NorthWestern Energy Group, Inc.

NasdaqGS:NWE 주식 리포트

시가총액: US$4.3b

NorthWestern Energy Group 경영진

경영진 기준 점검 4/4

NorthWestern Energy Group CEO는 Brian Bird, Feb2021 에 임명되었습니다 의 임기는 5.33 년입니다. 총 연간 보상은 $5.02M, 18.4% 급여 및 81.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $10.65M 가치에 해당하는 회사 주식의 0.25% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.6 년과 6.5 년입니다.

핵심 정보

Brian Bird

최고경영자

US$5.0m

총 보수

CEO 급여 비율18.36%
CEO 재임 기간5.3yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간7.6yrs
이사회 평균 재임 기간6.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 02

NWE: Higher P/E Assumptions And Black Hills Merger Progress Will Shape Risk Reward

NorthWestern Energy Group’s analyst price target has been adjusted from $69.10 to about $71.42 as analysts factor in updated views on fair value, a slightly higher discount rate, modest tweaks to revenue growth and profit margin assumptions, and a revised future P/E estimate. Analyst Commentary Recent Street research around NorthWestern Energy Group clusters around higher price targets and an upgraded rating, with analysts refining their models on discount rates, revenue trends and future P/E assumptions.
새로운 내러티브 May 02

Merger And Data Center Hurdles Will Expose Long Term Earnings Fragility

Catalysts About NorthWestern Energy Group NorthWestern Energy Group is a regulated utility that provides electricity and natural gas to customers in Montana, South Dakota and Nebraska. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 25

NWE: Higher P/E Assumptions And Dividend Step Up Will Shape Risk Reward

Analysts have lifted the fair value estimate for NorthWestern Energy Group from $65.42 to $69.10, as recent price target increases and updated assumptions on revenue growth and future P/E expectations have contributed to a higher overall valuation view. Analyst Commentary Recent Street research has clustered around higher price targets and at least one upgrade, which feeds directly into a higher fair value estimate for NorthWestern Energy Group.
새로운 내러티브 Apr 17

Merger With Black Hills And Data Center Demand Will Transform Long Term Prospects

Catalysts About NorthWestern Energy Group NorthWestern Energy Group is a regulated electric and natural gas utility serving customers in Montana, South Dakota and Nebraska. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 10

NWE: Mixed Rating Shifts And Dividend Move Will Shape Risk Reward Balance

Analysts have raised their fair value estimate for NorthWestern Energy Group from $63.40 to about $65.42, citing recent price target increases and mixed rating changes across firms as they reassess assumptions around growth, profitability and future P/E levels. Analyst Commentary Recent research on NorthWestern Energy Group reflects a mix of optimism and caution as analysts refresh their models around growth, execution and valuation.
내러티브 업데이트 Mar 27

NWE: Mixed Rating Shifts And Dividend Increase Will Shape Risk Reward Balance

Narrative Update on NorthWestern Energy Group The consensus analyst price target for NorthWestern Energy Group has been lifted by a few dollars, supported by recent $5 and $1 upward target revisions from BMO Capital and Barclays, even as another firm turned more cautious on the shares. Analyst Commentary Recent Street research on NorthWestern Energy Group reflects a mix of optimism and caution, with some analysts lifting their price targets and others turning more skeptical on the risk and reward trade off at current levels.
내러티브 업데이트 Mar 12

NWE: Mixed Rating Shifts And Dividend Increase Will Shape Forward Outlook

The analyst price target for NorthWestern Energy Group has been raised by $5, with recent research citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers behind the shift. Analyst Commentary Recent Street research on NorthWestern Energy Group reflects a mix of optimism and caution, with some analysts lifting price targets and at least one turning more cautious on the shares.
내러티브 업데이트 Feb 24

NWE: Mixed Rating Shifts And Dividend Plans Will Shape Forward Outlook

NorthWestern Energy Group's fair value estimate has been adjusted to $63.40 from $62.60, as analysts factor in updated assumptions on growth, margins, and future P/E, following recent shifts in price targets at major firms, including raises from BMO Capital and Barclays, alongside a downgrade from Wells Fargo. Analyst Commentary Recent Street research on NorthWestern Energy Group reflects a mix of optimism and caution around execution, growth expectations, and how the stock is valued against its updated fair value estimate of $63.40.
Seeking Alpha Feb 15

