NorthWestern Energy Group, Inc. Common Stock logo

NorthWestern Energy Group, Inc. Common Stock (NWE)

Common Stock · Currency in USD · XNAS

NorthWestern Energy Group Inc provides electricity and natural gas services in the Upper Midwest and Northwest of the U.S. in the states of Montana, South Dakota, Nebraska, and Yellowstone National Park. The company's primary segments include Electric, which includes the generation, purchase, transmission, and distribution of electricity, and Natural Gas, which includes the production, purchase, transmission, storage, and distribution of natural gas. It uses thermal, wind, hydro, or renewable energy in varying quantities, depending on the location of the facilities, to generate power. The company derives the majority of its revenue from the Electric segment.

Company Info

SIC4931
Composite FIGIBBG000Q1NMJ4
CIK0001993004
IPONov 2, 2004
Sectorelectric & other services combined

Highlights

Market Cap$4.16B
EPS$2.48
P/E Ratio27.18
Revenue$1.46B
Gross Profit$1.55B
Net Income$152.93M
Employees1,667
WSO61,499,066
Phone605-978-2900

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in NorthWestern Energy Group, Inc. Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

NorthWestern Energy Group, Inc. Common Stock (NWE) has returned 4.69% so far this year and 22.94% over the past 12 months. Looking at the last ten years, NWE has achieved an annualized return of 0.83%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

NWE

1M-2.76%
6M17.79%
YTD4.69%
1Y22.94%
5Y0.12%
10Y0.83%

Benchmark (SPY)

1M-2.61%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of NorthWestern Energy Group, Inc. Common Stock (NWE) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20265.11%2.21%-4.78%1.09%
20250.39%5.23%4.31%0.67%-5.06%-6.22%4.92%6.58%2.82%1.93%16.20%-6.22%
2024-5.46%-0.33%6.37%-1.06%2.87%-4.15%7.56%0.82%5.85%-6.57%3.02%-2.75%
2023-3.55%2.16%0.99%1.74%-3.46%0.23%-0.55%-10.72%-5.19%0.06%4.83%1.09%
20221.38%4.35%0.02%-6.36%7.66%-3.99%-5.86%-3.83%-6.67%6.32%9.65%1.61%
2021-6.60%6.93%10.00%3.96%-9.01%-5.28%2.34%2.17%-10.19%-1.58%-4.03%2.28%
20207.13%-8.71%-15.33%0.72%5.79%-9.19%3.10%-8.21%-5.19%7.75%9.70%-1.07%
20197.83%7.56%2.55%-0.80%1.76%1.06%-2.90%3.75%3.60%-3.23%-1.68%0.65%
2018-9.05%-5.93%5.30%2.48%-0.60%4.82%3.87%1.46%-2.36%0.10%8.89%-6.64%
20170.58%3.21%1.19%1.91%3.34%-1.25%-5.68%4.02%-5.78%3.95%8.29%-7.08%
2016-7.73%2.10%8.74%-4.14%-4.46%-0.33%-0.09%-2.08%2.19%

Performance Indicators

The charts below present risk-adjusted performance metrics for NorthWestern Energy Group, Inc. Common Stock (NWE) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00NWE: 0.81SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00NWE: 1.18SPY: 1.40

