Will Higher Q1 Earnings and Reaffirmed 2026 EPS Guidance Change Northwest Natural Holding's (NWN) Narrative
Northwest Natural Holding (NWN) reported higher Q1 earnings despite slightly lower sales and reaffirmed its 2026 EPS guidance of US$2.95 to US$3.15. The reaffirmed guidance, combined with increased earnings, underscores management's confidence but ties the company's short-term future strongly to regulatory and rate case outcomes. Investors are advised to consider the potential impacts of increasing electrification and decarbonization policies on the company's long-term prospects.
Northwest Natural reaffirms $2.95-$3.15 2026 EPS guidance while targeting 5%-7% long-term growth once MX3 reaches notice to proceed
Northwest Natural Gas Company (NWN) has reaffirmed its 2026 earnings per share guidance, projecting figures between $2.95 and $3.15. The company is also targeting a long-term earnings growth rate of 5% to 7% once its MX3 project receives the notice to proceed. This announcement indicates the company's confidence in its future financial performance and strategic projects.
Northwest Natural director Bragdon acquires $20,128 in shares
Peter J Bragdon, a director at Northwest Natural Holding Co (NYSE:NWN), recently acquired 400 shares of the company’s common stock for a total of $20,128. This transaction increased his direct holdings to 800 shares, with additional indirect holdings through a deferred compensation plan. The acquisition comes amidst mixed performance indicators for Northwest Natural, including a recent earnings miss but also a stock upgrade by Freedom Broker.
Northwest Natural (NWN) director purchases 400 shares at $50.32 each
Peter J. Bragdon, a director at Northwest Natural Holding Co (NWN), reported an open-market purchase of 400 common shares at $50.32 each. Following this transaction, Bragdon directly holds 800 shares and indirectly holds 3,490.732 shares through the company's deferred compensation plan. This insider activity reflects a net-buy transaction and signals confidence in the company.
Northwest Natural director Bragdon acquires $20,128 in shares By Investing.com
Peter J Bragdon, a director at Northwest Natural Holding Co, recently acquired 400 shares of the company's common stock for $20,128. This transaction increased his direct holdings to 800 shares, with additional shares held indirectly through a deferred compensation plan. Despite the acquisition, InvestingPro analysis suggests the company may be overvalued, although Freedom Broker recently upgraded its stock rating to "Buy" following mixed first-quarter earnings.
State Street (NWN) discloses 1.605M Northwest Natural Holding shares, 4%
State Street Corporation has disclosed beneficial ownership of 1,605,211 shares, or 4%, of Northwest Natural Holding Co common stock as of March 31, 2026, via a Schedule 13G filing. This indicates a passive investment, with various State Street investment advisory subsidiaries holding shared voting power over 1,497,539 shares. The filing confirms State Street's role as a large passive holder and not an active entity seeking control.
Northwest Natural (NWN) director logs discretionary deferred stock transaction
Northwest Natural Holding Co. director Mary E. Ludford reported a discretionary Form 4 transaction, where 512.847 common shares, valued at $50.19 each, were credited to her indirect holdings under the company's Deferred Compensation Plan for Directors and Executives. This transaction reflects compensation elections rather than active open-market trading, bringing her total indirect holdings to 4,377.282 shares. The filing is considered to have a neutral informational signal for investors as it is a routine administrative compensation event.
Deferred stock credits add 1,014 shares for Northwest Natural (NWN) director
Karen Lee, a director at Northwest Natural Holding Co (NWN), reported a discretionary stock transaction where 1,014.422 shares of common stock were credited to her deferred compensation plan account. This transaction, executed at $50.19 per share on May 7, 2026, increased her indirect holdings to 22,710.039 shares. The credit was made under the company's Deferred Compensation Plan for Directors and Executives, based on an election made in 2021 designed to comply with Rule 10b5-1.
