NWE NorthWestern Energy Group, Inc. - Common Stock
NASDAQ · Utilities · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$69.27
· of 52w range
· above low
· to high
$57.1252w low
$75.1852w high
Market Cap (MRQ)
$4.26B
P/E (TTM)
25.0
EPS (TTM)
$2.77
Revenue (TTM)
$1.69B
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52W Range
$57–$75
Analyst Rating
HOLD
Price Target
$74
P/E
25.0
ROE
5.9%
Net Profit Margin
10.1%
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NWE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$69.27
Market Cap (MRQ)
$4.26B
P/E (TTM)
25.0
EPS (TTM)
$2.77
Revenue (TTM)
$1.69B
Div Yield
3.8%
ROE (TTM)
5.9%
Debt/Equity (MRQ)
1.2
52W Range
$57–$75
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.61B2021-12-31 → 2025-12-31
EPS$2.942021-12-31 → 2025-12-31
Free Cash Flow$-130M2023-12-31 → 2025-12-31
Net margin10.1%2023-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | NWE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 25.05Y avg ≈17.5 | ≈17.5 | 21.8 | Overvalued | |
| P/S (TTM) | 2.55Y avg ≈2.3 | ≈2.3 | 2.5 | Overvalued | |
| P/B (MRQ) | 1.55Y avg ≈1.2 | ≈1.2 | 1.8 | Fair value | |
| EV / EBITDA | 13.45Y avg ≈12.0 | ≈12.0 | 12.3 | Overvalued | |
| Price / FCF (TTM) | -22.25Y avg ≈-31.2 | ≈-31.2 | · | · | |
| Price / Cash Flow (TTM) | 10.25Y avg ≈8.2 | ≈8.2 | 9.0 | Overvalued | |
| EV / Revenue | 4.85Y avg ≈4.3 | ≈4.3 | · | · | |
| EV / FCF | -59.15Y avg ≈-59.6 | ≈-59.6 | · | · | |
| Price / Tangible Book | 1.75Y avg ≈1.4 | ≈1.4 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | NWE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 18.8%5Y avg ≈20.9% | ≈20.9% | 17.0% | In line | |
| EBITDA Margin (TTM) | 34.1%5Y avg ≈36.0% | ≈36.0% | 27.4% | Top tier | |
| Pretax Margin (TTM) | 10.4%5Y avg ≈13.3% | ≈13.3% | 10.1% | Weak | |
| Net Profit Margin (TTM) | 10.1%5Y avg ≈13.2% | ≈13.2% | 8.0% | Weak | |
| ROA (TTM) | 2.0%5Y avg ≈2.5% | ≈2.5% | 2.7% | Weak | |
| ROE (TTM) | 5.9%5Y avg ≈7.1% | ≈7.1% | 9.2% | Weak | |
| ROIC | 5.0%5Y avg ≈5.2% | ≈5.2% | 5.5% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | NWE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.25Y avg ≈1.1 | ≈1.1 | 1.2 | In line | |
| Current Ratio (MRQ) | 0.85Y avg ≈0.7 | ≈0.7 | 0.8 | In line | |
| Quick Ratio | 0.35Y avg ≈0.3 | ≈0.3 | 0.3 | Strong liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.25Y avg ≈1.0 | ≈1.0 | 1.2 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | NWE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.4%5Y avg ≈3.0% | ≈3.0% | · | · | |
| Revenue CAGR 3Y | 2.9% | · | · | · | |
| EPS YoY | -19.4%5Y avg ≈-2.3% | ≈-2.3% | · | · | |
| Net Income YoY | -19.2%5Y avg ≈0.77% | ≈0.77% | · | · | |
| EPS CAGR 3Y | -3.3% | · | · | · | |
| Net Income CAGR 3Y | -0.35% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | NWE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.25Y avg ≈0.2 | ≈0.2 | 0.2 | Weak | |
| Receivables Turnover | 8.15Y avg ≈7.3 | ≈7.3 | 6.6 | Top tier | |
| Revenue / Employee | ≈$966.1K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.8%
Payout Ratio89.1%
Annualized Payout≈$2.68
5Y Div CAGR≈1.9%
Growth Streak≈16
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 17, 2026 | $0.67 | USD | ≈3.8% |
| Jun 15, 2026 | $0.67 | USD | ≈3.8% |
| Mar 13, 2026 | $0.67 | USD | ≈3.9% |
| Dec 15, 2025 | $0.66 | USD | ≈4.0% |
| Sep 15, 2025 | $0.66 | USD | ≈4.6% |
| Jun 13, 2025 | $0.66 | USD | ≈5.1% |
| Mar 14, 2025 | $0.66 | USD | ≈4.7% |
| Dec 13, 2024 | $0.65 | USD | ≈5.1% |
| Sep 13, 2024 | $0.65 | USD | ≈4.6% |
| Jun 14, 2024 | $0.65 | USD | ≈5.2% |
| Mar 14, 2024 | $0.65 | USD | ≈5.3% |
| Dec 14, 2023 | $0.64 | USD | ≈4.9% |
| Sep 14, 2023 | $0.64 | USD | ≈5.0% |
| Jun 14, 2023 | $0.64 | USD | ≈4.4% |
| Mar 14, 2023 | $0.64 | USD | ≈4.5% |
| Dec 14, 2022 | $0.63 | USD | ≈4.3% |
| Sep 14, 2022 | $0.63 | USD | ≈4.6% |
| Jun 14, 2022 | $0.63 | USD | ≈4.5% |
| Mar 14, 2022 | $0.63 | USD | ≈4.2% |
| Dec 14, 2021 | $0.62 | USD | ≈4.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
