NorthWestern Energy Group, Inc.
NWENasdaqUtilities · Electric & Other Services Combined · DE · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | |
|---|---|---|---|---|---|
| Revenue | $1.61B | $1.51B | $1.55B | $1.46B | $1.33B |
| Operating income | $325.8M | $323.3M | $300.5M | $263.1M | $275.7M |
| Net income | $181.1M | $224.1M | $194.1M | $183.0M | $186.8M |
| Total assets | $8.46B | $8.00B | $7.60B | $7.32B | $6.78B |
| Total liabilities | $5.57B | $5.14B | $4.82B | $4.65B | — |
| Equity | $2.89B | $2.86B | $2.79B | $2.67B | $2.34B |
| EPS (diluted) | $2.94 | $3.65 | $3.22 | $3.25 | $3.60 |
| Shares out. | 61.3M | 61.3M | 61.2M | 59.7M | 51.9M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 20.2%
- Net margin
- 11.2%
- Return on equity
- 6.3%
- Return on assets
- 2.1%
- Return on capital (ROCE)
- 4.2%
- Liabilities / assets
- 65.9%
- Debt / equity
- 1.93×
- Book value / share
- $47.05
- Revenue growth (YoY)
- 6.4%
- Net income growth (YoY)
- −19.2%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Altman Z″ (distress)
- 1.00distress
- Accruals / assets
- −2.5%clean
- Piotroski F-Score
- 5/9mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 4 good- Altman Z″ in the distress zone
- Operating margin is positive
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- American Century Investment Management IncPassive (13G)Aug 14, 2025
- Blackrock, Inc.Passive (13G)Apr 3, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Yingling Jeffrey W.Director | May 11, 2026 | Grant | 569 | $65.94 |
| Horsfall Jan RobertDirector | May 11, 2026 | Grant | 569 | $65.94 |
| Edwards Sherina M.Director | Apr 7, 2026 | Grant | 569 | $65.94 |
| Goodin David LDirector | Apr 7, 2026 | Grant | 569 | $65.94 |
| Ide Britt EDirector | Apr 7, 2026 | Grant | 569 | $65.94 |
| Larson Kent TDirector | Apr 7, 2026 | Grant | 569 | $65.94 |
| Sullivan Linda GDirector | Apr 7, 2026 | Grant | 834 | $65.94 |
| Yazdi MahvashDirector | Apr 7, 2026 | Grant | 569 | $65.94 |
| Hines John DOfficer — VP - Energy Supply & MT Gov | Mar 3, 2026 | Grant | 1,354 | $68.45 |
| Bird Brian BOfficer — President and CEO | Feb 27, 2026 | Grant | 20,864 | $68.45 |
| Heim ShannonOfficer — VP and General Counsel | Feb 27, 2026 | Grant | 2,818 | $68.45 |
| Lafave BleauOfficer — VP - Bus Dvlpmt & Asset Mgmt | Feb 27, 2026 | Grant | 671 | $68.45 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 2.2M | 5.2 | -4.3% |
| Apr 30, 2026 | 2.3M | 6.0 | +6.6% |
| Apr 15, 2026 | 2.1M | 3.5 | -20.6% |
| Mar 31, 2026 | 2.7M | 4.8 | +6.3% |
| Mar 13, 2026 | 2.5M | 5.8 | -8.7% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Regulation FD disclosureMay 27, 2026
- Regulation FD disclosureMay 18, 2026
- Shareholder voteMay 5, 2026
- Results of operations · Regulation FD disclosureApr 30, 2026
- Shareholder vote · Other material eventApr 3, 2026
- Director / officer changeFeb 17, 2026
- Results of operations · Regulation FD disclosureFeb 12, 2026
- Regulation FD disclosure · Other material eventDec 9, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.