MSEX SEC Filings - Middlesex Watr 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Middlesex Water Company (MSEX) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event filings, and insider trading forms. It offers AI-powered tools to interpret key disclosures, summarize lengthy documents, and highlight relevant information for investors. The article details recent filings, including a Q3 2025 earnings report and an 8-K announcing financial results, along with AI-generated sentiment analysis.
Middlesex Water (NASDAQ:MSEX) Share Price Passes Above Two Hundred Day Moving Average - Time to Sell?
Middlesex Water (NASDAQ:MSEX) saw its share price rise above its 200-day moving average, reaching $53.80 on Thursday. Analysts maintain a "Moderate Buy" rating with an average target of $59.00. Despite missing quarterly EPS estimates, the company offers a 2.7% dividend yield, and a director recently purchased 2,000 shares.
CFO at Middlesex Water (MSEX) receives 5,927 restricted shares
Mohammed G. Zerhouni, SVP, CFO, and Treasurer of Middlesex Water Company (MSEX), was granted 5,927 shares of restricted common stock, valued at $52.05 per share, as his current-year equity award. This compensation-related grant increases his direct holdings to 9,047 restricted shares and 1,356 common shares in book-entry form. The transaction is not an open-market purchase or sale, but rather an equity grant from the company.
MSEX SEC Filings - Middlesex Watr 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Middlesex Water (MSEX) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms. It features AI-powered tools to interpret key disclosures, offering insights into the company's financial condition, infrastructure investments, and regulatory environment. The page lists recent filings and insider transactions, along with AI-generated summaries and sentiment analysis.
Middlesex Water (MSEX) CEO receives 12,675-share restricted stock award
Middlesex Water Company's President and CEO, Nadine Duchemin-Leslie, was granted 12,675 shares of restricted stock at $52.05 per share as her current-year equity award. This transaction, reported via a Form 4 filing, increases her direct holdings to 19,352 restricted common shares and she also holds 7,129 common shares. The grant is a form of compensation rather than a market purchase, signaling management incentives.
Middlesex Water (NASDAQ: MSEX) VP gets stock award and tax share surrender
Middlesex Water Company's VP of Human Resources, Lorrie Beth Ginegaw, reported routine equity compensation. She received 2,017 restricted shares, had 823 previously granted restricted shares vest, and surrendered 364 shares to cover tax obligations. After these transactions, her direct holdings include 4,593 shares of common stock.
Middlesex Water (MSEX) officer reports new restricted stock grant and vesting
Middlesex Water Co. officer Robert John Capko reported a new grant of 1,679 shares of Restricted Stock at $52.05 per share and the vesting of 193 previously awarded shares. In connection with the vesting, 83 common shares were surrendered for tax withholding and 83 common shares were released to him. Following these transactions, Capko directly holds 3,448 restricted shares and 83 common shares.
Middlesex Water (NASDAQ: MSEX) VP-IT gets 2,140-share restricted stock grant
Middlesex Water Company's VP-IT, Georgia M. Simpson, received a grant of 2,140 restricted shares on April 1, 2026, at a reference price of $52.05 per share. Concurrently, 759 previously awarded restricted shares vested, and 338 shares were surrendered for tax withholding. These transactions reflect a compensation-related grant and vesting rather than open-market trading.
Middlesex Water (NASDAQ: MSEX) exec gets stock grant, surrenders shares for taxes
Middlesex Water Co. executive Robert K. Fullagar, President–NJ Operations, received an award of 2,128 restricted shares and had 886 previously awarded restricted shares vest. To cover tax withholding obligations related to the vesting, he surrendered 394 shares back to the company. These transactions reflect routine equity compensation and tax management, not open-market sales or purchases.
Middlesex Water (MSEX) VP receives 2,597 restricted shares, surrenders 350 for taxes
Middlesex Water Company's VP, Jay L. Kooper, was granted 2,597 restricted shares at $52.05 each and had 759 previously granted restricted shares vest. To cover tax withholding obligations associated with the vesting, Kooper surrendered 350 shares back to the company. After these transactions, Kooper directly holds 7,450 restricted shares and 878 common shares.
[Form 4] MIDDLESEX WATER CO Insider Trading Activity
Middlesex Water Co director Amy B. Mansue reported an acquisition of 865 shares of common stock on April 1, 2026, as part of the company's Outside Director Stock Compensation Plan. The shares were valued at $52.05 each. Following this grant, Mansue directly holds 865 common shares in book-entry form and 11,201 common shares in street name.
