Northwestern outlines $3.21B capital plan and 5% EPS growth target as merger and data center deals advance
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Heartland Advisors Inc. Sells 42,699 Shares of NorthWestern Energy Group, Inc. $NWE
Heartland Advisors Inc. significantly reduced its stake in NorthWestern Energy Group, selling 61.4% of its shares, now holding 26,805 shares valued at $1.57 million. Despite slightly missing EPS predictions, NorthWestern Energy Group reported an increase in revenue, raised its quarterly dividend, and has a consensus "Hold" rating from analysts with an average target price of $60.20. Other institutional investors like Daiwa Securities Group Inc. and Hantz Financial Services Inc. have either increased or initiated positions in the company.
NorthWestern Energy Group (NYSE:NWE) Reaches New 1-Year High - Here's What Happened
NorthWestern Energy Group (NYSE:NWE) shares recently reached a new 52-week high of $71.26. The company nearly met its quarterly EPS estimates and saw a 10.9% revenue increase year-over-year, while also raising its quarterly dividend to $0.67 per share, offering a 3.9% yield. Analyst ratings are mixed, with a consensus "Hold" and an average target price of $60.20, though some firms have adjusted their price targets recently.
Northwestern outlines $3.21B capital plan and 5% EPS growth target as merger and data center deals advance
Northwestern has unveiled a five-year capital expenditure plan totaling $3.21 billion, alongside a target of 5% compound annual EPS growth through 2028. This outlook is supported by recent strategic moves including the acquisition of additional data center land and the ongoing integration efforts with the recently completed merger of Liberty and NextGen in 2024. The company's expansion into data center infrastructure and renewable energy for major tech companies is expected to be a significant driver of this growth.
NorthWestern Energy: This Ignored Utility Could Profit From The Data Center Boom
NorthWestern Energy (NWE) offers an attractive 3.84% dividend yield and trades at a favorable valuation, positioned for growth due to increasing data center development in its service areas of Montana and South Dakota. The company aims for 4%-6% annual EPS growth, projecting an 8%-10% total annual return including dividends. While the dividend's sustainability is strong based on cash flow, recent increases have not kept pace with inflation, affecting income growth for shareholders.
NorthWestern Energy Group (NWE) Margin Compression Reinforces Bearish Earnings Quality Narratives
NorthWestern Energy Group (NWE) concluded FY 2025 with reduced net profit margins of 11.2% compared to 14.8% the previous year, despite increased revenue. This margin compression, along with a drop in basic EPS from US$3.66 to US$2.95, reinforces bearish narratives concerning regulatory lag, high capital expenditure, and interest coverage issues. While consensus points to long-term growth drivers like data center demand and regulatory reforms, the company's valuation metrics, including a P/E of 23.6x and a dividend not well covered by free cash flow, highlight investor risks.
Northwestern Energy Group Inc (NASDAQ:NWE) Q4 2025 Earnings Call Transcript
Northwestern Energy Group Inc (NWE) reported its Q4 and full-year 2025 financial results, with GAAP diluted EPS of $2.94 and non-GAAP diluted EPS of $3.58. The company announced a 1.5% increase in its quarterly dividend, initiated 2026 earnings guidance, and updated its five-year capital plan to $3.21 billion, a 17% increase. Key strategic initiatives discussed include the pending merger with Black Hills Corporation, progress with data center development agreements in Montana, and increased ownership in the Colstrip power plant for resource adequacy and large load customer service.
NorthWestern Energy (NWE) Earnings Transcript
NorthWestern Energy (NWE) reported full-year 2025 GAAP diluted EPS of $2.94 and non-GAAP diluted EPS of $3.58, a 5.3% increase from 2024, despite weather and regulatory headwinds. The company announced a 1.5% dividend increase to $0.67 per share, initiated 2026 EPS guidance of $3.68-$3.83, and updated its five-year capital plan to $3.21 billion, including a new 131 MW South Dakota gas project, requiring equity issuance beyond 2026. Progress on the Black Hills Corporation merger, data center agreements, and increased ownership of the Colstrip generating station were also highlighted.
