Middlesex Water Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MSEX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Nov 24	SellUS$9,911	Robert Capko	Individual	143	US$69.31
27 Aug 24	SellUS$30,977	Walter Reinhard	Individual	500	US$61.96
20 Jun 24	BuyUS$226,441	A. O'Connor	Individual	4,385	US$51.64
22 May 24	SellUS$48,986	Walter Reinhard	Individual	857	US$57.16
06 Mar 24	BuyUS$82,720	James Cosgrove	Individual	1,600	US$51.70

Insider Trading Volume

Insider Buying: MSEX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MSEX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,944	0.0445%
Individual Insiders	324,152	1.82%
General Public	3,407,720	19.1%
Institutions	14,115,384	79.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.8%	BlackRock, Inc.	3,349,272	US$183.4m	-0.35%	no data
7.96%	The Vanguard Group, Inc.	1,420,739	US$77.8m	2.35%	no data
7.64%	T. Rowe Price Group, Inc.	1,364,157	US$74.7m	6.54%	0.01%
6.12%	First Trust Advisors LP	1,092,522	US$59.8m	13,100%	0.05%
4.56%	State Street Global Advisors, Inc.	813,455	US$44.6m	6.98%	no data
2.47%	Dimensional Fund Advisors LP	440,230	US$24.1m	-2.67%	no data
2.43%	Geode Capital Management, LLC	434,559	US$23.8m	0.8%	no data
1.81%	Eaton Vance Management	323,525	US$17.7m	-3.83%	no data
1.53%	Invesco Capital Management LLC	272,402	US$14.9m	2.92%	0.01%
1.43%	KBC Asset Management NV	255,370	US$14.0m	0.14%	0.03%
1.22%	Morgan Stanley, Investment Banking and Brokerage Investments	217,140	US$11.9m	6.7%	no data
1.16%	BNY Asset Management	207,930	US$11.4m	-5.11%	no data
1.12%	Northern Trust Global Investments	200,072	US$11.0m	-1.05%	no data
1.12%	Legal & General Investment Management Limited	199,141	US$10.9m	-13.3%	no data
1.05%	Renaissance Technologies LLC	187,600	US$10.3m	-28.6%	0.02%
1.05%	First Manhattan Co. LLC	186,623	US$10.2m	-0.6%	0.03%
1.01%	Thematics Asset Management	181,000	US$9.9m	5.85%	0.31%
1%	GO ETF Solutions LLP	178,015	US$9.7m	0%	0.15%
0.94%	Charles Schwab Investment Management, Inc.	167,281	US$9.2m	4.27%	no data
0.83%	First Trust Portfolios L.P.	147,760	US$8.1m	-10.5%	0.88%
0.69%	Joshua Bershad	123,004	US$6.7m	0%	no data
0.67%	Amundi Asset Management SAS	119,678	US$6.6m	-0.68%	no data
0.66%	ProShare Advisors LLC	117,751	US$6.4m	-7.74%	0.02%
0.61%	TSP Capital Management Group, LLC	109,638	US$6.0m	0%	2.0%
0.59%	Cramer Rosenthal McGlynn LLC	105,779	US$5.8m	-22.5%	0.33%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 08:55
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Middlesex Water Company is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Benjamin Kallo	Baird
Davis Sunderland	Baird
Ryan Connors	Boenning & Scattergood, Inc.