Middlesex Water (MSEX)

• Market cap: $1.14B
• 1 day: -0.36%
• 5 days: 4.89%
• 1 month: 10.06%
• 3 months: 24.31%
• 6 months: -1.56%
• Year to date: 24.31%
• 1 year: 24.62%
• 5 years: 17.75%
• 10 years: 176.97%
• Sector: Utilities
• Industry: Water Supply

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

485% more call options, than puts

Call options by funds: $310K | Put options by funds: $53K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196 [Q3] → 207 (+11) [Q4]

1.79% less ownership

Funds ownership: 76.18% [Q3] → 74.39% (-1.79%) [Q4]

21% less capital invested

Capital invested by funds: $886M [Q3] → $699M (-$187M) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $61 4% downside
• Avg. target: $61 4% downside
• High target: $61 4% downside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Baird Davis Sunderland 100% 1-year accuracy 1 / 1 met price target

4% downside $61

Outperform Upgraded

3 Mar 2025