NWN

Northwest Natural Holding Co

NYSE · Natural Gas Distribution · Inc. OR · CIK 0001733998
$50.21 +1.09% $2.1B
Insider Buying Cluster (2 insiders)High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$2.1B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders8 funds
Inst. Value$312.4M
Inst. Activity4 buys / 1 sells
Insider Activity2B / 6S
Insider Net $-$9.7K
SEC Reports6
Exchange NYSE·Sector Natural Gas Distribution·Inc. OR·CIK 0001733998·Prev Close $49.67

Recent Activity

May 13, 2026 SEC
Two NWN insiders — CEO Justin Palfreyman and Director Peter Bragdon — made open-market purchases totaling ~$80K over a 7
CLUSTER — Impact 4/10
May 13, 2026 short_interest
FTD: NWN — 11,785 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $50.16, FTD Value: $591,135.6, NORTHWEST NAT HLDG CO COM (OR)
May 12, 2026 Insider
Bragdon Peter J bought 400 shares
Director @ $50.32 ($20.1K)
May 7, 2026 Insider
Palfreyman Justin bought 1,225 shares
President & CEO @ $48.75 ($59.7K)
May 7, 2026 Insider
Bragdon Peter J sold 1,151.675 shares
Director @ $50.19 ($57.8K)
Mar 24, 2026 SEC
Northwest Natural Gas Company reached a settlement with regulators and other parties in its Washington state rate case,
8-K — Impact 4/10
Mar 9, 2026 SEC
A cluster of insider transactions at Northwest Natural Holding Co (NWN) over a single day consists overwhelmingly of tax
CLUSTER — Impact 2/10
Inst.
MORGAN STANLEY — ADD
913,961 shares ($42.7M)

Price Targets

$57.50 +14.5% upside Buy
Current $50.21 Low $50.00 Median $58.00 High $61.00 6 analysts
$50.00 $61.00

Analyst Ratings

Hold55% buy · 11 analysts
4Strong Buy
2Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Wells Fargo INITIATE Underweight
Apr 17, 2026 TD Cowen INITIATE Hold
Mar 5, 2026 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 ▲ +11.6% $-0.21 — $0.03 -660% YoY 5
Next Q $-0.85 ▲ +7.4% $-1.12 — $-0.72 -16% YoY 5
Current FY $3.06 $3.04 — $3.08 4% YoY 6
Next FY $3.23 $3.20 — $3.27 6% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$220.0M
MORGAN STANLEY$42.7MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$27.9MNEW
BANK OF AMERICA CORP$11.3M
WELLS FARGO & COMPANY/MN$4.5MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Bragdon PeterBUY$20.1K
May 7, 2026Palfreyman JustinBUY$59.7K
May 7, 2026Bragdon PeterI$57.8K
May 7, 2026McDonough SandraI$12.6K
May 7, 2026Ludford MaryI$25.7K
8 institutional holders with $312.4M total value (6,682,803 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,706,007$220.0M70.4%
2MORGAN STANLEY913,961$42.7M13.7%ADD +28.6%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC596,334$27.9M8.9%NEW
4BANK OF AMERICA CORP /DE/242,494$11.3M3.6%
5WELLS FARGO & COMPANY/MN95,565$4.5M1.4%DOUBLED +105.4%
6TWO SIGMA INVESTMENTS, LP58,068$2.7M0.9%ADD +65.4%
7NORGES BANK36,000$1.7M0.5%NEW
8FMR LLC34,374$1.6M0.5%ADD +29.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD710,630913,961+28.6%$42.7M2025-Q4
TWO SIGMA INVESTMENTS, LPADD35,10458,068+65.4%$2.7M2025-Q4
NORGES BANKNEW36,000$1.7M2025-Q4
FMR LLCADD26,56934,374+29.4%$1.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT66,9000-100.0%$0.002025-Q4
WELLS FARGO & COMPANY/MNDOUBLED40,10182,358+105.4%$3.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD43,70066,900+53.1%$3.0M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM68,51435,104-48.8%$1.6M2025-Q3
FMR LLCADD13,44426,569+97.6%$1.2M2025-Q3
NORGES BANKEXIT36,0380-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPNEW68,514$2.7M2025-Q2
UBS Group AGTRIM111,83165,931-41.0%$2.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD23,00043,700+90.0%$1.7M2025-Q2
NORGES BANKNEW36,038$1.4M2025-Q2
FMR LLCDOUBLED1,85813,444+623.6%$534.0K2025-Q2
UBS Group AGADD60,641111,831+84.4%$4.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD11,80023,000+94.9%$982.6K2025-Q1
NORGES BANKEXIT111,0220-100.0%$0.002025-Q1
NORGES BANKDOUBLED38,260111,022+190.2%$4.4M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT440,68154,383-87.7%$2.2M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT153,40011,800-92.3%$466.8K2024-Q4
MORGAN STANLEYADD626,804820,049+30.8%$33.5M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW568,991$23.2M2024-Q3
17 unique insiders with 8 transactions. Net insider value: -$9.7K ($79.8K bought, $89.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Bragdon Peter JDirectorBUY400$50.32$20.1K
May 7, 2026Palfreyman JustinPresident & CEOBUY1,225$48.75$59.7K
May 7, 2026Bragdon Peter JDirectorI1,151.675$50.19$57.8K
May 7, 2026McDonough SandraDirectorI250.475$50.19$12.6K
May 7, 2026Ludford Mary EDirectorI512.847$50.19$25.7K
May 7, 2026Lee KarenDirectorI1,014.422$50.19$50.9K
Mar 23, 2026Weber David A.VP, Gas SupplySELL1,700$52.57$89.4K
Mar 5, 2026Fellon BrianVP, CIO & CISOF175$52.53$9.2K
Mar 5, 2026ANDERSON DAVID HUGODirectorF3,747$52.53$196.8K
Mar 5, 2026Palfreyman JustinPresident & CEOF3,909$52.53$205.3K
Mar 5, 2026RUSH KIMBERLY HEITINGPresidentF1,871$52.53$98.3K
Mar 5, 2026Berge Megan HSVP, GC, CCO & Corp. Sec.F1,485$52.53$78.0K
Mar 5, 2026Kravitz Zachary DVP, Regulatory Affairs andF207$52.53$10.9K
Mar 5, 2026Kravitz Zachary DVP, Regulatory Affairs andSELL0.531$52.53$27.89
Mar 5, 2026Williams Kathryn MVP, Chief PA & SustainabilityF533$52.53$28.0K
Mar 5, 2026Saathoff MardiLynChief Legal Officer & SVP, RegF2,095$52.53$110.1K
Mar 5, 2026Kaszuba Raymond J IIISVP & Chief Financial OfficerF802$52.53$42.1K
Mar 5, 2026Rogers Melinda B.VP, Chief HR andF531$52.53$27.9K
Mar 5, 2026Rogers Melinda B.VP, Chief HR andSELL0.13$52.53$6.83
Mar 5, 2026RUSH KIMBERLY HEITINGPresidentSELL0.785$52.53$41.24
Mar 5, 2026Karney Joseph SVP, Eng. & Utility OperationsF136$52.53$7.1K
Mar 5, 2026Karney Joseph SVP, Eng. & Utility OperationsSELL0.574$52.53$30.15
Mar 5, 2026Weber David A.VP, Gas SupplyF546$52.53$28.7K
Mar 5, 2026Weber David A.VP, Gas SupplySELL0.604$52.53$31.73
Mar 5, 2026WILSON BRODY JVP, Treas, Controller & CAOF546$52.53$28.7K
Mar 2, 2026Ludford Mary EDirectorI491.222$52.59$25.8K
Mar 2, 2026Bragdon Peter JDirectorI1,099.369$52.59$57.8K
Mar 2, 2026McDonough SandraDirectorI239.913$52.59$12.6K
Feb 25, 2026Kravitz Zachary DVP, Regulatory Affairs andA285$0.00$0.00
Feb 25, 2026Saathoff MardiLynChief Legal Officer & SVP, RegA4,229$0.00$0.00
Feb 25, 2026Williams Kathryn MVP, Chief PA & SustainabilityA1,177$0.00$0.00
Feb 25, 2026Fellon BrianVP, CIO & CISOA368$0.00$0.00
Feb 25, 2026Rogers Melinda B.VP, Chief HR andA513$0.00$0.00
Feb 25, 2026ANDERSON DAVID HUGODirectorA8,961$0.00$0.00
Feb 25, 2026Kaszuba Raymond J IIISVP & Chief Financial OfficerA1,689$0.00$0.00
Feb 25, 2026Berge Megan HSVP, GC, CCO & Corp. Sec.A1,029$0.00$0.00
Feb 25, 2026RUSH KIMBERLY HEITINGPresidentA3,677$0.00$0.00
Feb 25, 2026Weber David A.VP, Gas SupplyA1,104$0.00$0.00
Feb 25, 2026WILSON BRODY JVP, Treas, Controller & CAOA1,104$0.00$0.00
Feb 25, 2026Palfreyman JustinPresident & CEOA8,059$0.00$0.00
Feb 25, 2026Karney Joseph SVP, Eng. & Utility OperationsA231$0.00$0.00

