MDU Resources Group Gestione
Criteri Gestione verificati 3/4
MDU Resources Group Il CEO è Nicole Kivisto, nominato in Jan2024, e ha un mandato di 2.42 anni. la retribuzione annua totale è $ 4.81M, composta da 19.2% di stipendio e 80.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.1% delle azioni della società, per un valore di $ 4.58M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.7 anni e 1.6 anni.
Informazioni chiave
Nicole Kivisto
Amministratore delegato
US$4.8m
Compenso totale
| Percentuale dello stipendio del CEO | 19.22% |
| Mandato del CEO | 2.4yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 5.7yrs |
| Durata media del Consiglio di amministrazione | 1.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 02
MDU: EPS Guidance And Capital Plans Will Shape Future P/E
Narrative Update Analysts have modestly lifted the implied fair value range for MDU Resources Group, reflecting a higher blended price target of about $22. This target is supported by updated models that factor in adjusted capital plans, slightly higher forecast revenue growth and margin assumptions, and a revision in the expected future P/E multiple.
Aggiornamento della narrazione • May 14
MDU: Future Earnings Delivery And Capital Discipline Will Support Upside Potential
Narrative Update Analysts have lifted their average price target for MDU Resources Group from $23.00 to about $27.46, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions based on recent research from several large firms. Analyst Commentary Recent Street research coverage on MDU Resources Group points to a mix of cautious and constructive views, with investors watching how the stock tracks against updated valuation work.Aggiornamento della narrazione • Apr 28
MDU: EPS Guidance And Neutral Street Stance Will Shape Future P/E
Analysts have made a small adjustment to the MDU Resources Group price target. The updated view reflects modestly higher revenue growth and profit margin assumptions, along with a slightly lower future P/E, following recent mixed target changes and a neutral initiation on the stock.
Aggiornamento della narrazione • Apr 14
MDU: Evolving Price Views And 2026 EPS Outlook Will Shape Risk Balance
MDU Resources' analyst price target has been nudged higher by about $0.17 to roughly $22.17 as analysts factor in recent updates to their fair value estimate and slightly adjusted assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on MDU Resources Group reflects a mix of optimism and caution, with price targets adjusted both higher and lower over the past few months.Aggiornamento della narrazione • Mar 31
MDU: Tighter Price Views And 2026 EPS Guidance Will Shape Risk Balance
Analysts have adjusted their price targets on MDU Resources Group in a narrow range, with a $1 cut from one firm and a $4 increase from another. These changes reflect updated views on fair value and earnings multiples, while keeping core assumptions such as discount rate, revenue growth, profit margin and future P/E essentially unchanged.Aggiornamento della narrazione • Mar 16
MDU: Mixed Research Views And 2026 Guidance Will Shape Risk Reward Balance
Analysts have adjusted the MDU Resources Group price target to $22.00, a change of $1.20. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E following recent research that includes both a $1 cut at BofA and a $4 increase at Citi.Aggiornamento della narrazione • Mar 02
MDU: Equity Raise And EPS Guidance Will Shape Future P E Expectations
Analysts have fine tuned their view on MDU Resources Group, with the consensus price target moving slightly as firms adjusted their outlook in response to changes such as Citi's recent $4 increase and BofA's $1 reduction, reflecting updated assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research updates around MDU Resources Group highlight a mixed but increasingly cautious tone, as price targets are adjusted to reflect updated views on revenue, margins and acceptable P/E levels.Aggiornamento della narrazione • Feb 16
MDU: Equity Raise And EPS Guidance Will Shape Balanced P E Expectations
Narrative Update on MDU Resources Group The analyst price target for MDU Resources Group has shifted by a few dollars as analysts reassessed their models using updated views on revenue growth, profit margins and future P/E expectations cited in recent research from firms including BofA and Citi, which moved their targets by $1 and $4 respectively. Analyst Commentary Recent Street research on MDU Resources Group reflects a mixed setup, with some bearish analysts trimming expectations while others see room for improved valuation.Articolo di analisi • Feb 08
