STOCK TITAN

TNMP Files Comprehensive Rate Settlement

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TNMP, a TXNM Energy (NYSE: TXNM) subsidiary, filed a comprehensive base rate settlement with the Public Utility Commission of Texas. The agreement provides recovery of a $2.8 billion rate base as of June 30, 2025, with a 9.65% ROE and 45% equity ratio.

The settlement also includes $20.5 million in Hurricane Beryl restoration cost recovery via a rate rider over five years, is supported or unopposed by multiple stakeholder groups, and remains subject to PUCT approval, with final rates relating back to May 22, 2026.

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AI-generated analysis. Not financial advice.

Positive

  • Recovery of $2.8 billion filed rate base as of June 30, 2025
  • Continuation of 9.65% authorized return on equity and 45% equity ratio
  • $20.5 million Hurricane Beryl restoration costs recoverable via rate rider over five years
  • Settlement joined or not opposed by numerous customer, industry, and advocacy parties

Negative

  • Increased operations and maintenance costs and tax amortization changes only partially offset by depreciation adjustments
  • Settlement outcomes remain uncertain because final approval by the Public Utility Commission of Texas is still required

Key Figures

TNMP rate base: $2.8 billion Return on equity: 9.65% Equity ratio: 45% +5 more
8 metrics
TNMP rate base $2.8 billion Filed rate base as of June 30, 2025 under settlement
Return on equity 9.65% Currently authorized ROE continued under settlement
Equity ratio 45% Regulatory capital structure maintained under settlement
Hurricane Beryl recovery $20.5 million Rate rider recovery over five years under settlement
Interim rate date May 22, 2026 Final approved rates relate back to this date
Preferred dividend $1.145 per share Quarterly dividend on 4.58% preferred, July 15, 2026 payment
Convertible notes principal $95,022,000 5.75% Convertible Notes held by selling shareholders in shelf filing
Blackstone merger price $61.25 per share Proposed cash acquisition price referenced in filings

Market Reality Check

Price: $59.21 Vol: Today’s volume 867,348 vs...
low vol
$59.21 Last Close
Volume Today’s volume 867,348 vs 20-day average 1,463,656 indicates lighter-than-normal trading. low
Technical Price 59.41 is slightly below the 52-week high 59.53 and above the 200-day MA 58.2.

Peers on Argus

TXNM slipped -0.12% while peers were mixed: ENIC +1.18%, IDA -2.31%, POR -0.49%,...

TXNM slipped -0.12% while peers were mixed: ENIC +1.18%, IDA -2.31%, POR -0.49%, NWE -2.09%, OGE -1.35%, suggesting a stock-specific day rather than a broad utility move.

Historical Context

5 past events · Latest: May 21 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
May 21 Preferred dividend Positive +0.0% Subsidiary declared regular quarterly dividend on cumulative preferred shares.
May 01 Earnings update Neutral +0.2% Reported Q1 2026 EPS and updated multi-year capital and rate base plans.
Feb 27 Preferred dividend Positive +0.3% Announced regular quarterly dividend on a preferred stock series with set dates.
Feb 27 Results & merger Negative -0.2% 2025 EPS declined while advancing proposed Blackstone acquisition and regulatory filings.
Feb 26 Common dividend Positive -0.2% Board declared regular quarterly common stock dividend with specified record and pay dates.
Pattern Detected

Recent news has generally produced modest price moves, with both earnings and dividend announcements followed by relatively small reactions, indicating a historically muted trading response to company updates.

Recent Company History

Over the past few months, TXNM’s news flow centered on dividends, earnings, and regulatory or transaction updates. Dividend declarations on Feb 26 and Feb 27 had small negative or slightly positive reactions, while the May 1 Q1 2026 earnings report and capital plan update saw a modest 0.24% gain. The Feb 27 2025 results and Blackstone merger update, which also referenced TNMP’s $2.8B base rate request, produced a small decline, consistent with the stock’s typically subdued responses to material developments.

Regulatory & Risk Context

Active S-3 Shelf
Shelf Active
Active S-3 Shelf Registration 2025-08-08

TXNM has an effective S-3ASR shelf dated 2025-08-08 registering resale of 3,615,003 previously issued common shares in a secondary offering. Proceeds from any such sales go to selling shareholders, and TXNM indicated it will not receive proceeds from these resales.