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: 4 strong buy, 2 buy, 4 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$57.50 mean target +14.5% upside Buy (3.00)
$50.00 Low $61.00 High
MetricValue
Current Price$50.21
Target Low$50.00
Target Mean$57.50
Target Median$58.00
Target High$61.00
# Analysts6
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.06 $-0.21 $0.03 -660.0% +11.6% 0↑ 1↓ $0.3B 15.2% 5
Next Q
2026-09-30
$-0.85 $-1.12 $-0.72 -15.9% +7.4% 0↑ 1↓ $0.2B 10.9% 5
Current FY
2026-12-31
$3.06 $3.04 $3.08 4.3% +0.2% $1.4B 9.3% 6
Next FY
2027-12-31
$3.23 $3.20 $3.27 5.6% -0.3% 0↑ 1↓ $1.5B 4.0% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.056
7d ago$-0.063+0.007
30d ago$-0.063+0.007
60d ago$-0.063+0.007
90d ago$0.050-0.106
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Wells Fargo INITIATE Underweight
Apr 17, 2026 TD Cowen INITIATE Hold
Mar 5, 2026 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264241055%
May 1, 20264240060%
Apr 1, 20264220075%
Mar 1, 20264220075%
Feb 1, 20265220078%
Jan 1, 20265220078%
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.

May 13, 2026
short_interest
FTD: NWN — 11,785 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $50.16, FTD Value: $591,135.6, NORTHWEST NAT HLDG CO COM (OR)
May 6, 2026
earnings_calendar
NWN Q1 2026 Earnings Scheduled — 2026-05-06
Mar 6, 2026
short_interest
FTD: NWN — 378,281 shares ($19.7M) failed to deliver
Settlement: 20260306, Price: $52.06, FTD Value: $19,693,308.86, NORTHWEST NAT HLDG CO COM (OR)
Feb 27, 2026
earnings_calendar
NWN Q4 2025 Earnings After Market Close — 2026-02-27