NorthWestern Energy (NWE)

• Market cap: $3.38B
• 1 day: 0.62%
• 5 days: 1.30%
• 1 month: -2.13%
• 3 months: 4.27%
• 6 months: 6.42%
• Year to date: 7.88%
• 1 year: 9.01%
• 5 years: -20.42%
• 10 years: 5.93%
• Sector: Utilities
• Industry: Electric & Other Services Combined

About: NorthWestern Energy Group Inc provides electricity and natural gas services in the Upper Midwest and Northwest of the U.S. in the states of Montana, South Dakota, Nebraska, and Yellowstone National Park. The company's primary segments include Electric utility operations, which include the generation, purchase, transmission, and distribution of electricity, and Natural Gas utility operations, which include the production, purchase, transmission, storage, and distribution of natural gas. The company uses thermal, wind, hydro, or renewable energy in varying quantities, depending on the location of the facilities, to generate power. The company derives the majority of revenue from Electric utility operations segment.

Employees: 1,573

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

1,085% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $114K

12% more capital invested

Capital invested by funds: $2.97B [Q2] → $3.32B (+$351M) [Q3]

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

1% more funds holding

Funds holding: 294 [Q2] → 298 (+4) [Q3]

2% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 109

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

1.99% less ownership

Funds ownership: 96.66% [Q2] → 94.68% (-1.99%) [Q3]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $56 1% upside
• Avg. target: $61 10% upside
• High target: $65 18% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

JP Morgan Jeremy Tonet 69% 1-year accuracy 20 / 29 met price target	9% upside $60	Neutral Maintained	21 Oct 2024
Wells Fargo Jonathan Reeder 50% 1-year accuracy 5 / 10 met price target	11% upside $61	Overweight Maintained	16 Oct 2024
Mizuho Anthony Crowdell 66% 1-year accuracy 21 / 32 met price target	1% upside $56	Neutral Maintained	9 Oct 2024
B of A Securities Ross Fowler 75% 1-year accuracy 12 / 16 met price target	18% upside $65	Buy Reinstated	12 Sept 2024