MDU RESOURCES GROUP INC SEC 10-K Report
MDU Resources Group Inc. has released its 2025 10-K report, detailing financial performance, business operations, and future outlook. The report highlights revenue growth, strategic separations of non-core businesses, and significant capital expenditure plans for system upgrades and renewable energy investments. Key challenges include inflation, supply chain disruptions, and evolving regulatory requirements, which the company is addressing through proactive management and strategic initiatives.
MDU Resources Keeps Quarterly Dividend at $0.14 per Share; Payable April 1 to Holders of Record on March 12
MDU Resources Group, Inc. announced it will maintain its quarterly dividend at $0.14 per share. This dividend is scheduled to be paid on April 1, 2026, to shareholders who are on record as of March 12, 2026. The company, which operates in regulated energy delivery, reported this news on February 19, 2026.
Press Release: MDU Resources Announces Quarterly Dividend on Common Stock
MDU Resources has announced its quarterly dividend on common stock. This news was reported by Dow Jones, alongside Unity Software's fourth-quarter financial results. Unity Software exceeded revenue expectations but reported a quarterly loss.
Small-cap utility MDU keeps 14¢ payout to investors this spring
MDU Resources Group, Inc. (NYSE: MDU) announced a quarterly cash dividend of $0.14 per share, which remains unchanged from the previous quarter. The dividend is payable on April 1, 2026, to shareholders of record as of March 12, 2026, and the company maintains a long-term target dividend payout ratio of 60%–70% of earnings. MDU Resources is a member of the S&P SmallCap 600 index, providing utility and pipeline services to over 1.2 million customers.
MDU resources director Kelley buys $104k in stock By Investing.com
MDU Resources Group Inc. Director Charles M. Kelley recently purchased 5,000 shares of the company's common stock for $104,225 on February 13, 2026, increasing his direct ownership to 8,031 shares. This transaction follows the company's mixed Q4 2025 earnings, where EPS met expectations but revenue of $534 million fell short of the anticipated $560.72 million, raising investor concerns.
MDU resources director Kelley buys $104k in stock
MDU Resources Group Inc. Director Charles M. Kelley recently purchased 5,000 shares of the company's common stock for $104,225 at a price of $20.845 per share. This transaction increased Kelley's direct holdings to 8,031 shares. The purchase follows the company's mixed fourth-quarter 2025 earnings report, where EPS met expectations but revenue fell short.
Leuthold Group LLC Sells 186,833 Shares of MDU Resources Group, Inc. $MDU
Leuthold Group LLC significantly reduced its stake in MDU Resources Group, Inc. by selling 186,833 shares in the third quarter, decreasing its holdings by 92.2%. Despite this, other institutional investors like Norges Bank, River Road, Adage, Frontier, and Bank of America increased their positions, resulting in institutional investors owning 71.44% of MDU. The company reported Q3 EPS of $0.37, in line with estimates, and trades near $20.83 with a market capitalization of approximately $4.26 billion.
MDU Resources's Q4 Earnings Call: Our Top 5 Analyst Questions
MDU Resources reported Q4 earnings that missed revenue and adjusted EBITDA expectations, leading to a negative market reaction. The underperformance was attributed to higher operating costs in the electric utility segment, although customer growth and pipeline business strength were noted. Analysts' questions focused on 2026 EPS guidance headwinds, Bakken East pipeline progress, data center load impacts, regulatory risks in Montana and Oregon, and the dilutive effect of a recent equity offering.
Understanding Momentum Shifts in (MDU)
This article analyzes momentum shifts for Mdu Resources Group Inc. (MDU), highlighting a mid-channel oscillation pattern and a weak near-term sentiment challenging long-term strength. It presents specific institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and support/resistance levels. The analysis, generated by AI, provides risk-reward setups and real-time signals for investors.
New York State Common Retirement Fund Grows Position in MDU Resources Group, Inc. $MDU
The New York State Common Retirement Fund significantly increased its stake in MDU Resources Group, Inc. by 274.0% in Q3, now owning 292,158 shares valued at $5.2 million. Despite this, MDU's Q4 revenue missed expectations, and its FY2026 EPS guidance is slightly below consensus, leading to mixed sentiment among analysts who currently rate the stock as a "Hold" with an average price target of $21. The article also highlights institutional ownership details, recent news impacting MDU, and its current price performance and dividend information.
Strs Ohio Has $86,000 Stake in MDU Resources Group, Inc. $MDU
Strs Ohio significantly reduced its stake in MDU Resources Group (NYSE:MDU) by 94.2% in Q3, now owning 4,849 shares valued at approximately $86,000. Despite this, other institutional investors increased their holdings. Analysts maintain a "Hold" consensus rating with a price target of $21.00 for MDU Resources Group.
