Middlesex Water Company (MSEX)

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Middlesex Water Company (MSEX) is up 4.1% since the beginning of the year. At $52 per share, MSEX is trading 16.7% below its 52-week high of $62. Investors who bought $1,000 worth of MSEX shares 5 years ago would now be looking at an investment worth $698.

Middlesex Water Company (MSEX) has returned 4.09% so far this year and -5.19% over the past 12 months. Over the last ten years, MSEX has returned 4.57% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Mar 26, 1990, MSEX's average daily return is +0.06%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Mar 2025 with a return of +27.9%, while the worst month was Dec 2024 at -19.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MSEX closed higher 45% of trading days. The best single day was Aug 27, 1999 with a return of +32.8%, while the worst single day was Aug 30, 1999 at -19.0%.

Middlesex Water Company has an annualized alpha of 9.83%, beta of 0.56, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since March 26, 1990.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (59.00%) than losses (41.36%) - typical of diversified or defensive assets.
• Beta of 0.56 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MSEX ranks 33 for risk / return — below 33% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Middlesex Water Company provided a 2.74% dividend yield over the last twelve months, with an annual payout of $1.42 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Middlesex Water Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Middlesex Water Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Middlesex Water Company was 60.51%, occurring on Apr 16, 2024. The portfolio has not yet recovered.

The current Middlesex Water Company drawdown is 52.83%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Middlesex Water Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Middlesex Water Company is priced in the market compared to other companies in the Utilities - Regulated Water industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.