NextEra Energy Upgraded With 8% EPS CAGR Outlook and 10% Dividend Hike
Erste Group upgraded NextEra Energy to Buy from Hold after raising its long-term growth outlook, forecasting an 8% EPS CAGR through 2035. NextEra’s board approved a $0.6232 quarterly dividend, marking a 10% year-over-year increase with payment on March 16, 2026.
1. Analyst Upgrade and Growth Forecast
On February 18, Erste Group raised its rating on NextEra Energy from Hold to Buy after the company lifted its long-term outlook, projecting an 8% compound annual EPS growth rate through 2035.
2. Quarterly Dividend Increase Approved
NextEra’s board approved a regular quarterly dividend of $0.6232 per share, representing a 10% increase from last year, payable on March 16, 2026 to shareholders of record on February 27.
3. Strong Financial Position
The upgrade highlighted that NextEra’s return on equity and operating margins remain well above industry peers, underscoring the company’s financial resilience and upside potential.