NorthWestern Energy cuts pension fund in half after buyout transaction
NorthWestern Energy has significantly reduced its pension fund by half following a recent buyout transaction. The article, by Rob Kozlowski, was published on February 12, 2026, at 04:03 PM EST. This action affects the company's pension funds, as reported by Pensions & Investments.
NorthWestern Energy Group (NYSE:NWE) Releases Earnings Results, Misses Expectations By $0.02 EPS
NorthWestern Energy Group (NWE) announced its earnings, reporting an EPS of $1.17, which missed analysts' consensus estimate by $0.02. Despite this, the quarterly revenue saw a 10.9% year-over-year increase, and management updated its FY2026 EPS guidance to $3.68-$3.83. The company also raised its quarterly dividend to $0.67, leading to a 3.9% yield, while its stock currently trades near its 52-week high.
NorthWestern Energy Group, Inc. SEC 10-K Report
NorthWestern Energy Group, Inc. has released its 2025 Form 10-K report, detailing financial performance with increased revenues but decreased net income due to higher operating expenses. The report highlights strategic initiatives including infrastructure investments, a merger with Black Hills, and a commitment to achieving net-zero carbon emissions by 2050. The company also addresses challenges such as regulatory risks, operational hazards, market fluctuations, and workforce issues.
How Investors Are Reacting To NorthWestern Energy (NWE) Revenue Growth, Margin Squeeze And A Higher Dividend
NorthWestern Energy Group (NWE) reported mixed full-year 2025 results, with revenue increasing to US$1,610.6 million but net income declining to US$181.1 million. Despite the earnings dip and margin pressure, the company announced a 1.5% increase in its quarterly dividend to US$0.67 per share, signaling a commitment to shareholder returns. This move highlights the ongoing challenge for NWE to balance infrastructure investments and regulatory dynamics with earnings growth.
NorthWestern Energy Reports 2025 Financial Results
NorthWestern Energy reported its financial results for the year ended December 31, 2025, with diluted GAAP EPS falling to $2.94 from $3.65 in 2024, primarily due to higher operating expenses and regulatory disallowances. Despite this, adjusted diluted non-GAAP EPS increased to $3.58 from $3.40, and the company affirmed its 4% to 6% long-term EPS growth rate and announced a 1.5% increase in its quarterly dividend. Major strategic initiatives in 2025 included the acquisition of Energy West, completion of a rate review, and a merger agreement with Black Hills Corporation, alongside an increased 5-year capital plan of $3.2 billion.
NorthWestern Corporation (NWE) Announces Dividend Payment Date
NorthWestern Corporation (NWE) announced a dividend payment scheduled for March 31, 2026, for shareholders of record by March 13, 2026. The company, operating in the utilities sector, shows mixed financial health with an Altman Z-Score indicating potential distress and a high debt-to-equity ratio, despite solid operational efficiency. Investors are advised to consider these financial risks alongside the steady dividend yield.
NorthWestern Energy Reports 2025 Financial Results and Strategic Developments
NorthWestern Energy reported a decline in net income for 2025 to $181.1 million, down from $224.1 million in 2024, primarily due to increased operating expenses and regulatory disallowance of capital costs. Despite this, non-GAAP net income increased, and the company announced a $3.2 billion capital investment plan for 2026-2030. NorthWestern also reached a merger agreement with Black Hills Corporation in August 2025, targeting completion in the second half of 2026.
NorthWestern Energy Reports 2025 Financial Results
NorthWestern Energy reported its 2025 financial results, with diluted GAAP EPS of $2.94, down from $3.65 in 2024, but adjusted diluted Non-GAAP EPS increased to $3.58 from $3.40. The company affirmed a 4% to 6% long-term EPS growth rate, announced 2026 earnings guidance of $3.68 to $3.83 per diluted share, and increased its quarterly dividend by 1.5% to $0.67 per share. NorthWestern also unveiled a $3.2 billion 5-year capital plan and provided updates on its pending merger with Black Hills Corporation, recent acquisitions, and regulatory developments.
