MDU
MDU RESOURCES GROUP INC
$21.11
+0.96%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (58%)
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity17 buys / 12 sells
Insider Activity1B / 0S
Insider Net $$104.2K
SEC Reports2
Exchange NYSE·Sector Mining & Quarrying of Nonmetallic Minerals (No Fuels)·CIK 0000067716·Prev Close $20.91
Recent Activity
May 13, 2026
SEC
MDU Resources Group filed an 8-K reporting routine annual meeting results (all director nominees elected, executive comp
8-K — Impact 3/10
Apr 1, 2026
SEC
MDU Resources Group Inc. filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The filing i
DEFA14A — Impact 3/10
Mar 31, 2026
Insider
Dosch Vernon A. was granted 1,334 shares
Director
Mar 31, 2026
Insider
DURKIN MARIAN M was granted 157 shares
Director
Feb 17, 2026
Insider
Boese Dyke A. was granted 3,702 shares
CIO
Inst.
VAUGHAN NELSON INVESTMENT MANAGEMENT, — NEW
2,531,705 shares ($52.5M)
Inst.
FIRST TRUST ADVISORS LP — TRIM
1,481,593 shares ($30.7M)
Jun 9, 2026
short_volume
Short Volume: MDU — 63.1% short (0.3M / 0.5M)
Short: 333,166 | Exempt: 2,000 | TRF Vol: 527,612 | Short Ratio: 63.1% | Off-exchange volume (dark p
Price Targets
$23.29
+10.3% upside
Buy
Current $21.11
Low $21.00
Median $23.00
High $28.00
7 analysts
$21.00
$28.00
Analyst Ratings
5Strong Buy
2Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| Apr 16, 2026 | JP Morgan | INITIATE | Neutral |
| Feb 24, 2026 | Freedom Broker | MAINTAIN | Hold → Hold |
| Dec 24, 2025 | Freedom Broker | INITIATE | Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.09 ▼ -2.1% | $0.08 — $0.10 | 25% YoY | 5 |
| Next Q | $0.12 | $0.10 — $0.14 | 33% YoY | 5 |
| Current FY | $0.97 | $0.93 — $0.99 | 4% YoY | 7 |
| Next FY | $1.05 ▼ -1.0% | $1.01 — $1.09 | 8% YoY | 7 |
Latest Reports
NEUTRAL
8-K
3/10
MDU Resources Group filed an 8-K reporting routine annual meeting results (all director nominees elected, executive comp
May 13, 2026
NEUTRAL
DEFA14A
3/10
MDU Resources Group Inc. filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The filing i
Apr 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $532.8M | — |
| BARROW HANLEY MEWHINNEY & | $285.1M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $259.6M | — |
| DIMENSIONAL FUND ADVISORS LP | $213.1M | — |
| EARNEST PARTNERS LLC | $204.8M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 31, 2026 | Dosch Vernon | A | $0.00 |
| Mar 31, 2026 | DURKIN MARIAN | A | $0.00 |
| Feb 17, 2026 | Boese Dyke | A | $0.00 |
| Feb 13, 2026 | KELLEY CHARLES | BUY | $104.2K |
50 institutional holders with $2.9B total value (140,037,263 shares) as of 2026-Q1. Top holders: BlackRock,, BARROW, VANGUARD. Net buying activity: 17 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25,712,048 | $532.8M | 18.4% | — |
| 2 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13,760,167 | $285.1M | 9.8% | ADD +41.3% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12,526,974 | $259.6M | 8.9% | — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 10,285,747 | $213.1M | 7.3% | — |
| 5 | EARNEST PARTNERS LLC | 9,881,880 | $204.8M | 7.1% | DOUBLED +678.2% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 9,147,886 | $189.5M | 6.5% | — |
| 7 | STATE STREET CORP | 6,990,274 | $145.8M | 5.0% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 6,202,460 | $128.5M | 4.4% | DOUBLED +437.2% |
| 9 | SEI INVESTMENTS CO | 5,261,426 | $109.0M | 3.8% | DOUBLED +412.9% |