5.6%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $0.50 | $0.44 | 13.6% |
| March 31, 2026 | $1.31 | $1.23 | 6.9% | |
| Dec. 31, 2025 | $1.17 | $1.20 | -2.5% | |
| Sept. 30, 2025 | $0.79 | $0.76 | 4.4% | |
| June 30, 2025 | $0.40 | $0.37 | 8.9% | |
| March 31, 2025 | $1.22 | $1.19 | 2.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.61B | $1.51B | $1.42B | $1.48B | $1.37B | |
| SG&A Expense | $158M | $137M | $117M | $114M | $102M | |
| Operating Expenses | $1.28B | $1.19B | $1.12B | $1.21B | $1.10B | |
| Operating Income | $326M | $323M | $300M | $263M | $276M | |
| Other Non-op | $12M | $23M | $16M | $19M | $8M | |
| Pretax Income | $188M | $215M | $202M | $182M | $190M | |
| Income Tax | $6M | $-9M | $8M | $-605.0K | $3M | |
| Net Income | $181M | $224M | $194M | $183M | $187M | |
| EPS (Basic) | $2.95 | $3.66 | $3.22 | $3.28 | $3.61 | |
| EPS (Diluted) | $2.94 | $3.65 | $3.22 | $3.25 | $3.60 | |
| Shares (Basic) | 61,381,000 | 61,293,000 | 60,321,000 | 55,769,000 | 51,709,000 | |
| Shares (Diluted) | 61,541,418 | 61,374,205 | 60,357,793 | 56,292,110 | 51,872,226 | |
| EBITDA | $575M | $551M | $511M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $9M | $4M | $9M | $8M | $3M | |
| Receivables | $210M | $188M | $212M | $245M | · | |
| Inventory | $133M | $123M | $115M | $107M | · | |
| Other Current Assets | $38M | $39M | $25M | $28M | · | |
| Current Assets | $504M | $418M | $407M | $539M | · | |
| PP&E (Net) | $6.74B | $6.40B | $6.04B | $5.66B | · | |
| PP&E (Gross) | $9.29B | $8.78B | $8.30B | $7.84B | · | |
| Goodwill | $368M | $358M | $358M | $358M | · | |
| Other Non-current Assets | $77M | $59M | $52M | $47M | · | |
| Total Assets | $8.46B | $8.00B | $7.60B | $7.32B | $6.78B | |
| Accounts Payable | $130M | $112M | $124M | $201M | · | |
| Accrued Liabilities | $272M | $255M | $246M | $251M | · | |
| Short-term Debt | $150M | $100M | $0 | $145M | · | |
| Current Liabilities | $697M | $802M | $535M | $621M | · | |
| Deferred Tax | $733M | $663M | $601M | $539M | · | |
| Other Non-current Liabilities | $284M | $316M | $332M | $355M | · | |
| Total Liabilities | $5.57B | $5.14B | $4.82B | $4.65B | · | |
| Long-term Debt | $3.29B | $3.00B | $2.78B | $2.62B | · | |
| Total Debt | $3.44B | $3.10B | $2.88B | · | · | |
| Common Stock | $649.0K | $648.0K | $648.0K | $633.0K | · | |
| Paid-in Capital | $2.09B | $2.08B | $2.08B | $2.00B | · | |
| Retained Earnings | $897M | $877M | $811M | $771M | · | |
| Treasury Stock | $98M | $97M | $98M | $98M | · | |
| AOCI | $-6M | $-7M | $-8M | $-8M | $-7M | |
| Stockholders' Equity | $2.89B | $2.86B | $2.79B | $2.67B | $2.34B | |
| Liabilities + Equity | $8.46B | $8.00B | $7.60B | $7.32B | · | |
| Shares Outstanding | 61,418,361 | 61,320,812 | 61,248,800 | 59,744,130 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $250M | $228M | $210M | $195M | $187M | |
| Stock-based Comp | $7M | $5M | $5M | $5M | $5M | |
| Deferred Tax | $7M | $-9M | $7M | $-9M | $525.0K | |
| Other Non-cash | $-50M | $-41M | $73M | · | · | |
| Operating Cash Flow | $394M | $407M | $489M | $307M | $220M | |
| CapEx | $524M | $549M | $567M | $515M | $434M | |
| Investing Cash Flow | $-571M | $-554M | $-571M | $-517M | $-436M | |
| Debt Issued | $602M | $215M | $300M | $0 | $100M | |
| Net Debt Issued | $602M | $215M | $300M | · | · | |
| Stock Issued | $0 | $0 | $74M | $277M | $196M | |
| Net Stock Activity | $0 | $0 | $74M | · | · | |
| Dividends Paid | $161M | $159M | $154M | $140M | $128M | |
| Financing Cash Flow | $178M | $152M | $84M | $213M | $218M | |
| Taxes Paid | $227.0K | $-4M | $-827.0K | $5M | $4M | |
| Free Cash Flow | $-130M | $-143M | $-78M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Margin | 20.2% | 21.4% | 21.1% | · | · | |
| Net Margin | 11.2% | 14.8% | 13.7% | · | · | |
| Pretax Margin | 11.7% | 14.2% | 14.2% | · | · | |
| EBITDA Margin | 35.7% | 36.4% | 35.9% | · | · | |
| ROA | 2.2% | 2.9% | 2.6% | · | · | |
| ROE | 6.3% | 7.9% | 7.0% | · | · | |
| ROIC | 5.0% | 5.7% | 5.1% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.5 | 0.8 | · | · | |
