Core Insights - Regency Capital Management Inc. sold its entire position in Northwest Natural Holding Company, liquidating 74,078 shares for an estimated value of $2.94 million as of October 20, 2025 [2][3][10] Company Overview - Northwest Natural Holding Company operates as a regulated utility focused on natural gas distribution and storage, along with water utility and renewable energy operations [5][6] - The company serves approximately 786,000 gas meters and provides water to about 80,000 people through roughly 33,000 water and wastewater connections in the Pacific Northwest and Texas [6][7] - Financial metrics include a revenue of $1.24 billion, net income of $103.25 million, and a dividend yield of 4.10% as of October 20, 2025 [4] Recent Performance - As of October 20, 2025, shares of NWN were priced at $46.66, reflecting a 15.2% increase over the past year, outperforming the S&P 500 by 5.43 percentage points [3][10] - Over the last three years, NWN shares generated a total return of only 18%, with a compound annual growth rate (CAGR) of 5.8%, significantly lagging behind the Utilities Select Sector SPDR Fund (54% total return, 15.5% CAGR) and the S&P 500 (84% total return, 22.6% CAGR) [11]

Group 1 - Energy-related stocks can be vulnerable to global market volatility and geopolitical disruptions, but some companies thrive due to consistent demand in household and business-staple niches [1] - Northwest Natural Holding Company is highlighted as an example of a company that performs well regardless of macroeconomic conditions [1] Group 2 - The analyst has been involved in stock investing and macroeconomic analysis for nearly a decade, focusing on various sectors including banks, telecommunications, logistics, and hotels [1] - The analyst's experience includes trading in both the ASEAN and US markets, with a diversified portfolio across different industries and market capitalizations [1]

Core Insights - Energy-related stocks can be affected by global market volatility and geopolitical disruptions, but some companies, like Northwest Natural Holding Company, can thrive due to consistent demand in household and business staple niches [1] Group 1: Market Dynamics - Energy stocks are typically vulnerable to global market fluctuations and geopolitical events [1] - Certain companies in the energy sector maintain strong performance due to their positioning in essential markets with stable demand [1] Group 2: Investment Strategy - The article highlights the importance of portfolio diversification, suggesting that investors should consider stocks in various sectors rather than concentrating solely on banks and properties [1] - The author emphasizes the value of engaging in stock markets for long-term financial growth, including retirement planning and trading profits [1]

Core Points - Northwest Natural Holding Company (NW Natural Holdings) will release its third quarter and year-to-date 2025 earnings on November 5, 2025, at 8 a.m. Pacific Time [1] - The company has been in operation for over 166 years and is headquartered in Portland, Oregon [3] - NW Natural Holdings provides essential energy, water, and wastewater services to over one million meters across seven states [4] Company Overview - NW Natural Holdings owns several subsidiaries, including Northwest Natural Gas Company, SiEnergy Operating, NW Natural Water Company, and NW Natural Renewables [3] - The NWN Gas Utility serves approximately 2 million people through about 807,000 meters in Oregon and Southwest Washington, with a modern pipeline system and 21.6 Bcf of underground gas storage capacity [5] - SiEnergy Gas Utility is one of the fastest-growing natural gas distribution utilities in the U.S., serving over 83,000 meters in Texas [6] - NWN Water Utility provides water distribution and wastewater services to around 195,000 people through approximately 78,600 meters, along with operation and maintenance services to an additional 40,000 connections [7] - NWN Renewables focuses on leading the energy transition by providing renewable fuels [8]

Core Points - Northwest Natural Holding Company has increased its quarterly dividend to 49.25 cents per share, with an annual dividend rate of $1.97 per share [1] - The dividend payment is scheduled for November 14, 2025, to shareholders of record on October 31, 2025 [1] Company Overview - Northwest Natural Holding Company is headquartered in Portland, Oregon, and has been in operation for over 166 years, owning several subsidiaries including NW Natural Gas Company, SiEnergy Operating, NW Natural Water Company, and NW Natural Renewables [1][2] - The company provides essential energy, water, and wastewater services to over one million meters across seven states, emphasizing safety, environmental stewardship, and community care [2] Natural Gas Utility - NW Natural Gas Utility serves approximately 2 million people in over 140 communities through about 807,000 meters in Oregon and Southwest Washington, featuring one of the most modern pipeline systems in the nation [3] - The utility owns and operates 21.6 billion cubic feet (Bcf) of underground gas storage capacity in Oregon [3] Water Utility - NWN Water Utility offers water distribution and wastewater services to communities in the Pacific Northwest, Texas, Arizona, and California, serving an estimated 195,000 people through approximately 78,600 meters [5] - The utility also provides operation and maintenance services to an additional 40,000 connections [5] Growth and Recognition - SiEnergy Gas Utility is recognized as one of the fastest-growing natural gas distribution utilities in the nation, serving over 83,000 meters in the metropolitan areas of Houston, Dallas, and Austin, Texas [4] - The company has been recognized by Ethisphere as one of the World's Most Ethical Companies for four consecutive years and consistently achieves high customer satisfaction scores according to J.D. Power & Associates [2]