| 10 | MORGAN STANLEY | 4,221,525 | $87.5M | 3.0% | — |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,596,001 | $53.8M | 1.9% | — |
| 12 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2,531,705 | $52.5M | 1.8% | NEW |
| 13 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2,506,549 | $51.9M | 1.8% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,264,562 | $46.9M | 1.6% | — |
| 15 | Invesco Ltd. | 1,881,002 | $39.0M | 1.3% | — |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,801,678 | $37.3M | 1.3% | — |
| 17 | Allspring Global Investments Holdings, LLC | 1,480,630 | $31.1M | 1.1% | — |
| 18 | FIRST TRUST ADVISORS LP | 1,481,593 | $30.7M | 1.1% | TRIM -66.6% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 1,381,030 | $28.5M | 1.0% | — |
| 20 | VANGUARD FIDUCIARY TRUST CO | 1,268,614 | $26.3M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | — | 2,531,705 | — | $52.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 4,436,521 | 1,481,593 | -66.6% | $30.7M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 313,050 | 929,844 | +197.0% | $19.3M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 10,658 | 590,225 | +5437.9% | $12.2M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 1,200,000 | 500,000 | -58.3% | $10.4M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 10,934 | 315,252 | +2783.2% | $6.5M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 95,788 | 300,000 | +213.2% | $6.2M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 59,226 | 289,470 | +388.8% | $6.0M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 391,802 | 288,491 | -26.4% | $6.0M | 2026-Q1 |
| Baird Financial Group, Inc. | TRIM | 312,765 | 167,919 | -46.3% | $3.5M | 2026-Q1 |
| Financial Engines Advisors L.L.C. | DOUBLED | 48,819 | 164,167 | +236.3% | $3.4M | 2026-Q1 |
| FMR LLC | TRIM | 435,506 | 149,241 | -65.7% | $3.1M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 105,463 | 142,797 | +35.4% | $3.0M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 61,855 | 132,788 | +114.7% | $2.8M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | TRIM | 294,629 | 105,911 | -64.1% | $2.2M | 2026-Q1 |
| MACQUARIE GROUP LTD | TRIM | 116,124 | 72,439 | -37.6% | $1.5M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 162,113 | 61,054 | -62.3% | $1.3M | 2026-Q1 |
| Atria Investments, Inc | TRIM | 67,120 | 47,244 | -29.6% | $978.9K | 2026-Q1 |
| &PARTNERS | ADD | 22,611 | 40,317 | +78.3% | $835.4K | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 13,381 | 21,576 | +61.2% | $447.1K | 2026-Q1 |
| XPONANCE LLC | ADD | 10,013 | 14,636 | +46.2% | $303.3K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 4,778 | 7,172 | +50.1% | $148.6K | 2026-Q1 |
| Allworth Financial LP | ADD | 1,070 | 1,734 | +62.1% | $35.9K | 2026-Q1 |
| GROUP ONE TRADING LLC | ADD | 600 | 905 | +50.8% | $18.8K | 2026-Q1 |
| ASSETMARK, INC | ADD | 503 | 897 | +78.3% | $18.6K | 2026-Q1 |
4 unique insiders with 4 transactions. Net insider value: $104.2K ($104.2K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | Dosch Vernon A. | Director | AWARD | 1,334 | — | — |
| Mar 31, 2026 | DURKIN MARIAN M | Director | AWARD | 157 | — | — |
| Feb 17, 2026 | Boese Dyke A. | CIO | AWARD | 3,702 | — | — |
| Feb 13, 2026 | KELLEY CHARLES M | Director | BUY | 5,000 | $20.85 | $104.2K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (58% buy). Based on 12 analysts: 5 strong buy, 2 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$23.29 mean target
