MDU Resources Group, Inc. (MDU)
NYSEUtilitiesRegulated GasSnapshot 2026-11-05
$18.53-6.51%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated GasSnapshot 2026-11-05
QuarterlyIQ Insights · MDU
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -1.4% |
| Our one-year growth estimate | diamond | 13.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 15.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 5 industry peers · Company calendar date is not available
MDU — earnings miss
Dated 2026-11-05
Results of Operations and Financial Condition. On November 5, 2026, MDU Resources Group, Inc. (the “Company”) issued a news release (the “News Release”) announcing its financial results for the third quarter of 2026. A copy of the News Release is furnished as Exhibit 99 to this Current Report on Form 8-K, which, in its entirety, is incorporated herein by reference. The Company is webcasting a conference call on November 5, 2026, to discuss its third quarter 2026 financial results, during whic…
Why it matters: The filing is a key step toward a final project decision. It would put the project with nearly 1.2 billion cubic feet per day of signed customer agreements before FERC.
Supportive ifMDU files its FERC Section 7(c) application in Q4 2026. Customer agreements remain near 1.2 billion cubic feet per day.
Worry ifThe filing slips past Q4 2026, or MDU reports a cut in signed customer volumes.
Why it matters: MDU reaffirmed this range in both Q1 and Q2. Its next report will show whether results still support the range.
Watch forOn Nov. 5, MDU keeps its 2026 EPS range at $0.93 to $1.00 and reports progress toward that range.
Also watch forMDU cuts its 2026 EPS range below $0.93 or reports that results no longer support the range.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$64 on $10,000 · ±0.6% | How much price usually moves either way. |
| Bad day | $223 loss on $10,000 · 2.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,934 loss on $10,000 · 19.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.