Market Pulse Summary

This announcement details a comprehensive TNMP rate settlement that preserves recovery of a $2.8 bil...
Analysis

This announcement details a comprehensive TNMP rate settlement that preserves recovery of a $2.8 billion rate base, maintains a 9.65% ROE and 45% equity ratio, and adds $20.5 million in Hurricane Beryl cost recovery over five years, all subject to PUCT approval. It follows earlier disclosures of the same base rate request. Investors may watch the final PUCT order, any changes to these terms, and how they interact with TXNM’s ongoing merger and capital investment plans.

Key Terms

rate base, return on equity, rate rider, Public Utility Commission of Texas
4 terms
rate base financial
"TNMP recovers its filed rate base of $2.8 billion as of June 30, 2025"
Rate base is the dollar value of the physical assets and capital a regulated utility uses to deliver its service — things like power plants, pipes, or equipment. Regulators use that value as the starting point to set prices the utility can charge by allowing a specific percentage return on that base, so a larger or higher-valued rate base usually means higher permitted revenues and therefore directly affects investor earnings and the company's ability to raise capital.
return on equity financial
"continues the currently authorized return on equity of 9.65% and 45% equity ratio"
Return on equity shows how effectively a company uses its shareholders' money to generate profit. It is calculated by dividing the company's net profit by its shareholders' equity, indicating how much profit is earned for each dollar invested by owners. Higher return on equity suggests the company is good at turning investments into earnings, which can be an important factor for investors assessing its profitability and efficiency.
rate rider financial
"implement $20.5 million in rate rider recovery associated with Hurricane Beryl"
A rate rider is a temporary adjustment added to a regulated utility’s base price to recover or return specific costs—such as fuel, infrastructure upgrades, or storm repairs—outside the normal rate-setting process. For investors, riders matter because they change a utility’s near-term revenue and cash flow without waiting for a full rate case, much like a surcharge on a bill that passes certain costs directly through to customers and can affect profitability and regulatory risk.
Public Utility Commission of Texas regulatory
"base rate review pending before the Public Utility Commission of Texas (PUCT)"
State agency that oversees and sets rules for utilities—mainly electricity, and certain telecommunications and water services—within Texas. Think of it as a referee and rulebook keeper that approves rates, enforces reliability and safety standards, and decides whether infrastructure projects move forward; its decisions can change utility revenues, costs and operational risk, so investors watch it closely for signals about future profits and regulatory exposure.

AI-generated analysis. Not financial advice.

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ALBUQUERQUE, N.M., May 29, 2026 /PRNewswire/ -- TNMP, the wholly-owned subsidiary of TXNM Energy (NYSE: TXNM) in Texas, filed a comprehensive settlement in its base rate review pending before the Public Utility Commission of Texas (PUCT). The settlement supports TNMP's continued ability to power growth in Texas with a reliable, resilient grid.

Under the terms of the settlement, TNMP recovers its filed rate base of $2.8 billion as of June 30, 2025, and continues the currently authorized return on equity of 9.65% and 45% equity ratio. Increased operations and maintenance costs that are not recovered through interim capital recovery mechanisms and changes in deferred federal income tax amortizations were partially offset by changes in depreciation rates.

Separate from the base rate request, TNMP would also implement $20.5 million in rate rider recovery associated with Hurricane Beryl restoration costs over a five-year period under the terms of the settlement.

The settlement is subject to approval by the PUCT. Under interim rates, the rates approved under a final order will relate back to May 22, 2026.

Parties joining the settlement include the Staff of the Public Utility Commission of Texas, Alliance of Texas-New Mexico Power Municipalities, Cities Served by Texas-New Mexico Power Company, Data Center Coalition, Hunt Energy Network, Joint Data Center Group, Office of Public Utility Counsel, Texas Competitive Power Advocates, Texas Industrial Energy Consumers, and Walmart. Amazon Data Systems and Texas Energy Association for Marketers do not oppose the stipulation.

The settlement and related filings can be found at: https://www.txnmenergy.com/investors/rates-and-filings/tnmp-puct-filings.aspx.

About TXNM Energy:
TXNM Energy (NYSE: TXNM), an energy holding company based in Albuquerque, New Mexico, delivers energy to more than 800,000 homes and businesses across Texas and New Mexico through its regulated utilities, TNMP and PNM. For more information, visit the company's website at www.TXNMEnergy.com.