Analysts Have Made A Financial Statement On MDU Resources Group, Inc.'s (NYSE:MDU) Yearly Report
The yearly results for MDU Resources Group, Inc. ( NYSE:MDU ) were released last week, making it a good time to revisit...Seeking Alpha • Feb 08
Near-Term Outlook For MDU Resources Is Good, Not Great
Summary MDU Resources reported modest FY 2025 EPS growth but missed revenue expectations, prompting a post-earnings stock decline. MDU trades at an average sector valuation, with recent price appreciation eroding its value proposition; I rate the stock a Hold. Significant capex plans ($3.1B through 2030) and renewable investments are funded partly by shareholder dilution, with further issuances possible. Dividend yield (2.75%) and sector-relative growth are unremarkable, limiting appeal for income- or growth-focused investors. Read the full article on Seeking AlphaAggiornamento della narrazione • Feb 02
MDU: Updated Equity Raise And EPS Guidance Will Shape Balanced Outlook
Analysts have raised their price target on MDU Resources Group by $4 to reflect modestly higher assumptions for revenue growth, profit margin and future P/E, while keeping their fair value estimate essentially unchanged at $20.00. Analyst Commentary While the higher price target reflects updated assumptions, bearish analysts are still flagging areas where they see risk around MDU Resources Group’s current valuation and execution path.Aggiornamento della narrazione • Jan 19
MDU: Future Capex Plans And Funding Costs Set Up Balanced Outlook
Analysts have lifted their fair value estimate for MDU Resources Group from $18.00 to $20.00 per share, citing updated assumptions around revenue growth, funding costs and sector capex trends reflected in recent Street research. Analyst Commentary Street research on MDU Resources Group has recently highlighted a more constructive stance on the shares, with higher price targets framed around updated expectations for capital spending and funding costs across the utilities group.Aggiornamento della narrazione • Jan 05
MDU: Transmission Expansion And Capital Cycle Will Drive Upside Potential
Analysts have modestly trimmed their fair value estimate for MDU Resources Group from $24.00 to $23.00, citing a higher discount rate, partly offset by stronger expected revenue growth, expanding profit margins, and a lower future P E multiple that still supports incremental upside versus recent Street price target increases to about $22.00. Analyst Commentary Recent Street research reflects a generally constructive stance on MDU Resources Group, with bullish analysts highlighting improving sector fundamentals and company specific execution.Aggiornamento della narrazione • Dec 18
MDU: Pipeline Expansion And Equity Offering Will Shape Future Risk Reward Balance
Analysts nudged their price target on MDU Resources Group modestly higher, lifting fair value from $20.50 to $20.80 as they factor in a slightly richer future earnings multiple supported by an improving utilities capex backdrop and increasingly visible pipeline upside. Analyst Commentary Analysts remain broadly constructive on MDU Resources Group, highlighting an improving growth and return profile supported by pipeline expansion and a more favorable utilities capex cycle, but views diverge on how much of this upside is already reflected in the current valuation.Aggiornamento della narrazione • Dec 04
MDU: Pipeline Projects And Equity Raise Will Shape Future Utility Profile
Analysts nudged their price target on MDU Resources slightly higher to $22 from $20, reflecting modestly lower perceived cost of capital and steady expectations for mid single digit earnings growth, supported by visible pipeline upside and a favorable utilities capex backdrop. Analyst Commentary Recent Street research presents a generally constructive but balanced view on MDU Resources, with bullish analysts highlighting re-rated upside tied to capital deployment and pipeline projects, while more cautious voices point to relative value constraints versus higher growth peers in the utilities space.Aggiornamento della narrazione • Nov 20
MDU: Future Pipeline Projects And Capital Spending Will Shape Utility Outlook
Analysts have raised their price target for MDU Resources Group by $2 to $22. They cite a positive industry outlook, as well as expectations for increased capital expenditures and improved cost of capital in the utility sector.Aggiornamento della narrazione • Nov 06