[Form 4] MIDDLESEX WATER CO Insider Trading Activity
Middlesex Water Company director Walter G. Reinhard reported receiving an award of 865 shares of Common Stock on April 1, 2026, under the company’s Outside Director Stock Compensation Plan. The award was valued at $52.05 per share. Following this transaction, Reinhard directly owns 865 shares in book-entry form and 6,051 shares in a street-name account.
Middlesex Water director granted 865 shares | MSEX Insider Trading
Middlesex Water Company director Ann L. Noble was granted 865 shares of common stock on April 1, 2026, as part of the company's Outside Director Stock Compensation Plan. The shares were valued at $52.05 each, reflecting routine equity compensation rather than a market purchase. Following this transaction, Noble directly owns 865 book-entry shares and 4,131 street-name shares.
MSEX SEC Filings - Middlesex Watr 10-K, 10-Q, 8-K Forms
This page provides access to Middlesex Water Company (MSEX) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It features AI-powered tools to interpret key disclosures, summaries, impact scoring, and sentiment analysis for each filing. The most recent filings detail 2025 financial results, capital spending plans including PFAS treatment upgrades, and MSEX's officer stock sale.
Middlesex Water Company names Kaplan VP and chief accounting officer
Middlesex Water Company has appointed Tatyana Kaplan as its vice president and chief accounting officer, effective March 26. Kaplan brings extensive experience from her previous roles as director of accounting for Veolia North America's regulated utility business and associate manager at Prudential Financial, Inc., and senior associate at PricewaterhouseCoopers LLP. She is a Certified Public Accountant with degrees in finance and accounting from New York University.
Vanguard disaggregates holdings after realignment — Middlesex Water Co (MSEX)
Vanguard has filed an amended Schedule 13G/A for Middlesex Water Co (MSEX), reporting 0 shares beneficially owned due to an internal realignment on January 12, 2026. This realignment means that Vanguard's subsidiaries will now report their beneficial ownership separately, as per SEC Release No. 34-39538. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates an ownership reporting adjustment rather than a change in Middlesex Water Co's capital structure or control.
Middlesex Water names Tatyana Kaplan as chief accounting officer By Investing.com
Middlesex Water Company has appointed Tatyana Kaplan as Vice President and Chief Accounting Officer. Kaplan previously served as Director of Accounting at Veolia North America and replaces Robert J. Capko, who transitions to Corporate Controller. The company, which provides water and wastewater services in New Jersey and Delaware, has a history of consistent dividend payments and recently reported improved fourth-quarter 2025 results.
Middlesex Water names Tatyana Kaplan as chief accounting officer By Investing.com
Middlesex Water Company has appointed Tatyana Kaplan as Vice President and Chief Accounting Officer. Kaplan previously served as Director of Accounting at Veolia North America and brings experience from Prudential Financial and PricewaterhouseCoopers. The company also announced that Robert J. Capko will transition to Corporate Controller.
Middlesex Water names Tatyana Kaplan as chief accounting officer By Investing.com
Middlesex Water Company has appointed Tatyana Kaplan as Vice President and Chief Accounting Officer. Kaplan previously served as Director of Accounting at Veolia North America and replaces Robert J. Capko, who will transition to Corporate Controller. The company, which provides water and wastewater services to over half a million people, has consistently paid dividends for 56 years.
Middlesex Water Company Appoints Tatyana Kaplan as Vice President and Chief Accounting Officer
Middlesex Water Company has announced the appointment of Tatyana Kaplan as Vice President and Chief Accounting Officer, effective March 26, 2026. Ms. Kaplan brings extensive experience in regulated utility accounting, previously serving as Director of Accounting for Veolia North America's regulated utility business. Concurrently, Robert J. Capko will transition from Principal Accounting Officer to Corporate Controller.
Middlesex Water Company Appoints Tatyana Kaplan as Vice President and Chief Accounting Officer
Middlesex Water Company has appointed Tatyana Kaplan as its new Vice President and Chief Accounting Officer, effective March 26, 2026. Kaplan brings extensive experience in regulated utility accounting from her previous role at Veolia North America and PricewaterhouseCoopers LLP. Robert J. Capko, the previous Principal Accounting Officer, will transition to Corporate Controller.