Contacts:

Analysts

Media

Lisa Goodman

Corporate Communications

(505) 241-2160

(505) 241-2743

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995
Statements made in this news release for TXNM Energy or TNMP (collectively, the "Company") that relate to future events or expectations, projections, estimates, intentions, goals, targets, and strategies, including the unaudited financial results, earnings guidance, statements regarding the potential transaction between TXNM Energy and Blackstone Infrastructure, including any statements regarding the expected timetable for completing the potential transaction, the ability to complete the potential transaction and the expected benefits of the potential transaction, rate proceeding outcomes, anticipated benefits of the new transmission line project, and the expected timing of the IRP filing, are made pursuant to the Private Securities Litigation Reform Act of 1995. Readers are cautioned that all forward-looking statements are based upon current expectations and estimates and apply only as of the date of this report. TXNM and TNMP assume no obligation to update this information. Because actual results may differ materially from those expressed or implied by these forward-looking statements, TXNM and TNMP caution readers not to place undue reliance on these statements. TXNM's and TNMP's business, financial condition, cash flow, and operating results are influenced by many factors, which are often beyond their control, that can cause actual results to differ from those expressed or implied by the forward-looking statements. For a discussion of risk factors and other important factors affecting forward-looking statements, please see the Company's Form 10-K, Form 10-Q filings and the information included in the Company's Form 8-K's with the Securities and Exchange Commission, which factors are specifically incorporated by reference herein and the risks and uncertainties related to the proposed transaction with Blackstone Infrastructure, including, but not limited to: the expected timing and likelihood of completion of the pending transaction, including the timing, receipt and terms and conditions of any required governmental and regulatory approvals of the pending transaction that could reduce anticipated benefits or cause the parties to abandon the transaction, the occurrence of any event, change or other circumstances that could give rise to the termination of the transaction agreement, including in circumstances requiring TXNM Energy to pay a termination fee, the risk that the parties may not be able to satisfy the conditions to the proposed transaction in a timely manner or at all, the outcome of legal proceedings that may be instituted against TXNM Energy, its directors and others related to the proposed transaction, risks related to disruption of management time from ongoing business operations due to the proposed transaction, the risk that the proposed transaction and its announcement could have an adverse effect on the ability of TXNM Energy to retain and hire key personnel and maintain relationships with its customers and suppliers, and on its operating results and businesses generally, the amount of costs, fees, charges or expenses resulting from the proposed transaction, and the risk that the price of TXNM Energy's common stock may fluctuate during the pendency of the proposed transaction and may decline significantly if the proposed transaction is not completed. Other unpredictable or unknown factors not discussed in this communication could also have material adverse effects on forward-looking statements.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/tnmp-files-comprehensive-rate-settlement-302786055.html

SOURCE TXNM Energy, Inc.

FAQ

What did TNMP announce in its May 29, 2026 rate settlement filing for TXNM (NYSE: TXNM)?

TNMP announced a comprehensive base rate settlement supporting recovery of its filed rate base and specified returns. According to TNMP, the settlement addresses its Texas grid investments and cost recovery while remaining subject to approval by the Public Utility Commission of Texas.

What rate base and return on equity are included in TNMP's 2026 settlement filing for TXNM?

The settlement includes recovery of a $2.8 billion filed rate base and a 9.65% return on equity. According to TNMP, this is based on its rate base as of June 30, 2025, with a 45% equity ratio maintained.

How does the $20.5 million Hurricane Beryl rate rider affect TNMP and TXNM investors?

The settlement allows TNMP to recover $20.5 million in Hurricane Beryl restoration costs through a rate rider. According to TNMP, these costs would be collected over a five-year period, separate from the main base rate request in the proceeding.

When would TNMP's new rates under the TXNM comprehensive settlement become effective?

Under interim rates, final approved rates will relate back to May 22, 2026. According to TNMP, the settlement remains subject to Public Utility Commission of Texas approval before any final rate order and associated revenues are fully established.

Which stakeholder groups joined TNMP's comprehensive rate settlement impacting TXNM (NYSE: TXNM)?

Multiple parties joined the settlement, including PUCT Staff, municipal groups, industrial customers, and data center coalitions. According to TNMP, Amazon Data Systems and the Texas Energy Association for Marketers do not oppose the stipulation, indicating broad stakeholder alignment or neutrality.

What cost and tax changes are addressed in TNMP's 2026 rate settlement for TXNM?

The settlement reflects higher operations and maintenance costs and changes in deferred federal income tax amortizations. According to TNMP, these impacts are partially offset by changes in depreciation rates, affecting how certain investment and cost items are recovered over time.