MDU Resources Group Inc · Brief

Next report

5 days

Nov 5 · before openest.Q3 FY26

Expected move

±3.9%implied · report alone

18.9620.48

straddle ±5.1%

spot 19.72exp Nov 20ATM strike 20ATM straddle 1.17IV 30%

Oct 30 closereport share · term structurethin chain

Expected move

—≥ implied

Q2 FY26—▲+3.70%—

quarterimplied−5%0+5%realized×

Q2 FY26—▲+3.70%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2

434managers reporting a position in the latest quarterly filings13F · Jun 30 '26

4disclosed supplier and customer tiesSEC filings

Bear2

12 of 23largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

36reported value concentrated in a small group of managers13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

MDU report session

No linked exposure.

Oct 22impliedImplied move: ±5.8% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.