Why Northwest Natural Holding (NWN) Is Down 5.3% After Reaffirming 2026 Earnings Guidance And Higher Q1 Margins
Northwest Natural Holding (NWN) saw its stock drop by 5.3% despite reporting higher Q1 2026 earnings and reaffirming its full-year 2026 EPS guidance of US$2.95–US$3.15. The company's first-quarter sales were slightly lower year-over-year, but increased profitability suggests improved efficiency. The investment narrative emphasizes NWN's steady earnings and reliable dividend as a regulated gas utility, though long-term energy policy shifts remain a key risk factor.
Northwest Natural reaffirms $2.95-$3.15 2026 EPS guidance while targeting 5%-7% long-term growth once MX3 reaches notice to proceed
Northwest Natural (NYSE: NWN) has reaffirmed its 2026 earnings per share guidance, projecting a range of $2.95 to $3.15. The company is also targeting a long-term earnings growth rate of 5% to 7% per year once its major infrastructure project, MX3, receives the notice to proceed. This announcement indicates the company's confidence in its financial outlook and future growth trajectory.
Northwest Natural Hldg President & CEO Makes $59K Stock Purchase
Northwest Natural Hldg's President & CEO, Justin Palfreyman, recently purchased 1,225 shares worth $59,718, signaling confidence in the company. Despite a negative revenue trend, the company boasts a high gross margin and a strong EPS. However, it faces challenges with debt management and a lower market capitalization compared to peers.
Northwest Natural Holding (NWN) Q1 EPS Rebound Tests Views On Lumpy Earnings Versus Steady Growth
Northwest Natural Holding (NWN) reported strong Q1 2026 results with a significant EPS rebound and 19.4% earnings growth, primarily driven by its core regulated gas utility operations. While the company points to future growth from new projects and backlogs, current performance heavily relies on traditional gas, leading to a discussion on the lumpy nature of its quarterly earnings versus the company's long-term growth narrative. The stock's valuation, including a P/E of 16.7x and price above its DCF fair value, combined with weak interest and dividend coverage, raises caution for bearish investors.
Northwest Natural (NWN) CEO adds 1,225 shares in open-market buy
Northwest Natural Holding Co's President & CEO, Justin Palfreyman, purchased 1,225 shares of common stock at $48.75 per share in an open-market transaction on May 7, 2026. This acquisition increases his direct ownership to 22,165 shares, with an additional 6,286 shares held indirectly through a deferred compensation plan. The Form 4 filing indicates a positive sentiment regarding the insider's confidence in the company.
Freedom Broker upgrades Northwest Natural Gas stock rating to buy on earnings beat
Freedom Broker upgraded Northwest Natural Gas (NYSE:NWN) to a "Buy" rating from "Hold" after the company's first-quarter 2026 earnings per share exceeded forecasts. The firm cited strong earnings performance, healthy organic growth, and a lower effective tax rate as reasons for the upgrade, despite InvestingPro's fair value analysis suggesting the stock is currently overvalued. Northwest Natural Gas has also consistently raised its dividend for 55 consecutive years.
Northwest Natural Holding Company (NYSE:NWN) Q1 2026 Earnings Call Transcript
Northwest Natural Holding Company (NYSE:NWN) reported strong Q1 2026 results, with adjusted EPS at $2.33, reaffirmed its 2026 and long-term guidance, and highlighted solid operational performance and customer growth across its three regulated utility businesses. The company discussed significant progress on regulatory initiatives, including multi-year rate case settlements in Washington, alternative rate mechanisms in Oregon, and a general rate case filing in Texas for C Energy, aimed at reducing regulatory lag and balancing earnings. Strategic investments in gas storage (MX3 project) and continued expansion in its water and wastewater business in Texas and Arizona were also emphasized, underpinning future growth.
Northwest Natural: Q1 Earnings Snapshot
Northwest Natural Holding Company (NWN) reported first-quarter earnings of $97.5 million, translating to $2.33 per share. The natural gas distributor, based in Portland, Oregon, also announced revenues of $490.4 million for the period.
