MSEX Smart Money
Middlesex Water Company
1W: +5.5%
1M: +5.1%
3M: -2.3%
YTD: +14.0%
1Y: -4.4%
3Y: -3.7%
5Y: -41.4%
$56.22
+0.03 (+0.05%)
After Hours: $55.32 (-0.90, -1.60%)
Weekly Expected Move ±3.2%
$52
$54
$56
$58
$60
Credit Risk of going bust: lower than 66% of companies Debt: 29.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.49 (down 97%), Middlesex Water Company would be worth roughly what it owes.
Total debt $438.7M against a stock market value of $1.06B.
Distance to default 6.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $239.4M (short-term plus half of long-term), stock volatility 29.6%; Altman Z'' 1.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.49 (down 97%), Middlesex Water Company would be worth roughly what it owes.
Total debt $438.7M against a stock market value of $1.06B.
Distance to default 6.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $239.4M (short-term plus half of long-term), stock volatility 29.6%; Altman Z'' 1.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026249
Institutions Holding
+14 vs prior
74.5%
Ownership
+8.57%
32
New
90
Increased
77
Reduced
22
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-11 | Bershad Joshua | director | J-J | 6,900 | $— | $0 | Filing |
| 2026-08-07 | Ginegaw Lorrie Beth | officer: vp, human resources | S-Sale | 615 | $57.61 | $35K | Filing |
| 2026-04-01 | Fullagar Robert K | officer: president-nj operations | A-Grant/Award | 2,128 | $52.05 | $111K | Filing |
| 2026-04-01 | Klein Steven M | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | HOGLUND ROBERT N | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | Hanemann Kim C | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | Cosgrove James F. Jr. | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | Bershad Joshua | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | REINHARD WALTER G | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | Duchemin-Leslie Nadine | officer: president, ceo | A-Grant/Award | 12,675 | $52.05 | $660K | Filing |
| 2026-04-01 | Zerhouni Mohammed G. | officer: svp, cfo and treasurer | A-Grant/Award | 5,927 | $52.05 | $309K | Filing |
| 2026-04-01 | Sorensen Gregory S | officer: vp, chief operating officer | A-Grant/Award | 4,983 | $52.05 | $259K | Filing |
| 2026-04-01 | Mansue Amy B. | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | Fullagar Robert K | officer: president-nj operations | J-J | 886 | $52.05 | $46K | Filing |
| 2026-04-01 | Fullagar Robert K | officer: president-nj operations | F-Tax Withholding | 394 | $52.05 | $21K | Filing |
| 2026-04-01 | Capko Robert John | officer: pao & controller | J-J | 193 | $52.05 | $10K | Filing |
| 2026-04-01 | Capko Robert John | officer: pao & controller | F-Tax Withholding | 83 | $52.05 | $4K | Filing |
| 2026-04-01 | Simpson Georgia M | officer: vp-it | A-Grant/Award | 2,140 | $52.05 | $111K | Filing |
| 2026-04-01 | Simpson Georgia M | officer: vp-it | J-J | 759 | $52.05 | $40K | Filing |
| 2026-04-01 | Kooper Jay L | officer: vp, gen. counsel & secretary | A-Grant/Award | 2,597 | $52.05 | $135K | Filing |
| 2026-04-01 | Kooper Jay L | officer: vp, gen. counsel & secretary | J-J | 759 | $52.05 | $40K | Filing |
| 2026-04-01 | Kooper Jay L | officer: vp, gen. counsel & secretary | F-Tax Withholding | 350 | $52.05 | $18K | Filing |
| 2026-04-01 | Ginegaw Lorrie Beth | officer: vp, human resources | A-Grant/Award | 2,017 | $52.05 | $105K | Filing |
| 2026-04-01 | McKoy Vaughn L | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
| 2026-04-01 | NOBLE ANN L. | director | A-Grant/Award | 865 | $52.05 | $45K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,134,461 | $176M | +117,859 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 1,604,067 | $90M | +54,161 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,101,704 | $62M | -5,911 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 802,323 | $45M | -25,630 | 2026-06-30 | Filing |
| STATE STREET CORP | 798,240 | $45M | +54,178 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 513,809 | $29M | +25,742 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 500,555 | $28M | +30,638 | 2026-06-30 | Filing |
| Legal & General Group Plc | 437,504 | $25M | +31,657 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 348,430 | $20M | +2,669 | 2026-06-30 | Filing |
| Invesco Ltd. | 280,212 | $16M | -10,419 | 2026-06-30 | Filing |
| Ledgewood Wealth Advisors, LLC | 254,016 | $14M | — | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 222,747 | $13M | +24,651 | 2026-06-30 | Filing |
| TSP Capital Management Group, LLC | 211,037 | $12M | +705 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 193,653 | $11M | +1,768 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 193,653 | $11M | +193,653 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 179,021 | $10M | +1,403 | 2026-06-30 | Filing |
| Zimmer Partners, LP | 176,903 | $10M | — | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 163,002 | $9M | +97,485 | 2026-06-30 | Filing |
| MIROVA | 159,067 | $9M | -36,933 | 2026-06-30 | Filing |
| FIRST MANHATTAN CO. LLC. | 141,624 | $8M | -2,265 | 2026-06-30 | Filing |