MDU: Capital Expenditure And Pipeline Projects Will Support Balanced Long-Term Outlook
The analyst price target for MDU Resources Group has increased by $2 to $22. Analysts cite a positive utilities sector outlook and anticipated capital expenditure growth as key factors supporting the updated valuation.Aggiornamento della narrazione • Oct 23
Analyst Commentary Highlights Upgraded Targets and Mixed Outlook for MDU Resources Group
The analyst price target for MDU Resources Group increased from $20.00 to $22.00. This reflects growing optimism amid positive sector updates as well as expectations for stronger capital spending and reduced capital costs.Aggiornamento della narrazione • Sep 20
US Infrastructure And Pipeline Expansion Will Shape Future Energy
Analysts have raised MDU Resources Group’s price target to $20.00, citing improving visibility of pipeline project upside, attractive core business valuation, and differentiated 6–8% expected earnings growth. Analyst Commentary Bullish analysts cite compelling value in MDU’s core business at current share levels.Articolo di analisi • Aug 18
MDU Resources Group (NYSE:MDU) Is Increasing Its Dividend To $0.14
MDU Resources Group, Inc. ( NYSE:MDU ) will increase its dividend from last year's comparable payment on the 1st of...Articolo di analisi • Jul 12
MDU Resources Group, Inc.'s (NYSE:MDU) Share Price Could Signal Some Risk
It's not a stretch to say that MDU Resources Group, Inc.'s ( NYSE:MDU ) price-to-earnings (or "P/E") ratio of 17.9x...Articolo di analisi • Jun 24
These 4 Measures Indicate That MDU Resources Group (NYSE:MDU) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • May 18
MDU Resources Group (NYSE:MDU) Is Paying Out A Dividend Of $0.13
MDU Resources Group, Inc. ( NYSE:MDU ) will pay a dividend of $0.13 on the 1st of July. Including this payment, the...Seeking Alpha • Apr 13
MDU Resources: Powerful Tailwinds, And The Market Knows It
Summary MDU Resources, a regulated utility, serves sparsely populated regions but offers a 3.15% yield, higher than the S&P 500 and U.S. Utilities Index. Despite a lower yield compared to peers, MDU Resources has historically outperformed in total return, partly due to its past construction business. The recent spin-off of construction businesses makes MDU Resources a pure-play utility, potentially enhancing stability in the face of an economic downturn. The company has positive demographics in its service territory and has begun to benefit from data center deployment. MDU Resources' growth is bolstered by investments in infrastructure and operations in rapidly growing states, projecting a 9%-11% total return over the next five years. Read the full article on Seeking AlphaArticolo di analisi • Apr 03
MDU Resources Group, Inc.'s (NYSE:MDU) Shares May Have Run Too Fast Too Soon
It's not a stretch to say that MDU Resources Group, Inc.'s ( NYSE:MDU ) price-to-earnings (or "P/E") ratio of 19.2x...Articolo di analisi • Mar 15
Here's Why MDU Resources Group (NYSE:MDU) Has A Meaningful Debt Burden
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Articolo di analisi • Feb 17
MDU Resources Group (NYSE:MDU) Is Due To Pay A Dividend Of $0.13
MDU Resources Group, Inc. ( NYSE:MDU ) has announced that it will pay a dividend of $0.13 per share on the 1st of...Seeking Alpha • Jan 28
MDU Resources: Power-Packed Opportunity For Income And Growth Investors
Summary MDU Resources, now a pure-play regulated energy delivery business, has shown strong financial performance post-spin-offs. MDU benefits from strategic rate adjustments, infrastructure investments, and expanding data center agreements, positioning it for continued growth. MDU’s solid balance sheet, investment-grade credit rating, and potential 4% dividend yield, combined with 6-8% annual EPS growth guidance, offer a balanced mix of income and growth. Read the full article on Seeking AlphaArticolo di analisi • Nov 02
Earnings Working Against MDU Resources Group, Inc.'s (NYSE:MDU) Share Price Following 44% Dive
MDU Resources Group, Inc. ( NYSE:MDU ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Oct 19
MDU Resources: A Hidden Gem Powering Strong Returns And Growth
Summary MDU Resources offers strong potential with its diversified utility, pipeline, and construction services, providing steady revenue and growth opportunities. The company's focus on core utilities going forward enhances its financial stability and growth prospects, along with promising pipeline expansions. MDU's pipeline segment has shown significant earnings growth, supported by strategic expansions and increasing storage revenue. The planned tax-free spinoff of Everus, with a record project backlog, and the Wahpeton Expansion project, further bolster MDU's investment appeal. Read the full article on Seeking Alpha
