Portland General Electric (POR)

• Market cap: $4.9B
• 1 day: 0.38%
• 5 days: 5.22%
• 1 month: -1.04%
• 3 months: 3.61%
• 6 months: -6.26%
• Year to date: 3.61%
• 1 year: 6.72%
• 5 years: -5.09%
• 10 years: 20.67%
• Sector: Utilities
• Industry: Electric Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

27% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 139

2% more funds holding

Funds holding: 431 [Q3] → 440 (+9) [Q4]

5% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $2.49M

3.44% less ownership

Funds ownership: 104.99% [Q3] → 101.55% (-3.44%) [Q4]

10% less capital invested

Capital invested by funds: $5.18B [Q3] → $4.67B (-$502M) [Q4]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]

Research analyst outlook

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

• Low target: $42 6% downside
• Avg. target: $47 4% upside
• High target: $51 14% upside

4 analyst ratings

• positive: 1 25%
• neutral: 3 75%
• negative: 0 0%

Barclays Nicholas Campanella 57% 1-year accuracy 43 / 75 met price target	5% upside $47	Equal-Weight Maintained	4 Mar 2025
Evercore ISI Group Michael Lonegan 75% 1-year accuracy 3 / 4 met price target	14% upside $51	Outperform Maintained	18 Feb 2025
Jefferies Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target	6% downside $42	Hold Maintained	28 Jan 2025
UBS Gregg Orrill 50% 1-year accuracy 3 / 6 met price target	5% upside $47	Neutral Downgraded	3 Jan 2025