Northwest Natural Holding (NWN) Q1 EPS Rebound Tests Views On Lumpy Earnings Versus Steady Growth
Northwest Natural Holding (NWN) reported strong Q1 2026 results with US$490.4 million revenue and US$2.33 EPS, marking a 19.4% earnings growth year-over-year. While the company's strong margins support an optimistic outlook, its reliance on core gas utility operations rather than newer growth projects is noted. Analysts anticipate an 8.4% annual earnings growth, averaging out the company's historically lumpy quarterly profits, with valuation concerns raised due to the stock trading above its DCF fair value and weak interest/dividend coverage.
Press Release: NW Natural Holdings Reports Strong First Quarter 2026 Results
NW Natural Holdings reported strong first quarter 2026 results. This performance reflects a positive start to the fiscal year for the company.
Northwest Natural Holding Company 2026 Q1 - Results - Earnings Call Presentation (NYSE:NWN) 2026-05-06
Northwest Natural Holding Company (NYSE:NWN) released its Q1 2026 earnings, reporting an EPS of $2.33, which missed estimates by $0.07. The company also reported revenue of $490.40 million, a 0.79% year-over-year decrease, missing estimates by $33.64 million. The earnings call presentation details these results.
NW Natural (NWN) misses first-quarter expectations but maintains full-year outlook
NW Natural (NWN) reported first-quarter results that fell short of analyst expectations but reaffirmed its full-year earnings guidance. The company posted adjusted earnings per share of $1.51, missing the consensus estimate of $1.64. Despite this, management expressed confidence in meeting its annual financial targets.
Earnings Flash (NWN) Northwest Natural Holding Company Reports Q1 Revenue $490.4M, vs. FactSet Est of $538.6M
Northwest Natural Holding Company (NWN) reported its Q1 revenue at $490.4 million, which fell short of FactSet's estimate of $538.6 million. This financial update was published on May 6, 2026, as part of an earnings flash. The company also announced its Q1 adjusted EPS at $2.33, slightly below the FactSet estimate of $2.40, and reiterated its 2026 EPS guidance.
Northwest Natural Gas (NYSE:NWN) Updates FY 2026 Earnings Guidance
Northwest Natural Gas (NYSE:NWN) has updated its FY 2026 earnings guidance, projecting an EPS range of $2.95 to $3.15, aligning with consensus estimates. The company also announced a quarterly dividend of $0.4925 per share, representing a 3.7% yield. Despite a "Hold" consensus rating from analysts, institutional investors have shown increased activity in NWN stock, while one insider recently reduced their holdings.
NW Natural misses first quarter estimates on earnings and revenue By Investing.com
Northwest Natural Holding Company (NYSE:NWN) reported first-quarter results that missed analyst expectations for both adjusted earnings per share ($2.28 vs. $2.35) and revenue ($490.4 million vs. $540.69 million). Despite the misses, the company reaffirmed its full-year 2026 earnings guidance and highlighted customer growth, system investments, and a recently settled Washington general rate case.
NW Natural Holdings Reports Strong First Quarter 2026 Results
NW Natural Holdings reported strong first-quarter 2026 results with EPS of $2.33, an increase from $2.18 in the same period last year. The company reaffirmed its 2026 EPS guidance of $2.95 – $3.15 and anticipates 6% – 8% rate base growth through 2030, supported by significant capital investments and customer growth. Key developments include a settlement in the Washington general rate case, a filing for a general rate case by SiEnergy, and continued progress on the MX3 gas storage expansion project.
Northwest Natural: Q1 Earnings Snapshot
Northwest Natural Holding Company (NWN) reported first-quarter earnings of $97.5 million, or $2.33 per share. The natural gas distributor, based in Portland, Oregon, also posted revenues of $490.4 million for the period.
