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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
10/28/2026: TXNM (3-star) is a STRONG-BUY. BUY for 40 days. Simulated Profits (1.65%). Updated daily EoD!
TXNM Energy, Inc. is a regulated electric utility operating primarily in New Mexico and Texas. The stock is best suited for income-oriented or value-conscious investors due to its stable, rate-regulated revenue model and consistent dividend history. Its primary growth opportunity lies in grid modernization and the transition to renewable energy assets, while its main risks include regulatory rate case outcomes, interest rate sensitivity, and significant capital expenditure requirements. As a utility, it provides lower-volatility exposure compared to broader market indices, though it remains sensitive to the regulatory climate. Investors should monitor developments in infrastructure investment plans and state regulatory commission rulings for long-term guidance.
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 | The company offers moderate, predictable growth through infrastructure investment rather than high-growth potential. |
| Momentum investor | Weak fit | Utility stocks typically do not exhibit the rapid price appreciation patterns favored by momentum strategies. |
| Value investor | Strong fit | As a stable, regulated utility, it often appeals to value investors seeking consistent fundamentals and reasonable valuations. |
| Dividend investor | Strong fit | The company provides a reliable dividend stream typical of the regulated utility sector. |
| Low-risk investor | Strong fit | Its regulated business model tends to exhibit lower volatility compared to the broader market. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | Regulated utilities generally offer lower stock price volatility than growth-oriented sectors. |
| Valuation risk | Medium | Utility valuations are sensitive to interest rate changes, which can impact their relative attractiveness. |
| Competition risk (Regulatory) | Medium | While direct competition is limited, regulatory shifts can materially affect profit margins. |
| Business quality | Strong | The company benefits from a protected, essential-service business model with predictable cash flows. |
| Dividend income | Medium | Dividend sustainability depends on regulatory approvals for rate increases to cover costs. |
| Execution risk | Medium | Successful execution of large-scale infrastructure and energy transition projects is required to drive growth. |
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 26.03% | Avg. Invested days 79 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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 6.46B USD | Price to earnings Ratio 33.7 | 1Y Target Price 60.7 |
Price to earnings Ratio 33.7 | 1Y Target Price 60.7 | ||
Volume (30-day avg) 1.5M shares | Beta 0.17 | 52 Weeks Range 54.84 - 58.71 | Updated Date 10/28/2026 |
52 Weeks Range 54.84 - 58.71 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 2.87% | Basic EPS (TTM) 1.74 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Regulated Electricity Utility | Generation, transmission, and distribution revenue regulated by state commissions. | Revenue is earned by providing essential power services at rates approved by regulators. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-30 | When Before Market | Estimate 1.5 | Actual - |
Profitability
Profit Margin 8.77% | Operating Margin (TTM) 22.48% |
Management Effectiveness
Return on Assets (TTM) 2.26% | Return on Equity (TTM) 6.25% |
Valuation
Trailing PE 33.7 | Forward PE 18.02 | Enterprise Value 12.37B | Price to Sales(TTM) 2.89 |
Enterprise Value 12.37B | Price to Sales(TTM) 2.89 | ||
Enterprise Value to Revenue 5.54 | Enterprise Value to EBITDA 12.25 | Shares Outstanding 110.13M | Shares Floating 81.86M |
Shares Outstanding 110.13M | Shares Floating 81.86M | ||
Percent Insiders 0.98 | Percent Institutions 103.2 |
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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