Loading...
Back to narrative

NWN: Dividend Increase Will Support Earnings Outlook And Undervalued Share Price

Update shared on 11 Dec 2025

n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
13.5%
7D
1.5%

Analysts have modestly reaffirmed their view on Northwest Natural Holding, keeping the price target effectively unchanged at approximately $52.75. This reflects stable expectations for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • Northwest Natural Holding reported that it repurchased no shares under its authorized buyback program between July 1 and September 30, 2025. The announced May 29, 2024 repurchase authorization therefore remained effectively unused (Key Developments).
  • The company updated its 2025 earnings outlook, indicating it now expects results to come in above the midpoint of its revised GAAP EPS guidance range of $2.59 to $2.79 (Key Developments).
  • The Board of Directors approved an increase in the quarterly dividend to 49.25 cents per share, implying an indicated annual dividend rate of $1.97 per share. The dividend is payable November 14, 2025 to shareholders of record on October 31, 2025 (Key Developments).

Valuation Changes

  • Fair Value Estimate remains unchanged at approximately $52.75 per share, indicating no material revision to the intrinsic value assessment.
  • Discount Rate edged down marginally from 6.96 percent to about 6.96 percent, implying a negligible change in the risk or return assumptions.
  • Revenue Growth is effectively unchanged at around 6.52 percent, signaling stable expectations for the company’s top line trajectory.
  • Net Profit Margin is essentially flat at roughly 9.78 percent, reflecting steady views on long term profitability.
  • Future P/E is maintained at about 19.41 times, suggesting no meaningful adjustment to the forward valuation multiple.

Have other thoughts on Northwest Natural Holding?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.