NWE
NorthWestern Energy Group, Inc.
$71.05
+2.29%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$2.5B
Inst. Activity11 buys / 9 sells
SEC Reports5
Recent Activity
Jun 2, 2026
SEC
NorthWestern Corporation (wholly owned subsidiary of NWE) entered into a $225 million secured term loan credit agreement
8-K — Impact 4/10
Jun 2, 2026
SEC
NorthWestern Energy filed an 8-K furnishing an investor presentation that affirms 2026 non-GAAP EPS guidance of $3.68-$3
8-K — Impact 4/10
May 18, 2026
SEC
NorthWestern Energy Group, Inc. (NWE) furnished an investor presentation at the AGA Financial Conference on May 18, 2026
8-K — Impact 4/10
May 11, 2026
Insider
HORSFALL JAN ROBERT was granted 569 shares
Director @ $65.94 ($37.5K)
May 11, 2026
Insider
Yingling Jeffrey W. was granted 569 shares
Director @ $65.94 ($37.5K)
Apr 7, 2026
Insider
YAZDI MAHVASH was granted 569 shares
Director @ $65.94 ($37.5K)
Inst.
FMR LLC — TRIM
768,628 shares ($50.7M)
Inst.
Hudson Bay Capital Management — ADD
625,009 shares ($41.2M)
Price Targets
$71.42
+0.5% upside
Hold
Current $71.05
Low $54.00
Median $74.00
High $78.50
6 analysts
$54.00
$78.50
Analyst Ratings
3Strong Buy
3Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 21, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 21, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 1, 2026 | Ladenburg Thalmann | UPGRADE | Neutral → Buy |
| Feb 13, 2026 | Wells Fargo | MAINTAIN | Underweight → Underweight |
| Feb 13, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.53 ▲ +26.0% | $0.44 — $0.66 | 33% YoY | 6 |
| Next Q | $0.80 ▲ +15.0% | $0.74 — $0.94 | 1% YoY | 6 |
| Current FY | $3.73 ▼ -1.3% | $3.59 — $3.76 | 4% YoY | 8 |
| Next FY | $3.97 | $3.94 — $4.03 | 6% YoY | 8 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $546.1M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $230.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $183.5M | — |
| STATE STREET CORP | $154.0M | — |
| FRANKLIN RESOURCES INC | $107.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 11, 2026 | HORSFALL JAN | A | $37.5K |
| May 11, 2026 | Yingling Jeffrey | A | $37.5K |
| Apr 7, 2026 | YAZDI MAHVASH | A | $37.5K |
| Apr 7, 2026 | Sullivan Linda | A | $55.0K |
| Apr 7, 2026 | Larson Kent | A | $37.5K |
50 institutional holders with $2.5B total value (38,382,284 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 11 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,281,530 | $546.1M | 21.6% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,489,737 | $230.1M | 9.1% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,782,707 | $183.5M | 7.3% | — |
| 4 | STATE STREET CORP | 2,335,081 | $154.0M | 6.1% | — |
| 5 | FRANKLIN RESOURCES INC | 1,621,967 | $107.0M | 4.2% | — |
| 6 | GOLDMAN SACHS GROUP INC | 1,350,902 | $89.1M | 3.5% | — |
| 7 | Neuberger Berman Group LLC | 1,274,526 | $84.0M | 3.3% | — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1,023,230 | $67.5M | 2.7% | — |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | 910,560 | $60.0M | 2.4% | DOUBLED +5851.3% |
| 10 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 887,975 | $58.6M | 2.3% | — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 811,675 | $53.5M | 2.1% | — |
| 12 | BANK OF AMERICA CORP /DE/ | 803,467 | $53.0M | 2.1% | — |
| 13 | ALLIANCEBERNSTEIN L.P. | 816,313 | $52.7M | 2.1% | NEW |
| 14 | MORGAN STANLEY | 773,201 | $51.0M | 2.0% | — |
| 15 | FMR LLC | 768,628 | $50.7M | 2.0% | TRIM -31.7% |
| 16 | CITIGROUP INC | 738,638 | $48.7M | 1.9% | — |
| 17 | FIRST TRUST ADVISORS LP | 629,994 | $41.5M | 1.6% | — |