Middlesex Water hires Veolia accounting director for top finance role
Middlesex Water Company (NASDAQ: MSEX) has appointed Tatyana Kaplan as Vice President and Chief Accounting Officer, effective March 26, 2026. Kaplan previously served as Director of Accounting for Veolia North America, bringing extensive experience in regulatory accounting and finance transformation within the utility sector. Robert J. Capko, the former Principal Accounting Officer, will continue with the company as Corporate Controller, ensuring continuity in the accounting department.
Middlesex Water (NASDAQ: MSEX) appoints new chief accounting officer
Middlesex Water Company has appointed Tatyana Kaplan as Vice President and Chief Accounting Officer, effective March 26, 2026, replacing Robert J. Capko who will remain as Corporate Controller. The company also enacted a change in control termination agreement with Kaplan, providing severance benefits under specific conditions related to a change in company control. This appointment is aimed at leveraging Kaplan's expertise in regulated utility accounting and financial transformation.
MSEXP Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a comprehensive financial overview of Middlesex Water (MSEXP), detailing its income statement, balance sheet, and cash flow statement for fiscal year 2025 and previous years. It highlights key financial metrics such as revenue, net income, EPS, and various ratios, along with an assessment of the company's financial health, scoring it 48 out of 100 based on profitability, growth, leverage, liquidity, cash flow, and returns. The report also addresses frequently asked questions regarding Middlesex Water's financial performance.
Middlesex Water Co Stock (ISIN: US5976351052) Faces Headwinds Amid Utility Sector Shifts and Regulatory Pressures
Middlesex Water Co (MSEX) is struggling with underperformance compared to larger utility peers, trading around $52 with a year-to-date decline. Despite its stable regulated water utility model and reliable dividends, the company faces challenges from rising infrastructure costs due to high interest rates, competitive pressures, and regulatory hurdles. European investors, while appreciating its defensive nature, are closely watching its modest growth and reliance on favorable rate case approvals.
Trust changes update Middlesex Water (MSEX) director share holdings
Middlesex Water director Joshua Bershad reported changes to his share holdings on Form 4, primarily due to trust and custodial arrangements rather than market trades. The filing details a restructuring of indirect holdings involving 213,365 shares, and corrects previous reporting errors where shares were inadvertently double-counted. Bershad disclaims beneficial ownership of the trust shares beyond his pecuniary interest.
MSEXP Stock Price, News & Analysis
This article provides a detailed overview of Middlesex Water (MSEXP) stock, including its recent performance, financial highlights, and SEC filings. The stock has gained 23.3% over the past year and last traded at $598.00, with trailing twelve-month revenue of $194.7M and a net profit margin of 22.0%. The company faces significant bearish sentiment indicated by high short interest and a long "days to cover" ratio.
Is Middlesex Water Company (MSEX) A Good Stock To Buy Now?
This article analyzes a bullish thesis on Middlesex Water Company (MSEX), a regulated water and wastewater utility. MSEX is highlighted for its stability, consistent dividend growth over 54 years, and resilient cash flows, supported by disciplined capital spending and strategic acquisitions. Despite its attributes, the report suggests that some AI stocks might offer higher returns in a shorter timeframe, and notes that MSEX is not among the 40 Most Popular Stocks Among Hedge Funds.
Middlesex Water Co Stock (ISIN: US5976351052) Holds Steady Amid Utility Sector Resilience
Middlesex Water Co (MSEX) stock maintains stability, appealing to income-focused investors due to its reliable dividend profile with 52 consecutive years of increases. As a regulated water utility, the company benefits from steady revenue and predictable earnings, making it a defensive play within the utilities sector. It offers European investors exposure to U.S. essential services with lower volatility.
Assessing Middlesex Water (MSEX) Valuation After Recent Mixed Shareholder Returns
Middlesex Water (MSEX) stock, currently trading at $51.94, is drawing attention due to mixed recent returns and its valuation as a regulated utility. While its P/E ratio of 22.5x is lower than some peers and earnings are projected to grow, the stock appears overvalued compared to an estimated fair P/E of 18.5x and based on discounted cash flow analysis. Investors are advised to consider the full picture, including key risks and potential opportunities in other undervalued stocks, as current sentiment could be sensitive to earnings or regulatory disappointments.
Assessing Middlesex Water (MSEX) Valuation After Recent Mixed Shareholder Returns
Middlesex Water (MSEX) stock has garnered attention due to mixed recent returns, prompting a valuation assessment. Despite screening as good value compared to some peers, its P/E ratio of 22.5x suggests it might be overvalued when measured against its estimated fair P/E of 18.5x and the global water utility average. A Discounted Cash Flow (DCF) model further supports this, indicating the stock is trading on the rich side.