NorthWestern Energy: This Ignored Utility Could Profit From The Data Center Boom

Summary NorthWestern Energy Group offers a 3.84% yield, recently raised its dividend, and trades at an attractive valuation despite strong recent share price outperformance. NWE is positioned for growth as Montana and South Dakota attract data center development, driving significant capital investment and potential upside to earnings projections. The company targets 4%-6% annual EPS growth over five years, with total return potential of 8%-10% annually when including dividends. Dividend sustainability is solid on a cash flow basis, but the most recent increase lagged inflation, tempering income growth for shareholders. Read the full article on Seeking Alpha
내러티브 업데이트 Feb 09

NWE: Mixed Rating Shifts And Meeting Plans Will Shape Forward Outlook

Analysts have made a modest upward adjustment to their price target for NorthWestern Energy Group, tying the move, which includes at least one US$1 increase, to mixed recent research that combines a higher target from some firms with a more cautious stance from others. Analyst Commentary Recent research on NorthWestern Energy Group sends a mixed signal, with one firm lifting its price target by US$1 while another adopts a more cautious stance and downgrades the shares.
내러티브 업데이트 Jan 26

NWE: EPS Framework Capital Plan And Merger Steps Will Guide Outlook

Narrative Update on NorthWestern Energy Group Analysts have inched their average price target for NorthWestern Energy Group higher by about $0.40, pointing to slightly stronger assumptions for revenue growth, profit margins, and future P/E following recent earnings, reaffirmed long term EPS guidance, and updated capital investment plans. Analyst Commentary Recent research on NorthWestern Energy Group reflects a mix of optimism and caution as analysts react to updated guidance, capital plans, and the pending merger with Black Hills Corporation.
내러티브 업데이트 Jan 11

NWE: EPS Guidance Capital Plan And Merger Progress Will Shape Outlook

Analysts have made only a marginal adjustment to their price target framework for NorthWestern Energy Group, reflecting steady fair value assumptions around $62.20 per share and supported by the affirmed 4% to 6% long term EPS growth guidance, the ongoing $2.7b capital plan, and recent coverage initiation at Equal Weight with a $58 target. Analyst Commentary Recent research updates on NorthWestern Energy Group focus on earnings visibility, capital plans, and the potential implications of the proposed merger with Black Hills Corporation.
내러티브 업데이트 Dec 27

NWE: EPS Guidance And Merger Progress Will Shape Moderate Multiyear Outlook

Analysts have nudged their price target on NorthWestern Energy Group modestly higher to reflect slightly stronger revenue growth expectations, supported by reaffirmed 4% to 6% EPS growth guidance, a $2.7 billion 2025 to 2029 capital plan, and consistent earnings outperformance. Analyst Commentary Analysts highlight that NorthWestern Energy's reaffirmed guidance and capital plan support a stable, modest growth profile but also note execution and financing risks that could weigh on valuation if not managed carefully.
내러티브 업데이트 Dec 13

NWE Q3 Momentum And Merger Progress Will Shape Moderate Outlook

Analysts have modestly raised their price target on NorthWestern Energy Group to approximately $62 from about $59. They cite the company’s better than expected recent results, slightly improved margin outlook, and reaffirmed earnings and capital investment plans as key supports for a higher fair value, despite a marginally higher discount rate and somewhat slower projected revenue growth.
Seeking Alpha Mar 22

Northwestern Energy Group: A Moment In The Sun

Summary Northwestern Energy is benefiting from investors looking to utilities as one way of investing for the AI surge. Management aims for 4-6% earnings growth, but faces uncertainties due to pending rate reviews and reliance on external energy sources. Northwestern's $2.74 billion capital plan is a baseline to be funded by operating cash and debt, however opportunities beyond the specific scope of the plan would likely require new equity. Read the full article on Seeking Alpha
Seeking Alpha Dec 17