Economic Overview - Consumer confidence fell to 94.2 in September, a decline of 3.6 points month over month, missing the consensus estimate of 96 [4] - The Present Situation Index dropped 7 points to 125.4, indicating a negative assessment of current business and labor market conditions [4] - Short-term expectations for income, business conditions, and employment declined to 74.8, with readings below 80 suggesting a higher risk of recession [5] - Concerns over a shrinking labor market have negatively impacted consumer confidence, with job availability assessments declining for nine consecutive months [5] - High prices of goods, exacerbated by tariffs, continue to pressure consumer spending, while inflation remains a concern [6] Investment Recommendations - It is advisable to invest in safe-haven defensive stocks from the utility sector, including Atmos Energy Corporation (ATO), Consolidated Water Co. Ltd. (CWCO), NorthWestern Energy Group, Inc. (NWE), and Northwest Natural Holding Company (NWN), all carrying a Zacks Rank 2 (Buy) [2] - Recommended stocks are categorized as low-beta (beta greater than 0 but less than 1), suggesting a focus on low-beta stocks with high dividend yields and favorable Zacks Ranks [3] Company Profiles - **Atmos Energy Corporation (ATO)**: Engaged in regulated natural gas distribution and storage, serving approximately 3.3 million customers across eight states. Expected earnings growth rate is 7.3% for the current year, with a current dividend yield of 2.05% and a beta of 0.75 [7][8] - **Consolidated Water Co. Ltd. (CWCO)**: Focuses on seawater desalination and water distribution in areas with scarce potable water. Expected earnings growth rate is 0.9% for the current year, with a current dividend yield of 1.60% and a beta of 0.58 [9][10] - **NorthWestern Energy Group, Inc. (NWE)**: Provides reliable energy to customers in Montana, South Dakota, and Nebraska. Expected earnings growth rate is 5.6% for the current year, with a current dividend yield of 4.54% and a beta of 0.40 [11][12] - **Northwest Natural Holding Company (NWN)**: Builds and maintains natural gas distribution systems, serving residential, commercial, and industrial customers. Expected earnings growth rate is 25.3% for the current year, with a current dividend yield of 4.37% and a beta of 0.59 [13][14]

Core Viewpoint - Northwest Natural Holding Company has appointed Kyra Patterson as its Chief People Officer, effective September 8, 2025, bringing significant experience from her previous role at Avangrid [1] Company Summary - Kyra Patterson previously served as Chief Human Relations Officer at Avangrid, a utility services company with approximately 3.1 million customers across New York, Connecticut, Massachusetts, and Maine [1] - Patterson has a background as a former nuclear officer in the United States Navy, indicating a diverse and robust professional history [1]

Group 1 - The article discusses the investment potential of Northwest Natural (NWN), highlighting its growing water utility subsidiary as a key area of opportunity [1] - The author expresses a bullish outlook on Northwest Natural, suggesting that the market may be undervaluing the company's prospects [1] - The investment group led by Ian Bezek offers various features including market analysis, trade alerts, and direct access to the author for members [1] Group 2 - Ian Bezek has a background as a hedge fund analyst and has extensive experience conducting research in Latin American markets [2] - The focus of the analysis includes high-quality compounders and growth stocks available at reasonable prices in both the US and developed markets [2]

Group 1 - The article promotes Ian's Insider Corner, which offers access to investment reports, trade alerts, and a chat room for members [1] - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality growth stocks [2] Group 2 - The article includes a disclosure stating that the author has a beneficial long position in specific stocks and expresses personal opinions [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a Free Two-Week Trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - Successful investing can be achieved through less popular picks that perform well in both bull and bear markets [2] - The article emphasizes the importance of individual research and due diligence before making investment decisions [3]