Nuova narrazione • Sep 24
Everus Spin-Off And Utility Challenges Signal Dark Clouds Over Future Growth And Profitability
The tax-free spin-off of the Construction Services business and revised revenue guidance for Everus introduce market uncertainty and project execution risks.Articolo di analisi • Sep 19
MDU Resources Group, Inc.'s (NYSE:MDU) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights MDU Resources Group's estimated fair value is US$35.47 based on 2 Stage Free Cash Flow to Equity Current...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$190m |
| Dec 31 2025 | US$5m | US$925k | US$191m |
| Sep 30 2025 | n/a | n/a | US$185m |
| Jun 30 2025 | n/a | n/a | US$183m |
| Mar 31 2025 | n/a | n/a | US$189m |
| Dec 31 2024 | US$6m | US$966k | US$181m |
| Sep 30 2024 | n/a | n/a | US$131m |
| Jun 30 2024 | n/a | n/a | US$194m |
| Mar 31 2024 | n/a | n/a | US$321m |
| Dec 31 2023 | US$2m | US$550k | US$330m |
| Sep 30 2023 | n/a | n/a | US$414m |
| Jun 30 2023 | n/a | n/a | US$378m |
| Mar 31 2023 | n/a | n/a | US$266m |
| Dec 31 2022 | US$2m | US$530k | US$117m |
| Sep 30 2022 | n/a | n/a | US$233m |
| Jun 30 2022 | n/a | n/a | US$330m |
| Mar 31 2022 | n/a | n/a | US$394m |
| Dec 31 2021 | US$2m | US$508k | US$243m |
| Sep 30 2021 | n/a | n/a | US$403m |
| Jun 30 2021 | n/a | n/a | US$417m |
| Mar 31 2021 | n/a | n/a | US$417m |
| Dec 31 2020 | US$2m | US$487k | US$391m |
| Sep 30 2020 | n/a | n/a | US$373m |
| Jun 30 2020 | n/a | n/a | US$356m |
| Mar 31 2020 | n/a | n/a | US$320m |
| Dec 31 2019 | US$2m | US$455k | US$335m |
Compensazione vs Mercato: La retribuzione totale di Nicole ($USD 4.81M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.94M ).
Compensazione vs guadagni: La retribuzione di Nicole è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Nicole Kivisto (53 yo)
2.4yrs
Mandato
US$4,812,252
Compensazione
Ms. Nicole A. Kivisto serves as President, Chief Executive Officer and Director at MDU Resources Group, Inc. since January 6, 2024. She served as President and Chief Executive Officer of Montana-Dakota Uti...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.4yrs | US$4.81m | 0.10% $ 4.6m | |
| Chief Financial Officer | 8.8yrs | US$2.27m | 0.093% $ 4.1m | |
| Chief Legal Officer & Corporate Secretary | 1.7yrs | US$1.42m | Nessun dato | |
| Chief Utilities Officer | 2.4yrs | US$1.43m | 0.030% $ 1.3m | |
| President of WBI Energy | 3yrs | US$1.20m | 0.040% $ 1.8m | |
| Treasurer | no data | US$108.37k | 0.0029% $ 127.5k | |
| Chief Accounting & Regulatory Affairs Officer | 8.8yrs | Nessun dato | 0.033% $ 1.4m | |
| Chief Information Officer | 1.4yrs | Nessun dato | 0.0086% $ 379.9k | |
| Chief Human Resources | 10.4yrs | US$1.37m | 0.047% $ 2.1m | |
| Executive Vice President of Everus Construction | no data | US$886.64k | Nessun dato | |
| President & CEO of Everus Construction Group | 14.4yrs | US$1.86m | Nessun dato | |
| Vice President of Accounting & Enterprise information Technology - Everus Construction | 8.4yrs | US$611.19k | Nessun dato |
5.7yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di MDU è esperto e expertise (durata media dell'incarico 5.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.4yrs | US$4.81m | 0.10% $ 4.6m | |
| Independent Chairman | 2.6yrs | US$338.45k | 0.0084% $ 371.5k | |
| Director Emeritus | less than a year | US$325.95k | 0.090% $ 4.0m | |
| Independent Director | 1.6yrs | US$260.11k | 0.0084% $ 368.9k | |
| Independent Director | 1.8yrs | US$271.78k | 0.0055% $ 243.1k | |
| Independent Director | less than a year | Nessun dato | 0.0029% $ 127.5k | |
| Independent Director | less than a year | US$108.37k | 0.0038% $ 169.4k | |
| Independent Director | 2.1yrs | US$283.71k | 0.0061% $ 268.7k | |
| Independent Director | 1.1yrs | US$173.40k | 0.0023% $ 102.4k |
1.6yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di MDU non è considerato esperto (durata media del mandato 1.6 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 13:43 |
| Prezzo dell'azione a fine giornata | 2026/06/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MDU Resources Group, Inc. è coperta da 16 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gary Hovis | Argus Research Company |
| David Parker | Baird |
| Richard Gross | Barclays |