Analysts Have Made A Financial Statement On MDU Resources Group, Inc.'s (NYSE:MDU) Yearly Report
MDU Resources Group's latest yearly results showed a revenue miss but an EPS beat. Analysts have slightly lowered their 2026 EPS forecasts due to the results, though the consensus price target remains unchanged, suggesting minimal impact on the company's valuation. The company is expected to grow revenue at a similar rate to the overall industry in the coming years.
MDU Resources Group, Inc. (NYSE:MDU) Q4 2025 Earnings Call Transcript
MDU Resources Group, Inc. (NYSE:MDU) reported Q4 2025 earnings of $0.93 per share, meeting expectations, and outlined its performance for the first full year as a pure-play regulated energy delivery business. The company discussed significant capital investments, regulatory progress, and record results in its pipeline business, while also providing 2026 EPS guidance and updates on major projects like the Bakken East pipeline and data center load growth.
MDU Resources Reports Q4 2025 Results, Provides 2026 Outlook - News and Statistics
MDU Resources Group Inc. reported fourth-quarter 2025 financial results that missed analyst expectations for revenue and adjusted earnings, attributing the underperformance primarily to higher operating costs in its electric utility segment. Despite this, the company highlighted operational achievements such as customer growth, accelerated capital investment, and robust pipeline business performance. For 2026, MDU Resources forecasts GAAP EPS of $0.97 at the midpoint, acknowledging that equity financing for growth projects will impact near-term results while focusing on regulatory approvals and a capital-light model for new data center loads.
MDU Q4 Deep Dive: Regulatory Wins and Data Center Expansion Shape Cautious Outlook
MDU Resources Group Inc. reported a Q4 CY2025 revenue miss, alongside increased GAAP profit, attributing underperformance to higher operating costs in the electric utility sector. Despite these challenges, the company highlighted achievements in regulatory approvals, customer growth, and significant expansion in its pipeline business and data center agreements. MDU's future outlook is shaped by ongoing regulatory developments, capital investment, and data center load ramp-up, with management anticipating steady earnings tempered by equity financing for growth projects.
MDU Resources Q4 Earnings Meet Estimates, Revenues Decline Y/Y
MDU Resources Group Inc. (MDU) reported Q4 2025 operating earnings per share of 37 cents, meeting the Zacks Consensus Estimate, though total revenues declined by 0.3% year-over-year to $534 million, missing estimates. For 2026, MDU expects earnings between 93 cents and $1 per share, below the Zacks Consensus Estimate of $1.02, while anticipating a 1-2% annual growth in utility customers and a long-term EPS growth rate of 6-8%. The company currently holds a Zacks Rank #2 (Buy).
Earnings call transcript: MDU Resources Q4 2025 results show mixed performance
MDU Resources Group Inc. reported mixed Q4 2025 results, with EPS meeting expectations at $0.37 but revenue missing forecasts significantly at $534 million. The stock saw a 3% decline pre-market due to investor concerns over the revenue shortfall. The company provided 2026 EPS guidance of $0.93-$1.00 and reiterated long-term growth targets of 6%-8%, focusing on pipeline and data center expansions.
MDU Resources: Fourth Quarter Earnings Overview
MDU Resources Group Inc. announced fourth-quarter earnings of $76.3 million, or $0.37 per share, on revenues of $534 million. For the full year, the company reported a profit of $190.4 million ($0.93 per share) with $1.88 billion in revenue. MDU Resources anticipates 2027 earnings to be between $0.93 and $1.00 per share.
MDU Resources: Q4 Earnings Snapshot
MDU Resources Group Inc. reported fourth-quarter earnings of $76.3 million, or 37 cents per share, on revenue of $534 million. For the full year, the company posted a profit of $190.4 million, or 93 cents per share, with revenue reaching $1.88 billion. MDU Resources anticipates full-year earnings for the upcoming period to be between 93 cents and $1 per share.
MDU Resources Reports 2025 Year-End Results; Initiates 2026 Guidance
MDU Resources Group, Inc. announced its 2025 year-end financial results, reporting net income of $190.4 million and earnings per share of $0.93. The company achieved customer growth and benefited from infrastructure investments and pipeline expansion projects, despite higher operating costs. For 2026, MDU Resources initiated guidance with expected earnings per share in the range of $0.93 to $1.00 and plans for $560 million in capital investments.