NW Natural Holdings (NYSE: NWN) Q1 EPS rises to $2.33, guidance held
NW Natural Holdings reported strong Q1 2026 results with net income of $97.5 million and diluted EPS of $2.33, up from $87.9 million and $2.18 a year prior. The company reaffirmed its 2026 EPS guidance of $2.95–$3.15 and long-term EPS growth targets of 4-6%, potentially increasing to 5-7% with the MX3 gas storage project. Key regulatory updates include a Washington rate case settlement for NW Natural and a Texas rate case filing by SiEnergy, while the board declared a quarterly dividend of $0.4925 per share.
Assessing Northwest Natural Holding (NWN) Valuation After A Strong Year Of Shareholder Returns
Northwest Natural Holding (NWN) has seen strong shareholder returns over the past year, with a 13.1% year-to-date total return and 26.6% over the last year. Despite some recent cooling, the stock is considered 9.3% undervalued by a widely followed model, largely due to robust customer growth through recent acquisitions and a strong backlog for future meters. However, its current P/E ratio of 19.6x is higher than industry averages, suggesting a potentially richer valuation picture that warrants further investigation into the underlying assumptions and risks.
Is It Too Late To Consider Northwest Natural Holding (NWN) After Its Strong Recent Share Gains?
This article analyzes Northwest Natural Holding (NWN) following its recent share gains, examining whether the stock is overvalued. Using a Dividend Discount Model and Price-to-Earnings ratio, Simply Wall St suggests NWN may be overvalued by approximately 32.5% and is trading above its industry and peer averages. The report encourages investors to consider different narrative perspectives on valuation.
NWN Forecast, Price Target & Analyst Ratings | NORTHWEST NATURAL HOLDING CO (NYSE:NWN)
This article provides an in-depth analyst forecast for NORTHWEST NATURAL HOLDING CO (NWN), including a consensus price target of $57.89, indicating a 9.53% upside. It details upcoming earnings estimates for Q1 2026, analyst ratings history, and long-term growth projections for EPS, revenue, and EBIT. The report also lists recent analyst upgrades and downgrades for the company.
Vanguard Capital Management (NWN) reports 2.16M shares, 5.20% stake
Vanguard Capital Management reported a 5.20% beneficial ownership stake in Northwest Natural Holding Co. The filing, a SCHEDULE 13G, indicates Vanguard holds 2,163,282 shares with sole dispositive power and 330,765 shares with sole voting power. This disclosure provides transparency on significant institutional ownership but does not detail future trading intentions or specific fund breakdowns.
Vanguard Portfolio Management holds 2.64M NWN shares (6.36%) (NWN)
Vanguard Portfolio Management has disclosed beneficial ownership of 2,644,066 shares of Northwest Natural Holding Co (NWN) common stock, representing 6.36% of the class as of March 31, 2026. The filing indicates Vanguard has sole dispositive power over all these shares but sole voting power for only 16,026 shares. This Schedule 13G filing highlights a significant passive institutional stake in NWN.
Northwest Natural Gas (NWN) to Release Quarterly Earnings on Wednesday
Northwest Natural Gas (NWN) is scheduled to release its Q1 2026 earnings before market open on Wednesday, May 6th, with analysts expecting $2.31 EPS and $540.685 million in revenue. The company recently announced a dividend cut to $0.4925 per share quarterly, resulting in a 3.7% yield. Despite insider stock sales and some recent dividend actions, analysts maintain a "Moderate Buy" consensus with an average price target of $54.50.
TD Cowen initiates coverage of Northwest Natural Holding (NWN) with hold recommendation
TD Cowen has initiated coverage of Northwest Natural Holding (NWN) with a Hold recommendation. This indicates that the analyst firm views the stock as appropriately valued at its current price, suggesting investors neither buy nor sell aggressively.
Consumer Sentiment Touches Record Low: Buy 5 Low-Beta Defensive Stocks
Amidst rising inflation, global conflicts, and plummeting consumer sentiment, the article suggests investing in five low-beta defensive stocks. These stocks, primarily from the utility and consumer staples sectors, are recommended for their positive earnings revisions, strong Zacks Ranks, and potential for solid returns. The economic outlook is described as grim due to record-low consumer sentiment and persistent inflation fears.