New York Life Investment Management LLC Purchases New Shares in NorthWestern Energy Group, Inc. $NWE
New York Life Investment Management LLC has acquired a new position in NorthWestern Energy Group (NYSE:NWE), purchasing 129,078 shares valued at approximately $7.57 million. This makes them a 0.21% owner of the company. Other institutional investors like Millennium Management LLC and UBS Asset Management also increased their stakes, bringing institutional ownership to 96.07%. Analysts currently rate NWE as "Hold" with a consensus price target of $58.40, while the stock trades around $68.35.
ProShare Advisors LLC Has $46.59 Million Stake in NorthWestern Energy Group, Inc. $NWE
ProShare Advisors LLC significantly increased its stake in NorthWestern Energy Group (NYSE:NWE) by 14.5% in the third quarter, bringing its total holding to 794,913 shares valued at approximately $46.59 million. This makes ProShare Advisors one of several institutional investors to adjust their positions in NWE, highlighting strong institutional interest with 96.07% ownership. Despite a "Hold" consensus rating from analysts with an average target price of $58.40, the company's shares opened lower, trading at $67.34.
NWE SEC Filings - Northwestern Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Northwestern Energy Group (NWE) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms. It details recent material events like a merger agreement with Black Hills Corporation, insider transactions, and earnings outlooks. The platform uses AI summaries to help investors quickly understand key points from these regulatory documents.
Northwestern Energy Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of NorthWestern Energy Group, Inc. - NWE
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of NorthWestern Energy Group, Inc. (NasdaqGS: NWE) to Black Hills Corp. (NYSE: BKH). KSF is examining whether the offered consideration of 0.98 shares of Black Hills for each NorthWestern share, and the process leading to the offer, are adequate or undervalue the company. Shareholders are encouraged to contact KSF if they believe the transaction undervalues NorthWestern or wish to discuss their legal rights.
NorthWestern (NWE) Reports Next Week: Wall Street Expects Earnings Growth
NorthWestern (NWE) is projected to announce an increase in earnings and higher revenues for the quarter ended December 2025, with an expected 5.3% year-over-year EPS growth and 10.6% revenue increase. While the current Earnings ESP of 0% combined with a Zacks Rank #3 makes a conclusive earnings beat prediction difficult, the company has a history of beating consensus estimates in three of the last four quarters. Investors are advised to consider other factors beyond just the earnings report for this stock.
NorthWestern Energy takes public comment on new Integrated Resource Plan
NorthWestern Energy is holding public meetings to gather feedback on its draft 2026 Integrated Resource Plan, which outlines how the utility will meet Montana's energy needs for the next two decades. The plan emphasizes "reliable" power sources, supporting the continued use of the Colstrip coal-fired plant and natural gas, while facing criticism from attendees who advocate for increased reliance on renewable energy. The company anticipates a potential shortfall in capacity by 2027 or 2028 and plans to address future decisions based on this analysis.
Thrivent Financial for Lutherans Boosts Stock Position in NorthWestern Energy Group, Inc. $NWE
Thrivent Financial for Lutherans increased its stake in NorthWestern Energy Group (NYSE:NWE) by 7.7% in the third quarter, now holding 488,885 shares valued at $28.65 million. Institutional investors own a significant 96.07% of the company, which has a market cap of $4.15 billion and a P/E ratio of 18.54. Analysts currently have a consensus "Hold" rating on NWE, with an average price target of $58.40, following mixed reports from firms like JPMorgan, Wells Fargo, and Barclays.
Is It Too Late To Reassess NorthWestern Energy Group (NWE) After Its 1 Year 30% Rally?
NorthWestern Energy Group (NWE) has seen a 30% rally over the last year, prompting investors to reassess its value. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by nearly 20% at its current price of ~$67.63, while its P/E ratio, though in line with the industry, is above Simply Wall St's proprietary Fair Ratio. The article concludes that NWE scores low on valuation checks and introduces "Narratives" on Simply Wall St's platform for more dynamic investment analysis.
