NEE) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +11.68%. A quarter ago, it was expected that this parent company of Florida Power & Light Co. would post earnings of $0.53 per share when it actually produced earnings of $0.54, delivering a surprise of +1.89%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. NextEra, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $6.7 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 7.01%. This compares to year-ago revenues of $6.25 billion. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. NextEra shares have added about 12.1% since the beginning of the year versus the S&P 500's gain of 4.3%. While NextEra has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for NextEra was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks...