Highest-materiality recent filing
NWN and subsidiary raise $195M through senior note placements
Parent NWN issued $50M Series E (5.35%, due 2031); agreed to issue $10M Series F (5.35%, 2031) and $60M Series G (5.83%, 2036).
NW Natural Holdings Q1 EPS $2.33 beats $2.28 adjusted YoY; reaffirms FY26 guidance $2.95-$3.15
Net income $97.5M ($2.33 EPS) vs $87.9M ($2.18 EPS) in Q1 2025; adjusted EPS $2.33 vs $2.28.
NWN files $20.1M WA rate case settlement; lower than initial request
Stipulation with WUTC staff and intervenors provides $20.1M (Y1), $7.7M (Y2), $8.7M (Y3) revenue increases.
Record adjusted EPS $2.93, up from $2.33 in 2024; Q4 adjusted EPS $1.39 vs $1.41.
Q3 2025 net loss $29.9M ($0.73/shr) vs net loss $27.2M ($0.71/shr) in Q3 2024.
OPUC approves NW Natural rate case with $20.7M revenue increase, effective Oct 31
Final order on Oct 24 approves stipulations; revenue increase of $20.7M over existing rates.
NW Natural files multi-year Washington rate increase request totaling $42.5M over three years
Filed general rate increase with WUTC on Aug 29, 2025; covers ~98,000 customers (12% of total).
NW Natural Holdings Q2 net loss narrows; reaffirms adjusted EPS guidance $2.75-$2.95
Q2 net loss $0.06 per share; adjusted net income $0.01 per share (vs net loss $0.07 in Q2 2024).
NW Natural files stipulation for $21.3M rate hike vs originally requested $59.4M
Stipulation reduces requested annual revenue increase from $59.4M to $21.3M, including $4.8M for updated depreciation.
NW Natural Holdings Q1 adj EPS $2.28, up 35% YoY; signs $60M Texas gas utility acquisition
Q1 adj EPS $2.28 vs $1.69; net income $87.9M (+$24.1M YoY) on stronger utility and renewables.
NW Natural Holdings 2024 adj EPS $2.33; guides 2025 $2.75-$2.95; closes SiEnergy deal
2024 GAAP net income $78.9M ($2.03/sh); adjusted $90.6M ($2.33/sh), down from $2.59/sh in 2023.
NW Natural Holdings completes acquisition of SiEnergy for $271.1M cash + $156.1M debt
Acquired SiEnergy Operating, LLC for ~$271.1M cash plus assumption of ~$156.1M debt; closed Jan 7, 2025.
NW Natural files $59.4M Oregon rate case; extends credit facilities to 2027
NW Natural subsidiary filed Oregon rate case requesting $59.4M annual revenue increase (~5.79% above current rates).
NW Natural Holdings to acquire SiEnergy for $273M cash + $152M debt
Total consideration ~$425M; expected close Q1 2025, subject to HSR review.
NW Natural Holdings reports Q3 net loss $27.2M, reaffirms FY 2024 EPS guidance $1.94-$2.14
Q3 net loss $27.2M ($0.71/sh) vs loss $23.7M ($0.65/sh) YoY; nine-month net income $33.9M ($0.88/sh) vs $49.2M ($1.37/sh).
OPUC approves $93.3M rate increase; $13.7M charge leads to guidance cut
OPUC approved a $93.3M revenue requirement increase, down from $154.9M requested.
NW Natural Holdings appoints Raymond Kaszuba as SVP & CFO effective Aug 31, 2024
Raymond Kaszuba III named SVP & CFO of NW Natural Holdings and NW Natural, effective August 31, 2024.
NW Natural Holdings Q2 net loss $2.8M, reaffirms FY2024 EPS guidance $2.20-$2.40
Q2 net loss of $2.8M ($0.07/share) vs net income $1.2M ($0.03) in Q2 2023.
NW Natural settles Oregon rate case for $95M revenue increase, down from $154.9M request
Stipulation filed with OPUC provides $95.0M annual revenue increase, including $9.6M for updated depreciation study.
NW Holdings authorizes $150M share buyback; shareholders reelect directors
Board authorized new share repurchase program for up to 5M shares or $150M, replacing prior $100M program that bought 2.1M shares for $83.3M.
CEO David H. Anderson retiring effective April 1, 2025; he led the company since 2016.
NWN Q1 EPS $1.69 down 11% YoY; reaffirms 2024 EPS guidance $2.20-$2.40
Net income $63.8M ($1.69/diluted share) vs $71.7M ($2.01) in Q1 2023, down $7.8M.
NWN reports FY 2023 net income $93.9M ($2.59/sh); Q4 down; FY24 guidance $2.20-$2.40
Full year 2023 net income $93.9M ($2.59/sh) vs $86.3M ($2.54/sh) in 2022; Q4 net income $44.6M ($1.21/sh) down from $47.9M ($1.36/sh).