MDU RESOURCES GROUP ($MDU) Releases Q4 2025 Earnings
MDU Resources Group ($MDU) announced its Q4 2025 earnings, reporting $0.37 per share, meeting analyst estimates. However, the company's revenue of $534,000,000 missed expectations. The article also provides details on insider trading, hedge fund activity, government contracts awarded to MDU, and recent analyst ratings.
Thrivent Financial for Lutherans Boosts Stock Holdings in MDU Resources Group, Inc. $MDU
Thrivent Financial for Lutherans significantly increased its stake in MDU Resources Group (NYSE:MDU) by 35.4% in the third quarter, bringing its total holding to 685,347 shares valued at approximately $12.2 million. Other institutional investors also adjusted their positions, and MDU Resources Group reported a quarterly EPS beat and an 8.8% year-over-year revenue increase. The company pays a quarterly dividend of $0.14, representing an annualized yield of 2.7%, and analysts currently hold a "Hold" rating with an average price target of $21.00.
MDU Resources Group (MDU) Q4 EPS Strength Reinforces Steady Margin Narrative Despite P/E Premium
MDU Resources Group (MDU) reported strong Q4 2025 results with US$0.37 EPS, contributing to a trailing twelve-month EPS of US$0.94 and a steady net margin of 10.2%. Despite good recent performance and revenue growth, the company faces scrutiny due to a P/E premium compared to industry averages, a declining five-year earnings trend, and concerns regarding interest coverage and dividend stability. Investors are advised to consider these factors, including the stock trading above its DCF fair value of US$18.39, when evaluating MDU.
MDU Resources: Q4 Earnings Snapshot
MDU Resources Group Inc. reported fourth-quarter earnings of $76.3 million, or 37 cents per share, on revenue of $534 million. For the full year, the company's profit was $190.4 million, or 93 cents per share, with revenue reaching $1.88 billion. MDU Resources anticipates full-year earnings per share to be between 93 cents and $1.
MDU Resources: Fourth Quarter Earnings Overview
MDU Resources Group Inc. reported strong financial results for the fourth quarter, reaching $76.3 million in earnings and $534 million in revenue. For the full year, the company posted a profit of $190.4 million on $1.88 billion in revenue. MDU Resources projects its earnings for the upcoming year to be between $0.93 and $1.00 per share.
1 Safe-and-Steady Stock with Competitive Advantages and 2 Facing Challenges
This article identifies one stock, Berkshire Hathaway (BRK.A), as a strong buy due to its consistent outperformance, balance sheet strength, and profitability, recommending it for a watchlist. Conversely, it advises investors to steer clear of MDU Resources (MDU) and Valley National Bank (VLY) due to declining revenues, poor free cash flow, high debt, and underperforming growth compared to sector standards. The analysis highlights key financial metrics and competitive challenges for each company.
MDU Resources Group Insiders Added US$661.0k Of Stock To Their Holdings
Insiders at MDU Resources Group, Inc. (NYSE:MDU) have collectively purchased US$661.0k worth of company stock over the last year, signaling a positive outlook to shareholders. The largest individual purchase was made by Independent Director Dennis Johnson, who bought US$499k worth of shares at a price below the current market value. While insider transactions are not the sole factor for long-term investing, the absence of insider sales suggests confidence in the company's future.
Avoiding Lag: Real-Time Signals in (MDU) Movement
The article provides a real-time analysis of MDU Resources Group Inc. (NYSE: MDU), highlighting a neutral near and mid-term outlook with a potential moderation of a long-term positive bias. It details an exceptional risk-reward short setup and outlines three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis, indicating support and resistance levels.
MDU Resources Group (MDU) Projected to Post Quarterly Earnings on Thursday
MDU Resources Group (MDU) is scheduled to release its Q4 2025 earnings before market open on Thursday, February 5th. Analysts anticipate an EPS of $0.365 and revenues of $560.7 million, with the company having provided FY2025 EPS guidance between $0.90-$0.95. The company's stock currently has a "Hold" rating from analysts, with an average price target of $21.00, and trades at a P/E of approximately 24.6 with a market cap of $4.18 billion.
MDU Resources Group, Inc. (NYSE:MDU) Receives Consensus Rating of "Hold" from Brokerages
MDU Resources Group, Inc. (NYSE:MDU) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $21.00. The company reported strong Q3 earnings, beating EPS estimates and showing an 8.8% year-over-year revenue increase, and has issued FY2025 guidance. MDU also pays a quarterly dividend of $0.14 per share, representing an annualized yield of 2.7%.
