MDU Resources Group, Inc. $MDU Shares Sold by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd lowered its stake in MDU Resources Group, Inc. (NYSE:MDU) by 73.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,927 shares of the utilities provider’s stock after selling 40,475 shares during the period. Y Intercept Hong Kong Ltd’s holdings in MDU Resources Group were worth $266,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Salomon & Ludwin LLC acquired a new stake in MDU Resources Group in the third quarter valued at approximately $25,000. Hantz Financial Services Inc. acquired a new stake in shares of MDU Resources Group in the 2nd quarter valued at $26,000. Geneos Wealth Management Inc. raised its holdings in shares of MDU Resources Group by 94.5% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,647 shares of the utilities provider’s stock valued at $27,000 after purchasing an additional 800 shares in the last quarter. Country Trust Bank purchased a new stake in shares of MDU Resources Group during the 2nd quarter worth $33,000. Finally, GHP Investment Advisors Inc. acquired a new position in shares of MDU Resources Group during the second quarter worth $39,000. Hedge funds and other institutional investors own 71.44% of the company’s stock.

MDU Resources Group Stock Performance

Shares of MDU Resources Group stock opened at $20.13 on Friday. The firm’s fifty day simple moving average is $20.04 and its 200-day simple moving average is $18.73. MDU Resources Group, Inc. has a 12 month low of $15.04 and a 12 month high of $21.49. The stock has a market capitalization of $4.11 billion, a price-to-earnings ratio of 24.26, a PEG ratio of 3.27 and a beta of 0.75. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.75 and a quick ratio of 0.69.

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

MDU Resources Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 1st. Stockholders of record on Thursday, December 11th were issued 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 dividend yield of 2.8%. MDU Resources Group’s payout ratio is presently 67.47%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on MDU shares. TD Cowen assumed coverage on 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. Jefferies Financial Group raised their target price on MDU Resources Group to $22.00 and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of MDU Resources Group in a report on Monday, December 29th. Zacks Research upgraded shares of MDU Resources Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, December 4th. Finally, Citigroup restated a “neutral” rating on shares of MDU Resources Group in a research report on Thursday, January 15th. One research analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $21.00.

Key Stories Impacting MDU Resources Group

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

• Positive Sentiment: MDU accelerated its Badger Wind acquisition and unveiled a $3.1 billion capital plan intended to drive long-term EPS growth of 6%–8%, signaling management is prioritizing regulated growth and renewables exposure. MDU targets 6% to 8% long-term EPS growth
• Positive Sentiment: MDU reported full-year 2025 results showing net income of $190.4M and highlighted utility rate base growth of ~16% year-over-year (including the Badger stake), supporting future regulated revenue and rate-base driven earnings. MDU Reports 2025 Year-End Results; Initiates 2026 Guidance
• Neutral Sentiment: Q4 adjusted EPS of $0.37 matched analyst estimates, avoiding an earnings surprise, and management provided an investor slide deck and call transcript for additional detail. These materials give visibility but didn’t materially change near-term expectations. Q4 2025 Earnings Transcript
• Negative Sentiment: Revenue for Q4 came in below estimates ($534M reported vs. ~$561M consensus) and Q4 revenue was slightly down year-over-year, raising short-term growth concerns for the construction/contracting and energy delivery segments. Q4 Earnings Meet Estimates, Revenues Decline Y/Y
• Negative Sentiment: MDU set FY2026 EPS guidance at $0.93–$1.00, below the ~$1.01 consensus, which likely pressured the stock because it lowers near-term earnings expectations despite the longer-term capital plan. MDU Reports 2025 Year-End Results; Initiates 2026 Guidance

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.