NEW YORK, Jan 24, 2026, 18:11 EST — Market closed
- Shares of NextEra Energy slipped roughly 0.3% to end Friday at $84.81.
- Before the NYSE opens on Tuesday, Jan. 27, the company will release its fourth-quarter and full-year results.
- An SEC filing revealed an executive vice president offloaded 10,826 shares through a pre-arranged trading plan.
NextEra Energy shares slipped roughly 0.3% to close at $84.81 on Friday, setting the stage for a week packed with key events for the utility’s stock.
NextEra will release its fourth-quarter and full-year 2025 results before the market opens on Tuesday, Jan. 27. The company will then host a webcast at 9 a.m. ET featuring CEO John Ketchum and other executives. (NextEra Energy Investor Relations)
Timing is key as rate expectations resurface. The U.S. 10-year yield closed Friday near 4.23%, while the S&P 500 barely budged — a setup that can still shake utilities, which investors often view as bond alternatives due to their dividends. (Reuters)
Markets face a packed earnings slate alongside a key Fed decision this week. About 20% of the S&P 500 companies are set to report, Reuters noted, while most investors expect the Fed to hold rates steady Wednesday. “At the end of the day, earnings are the driver,” said Chris Galipeau, senior market strategist at Franklin Templeton. (Reuters)
Analysts expect NextEra to post quarterly earnings of $0.53 per share on roughly $6.55 billion in revenue, according to a preview from Nasdaq.com. The earnings call will draw the most attention, particularly for any updates on 2026 targets or changes in financing conditions. (Nasdaq)
One company-specific filing stood out late last week. Executive Vice President Ronald R. Reagan offloaded 10,826 shares at $85 apiece on Jan. 22, according to a Form 4 filing. The sale was executed under a Rule 10b5-1 plan — a program that allows pre-arranged stock trades. (SEC)
NextEra is banking on major power consumers to fuel its growth. In December, it upped its adjusted profit forecast for 2026 to a range of $3.92 to $4.02 per share, pointing to a spike in electricity demand from data centers. (Reuters)
Ketchum didn’t mince words on the topic. “America is in a golden age of power demand,” he said during a prior investor call, highlighting the company’s push for data-center related deals. NextEra is also moving to revive the Duane Arnold nuclear plant in Iowa through a deal with Google, though the plan awaits regulatory approval, Reuters reported. (Reuters)
Friday’s shift wasn’t unique to NextEra. Duke Energy slipped 0.24%, Dominion Energy lost 0.55%, and Southern Co inched up just 0.03%, based on closing market figures. (MarketWatch)
The setup remains tricky. Should Treasury yields rise once more or the Fed hint at fewer rate cuts than markets anticipate, utilities could quickly fall out of favor as funds shift toward better bond returns. On top of that, any indication of rising construction costs or delays in greenlighting major projects would only deepen uncertainty.
Tuesday brings the latest earnings reports and a webcast, then all eyes shift to Wednesday’s Fed policy statement. Chair Jerome Powell will hold a press conference at 2:30 p.m. ET — both moments could shake up rate forecasts for the week and, in turn, reshape the valuation baseline for utility cash flows. (Federal Reserve)