Discipline and Rules-Based Execution in MDU Response
This article analyzes Mdu Resources Group Inc. (NYSE: MDU) and presents AI-generated trading strategies. It highlights strong sentiment supporting an overweight bias, an exceptional short setup with a 25.5:1 risk-reward ratio, and provides specific long, breakout, and risk hedging strategies with entry, target, and stop loss levels. The analysis also includes multi-timeframe signal strengths and support/resistance levels.
Mdu Resources Group Inc - Unit Enters Amendment No. 1 To Note Purchase Agreement - SEC Filing
MDU Resources Group Inc. announced that one of its units has entered into Amendment No. 1 to a Note Purchase Agreement, as detailed in an SEC filing. The news item is presented as a headline only, with no additional text provided. This information is sourced from Reuters and Refinitiv.
MDU Resources Group Signs Private Shelf Agreement Amendment With PGIM
MDU Resources Group, through its subsidiary WBI Energy Transmission, amended its Note Purchase and Private Shelf Agreement with PGIM to extend the period for issuing an additional $350 million in senior unsecured shelf notes until December 22, 2028. This amendment provides WBI Energy Transmission with access to $115 million in remaining shelf capacity for general corporate purposes, including planned capital expenditures. The agreement aims to support WBI's capital requirements and extend its shelf capacity.
MDU Resources to Webcast Year-End 2025 Earnings Conference Call
MDU Resources Group, Inc. (NYSE: MDU) will webcast its year-end 2025 earnings conference call on February 5, 2026, at 2 p.m. ET. The company plans to release its year-end results before U.S. financial markets open on the same day. Investors can access the webcast and a replay through the company's website.
Hear MDU Resources’ 2025 results on Feb. 5 year-end webcast online
MDU Resources Group, Inc. (NYSE: MDU) announced it will webcast its year-end 2025 earnings conference call at 2:00 p.m. ET on February 5, 2026. The company will release its year-end results before U.S. financial markets open on the same day. Investors can access the live webcast and a replay afterward on the company's website under the Investor Relations section.
MDU Resources Extends WBI Energy Senior Notes Shelf Facility
MDU Resources' subsidiary, WBI Energy Transmission, Inc., extended its senior unsecured shelf notes facility with PGIM, Inc. and other purchasers through December 22, 2028, allowing it to issue up to an aggregate of $350 million. WBI has already issued $235 million from this facility and plans to use the remaining $115 million for general corporate purposes, including capital expenditures. TipRanks' AI Analyst, Spark, rates MDU Resources as Neutral due to weak financial performance and inconsistent cash generation, despite supportive guidance and segment execution.
MDU Resources Group (NYSE:MDU) Shares Cross Above 200 Day Moving Average - Here's Why
MDU Resources Group (NYSE:MDU) stock has crossed above its 200-day moving average, trading at $20.44 against an average of $18.27. Analyst sentiment is mixed, with a consensus "Hold" rating and a target price of $21.00, though Jefferies recently upgraded it to "Buy" with a $22 target. The company reported a Q4 EPS beat, 8.8% revenue growth, and projects FY2025 EPS of $0.90-$0.95, while offering a quarterly dividend of $0.14.
Behavioral Patterns of MDU and Institutional Flows
This article analyzes behavioral patterns for MDU Resources Group Inc. (NYSE: MDU), highlighting a mid-channel oscillation and a strong near-term sentiment that could lead to a long-term positive bias. It presents AI-generated trading strategies including a position trading strategy, a momentum breakout strategy, and a risk hedging strategy, alongside multi-timeframe signal analysis with support and resistance levels. The analysis also points out an exceptional risk-reward short setup.
MDU Resources Group gains from capital investments, spinoffs
The article discusses how MDU Resources Group is benefiting from its strategic capital investments and recent spinoffs. These actions are contributing to the company's growth and financial performance.
1 Unpopular Stock That Deserves Some Love and 2 That Underwhelm
This article identifies one unpopular stock, Nelnet (NNI), as a strong buy due to its outstanding revenue growth and shareholder returns, despite a negative implied return. Conversely, it advises against MDU Resources (MDU) and SAIC (SAIC) due to declining sales, low free cash flow, and flat revenue projections, respectively. The piece emphasizes independent analysis beyond typical Wall Street forecasts.
Allspring Global Investments Holdings LLC Decreases Stake in MDU Resources Group, Inc. $MDU
Allspring Global Investments Holdings LLC reduced its stake in MDU Resources Group (NYSE:MDU) by 11.3% in the third quarter, selling 249,525 shares to hold 1,961,873 shares valued at $34.49 million. Despite this, other institutions increased their holdings, with institutional ownership of MDU stock at 71.44%. The company has a consensus "Hold" rating from analysts with an average target price of $21.00, recently beat its quarterly EPS estimates, and declared a quarterly dividend of $0.14 per share, translating to an annualized yield of 2.8%.