NorthWestern Energy: Financially Strong Utility Appears Fairly Valued At Best

Summary NorthWestern Energy Group, Inc. serves sparsely populated areas but enjoys stable revenues and high dividend yield, appealing to income-focused investors. The company’s customer base is growing, particularly in Montana, which supports incremental revenue growth going forward. Montana has a lower unemployment rate than the US average, but the Philadelphia Fed casts doubt on the official figures. This could suggest weakness among NWE's customers. NorthWestern Energy has managed to limit its exposure to rising interest rates better than many peers, maintaining a relatively low net debt-to-equity ratio. NWE stock may underperform peers due to lower growth expectations, but its stable cash flows and essential services provide a reliable income source. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 04

Expanding Market Reach And Calculated Investments Propel Future Growth And Stability

Strategic acquisitions and rate base growth indicate an emphasis on expanding market presence and ensuring steady revenue through increased customer base and infrastructure investments.
Seeking Alpha Jun 30

Northwestern Energy Group: Risk To Capital Plan From Regulation

Summary Northwestern Energy does not have sufficient capacity, but is attempting to efficiently deploy $2.5 billion in capital to expand its production. A significant part of the plan involved taking over coal-based power generation with limited capital deployment. However, an EPA regulation has put this in potential jeopardy. Northwestern Energy is fairly valued, and shares identical types of risks as many others in the utility sector. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

NorthWestern Energy Group: Attractive Yield But Limited Growth

Summary NorthWestern Energy has received regulatory approvals to increase rates in Montana and South Dakota. It is currently unable to generate all the energy necessary to serve its customers, leading to significant capex investments and higher debt expected in the future. Shares are in a fair value range, but the dividend offers a strong yield, and shares can be considered in a defensive or income-oriented portfolio. Read the full article on Seeking Alpha
분석 기사 Jul 11

A Look At The Intrinsic Value Of NorthWestern Corporation (NASDAQ:NWE)

Key Insights Using the 2 Stage Free Cash Flow to Equity, NorthWestern fair value estimate is US$69.99 With US$56.16...
분석 기사 May 23

Returns On Capital At NorthWestern (NASDAQ:NWE) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 May 02

NorthWestern (NASDAQ:NWE) Is Increasing Its Dividend To $0.64

NorthWestern Corporation's ( NASDAQ:NWE ) dividend will be increasing from last year's payment of the same period to...
분석 기사 Apr 10

Calculating The Fair Value Of NorthWestern Corporation (NASDAQ:NWE)

Key Insights NorthWestern's estimated fair value is US$64.42 based on 2 Stage Free Cash Flow to Equity With US$61.07...
분석 기사 Feb 22

Industry Analysts Just Made A Notable Upgrade To Their NorthWestern Corporation (NASDAQ:NWE) Revenue Forecasts

NorthWestern Corporation ( NASDAQ:NWE ) shareholders will have a reason to smile today, with the analysts making...
분석 기사 Feb 21

NorthWestern's (NASDAQ:NWE) Shareholders Will Receive A Bigger Dividend Than Last Year

NorthWestern Corporation ( NASDAQ:NWE ) will increase its dividend from last year's comparable payment on the 31st of...
분석 기사 Jan 19

Some Investors May Be Worried About NorthWestern's (NASDAQ:NWE) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Dec 08

A Look At The Fair Value Of NorthWestern Corporation (NASDAQ:NWE)

Does the December share price for NorthWestern Corporation ( NASDAQ:NWE ) reflect what it's really worth? Today, we...
분석 기사 Oct 18

The Returns At NorthWestern (NASDAQ:NWE) Aren't Growing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Oct 05