| Quick Ratio | 0.3 | 0.2 | 0.4 | · | · | |
| Debt / Equity | 1.2 | 1.1 | 1.0 | · | · | |
| LT Debt / Equity | 1.1 | 0.9 | 1.0 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 8.1 | 7.6 | 6.2 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $46.98 | $46.60 | $45.48 | · | · | |
| Revenue / Share | $26.17 | $24.67 | $23.56 | · | · | |
| Cash Flow / Share | $6.41 | $6.63 | $8.11 | · | · | |
| Cash / Share | $0.14 | $0.07 | $0.15 | · | · | |
| Dividend / Share | $2.64 | $2.60 | $2.56 | $2.52 | $2.48 | |
| EPS (TTM) | $2.94 | $3.65 | $3.22 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 6.4% | 6.5% | -3.8% | 7.7% | · | |
| Revenue CAGR 3Y | 2.9% | 3.3% | · | · | · | |
| EPS YoY | -19.4% | 13.4% | -0.92% | -9.7% | · | |
| EPS CAGR 3Y | -3.3% | 0.46% | · | · | · | |
| Net Income YoY | -19.2% | 15.4% | 6.1% | -2.1% | · | |
| Net Income CAGR 3Y | -0.35% | 6.2% | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $1.61B | $1.51B | $1.42B | · | · | |
| Net Income TTM | $181M | $224M | $194M | · | · | |
| Market Cap | $3.96B | $3.28B | $3.12B | · | · | |
| Enterprise Value | $7.39B | $6.37B | $5.99B | · | · | |
| P/E | 22.0 | 14.6 | 15.8 | · | · | |
| P/S | 2.5 | 2.2 | 2.2 | · | · | |
| P/B | 1.4 | 1.1 | 1.1 | · | · | |
| P / Tangible Book | 1.6 | 1.3 | 1.3 | · | · | |
| P / Cash Flow | 10.0 | 8.1 | 6.4 | · | · | |
| P / FCF | -30.5 | -23.0 | -40.1 | · | · | |
| EV / EBITDA | 12.8 | 11.6 | 11.7 | · | · | |
| EV / FCF | -56.9 | -44.7 | -77.2 | · | · | |
| EV / Revenue | 4.6 | 4.2 | 4.2 | · | · | |
| Dividend Yield | 4.1% | 4.8% | 4.9% | · | · | |
| Earnings Yield | 4.6% | 6.8% | 6.3% | · | · | |
| Payout Ratio | 89.1% | 70.8% | 79.3% | · | · | |
| Annual Payout | $161M | $159M | $154M | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $393M | $498M | $414M | $387M | $343M | $467M | $373M | $345M | $320M | $475M | $356M | $321M | $291M | $455M | $425M | $335M | |
| SG&A Expense | $42M | $46M | $36M | $47M | $34M | $41M | $31M | $35M | $31M | $40M | $23M | $29M | $30M | $35M | $27M | $28M | |
| Operating Expenses | $328M | $383M | $354M | $307M | $282M | $342M | $282M | $277M | $258M | $373M | $253M | $265M | $245M | $358M | $342M | $287M | |
| Operating Income | $64M | $114M | $60M | $80M | $61M | $125M | $92M | $68M | $62M | $102M | $103M | $56M | $46M | $96M | $83M | $48M | |
| Other Non-op | $5M | $3M | $3M | $5M | $78.0K | $4M | $3M | $9M | $6M | $4M | $3M | $4M | $4M | $5M | $8M | $4M | |
| Pretax Income | $28M | $77M | $24M | $47M | $25M | $92M | $60M | $44M | $36M | $75M | $77M | $31M | $21M | $73M | $64M | $27M | |
| Income Tax | $3M | $14M | $-21M | $9M | $3M | $15M | $-21M | $-3M | $4M | $10M | $-7M | $2M | $2M | $10M | $-3M | $-249.0K | |
| Net Income | $25M | $63M | $45M | $38M | $21M | $77M | $81M | $47M | $32M | $65M | $83M | $29M | $19M | $63M | $67M | $27M | |
| EPS (Basic) | $0.41 | $1.03 | $0.73 | $0.62 | $0.35 | $1.25 | $1.32 | $0.76 | $0.52 | $1.06 | $1.37 | $0.48 | $0.32 | $1.05 | $1.16 | $0.48 | |
| EPS (Diluted) | $0.40 | $1.03 | $0.72 | $0.62 | $0.35 | $1.25 | $1.31 | $0.76 | $0.52 | $1.06 | $1.37 | $0.48 | $0.32 | $1.05 | $1.16 | $0.47 | |
| Shares (Basic) | 61,509,000 | 61,461,000 | 61,409,000 | 61,395,000 | 61,381,000 | 61,339,000 | 61,315,000 | 61,302,000 | 61,289,000 | 61,266,000 | 61,244,000 | 60,442,000 | 59,804,000 | 59,776,000 | 58,345,000 | 56,311,000 | |
| Shares (Diluted) | 61,774,594 | 61,632,002 | · | 61,553,325 | 61,483,946 | 61,426,101 | · | 61,396,975 | 61,357,348 | 61,309,619 | · | 60,477,697 | 59,849,674 | 59,789,204 | · | 56,637,404 | |
| EBITDA | $131M | $181M | · | $143M | $123M | $187M | · | $125M | $119M | $159M | · | $108M | · | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4M | $6M | $9M | $6M | $3M | $56M | $4M | $3M | $6M | $4M | $9M | $5M | · | · | $8M | · | |
| Receivables | $169M | $199M | $210M | $159M | $155M | $187M | $188M | $144M | $150M | $187M | · | $148M | · | · | · | · | |
| Inventory | $146M | $134M | $133M | $135M | $125M | $120M | $123M | $122M | $115M | $104M | · | $119M | · | · | · | · | |