Harbor Capital Advisors Inc. Sells 71,386 Shares of MDU Resources Group, Inc. $MDU
Harbor Capital Advisors Inc. significantly reduced its stake in MDU Resources Group, Inc. by 72.3% in the third quarter, selling 71,386 shares and retaining 27,382 shares valued at approximately $488,000. Despite this, other institutions like Millennium Management and Envestnet increased their positions, leading to 71.44% of MDU stock being owned by hedge funds and institutional investors. MDU Resources Group is currently trading near $19.70, with an analyst consensus of "Hold" and an average target price of $21.00, and recently announced a quarterly dividend of $0.14 per share, representing a 2.8% yield.
MDU Resources Group, Inc. (NYSE:MDU) Receives Consensus Recommendation of "Hold" from Analysts
MDU Resources Group, Inc. (NYSE:MDU) has a consensus "Hold" rating from analysts, with four out of five analysts recommending "Hold" and one "Buy," and an average 12-month price target of $21.00. The company recently exceeded quarterly EPS estimates, reported an 8.8% year-over-year revenue increase, and provided FY2025 EPS guidance of $0.90–$0.95. Institutional investors hold approximately 71.44% of the stock, and MDU also announced a quarterly dividend of $0.14 per share, representing a 2.8% yield.
MDU Resources Group Signs Multiple Material Agreements
MDU Resources Group has signed three additional forward sale agreements with Wells Fargo Bank, Bank of America, and JPMorgan Chase Bank. These agreements, related to 1,522,842 additional shares, facilitate equity financing and offer flexibility, with settlement expected by December 6, 2027. Each agreement starts with a forward sale price of $18.90 per share, subject to certain adjustments.
MDU Resources Expands Forward Equity Offering for Financing
MDU Resources Group (MDU) expanded a forward equity offering, entering into additional forward sale agreements through December 2027. This move provides flexible equity financing at an initial forward sale price of $18.90 per share, subject to adjustments. Analysts currently rate MDU as a Hold with a target price of $22.50, while TipRanks' AI Analyst, Spark, indicates a Neutral sentiment due to volatile financial performance and overbought technical signals.
Liquidity Mapping Around (MDU) Price Events
This article provides a liquidity mapping analysis for MDU Resources Group Inc. (NYSE: MDU), highlighting a near-term strong sentiment transitioning to mid-term neutrality and long-term positive bias. It presents AI-generated institutional trading strategies for various risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis. Key findings indicate a significant risk-reward short setup with an 8.0% downside target.
Freedom Capital Markets initiates MDU Resources stock with Hold rating
Freedom Capital Markets initiated coverage on MDU Resources (NYSE:MDU) with a Hold rating and a $20.00 price target, citing the company's stable regulated businesses and consistent dividend payments. Despite plans for increased capital expenditures and projected EPS growth, the firm noted short-term regulatory gaps and the stock's valuation above peers on P/E and EV/EBITDA multiples, supporting the Hold recommendation. InvestingPro data reinforced the valuation concerns, indicating the stock may be trading above its Fair Value.
Is MDU Resources Group, Inc. (NYSE:MDU) Worth US$19.6 Based On Its Intrinsic Value?
MDU Resources Group, Inc. appears potentially overvalued at its current share price of US$19.64, according to a Dividend Discount Model valuation which estimates a fair value of US$16.35. Analysts, however, have a higher price target of US$20.67 for the company. The analysis suggests that while the company has growth in earnings, it faces weaknesses related to debt coverage and a low dividend yield compared to its peers.
Freedom Capital Markets initiates MDU Resources stock with Hold rating By Investing.com
Freedom Capital Markets initiated coverage on MDU Resources (NYSE:MDU) with a Hold rating and a $20.00 price target, noting the company's stable regulated businesses and consistent dividend payments. While MDU plans significant capital expenditures to drive earnings growth, short-term regulatory gaps and a valuation above peer multiples led to the Hold rating.
Is Extending MDU’s US$200 Million Credit Facility to 2030 Altering The Investment Case For MDU (MDU)?
MDU Resources Group extended its US$200 million revolving credit agreement maturity to December 11, 2030, providing longer-dated access to bank funding. While this extension somewhat eases near-term liquidity pressure, it doesn't fundamentally change the investment case, which is still focused on improved balance sheet and execution on earnings guidance, given the company's high leverage and weak free cash flow despite a recent equity offering. Investors should evaluate how this added flexibility interacts with MDU's required capital spending and existing debt.
