MDU Resources stock outlook for 2026. After spinning off Knife River and Everus, MDU is a regulated electric, gas and pipeline business. Here is the rate-base math, the regulatory and funding risks, peers, and how US investors should size it.
Middlesex Water (MSEX) stock outlook for 2026: how a small New Jersey and Delaware water utility earns its return, why rate cases and PFAS capex decide the stock, how it stacks up against AWK and peers, and what to track each quarter.
CPK (Chesapeake Utilities) 2026 stock outlook: how Delmarva and Florida gas distribution, Peninsula Pipeline expansions and rate base growth drive above-peer EPS growth, plus rate case, equity funding and interest rate risks to watch.
Black Hills Corp (BKH) 2026 stock outlook: regulated electric and gas utility across eight states, rate base growth, a 50-plus-year dividend growth record, interest rate and capital funding risk, and data center load upside.
Fortis (FTS) 2026 stock analysis: how rate-base growth drives earnings, the mix of transmission and distribution utilities across the US, Canada and the Caribbean, rate-case and funding risks, and what US investors should know about CAD exposure and withholding tax.
UTL Unitil stock outlook 2026: how the regulated rate base model works, why gas and water tuck-in deals drive growth, and where small size, regulatory lag, rising capex and interest rates can hurt shareholders.
Otter Tail (OTTR) 2026 stock analysis: a regulated Upper Midwest electric utility paired with a PVC pipe and manufacturing business that helps fund rate base growth, why ROE runs above peers, and what plastics normalization means.
NJR (New Jersey Resources) 2026 stock outlook. How regulated rate base growth drives earnings, what the clean energy and storage businesses add, regulatory lag risk, weather and volume exposure, the dividend growth record and US tax treatment for investors.
Incheon City Gas (KOSPI 034590) stock outlook for 2026. How a regulated Korean gas distributor earns money, why rate lag and winter weather drive results, how it compares with US and European gas utilities, and what the dividend really looks like.
California Water Service Group (CWT) 2026 stock analysis: rate base growth mechanics, CPUC general rate cases, regulatory lag, its multi-decade dividend increase streak, drought and infrastructure capex cycles, and how it stacks up against American Water, Essential Utilities, SJW, and American States Water.
SR (Spire Inc) stock outlook 2026: a qualitative deep dive into Spire's Missouri, Alabama and Mississippi gas distribution rate base, the Piedmont Tennessee acquisition, its gas marketing and midstream portfolio, regulatory lag, interest-rate exposure and dividend durability versus peer gas utilities.
A deep, qualitative 2026 outlook on Essential Utilities (NYSE: WTRG): rate-base growth through Aqua water M&A and Peoples natural gas, the fragmented municipal roll-up, dividend-aristocrat compounding, regulatory lag, interest-rate sensitivity, and capex funding.
SJW Group stock outlook 2026: how San Jose Water and Connecticut Water turn regulated rate-base growth into decades of dividend increases, the regulatory and capex risks investors should watch, and how this water utility compares against its dividend-growth peers.
ATO (Atmos Energy) stock outlook for 2026. A deep, qualitative look at the largest pure-play regulated natural gas distribution and transmission utility: rate-base growth, pipe-replacement and safety CAPEX driving dividend and EPS compounding, Texas demographics, plus interest-rate, regulatory-lag and electrification risks.