Evercore analyst Michael Lonegan maintains $NextEra Energy Partners LP (NEP.US)$ with a buy rating, and adjusts the target price from $32 to $30.
According to TipRanks data, the analyst has a success rate of 59.1% and a total average return of 6.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $NextEra Energy Partners LP (NEP.US)$'s main analysts recently are as follows:
NextEra Energy Partners' Q3 results did not meet expectations, mainly due to reduced wind resource availability. Additionally, the company plans to update investors on the strategic review of its long-term convertible equity portfolio financing obligations and cost of capital by the Q4 earnings call at the latest. It's anticipated that a dropdown announcement paired with a distribution reset may act as a catalyst for the stock, potentially enhancing growth visibility into fiscal 2026 and beyond.
In the context of the recent Q3 earnings, it was confirmed that an update on the cash deployment strategy for NextEra Energy Partners would be forthcoming by Q4, with strong indications of an impending dividend reduction. The subsequent decline in the stock's value was less a reaction to this news and more of a response to speculation regarding the extent of the dividend decrease. An analyst voiced a lack of concern over this development, suggesting that a dividend cut may be prudent to manage significant CEPF buyouts and could serve as a chance to align the dividend yield with that of industry counterparts.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師Michael Lonegan維持$NextEra Energy Partners LP (NEP.US)$買入評級，並將目標價從32美元下調至30美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.1%，總平均回報率為6.1%。
此外，綜合報道，$NextEra Energy Partners LP (NEP.US)$近期主要分析師觀點如下：
新紀元能源合作伙伴第三季度的業績未達預期，主要是由於風資源供應減少。此外，公司計劃在最遲第四季度業績會上更新投資者有關其長期可轉股權益組合融資義務和資本成本的戰略審查。預計下拉公告搭配分配重設可能會成爲股票的催化劑，潛在地提升至2026財年及以後的增長可見度。
在最近第三季度業績的背景下，已確認新紀元能源合作伙伴的現金部署策略將在第四季度很快公佈，強烈暗示即將降低股息。隨後股票價值的下降更多地是對這一消息的反應，而不是對股息減少幅度的猜測做出的回應。一位分析師表示對這一發展不太關注，並建議減少股息可能是爲管理重大CEPF併購而慎重考慮的一次機會，可以使股息收益率與行業數據相一致。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
