MDU Resources Group, Inc.

NYSE:MDU 株式レポート

時価総額：US$4.0b

MDU Resources Group 将来の成長

Future 基準チェック /16

MDU Resources Group利益と収益がそれぞれ年間13.9%と7.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.6% 8%なると予測されています。

主要情報

13.9%

収益成長率

8.02%

EPS成長率

Gas Utilities 収益成長9.6%
収益成長率7.4%
将来の株主資本利益率7.63%
アナリストカバレッジ

Good

最終更新日10 Sep 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

Seeking Alpha • Sep 02

Bakken Project Adding Promise For MDU Resources (Rating Upgrade)

Summary MDU Resources Group is upgraded to a cautious Buy, supported by regulatory wins, renewable investments, and pipeline project momentum. MDU delivered higher net income despite revenue declines, reaffirming FY 2026 EPS guidance of $0.93–$1.00 and targeting 6–8% long-term EPS growth. Recent regulatory outcomes, a 3.6% dividend hike, and progress on the Bakken East pipeline underpin MDU's improved outlook. Key risks include regulatory uncertainties, Bakken East project approval, rising interest expense, and weather-driven demand volatility. Read the full article on Seeking Alpha
分析記事 • Jun 19

MDU Resources Group (MDU) Stock Could Be 9% Undervalued on Its Infrastructure Growth Narrative

MDU Resources Group (MDU) is drawing attention after recent trading left the stock at a last close of US$21.29, with investors weighing its regulated utility profile against recent price moves. See our latest analysis for MDU Resources Group. Recent trading has been mildly positive for MDU Resources Group, with a 1-day share price return of 1.91% and a 7-day share price return of 1.82%. However, the 30-day share price return is down 4.49%, while longer term momentum looks firmer with a 90-day...
ナラティブ更新 • Jun 17

MDU: Capital Plan Cadence And 2026 EPS Guidance Will Shape Stock Risk

Analysts have lifted their price target for MDU Resources Group to $23.29 from $22.17, as updated models reflect revised assumptions on revenue growth, profit margins, capital plans, and future P/E expectations following recent sector research. Analyst Commentary Recent Street research on MDU Resources Group highlights a mixed but generally constructive tone, with updated models after Q1 results feeding into the higher price targets and a neutral initiation.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha

業績と収益の成長予測

NYSE:MDU - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,240271-205137
12/31/20272,130237-774688
12/31/20261,9792081164437
6/30/20261,830195-386404N/A
3/31/20261,806190-365405N/A
12/31/20251,875191-297473N/A
9/30/20251,877185-57453N/A
6/30/20251,85118366536N/A
3/31/20251,84518956555N/A
12/31/20241,758181-21502N/A
9/30/2024-496131119599N/A
6/30/202421519482561N/A
3/31/202496232152541N/A
12/31/20231,803330-152333N/A
9/30/20234,844414-104400N/A
6/30/20234,846378-37464N/A
3/31/20234,765266-86354N/A
12/31/20221,74711767510N/A
9/30/20224,562233-162415N/A
6/30/20225,146330-175432N/A
3/31/20225,560394-186513N/A
12/31/20213,45424311496N/A
9/30/20215,62340380652N/A
6/30/20215,624417119690N/A
3/31/20215,563417255785N/A
12/31/20205,533391210768N/A
9/30/20205,526373254821N/A
6/30/20205,502356283827N/A
3/31/20205,443320N/A620N/A
12/31/20195,337335N/A542N/A
9/30/20195,168316N/A386N/A
6/30/20194,885288N/A300N/A
3/31/20194,646269N/A396N/A
12/31/20184,532269N/A500N/A
9/30/20184,487309N/A493N/A
6/30/20184,479291N/A485N/A
3/31/20184,482291N/A467N/A
12/31/20174,443284N/A448N/A
9/30/20174,294235N/A458N/A
6/30/20174,230234N/A499N/A
3/31/20174,207236N/A503N/A
12/31/20164,129232N/A462N/A
9/30/20164,130222N/A535N/A
6/30/20164,119207N/A570N/A
3/31/20164,013187N/A609N/A
12/31/20154,014176N/A662N/A
9/30/20154,046176N/A588N/A

アナリストによる今後の成長予測

収入対貯蓄率: MDUの予測収益成長率 (年間13.9% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: MDUの収益 ( 13.9% ) US市場 ( 17.2% ) よりも低い成長が予測されています。

高成長収益: MDUの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: MDUの収益 ( 7.4% ) US市場 ( 13.4% ) よりも低い成長が予測されています。

高い収益成長: MDUの収益 ( 7.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MDUの 自己資本利益率 は、3年後には低くなると予測されています ( 7.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/14 22:28
終値2026/09/14 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MDU Resources Group, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Gary HovisArgus Research Company
David ParkerBaird
Richard GrossBarclays