NorthWestern Energy Group (NWE) Price Target Increased to $62
Barclays has increased its price target for NorthWestern Energy Group (NWE) to $62 from $61, maintaining an Overweight rating. This adjustment follows a solid third quarter for the utility company, which reported improved utility margins and reaffirmed its 2025 earnings and long-term growth guidance. NorthWestern Energy is also pursuing a significant all-stock merger with Black Hills Corporation, expected to close next year, which would expand its market footprint.
NorthWestern Energy Group (NWE) Price Target Increased to $62
Barclays has raised its price target for NorthWestern Energy Group (NWE) to $62 from $61, maintaining an Overweight rating. This adjustment follows NorthWestern's solid third-quarter performance, which included improved utility margins and reaffirmed 2025 earnings guidance. The company also has a significant capital plan and a pending merger with Black Hills Corporation expected next year.
Assessing NorthWestern Energy Group (NWE) Valuation After Its Recent Steady Share Price Momentum
NorthWestern Energy Group (NWE) has seen a recent surge in its share price, prompting an assessment of its valuation. Despite strong momentum and potential for growth from data center demand and legislative reforms, Simply Wall St's analysis suggests NWE is currently overvalued, with a fair value estimate of $62.60 against its current trading price of $67.86. Investors are advised to consider the detailed narrative and potential risks, including coal-related policy risk and a significant capital plan, before making investment decisions.
Why NorthWestern (NWE) Could Beat Earnings Estimates Again
NorthWestern (NWE) is likely to beat its upcoming earnings estimates, continuing a trend of exceeding expectations. The company has a positive Earnings ESP of +0.86% and a Zacks Rank #3 (Hold), indicating a strong probability of an earnings beat according to Zacks Investment Research's methodology. Their next earnings report is scheduled for February 11, 2026.
NorthWestern Energy seeks public comment on 2026 integrated resource plan
NorthWestern Energy is inviting public comment on its draft 2026 integrated resource plan, which forecasts Montana's electricity needs for the next two decades. The plan considers factors like population growth, capacity options, and affordability. A public meeting will be held at Missoula College for a presentation and feedback session.
Strs Ohio Raises Stake in NorthWestern Energy Group, Inc. $NWE
Strs Ohio significantly increased its holdings in NorthWestern Energy Group, Inc. (NYSE:NWE) by 402.7% during the third quarter, now owning 18,600 shares valued at $1.09 million. Other institutional investors like Norges Bank and Bank of America Corp DE also adjusted their stakes. NorthWestern Energy Group's stock currently trades at $67.44, with a market capitalization of $4.14 billion, and has an average "Hold" rating from analysts with a consensus target price of $58.40.
Missoula County watching NorthWestern Energy merger, resource plan
Missoula County is closely observing NorthWestern Energy's proposed merger with Black Hills Corp. and its new Integrated Resource Plan (IRP). While NorthWestern states these actions will not impact its decarbonization goals or existing programs, county officials are critical of the IRP's reliance on fossil fuels, which contrasts with Missoula's clean energy objectives. The county plans to provide technical comments on the IRP to address these concerns.
How Wells Fargo’s Downgrade Will Impact NorthWestern Energy Group (NWE) Investors
Wells Fargo recently downgraded NorthWestern Energy Group (NWE) from "Equal-Weight" to "Underweight," suggesting a more cautious outlook for the utility company. This downgrade, combined with a lower price target, reinforces concerns about NWE's valuation, modest growth forecasts, and relatively low return on equity. Investors are advised to consider the company's income-focused nature, regulatory outcomes, and balance sheet resilience, especially as interest coverage and free cash flow dividend coverage appear tight.
How Wells Fargo’s Downgrade Will Impact NorthWestern Energy Group (NWE) Investors
Wells Fargo recently downgraded NorthWestern Energy Group (NWE) from “Equal-Weight” to “Underweight,” indicating a more cautious view on the utility company. This downgrade, accompanied by a lower price target, reinforces existing concerns about NWE's valuation, modest growth forecasts, and relatively low return on equity, suggesting its income appeal needs to be weighed against its financial risk profile. Investors are now focused on upcoming full-year 2025 results and management commentary regarding earnings quality, rate cases, and capital spending, especially given tight interest coverage and free cash flow dividend coverage.
