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MSEX · Middlesex Water Co

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$58.80 -0.02 (-0.03%) At close · Aug 19
Market Cap
$1.09B
Shares
18.84M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$58.80 Open$58.78 Day$56.83–59.40 52W close$48.59–61.96 Avg vol 30d172K Short int827K · 4.4% float · 6.0d Short vol49% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 30, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Poor Quant / Vol Moderate
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +11%
above
Price vs 50-day avg +5%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 76%
mid-range
Momentum
relative strength
Strong
1-month return +4%
trailing
6-month return +10%
trailing
YTD return +17%
this year
Relative strength −2%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $56 › 200d $53 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +31 funds added
Insider flow Distributing
Net -$35.4K over 90 days · 100% sells
Short interest Falling
4.39% of float · ▼ -8.3% MoM · 6.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
225 holders — near 3-yr high, broad support
Squeeze score 68
elevated · 0–100
Fundamentals
Poor
Revenue growth +1%
Y/Y
EPS growth −4%
Y/Y
Free cash flow $-12.0M
Valuation P/E 22.4
in line
Balance sheet $383.9M
net debt
Quant / Vol
risk profile
Moderate
Volatility 30%
annualized · 1-yr
Max drawdown −22%
past year
ATR 2.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Feb 19, 2026
2026
Infrastructure investments $126M
2026 through 2028
Infrastructure investments $506M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+11% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
76% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $56 › 200d $53 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +31 funds added
Insider flow Distributing
Net -$35.4K over 90 days · 100% sells
Short interest Falling
4.39% of float · ▼ -8.3% MoM · 6.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
225 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $49 Now $59 · 76% Range high $62
vs 200-day avg +11% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Utility infrastructure investment 21M Three months ended March 31, 2026
Authorized increase in annual operating revenues from rate case settlement 14.5M February 2026
Authorized return on common equity 9.6% February 2026
Capital investment in water and wastewater utility infrastructure 96M 2025
Common equity ratio 54.25% February 2026

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Utilities - Regulated Water — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
MSEX
Middlesex Water Co
this stock
$1.09B +16.6% +1.5% 22.4 4.4%
AWK
American Water Works Company, Inc.
$27.08B +6.3% +4.6% 23.6 6.1%
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
$16.09B 0.7%
UUGRY
United Utilities Group plc
$14.24B +19.9% 0.0%
WTRG
Essential Utilities, Inc.
$11.45B +7.0% +18.6% 2.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
225
% held
83.5%
Net QoQ
+474.2K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
242
View
Short & Settlement
Short Interest Falling
Shares short
826.6K
Days to cover
6.0d
Change
-74.6K sh
View
Short Volume
Short vol %
49%
As of
Aug 19, 2026
Short Total
View
Fails to Deliver
FTD shares
658
Value
$37.2K
As of
Jul 23, 2026
View
Off-Exchange
Off-exchange %
28.0%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$35.4K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$194.7M
Net income (FY)
$42.8M
EPS diluted
$2.36
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 30, 2026
This year
10
View
Proposed Sales
Value
$253.3K
Shares
4.1K
Filed
Mar 17, 2025
View
Earnings & Events
Earnings Calls
Last call
Jul 30, 2026
View

Performance

5D 20D 120D MTD YTD
MSEX +0.9% +3.9% +9.5% +2.6% +16.6%
SPY -0.4% +2.9% +11.6% +3.0% +12.8%
vs SPY +1.4% +1.0% -2.1% -0.3% +3.8%

Capital returns

Latest dividend
$0.36 / share · ex Aug 17, 2026
Raised 5.9%
Paid (TTM)
$1.44 / share · 4 payouts
Dividend yield (TTM, derived)
2.45%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 66004 CUSIP 596680108 13F (30d) 215 filings 202 filers Visit website Investor relations