Every material Form 8-K MDU Resources Group filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
MDU Resources reported third-quarter 2026 net income of $14.0 million, down from $18.4 million a year earlier, and diluted EPS of $0.07 versus $0.09. Revenue rose to $347.8 million from $315.1 million, and the company reaffirmed 2026 EPS guidance of $0.93 to $1.00. Shareholders also learned that the board made a positive final investment decision on the Bakken East Pipeline, with an estimated capital investment of $2.8 billion to $3.1 billion.
Net income was $14.0 million versus $18.4 million; diluted EPS was $0.07 versus $0.09, and adjusted EPS was $0.08 versus $0.09.
Operating revenues were $347.8 million, up from $315.1 million in the third quarter of 2025.
Electric utility net income rose to $26.5 million from $21.5 million, while the natural gas distribution segment posted a $20.7 million seasonal loss and pipeline net income fell to $13.1 million from $16.8 million.
The Bakken East Pipeline decision was made Sept. 30, 2026; the company's estimated capital range is $2.8 billion to $3.1 billion, and first-phase completion is expected in late 2029.
MDU Resources reported second-quarter 2026 net income of $21.3 million, up from $13.7 million a year earlier, and diluted earnings per share of $0.10 versus $0.07. The company reaffirmed its 2026 earnings-per-share guidance of $0.93 to $1.00, and the filing says the proposed Bakken East Pipeline application is now expected to be filed in the fourth quarter of 2026.
Q2 2026 net income was $21.3 million, up 55.5% from $13.7 million in Q2 2025; diluted EPS was $0.10 versus $0.07.
Six-month 2026 net income was $102.1 million, compared with $95.7 million in the same period of 2025.
2026 EPS guidance of $0.93 to $1.00 was reaffirmed, and the long-term EPS growth objective of 6% to 8% remains.
The Bakken East Pipeline FERC Section 7(c) application is now anticipated in Q4 2026, with a projected project cost of $2.7 billion to $3.2 billion.
At its May 11, 2026 annual meeting, MDU Resources stockholders approved an amended and restated Long-Term Performance-Based Incentive Plan that increases the shares available for issuance by 6,564,000, to a total of 15,806,806, and elected all eight director nominees. The Board also adopted a revised code of business conduct on May 13, 2026, which shareholders can review on the company's website.
LTIP share reserve increased by 6,564,000 shares to a total of 15,806,806; the plan took effect on stockholder approval on May 11, 2026.
Stockholders approved the LTIP with 154,587,051 votes for and 2,817,302 against.
Advisory vote on executive compensation passed with 155,483,583 votes for and 2,448,238 against.
Board adopted the "Leading With Integrity Policy" on May 13, 2026, with updates covering artificial intelligence, conflicts of interest and regulatory compliance.
MDU Resources reported first quarter 2026 net income of $80.8 million, or $0.39 per diluted share, down from $82.0 million, or $0.40, a year earlier, as operating revenues fell to $606.0 million from $674.8 million on warmer weather. The company affirmed 2026 earnings guidance of $0.93 to $1.00 per share and said it has not made a final investment decision on the proposed Bakken East Pipeline, whose projected capital cost is $2.7 billion to $3.2 billion on top of the current $3.1 billion capital forecast.
Q1 2026 net income $80.8 million vs. $82.0 million; diluted EPS $0.39 vs. $0.40
Operating revenues $606.0 million vs. $674.8 million; milder weather reduced volumes
Bakken East open season drew about 1.4 billion cubic feet per day of submitted interest; about 40% signed under precedent agreements
2026 EPS guidance of $0.93 to $1.00 affirmed; long-term EPS growth target of 6% to 8% unchanged
MDU Resources reported fourth-quarter and full-year 2025 results and initiated 2026 earnings guidance of $0.93 to $1.00 per share. Full-year net income fell to $190.4 million from $281.1 million, but the company says the prior year included discontinued operations from the Everus spinoff, while income from continuing operations rose to $191.4 million from $181.1 million.
Full-year 2025 operating revenues were $1,875.1 million, up from $1,758.0 million in 2024; fourth-quarter revenues were $534.0 million, compared with $535.5 million.
Diluted EPS from continuing operations was $0.93 in 2025, up from $0.88 in 2024; total diluted EPS was $0.93, down from $1.37.
Fourth-quarter 2025 net income was $76.3 million, compared with $55.2 million a year earlier.
The company plans $560 million of capital investment in 2026 and reaffirmed long-term EPS growth of 6% to 8%.
An indirect MDU subsidiary, WBI Energy Transmission, amended its private shelf agreement with Prudential, extending through December 22, 2028 the period in which it may issue up to $350 million of senior unsecured notes. WBI has already issued $235 million under the agreement, leaving $115 million available, and plans to use proceeds for general corporate purposes, including funding previously announced WBI capital expenditures.
Amendment dated January 14, 2026, entered January 15, 2026, between WBI, PGIM (Prudential) and other purchasers
Up to $350 million of additional senior unsecured notes may be issued through December 22, 2028, unless terminated
$235 million already issued under the agreement; $115 million remains available
Agreement includes customary covenants and events of default; Prudential may decide purchases in its sole discretion
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every MDU Resources Group filing is on SEC EDGAR ↗. 8-K briefs of other companies →