Analysts See 10% Upside For FVD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 18 2025
0mins
Should l Buy MSEX?
Source: NASDAQ.COM
ETF Analyst Target Price: The First Trust Value Line Dividend Index Fund ETF (FVD) has an implied analyst target price of $48.60 per unit, indicating a potential upside of 9.78% from its current trading price of $44.27.
Underlying Holdings Performance: Notable underlying holdings such as Rio Tinto plc, Canadian National Railway Co, and Middlesex Water Co show significant upside potential based on analyst targets, raising questions about the validity of these targets amidst market conditions.
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Analyst Views on MSEX
Wall Street analysts forecast MSEX stock price to rise
2 Analyst Rating
1 Buy
0 Hold
1 Sell
Hold
Current: 53.550
Low
53.00
Averages
58.00
High
63.00
Current: 53.550
Low
53.00
Averages
58.00
High
63.00
About MSEX
Middlesex Water Company is a water utility company. The Company owns and operates regulated water utility and wastewater systems primarily in New Jersey and Delaware. It also operates water and wastewater systems under contract on behalf of municipal and private clients, primarily in New Jersey and Delaware. It operates through two segments: Regulated and Non-Regulated. The Regulated segment is engaged in the business of collecting, treating and distributing water on a retail and wholesale basis to residential, commercial, industrial and fire protection customers in parts of New Jersey and Delaware and includes Middlesex, Tidewater, Pinelands Water and Southern Shores. The Non-Regulated segment primarily consists of non-regulated contract services for the operation and maintenance of municipal and private water and wastewater systems in New Jersey and Delaware and includes USA, USA-PA, and White Marsh. Across its regulated utility systems, it serves approximately 128,000 customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Middlesex Water Company to Release 2025 Financial Results
- Earnings Release Schedule: Middlesex Water Company plans to report its fourth quarter and year-end financial results for 2025 after market close on February 19, 2026, indicating the company's commitment to transparency and investor communication.
- Investor Information Access: The financial results and the 2025 Form 10-K will be available in the Investors section of the company's website, ensuring that investors can access key information in a timely manner to make informed decisions.
- Company Background: Established in 1897, Middlesex Water Company is one of the nation's premier investor-owned water and wastewater utilities, serving over half a million people, highlighting its significant role in the industry.
- Business Focus: The company emphasizes employee engagement, operational excellence, superior customer experience, infrastructure investment, and sustainable growth, aiming to deliver value to customers, investors, and the communities it serves, reflecting its long-term strategic vision.
See More
Tidewater Utilities Acquires Water System Assets in Pinewood Acres
- Acquisition Completed: Tidewater Utilities, Inc. has finalized the acquisition of water system assets serving 360 customers in Pinewood Acres, enhancing its market position and service quality in the region.
- Regulatory Approval: The Delaware Public Service Commission has authorized the acquisition, allowing Tidewater to become the owner and operator of the Pinewood Acres water utility assets, ensuring ongoing regulatory oversight and service reliability.
- Customer Service Commitment: TUI President Bruce E. Patrick emphasized that ensuring a smooth transition for new customers is a top priority, committing to deliver safe and reliable water service, which further strengthens the company's partnership with the community.
- Historical Context: Tidewater, the largest private water supplier in Delaware, boasts over 60 years of service, operating 172 active wells and 85 water treatment facilities, serving approximately 62,000 customers, showcasing its leadership in the industry.
See More
Ledgewood Wealth Advisors Increases Position in Invesco BulletShares 2027 ETF
- Increased Holdings: On January 15, 2026, Ledgewood Wealth Advisors disclosed an increase of 204,172 shares in the Invesco BulletShares 2027 Corporate Bond ETF, with an estimated transaction value of $4.03 million, reflecting confidence in the ETF's market outlook.
- Stake Proportion Rise: This purchase raised Ledgewood's stake in BSCR to 5.8% of its 13F AUM, indicating a strategic positioning in fixed-income investments, particularly amid expectations of declining interest rates.