| Other Current Assets | $36M | $49M | $38M | $46M | $29M | $33M | $39M | $40M | $27M | $25M | · | $28M | · | · | · | · | |
| Current Assets | $482M | $513M | $504M | $444M | $403M | $473M | $418M | $368M | $364M | $397M | · | $358M | · | · | · | · | |
| PP&E (Net) | $6.90B | $6.79B | $6.74B | $6.66B | $6.53B | $6.43B | $6.40B | $6.30B | $6.19B | $6.09B | · | $5.93B | · | · | · | · | |
| PP&E (Gross) | · | · | $9.29B | · | · | · | $8.78B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $368M | $368M | $368M | $368M | $358M | $358M | $358M | $358M | $358M | $358M | · | $358M | · | · | · | · | |
| Other Non-current Assets | $173M | $134M | $77M | $69M | $65M | $68M | $59M | $57M | $50M | $49M | · | $50M | · | · | · | · | |
| Total Assets | $8.70B | $8.58B | $8.46B | $8.30B | $8.14B | $8.10B | $8.00B | $7.85B | $7.71B | $7.63B | · | $7.43B | · | · | · | · | |
| Accounts Payable | $115M | $122M | $130M | $94M | $94M | $88M | $112M | $94M | $91M | $97M | · | $119M | · | · | · | · | |
| Accrued Liabilities | $295M | $321M | $272M | $304M | $252M | $280M | $255M | $286M | $244M | $298M | · | $315M | · | · | · | · | |
| Short-term Debt | $100M | $150M | $150M | $150M | $100M | $0 | $100M | $100M | $100M | · | · | · | · | · | · | · | |
| Current Liabilities | $583M | $731M | $697M | $685M | $537M | $398M | $802M | $813M | $700M | $445M | · | $570M | · | · | · | · | |
| Deferred Tax | $761M | $751M | $733M | $721M | $703M | $695M | $663M | $640M | $629M | $620M | · | $551M | · | · | · | · | |
| Other Non-current Liabilities | $322M | $321M | $284M | $287M | $312M | $318M | $316M | $348M | $345M | $332M | · | $346M | · | · | · | · | |
| Total Liabilities | $5.81B | $5.67B | $5.57B | $5.42B | $5.26B | $5.21B | $5.14B | $5.04B | $4.91B | $4.82B | · | $4.69B | · | · | · | · | |
| Long-term Debt | $3.49B | $3.28B | $3.29B | $3.15B | $3.09B | $3.13B | $3.00B | $2.87B | $2.79B | $2.77B | · | $2.64B | · | · | · | · | |
| Total Debt | $3.59B | $3.43B | · | $3.30B | $3.19B | $3.13B | · | $2.97B | $2.89B | $2.77B | · | $2.64B | · | · | · | · | |
| Common Stock | $650.0K | $650.0K | $649.0K | $649.0K | $649.0K | $649.0K | $648.0K | $648.0K | $648.0K | $648.0K | · | $648.0K | · | · | · | · | |
| Paid-in Capital | $2.10B | $2.09B | $2.09B | $2.09B | $2.09B | $2.09B | $2.08B | $2.08B | $2.08B | $2.08B | · | $2.08B | · | · | · | · | |
| Retained Earnings | $903M | $919M | $897M | $892M | $895M | $914M | $877M | $836M | $829M | $837M | · | $767M | · | · | · | · | |
| Treasury Stock | $99M | $99M | $98M | $97M | $98M | $98M | $97M | $98M | $98M | $98M | · | $98M | · | · | · | · | |
| AOCI | $-6M | $-6M | $-6M | $-6M | $-6M | $-7M | $-7M | $-7M | $-7M | $-8M | $-8M | $-8M | · | · | $-8M | · | |
| Stockholders' Equity | $2.90B | $2.91B | $2.89B | $2.88B | $2.88B | $2.90B | $2.86B | $2.82B | $2.81B | $2.81B | $2.79B | $2.74B | · | · | $2.67B | · | |
| Liabilities + Equity | $8.70B | $8.58B | $8.46B | $8.30B | $8.14B | $8.10B | $8.00B | $7.85B | $7.71B | $7.63B | · | $7.43B | · | · | · | · | |
| Shares Outstanding | 61,513,596 | 61,503,442 | 61,418,361 | 61,401,190 | 61,387,122 | 61,373,412 | 61,320,812 | 61,308,009 | 61,299,477 | 61,282,747 | · | 61,241,779 | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $67M | $67M | $62M | $63M | $62M | $62M | $57M | $57M | $57M | $57M | $53M | $52M | $52M | $53M | $49M | $49M | |
| Stock-based Comp | $2M | $2M | $933.0K | $2M | $2M | $2M | $-570.0K | $1M | $2M | $2M | $57.0K | $251.0K | $2M | $3M | $1M | · | |
| Deferred Tax | $266.0K | $14M | $-17M | $7M | $4M | $13M | $-16M | $-6M | $4M | $9M | $20M | $-3M | $415.0K | $-10M | $3M | · | |
| Other Non-cash | · | $13M | · | · | · | $-1M | · | · | · | $29M | · | · | · | · | · | · | |
| Operating Cash Flow | $74M | $159M | $56M | $127M | $58M | $153M | $63M | $120M | $62M | $162M | $62M | $133M | $80M | $214M | $-2M | · | |
| CapEx | $189M | $116M | $150M | $154M | $129M | $92M | $149M | $153M | $139M | $109M | $160M | $144M | $127M | $137M | $129M | · | |