Omega ratio

0.501.001.502.00NWE: 1.14SPY: 1.22

Calmar ratio

0.002.004.006.00NWE: 0.99SPY: 1.20

Martin ratio

0.001.003.00NWE: 0.16SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of NWE compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current NorthWestern Energy Group, Inc. Common Stock volatility is 1.43%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)8.46B8.00B7.60B7.32B6.78B6.39B5.91B5.64B5.42B5.50B5.28B4.97B3.72B3.49B3.21B
Equity Attributable To Parent (USD)2.89B2.86B2.79B2.67B2.34B2.08B2.04B1.94B1.80B1.68B1.60B1.48B1.03B934.03M859.11M
Equity Attributable To Noncontrolling Interest (USD)---------------
Equity (USD)2.89B2.86B2.79B2.67B2.34B2.08B2.04B1.94B1.80B1.68B1.60B1.48B1.03B934.03M859.11M
Other Non-current Liabilities (USD)1.59B1.34B1.50B1.41B1.52B1.53B1.30B1.25B1.20B1.42B1.33B1.22B1.07B1.05B966.53M
Long-term Debt (USD)3.29B3.00B2.78B2.62B2.54B2.32B2.23B2.10B1.79B1.79B1.78B1.66B1.16B1.06B908.84M
Noncurrent Liabilities (USD)4.88B4.34B4.28B4.03B4.06B3.84B3.54B3.35B2.99B3.21B3.11B2.88B2.22B2.10B1.88B
Other Current Liabilities (USD)518.38M640.62M368.79M375.24M219.66M325.50M237.58M259.97M547.08M534.52M496.69M532.62M370.63M365.52M399.22M
Wages (USD)49.44M49.79M41.77M44.10M44.74M40.54M---------
Accounts Payable (USD)129.63M111.79M124.34M201.50M115.24M100.39M96.69M87.04M85.16M79.31M74.51M81.96M92.96M83.75M76.74M
Current Liabilities (USD)697.45M802.20M534.90M620.85M379.64M466.42M334.27M347.01M632.24M613.83M571.20M614.58M463.59M449.27M475.95M
Liabilities (USD)5.57B5.14B4.82B4.65B4.44B4.31B3.87B3.70B3.62B3.82B3.68B3.50B2.68B2.55B2.35B
Other Non-current Assets (USD)1.22B1.18B1.15B1.12B1.10B1.13B908.05M845.37M766.29M1.00B932.48M865.05M704.18M746.82M706.97M
Fixed Assets (USD)6.74B6.40B6.04B5.66B5.25B4.95B4.70B4.52B4.36B4.21B4.06B3.76B2.69B2.44B2.21B
Noncurrent Assets (USD)7.96B7.58B7.19B6.78B6.34B6.08B5.61B5.37B5.12B5.22B4.99B4.62B3.39B3.18B2.92B
Other Current Assets (USD)371.44M295.25M292.47M431.47M357.18M247.67M247.80M226.87M243.93M230.99M233.20M295.79M265.35M248.97M230.67M
Inventory (USD)132.51M122.94M114.54M107.36M80.61M61.01M53.93M50.82M52.43M49.21M53.46M55.09M55.61M54.16M59.53M
Current Assets (USD)503.94M418.19M407.01M538.82M437.80M308.68M301.73M277.69M296.36M280.20M286.66M350.89M320.96M303.13M290.20M
Assets (USD)8.46B8.00B7.60B7.32B6.78B6.39B5.91B5.64B5.42B5.50B5.28B4.97B3.72B3.49B3.21B

News and Insights

Black Hills Corp. and NorthWestern Energy Shareholders Approve Merger Proposals

Black Hills Corp. (NYSE:BKH) and NorthWestern Energy (NASDAQ:NWE) shareholders have approved an all-stock merger that will create Bright Horizon Energy Corporation, a regional regulated energy company serving customers across eight states. The merger, announced in August 2025, is expected to close in the second half of 2026, pending federal and state regulatory approvals.

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Halper Sadeh LLC is Investigating Whether SEM, FONR, NWE are Obtaining Fair Deals for their Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating Select Medical Holdings Corporation, FONAR Corporation, and NorthWestern Energy Group for potential violations of federal securities laws and breaches of fiduciary duties. The firm is examining whether shareholders are receiving fair consideration in proposed transactions involving company insiders and executives.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Halper Sadeh Llc
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TBHC, RNA, NEW, and TWO

Monteverde & Associates PC, a class action securities firm, is investigating four proposed mergers: The Brand House Collective's sale to Bed Bath & Beyond, Avidity Biosciences' acquisition by Novartis for $72 per share, NorthWestern Energy Group's sale to Black Hills Corp, and Two Harbors Investment Corp's merger with UWM Holdings Corporation. The firm is seeking shareholders with concerns about these transactions ahead of upcoming shareholder votes.

Benzinga faviconBenzingaPrnewswire
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates MLNK, WOW, NWE on Behalf of Shareholders

Law firm Halper Sadeh LLC is investigating potential securities law violations and fiduciary duty breaches for several companies undergoing merger or acquisition transactions.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Halper Sadeh Llc
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates DAY and NWE on Behalf of Shareholders

Law firm Halper Sadeh LLC is investigating potential securities law violations and fiduciary duty breaches related to merger transactions involving Dayforce and NorthWestern Energy Group.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Halper Sadeh Llc
Black Hills, NorthWestern Energy To Merge, Strengthening Regional Utility Footprint

Black Hills and NorthWestern Energy announced an all-stock merger creating a $7.8 billion regulated utility company serving 2.1 million customers across eight states, with plans to enhance infrastructure and investment capabilities.

Benzinga faviconBenzingaAkanksha Bakshi
Utilities Win Back Favor as Customers Find It Easier to Do Business With Them

A new report from Escalent reveals that utilities are finally making it easier for customers to do business with them. The Customer Effort Score, a measure of how easy it is to do business with a utility, has improved by 10 points year-over-year to 723. Forty utilities were recognized as the 'Easiest to Do Business With' among the 140 largest utility companies in the US.

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