MDU Resources Group, Inc.

NYSE:MDU 株式レポート

時価総額:US$4.6b

MDU Resources Group バランスシートの健全性

財務の健全性 基準チェック /06

MDU Resources Groupの総株主資本は$2.9B 、総負債は$2.6Bで、負債比率は89.4%となります。総資産と総負債はそれぞれ$7.7Bと$4.8Bです。 MDU Resources Groupの EBIT は$294.0Mで、利息カバレッジ比率2.6です。現金および短期投資は$53.3Mです。

主要情報

89.40%

負債資本比率

US$2.60b

負債

インタレスト・カバレッジ・レシオ2.6x
現金US$53.30m
エクイティUS$2.90b
負債合計US$4.78b
総資産US$7.68b

財務の健全性に関する最新情報

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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
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新しいナラティブ 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.
分析記事 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...

財務状況分析

短期負債: MDUの 短期資産 ( $559.6M ) は 短期負債 ( $718.3M ) をカバーしていません。

長期負債: MDUの短期資産 ( $559.6M ) は 長期負債 ( $4.1B ) をカバーしていません。


デット・ツー・エクイティの歴史と分析

負債レベル: MDUの 純負債対資本比率 ( 87.6% ) は 高い と見なされます。

負債の削減: MDUの負債対資本比率は、過去 5 年間で74.3%から89.4%に増加しました。

債務返済能力: MDUの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 15.6% )。

インタレストカバレッジ: MDUの負債に対する 利息支払いEBIT ( 2.6 x coverage) によって 十分にカバーされていません


貸借対照表


健全な企業の発掘

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2026/05/22 04:25
終値2026/05/22 00:00
収益2026/03/31
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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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. 7 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。16

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