NorthWestern: An Underperforming High-Dividend Stock With A Muted Growth Outlook

Summary The Utilities sector has given back its 2022 gains in recent weeks. One firm with a focus on natural gas generation and a big dividend looks fairly priced, but its earnings growth prospects appear limited. NWE's chart is trendless over the long-term, and shares have been moving lower since early 2022. The Utilities sector has pulled back sharply from its 2022 high, but the defensive group remains in an uptrend dating back to the lows of early 2022. The slow & steady niche of the S&P 500 is rather expensively priced, but there are some bargains out there. Moreover, you can capture strong dividend yields in Utilities. One Nasdaq-listed name with clean energy operations in the upper Midwest and Mountain/West regions pays a big yield, but is it a buy now? Utilities Trending Up, NorthWestern A Relative Loser Stockcharts.com According to Bank of America Global Research, NorthWestern Corporation (NWE) is a public regulated utility that provides electricity and natural gas services throughout Montana, South Dakota, and Nebraska. The company generates and distributes electricity as NorthWestern Energy, with its main businesses segmented between electric operations and natural gas operations. The company's electric business represents 80% of total gross margin, with the remainder coming from gas operations. The South Dakota-based $2.9 billion market cap Multi-Utilities industry company within the Utilities sector trades at a near-market price-to-earnings multiple of 15.9 using its last 12-month GAAP earnings. The firm pays a high 4.9% dividend yield, according to The Wall Street Journal. Recent positive regulatory developments in Montana are a bullish tailwind for NWE, but downside risks include the potential for negative legislative rulings along with the possibility that rate changes will not be swift enough to recoup costs. Amid a volatile interest rate environment, financing costs for the utility could be particularly uncertain in the years ahead. Finally, wildfire and other natural disaster risks make future capex expenditures unknown. On valuation, analysts at BofA see NorthWestern's earnings falling this year, but then rebounding modestly in 2023. The longer-term outlook into 2024 shows a very low EPS growth rate. All the while, though, NWE's dividend should be on the rise despite negative free cash flow. With an attractive P/E multiple compared to some other Utility stocks, the firm's EV/EBITDA ratio is somewhat elevated given its D- growth rating by Seeking Alpha. Overall, the valuation picture is not all that compelling to me. NorthWestern Earnings, Valuation, And Dividend Forecasts BofA Global Research Looking ahead, Wall Street Horizon shows an unconfirmed Q3 earnings date of Monday, October 24 after market close for NorthWestern. That's not all as the firm's management team is expected to present at the EEI 57th Annual Financial Conference in mid-November. Both corporate event dates could feature enhanced stock price volatility. Corporate Event Calendar Wall Street Horizon The Technical Take NWE has historically found support in the upper $40s. I went back 10 years to review the weekly price action on shares given the sideways price action for much of 2022. After the stock broke below support in the $53 to $54 range just a few weeks ago, it retested long-term support just below $80 with success. Still, the bulls have their work cut out for them in order to get NWE back above not only the $53 to $54 zone but also to break the downtrend off the early 2020 peak. I see the trendless price action that has been ongoing for the better part of the past 8 years continuing until the stock climbs above, say, $63 on a weekly closing basis.
Seeking Alpha Sep 13

NorthWestern goes ex-dividend tomorrow

NorthWestern (NASDAQ:NWE) had declared $0.63/share quarterly dividend, in line with previous. Payable Sept. 30; for shareholders of record Sept. 15; ex-div Sept. 14. See NWE Dividend Scorecard, Yield Chart, & Dividend Growth.
분석 기사 Aug 25

Is There An Opportunity With NorthWestern Corporation's (NASDAQ:NWE) 28% Undervaluation?

How far off is NorthWestern Corporation ( NASDAQ:NWE ) from its intrinsic value? Using the most recent financial data...
Seeking Alpha Jul 28

NorthWestern Non-GAAP EPS of $0.54 beats by $0.01, revenue of $323M beats by $42.45M

NorthWestern press release (NASDAQ:NWE): Q2 Non-GAAP EPS of $0.54 beats by $0.01. Revenue of $323M (+8.3% Y/Y) beats by $42.45M.

