新纪元能源(NEE)
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NextEra Energy's Next Leg Down (Rating Downgrade)
Seeking Alpha· 2024-01-11 07:00
Klaus Vedfelt/DigitalVision via Getty Images On our last coverage of NextEra Energy, Inc. (NYSE:NEE), we opined that bears should not get overly ambitious as the stock looked ripe for a rebound. We based that primarily on just how far the company was from the average analyst price target, a metric that often creates a temporary floor at least. We suggested cautious investors could get involved using covered calls to generate an 18.61% yield. The defensive play worked out, though obviously not as much as goi ...
NextEra Energy: Down 25% - Is 2024 A Rebound Year For This Dividend Aristocrat?
Seeking Alpha· 2024-01-08 01:00
公司背景 - NextEra Energy (NEE)是一家蓝筹股公用事业公司,成立于1925年,拥有近一个世纪的历史[3] 股价表现 - NEE的股价在过去一年下跌了近25%,主要受到宏观环境的影响,随着利率上升,公司的债务成本增加[3] - 预计2024年利率将下降,这将有利于NEE股东,提升公司股价[5] 财务状况 - NEE的资产负债表强劲,拥有良好的信用评级和充足的流动性,即使需要重新融资,公司也能应对[8] 股息和收益 - 公司计划在2024年以至少10%的年增长率增加股息[11] - NEE的调整后每股收益预计将在未来一年增长6% - 8%,2026年将进一步增长[13] 子公司表现 - NEE受益于子公司Florida Power & Light和NextEra Energy Partners,预计未来几年将保持稳定增长[15] - 预计NEP每单位分配将在2026年每年增长6%[18] 风险因素 - 风险因素包括利率上升、天气变化等,这可能影响公司的股价和业绩[21][22] 未来展望 - 尽管存在风险,但预计2024年NEE的股价将有望实现两位数增长,公司仍致力于增加股息并提高盈利[19][24][25]
Will NextEra (NEE) Beat Estimates Again in Its Next Earnings Report?
Zacks Investment Research· 2024-01-05 02:32
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering NextEra Energy (NEE) , which belongs to the Zacks Utility - Electric Power industry. When looking at the last two reports, this parent company of Florida Power & Light Co. Has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 7.66%, on average, in the last two quarters. For the most recent quarter, NextEra was expe ...
Wall Street's Most Accurate Analysts Say Buy These 3 Energy Stocks Delivering High-Dividend Yields - Sempra (NYSE:SRE), NextEra Energy (NYSE:NEE)
Benzinga· 2024-01-04 21:44
Loading... Loading... During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. Benzinga readers can review the latest analyst takes on their favorite stocks by visiting our Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy. Here's a look at the most recent high-yield ...
NextEra Energy (NEE) Advances While Market Declines: Some Information for Investors
Zacks Investment Research· 2024-01-03 03:33
股价表现 - NextEra Energy (NEE)昨日收盘价为61.57美元,较前一交易日上涨1.37%[1] - NextEra Energy的股票在过去一个月上涨了3.53%,超过了公用事业部门的1.01%增长,但落后于标普500指数的4%增长[2] 财务预测 - 投资界将密切关注NextEra Energy即将发布的财报。预计公司将发布每股收益为0.51美元,与去年同期相比保持稳定。最新的共识估计显示季度收入为61.7亿美元,较去年同期增长0.14%[3] 分析师预测 - 投资者应注意最近对NextEra Energy的分析师预测是否有任何修改。这些最近的修改通常意味着近期业务趋势的变化。因此,我们可以将积极的预测修订解释为公司业务前景的良好迹象[4]
NextEra Energy: Blue Chip At Attractive Valuation
Seeking Alpha· 2023-12-31 07:30
pidjoe Thesis: NextEra Energy (NYSE:NEE) has had a surprisingly volatile 2023 for a blue-chip utility stock and is currently down 30% across the last year. This extreme weakness represents an opportunity to be greedy and accumulate shares for a promising 2024. Pairing strong dividend growth, a commanding positioning in the industry, and a picture-perfect macroeconomic backdrop for utilities make NextEra Energy a strong buy with significant upside for 2024. Overview: NextEra Energy is a utility sector giant ...
