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Middlesex Water Co (MSEX)

Middlesex Water Co brought in $206.1M of revenue over the twelve months to June 30, 2026, up 5.3% from a year earlier. Net income was $47.9M, a net margin of 23.3%. At June 30, 2026 it held $1.8M in cash against $403.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on July 30, 2026.

Watch MSEX in 60 seconds
Price
$52.45
-1.91% on the day · September 28, 2026
52-week range $44.17 to $62.18
Market cap
$988.4M
Revenue (last 12 months)
$206.1M
+5.3% year on year
Net margin
23.3%
P/E
22.2
on FY2025 diluted EPS

What Middlesex Water Co does

Middlesex Water Co is registered with the SEC under industry code SIC 4941 (Water Supply). Its shares trade on NASDAQ under the ticker MSEX.

Revenue and profit by year

Revenue
FY18: $138.1M $138.1M FY18FY19: $134.6M $134.6M FY19FY20: $141.6M $141.6M FY20FY21: $143.1M $143.1M FY21FY22: $162.4M $162.4M FY22FY23: $166.3M $166.3M FY23FY24: $191.9M $191.9M FY24FY25: $194.7M $194.7M FY25
Net income
FY18: $32.5M $32.5M FY18FY19: $33.9M $33.9M FY19FY20: $38.4M $38.4M FY20FY21: $36.5M $36.5M FY21FY22: $42.4M $42.4M FY22FY23: $31.5M $31.5M FY23FY24: $44.4M $44.4M FY24FY25: $42.8M $42.8M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$194.7M$54.4M$42.8M$2.36n/a
2024$191.9M$53.2M$44.4M$2.47-$15.9M
2023$166.3M$39.2M$31.5M$1.76-$37.4M
2022$162.4M$47.3M$42.4M$2.39-$30M
2021$143.1M$33.2M$36.5M$2.07-$46.4M
2020$141.6M$37.4M$38.4M$2.18-$52.3M

Full financial statements: income, balance sheet and cash flow

Next report expected around October 30, 2026.

Estimated from its filing rhythm: 52 weeks after its report of October 31, 2025. Not a date the company has announced. See the report calendar

Where MSEX ranks in Utilities

Revenue$194.7M
#99 of 125 in Utilities · Bottom 21%
Revenue growth+1.5%
#108 of 132 in Utilities · Bottom 18%
Net margin22.0%
#21 of 132 in Utilities · Top 15%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Utilities

Dividends

Middlesex Water Co paid $1.38 per share in fiscal 2025. At the current price that is a yield of 2.63%. It paid out $24.9M in cash dividends, 58% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$1.38$24.9M58%
2024$1.32$23.4M53%
2023$1.26$22.4M71%
2022$1.18$20.8M49%
2021$1.11$19.4M53%
2020$1.04$18.2M47%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Middlesex Water Co has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. July 30, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 14% to $56.4M versus the same quarter last year; diluted EPS $0.79 versus $0.60.
  2. July 30, 2026
  3. May 20, 2026
  4. April 30, 2026
    Quarterly report 10-Q · period to March 31, 2026Revenue rose 10% to $48.7M versus the same quarter last year; diluted EPS $0.57 versus $0.53.
  5. April 30, 2026
  6. April 30, 2026
  7. April 24, 2026
  8. April 6, 2026
  9. April 6, 2026
  10. April 6, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on August 12, 2026. Insider transactions on SEC

Insider trades

What the people running Middlesex Water Co did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $35.4K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$35.4K
last 90 days
Net sold
615
$35.4K
DateInsiderWhatSharesPriceValueFiling
August 11, 2026 Bershad JoshuaDirector Other changeindirect 6,900 - - Form 4
August 7, 2026 Ginegaw Lorrie BethVP, Human Resources Sold 615 $57.61 $35.4K Form 4
April 1, 2026 Bershad JoshuaDirector Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Cosgrove James F. Jr.Director Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Hanemann Kim CDirector Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Hoglund Robert NDirector Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Klein Steven MDirector Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Mansue Amy B.Director Received as pay 865 $52.05 $45K Form 4
April 1, 2026 McKoy Vaughn LDirector Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Noble Ann L.Director Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Reinhard Walter GDirector Received as pay 865 $52.05 $45K Form 4
April 1, 2026 Duchemin-Leslie NadinePresident, CEO Received as pay 12,675 $52.05 $659.7K Form 4
April 1, 2026 Sorensen Gregory SVP, Chief Operating Officer Received as pay 4,983 $52.05 $259.4K Form 4
April 1, 2026 Zerhouni Mohammed G.SVP, CFO and Treasurer Received as pay 5,927 $52.05 $308.5K Form 4
April 1, 2026 Capko Robert JohnPAO & Controller Received as pay 1,679 $52.05 $87.4K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns MSEX

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
T. Rowe Price Investment Management, Inc.13G, passive 9.1% 1,636,213 November 14, 2025
First Trust Portfolios L.P.: 36-3768815 First Trust Advisors L.P.: 36-3788904 The Charger Corporation13G, passive 6.96% 1,240,282 October 25, 2024
Neuberger Berman Group LLC13G, passive with 1 related filers 5.6% 1,011,454 October 14, 2025
Vanguard Capital Management13G, passive 5.18% 961,148 April 30, 2026

Latest filings below 5%: The Vanguard Group 0% (March 27, 2026); First Trust Portfolios L.P. 2.9% (January 31, 2025).

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

17 insiders reported holding 320,674 shares in total, about $16.8M at the last price.

HolderSharesAs of
Bershad JoshuaDirector 225,365223,798 held indirectly August 11, 2026
Duchemin-Leslie NadinePresident, CEO 26,481 April 1, 2026
Ginegaw Lorrie BethVP, Human Resources 9,406 August 7, 2026
Zerhouni Mohammed G.SVP, CFO and Treasurer 9,047 April 1, 2026
Fullagar Robert KPresident-NJ Operations 7,730 April 1, 2026
Kooper Jay LVP, Gen. Counsel & Secretary 7,569 April 1, 2026
Reinhard Walter GDirector 6,916 April 1, 2026
Simpson Georgia MVP-IT 6,621 April 1, 2026
Sorensen Gregory SVP, Chief Operating Officer 4,983 April 1, 2026
Capko Robert JohnPAO & Controller 3,531 April 1, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about MSEX

What does Middlesex Water Co do?

Middlesex Water Co is registered with the SEC under industry code SIC 4941 (Water Supply). Its shares trade on NASDAQ under the ticker MSEX.

Is Middlesex Water Co profitable?

Yes. Over the twelve months to June 30, 2026 it reported net income of $47.9M on revenue of $206.1M, a net margin of 23.3%.

How much revenue does Middlesex Water Co make?

Over the twelve months to June 30, 2026 Middlesex Water Co reported revenue of $206.1M. That is 5.3% more than a year earlier.

When did Middlesex Water Co last report?

Its most recent periodic report is the quarterly report (10-Q) filed on July 30, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the insider trade from August 12, 2026.

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Where the numbers come from

Financial figures are the values Middlesex Water Co tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.