How Wells Fargo’s Downgrade Will Impact NorthWestern Energy Group (NWE) Investors
Wells Fargo recently downgraded NorthWestern Energy Group (NWE) from "Equal-Weight" to "Underweight" due to concerns about valuation, modest growth forecasts, and low return on equity. This downgrade reinforces existing investor concerns regarding the income-focused utility, whose share price has already been declining. The article suggests NWE's current dividend coverage relies on stretched cash flows and encourages investors to consider different perspectives on its fair value.
Press Release: NorthWestern Energy to Host Year-End 2025 Financial Results Webinar
NorthWestern Energy is scheduled to host a webinar to discuss its year-end 2025 financial results. Additionally, the article notes that Unity Software (U.US) reported its fourth-quarter financial results, with revenue increasing 35% year-over-year to $609 million, exceeding consensus estimates, despite a quarterly loss of 66 cents per share. The full report from Dow Jones is temporarily unavailable for automatic translation due to copyright issues.
NorthWestern Energy to Host Year-End 2025 Financial Results Webinar
NorthWestern Energy Group, Inc. (Nasdaq: NWE) announced it will host an investor webinar on February 12, 2026, to discuss its financial results for the year ending December 31, 2025. The company plans to release its financial results on the evening of February 11, 2026. Interested parties can register for the webinar online, and a replay will be available.
Utility serving 842,100 customers plans public 2025 results update
NorthWestern Energy (Nasdaq: NWE) announced it will host an investor webinar on February 12, 2026, to review its financial results for the year ending December 31, 2025. The company plans to issue a news release detailing these results on February 11, 2026. NorthWestern Energy provides electricity and/or natural gas to approximately 842,100 customers across Montana, South Dakota, Nebraska, and Yellowstone National Park.
NorthWestern Energy warns scammers targeting Montanans
NorthWestern Energy is alerting Montanans to a scam where criminals are falsely claiming utility service will be shut off unless immediate payment is made. The company emphasizes that these threats are illegitimate, as they never demand instant payment or threaten sudden disconnection without prior notice. Customers with past-due accounts always receive multiple notifications before any service interruption occurs.
NorthWestern Energy Group, Inc. (NYSE:NWE) Receives Average Recommendation of "Hold" from Brokerages
NorthWestern Energy Group (NYSE:NWE) has an average "Hold" rating from brokerages, with an average one-year target price of $59.20. The company recently reported quarterly EPS of $0.79, beating estimates, and revenue growth of 12.1% year-over-year. NWE also declared a quarterly dividend of $0.66, reflecting a 4.1% yield.
Cwm LLC Has $1.53 Million Stake in NorthWestern Energy Group, Inc. $NWE
Cwm LLC significantly increased its stake in NorthWestern Energy Group, Inc. (NWE) by 552.5% in Q3, now holding 26,125 shares valued at approximately $1.53 million. The company currently has a consensus "Hold" rating from analysts with an average price target of $59.20. NorthWestern Energy Group also offers a quarterly dividend of $0.66, translating to an annualized yield of about 4.1%.
18,766 Shares in NorthWestern Energy Group, Inc. $NWE Purchased by Pacer Advisors Inc.
Pacer Advisors Inc. recently purchased 18,766 shares of NorthWestern Energy Group, Inc. (NYSE:NWE) stock, valued at approximately $1.1 million, as disclosed in their Q3 13F filing. This acquisition highlights strong institutional interest, with hedge funds and other institutional investors owning 96.07% of the company's stock. NorthWestern Energy Group also declared a quarterly dividend of $0.66, resulting in an annualized dividend yield of 4.1% and a payout ratio of about 74.8%.
