TXNM Energy Gestione
Criteri Gestione verificati 2/4
TXNM Energy Il CEO è Don Tarry, nominato in May2022, e ha un mandato di 4.08 anni. la retribuzione annua totale è $ 3.90M, composta da 21.5% di stipendio e 78.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.053% delle azioni della società, per un valore di $ 3.29M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2 anni e 8.8 anni.
Informazioni chiave
Don Tarry
Amministratore delegato
US$3.9m
Compenso totale
| Percentuale dello stipendio del CEO | 21.50% |
| Mandato del CEO | 4.1yrs |
| Proprietà del CEO | 0.05% |
| Durata media del management | 2yrs |
| Durata media del Consiglio di amministrazione | 8.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
TXNM: Dividend Raise And Pending Buyout Will Support A Fairly Valued Hold
Analysts kept their average price target for TXNM Energy effectively unchanged at approximately $60.79. This reflects consistent views on fair value, discount rate, growth, margins, and future P/E assumptions.TXNM: Dividend Increase And Buyout Agreement Will Support A Fairly Valued Hold
Analysts have modestly adjusted their price target on TXNM Energy to reflect updated assumptions around the discount rate and forward P/E. This has led to a refined valuation estimate rather than a material shift in expected value.TXNM: Hold Downgrade And Dividend Commitments Will Shape Fairly Valued Outlook
Narrative Update on TXNM Energy The consensus analyst price target for TXNM Energy has shifted to $61.25 from $58, with analysts citing the recent downgrade to Hold as a key factor behind the updated view. Analyst Commentary Recent research reflects a more balanced stance on TXNM Energy, with the new Hold rating paired with a higher price target of $61.25 compared with $58 previously.TXNM: Pending Blackstone Takeover And Dividend Policy Will Shape Future Returns
Narrative Update on TXNM Energy The analyst price target for TXNM Energy has shifted slightly higher to about $60.79 from $60.63, as analysts align their models more closely with the recently cited $61.25 per share takeout reference and adjust assumptions around revenue growth, margins, and future P/E. Analyst Commentary Recent research on TXNM Energy has centered on the proposed Blackstone Infrastructure takeover at $61.25 per share, with current ratings and price targets largely anchored to that reference point.TXNM: Pending Blackstone Deal And Dividend Policy Will Shape Future Share Performance
Analysts nudged their price target on TXNM Energy higher to $61.25 from $58.00, citing alignment with the assumed Blackstone Infrastructure takeover value and a more balanced risk reward profile that supports Hold or Neutral ratings. Analyst Commentary Analysts describe the new $61.25 price target as a ceiling defined by the assumed Blackstone Infrastructure takeover value, framing the equity story as largely event driven rather than driven by standalone growth or margin expansion.TXNM: Blackstone Acquisition Approval And Integration Will Influence Near-Term Performance
Analysts have modestly raised their price target for TXNM Energy to $61.25 per share, citing recent coverage updates and expectations related to the Blackstone Infrastructure acquisition. Analyst Commentary Recent updates from street research have provided a nuanced outlook on TXNM Energy, reflecting both optimism and caution regarding the company’s prospects amid ongoing strategic developments.TXNM: Pending Blackstone Takeover And Profitability Improvements Will Shape Outlook
Analysts have raised their price target for TXNM Energy from $60.08 to $60.63 per share. This reflects revised margin and valuation assumptions, even as growth outlooks have become more restrained.Blackstone Acquisition Will Shape New Mexico Energy And Data Center Expansion
Analysts have maintained their price target for TXNM Energy at $61.25 per share. They cite stable fair value estimates, while also noting slightly higher expected revenue growth, balanced by a modest decrease in profit margin forecasts.Texas Data Centers And Renewable Energy Will Transform Infrastructure
Analysts have raised their price target for TXNM Energy from $58.89 to $60.08 per share, supported by recent street research that suggests expectations the Blackstone Infrastructure takeover will close at a premium valuation. Analyst Commentary Street research has provided new insights into TXNM Energy's current valuation and future prospects as the Blackstone Infrastructure takeover continues to unfold.TXNM Energy: The Need For Capital Versus Regulatory Skepticism