Middlesex Water Company (MSEX) announces 2025 earnings
This article announces that Middlesex Water Company (MSEX) has released its earnings report for the fiscal year 2025. It will detail the company's financial performance and key highlights from the past year.
Vanguard Group Inc. Sells 50,794 Shares of Middlesex Water Company $MSEX
Vanguard Group Inc. recently decreased its stake in Middlesex Water Company (NASDAQ:MSEX) by 3.6%, selling 50,794 shares, but still holds 1,373,488 shares valued at approximately $74.33 million. Despite Vanguard's reduction, institutional investors collectively own about 79.52% of the stock, and a company director recently purchased 2,000 shares. Middlesex Water, a utility provider with a $1.0 billion market cap, has a "Moderate Buy" consensus rating from analysts, with an average target price of $59.00.
Middlesex Water Co. Experiences Revision in Stock Evaluation Amid Mixed Technical Indicators
Middlesex Water Co. has seen its stock price adjusted to $53.76 after a volatile year between $44.17 and $67.09. Technical indicators present a mixed outlook, with some suggesting bullish trends and others bearish. The company's performance has varied compared to the S&P 500, outperforming it over the past month but declining over the past year.
Middlesex Water Co. Experiences Evaluation Revision Amidst Market Dynamics and Performance Indicators
Middlesex Water Co. has revised its evaluation due to fluctuating market conditions, with its stock priced at $54.00 showing volatility. Although it has outperformed the S&P 500 in the short term, its long-term performance lags the broader market. Technical indicators present a mixed outlook, highlighting the complexity of the company's current market position.
A Look At Middlesex Water (MSEX) Valuation After Insider Buying And A Newly Approved Rate Increase
Middlesex Water (MSEX) is garnering investor attention due to recent insider stock purchases, a newly approved rate increase, and stable 2025 financial results. Despite a 10.30% year-to-date share price increase, its long-term shareholder returns have declined, and the stock is considered overvalued with a P/E ratio of 24x compared to the global water utilities average of 17.7x, and a DCF estimate suggesting a lower fair value. Investors face risks if earnings growth doesn't justify the current valuation or if regulatory decisions become tougher on future rate requests.
Insider Sell: Walter Reinhard Sells 300 Shares of Middlesex Water Co (MSEX)
Walter Reinhard, a Director at Middlesex Water Co (MSEX), sold 300 shares on March 4, 2026, reducing his total holdings to 6,051 shares. Over the past year, Reinhard has sold a total of 1,302 shares without any purchases. The stock's current valuation shows a price-to-GF-Value ratio of 0.86, indicating it is modestly undervalued according to GuruFocus's intrinsic value estimate.
Middlesex Water (MSEX) director sells 300 shares at $55.21
Middlesex Water Company director Walter G. Reinhard reported an open-market sale of 300 shares of common stock at $55.21 per share on March 4, 2026. Following this transaction, he directly owns 6,051 shares of MSEX common stock. The SEC Form 4 filing details this change in beneficial ownership, categorizing the filing impact as neutral but sentiment as negative.
Is Middlesex Water (MSEX) Fairly Priced After Recent Share Price Rebound?
Middlesex Water (MSEX) has seen recent price movements, with a 4.1% increase over 30 days and an 8.5% year-to-date return, contrasting with longer-term declines. According to Simply Wall St's valuation model, the stock appears overvalued based on a Dividend Discount Model and its P/E ratio compared to a proprietary "Fair Ratio," suggesting it may not be a bargain despite recent gains. The analysis encourages investors to consider different valuation approaches and personal "Narratives" for a comprehensive understanding.
Middlesex Water (MSEX) CEO stock vests as shares withheld for taxes
Middlesex Water Company's President and CEO, Leslie Nadine Duchemin, had 4,630 shares of restricted stock vest at a price of $54.55 per share. Concurrently, 2,336 shares were surrendered to cover tax obligations related to this vesting event. This transaction is a routine equity award vesting and tax withholding, not an open-market purchase or sale.
Is Middlesex Water (MSEX) Fairly Priced After Recent Share Price Rebound?
Middlesex Water (MSEX) has seen recent share price fluctuations, with an 8.5% year-to-date return but declines over longer periods. Simply Wall St's valuation analysis, using a Dividend Discount Model, suggests the stock is currently overvalued by 12.8%, with an intrinsic value of US$48.35 compared to its current price of US$54.55. Additionally, its P/E ratio of 23.64x is higher than the industry average and Simply Wall St's proprietary Fair Ratio of 18.68x, further indicating the stock may be overvalued.