+10.3% upside
Buy (2.00)
$21.00 Low
$28.00 High
| Metric | Value |
|---|---|
| Current Price | $21.11 |
| Target Low | $21.00 |
| Target Mean | $23.29 |
| Target Median | $23.00 |
| Target High | $28.00 |
| # Analysts | 7 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.09 | $0.08 | $0.10 | 24.6% | -2.1% | 0↑ 1↓ | $0.4B | 9.3% | 5 |
| Next Q 2026-09-30 |
$0.12 | $0.10 | $0.14 | 33.2% | +0.1% | 1↑ 0↓ | $0.3B | 10.0% | 5 |
| Current FY 2026-12-31 |
$0.97 | $0.93 | $0.99 | 4.3% | -0.3% | 0↑ 1↓ | $2.0B | 5.9% | 7 |
| Next FY 2027-12-31 |
$1.05 | $1.01 | $1.09 | 8.1% | -1.0% | 0↑ 2↓ | $2.1B | 6.9% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.087 | |
| 7d ago | $0.087 | |
| 30d ago | $0.089 | -0.002 |
| 60d ago | $0.084 | +0.003 |
| 90d ago | $0.084 | +0.003 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 16, 2026 | JP Morgan | INITIATE | — | Neutral |
| Feb 24, 2026 | Freedom Broker | MAINTAIN | Hold | Hold |
| Dec 24, 2025 | Freedom Broker | INITIATE | — | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 2 | 5 | 0 | 0 | 58% | |
| May 1, 2026 | 5 | 2 | 5 | 0 | 0 | 58% | |
| Apr 1, 2026 | 5 | 2 | 4 | 0 | 0 | 64% | |
| Mar 1, 2026 | 5 | 2 | 4 | 0 | 0 | 64% | |
| Feb 1, 2026 | 5 | 2 | 4 | 0 | 0 | 64% | |
| Jan 1, 2026 | 5 | 2 | 4 | 0 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: MDU — 63.1% short (0.3M / 0.5M)
Short: 333,166 | Exempt: 2,000 | TRF Vol: 527,612 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: MDU — 1.8M shares, 35,272 trades
Week starting 2026-05-25. Total ATS volume: 1,835,151 shares across 35,272 trades.
May 18, 2026
dark_pool
Dark Pool: MDU — 3.0M shares, 49,137 trades
Week starting 2026-05-18. Total ATS volume: 3,000,357 shares across 49,137 trades.
May 13, 2026
short_volume
Short Volume: MDU — 56.9% short (0.3M / 0.5M)
Short: 310,121 | Exempt: 0 | TRF Vol: 545,007 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: MDU — 63.2% short (0.4M / 0.7M)
Short: 428,116 | Exempt: 798 | TRF Vol: 677,726 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: MDU — 2.2M shares, 47,152 trades
Week starting 2026-05-11. Total ATS volume: 2,156,094 shares across 47,152 trades.
May 7, 2026
earnings_calendar
MDU Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: MDU — 74.0% short (0.8M / 1.1M)
Short: 840,344 | Exempt: 1,082 | TRF Vol: 1,135,441 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: MDU — 2.3M shares, 46,804 trades
Week starting 2026-05-04. Total ATS volume: 2,289,194 shares across 46,804 trades.
Apr 30, 2026
short_volume
Short Volume: MDU — 72.2% short (0.4M / 0.5M)
Short: 392,644 | Exempt: 400 | TRF Vol: 544,149 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: MDU — 74.8% short (0.6M / 0.7M)
Short: 559,490 | Exempt: 0 | TRF Vol: 748,192 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: MDU — 1.8M shares, 35,248 trades
Week starting 2026-04-27. Total ATS volume: 1,816,116 shares across 35,248 trades.
Apr 20, 2026
dark_pool
Dark Pool: MDU — 1.4M shares, 26,593 trades
Week starting 2026-04-20. Total ATS volume: 1,362,153 shares across 26,593 trades.
Apr 16, 2026
short_volume
Short Volume: MDU — 56.5% short (0.3M / 0.6M)
Short: 342,257 | Exempt: 0 | TRF Vol: 605,865 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: MDU — 1.9M shares, 38,300 trades
Week starting 2026-04-13. Total ATS volume: 1,914,257 shares across 38,300 trades.