M&T Bank Corp Purchases 448,796 Shares of Northwest Natural Gas Company $NWN
M&T Bank Corp significantly increased its stake in Northwest Natural Gas Company during the fourth quarter, purchasing 448,796 additional shares and now owning 1.10% of the company, valued at $21.29 million. Northwest Natural Gas reported Q4 EPS that beat estimates but revenue missed, with FY2026 EPS guidance set between $2.95 and $3.15. The company also declared a quarterly dividend of $0.4925, and analysts maintain a consensus "Moderate Buy" rating with an average target price of $54.50.
BlackRock holds 15% of Northwest Natural (NYSE: NWN) in amended 13G
BlackRock, Inc. has filed an amended Schedule 13G, showing beneficial ownership of 6,250,425 shares, or 15.0%, of Northwest Natural Holding Co. common stock. The filing, signed on April 24, 2026, details sole voting power over 6,188,600 shares and sole dispositive power over all 6,250,425 shares. This indicates a significant passive institutional stake in Northwest Natural.
Northwest Natural Holding stock (US66765R1023): Why dividend stability matters more now for income i
Northwest Natural Holding (NWN) is presented as a stable utility stock offering reliable dividends, appealing to income investors, especially during volatile markets. The company benefits from predictable cash flows due to its regulated natural gas distribution services in Oregon and Washington, a long history of dividend increases, and strategic investments in renewable natural gas. Its low volatility, investment-grade credit ratings, and focus on essential energy delivery make it a defensive play for long-term holders.
Discipline and Rules-Based Execution in NWN Response
This article provides an analysis of Northwest Natural Holding Company (NYSE: NWN) focusing on near-term sentiment and long-term strength. It highlights a mid-channel oscillation pattern and offers three distinct AI-generated trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis, showing signal strength, support, and resistance across different time horizons.
Northwest Natural Holding stock (US66765R1023): Why Google Discover changes matter more now
Google's Discover feed is proactively pushing personalized stock updates for companies like Northwest Natural Holding, directly to mobile screens, changing how investors track utility stocks without searching. This shift prioritizes mobile-first, visually appealing content, emphasizing freshness and engagement, which is particularly beneficial for niche topics like regulated utilities. For Northwest Natural Holding (NWN), this means more targeted exposure to news on rate cases, infrastructure, and dividend consistency, helping investors stay informed on this defensive stock's performance and strategy.
[ARS] Northwest Natural Holding Co SEC Filing
This article announces an ARS SEC filing by Northwest Natural Holding Co (NWN) on April 17, 2026. The filing has a low impact and neutral sentiment. The article also provides an overview of NWN's stock data, recent news, and other SEC filings.
TD Cowen initiates Northwest Natural Gas stock with hold rating By Investing.com
TD Cowen initiated coverage on Northwest Natural Gas (NYSE:NWN) with a Hold rating and a $58.00 price target, citing the company's transformation strategy to expand beyond its Pacific Northwest operations. The firm expects Northwest Natural Gas to achieve increased earnings per share growth of 4%-6%, and potentially 5%-7%, but believes the stock's current valuation already reflects this enhanced opportunity. Despite the "Hold" rating due to valuation, an InvestingPro Tip highlighted the company's 55-year dividend increase streak, offering a 3.61% yield, appealing to income-focused investors.
TD Cowen initiates Northwest Natural Gas stock with hold rating By Investing.com
TD Cowen initiated coverage on Northwest Natural Gas (NYSE:NWN) with a Hold rating and a price target of $58.00, citing the company's transformation strategy to expand beyond the Pacific Northwest into water and Texas gas utilities. While the firm expects increased earnings per share growth, it believes the current valuation already accounts for this potential re-rating. Despite the "Hold" rating, the company's 55-year dividend increase streak makes it attractive to income-focused investors.
