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 earnings per share (EPS) guidance of 0.930-1.000 for the period, compared to the consensus estimate of 1.010. The company issued revenue guidance of -.

MDU Resources Group Stock Up 2.2%

NYSE:MDU traded up $0.45 during trading hours on Friday, reaching $20.61. 505,237 shares of the company traded hands, compared to its average volume of 2,128,917. The business’s 50-day moving average price is $20.04 and its two-hundred day moving average price is $18.73. MDU Resources Group has a 1 year low of $15.04 and a 1 year high of $21.49. The company has a current ratio of 0.75, a quick ratio of 0.69 and a debt-to-equity ratio of 0.80. The stock has a market capitalization of $4.21 billion, a P/E ratio of 24.86, a P/E/G ratio of 3.27 and a beta of 0.75.

MDU Resources Group (NYSE:MDU) last released its quarterly earnings data on Thursday, February 5th. The utilities provider reported $0.37 earnings per share for the quarter, meeting the consensus estimate of $0.37. The firm had revenue of $534.00 million during the quarter, compared to the consensus estimate of $560.72 million. MDU Resources Group had a return on equity of 6.81% and a net margin of 9.02%.The firm’s quarterly revenue was down .3% on a year-over-year basis. During the same period in the previous year, the company posted $0.90 earnings per share. MDU Resources Group has set its FY 2026 guidance at 0.930-1.000 EPS. Analysts predict that MDU Resources Group will post 0.94 earnings per share for the current year.

MDU Resources Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 1st. Investors of record on Thursday, December 11th were paid a $0.14 dividend. The ex-dividend date of this dividend was Thursday, December 11th. This represents a $0.56 dividend on an annualized basis and a yield of 2.7%. MDU Resources Group’s payout ratio is 67.47%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on MDU. TD Cowen started coverage on shares of MDU Resources Group in a research note on Thursday, October 16th. They issued a “hold” rating and a $20.00 price target on the stock. Citigroup restated a “neutral” rating on shares of MDU Resources Group in a report on Thursday, January 15th. Weiss Ratings reiterated a “hold (c-)” rating on shares of MDU Resources Group in a report on Monday, December 29th. Jefferies Financial Group raised their target price on MDU Resources Group to $22.00 and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Finally, Zacks Research upgraded shares of MDU Resources Group from a “strong sell” rating to a “hold” rating in a report on Thursday, December 4th. One investment analyst has rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, MDU Resources Group has an average rating of “Hold” and an average target price of $21.00.

Key Stories Impacting MDU Resources Group

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

• Positive Sentiment: Company set a multi-year capital plan and accelerated the Badger Wind acquisition, targeting 6%–8% long‑term EPS growth — a strategic move to expand regulated earnings and support future growth. MDU Resources targets 6% to 8% long-term EPS growth
• Positive Sentiment: Utility rate base grew ~16% year‑over‑year (including the 49% ownership in Badger Wind), which supports regulated revenue stability and future rate‑based returns. MDU Resources Reports 2025 Year-End Results; Initiates 2026 Guidance
• Neutral Sentiment: Q4 EPS of $0.37 matched analyst estimates, indicating operating results largely in line with expectations; quarterly EPS comparisons are complicated by prior‑year items. MDU Resources (MDU) Matches Q4 Earnings Estimates
• Neutral Sentiment: Management released an investor presentation and held an earnings call/transcript that outline execution, capital allocation priorities, and assumptions behind guidance — useful for modeling and hearing management tone on timing of Badger integration. MDU Resources Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue for Q4 came in below street estimates ($534M vs. ~$561M consensus), a near‑term weakness that may pressure top‑line expectations. MDU Resources Q4 Earnings Meet Estimates, Revenues Decline Y/Y
• Negative Sentiment: FY‑2026 EPS guidance of $0.93–$1.00 was introduced below the consensus (~$1.01), which could temper near‑term upside and explains some investor caution. MDU Resources Reports 2025 Year-End Results; Initiates 2026 Guidance

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in MDU. Moors & Cabot Inc. boosted its stake in shares of MDU Resources Group by 12.7% during the 3rd quarter. Moors & Cabot Inc. now owns 53,742 shares of the utilities provider’s stock worth $957,000 after purchasing an additional 6,036 shares during the last quarter. Brevan Howard Capital Management LP purchased a new position in MDU Resources Group in the 3rd quarter valued at about $1,000,000. Armistice Capital LLC acquired a new stake in shares of MDU Resources Group during the third quarter valued at about $1,160,000. Raymond James Financial Inc. increased its position in shares of MDU Resources Group by 24.5% during the second quarter. Raymond James Financial Inc. now owns 73,675 shares of the utilities provider’s stock worth $1,228,000 after acquiring an additional 14,483 shares during the last quarter. Finally, State of Tennessee Department of Treasury grew its stake in MDU Resources Group by 2.4% during the 2nd quarter. State of Tennessee Department of Treasury now owns 95,018 shares of the utilities provider’s stock valued at $1,584,000 after purchasing an additional 2,257 shares in the last quarter. 71.44% of the stock is owned by hedge funds and other institutional investors.

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.