- Fund Performance: As of January 15, 2026, BSCR shares were priced at $19.75, delivering a total return of 5.7% over the past year, although trailing the S&P 500 by 12.5 percentage points, suggesting a need for attention to the ETF's relative performance in the current market.
- Investment Strategy: The ETF targets investment-grade corporate bonds maturing in 2027, providing defined maturity exposure and predictable income, appealing to institutional and individual investors seeking high yields as interest rates are anticipated to decline.
See More
Ledgewood Wealth Advisors Increases BSCR Stake
- Stake Increase: On January 15, 2026, Ledgewood Wealth Advisors, LLC increased its stake in the Invesco BulletShares 2027 Corporate Bond ETF by 204,172 shares, with an estimated transaction value of $4.03 million based on the fourth quarter's average closing price, indicating a sustained interest in fixed-income investments.
- Quarter-End Value Growth: The fund's quarter-end position value rose by $4.04 million, reflecting both share purchases and bond ETF price movements, demonstrating strong market demand for investment-grade corporate bonds.
- Asset Allocation Adjustment: This transaction accounted for 2.3% of the fund's $173.6 million in reportable assets under management as of December 31, 2025, highlighting its strategic positioning in fixed income, particularly amid expectations of declining interest rates.
- Yield Attractiveness: High-quality investment-grade bonds yielding over 4% will become increasingly attractive if interest rates fall in 2026, potentially prompting a rotation of funds from stocks to bonds, thereby boosting demand for this ETF.
See More
Middlesex Water Declares Quarterly Dividend of $0.36
- Quarterly Dividend Announcement: Middlesex Water Company declared a quarterly dividend of $0.36 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of 2.74% provides relative attractiveness in the current market environment, potentially appealing to investors seeking stable income.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 17 and an ex-dividend date also on February 17, ensuring compliance and providing shareholders with a clear timeline.
- Market Attractiveness Analysis: Although there are more attractive investment options available, Middlesex Water's stable dividend policy and gradually improving financial performance are garnering increasing attention among investors.
See More
Utility Companies Face Negative EPS Revisions: CIG and Others at the Bottom
- EPS Revision Overview: As earnings season approaches, analysts have shown a negative trend in earnings revisions for utility companies, with Companhia Energética de Minas Gerais (CIG) receiving an FM grade, indicating declining market confidence in its near-term performance.
- Bottom-Ranked Companies: Middlesex Water (MSEX), ReNew Energy Global (RNW), and UGI (UGI) all received F grades, reflecting analysts' pessimistic outlook on their profitability, which could adversely affect their stock performance.
- Other Affected Firms: Chesapeake Utilities (CPK), Enel Chile (ENIC), and Pampa Energía (PAM) also face D grades, suggesting that their earnings expectations have not met market forecasts, potentially leading to diminished investor confidence.
- Market Outlook Analysis: In the context of the 2026 market rotation, investors should monitor the performance of these utility companies to avoid potential risks in future investment decisions.
See More
Middlesex Water Company to Release 2025 Financial Results
- Earnings Release Schedule: Middlesex Water Company plans to report its fourth quarter and year-end financial results for 2025 after market close on February 19, 2026, indicating the company's commitment to transparency and investor communication.
- Investor Information Access: The financial results and the 2025 Form 10-K will be available in the Investors section of the company's website, ensuring that investors can access key information in a timely manner to make informed decisions.
- Company Background: Established in 1897, Middlesex Water Company is one of the nation's premier investor-owned water and wastewater utilities, serving over half a million people, highlighting its significant role in the industry.
- Business Focus: The company emphasizes employee engagement, operational excellence, superior customer experience, infrastructure investment, and sustainable growth, aiming to deliver value to customers, investors, and the communities it serves, reflecting its long-term strategic vision.
See More
Tidewater Utilities Acquires Water System Assets in Pinewood Acres
- Acquisition Completed: Tidewater Utilities, Inc. has finalized the acquisition of water system assets serving 360 customers in Pinewood Acres, enhancing its market position and service quality in the region.
- Regulatory Approval: The Delaware Public Service Commission has authorized the acquisition, allowing Tidewater to become the owner and operator of the Pinewood Acres water utility assets, ensuring ongoing regulatory oversight and service reliability.
