NEW YORK, Jan 26, 2026, 15:32 (EST) — Regular session
- NextEra Energy shares climbed roughly 0.8% in afternoon trading, following a wider uptick in utilities stocks
- The company will release its quarterly and full-year results ahead of Tuesday’s market open
- Traders weigh earnings forecasts as they brace for Wednesday’s Fed decision
NextEra Energy Inc (NEE.N) shares climbed roughly 0.8% to $85.49 Monday afternoon, with investors gearing up for the utility’s quarterly earnings release set before Tuesday’s market open.
The Florida-based firm plans to announce its fourth-quarter and full-year 2025 results ahead of the market open on Jan. 27. A live webcast kicks off at 9 a.m. ET, featuring CEO John Ketchum, CFO Mike Dunne, and other company leaders.
The market has shifted focus back to interest rates just as the Federal Reserve prepares to announce its first policy move of the year on Wednesday. A pause is broadly anticipated following a series of cuts late last year, according to a Reuters columnist.
Bank of America’s Ross Fowler bumped NextEra’s price target to $87 from $84, maintaining a Neutral rating while updating his valuation to 2028 figures.
Utilities gained ground across the board. The Utilities Select Sector SPDR Fund (XLU) climbed roughly 0.8%. Shares of Southern Co (SO.N), Duke Energy (DUK.N), and Dominion Energy (D.N) rose between 1% and 1.4% each.
Sector headlines turned loud as a cold snap put pressure on portions of the U.S. grid this weekend, pushing some wholesale power prices up sharply. “A 40-year-old gas turbine switches on because it sees these super-high prices,” Georg Rute, CEO of grid software company Gridraven, told Reuters in a report on the weather-driven squeeze. Reuters
NextEra provided an update on its longer-term profit outlook back in December, boosting its adjusted earnings forecast for 2026 to a range of $3.92 to $4.02 per share. The company pointed to increasing power demand from data centers as a key driver.
“Adjusted” earnings remove certain one-offs, offering investors a clearer look at core results but sometimes hiding actual expenses. On Tuesday, attention will likely turn to whether the company sticks to its forecast and what updates it provides on its renewable and storage project pipeline.
The pipeline’s both a draw and a gamble. It demands significant upfront capital, and rising long-term yields can squeeze dividend-paying utilities by pushing up their financing expenses and making bonds a tougher sell.
NextEra’s next catalyst is just around the corner: results and presentation materials land before Tuesday’s open, with management set to webcast at 9 a.m. ET. After that, investors pivot sharply to Wednesday’s Fed decision and its potential impact on yields.