Insider Move: Top Middlesex Water Company Director Quietly Boosts His Stake
Middlesex Water Company Director Robert Hoglund recently purchased 2,000 shares of MSEX stock, totaling $108,600, indicating confidence in the company. This follows updates like an amended equity program and a favorable New Jersey rate-case outcome. TipRanks' AI Analyst, Spark, rates MSEX as Neutral, citing mixed financial performance but constructive technicals and reasonable valuation.
Insider Buying: Middlesex Water (NASDAQ:MSEX) Director Purchases 2,000 Shares of Stock
Middlesex Water (NASDAQ:MSEX) Director Robert Hoglund recently purchased 2,000 shares of the company's stock for $108,620. This transaction increases his direct ownership to 2,000 shares. The company also declared a quarterly dividend of $0.36 per share and reported quarterly EPS of $0.46, slightly missing consensus estimates.
Director at Middlesex Water (MSEX) buys 2,000 common shares
Middlesex Water Co director Robert N. Hoglund recently purchased 2,000 shares of common stock through an open-market transaction. The shares were acquired at an average price of $54.3094 each, increasing his direct ownership stake to 2,000 shares. This transaction, filed as a Form 4, indicates a positive sentiment regarding the company's stock.
Tidewater Utilities Announces Customer Bill Credit Using PFAS Litigation Proceeds
Tidewater Utilities, a subsidiary of Middlesex Water Company, has received approval from the Delaware Public Service Commission to issue a one-time bill credit of approximately $1.1 million to its customers. This refund is funded by proceeds from litigation addressing PFAS contamination, with an estimated average credit of $18.75 per customer appearing on March 2026 bills. The initiative reflects Tidewater's commitment to returning litigation proceeds directly to customers and offsetting the significant costs associated with PFAS treatment and maintaining safe drinking water.
Delaware water customers to get $18.75 credit from PFAS litigation funds
Tidewater Utilities, a subsidiary of Middlesex Water Company, has received approval to issue a one-time bill credit of approximately $1.1 million to its customers in Delaware. This credit, averaging $18.75 per customer, comes from proceeds obtained through PFAS litigation. The refund will appear on March 2026 water bills and aims to directly benefit customers while also helping to offset ongoing PFAS treatment costs.
Insider Buying: Robert Hoglund Acquires Shares of Middlesex Wate
Robert Hoglund, a Director at Middlesex Water Co, recently purchased 2,000 shares of the company, bringing his total ownership to 2,000 shares. This marks the only insider buy in the past year, contrasting with five insider sells. The stock is currently trading at $54.31, with a price-to-GF-Value ratio of 0.79, suggesting it is modestly undervalued according to GuruFocus's intrinsic value estimate.
Assessing Middlesex Water (MSEX) Valuation After Recent Short-Term Share Price Momentum
Middlesex Water (MSEX) stock has shown recent short-term momentum with share price increases of 4% and 7% over the past one and three months, respectively, trading at $54.61. Despite this, the stock appears overvalued based on its P/E ratio of 23.7x compared to the industry average and an intrinsic value estimate of $48.35 from discounted cash flow analysis. Investors are advised to consider risks like regulatory changes and cost pressures when evaluating the stock.
Assessing Middlesex Water (MSEX) Valuation After Recent Short-Term Share Price Momentum
Middlesex Water (MSEX) has seen recent share price momentum, with returns of about 4% over the past month and 7% over the past three months. Despite this, the stock appears overvalued based on its P/E ratio of 23.7x compared to the industry average and an intrinsic value estimate of $48.35 per share from its discounted cash flow model. Investors should consider regulatory risks and future cash flow valuations when assessing MSEX.
Middlesex Water Updates At-The-Market Equity Offering Agents
Middlesex Water Company (MSEX) has updated its at-the-market (ATM) equity offering program, replacing Janney Montgomery Scott LLC with Huntington Securities, Inc. as a sales agent. The company filed an SEC prospectus supplement on February 20, 2026, to reflect this change, maintaining the $110 million offering size and other key terms. An analyst has a Buy rating on MSEX with a $61.00 price target, while TipRanks' AI Analyst, Spark, rates MSEX as Neutral, citing steady but mixed financial performance and reasonable valuation.