| Investing Cash Flow | $-190M | $-116M | $-152M | $-192M | $-130M | $-97M | $-149M | $-157M | $-139M | $-109M | $-160M | $-145M | $-129M | $-137M | $-130M | · | |
| Debt Issued | $375M | $0 | $102M | $0 | $100M | $400M | $0 | $0 | $0 | $215M | $0 | $0 | $80M | $220M | $0 | · | |
| Net Debt Issued | · | $0 | · | · | · | $400M | · | · | · | $115M | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | · | · | $0 | $63M | · | · | $97M | · | |
| Dividends Paid | $41M | $41M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $40M | $39M | $39M | $38M | $38M | $37M | · | |
| Financing Cash Flow | $113M | $-46M | $96M | $69M | $18M | $-6M | $88M | $34M | $88M | $-57M | $101M | $10M | $46M | $-72M | $125M | · | |
| Net Change in Cash | $-3M | $-3M | · | $4M | $-54M | $51M | · | $-3M | $11M | $-5M | · | $-2M | $-3M | $5M | · | · | |
| Taxes Paid | · | · | · | · | · | · | $185.0K | $200.0K | $141.0K | $-5M | $-4M | $0 | $0 | $3M | $-4M | · | |
| Free Cash Flow | · | $43M | · | · | · | $61M | · | · | · | $53M | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.4% | 22.9% | · | 20.8% | 17.7% | 26.7% | · | 19.7% | 19.3% | 21.5% | · | 17.3% | · | · | · | · | |
| Net Margin | 6.4% | 12.8% | · | 9.9% | 6.2% | 16.5% | · | 13.6% | 9.9% | 13.7% | · | 9.1% | · | · | · | · | |
| Pretax Margin | 7.2% | 15.5% | · | 12.2% | 7.2% | 19.8% | · | 12.7% | 11.2% | 15.9% | · | 9.7% | · | · | · | · | |
| EBITDA Margin | 33.4% | 36.4% | · | 37.0% | 35.9% | 40.1% | · | 36.2% | 37.0% | 33.4% | · | 33.6% | · | · | · | · | |
| ROA | 0.30% | 0.76% | · | 0.47% | 0.27% | 0.98% | · | 0.61% | 0.82% | 1.7% | · | 0.79% | · | · | · | · | |
| ROE | 0.87% | 2.2% | · | 1.3% | 0.75% | 2.7% | · | 1.7% | 2.3% | 4.6% | · | 2.1% | · | · | · | · | |
| ROIC | 0.87% | 1.5% | · | 1.1% | 0.86% | 1.7% | · | 1.3% | 0.95% | 1.6% | · | 0.98% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.7 | · | 0.6 | 0.8 | 1.2 | · | 0.5 | 0.5 | 0.9 | · | 0.6 | · | · | · | · | |
| Quick Ratio | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.6 | · | 0.2 | 0.2 | 0.4 | · | 0.3 | · | · | · | · | |
| Debt / Equity | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.0 | 1.0 | · | 1.0 | · | · | · | · | |
| LT Debt / Equity | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 0.9 | 0.9 | 1.0 | · | 0.9 | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | · | 0.0 | 0.0 | 0.1 | · | 0.0 | 0.1 | 0.1 | · | 0.1 | · | · | · | · | |
| Receivables Turnover | 2.4 | 2.6 | · | 2.6 | 2.3 | 2.5 | · | 2.4 | 4.3 | 5.1 | · | 4.3 | · | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $47.07 | $47.30 | · | $46.90 | $46.91 | $47.19 | · | $45.94 | $45.80 | $45.90 | · | $44.75 | · | · | · | · | |
| Revenue / Share | $6.36 | $8.07 | · | $6.29 | $5.57 | $7.60 | · | $5.62 | $5.21 | $7.75 | · | $5.31 | · | · | · | · | |
| Cash Flow / Share | · | $2.59 | · | · | · | $2.50 | · | · | · | $2.64 | · | · | · | · | · | · | |
| Cash / Share | $0.07 | $0.10 | · | $0.10 | $0.05 | $0.91 | · | $0.04 | $0.10 | $0.07 | · | $0.08 | · | · | · | · | |
| Dividend / Share | $0.67 | $0.67 | $0.66 | $0.66 | $0.66 | $0.66 | $0.65 | $0.65 | $0.65 | $0.65 | $0.64 | $0.64 | $0.64 | $0.64 | $0.63 | $0.63 | |
| EPS (TTM) | $2.77 | $2.72 | · | $3.53 | $3.67 | $3.84 | · | $3.71 | $3.43 | $3.23 | · | $3.01 | $3.00 | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.69B | $1.64B | · | $1.57B | $1.53B | $1.51B | · | $1.50B | $1.47B | $1.44B | · | $1.49B | $1.51B | · | · | · | |
| Net Income TTM | $171M | $168M | · | $217M | $226M | $236M | · | $227M | $209M | $197M | · | $178M | $176M | · | · | · | |
| Market Cap | $4.41B | $4.06B | · | $3.60B | $3.15B | $3.55B | · | $3.51B | $3.07B | $3.12B | · | $2.94B | · | · | · | · | |
| Enterprise Value | $7.99B | $7.48B | · | $6.89B | $6.34B | $6.63B | · | $6.47B | $5.96B | $5.88B | · | $5.58B | · | · | · | · | |
| P/E | 25.9 | 24.2 | · | 16.6 | 14.0 | 15.1 | · | 15.4 | 14.6 | 15.8 | · | 16.0 | 18.9 | · | · | · | |
| P/S | 2.6 | 2.5 | · | 2.3 | 2.1 | 2.4 | · | 2.3 | 2.1 | 2.2 | · | 2.0 | · | · | · | · | |
