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TXNM Energy, Inc. (TXNM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US69349H1077

Sector

Utilities

IPO Date

Aug 10, 1984

Highlights

Market Cap

$3.83B

EPS (TTM)

$0.90

PE Ratio

46.99

PEG Ratio

3.93

Total Revenue (TTM)

$1.53B

Gross Profit (TTM)

$1.01B

EBITDA (TTM)

$736.76M

Year Range

$34.36 - $55.08

Target Price

$45.25

Short %

3.49%

Short Ratio

4.31

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in TXNM Energy, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%NovemberDecember2025FebruaryMarchApril
1,476.98%
3,261.64%
TXNM (TXNM Energy, Inc.)
Benchmark (^GSPC)

Returns By Period

TXNM Energy, Inc. had a return of 10.96% year-to-date (YTD) and 49.95% in the last 12 months. Over the past 10 years, TXNM Energy, Inc. had an annualized return of 10.03%, which was very close to the S&P 500 benchmark's annualized return of 10.21%.


TXNM

YTD

10.96%

1M

0.97%

6M

25.43%

1Y

49.95%

5Y*

9.23%

10Y*

10.03%

^GSPC (Benchmark)

YTD

-5.45%

1M

-0.36%

6M

-4.66%

1Y

8.69%

5Y*

13.87%

10Y*

10.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of TXNM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.83%8.07%2.35%1.16%10.96%
2024-12.91%1.86%3.10%-0.49%3.45%-3.60%13.58%-1.44%6.81%0.36%12.66%0.24%22.99%
20231.41%-0.22%-0.65%-0.38%-4.59%-1.79%-0.62%-0.31%0.68%-4.47%-1.63%0.07%-11.99%
2022-1.75%1.59%5.53%-1.40%1.86%0.53%1.03%-1.03%-3.58%2.39%5.44%-0.43%10.20%
2021-0.02%-0.38%2.17%1.30%-0.49%-0.71%-0.90%3.12%-0.04%1.21%-1.03%-7.37%-3.47%
20207.54%-13.18%-19.29%7.33%0.82%-5.83%9.86%4.19%-5.38%21.73%-1.78%-1.18%-1.74%
20194.37%2.56%8.38%-1.90%2.08%8.07%-2.44%3.31%2.10%0.70%-7.09%4.66%26.50%
2018-5.10%-7.61%8.66%3.66%1.43%-2.63%1.16%-0.35%1.28%-2.64%13.30%-4.93%4.45%
20171.00%5.52%1.93%1.32%3.36%-0.65%4.18%7.04%-4.95%8.32%4.84%-11.10%20.95%
20163.50%1.62%5.64%-5.41%3.66%7.92%-3.05%-6.87%2.93%1.09%-3.80%8.54%15.34%
20153.61%-6.39%2.28%-4.20%-4.28%-7.48%8.07%-2.92%9.53%0.96%3.13%5.41%6.13%
20142.97%6.09%3.37%3.10%2.82%3.06%-11.94%2.18%-4.96%16.58%0.38%2.31%26.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, TXNM is among the top 4% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TXNM is 9696
Overall Rank
The Sharpe Ratio Rank of TXNM is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of TXNM is 9595
Sortino Ratio Rank
The Omega Ratio Rank of TXNM is 9595
Omega Ratio Rank
The Calmar Ratio Rank of TXNM is 9393
Calmar Ratio Rank
The Martin Ratio Rank of TXNM is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for TXNM Energy, Inc. (TXNM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for TXNM, currently valued at 2.36, compared to the broader market-2.00-1.000.001.002.003.00
TXNM: 2.36
^GSPC: 0.52
The chart of Sortino ratio for TXNM, currently valued at 3.17, compared to the broader market-6.00-4.00-2.000.002.004.00
TXNM: 3.17
^GSPC: 0.86
The chart of Omega ratio for TXNM, currently valued at 1.43, compared to the broader market0.501.001.502.00
TXNM: 1.43
^GSPC: 1.13
The chart of Calmar ratio for TXNM, currently valued at 1.95, compared to the broader market0.001.002.003.004.005.00
TXNM: 1.95
^GSPC: 0.54
The chart of Martin ratio for TXNM, currently valued at 15.73, compared to the broader market-5.000.005.0010.0015.0020.00
TXNM: 15.73
^GSPC: 2.16

The current TXNM Energy, Inc. Sharpe ratio is 2.36. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of TXNM Energy, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
2.36
0.52
TXNM (TXNM Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

TXNM Energy, Inc. provided a 2.97% dividend yield over the last twelve months, with an annual payout of $1.59 per share. The company has been increasing its dividends for 15 consecutive years.


