Every 8-K that MDU Resources Group, Inc. (MDU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MDU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MDU filings page.
MDU Resources Group reported stronger results for the quarter ended June 30, 2026, with consolidated net income of $21.3 million, up 55.5% from $13.7 million a year earlier, and diluted EPS of $0.10, up 42.9%. Operating revenues rose to $375.2 million from $351.2 million. For the first six months, net income was $102.1 million and diluted EPS $0.49. The electric utility segment’s quarterly net income increased to $14.7 million from $10.4 million, driven by Badger Wind Farm recovery, new rates in Montana and Wyoming, and higher retail volumes, including data center demand. The natural gas distribution segment reduced its seasonal loss to $3.9 million from $7.4 million, benefiting from new rates and volume growth.
The pipeline segment earned $14.4 million, down from $15.4 million, as higher depreciation and lower other income offset stronger transportation demand. MDU continues to advance the proposed Bakken East Pipeline Project, designed for 1.4 billion cubic feet per day of capacity, with precedent agreements totaling nearly 1.2 billion cubic feet per day and an expected project cost of $2.7–$3.2 billion. A FERC Section 7(c) application is anticipated in the fourth quarter of 2026, with targeted in‑service dates in late 2029 and late 2030. Across its jurisdictions, the company is pursuing multiple electric and natural gas rate cases. Management reaffirmed 2026 earnings guidance of $0.93 to $1.00 per share and a long‑term EPS growth objective of 6% to 8%.
MDU Resources Group, Inc. held its annual stockholders’ meeting on May 11, 2026, where stockholders approved an amended and restated Long-Term Performance-Based Incentive Plan. The amendment increased shares available for issuance under the plan by 6,564,000, bringing the total authorization to 15,806,806 shares, and expanded eligibility to allow a director emeritus to participate. Stockholders also approved, on an advisory basis, compensation for the named executive officers and ratified Deloitte & Touche LLP as independent auditor for fiscal 2026. The board later adopted an updated code of business conduct, the “Leading With Integrity Policy,” covering all directors, officers, and employees, with clarifications on artificial intelligence, confidential information, conflicts of interest, physical security, and regulatory compliance.
MDU Resources Group reported first quarter 2026 net income of $80.8 million, down slightly from $82.0 million a year earlier, with diluted earnings per share of $0.39 versus $0.40. Operating revenues were $606.0 million compared with $674.8 million, as milder weather reduced electric and natural gas volumes but was partially offset by rate mechanisms and normalization features.
The electric segment earned $14.5 million, the natural gas distribution segment earned $44.2 million, and the pipeline segment earned $15.3 million. Management affirmed 2026 earnings guidance of $0.93 to $1.00 per share and reiterated a long-term earnings per share growth target of 6%–8%.
The company highlighted progress on its proposed Bakken East Pipeline Project, which attracted about 1.4 billion cubic feet per day of interest in a binding open season and is now expected to require $2.7 billion to $3.2 billion of capital investment, incremental to a $3.1 billion 2026–2030 capital plan. A final investment decision has not been made. MDU settled part of a December 2025 follow-on equity offering, issuing 4.3 million shares for $81.3 million in proceeds, as part of a plan to raise $150–$175 million of equity in 2026 and $100–$125 million in 2027.
MDU Resources Group, Inc. filed a current report to note that it issued a news release announcing its financial results for the fourth quarter and full year of 2025. The news release is furnished as Exhibit 99 and is incorporated by reference into the report.
The company is also webcasting a conference call on February 5, 2026 to discuss these results and provide a business update. In addition, an investor presentation regarding the same period is available in the Investor Relations section of its corporate website. These materials are furnished, not filed, under the securities laws.
MDU Resources Group reported that its indirect subsidiary WBI Energy Transmission entered into an amendment to its Note Purchase and Private Shelf Agreement with PGIM, Inc. (Prudential) and other purchasers. The amendment extends through December 22, 2028 the period during which WBI may issue additional senior unsecured notes, called Shelf Notes, under this private shelf facility.
The Private Shelf Agreement permits issuance of up to $350 million of Shelf Notes. WBI has already issued $235 million, leaving $115 million available as of the report date. Any new Shelf Notes will have principal amount and interest rate set at issuance, and proceeds are intended for general corporate purposes, including funding previously announced capital expenditures related to WBI. The agreement includes customary financial and restrictive covenants and standard events of default and acceleration provisions.
MDU Resources Group reports that underwriters have fully exercised their option to purchase an additional 1,522,842 shares of common stock through additional forward sale agreements with Wells Fargo, Bank of America and J.P. Morgan. These Additional Forward Shares were borrowed from third parties and sold to the underwriters, with settlement of the forward sale agreements to occur at dates the company selects on or before December 6, 2027.
The initial forward sale price is set at $18.90 per share, matching the price under the related underwriting agreement, and will be adjusted over time based on the overnight bank funding rate, a spread, expected dividends and stock loan costs. The company explains that these arrangements may affect diluted earnings per share depending on future share price and whether it chooses physical, cash or net share settlement, with potential dilution if shares are ultimately delivered.
MDU Resources Group, Inc. entered into an Amended and Restated Credit Agreement on December 11, 2025, extending the maturity of its senior unsecured revolving credit facility from May 31, 2028 to December 11, 2030. The facility maintains an initial commitment of $200 million, including a $25 million standby letter of credit subfacility and a $25 million swingline subfacility.
At the company’s request and subject to conditions, the total commitment may be increased by up to $50 million, and the company may request two additional one-year maturity extensions. The agreement carries a variable interest rate and a facility fee that depend on MDU’s senior unsecured debt rating; the facility fee is currently 0.175% of the commitment amount. A financial covenant limits the ratio of funded debt to total capitalization, on a consolidated basis, to no more than 65% at the end of any fiscal quarter.
MDU Resources Group entered into forward sale agreements covering 10,152,284 shares of its common stock in connection with an underwritten public offering. The forward sellers borrowed these shares from third parties and sold them to underwriters at an initial forward sale price of $19.04 per share, with a 30-day option for underwriters to buy up to 1,522,842 additional shares on the same terms. The company can choose to settle the forward agreements in cash, shares, or net share settlement by December 6, 2027, and the forward sale price will be adjusted over time for interest and expected dividends. Depending on settlement method and future share price, the transaction could dilute earnings per share and lead to cash payments between MDU and the forward purchasers.
MDU Resources Group, Inc. filed a Form 8-K to report that on November 20, 2025 it issued a news release announcing a five-year capital investment plan. This filing is made under Regulation FD, which is intended to ensure that important information is shared broadly with the market.
The detailed contents of the capital investment plan are provided in the news release attached as Exhibit 99 to the filing and incorporated by reference. The company’s common stock continues to trade on the New York Stock Exchange under the symbol MDU.
MDU Resources Group (MDU) announced its third-quarter 2025 results via a news release furnished as Exhibit 99 and scheduled a webcast on November 6, 2025 to discuss the quarter and provide a business update. The company also made an Investor Presentation and Infographic available in the Investor Relations section of its website. The disclosures were furnished under Items 2.02 and 7.01 and are not deemed filed under the Exchange Act.
MDU Resources Group, Inc. increased its Board to nine directors and elected Charles M. Kelley and Tammy J. Miller as nonemployee directors, effective immediately, to serve until the 2026 Annual Meeting of Stockholders. The Board appointed both to the Audit Committee and determined they are independent under NYSE listing standards.
Both will receive the same nonemployee director compensation as other nonemployee directors, prorated for their time of service. The filing incorporates biographical and compensation details by reference to the company’s proxy statement and furnishes a news release as an exhibit.