Northwest Natural Ownership
| NWN Stock | USD 43.34 0.05 0.12% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 38.3 M | Current Value 38.4 M | Avarage Shares Outstanding 24.9 M | Quarterly Volatility 5.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Northwest |
Northwest Stock Ownership Analysis
About 80.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.28. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Northwest Natural Gas last dividend was issued on the 31st of October 2024. The entity had 3:2 split on the 9th of September 1996. Northwest Natural Holding Company, through its subsidiary, Northwest Natural Gas Company, provides regulated natural gas distribution services to residential, commercial, industrial, and transportation customers in Oregon and Southwest Washington. Northwest Natural Holding Company was founded in 1859 and is headquartered in Portland, Oregon. Northwest Natural operates under UtilitiesRegulated Gas classification in the United States and is traded on New York Stock Exchange. It employs 1237 people. To find out more about Northwest Natural Gas contact David Anderson at 503 226 4211 or learn more at https://www.nwnaturalholdings.com.Besides selling stocks to institutional investors, Northwest Natural also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Northwest Natural's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Northwest Natural's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Northwest Natural Quarterly Liabilities And Stockholders Equity |
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Northwest Natural Insider Trades History
Less than 1% of Northwest Natural Gas are currently held by insiders. Unlike Northwest Natural's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Northwest Natural's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Northwest Natural's insider trades
Northwest Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Northwest Natural is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Northwest Natural Gas backward and forwards among themselves. Northwest Natural's institutional investor refers to the entity that pools money to purchase Northwest Natural's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Adage Capital Partners Gp Llc | 2024-06-30 | 479.9 K | Northern Trust Corp | 2024-09-30 | 478.9 K | Bank Of New York Mellon Corp | 2024-06-30 | 471.9 K | Citadel Advisors Llc | 2024-09-30 | 401.4 K | Mirae Asset Global Etfs Holdings Ltd. | 2024-06-30 | 353.7 K | Gamco Investors, Inc. Et Al | 2024-09-30 | 330.4 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 305.7 K | Mesirow Institutional Investment Management, Inc. | 2024-09-30 | 302.7 K | Thompson, Siegel & Walmsley Llc | 2024-09-30 | 300.1 K | Blackrock Inc | 2024-06-30 | 6.5 M | Vanguard Group Inc | 2024-09-30 | 4.7 M |
Northwest Natural Gas Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Northwest Natural insiders, such as employees or executives, is commonly permitted as long as it does not rely on Northwest Natural's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Northwest Natural insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Northwest Natural's latest congressional trading
Congressional trading in companies like Northwest Natural Gas, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Northwest Natural by those in governmental positions are based on the same information available to the general public.
| 2024-09-06 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2024-06-06 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2024-03-12 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2023-03-09 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2022-12-04 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2022-06-07 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2022-03-22 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2022-02-07 | Representative Earl Blumenauer | Acquired $15K to $50K | Verify | ||
| 2021-11-22 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2021-08-20 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2021-05-27 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2021-03-05 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2020-12-07 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2020-08-24 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2020-06-15 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2020-02-27 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2019-11-25 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2019-09-04 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2019-03-18 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2018-08-20 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2018-06-25 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2015-08-04 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2015-08-03 | Senator Thomas R Carper | Acquired Under $15K | Verify |
Northwest Natural Outstanding Bonds
Northwest Natural issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Northwest Natural Gas uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Northwest bonds can be classified according to their maturity, which is the date when Northwest Natural Gas has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Northwest Natural Corporate Filings
F4 | 22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 18th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 12th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F3 | 27th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Pair Trading with Northwest Natural
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Northwest Natural position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Northwest Natural will appreciate offsetting losses from the drop in the long position's value.Moving together with Northwest Stock
| 0.83 | NI | NiSource | PairCorr |
| 0.83 | SR | Spire Inc | PairCorr |
| 0.79 | ATO | Atmos Energy | PairCorr |
| 0.89 | BKH | Black Hills | PairCorr |
| 0.89 | CPK | Chesapeake Utilities | PairCorr |
Moving against Northwest Stock
| 0.46 | ES | Eversource Energy | PairCorr |
| 0.39 | ED | Consolidated Edison Sell-off Trend | PairCorr |
| 0.34 | FE | FirstEnergy | PairCorr |
The ability to find closely correlated positions to Northwest Natural could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Northwest Natural when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Northwest Natural - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Northwest Natural Gas to buy it.
The correlation of Northwest Natural is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Northwest Natural moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Northwest Natural Gas moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Northwest Natural can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Northwest Natural Gas. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Gas Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Northwest Natural. If investors know Northwest will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Northwest Natural listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.16) | Dividend Share 1.95 | Earnings Share 2.1 | Revenue Per Share 29.929 | Quarterly Revenue Growth (0.03) |
The market value of Northwest Natural Gas is measured differently than its book value, which is the value of Northwest that is recorded on the company's balance sheet. Investors also form their own opinion of Northwest Natural's value that differs from its market value or its book value, called intrinsic value, which is Northwest Natural's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Northwest Natural's market value can be influenced by many factors that don't directly affect Northwest Natural's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Northwest Natural's value and its price as these two are different measures arrived at by different means. Investors typically determine if Northwest Natural is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Northwest Natural's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.