MDU Resources Group (NYSE:MDU) Issues FY 2026 Earnings Guidance

MDU Resources Group (NYSE:MDU) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.930-1.000 for the period, compared to the consensus EPS estimate of 0.970. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Citigroup restated a “neutral” rating on shares of MDU Resources Group in a research note on Thursday, January 15th. JPMorgan Chase & Co. assumed coverage on shares of MDU Resources Group in a research note on Thursday, April 16th. They set a “neutral” rating and a $22.00 price objective on the stock. Loop Capital set a $21.00 price objective on shares of MDU Resources Group in a research note on Tuesday, February 24th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of MDU Resources Group in a research note on Friday, April 10th. One investment analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $21.25.

MDU Resources Group Stock Performance

NYSE MDU traded up $0.01 during trading on Friday, reaching $22.48. The company’s stock had a trading volume of 1,421,530 shares, compared to its average volume of 1,858,941. The company has a current ratio of 0.84, a quick ratio of 0.78 and a debt-to-equity ratio of 0.91. The firm has a market capitalization of $4.60 billion, a price-to-earnings ratio of 24.17, a price-to-earnings-growth ratio of 4.11 and a beta of 0.70. MDU Resources Group has a 12 month low of $15.76 and a 12 month high of $22.83. The firm has a 50 day moving average price of $21.27 and a 200 day moving average price of $20.55.

MDU Resources Group (NYSE:MDU) last posted its quarterly earnings data on Thursday, May 7th. The utilities provider reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). The business had revenue of $605.98 million during the quarter, compared to the consensus estimate of $688.34 million. MDU Resources Group had a net margin of 10.15% and a return on equity of 6.98%. The business’s revenue for the quarter was down 10.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.40 EPS. MDU Resources Group has set its FY 2026 guidance at 0.930-1.000 EPS. As a group, equities analysts anticipate that MDU Resources Group will post 0.98 EPS for the current fiscal year.

MDU Resources Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Thursday, March 12th were paid a $0.14 dividend. The ex-dividend date of this dividend was Thursday, March 12th. This represents a $0.56 annualized dividend and a yield of 2.5%. MDU Resources Group’s dividend payout ratio is presently 60.22%.

Insider Buying and Selling

In related news, Director Charles M. Kelley acquired 5,000 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was acquired at an average price of $20.84 per share, with a total value of $104,200.00. Following the purchase, the director directly owned 8,031 shares in the company, valued at approximately $167,366.04. This trade represents a 164.96% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.50% of the stock is currently owned by insiders.

Key Headlines Impacting MDU Resources Group

Here are the key news stories impacting MDU Resources Group this week:

• Positive Sentiment: MDU reported strong open season interest for its proposed Bakken East Pipeline Project, which could support future growth if the project advances successfully.
• Neutral Sentiment: The company affirmed 2026 guidance of $0.93 to $1.00 EPS, signaling management still expects full-year performance to remain on track despite a weak quarter.
• Neutral Sentiment: Brokerages now have a consensus Hold recommendation on MDU Resources, reflecting a cautious stance after the earnings report.
• Negative Sentiment: First-quarter results showed lower sales and earnings than expected, with milder weather and higher interest costs weighing on performance. MDU Resources Reports First Quarter 2026 Results; Progress on Proposed Bakken East Pipeline

Hedge Funds Weigh In On MDU Resources Group

Several large investors have recently modified their holdings of the business. Corient Private Wealth LLC raised its stake in shares of MDU Resources Group by 64.6% during the fourth quarter. Corient Private Wealth LLC now owns 43,633 shares of the utilities provider’s stock valued at $848,000 after acquiring an additional 17,118 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of MDU Resources Group by 67.5% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 21,997 shares of the utilities provider’s stock valued at $429,000 after acquiring an additional 8,868 shares during the last quarter. XTX Topco Ltd bought a new position in shares of MDU Resources Group during the fourth quarter valued at $284,000. Yaupon Capital Management LP acquired a new stake in shares of MDU Resources Group during the fourth quarter worth $23,424,000. Finally, VARCOV Co. acquired a new stake in shares of MDU Resources Group during the fourth quarter worth $1,042,000. Institutional investors own 71.44% of the company’s stock.

MDU Resources Group Company Profile

MDU Resources Group, Inc is a diversified energy and services holding company headquartered in Bismarck, North Dakota. The company operates through two primary segments: Utilities and Construction Services and Pipelines & Midstream. Serving a broad geographic footprint across the upper Midwest and Pacific Northwest, MDU provides essential energy distribution and infrastructure services to residential, commercial and industrial customers.

The Utilities segment delivers electric and natural gas distribution services in Montana, North Dakota, South Dakota, Minnesota, Kansas, Wisconsin, Michigan and Washington.