| 18 | Hudson Bay Capital Management LP | 625,009 | $41.2M | 1.6% | ADD +25.1% |
| 19 | GABELLI FUNDS LLC | 548,700 | $36.2M | 1.4% | — |
| 20 | Grantham, Mayo, Van Otterloo & Co. LLC | 546,033 | $36.0M | 1.4% | DOUBLED +723.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 1,124,935 | 768,628 | -31.7% | $50.7M | 2026-Q1 |
| Hudson Bay Capital Management LP | ADD | 499,509 | 625,009 | +25.1% | $41.2M | 2026-Q1 |
| Invesco Ltd. | TRIM | 584,723 | 353,961 | -39.5% | $23.3M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 210,218 | 317,712 | +51.1% | $20.9M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 812,500 | 276,004 | -66.0% | $18.2M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 33,621 | 225,250 | +570.0% | $14.9M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 4,434 | 216,139 | +4774.6% | $14.3M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 225,467 | 97,642 | -56.7% | $6.4M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 20,879 | 91,118 | +336.4% | $6.0M | 2026-Q1 |
| Cerity Partners LLC | ADD | 57,399 | 85,365 | +48.7% | $5.6M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 58,904 | 76,104 | +29.2% | $5.0M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 132,400 | 68,300 | -48.4% | $4.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 578 | 67,928 | +11652.2% | $4.5M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 41,999 | 56,426 | +34.4% | $3.7M | 2026-Q1 |
| Mariner, LLC | TRIM | 32,290 | 19,690 | -39.0% | $1.3M | 2026-Q1 |
| LMR Partners LLP | ADD | 8,893 | 15,852 | +78.3% | $1.0M | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 22,423 | 10,838 | -51.7% | $714.7K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 4,881 | 10,806 | +121.4% | $712.5K | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 1,280 | 838 | -34.5% | $55.3K | 2026-Q1 |
| NORGES BANK | EXIT | 778,958 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 16,902 | 1,005,886 | +5851.3% | $64.9M | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 812,500 | — | $52.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 778,958 | — | $50.3M | 2025-Q4 |
| ALLIANCEBERNSTEIN L.P. | NEW | — | 776,126 | — | $50.1M | 2025-Q4 |
| Invesco Ltd. | TRIM | 817,838 | 584,723 | -28.5% | $37.7M | 2025-Q4 |
18 unique insiders with 26 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 11, 2026 | HORSFALL JAN ROBERT | Director | AWARD | 569 | $65.94 | $37.5K |
| May 11, 2026 | Yingling Jeffrey W. | Director | AWARD | 569 | $65.94 | $37.5K |
| Apr 7, 2026 | YAZDI MAHVASH | Director | AWARD | 569 | $65.94 | $37.5K |
| Apr 7, 2026 | Sullivan Linda G | Director | AWARD | 834 | $65.94 | $55.0K |
| Apr 7, 2026 | Larson Kent T | Director | AWARD | 569 | $65.94 | $37.5K |
| Apr 7, 2026 | Ide Britt E | Director | AWARD | 569 | $65.94 | $37.5K |
| Apr 7, 2026 | Goodin David L | Director | AWARD | 569 | $65.94 | $37.5K |
| Apr 7, 2026 | Edwards Sherina M. | Director | AWARD | 569 | $65.94 | $37.5K |
| Mar 3, 2026 | Hines John D | VP - Energy Supply & MT Gov | AWARD | 1,354 | $68.45 | $92.7K |
| Feb 27, 2026 | Heim Shannon | VP and General Counsel | AWARD | 2,818 | $68.45 | $192.9K |
| Feb 27, 2026 | Merkel Jason | VP - Distribution | AWARD | 1,331 | $68.45 | $91.1K |
| Feb 27, 2026 | Vold Jeanne | VP - Technology | AWARD | 1,679 | $68.45 | $114.9K |
| Feb 27, 2026 | Berzina Jeffrey B. | Controller | AWARD | 938 | $68.45 | $64.2K |
| Feb 27, 2026 | Cashell Michael R | VP - Transmission | AWARD | 2,453 | $68.45 | $167.9K |
| Feb 27, 2026 | Lail Crystal Dawn | VP and CFO | AWARD | 6,186 | $68.45 | $423.4K |