TD Cowen initiates Northwest Natural Gas stock with hold rating
TD Cowen initiated coverage on Northwest Natural Gas (NYSE:NWN) with a Hold rating and a price target of $58.00, noting the company's transformation strategy to expand beyond the Pacific Northwest. While earnings per share growth is expected to increase, TD Cowen believes the current valuation already accounts for this potential. Northwest Natural Gas has also consistently raised its dividend for 55 years, appealing to income investors.
Northwest Natural Holding stock (US66765R1023): Why its regulated utility model matters more now for steady income investors
Northwest Natural Holding (NWN) offers a defensive investment opportunity due to its regulated natural gas utility model, providing predictable cash flows and a consistent dividend history. The company leverages population growth in the Pacific Northwest and invests in infrastructure modernization, including renewable natural gas projects, while navigating regulatory oversight and interest rate fluctuations. Its stability, dividend yield, and strategic focus on sustainability make it appealing for long-term, income-focused investors.
Northwest Natural Holding stock (US66765R1023): Why its regulated utility model matters more now for steady income investors
Northwest Natural Holding (NWN) operates as a regulated natural gas utility in the Pacific Northwest, providing stable cash flows and consistent dividends, making it appealing to income-focused investors. Its business model, which involves regulated rates and a focus on infrastructure modernization and renewable natural gas, positions it as a defensive play less exposed to market volatility. The company benefits from regional population growth, responsible asset management, and a strong dividend history, offering a reliable income stream amidst market fluctuations.
NW Natural Holdings Schedules Earnings Release and Conference Call for Wednesday, May 6
NW Natural Holdings will issue its first-quarter 2026 earnings release and host an analyst conference call and webcast on Wednesday, May 6, 2026, at 8 a.m. Pacific Time. The event will review results and can be accessed via their corporate website or by phone. A replay of the conference call will be available on the company's website for one year.
Northwest Natural declares 49.25 cent quarterly dividend
Northwest Natural Holding Company (NYSE:NWN) announced a quarterly dividend of 49.25 cents per share, payable on May 15, 2026, to shareholders of record as of April 30, 2026. This results in an indicated annual dividend rate of $1.97 per share for the company, which provides natural gas and water services to nearly one million customers across seven states. The announcement follows recent news of the company meeting Q4 2025 EPS expectations but missing revenue forecasts, while analyst Stifel raised its price target to $58 with a Buy rating.
NW Natural Holdings Schedules Earnings Release and Conference Call for Wednesday, May 6
NW Natural Holdings (NYSE: NWN) announced it will release its first-quarter 2026 earnings and host a conference call and webcast on Wednesday, May 6, 2026, at 8 a.m. Pacific Time. The company, headquartered in Portland, Oregon, provides natural gas and water services to nearly one million customers across seven states. Investors and media can find more information and contact details on the company's corporate website.
Northwest Natural declares 49.25 cent quarterly dividend By Investing.com
Northwest Natural Holding Company (NYSE:NWN) announced a quarterly dividend of 49.25 cents per share, payable on May 15, 2026, to shareholders of record as of April 30, 2026. The company, which provides natural gas and water services to nearly one million customers across seven states, recently met EPS expectations for Q4 2025 but missed revenue forecasts. Stifel raised its price target for Northwest Natural Gas from $52 to $58, maintaining a Buy rating.
Northwest Natural Holding's Seven-Decade Dividend Record: The Significance of the $0.4925 Distribution for Long-Term Shareholders
Northwest Natural Holding has an extraordinary 70-year record of uninterrupted dividend growth, a testament to its financial soundness and resilient business model. The company's recent quarterly dividend of $0.4925 per share, yielding 4.20%, highlights its consistent cash flow generation and commitment to rewarding shareholders. This steady and predictable dividend history appeals to long-term investors seeking reliable, sustainable growth.