| P/B | 1.5 | 1.4 | · | 1.2 | 1.1 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | · | · | · | · | |
| P / Tangible Book | 1.7 | 1.6 | · | 1.4 | 1.2 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.2 | · | · | · | · | |
| P / Cash Flow | · | 25.4 | · | · | · | 23.2 | · | · | · | 19.3 | · | · | · | · | · | · | |
| EV / Revenue | 4.7 | 4.6 | · | 4.4 | 4.1 | 4.4 | · | 4.3 | 4.0 | 4.1 | · | 3.7 | · | · | · | · | |
| Dividend Yield | 3.7% | 4.0% | · | 4.5% | 5.1% | 4.5% | · | 4.5% | 5.1% | 5.0% | · | 5.2% | · | · | · | · | |
| Earnings Yield | 3.9% | 4.1% | · | 6.0% | 7.1% | 6.6% | · | 6.5% | 6.9% | 6.3% | · | 6.3% | 5.3% | · | · | · | |
| Payout Ratio | · | 64.7% | · | · | · | 52.4% | · | · | · | 60.9% | · | · | · | · | · | · | |
| Annual Payout | $163M | $162M | · | $161M | $160M | $159M | · | $158M | $157M | $156M | · | $152M | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Revenue | $1.61B | $1.51B | $1.42B | · | · |
| Operating Margin % | 20.2% | 21.4% | 21.1% | · | · |
| Net Income | $181M | $224M | $194M | · | · |
| Diluted EPS | $2.94 | $3.65 | $3.22 | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Debt / Equity | 1.2 | 1.1 | 1.0 | · | · |
| Current Ratio | 0.7 | 0.5 | 0.8 | · | · |
| Quick Ratio | 0.3 | 0.2 | 0.4 | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $-130M | $-143M | $-78M | · | · |
Institutional owners (13F) 395 filers · $4.6B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
395
Value held
$4.6B
New positions
37
Exited positions
29
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 37 (-21 vs prior Q) | 29 (-1 vs prior Q) | 128 (-5 vs prior Q) | 129 (+14 vs prior Q) | -671K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $649,647,250 | 9,070,752 | 14.20% | Shares |
| VANGUARD GROUP INC | $430,310,123 | 6,667,340 | 9.41% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254,157,679 | 3,548,697 | 5.56% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $199,829,540 | 2,790,136 | 4.37% | Shares |
| STATE STREET CORP | $174,147,325 | 2,431,546 | 3.81% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $128,148,666 | 1,788,900 | 2.80% | Shares |
| FRANKLIN RESOURCES INC | $113,268,842 | 1,581,525 | 2.48% | Shares |
| NEUBERGER BERMAN GROUP LLC | $97,336,187 | 1,357,486 | 2.13% | Shares |
| Balyasny Asset Management L.P. | $92,095,943 | 1,285,897 | 2.01% | Shares |
| AMERICAN CENTURY COMPANIES INC | $88,684,848 | 1,238,268 | 1.94% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $80,354,572 | 1,121,956 | 1.76% | Shares |
| AQR Arbitrage LLC | $78,411,868 | 1,094,832 | 1.71% | Shares |
| MILLENNIUM MANAGEMENT LLC | $76,212,203 | 1,064,119 | 1.67% | Shares |
| GOLDMAN SACHS GROUP INC | $75,299,970 | 1,051,382 | 1.65% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $74,174,932 | 1,035,633 | 1.62% | Shares |
| CITIGROUP INC | $73,321,692 | 1,023,760 | 1.60% | Shares |
| ALLIANCEBERNSTEIN L.P. | $69,989,178 | 1,061,407 | 1.53% | Shares |
| Hudson Bay Capital Management LP | $64,674,722 | 903,026 | 1.41% | Shares |
| FMR LLC | $61,673,856 | 861,126 | 1.35% | Shares |
| NORTHERN TRUST CORP | $59,053,697 | 824,542 | 1.29% | Shares |
| MORGAN STANLEY | $58,852,192 | 821,726 | 1.29% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $57,762,000 | 806,508 | 1.26% | Shares |
| River Road Asset Management, LLC | $57,077,058 | 796,943 | 1.25% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56,314,018 | 786,289 | 1.23% | Shares |
| NORGES BANK | $55,903,779 | 780,561 | 1.22% | Shares |
| BANK OF AMERICA CORP /DE/ | $54,323,815 | 758,501 | 1.19% | Shares |
| Bank of New York Mellon Corp | $53,280,966 | 743,940 | 1.16% | Shares |
| UBS Group AG | $52,975,954 | 739,681 | 1.16% | Shares |
| Grantham, Mayo, Van Otterloo & Co. LLC | $44,627,281 | 623,112 | 0.98% | Shares |
| FIRST TRUST ADVISORS LP | $40,297,259 | 562,654 | 0.88% | Shares |
| GABELLI FUNDS LLC | $38,617,504 | 539,200 | 0.84% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $36,794,274 | 513,743 | 0.80% | Shares |
