Southwest Gas (SWX)

• Market cap: $5.14B
• 1 day: -0.35%
• 5 days: -2.27%
• 1 month: -5.63%
• 3 months: 1.76%
• 6 months: -2.75%
• Year to date: 1.76%
• 1 year: -5.33%
• 5 years: 9.39%
• 10 years: 21.87%
• Sector: Utilities
• Industry: Natural Gas Transmission & Distribution

Fund manager confidence

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

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

4% more funds holding

Funds holding: 295 [Q3] → 307 (+12) [Q4]

0.76% more ownership

Funds ownership: 90.58% [Q3] → 91.33% (+0.76%) [Q4]

3% less capital invested

Capital invested by funds: $4.78B [Q3] → $4.63B (-$148M) [Q4]

8% less call options, than puts

Call options by funds: $735K | Put options by funds: $799K

29% less funds holding in top 10

Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]

Research analyst outlook

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

• Low target: $72 1% upside
• Avg. target: $72 1% upside
• High target: $72 1% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

JP Morgan Richard Sunderland 86% 1-year accuracy 6 / 7 met price target

1% upside $72

Neutral Maintained

28 Jan 2025