Northwest Natrl SEC Filings

State Street Corporation reports beneficial ownership of 1,605,211 shares of Northwest Natural Holding Co common stock, equal to 4% of the class as of 03/31/2026. The filing lists several State Street investment advisory subsidiaries as acquiring entities and shows shared voting power of 1,497,539 shares.

Northwest Natural Holding Co director Karen Lee reported a discretionary stock transaction under a deferred compensation plan. On May 7, 2026, 1,014.422 shares of common stock at $50.19 per share were credited to her account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives.

The transaction is classified as an indirect holding and as a discretionary transaction under Rule 16b-3(f). It was effected pursuant to a written election made on or about June 1, 2021 that was intended to satisfy then-current Rule 10b5-1 and has not been changed since. After this credit, Lee's indirect holdings total 22,710.039 shares of common stock.

Northwest Natural Holding Co director Mary E. Ludford reported a discretionary Form 4 transaction tied to deferred compensation. On this date, 512.847 shares of common stock at $50.19 per share were credited indirectly to her account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives, bringing her reported indirect holdings to 4,377.282 shares.

Northwest Natural Holding Co director Sandra McDonough reported a routine discretionary transaction under a deferred compensation plan. On May 7, 2026, 250.475 shares of common stock were credited to her account at an effective price of $50.19 per share.

The filing states this was made pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives, intended to satisfy then-current Rule 10b5-1 and not modified since its original adoption. Following the transaction, her indirect holdings under the plan total 10,861.297 shares of common stock.

Northwest Natural Holding Co director Peter J. Bragdon reported routine equity-related activity linked to a deferred compensation plan. A discretionary transaction under Rule 16b-3(f) credited 1,151.675 shares of common stock at $50.19 per share to his account in the company’s Deferred Compensation Plan for Directors and Executives. Following this, he held 3,490.732 shares indirectly through the plan and 400 shares directly, reflecting compensation deferral rather than an open-market trade.

Northwest Natural Holding Co President & CEO Justin Palfreyman bought 1,225 shares of common stock in an open-market transaction. He paid $48.75 per share on May 7, 2026, increasing his direct ownership to 22,165 shares.

An additional 6,286 shares are held indirectly, credited to his account under the Northwest Natural Gas Company Deferred Compensation Plan for Directors and Executives.

Northwest Natural Holding Company reported first-quarter 2026 operating revenues of $490.4 million, slightly below $494.3 million a year earlier, while net income rose to $97.5 million from $87.9 million. Diluted earnings per share increased to $2.33 from $2.18 as lower gas costs and expenses supported margins.

Cash provided by operating activities was $116.1 million compared with $179.6 million, reflecting working capital swings and regulatory mechanisms. Capital expenditures grew to $113.7 million, mainly for regulated utility and water investments, and total assets reached $6.42 billion. The company also issued 441,034 shares via its at-the-market equity program for $22.2 million net.

The core NW Natural gas segment generated margin of $270.4 million versus $264.6 million, and the SiEnergy Texas gas business continued to expand, with distribution revenues of $31.7 million and margin of $18.5 million. Regulatory assets and liabilities tied to environmental costs and Washington climate compliance remain significant, highlighting ongoing decarbonization and remediation obligations within the regulated framework.

Northwest Natural Holding Company reported stronger first quarter 2026 results, with net income of $97.5 million and diluted EPS of $2.33, up from $87.9 million and $2.18 a year earlier. Adjusted EPS was also $2.33 versus $2.28 in 2025.

The company added over 26,000 gas and water utility connections over the 12 months ended March 31, 2026 for 2.8% customer growth and invested $114 million in gas and water systems to support reliability and resiliency. Management reaffirmed 2026 EPS guidance of $2.95–$3.15 and long-term EPS growth targets of 4%–6%, with potential to reach 5%–7% including the MX3 gas storage project.

Key regulatory developments include a multi-party settlement in NW Natural’s Washington general rate case providing a $20.1 million first-year revenue increase beginning August 1, 2026, and SiEnergy’s Texas general rate case filing seeking a $12.0 million revenue increase. The MX3 expansion, expected to require about $300 million of capital and be in service by the end of 2029, continues to advance. The board declared a $0.4925 quarterly dividend, implying an annual rate of $1.97 per share.

Northwest Natural Holding Co reports institutional beneficial ownership by Vanguard Capital Management. Vanguard Capital Management states beneficial ownership of 2,163,282 shares, representing 5.20% of common stock as of the reporting period. The filing shows sole voting power for 330,765 shares and sole dispositive power for 2,163,282 shares.