| Feb 27, 2026 | Schroeppel Bobbi L | VP - HR, Cust Care, Corp Comm | AWARD | 2,464 | $68.45 | $168.7K |
| Feb 27, 2026 | BIRD BRIAN B | President and CEO | AWARD | 20,864 | $68.45 | $1.4M |
| Feb 27, 2026 | LaFave Bleau | VP - Bus Dvlpmt & Asset Mgmt | AWARD | 671 | $68.45 | $45.9K |
| Feb 24, 2026 | Heim Shannon | VP and General Counsel | AWARD | 148 | $68.45 | $10.1K |
| Feb 24, 2026 | Hines John D | VP - Energy Supply & MT Gov | AWARD | 2,474 | $68.45 | $169.3K |
| Feb 24, 2026 | Lail Crystal Dawn | VP and CFO | AWARD | 1,260 | $68.45 | $86.2K |
| Feb 24, 2026 | Cashell Michael R | VP - Transmission | AWARD | 1,329 | $68.45 | $91.0K |
| Feb 24, 2026 | Schroeppel Bobbi L | VP - HR, Cust Care, Corp Comm | AWARD | 1,335 | $68.45 | $91.4K |
| Feb 24, 2026 | BIRD BRIAN B | President and CEO | AWARD | 2,587 | $68.45 | $177.1K |
| Feb 3, 2026 | Yingling Jeffrey W. | Director | AWARD | 581 | $64.54 | $37.5K |
| Feb 3, 2026 | HORSFALL JAN ROBERT | Director | AWARD | 581 | $64.54 | $37.5K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.8/10.
NEUTRAL
8-K
4/10
NorthWestern Corporation (wholly owned subsidiary of NWE) entered into a $225 million secured term l
Jun 2, 2026
NEUTRAL
8-K
4/10
NorthWestern Energy filed an 8-K furnishing an investor presentation that affirms 2026 non-GAAP EPS
Jun 2, 2026
NEUTRAL
8-K
4/10
NorthWestern Energy Group, Inc. (NWE) furnished an investor presentation at the AGA Financial Confer
May 18, 2026
MIXED
8-K
5/10
NorthWestern Energy reported Q1 2026 GAAP EPS of $1.03 (down 17.6% YoY) but adjusted non-GAAP EPS of
Apr 30, 2026
BULLISH
8-K
7/10
NorthWestern Energy shareholders approved the all-stock merger with Black Hills Corp., a significant
Apr 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (55% buy). Based on 11 analysts: 3 strong buy, 3 buy, 4 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$71.42 mean target
+0.5% upside
Hold (2.57)
$54.00 Low
$78.50 High
| Metric | Value |
|---|---|
| Current Price | $71.05 |
| Target Low | $54.00 |
| Target Mean | $71.42 |
| Target Median | $74.00 |
| Target High | $78.50 |
| # Analysts | 6 |
| Recommendation | Hold (2.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.53 | $0.44 | $0.66 | 33.2% | +26.0% | 3↑ 0↓ | $0.4B | 11.5% | 6 |
| Next Q 2026-09-30 |
$0.80 | $0.74 | $0.94 | 1.1% | +15.0% | 3↑ 0↓ | $0.4B | 8.6% | 6 |
| Current FY 2026-12-31 |
$3.73 | $3.59 | $3.76 | 4.3% | -1.3% | 0↑ 3↓ | $1.7B | 8.2% | 8 |
| Next FY 2027-12-31 |
$3.97 | $3.94 | $4.03 | 6.3% | -0.3% | 1↑ 1↓ | $1.8B | 4.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.533 | |
| 7d ago | $0.517 | +0.016 |
| 30d ago | $0.423 | +0.110 |
| 60d ago | $0.423 | +0.110 |
| 90d ago | $0.423 | +0.110 |
5 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 21, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 21, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 1, 2026 | Ladenburg Thalmann | UPGRADE | Neutral | Buy |
| Feb 13, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Feb 13, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Jan 22, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 20, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 3 | 4 | 1 | 0 | 55% | |
| May 1, 2026 | 3 | 3 | 4 | 1 | 0 | 55% | |
| Apr 1, 2026 | 2 | 3 | 4 | 1 | 0 | 50% | |
| Mar 1, 2026 | 2 | 3 | 4 | 1 | 0 | 50% | |
| Feb 1, 2026 | 2 | 3 | 4 | 1 | 0 | 50% | |
| Jan 1, 2026 | 2 | 3 | 6 | 0 | 0 | 45% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 23, 2026
earnings_calendar
NWE Q1 2026 Earnings Scheduled — 2026-04-23