SWX
Southwest Gas Holdings, Inc.
$89.66
+0.70%
$6.4B
No data for this timeframe.
Vol
Market Cap$6.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders10 funds
Inst. Value$1.6B
Inst. Activity3 buys / 1 sells
SEC Reports3
Exchange NYSE·Sector Natural Gas Transmisison & Distribution·Inc. DE·CIK 0001692115·Prev Close $89.04
Recent Activity
May 7, 2026
Insider
Kim Leezie sold 1,196.37 shares
Director @ $0.00 ($0.00)
May 7, 2026
Insider
Carson Molly R. sold 1,196.37 shares
Director @ $0.00 ($0.00)
May 5, 2026
SEC
Southwest Gas Holdings reported Q1 2026 EPS from continuing operations of $1.91, slightly above the $1.86 reported in Q1
8-K — Impact 4/10
May 5, 2026
earnings_calendar
SWX Q1 2026 Earnings Scheduled — 2026-05-05
Mar 23, 2026
SEC
Southwest Gas Holdings, Inc. filed a Definitive Additional Materials (DEFA14A) related to a shareholder vote. The filing
DEFA14A — Impact 2/10
Feb 27, 2026
Insider
Timperley Amy L. sold 1,182.367 shares
SVP/Chief Reg. & Public Aff. @ $80.02 ($94.6K)
Feb 25, 2026
SEC
Southwest Gas Holdings reported strong 2025 financial results, with adjusted net income of $284M exceeding guidance and
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
836,418 shares ($66.9M)
Price Targets
$100.00
+11.5% upside
Buy
Current $89.66
Low $94.00
Median $99.00
High $107.00
8 analysts
$94.00
$107.00
Analyst Ratings
7Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Wells Fargo | INITIATE | Overweight |
| May 7, 2026 | JP Morgan | UPGRADE | Neutral → Overweight |
| May 6, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Jan 15, 2026 | Citigroup | UPGRADE | Neutral → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▼ -13.1% | $0.42 — $0.54 | -12% YoY | 3 |
| Next Q | $0.13 ▼ -21.0% | $0.11 — $0.16 | 111% YoY | 3 |
| Current FY | $4.26 ▲ +1.5% | $4.20 — $4.32 | 17% YoY | 6 |
| Next FY | $4.89 ▼ -2.5% | $4.50 — $5.09 | 15% YoY | 8 |
Latest Reports
NEUTRAL
8-K
4/10
Southwest Gas Holdings reported Q1 2026 EPS from continuing operations of $1.91, slightly above the $1.86 reported in Q1
May 5, 2026
NEUTRAL
DEFA14A
2/10
Southwest Gas Holdings, Inc. filed a Definitive Additional Materials (DEFA14A) related to a shareholder vote. The filing
Mar 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $561.1M | — |
| FMR LLC | $452.1M | ADD |
| Corvex Management LP | $402.5M | EXIT |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $71.4M | NEW |
| NORGES BANK | $66.9M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 7, 2026 | Kim Leezie | A | $0.00 |
| May 7, 2026 | Carson Molly | A | $0.00 |
| Feb 27, 2026 | Timperley Amy | F | $94.6K |
| Feb 27, 2026 | Williams Julie | F | $277.9K |
| Feb 27, 2026 | Brown Justin | F | $281.1K |
10 institutional holders with $1.6B total value (20,384,714 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, Corvex. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,011,420 | $561.1M | 34.4% | — |
| 2 | FMR LLC | 5,649,915 | $452.1M | 27.7% | ADD +33.8% |
| 3 | Corvex Management LP | 5,030,556 | $402.5M | 24.7% | EXIT -100.0% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 892,061 | $71.4M | 4.4% | NEW |
| 5 | NORGES BANK | 836,418 | $66.9M | 4.1% | NEW |
| 6 | MORGAN STANLEY | 458,601 | $36.7M | 2.2% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 255,464 | $20.4M | 1.3% | ADD +33.4% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 120,400 | $9.6M | 0.6% | TRIM -41.6% |
| 9 | WELLS FARGO & COMPANY/MN | 117,306 | $9.4M | 0.6% | ADD +27.0% |
| 10 | TWO SIGMA INVESTMENTS, LP | 12,573 | $1.0M | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 836,418 | — | $66.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 206,300 | 120,400 | -41.6% | $9.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 92,349 | 117,306 | +27.0% | $9.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 12,573 | — | $1.0M | 2025-Q4 |
| FMR LLC | ADD | 3,587,014 | 4,799,460 | +33.8% | $376.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 95,800 | 206,300 | +115.3% | $16.2M | 2025-Q3 |
| NORGES BANK | EXIT | 851,434 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 851,434 | — | $63.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 225,987 | 301,427 | +33.4% | $22.4M | 2025-Q2 |
| UBS Group AG | DOUBLED | 122,379 | 251,958 | +105.9% | $18.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 16,300 | 95,800 | +487.7% | $7.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 66,343 | 84,587 | +27.5% | $6.3M | 2025-Q2 |
| UBS Group AG | TRIM | 212,490 | 122,379 | -42.4% | $8.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 16,300 | — | $1.2M | 2025-Q1 |
