MDU Resources

MDU

Market cap $4.26B

Corvex sold 4,183,151 shares of MDU Resources Group in the fourth quarter. The quarter-end position value declined by $74.50 million as a result.

BISMARCK, N.D., Feb. 19, 2026 /PRNewswire/ -- The board of directors of MDU Resources Group, Inc. (NYSE: MDU) today declared a quarterly dividend on the company's common stock of 14 cents per share, unchanged from the previous quarter.

Timken remains a compelling investment as it supplies essential components that customers cannot easily replace. MDU remains an attractive investment as electricity demand continues to rise, particularly from energy-intensive industries such as data centers locating in the central United States. During the quarter, Raymond James' shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure rather than underlying business momentum.

Near-Term Outlook For MDU Resources Is Good, Not Great

MDU Resources Group, Inc. (MDU) Q4 2025 Earnings Call Transcript

MDU delivers Q4 EPS in line with estimates and initiates 2026 guidance. Revenues edge lower year over year.

MDU Resources (MDU) came out with quarterly earnings of $0.37 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.34 per share a year ago.

Net income of $190.4 million and earnings per share of $0.93 Income from continuing operations of $191.4 million, up $10.3 million year-over-year Utility rate base grew 16.0% year-over-year including the 49% ownership stake in Badger Wind Farm 2026 guidance: earnings per share in the range of $0.93 to $1.00 BISMARCK, N.D., Feb. 5, 2026 /PRNewswire/ -- MDU Resources Group, Inc. (NYSE: MDU) today announced its financial results for 2025, reflecting continued execution of the company's strategy as a pure-play regulated energy delivery business.

In the fourth quarter of 2025, the Harbor SMID Cap Core ETF returned 1.13% (NAV), underperforming its benchmark, the Russell 2500® Index. Harbor SMID Cap Core ETF sector headwinds were partially offset by improved relative performance in Information Technology as speculative names lost momentum. Raymond James shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure.

Investors interested in stocks from the Utility - Gas Distribution sector have probably already heard of ONE Gas (OGS) and MDU Resources (MDU). But which of these two stocks offers value investors a better bang for their buck right now?