Utilities · Natural Gas Distribution · NYSE · CIK 1733998 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $49.42 · Day −2.31% · Mkt cap $2.1B · P/E (FY) 17.8× · 1Y +26.4% · Off 52W high −11.7% · Vol (1Y) 20.6% Price2023-08-21 → 2026-08-21 NWN close: $40.2 on 2023-08-21 to $49.4 on 2026-08-21. Split-adj closes · 240 of 5,310 · price returnⓘ At a glance | Short interest5.0% of sh out | | Days to cover10.0d | | 13F net flow (QoQ)−1.61% | | Top-10 13F concentration53.7% | | Next report (est.)2026-11-04 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)17.8× | | Sales (TTM)$1.29B | | Earnings (TTM)$126.0M | | ROE7.9% | | Net margin8.8% | | Debt / equity1.65× | | Total debt / EBITDA5.45× | | EPS growth 3Y2.9% | | Sales growth 3Y7.5% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+8.9% | | 1Y+26.4% | | 3Y+41.2% | | 5Y+18.6% | | 10Y+17.4% | | Since incept. (ann.)+5.0% |
Total return · from 2005-07-11ⓘ Risk | Ann. volatility (1Y)20.6% | | Ann. volatility (3Y)22.2% | | Sharpe (1Y)1.25 | | Sharpe (3Y)0.63 | | Max drawdown (1Y)−13.5% | | Max drawdown (3Y)−13.5% | | Beta (3Y vs SPY)−0.04 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 6.4M | $340M | 15.36% | −6.3% | | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $140M | 6.32% | new | | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $98M | 4.41% | new | | STATE STREET CORP | 1.6M | $85M | 3.86% | −22.5% | | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.2M | $63M | 2.86% | −14.6% | | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $55M | 2.48% | +4.3% | | MORGAN STANLEY | 831,355 | $44M | 2.00% | −9.0% | | Invesco Ltd. | 799,977 | $43M | 1.92% | +29.4% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-08-05 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-08-05 | $0.01 | — | $243.6M | +3.1% | | 2026-03-31 | 2026-05-06 | $2.33 | +6.9% | $490.4M | −0.8% | | 2025-12-31 | 2026-02-27 | $1.38 | +23.2% | $394.2M | +6.3% | | 2025-09-30 | 2025-11-05 | −$0.73 | — | $164.7M | +20.3% |
As-reported XBRL · next 2026-11-04 est.ⓘ Segment mixFY2025 (ended Dec 2025) Alternativerevenue 100% product & service · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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