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Upturn AI Summary - About
TXNM Energy, Inc.(TXNM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for TXNM
10/13/2026: TXNM (3-star) is a STRONG-BUY. BUY for 29 days. Simulated Profits (0.79%). Updated daily EoD!
TXNM Energy, Inc. is a regulated electric utility company operating primarily in New Mexico and Texas. It benefits from a stable, predictable business model centered on long-term infrastructure investment, making it a suitable choice for income-oriented and lower-risk investors. The company's primary growth story revolves around grid modernization and the energy transition, which provide opportunities for rate base expansion. However, the company faces risks related to regulatory outcomes, capital expenditure demands, and environmental factors that could impact costs. Overall, investors should monitor the company's ability to secure favorable rate adjustments and execute its capital investment plans to maintain steady growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Utility growth is typically moderate and dependent on rate base expansion rather than explosive revenue growth. |
| Momentum investor | Weak fit | This stock is generally characterized by low volatility and slow, steady price movement. |
| Value investor | Mixed fit | Valuation is often tied to interest rate environments and regulatory outcomes rather than traditional value metrics. |
| Dividend investor | Strong fit | The company provides a reliable dividend stream typical of established, regulated utility providers. |
| Low-risk investor | Strong fit | Regulated utilities are generally considered lower-risk, defensive assets in a diversified portfolio. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | Regulated utilities typically exhibit lower beta and price swings compared to the broader market. |
| Valuation risk | Medium | Changes in interest rates can significantly impact the valuation multiples of utility stocks. |
| Competition risk (Regulatory framework) | Medium | Utility competition is limited by geography, but regulatory frameworks determine profitability. |
| Business quality | Medium / high | The company benefits from long-term, predictable revenue models. |
| Dividend income | Medium | Dividend security depends on consistent cash flow and regulatory support for rate recovery. |
| Execution risk | Medium | Success depends on the effective execution of long-term capital-intensive infrastructure projects. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 24.95% | Avg. Invested days 78 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.43B USD | Price to earnings Ratio 33.57 | 1Y Target Price 60.7 |
Price to earnings Ratio 33.57 | 1Y Target Price 60.7 | ||
Volume (30-day avg) 1.7M shares | Beta 0.17 | 52 Weeks Range 55.20 - 59.10 | Updated Date 10/13/2026 |
52 Weeks Range 55.20 - 59.10 | Updated Date 10/13/2026 | ||
Dividends yield (FY) 2.86% | Basic EPS (TTM) 1.74 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| PNM (New Mexico) | Regulated electricity sales, generation, and transmission. | The company earns money by charging customers regulated rates for the electricity they use in New Mexico. |
| TNMP (Texas) | Regulated transmission and distribution services. | Revenue is earned by charging for the use of the infrastructure that moves power in parts of Texas. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 33.57 | Forward PE 17.99 | Enterprise Value 12.36B | Price to Sales(TTM) 2.88 |
Enterprise Value 12.36B | Price to Sales(TTM) 2.88 | ||
Enterprise Value to Revenue 5.53 | Enterprise Value to EBITDA 12.24 | Shares Outstanding 110.13M | Shares Floating 81.86M |
Shares Outstanding 110.13M | Shares Floating 81.86M | ||
Percent Insiders 0.98 | Percent Institutions 103.09 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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