New York State Common Retirement Fund Grows Position in MDU Resources Group, Inc. $MDU

New York State Common Retirement Fund boosted its position in shares of MDU Resources Group, Inc. (NYSE:MDU) by 274.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 292,158 shares of the utilities provider’s stock after purchasing an additional 214,039 shares during the period. New York State Common Retirement Fund owned about 0.14% of MDU Resources Group worth $5,203,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of MDU Resources Group by 8.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 499,908 shares of the utilities provider’s stock worth $8,453,000 after buying an additional 39,978 shares during the period. Maryland State Retirement & Pension System increased its stake in MDU Resources Group by 0.9% in the second quarter. Maryland State Retirement & Pension System now owns 71,651 shares of the utilities provider’s stock worth $1,194,000 after purchasing an additional 606 shares during the period. Inspire Investing LLC lifted its position in shares of MDU Resources Group by 97.3% during the second quarter. Inspire Investing LLC now owns 40,432 shares of the utilities provider’s stock worth $674,000 after purchasing an additional 19,940 shares during the last quarter. Vanguard Personalized Indexing Management LLC lifted its position in shares of MDU Resources Group by 15.9% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 25,118 shares of the utilities provider’s stock worth $419,000 after purchasing an additional 3,439 shares during the last quarter. Finally, Yousif Capital Management LLC boosted its stake in shares of MDU Resources Group by 2.7% during the second quarter. Yousif Capital Management LLC now owns 78,226 shares of the utilities provider’s stock valued at $1,304,000 after purchasing an additional 2,031 shares during the period. Institutional investors own 71.44% of the company’s stock.

Trending Headlines about MDU Resources Group

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

• Positive Sentiment: Full‑year 2025 results show operating progress: net income of $190.4M and EPS of $0.93; income from continuing operations rose ~$10.3M year‑over‑year. The company emphasized continued execution as a regulated energy delivery business. MDU Resources Reports 2025 Year-End Results; Initiates 2026 Guidance
• Positive Sentiment: Rate base growth supports regulated‑business outlook: utility rate base increased ~16% year‑over‑year (including the 49% stake in the Badger Wind Farm), which supports future regulated earnings capacity. MDU Resources Reports 2025 Year-End Results; Initiates 2026 Guidance
• Neutral Sentiment: Q4 EPS matched analyst expectations at $0.37, helping avoid an earnings surprise. This indicates results were in line with current street forecasts. MDU Resources (MDU) Matches Q4 Earnings Estimates
• Neutral Sentiment: Company released an investor presentation and slide deck with Q4/2025 detail — useful for modeling and rate‑base trajectory but not a catalyst by itself. MDU Resources Group Releases Q4 and 2025 Results
• Negative Sentiment: Revenue fell short of expectations: Q4 revenue was $534.0M vs. consensus ~$560.7M and was slightly down year‑over‑year. The top‑line miss is a clear near‑term negative that likely pressured the stock. MDU Resources Q4 Earnings Meet Estimates, Revenues Decline Y/Y
• Negative Sentiment: 2026 EPS guidance (range $0.93–$1.00) is slightly below the consensus ~ $1.01 — investors often react negatively when guidance trails street estimates. Also notable: Q4 EPS compares unfavorably to $0.90 in the same quarter last year, highlighting year‑over‑year earnings pressure. MDU Resources Reports 2025 Year-End Results; Initiates 2026 Guidance

Analysts Set New Price Targets

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

MDU Resources Group Price Performance

Shares of MDU opened at $20.13 on Friday. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.69 and a current ratio of 0.75. The company has a 50 day moving average price of $20.04 and a 200-day moving average price of $18.73. MDU Resources Group, Inc. has a fifty-two week low of $15.04 and a fifty-two week high of $21.49. The stock has a market capitalization of $4.11 billion, a PE ratio of 24.26, a PEG ratio of 3.27 and a beta of 0.75.

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

MDU Resources Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, January 1st. Shareholders of record on Thursday, December 11th were given a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Thursday, December 11th. MDU Resources Group’s dividend payout ratio (DPR) is 67.47%.

About MDU Resources Group

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.