2.20%2.40%2.60%2.80%3.00%3.20%3.40%3.60%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.59$1.55$1.47$1.39$1.31$1.23$1.16$1.06$0.97$0.88$0.80$0.74

Dividend yield

2.97%3.16%3.54%2.85%2.88%2.54%2.29%2.58%2.40%2.57%2.62%2.50%

Monthly Dividends

The table displays the monthly dividend distributions for TXNM Energy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.41$0.00$0.00$0.41$0.82
2024$0.00$0.39$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$1.55
2023$0.00$0.37$0.00$0.37$0.00$0.00$0.00$0.37$0.00$0.37$0.00$0.00$1.47
2022$0.00$0.35$0.00$0.35$0.00$0.00$0.00$0.35$0.00$0.35$0.00$0.00$1.39
2021$0.00$0.33$0.00$0.33$0.00$0.00$0.00$0.33$0.00$0.33$0.00$0.00$1.31
2020$0.31$0.00$0.00$0.31$0.00$0.00$0.00$0.31$0.00$0.31$0.00$0.00$1.23
2019$0.29$0.00$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.29$0.00$0.00$1.16
2018$0.27$0.00$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.06
2017$0.24$0.00$0.00$0.24$0.00$0.00$0.00$0.24$0.00$0.24$0.00$0.00$0.97
2016$0.22$0.00$0.00$0.22$0.00$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.88
2015$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.80
2014$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.74

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
TXNM: 3.0%
TXNM Energy, Inc. has a dividend yield of 2.97%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
TXNM: 56.0%
TXNM Energy, Inc. has a payout ratio of 56.04%, which is quite average when compared to the overall market. This suggests that TXNM Energy, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.60%
-9.49%
TXNM (TXNM Energy, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the TXNM Energy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the TXNM Energy, Inc. was 80.01%, occurring on Mar 6, 2009. Recovery took 1254 trading sessions.

The current TXNM Energy, Inc. drawdown is 0.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.01%Apr 26, 2007470Mar 6, 20091254Feb 28, 20141724
-75.88%Mar 16, 1987978Jan 24, 19912469Oct 31, 20003447
-51.04%May 11, 2001298Jul 23, 2002542Sep 16, 2004840
-46.35%Feb 19, 202023Mar 20, 20201177Nov 21, 20241200
-25.16%Dec 4, 201746Feb 8, 2018211Dec 11, 2018257

Volatility

Volatility Chart

The current TXNM Energy, Inc. volatility is 10.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.29%
14.11%
TXNM (TXNM Energy, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of TXNM Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of TXNM Energy, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 1.4% positive surprise.

0.000.501.001.50AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.17
1.41
Actual
Estimate

Valuation

The Valuation section provides an overview of how TXNM Energy, Inc. is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0
TXNM: 47.0
The chart displays the Price-to-Earnings (P/E) ratio for TXNM, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, TXNM has a P/E ratio of 47.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
1.02.03.04.0
TXNM: 3.9
The chart shows the Price/Earnings to Growth (PEG) ratio for TXNM compared to other companies in the Utilities - Regulated Electric industry. TXNM currently has a PEG ratio of 3.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
TXNM: 2.1
This chart shows the Price-to-Sales (P/S) ratio for TXNM relative to other companies in the Utilities - Regulated Electric industry. Currently, TXNM has a P/S ratio of 2.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
TXNM: 1.6
The chart illustrates the Price-to-Book (P/B) ratio for TXNM in comparison with other companies in the Utilities - Regulated Electric industry. Currently, TXNM has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items