Portland General Electric (POR)

• Market cap: $5B
• 1 day: 0.34%
• 5 days: -1.62%
• 1 month: 2.67%
• 3 months: -2.35%
• 6 months: 6.71%
• Year to date: 7.10%
• 1 year: 12.20%
• 5 years: -13.94%
• 10 years: 27.10%
• Sector: Utilities
• Industry: Electric Services

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

29% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 134

7% more capital invested

Capital invested by funds: $4.7B [Q2] → $5.02B (+$311M) [Q3]

5% more funds holding

Funds holding: 405 [Q2] → 427 (+22) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]

3.98% less ownership

Funds ownership: 105.72% [Q2] → 101.74% (-3.98%) [Q3]

48% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $7.11M

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $47 1% downside
• Avg. target: $50 6% upside
• High target: $55 16% upside

6 analyst ratings

• positive: 2 33%
• neutral: 3 50%
• negative: 1 17%

Barclays Nicholas Campanella 86% 1-year accuracy 57 / 66 met price target	1% upside $48	Equal-Weight Maintained	29 Oct 2024
JP Morgan Richard Sunderland 75% 1-year accuracy 3 / 4 met price target	16% upside $55	Overweight Maintained	23 Oct 2024
Evercore ISI Group Michael Lonegan 100% 1-year accuracy 2 / 2 met price target	14% upside $54	Outperform Initiated	25 Sept 2024
Jefferies Julien Dumoulin-Smith 70% 1-year accuracy 32 / 46 met price target	1% upside $48	Hold Initiated	19 Sept 2024
Barclays Nicholas Campanella 86% 1-year accuracy 57 / 66 met price target	3% upside $49	Equal-Weight Downgraded	18 Sept 2024