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

Y Intercept Hong Kong Ltd decreased its stake in shares of MDU Resources Group, Inc. (NYSE:MDU) by 73.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 14,927 shares of the utilities provider’s stock after selling 40,475 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in MDU Resources Group were worth $266,000 at the end of the most recent reporting period.

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

Wall Street Analysts Forecast Growth

MDU has been the topic of several analyst reports. TD Cowen initiated coverage on shares of MDU Resources Group in a research report on Thursday, October 16th. They set a “hold” rating and a $20.00 price target on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of MDU Resources Group in a research note on Monday, December 29th. Citigroup reaffirmed a “neutral” rating on shares of MDU Resources Group in a research note on Thursday, January 15th. Jefferies Financial Group increased their price target on MDU Resources Group to $22.00 and gave the stock a “buy” rating in a report 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 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, the stock presently has an average rating of “Hold” and a consensus target price of $21.00.

MDU Resources Group Stock Performance

Shares of MDU Resources Group stock opened at $20.13 on Friday. The stock has a market capitalization of $4.11 billion, a price-to-earnings ratio of 24.26, a price-to-earnings-growth 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. The business has a 50-day moving average of $20.04 and a 200 day moving average of $18.73. MDU Resources Group, Inc. has a 12 month low of $15.04 and a 12 month high of $21.49.

MDU Resources Group (NYSE:MDU) last issued its quarterly earnings results on Thursday, February 5th. The utilities provider reported $0.37 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.37. MDU Resources Group had a net margin of 9.02% and a return on equity of 6.81%. The business had revenue of $534.00 million for the quarter, compared to analysts’ expectations of $560.72 million. During the same quarter in the prior year, the company earned $0.90 earnings per share. The business’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, sell-side analysts forecast that MDU Resources Group, Inc. will post 0.94 earnings per share for the current year.

MDU Resources Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 1st. Shareholders of record on Thursday, December 11th were given a $0.14 dividend. 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 currently 67.47%.

Trending Headlines about 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 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.