CEO 보수 분석

Brian Bird의 보수는 NorthWestern Energy Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$168m

Dec 31 2025US$5mUS$921k

US$181m

Sep 30 2025n/an/a

US$217m

Jun 30 2025n/an/a

US$226m

Mar 31 2025n/an/a

US$236m

Dec 31 2024US$5mUS$873k

US$224m

Sep 30 2024n/an/a

US$227m

Jun 30 2024n/an/a

US$209m

Mar 31 2024n/an/a

US$197m

Dec 31 2023US$3mUS$795k

US$194m

Sep 30 2023n/an/a

US$178m

Jun 30 2023n/an/a

US$176m

Mar 31 2023n/an/a

US$186m

Dec 31 2022US$3mUS$511k

US$183m

Sep 30 2022n/an/a

US$168m

Jun 30 2022n/an/a

US$175m

Mar 31 2022n/an/a

US$183m

Dec 31 2021US$2mUS$495k

US$187m

Sep 30 2021n/an/a

US$189m

Jun 30 2021n/an/a

US$183m

Mar 31 2021n/an/a

US$168m

Dec 31 2020US$1mUS$475k

US$155m

Sep 30 2020n/an/a

US$162m

Jun 30 2020n/an/a

US$154m

Mar 31 2020n/an/a

US$180m

Dec 31 2019US$1mUS$445k

US$202m

보상 대 시장: Brian의 총 보수(USD5.02M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M) 수준입니다.

보상과 수익: Brian의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Brian Bird (66 yo)

5.3yrs
재임 기간
US$5,016,745
보수

Mr. Brian B. Bird was Chief Operating Officer at NorthWestern Energy Group, Inc. (formerly known as NorthWestern Corporation) since February 05, 2021 and served as its Chief Financial Officer since Decembe...


리더십 팀

이름직위재임 기간보수지분
Brian Bird
CEO, President & Director5.3yrsUS$5.02m0.25%
$ 10.6m
Crystal Lail
VP & CFO5.3yrsUS$1.70m0.033%
$ 1.4m
Shannon Heim
VP of Federal Government Affairs & General Counsel2.7yrsUS$1.02m0.0062%
$ 264.2k
Bobbi Schroeppel
Vice President of Customer Care20.8yrsUS$908.79k0.044%
$ 1.9m
Travis Meyer
Director of Corporate Finance & Investor Relations Officer9yrs데이터 없음데이터 없음
Jeanne Vold
Vice President of Technology13.5yrs데이터 없음0.023%
$ 993.2k
Michael Nieman
Chief Audit & Compliance Officer16.4yrs데이터 없음데이터 없음
Daniel Rausch
Treasurer & Corporate Development Officer13.5yrs데이터 없음데이터 없음
Timothy Olson
Senior Corporate Counsel & Corporate Secretary16.4yrs데이터 없음데이터 없음
Jeffrey Berzina
Controller6.2yrs데이터 없음0.0076%
$ 326.5k
Bleau LaFave
VP of Asset Management & Business Development3yrs데이터 없음0.0026%
$ 111.3k
Cyndee Fang
VP of Regulatory Affairs3.4yrs데이터 없음데이터 없음
7.6yrs
평균 재임 기간
55.5yo
평균 나이

경험이 풍부한 관리: NWE의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.6 년).


이사회 구성원

이름직위재임 기간보수지분
Brian Bird
CEO, President & Director3.4yrsUS$5.02m0.25%
$ 10.6m
Jan Horsfall
Independent Director11.2yrsUS$255.04k0.012%
$ 497.9k
Mahvash Yazdi
Independent Director6.5yrsUS$255.04k0.036%
$ 1.6m
Kent Larson
Independent Director3.8yrsUS$240.04k0.019%
$ 804.6k
Linda Sullivan
Independent Chairman9.2yrsUS$369.96k0.018%
$ 765.9k
David Goodin
Independent Director1.5yrsUS$240.04k0.0083%
$ 356.1k
Britt Ide
Independent Director9.2yrsUS$255.04k0.00029%
$ 12.5k
Jeffrey Yingling
Independent Director6.7yrsUS$255.04k0.0016%
$ 70.0k
Sherina Edwards
Independent Director3.2yrsUS$240.04k0.015%
$ 660.3k
6.5yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: NWE의 이사회경험이 있음으로 간주됩니다(평균 재임 6.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 10:09
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

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경영진10년
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분석가 소스

NorthWestern Energy Group, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ParkerBaird
Eric BeaumontBarclays
Nicholas CampanellaBarclays