Despite objections, Montana agency allows NW Energy to keep data center letters secret
The Montana Public Service Commission has ruled that NorthWestern Energy can keep the terms of its Letters of Intent with data center companies secret, despite objections from environmental and consumer-advocacy groups. The PSC agreed with NorthWestern's claim that the information holds independent economic value and competitive advantage from its secrecy. This decision prevents public disclosure of agreements for supplying enormous amounts of electricity to new data centers.
NorthWestern Energy Group, Inc. $NWE Stock Position Decreased by Voya Investment Management LLC
Voya Investment Management LLC significantly reduced its stake in NorthWestern Energy Group (NYSE:NWE) by 92.5%, selling 320,014 shares and retaining 25,882 shares valued at $1.52 million. This move comes as institutional investors collectively own roughly 96% of the company's stock. NorthWestern Energy also announced a quarterly dividend of $0.66 per share, and analysts currently have a consensus "Hold" rating on the stock with a price target of $59.20.
Scheduled power outage along parts of the Hi-Line
NorthWestern Energy has scheduled a power outage for early Tuesday, December 23, affecting customers along the Hi-Line from Havre to Glasgow. This one-hour outage is necessary to reconnect customers to the normal transmission powerline configurations after crews repaired damage caused by recent severe winds. The energy company is coordinating with local officials to minimize disruption.
Squarepoint Ops LLC Raises Position in NorthWestern Energy Group, Inc. $NWE
Squarepoint Ops LLC significantly increased its stake in NorthWestern Energy Group, Inc. (NWE) by 92.6% in the second quarter, now holding 39,736 shares valued at approximately $2.04 million. Despite the stock trading near $64.24, analysts maintain an average "Hold" rating with a consensus target of $59.20. NorthWestern Energy also announced a quarterly dividend of $0.66, reflecting an annualized yield of about 4.1%.
NorthWestern Energy (NWE): Is The Recent Share Price Momentum Justified By Its Valuation?
NorthWestern Energy (NWE) has seen significant share price momentum, outperforming many utility peers with a 31% gain over the past year. Despite this, Simply Wall St's analysis suggests NWE is currently 5.7% overvalued based on a fair value of $62.20, which is below its last close of $65.74. While a $2.7 billion capital investment plan offers future earnings potential, risks from coal exposure and debt-funded capital expenditures could impact growth.
NorthWestern Energy (NWE): Is The Recent Share Price Momentum Justified By Its Valuation?
NorthWestern Energy (NWE) has seen its stock rise significantly, outperforming many utility peers, which has attracted income-focused investors. Despite this momentum, the company is considered "5.7% Overvalued" according to its most followed narrative, trading above consensus analyst targets. This assessment is based on a projected $2.7 billion capital investment plan, though potential regulatory issues and debt-funded capital expenditures pose risks to future growth.
Thrivent Financial for Lutherans Decreases Stock Holdings in NorthWestern Energy Group, Inc. $NWE
Thrivent Financial for Lutherans has reduced its stake in NorthWestern Energy Group, Inc. (NYSE:NWE) by 4.7% in the second quarter, now holding 453,993 shares valued at approximately $23.29 million. Despite this, other institutional investors have increased their positions, and the company reported strong Q3 earnings, beating analyst expectations. NorthWestern Energy also declared a quarterly dividend of $0.66 per share, resulting in a 4.0% yield.
NorthWestern Energy urges Montana residents to stay safe as wind storm approaches
NorthWestern Energy is advising Montana residents to prioritize safety as a windstorm approaches, emphasizing their year-round efforts in severe weather preparation. The utility company highlights trimming trees and vegetation, maintaining power systems, and coordinating with the National Weather Service. They also urge residents to stay clear of downed power lines and prepare emergency kits.
JPMorgan Raises Price Target on NorthWestern Energy Group (NWE)
JPMorgan has raised its price target on NorthWestern Energy Group (NASDAQ: NWE) from $60 to $61, while maintaining a 'Neutral' rating. This adjustment follows updates to their North American utilities group models. The increase comes amidst projections from the Energy Information Administration (EIA) for record-high U.S. electricity consumption in 2025 and 2026, driven by data centers, cryptocurrency, and heating/transportation demands.