| Nuveen, LLC | $36,302,316 | 506,874 | 0.79% | Shares |
| Schonfeld Strategic Advisors LLC | $35,735,514 | 498,960 | 0.78% | Shares |
| ProShare Advisors LLC | $35,131,544 | 490,527 | 0.77% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $33,455,699 | 467,128 | 0.73% | Shares |
| RAYMOND JAMES FINANCIAL INC | $29,797,718 | 416,053 | 0.65% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $29,411,971 | 410,667 | 0.64% | Shares |
| Qube Research & Technologies Ltd | $26,308,461 | 367,334 | 0.58% | Shares |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $25,976,446 | 358,197 | 0.57% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24,098,125 | 336,472 | 0.53% | Shares |
| Invesco Ltd. | $23,193,707 | 323,844 | 0.51% | Shares |
| Fort Baker Capital Management LP | $22,781,893 | 318,094 | 0.50% | Shares |
| CAXTON ASSOCIATES LLP | $22,357,759 | 312,172 | 0.49% | Shares |
| JPMORGAN CHASE & CO | $22,330,068 | 305,076 | 0.49% | Shares |
| MetLife Investment Management, LLC | $22,140,965 | 309,145 | 0.48% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $20,526,722 | 286,606 | 0.45% | Shares |
| Verition Fund Management LLC | $20,101,156 | 280,664 | 0.44% | Shares |
| Squarepoint Ops LLC | $19,877,773 | 277,545 | 0.43% | Shares |
| GAMCO INVESTORS, INC. ET AL | $19,147,607 | 267,350 | 0.42% | Shares |
Company insiders 21 insiders · 9 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Crystal Dawn Lail | VP and CFO | Feb. 27, 2026 F | 35,081 | 0 | 0 | $0 |
| John D Hines | VP - Energy Supply & MT Gov | March 3, 2026 F | 41,972 | 0 | 0 | $0 |
| Bleau Lafave | VP - Bus Dvlpmt & Asset Mgmt | Feb. 27, 2026 F | 3,496 | 0 | 0 | $0 |
| Shannon Heim | VP and General Counsel | Feb. 27, 2026 F | 8,795 | 0 | 0 | $0 |
| Jason Merkel | VP - Distribution | Feb. 27, 2026 F | 5,616 | 0 | 0 | $0 |
| Jeanne Vold | VP - Technology | Feb. 27, 2026 F | 14,221 | 0 | 0 | $0 |
| Michael R Cashell | VP - Transmission | Feb. 27, 2026 F | 27,342 | 0 | 0 | $0 |
| Jeffrey B. Berzina | Controller | Feb. 27, 2026 F | 4,671 | 0 | 0 | $0 |
| Cynthia Fang | VP - Regulatory | March 13, 2024 A | 1,412 | 0 | 0 | $0 |
| Jeffrey W. Yingling | Director | Aug. 4, 2026 A | 24,349 | 0 | 0 | $0 |
| Sherina M. Edwards | Director | July 9, 2026 A | 9,978 | 0 | 0 | $0 |
| Britt E Ide | Director | July 9, 2026 A | 15,558 | 0 | 0 | $0 |
| Kent T Larson | Director | July 9, 2026 A | 12,041 | 0 | 0 | $0 |
| David L Goodin | Director | July 9, 2026 A | 5,624 | 0 | 0 | $0 |
| Linda G Sullivan | Director | July 9, 2026 A | 34,586 | 0 | 0 | $0 |
| Mahvash Yazdi | Director | July 6, 2026 A | 22,932 | 0 | 0 | $0 |
| Anthony Thomas Clark | Director | Dec. 12, 2024 S | 16,816 | 0 | 0 | $0 |
| Dana J Dykhouse | Director | April 2, 2024 A | 42,749 | 0 | 0 | $0 |
| Jan Robert Horsfall | · | Aug. 6, 2026 A | 11,670 | 0 | 0 | $0 |
| Bobbi L Schroeppel | · | Feb. 27, 2026 F | 38,485 | 0 | 0 | $0 |
| Brian B Bird | · | Feb. 27, 2026 F | 218,047 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 64 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| MNA · New York Life Investments ETF Trust | 3.50% | 128,204 NS | July 31, 2026 | N-PORT |
| DIV · Global X Funds | 1.95% | 221,921 NS | July 31, 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.16% | 116,553 SH | Oct. 2, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 0.82% | 60,544 SH | Oct. 2, 2026 | Daily |
| ZAP · Global X Funds | 0.42% | 28,497 NS | July 31, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0.42% | 10,526 NS | July 31, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.32% | 2,867 NS | July 31, 2026 | N-PORT |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0.32% | 64,823 SH | Oct. 2, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.29% | 54,675 SH | Aug. 19, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.28% | 24,443 NS | July 31, 2026 | N-PORT |
| VPU · VANGUARD WORLD FUND | 0.28% | 421,024 SH | Aug. 19, 2026 | Daily |