Here's Why NextEra Energy Is a No-Brainer Dividend Growth Stock
The Motley Fool· 2023-12-28 14:32
NextEra Energy (NEE 0.61%) has an enviable dividend record, with a massive commitment to rewarding investors well via a growing disbursement. That's perhaps not all that shocking given that it is a utility, a type of company known for paying reliable dividends. But there's more to the story when you start to look at the growth rate of the dividend, which could make this stock a great pick for investors who not only care about dividends, but dividend growth as well. Here's a quick look at why NextEra Energy ...
Is NextEra Energy the Best Dividend Stock for You?
The Motley Fool· 2023-12-21 14:40
Share prices of NextEra Energy (NEE -2.81%) have fallen 27.1% so far in 2023, leaving the dividend yield at 3.1%. That's simply too cheap to pass up for a dividend that's grown at an 11% compound annual growth rate since 2023. The utility faced pressure from higher interest rates and the potential that some renewable energy projects won't be built economically, but in the long term this is one of the best utilities in the country, and a stock dividend investors will want to buy and forget about. NextEra's c ...
NextEra Energy(NEE) - 2023 Q3 - Quarterly Report
2023-11-07 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission IRS Employer Exact name of registrants as specified in their File charters, address of principal executive offices and Identification ...
NextEra Energy(NEE) - 2023 Q3 - Earnings Call Transcript
2023-10-25 00:10
财务数据和关键指标变化 - 公司第三季度调整后每股收益同比增长约10.6% [12] - FPL第三季度每股收益同比增加$0.04,主要驱动因素是FPL监管资本投入同比增长约13.6% [15] - FPL第三季度资本支出约26亿美元,预计2023年全年资本投资将在90亿至95亿美元之间 [15] - FPL截至2023年9月的12个月监管ROE约为11.8% [16] 各条业务线数据和关键指标变化 - 能源资源部门第三季度调整后收益同比增长约21% [18] - 新投资项目贡献每股收益同比增加$0.11,现有清洁能源投资组合贡献每股收益同比下降$0.02 [18] - 客户供应和交易以及天然气基础设施业务贡献分别同比增加$0.04和$0.01 [18] - 其他因素使收益减少$0.08,其中利息成本增加$0.06 [18] 各个市场数据和关键指标变化 - FPL第三季度零售销售量同比增长3%,主要由于天气较去年同期更温暖,导致客户用电量增加约2% [17] - FPL第三季度扣除天气因素的零售销售量同比增长约1% [17] 公司战略和发展方向及行业竞争 - 公司有望在2023年至2026年期间实现调整后每股收益位于预期范围的上限 [27] - 公司计划通过运营现金流、税权融资、项目融资和公司债务等方式为业务提供资金 [28] - 公司未来3年内的总股权需求不超过30亿美元,将继续依赖无摊薄的权益单位满足股权需求 [31] - 公司有能力吸收当前利率环境的大部分或全部累积影响 [32] - 公司有望通过成本削减和资本效率提升等措施抵消利率上升的影响 [35] - 公司认为可再生能源需求将保持强劲,受益于可再生能源相对其他发电方式的持续成本竞争力 [39] 管理层对经营环境和未来前景的评论 - 公司对未来可再生能源需求保持乐观,认为行业正在向规模较大的参与者转移 [73][74] - 公司认为自身在资金成本、供应链管理和项目执行方面的优势将推动未来增长 [73][74] - 公司对FPL作为最高质量的监管公用事业公司以及能源资源作为全球最大可再生能源公司的前景保持乐观 [58][59][60][61][62][63] 问答环节重要的提问和回答 问题1 **Steve Fleishman 提问** 询问公司税权转让对资产负债表的影响 [66][67] **John Ketchum 回答** 解释了税权转让如何增加公司的权益资本 [67] 问题2 **Shahriar Pourreza 提问** 询问NEP资产出售进展及对未来增长的影响 [82][83][86][87][88][89] **John Ketchum 和 Rebecca Kujawa 回答** 说明正在积极推进资产出售,同时通过再投资等方式支持NEP的6%分配增长目标 [83][86][87][88] 问题3 **Julien Dumoulin-Smith 提问** 询问公司未来融资计划中税权转让和税权融资的比重 [106][107][108][109][110][111][112][113][114][115][116][117] **John Ketchum 回答** 解释了税权转让和税权融资在公司整体融资计划中的作用和地位 [107][108][109][110][114][116][117]