TXNM Energy, Inc. (TXNM) Stock

TXNM Energy, Inc. (TXNM) is a Utilities stock trading at $57.22 (as of 2026-08-21), with a market capitalization of $6.33B and a trailing P/E of 38.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

TXNM Energy, Inc., through its subsidiaries, provides electricity and electric services in the United States. It operates through Public Service Company of New Mexico (PNM) and Texas-New Mexico Power Company (TNMP) segments. The PNM segment engages in the generation, transmission, and distribution of electricity. The segment owns and leases communications, office and other equipment, office space, vehicles, and real estate. It generates electricity using coal, natural gas and oil, and nuclear fuel and waste, as well as solar, wind, geothermal, and battery storage energy sources. The TNMP segment provides regulated transmission and distribution services. The segment also owns and leases vehicles, service facilities, and office locations throughout its service territory. The company serves residential, commercial, and industrial customers and end-users of electricity in New Mexico and Texas. The company was formerly known as PNM Resources, Inc and changed its name to TXNM Energy, Inc. in August 2024. TXNM Energy, Inc. was founded in 1882 and is based in Albuquerque, New Mexico.

Understand TXNM Energy, Inc.: how it makes money

TXNM Energy provides electricity and electric services in the United States, generating, transmitting, and distributing power, and also owns and leases related communications, office, and real estate assets.

TXNM's profit engine is tied to meeting electricity demand (system peak and data center load) while scaling its generation and capacity additions (solar and storage).

Business quality (Weak): We have a reported operating margin of 15.3% for the quarter ended 2026-03-31 and several demand and capacity KPIs, but this dataset does not include segment revenue or other regulated financial drivers, so the view into what specifically drives earnings is limited.

Valuation: At 42× earnings, TXNM trades 91% above the Utilities average (22×). Note: one-time items can distort reported P/E.

Bull case

  • Demand indicators: System peak increased, with Texas-New Mexico Power Company System Peak at 22.0 percent.
  • Incremental load: Texas-New Mexico Power Company Data Center Load is reported at 400.0 count, supporting load visibility.

Bear case

  • Capital intensity and execution risk: The company adds resources such as solar and storage (Additional Solar and Storage Added at 450.0 count), which can create execution and timing risk if additions do not align with demand needs.
  • Complex generation mix: Electricity is generated using multiple sources including coal, natural gas and oil, nuclear fuel and waste, and also solar, wind, geothermal, and battery storage, which can increase operational and fuel management complexity.
Valuation — source: SEC EDGAR (first-party)
Price$57.22
Market Cap$6.33B
P/E Ratio38.4
EV / EBITDA12.4
Price / Book1.80
Price / Sales2.90
FCF Yield-9.0%
DCF Value (model)$29.73
DCF Upside vs Price-48.0%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.17B
Net Margin7.8%
Revenue Growth (YoY)4.6%
EPS Growth (YoY)-70.0%
FCF Growth (YoY)-20.8%
Financial Health — source: SEC EDGAR
Altman Z-Score0.79 (distress)
Valuation vs Sector & Industry
Stock P/E38.4
Sector P/E (Utilities)20.8
Industry P/E (Utilities)20.1
vs Sector84.2%
vs Industry91.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($781.07M)
Institutional Holders Tracked10
Congressional Trades (recent)1
Company
SectorUtilities
IndustryUtilities
CEOJoseph D. Tarry
Employees1,695
CountryUS
IPO Date1973-02-21

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TXNM earnings history · TXNM institutional & insider holders · TXNM KPIs & operating metrics · TXNM financials · TXNM investor presentations & press releases · TXNM SEC filings · TXNM peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.