| FUTY · FIDELITY COVINGTON TRUST | 0.28% | 92,931 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.21% | 363 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.18% | 2,322 NS | July 31, 2026 | N-PORT |
| POWR · iShares, Inc. | 0.17% | 11,298 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 16,610 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.14% | 1,613,339 SH | Sept. 11, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.14% | 29,579 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.14% | 360,987 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.14% | 30,018 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.13% | 8,027 SH | Oct. 2, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.13% | 46,977 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.12% | 99,235 SH | Aug. 19, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.12% | 6,810 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.12% | 2,190 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.10% | 26,704 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.09% | 903 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.09% | 895,607 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.08% | 184,295 NS | July 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.08% | 102,000 | Oct. 1, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.07% | 12,543 SH | Oct. 2, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 704,863 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1,410,934 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 1,549 SH | Oct. 2, 2026 | Daily |
| WSML · iShares Trust | 0.04% | 3,791 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.04% | 11,534 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.04% | 217,834 SH | Sept. 11, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 244,709 SH | Aug. 19, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 18,522 SH | Oct. 1, 2026 | Daily |
| DIVB · iShares Trust | 0.01% | 3,607 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 84,656 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,952,575 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 69,972 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,243 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 4,311 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 14,056 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.01% | 29,262 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 18,740 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 79,528 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 15,963 SH | Sept. 9, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 24,193 SH | Sept. 11, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IJH · iShares Trust | · | 2,157,027 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 157,342 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 176,188 SH | Aug. 21, 2026 | Daily |
| IWN · iShares Trust | · | 590,497 SH | Sept. 11, 2026 | Daily |
| IFRA · iShares Trust | · | 74,447 SH | Sept. 11, 2026 | Daily |
| SVAL · iShares Trust | · | 8,404 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 2,780 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 13,471 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 15,691 SH | Aug. 19, 2026 | Daily |
NWE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$73.00
+5.4%
3 27.3%
Strong Buy
3 27.3%
Buy
5 45.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-10-01Mean target $73.75 +6.5%
← Below all targets
Current price $69.27
Low$70.00
Mean$73.75
High$78.50
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| NWE | $3.96B | 22.0 | 6.4% | 11.2% | 6.3% | · |
| CNP | $25.03B | 24.0 | 8.3% | 11.2% | 9.5% | · |
| CMS | $21.43B | 19.8 | 13.6% | 12.5% | 12.3% | · |
| NI | $19.98B | 21.4 | 23.5% | 14.2% | 10.2% | · |
| BKH | $5.24B | 17.4 | 8.6% | 12.6% | 8.0% | · |
| AVA | $3.17B | 16.2 | 1.3% | 9.8% | 7.3% | · |
| UTL | $868M | 16.3 | 8.3% | 9.4% | 8.9% | · |
| D | $51.50B | 17.0 | 14.2% | 18.2% | 10.7% | · |
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Source: SEC 10-Q filed Jul 30, 2026