- Customer Service Commitment: TUI President Bruce E. Patrick emphasized that ensuring a smooth transition for new customers is a top priority, committing to deliver safe and reliable water service, which further strengthens the company's partnership with the community.
- Historical Context: Tidewater, the largest private water supplier in Delaware, boasts over 60 years of service, operating 172 active wells and 85 water treatment facilities, serving approximately 62,000 customers, showcasing its leadership in the industry.
See More
Ledgewood Wealth Advisors Increases Position in Invesco BulletShares 2027 ETF
- Increased Holdings: On January 15, 2026, Ledgewood Wealth Advisors disclosed an increase of 204,172 shares in the Invesco BulletShares 2027 Corporate Bond ETF, with an estimated transaction value of $4.03 million, reflecting confidence in the ETF's market outlook.
- Stake Proportion Rise: This purchase raised Ledgewood's stake in BSCR to 5.8% of its 13F AUM, indicating a strategic positioning in fixed-income investments, particularly amid expectations of declining interest rates.
- Fund Performance: As of January 15, 2026, BSCR shares were priced at $19.75, delivering a total return of 5.7% over the past year, although trailing the S&P 500 by 12.5 percentage points, suggesting a need for attention to the ETF's relative performance in the current market.
- Investment Strategy: The ETF targets investment-grade corporate bonds maturing in 2027, providing defined maturity exposure and predictable income, appealing to institutional and individual investors seeking high yields as interest rates are anticipated to decline.
See More
Ledgewood Wealth Advisors Increases BSCR Stake
- Stake Increase: On January 15, 2026, Ledgewood Wealth Advisors, LLC increased its stake in the Invesco BulletShares 2027 Corporate Bond ETF by 204,172 shares, with an estimated transaction value of $4.03 million based on the fourth quarter's average closing price, indicating a sustained interest in fixed-income investments.
- Quarter-End Value Growth: The fund's quarter-end position value rose by $4.04 million, reflecting both share purchases and bond ETF price movements, demonstrating strong market demand for investment-grade corporate bonds.
- Asset Allocation Adjustment: This transaction accounted for 2.3% of the fund's $173.6 million in reportable assets under management as of December 31, 2025, highlighting its strategic positioning in fixed income, particularly amid expectations of declining interest rates.
- Yield Attractiveness: High-quality investment-grade bonds yielding over 4% will become increasingly attractive if interest rates fall in 2026, potentially prompting a rotation of funds from stocks to bonds, thereby boosting demand for this ETF.
See More
Middlesex Water Declares Quarterly Dividend of $0.36
- Quarterly Dividend Announcement: Middlesex Water Company declared a quarterly dividend of $0.36 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of 2.74% provides relative attractiveness in the current market environment, potentially appealing to investors seeking stable income.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 17 and an ex-dividend date also on February 17, ensuring compliance and providing shareholders with a clear timeline.
- Market Attractiveness Analysis: Although there are more attractive investment options available, Middlesex Water's stable dividend policy and gradually improving financial performance are garnering increasing attention among investors.
See More
Utility Companies Face Negative EPS Revisions: CIG and Others at the Bottom
- EPS Revision Overview: As earnings season approaches, analysts have shown a negative trend in earnings revisions for utility companies, with Companhia Energética de Minas Gerais (CIG) receiving an FM grade, indicating declining market confidence in its near-term performance.
- Bottom-Ranked Companies: Middlesex Water (MSEX), ReNew Energy Global (RNW), and UGI (UGI) all received F grades, reflecting analysts' pessimistic outlook on their profitability, which could adversely affect their stock performance.
- Other Affected Firms: Chesapeake Utilities (CPK), Enel Chile (ENIC), and Pampa Energía (PAM) also face D grades, suggesting that their earnings expectations have not met market forecasts, potentially leading to diminished investor confidence.
- Market Outlook Analysis: In the context of the 2026 market rotation, investors should monitor the performance of these utility companies to avoid potential risks in future investment decisions.
See More
