Market Cap
$5.9B
SWX
Southwest Gas Holdings, Inc.
$82.62 ▲ +1.05%
Prev close $81.76Market cap$5.9B
ConsensusStrong Buy
12-mo target$100.63 (+21.8%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Traditional Energy
Snapshot
The big-picture read on SWX right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$5.0B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $204.5K sell
Insider Net $
-$204.5K
SEC Reports
4
Price chart 30d -7.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 Insider
Williams Julie M. sold 2,500 shares
SVP/Cont. Improvement and Opt. @ $81.81 ($204.5K)
Sep 8, 2026 other
Jul 15, 2026 SEC Southwest Gas Holdings Releases 2025 Sustainability Report
Report highlights sustainability in action through investments that strengthen safety and reliabilit
Southwest Gas Holdings reported Q1 2026 EPS of $1.91, a 337.7% beat vs the $0.44 consensus, driven by strong operational
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
Corvex Management LP — TRIM
3,208,538 shares ($284.5M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
948,095 shares ($84.1M)
May 7, 2026 Insider
Kim Leezie was granted 1,196.37 shares
Director
May 7, 2026 Insider
May 5, 2026 SEC Carson Molly R. was granted 1,196.37 shares
Director
Southwest Gas Holdings reported Q1 2026 EPS from continuing operations of $1.91, slightly above the $1.86 reported in Q1
8-K — Impact 4/10
Analyst ratings buy % +22.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 9, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 12, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| May 7, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| May 6, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 5 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 7 | 5 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 7 | 5 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 7 | 5 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 7 | 3 | 2 | 0 | 0 | 83% |
Price targets
Where 8 covering analysts think SWX trades over the next 12 months.
$100.63 +21.8% upside Strong Buy
Current$82.62 Low$91.00 Median$102.50 High$107.00 8 analysts
$91.00$107.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 5.3/10.
BULLISHPRESS-RELEASE7/10
Southwest Gas Holdings reported Q1 2026 EPS of $1.91, a 337.7% beat vs the $0.44 consensus, driven b
Jul 15, 2026
NEUTRAL8-K4/10
Southwest Gas Holdings reported Q1 2026 EPS from continuing operations of $1.91, slightly above the
May 5, 2026
NEUTRALDEFA14A2/10
Southwest Gas Holdings, Inc. filed a Definitive Additional Materials (DEFA14A) related to a sharehol
Mar 23, 2026
BULLISH8-K8/10
Southwest Gas Holdings reported strong 2025 financial results, with adjusted net income of $284M exc
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
other
Southwest Gas Holdings Releases 2025 Sustainability Report
Report highlights sustainability in action through investments that strengthen safety and reliability, improve customer experience, and support commun
Aug 14, 2026
short_interest_report
Short Interest: SWX up 20% to 2.3M shares
Settlement 2026-08-14 | Days to cover: 4.89 | ≈3.18% of shares outstanding (est.)
Aug 11, 2026
earnings_calendar
SWX Q2 2026 Earnings Scheduled — 2026-08-11
Jul 15, 2026
earnings
Southwest Gas Holdings Declares Third Quarter 2026 Dividend
LAS VEGAS, July 15, 2026 /PRNewswire/ -- The Board of Directors for Southwest Gas Holdings, Inc. ("Southwest Gas") (NYSE: SWX) has declared the follow
Jun 30, 2026
short_interest_report
Short Interest: SWX up 31% to 2.2M shares
Settlement 2026-06-30 | Days to cover: 2.49 | ≈3.00% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.20 | $0.12–$0.35 | 236.1% | +4.1% | 2↑ 0↓ | $0.3B | 5 |
| Next Q | $1.71 | $1.54–$1.85 | 25.8% | -0.1% | 1↑ 2↓ | $0.5B | 5 |
| Current FY | $4.26 | $4.20–$4.32 | 16.7% | +0.2% | 2↑ 0↓ | $1.9B | 8 |
| Next FY | $4.95 | $4.50–$5.19 | 16.3% | +0.3% | 4↑ 1↓ | $2.0B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.202 | — |
| 7d ago | $0.202 | — |
| 30d ago | $0.194 | +0.008 |
| 60d ago | $0.108 | +0.093 |
| 90d ago | $0.095 | +0.107 |
Institutional ownership
Which big funds own SWX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.0B total value (55,934,779 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,181,201 | $991.5M | 20.0% | — |
| FMR LLC | 5,575,126 | $494.4M | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,973,510 | $352.4M | 7.1% | — |
| Corvex Management LP | 3,208,538 | $284.5M | 5.7% | TRIM -25.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,047,616 | $270.3M | 5.4% | — |
| STATE STREET CORP | 2,607,181 | $231.2M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,086,964 | $185.1M | 3.7% | — |
| MAVERICK CAPITAL LTD | 1,889,558 | $167.6M | 3.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,603,686 | $142.2M | 2.9% | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,354,517 | $120.1M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corvex Management LP | TRIM | 4,318,161 | 3,208,538 | -25.7% | $284.5M |
| NORGES BANK | NEW | — | 948,095 | — | $84.1M |
| GOLDMAN SACHS GROUP INC | ADD | 695,594 | 869,554 | +25.0% | $77.1M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 484,552 | 615,366 | +27.0% | $54.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 271,861 | 584,747 | +115.1% | $51.9M |
| MORGAN STANLEY | TRIM | 670,343 | 457,850 | -31.7% | $40.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 52,218 | 424,659 | +713.2% | $37.7M |
| Point72 Asset Management, L.P. | TRIM | 514,794 | 333,470 | -35.2% | $29.6M |
| UBS Group AG | TRIM | 393,500 | 269,891 | -31.4% | $23.9M |
| CITADEL ADVISORS LLC | TRIM | 435,739 | 236,396 | -45.7% | $21.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 36 transactions. Net -$204.5K — $0.00 bought, $204.5K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Williams Julie M. | SVP/Cont. Improvement and Opt. | SELL | 2,500 | $81.81 | $204.5K |
| May 7, 2026 | Kim Leezie | Director | AWARD | 1,196.37 | — | — |
| May 7, 2026 | Carson Molly R. | Director | AWARD | 1,196.37 | — | — |
| Feb 27, 2026 | Mazzeo Catherine M | SVP/Chief Legal/Comp. Officer | TAX W/H | 543.737 | $80.02 | $43.5K |
| Feb 27, 2026 | Timperley Amy L. | SVP/Chief Reg. & Public Aff. | TAX W/H | 1,182.367 | $80.02 | $94.6K |
| Feb 27, 2026 | Brown Justin L | President/Southwest Gas Corp. | TAX W/H | 6,838.144 | $80.02 | $547.2K |
| Feb 27, 2026 | Haller Karen S | President and CEO | TAX W/H | 13,105.277 | $80.02 | $1.0M |
| Feb 27, 2026 | Gabe Randall P. | SVP/Chief Administrative OFC | TAX W/H | 2,171.878 | $80.02 | $173.8K |
| Feb 27, 2026 | Brown Justin L | President/Southwest Gas Corp. | TAX W/H | 3,208.776 | $87.60 | $281.1K |
| Feb 27, 2026 | Forsberg Justin S | SVP/Chief Financial Officer | TAX W/H | 519.918 | $80.02 | $41.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SWX.
Shares short
2,210,897
Settlement Sep 15, 2026
Change vs prior
+15.2%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All SWX filing & press-release reports (4)
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportMar 23, 2026
- 8-K reportFeb 25, 2026