NW Natural files $154.9M Oregon rate increase request; new rates target Nov 2024
Requested annual revenue increase of $154.9M based on 10.1% ROE, 50% equity capital structure, and $2.14B average rate base.
NW Natural Holdings reports Q3 net loss $0.65/share, reaffirms FY2023 EPS guidance $2.55-$2.75
Q3 net loss $23.7M ($0.65) vs loss $19.6M ($0.56) YoY; YTD net income $49.2M ($1.37) up from $38.4M ($1.14).
Northwest Natural Gas issues $130M in First Mortgage Bonds in two series due 2034 and 2038
Issued $80M of 5.18% First Mortgage Bonds due 2034 and $50M of 5.23% Bonds due 2038 to institutional investors.
NW Natural Holdings Q2 net income $1.2M ($0.03/shr); reaffirms FY23 guidance $2.55-$2.75
Q2 net income $1.2M ($0.03/shr) vs $1.7M ($0.05/shr) in Q2 2022; down 27% YoY.
CFO resigns, interim CFO appointed at Northwest Natural Holding (NWN)
Frank H. Burkhartsmeyer resigned as EVP, Strategy & Business Development and CFO effective July 28, 2023; will stay through Aug. 18 for transition.
NW Natural Holdings Q1 net income up 27.5% to $71.7M; reaffirms FY23 EPS guidance
Q1 net income $71.7M ($2.01 diluted EPS) vs $56.2M ($1.80) a year ago.
Net income $86.3M ($2.54 per share) for 2022, up 10% from $78.7M ($2.56 per share) in 2021; EPS down slightly due to share issuance.
NW Natural issues $230M in first mortgage bonds across three series with rates 5.18%-5.43%
$100M 5.43% Series due 2053, $80M 5.18% Series due 2034, $50M 5.23% Series due 2038.
NW Natural Holdings reports narrower Q3 net loss; reaffirms 2022 EPS guidance $2.45-$2.65
Q3 2022 net loss $19.6M ($0.56/share) vs $20.7M loss ($0.67/share) in Q3 2021.
Timothy P. Boyle and Honorable Dave McCurdy, members of the Board of Directors (Board) of Northwest Natural Holding Company (Company or NW Holdings), each retired from the Board and all committees thereof effective upon the adjournment of the 2025 Annual Meeting of Shareholders of the Company held on May 22, 2025 (2025 Annual Meeting).
Director Kenneth Thrasher additionally departed from the Board of Directors of the Company upon the expiration of his term at the 2025 Annual Meeting.
Timothy P. Boyle and Honorable Dave McCurdy, members of the Board of Directors (Board) of Northwest Natural Holding Company (Company or NW Holdings), each retired from the Board and all committees thereof effective upon the adjournment of the 2025 Annual Meeting of Shareholders of the Company held on May 22, 2025 (2025 Annual Meeting).
the Board of Directors (Board) of NW Natural, on December 12, 2024, elected Kimberly H. Rush to the position of President of NW Natural, effective April 1, 2025.
On August 19, 2024, the Board elected Ms. Mary E. Ludford to the Board of Directors of Northwest Natural Holding Company (NW Holdings or the Company), as a Class III director effective as of such date, for a term expiring at the Company’s 2025 Annual Meeting of Shareholders.
On August 9, 2024, the Boards of Directors (Boards) of Northwest Natural Holding Company (NW Holdings) and Northwest Natural Gas Company (NW Natural) elected Raymond Kaszuba III, to the position of Senior Vice President and Chief Financial Officer of NW Holdings and NW Natural, effective August 31, 2024.
Effective August 31, 2024, the Boards of NW Holdings and NW Natural have reappointed Mr. Brody J. Wilson to the positions of Vice President, Treasurer, Controller and Chief Accounting Officer.
the Boards of NW Holdings and NW Natural designated Mr. Justin B. Palfreyman, President of NW Holdings and NW Natural, as successor to the office of CEO of NW Holdings and NW Natural, upon Mr. Anderson’s retirement.
David H. Anderson, Chief Executive Officer (CEO) of Northwest Natural Holding Company (NW Holdings) and Northwest Natural Gas Company (NW Natural) informed the Board at its May 23, 2024 meeting of his decision to retire from his position as CEO of NW Holdings and NW Natural effective April 1, 2025.
Effective July 28, 2023, the Board of Directors of the Company appointed Brody J. Wilson as interim Chief Financial Officer of NW Holdings and NW Natural in addition to his current roles.
Effective July 28, 2023, Frank H. Burkhartsmeyer, Executive Vice President, Strategy and Business Development and Chief Financial Officer of Northwest Natural Holding Company (NW Holdings) and its wholly owned subsidiary, Northwest Natural Gas Company (NW Natural), voluntarily resigned his officer positions with NW Holdings and NW Natural.
Mr. Justin B. Palfreyman, who is 44, was appointed President of NW Holdings and NW Natural.
Max materiality 0.75 · Median 0.60 · Most common event earnings