US · Utilities · Utilities - Regulated Gas
EPS came in at 0.08 against a street estimate of 0.10 — a miss of 20.0%.
Analysts rate MDU Resources Group Inc a buy (6 buy, 3 hold, 0 sell out of 9) with an average price target of $23.00.
CONFIDENT MDU posted Q2 earnings of $0.10/share on strong utility and pipeline execution. Major milestone: all Bakken East precedent agreements signed for 1.2 Bcf/day; FID before 4Q 7(c) filing. Reaffirmed 2026 guidance of $0.93–$1.00 EPS. Q2 2026 North Dakota data center growth creating win-win: capital-light model benefits company with incremental margin while retail customers receive bill credits and cost allocation relief. Community engagement ongoing. Analysts focused on Bakken East commercial progress, financing readiness, and timing of FID. Management confirmed all major customers signed, Board engagement ongoing, and FID decision expected before Q4 7(c) filing—specific month not committed. Data center ESA uplift deferred pending regulatory approval. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.00% |
| Barrow Hanley Mewhinney & Strauss LLC | 6.21% |
| Vanguard Portfolio Management, LLC | 6.03% |
| Dimensional Fund Advisors, Inc. | 4.96% |
| Earnest Partners LLC | 4.62% |
| Vanguard Capital Management, LLC | 4.48% |
| State Street Corp | 3.51% |
| Bank of America Corp | 2.90% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $14.0 million, down from $18.4 million in the third quarter of 2025. • Diluted earnings per sha | 2026-11-05 |
| Quarterly report · Q2 2026 MDU RESOURCES GROUP, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Operating revenues (Q2 2026): $375.3 million, | 2026-08-06 |
| Results announced · Q3 2026 MDU RESOURCES GROUP - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Consolidated net income: $21.3 million (Q2 2026) vs. $13.7 million (Q2 2025), up 5 | 2026-08-06 |
| Board / officer change · Q2 2026 MDU RESOURCES GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholders' meeting held May 11, 2026 in virtual-only format • 6,564,000 ad | 2026-05-13 |
| Quarterly report · Q1 2026 MDU RESOURCES GROUP, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $80.8 million ($0.39 per share basic and diluted) • Net inco | 2026-05-07 |
| Results announced · Q2 2026 MDU RESOURCES Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $80.8 million (Q1 2026) vs. $82.0 million (Q1 2025) • Diluted EPS: $0.39 (Q1 2 | 2026-05-07 |
| Proxy statement · Q2 2026 MDU RESOURCES GROUP, INC. – PROXY STATEMENT SUMMARY --- CEO COMPENSATION • Nicole A. Kivisto (President and CEO) 2025 Total Compensation: The docum | 2026-04-01 |
| Annual report FY2025 MDU RESOURCES GROUP, INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market value of voting stock (non-affiliates, June 30, 2025): $3,394,621,007 • | 2026-02-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.14 / share ex-date Sep 10, 2026 · pay Oct 1, 2026 | 2026-09-10 |
| Dividend | $0.14 / share ex-date Jun 11, 2026 · pay Jul 1, 2026 | 2026-06-11 |
| Dividend | $0.14 / share ex-date Mar 12, 2026 · pay Apr 1, 2026 | 2026-03-12 |
| Dividend | $0.14 / share ex-date Dec 11, 2025 · pay Jan 1, 2026 | 2025-12-11 |
| Split | 1805 : 1000 effective Nov 1, 2024 | 2024-11-01 |
| Announcement | Date |
|---|---|
| 2026 earnings guidance reaffirmed alongside positive Bakken East Pipeline investment decision MDU Resources reported weaker third-quarter 2026 results. Net income fell to $14.0 million from $18.4 million a year earlier, and diluted earnings per share declined to $0.07 from $0.09. Adj | 2026-11-05 |
| Q2 2026 earnings reported; full-year EPS guidance reaffirmed at $0.93-$1.00 MDU Resources reported strong Q2 2026 results with consolidated net income of $21.3 million, up 55.5% year-over-year, and earnings per share of $0.10, up 42.9%. The company reaffirmed its 20 | 2026-08-06 |
| Bakken East Pipeline project progressing; $2.7-3.2B capital investment projected MDU Resources reported Q1 2026 net income of $80.8 million ($0.39 per share), slightly down from $82.0 million ($0.40) in Q1 2025. The company reaffirmed its 2026 full-year earnings guidance | 2026-05-07 |
| Five-year capital investment plan announced MDU Resources Group announced a five-year capital investment plan on November 20, 2025. The company is committing to a multi-year spending program, though the specific dollar amount and deta | 2025-11-20 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.