| NORGES BANK | EXIT | 721,413 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 61,680 | 275,687 | +347.0% | $19.5M | 2024-Q4 |
| UBS Group AG | DOUBLED | 102,063 | 212,490 | +108.2% | $15.0M | 2024-Q4 |
| Corvex Management LP | EXIT | 4,769,098 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 977,810 | — | $72.1M | 2024-Q3 |
19 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | Kim Leezie | Director | A | 1,196.37 | $0.00 | $0.00 |
| May 7, 2026 | Carson Molly R. | Director | A | 1,196.37 | $0.00 | $0.00 |
| Feb 27, 2026 | Timperley Amy L. | SVP/Chief Reg. & Public Aff. | F | 1,182.367 | $80.02 | $94.6K |
| Feb 27, 2026 | Williams Julie M. | SVP/Cont. Improvement and Opt. | F | 3,472.571 | $80.02 | $277.9K |
| Feb 27, 2026 | Brown Justin L | President/Southwest Gas Corp. | F | 3,208.776 | $87.60 | $281.1K |
| Feb 27, 2026 | Gabe Randall P. | SVP/Chief Administrative OFC | F | 2,171.878 | $80.02 | $173.8K |
| Feb 27, 2026 | Haller Karen S | President and CEO | F | 13,105.277 | $80.02 | $1.0M |
| Feb 27, 2026 | Mazzeo Catherine M | SVP/Chief Legal/Comp. Officer | F | 543.737 | $80.02 | $43.5K |
| Feb 27, 2026 | Forsberg Justin S | SVP/Chief Financial Officer | F | 519.918 | $80.02 | $41.6K |
| Feb 22, 2026 | Brown Justin L | President/Southwest Gas Corp. | A | 8,427.292 | $0.00 | $0.00 |
| Feb 19, 2026 | Evans Andrew W | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Timperley Amy L. | SVP/Chief Reg. & Public Aff. | A | 2,823.991 | $0.00 | $0.00 |
| Feb 19, 2026 | Lewis-Raymond Jane | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Gabe Randall P. | SVP/Chief Administrative OFC | A | 2,340.236 | $0.00 | $0.00 |
| Feb 19, 2026 | Ruisanchez Carlos | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Sandoval Brian E | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Williams Julie M. | SVP/Cont. Improvement and Opt. | A | 2,993.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Thornton Leslie T | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Forsberg Justin S | SVP/Chief Financial Officer | A | 3,570.154 | $0.00 | $0.00 |
| Feb 19, 2026 | Sharma Ruby | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Mazzeo Catherine M | SVP/Chief Legal/Comp. Officer | A | 3,964.655 | $0.00 | $0.00 |
| Feb 19, 2026 | Haller Karen S | President and CEO | A | 16,755.921 | $0.00 | $0.00 |
| Feb 19, 2026 | CONLEY E RENAE | Director | A | 2,588.361 | $0.00 | $0.00 |
| Feb 19, 2026 | Brown Justin L | President/Southwest Gas Corp. | A | 5,544.21 | $0.00 | $0.00 |
| Feb 19, 2026 | MARIUCCI ANNE L | Director | A | 1,725.574 | $0.00 | $0.00 |
| Feb 19, 2026 | Pineda Fabio A | VP/Controller/CAO | A | 1,213.852 | $0.00 | $0.00 |
| Feb 19, 2026 | Linginfelter Henry P | Director | A | 1,725.574 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.7/10.
NEUTRAL
8-K
4/10
Southwest Gas Holdings reported Q1 2026 EPS from continuing operations of $1.91, slightly above the
May 5, 2026
NEUTRAL
DEFA14A
2/10
Southwest Gas Holdings, Inc. filed a Definitive Additional Materials (DEFA14A) related to a sharehol
Mar 23, 2026
BULLISH
8-K
8/10
Southwest Gas Holdings reported strong 2025 financial results, with adjusted net income of $284M exc
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 7 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$100.00 mean target
+11.5% upside
Buy (1.11)
$94.00 Low
$107.00 High
| Metric | Value |
|---|---|
| Current Price | $89.66 |
| Target Low | $94.00 |
| Target Mean | $100.00 |
| Target Median | $99.00 |
| Target High | $107.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.11) |
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 |
$0.47 | $0.42 | $0.54 | -12.2% | -13.1% | 0↑ 1↓ | $0.4B | -65.0% | 3 |
| Next Q 2026-09-30 |
$0.13 | $0.11 | $0.16 | 111.3% | -21.0% | 0↑ 1↓ | $0.4B | 12.8% | 3 |
| Current FY 2026-12-31 |
$4.26 | $4.20 | $4.32 | 16.8% | +1.5% | 2↑ 0↓ | $1.9B | -45.5% | 6 |
| Next FY 2027-12-31 |
$4.89 | $4.50 | $5.09 | 14.7% | -2.5% | 0↑ 2↓ | $2.2B | 15.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.465 | |
| 7d ago | $0.488 | -0.023 |
| 30d ago | $0.536 | -0.070 |
| 60d ago | $0.536 | -0.070 |
| 90d ago | $0.455 | +0.010 |
3 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Wells Fargo | INITIATE | — | Overweight |
| May 7, 2026 | JP Morgan | UPGRADE | Neutral | Overweight |
| May 6, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | Citigroup | UPGRADE | Neutral | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 6 | 3 | 3 | 0 | 0 | 75% |
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 5, 2026
earnings_calendar
SWX Q1 2026 Earnings Scheduled — 2026-05-05
Feb 25, 2026
earnings_calendar
SWX Q4 2025 Earnings After Market Close — 2026-02-25