Summary The TXNM-Blackstone merger offers a potential 9% annualized return, but regulatory approval is uncertain and downside risk is significant if the deal fails. TXNM’s high debt, volatile earnings, and regulatory challenges in New Mexico undermine the low-risk appeal typical of merger arbitrage opportunities. Blackstone’s interest is driven by TXNM’s Texas operations, but New Mexico’s regulatory hurdles and opposition from advocacy groups remain key obstacles. Given the 30-40% chance of deal failure and limited upside, I recommend a Hold, as the risk-reward profile is not compelling for new buyers. Read the full article on Seeking Alpha
Texas Utility's Bold Strategy Fuels Growth Amid Weather Challenges And Regulatory Dynamics
Strategic capital investments aimed at improving weather response and grid modernization will drive revenue growth and enhance operational efficiency.PNM Resources: Medium Term Growth Potential But Less Financial Flexibility
Summary PNM Resources has medium term EPS growth potential given its expected growth in its regulated rate base. Given PNM Resources has fairly high leverage, the company doesn't have as much financial flexibility while maintaining investment grade credit rating if it needs to spend more. I rate PNM Resources a 'Buy' and I would own it in a diversified portfolio. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$146m |
| Dec 31 2025 | US$4m | US$839k | US$151m |
| Sep 30 2025 | n/a | n/a | US$177m |
| Jun 30 2025 | n/a | n/a | US$177m |
| Mar 31 2025 | n/a | n/a | US$204m |
| Dec 31 2024 | US$3m | US$577k | US$242m |
| Sep 30 2024 | n/a | n/a | US$176m |
| Jun 30 2024 | n/a | n/a | US$83m |
| Mar 31 2024 | n/a | n/a | US$80m |
| Dec 31 2023 | US$2m | US$532k | US$88m |
| Sep 30 2023 | n/a | n/a | US$154m |
| Jun 30 2023 | n/a | n/a | US$238m |
| Mar 31 2023 | n/a | n/a | US$209m |
| Dec 31 2022 | US$2m | US$481k | US$170m |
| Sep 30 2022 | n/a | n/a | US$165m |
| Jun 30 2022 | n/a | n/a | US$156m |
| Mar 31 2022 | n/a | n/a | US$194m |
| Dec 31 2021 | US$1m | US$409k | US$196m |
| Sep 30 2021 | n/a | n/a | US$193m |
| Jun 30 2021 | n/a | n/a | US$202m |
| Mar 31 2021 | n/a | n/a | US$206m |
| Dec 31 2020 | US$1m | US$390k | US$173m |
Compensazione vs Mercato: La retribuzione totale di Don ($USD 3.90M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.35M ).
Compensazione vs guadagni: La retribuzione di Don è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Don Tarry (56 yo)
Mr. Joseph D. Tarry, also known as Don, C.P.A., serves as CEO at TXNM Energy, Inc. since July 01, 2025. He serves as President of TXNM Energy, Inc. (formerly known as PNM Resources, Inc.) since May 21 2022...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chair | 16.3yrs | US$5.22m | 0.70% $ 43.8m | |
| President | 4.1yrs | US$3.90m | 0.053% $ 3.3m | |
| Senior VP & CFO | 1.1yrs | US$972.31k | 0.0085% $ 529.3k | |
| Senior Vice President of Corporate Services | 1.2yrs | US$886.59k | 0.00033% $ 20.6k | |
| General Counsel | 1.8yrs | US$1.42m | 0.0082% $ 515.0k | |
| VP & Chief Information Officer | 2.2yrs | Nessun dato | Nessun dato | |
| Vice President of Investor & Community Relations | no data | Nessun dato | Nessun dato | |
| Vice President of Human Resources | 6.4yrs | Nessun dato | Nessun dato | |
| President of TNMP | 1.3yrs | Nessun dato | Nessun dato | |
| VP & Corporate Controller | 2.5yrs | Nessun dato | 0.0016% $ 100.6k | |
| Vice President of Treasurer & Strategy | 2.4yrs | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di TXNM non è considerato esperto (durata media 2 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chair | 16.3yrs | US$5.22m | 0.70% $ 43.8m | |
| President | 1.5yrs | US$3.90m | 0.053% $ 3.3m | |
| Independent Director | 12.1yrs | US$299.50k | 0.016% $ 1.0m | |
| Independent Director | 11.1yrs | US$267.50k | 0.024% $ 1.5m | |
| Independent Director | 7.4yrs | US$294.50k | 0.013% $ 823.0k | |
| Independent Director | 12.1yrs | US$282.50k | 0.021% $ 1.3m | |
| Independent Director | 7.4yrs | US$282.50k | 0.014% $ 846.2k | |
| Lead Independent Director | 10.1yrs | US$309.50k | 0.023% $ 1.4m | |
| Independent Director | 2yrs | US$267.50k | Nessun dato | |
| Independent Director | 2yrs | US$267.50k | 0.0032% $ 201.2k |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TXNM sono considerati esperti (durata media dell'incarico 8.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/18 22:40 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
TXNM Energy, Inc. è coperta da 17 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gary Hovis | Argus Research Company |
| David Parker | Baird |
| Daniel Ford | Barclays |