ONE Gas, Inc. (OGS) and Northwest Natural Holding Company (NWN) are two regulated utilities in the United States benefitting from rising natural gas demand and infrastructure investments. OGS operates 45,400 miles of pipelines and has a storage capacity of 60.8 billion cubic feet (Bcf), while NWN manages 14,500 miles of distribution mains with a storage capacity of 21.6 Bcf.
For 2026, OGS has a consensus earnings estimate of $4.72 per share, reflecting a year-over-year growth of 5.36%, whereas NWN is projected to earn $3.05 per share, representing a growth of 4.10%. OGS plans to invest $800 million in 2026, totaling approximately $4.3 billion over five years. Meanwhile, NWN aims for $500-$550 million in investments for the same year, projecting a total of $2.6-$2.9 billion through 2030.
In terms of dividend yield, NWN stands at 4.06% while OGS is at 3.5%, both exceeding the S&P 500 yield of 1.42%. OGS has a lower debt-to-capital ratio of 40.65% compared to NWN’s 62.29%, suggesting a stronger financial position. In the past year, Northwest Natural’s shares increased by 17.3%, compared to a 2.7% increase for ONE Gas.
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