Badger Meter Experiences Valuation Adjustment Amid Mixed Market Performance Indicators
Badger Meter, Inc. has seen a valuation adjustment with its stock price at $145.81, down from $151.18, and a 24.53% decline over the past year, contrasting with the S&P 500's gain. Despite this, the company exhibits strong financial metrics including a P/E ratio of 40, a ROCE of 37.37%, and an ROE of 19.86%. Its valuation metrics present a mixed landscape when compared to competitors in the industrial manufacturing sector.
Perpetual Ltd Has $5.81 Million Stock Holdings in Badger Meter, Inc. $BMI
Perpetual Ltd reduced its stake in Badger Meter, Inc. (BMI) by 20.2% in Q4, now holding 33,289 shares valued at $5.81 million. Despite this, several other major institutions increased their holdings, with Amundi and Marshall Wace significantly boosting their positions, leading to 89.01% institutional ownership. Badger Meter recently reported slightly lower-than-expected Q4 earnings and revenue, but analysts maintain an average "Hold" rating with a target price of $182.88.
Badger Meter, Inc. $BMI Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in Badger Meter, Inc. by 189.2% in Q4 2026, bringing its total to 22,275 shares valued at $3.885 million. This institutional investment comes as the company's CEO and EVP also purchased shares, signaling insider confidence despite a slight miss on quarterly earnings estimates. Analysts currently hold a "Hold" rating for BMI with an average price target of $182.88.
SG Americas Securities Boosts Badger Meter Holdings - Today in Milwaukee
SG Americas Securities LLC significantly increased its stake in Badger Meter, Inc. (NYSE:BMI) by 189.2% in the fourth quarter of 2025, bringing its total holdings to 22,275 shares valued at $3.885 million. This move reflects institutional confidence in Badger Meter's water infrastructure technology, driven by the growing prioritization of water conservation and modernization by utilities. The financial services firm emphasized the strong long-term fundamentals of the water infrastructure and industrial automation markets that Badger Meter serves.
Badger Meter Buyback Expansion And SmartCover Growth Shape Valuation Outlook
Badger Meter (NYSE:BMI) has expanded its share repurchase authorization by $75 million, signaling increased confidence from management and the board, further supported by an analyst upgrade and insider share purchases. The company is also seeing continued growth in its SmartCover business. Despite mixed share performance over the past year, these developments, alongside a P/E ratio above the industry average, offer new signals for investors to consider regarding the stock's valuation and future prospects.
Inspection Instruments Stocks Q4 Recap: Benchmarking Badger Meter (NYSE:BMI)
This article reviews the Q4 performance of several inspection instrument companies, highlighting Badger Meter (BMI) as the weakest performer with a revenue miss, and Keysight (KEYS) as the strongest due to significant beats on analyst estimates. It also covers Itron (ITRI), Viavi Solutions (VIAV), and Teledyne (TDY), discussing their revenue growth and stock performance following their earnings reports. The sector's demand is influenced by non-discretionary products like water meters and economic cycles affecting construction projects.
Badger Meter (BMI) director granted $19,000 in phantom stock units
Badger Meter Inc. director Todd A. Adams was granted 124.710 Phantom Stock Units as part of his 2026 second-quarter director retainer, valued at $19,000. These units are economically equivalent to one share of common stock and will be paid in cash upon his termination of service as a director, based on the stock's closing price as of March 31, 2026. Following this grant, Adams holds a total of 16,120.483 Phantom Stock Units.
Badger Meter (NYSE: BMI) director gets $19,000 in phantom stock units
Badger Meter (NYSE: BMI) director Xia Liu was granted 124.710 phantom stock units, valued at $152.35 per unit, as part of her routine board compensation. This award represents her $19,000 second-quarter 2026 director retainer, which was deferred into the company's Director Deferred Compensation Plan. Following this transaction, Liu now holds a total of 3,441.427 phantom stock units, payable in cash upon the termination of her board service.
Badger Meter (BMI) shares drop after Q4 earnings, RBC calls market reaction overdone
Badger Meter (BMI) shares dropped after its Q4 earnings report, with analysts noting strong results despite the market's negative reaction. RBC Capital Markets believes the market's response is overdone, citing solid sales beats and a reaffirmation of 2024 guidance. The firm maintains an Outperform rating and $166 price target while acknowledging a slight weakness in orders, which they attribute to seasonality.
Badger Meter Is Expanding Beyond the Meter Into a Smart Water Solutions Provider
Badger Meter is evolving from a traditional meter company into a smart water solutions provider. The company has expanded its product offerings to include flow measurement, sewer monitoring, water quality monitoring, and software solutions. This strategic shift positions Badger Meter for growth in the broader smart water management market.
Badger Meter (BMI) Rises While Market Declines: Key Information
Badger Meter (BMI) saw a 1.57% increase in its stock price, closing at $148.10, outperforming the S&P 500's decline. Despite a monthly drop, the company's Q1 earnings per share are projected to decrease by 6.15% to $1.22, while revenue is expected to increase by 4.21% to $231.56 million. Currently, BMI has a Zacks Rank of #4 (Sell) and trades at a higher Forward P/E and PEG ratio compared to its industry average.
Badger Meter, Inc. (BMI) Jumps 5.1% to $153.31
Badger Meter, Inc. (BMI) saw its stock price jump by 5.1% to $153.31 after Baird raised its price target for the water technology company from $165 to $173. The upgrade and increased price target signaled heightened confidence in BMI's near-term outlook and fundamentals from the analyst. Investors reacted positively to the news, leading to increased trading volume and a market capitalization of $4.5 billion.
Badger Meter (BMI) Stock Trades Up, Here Is Why
Badger Meter (BMI) shares rose after Baird upgraded the stock to Outperform, citing an attractive valuation, limited Middle East risk exposure, and strong growth outlooks for 2026 and 2027. Despite the positive news, the stock cooled down slightly, reflecting its historical volatility. This upgrade follows a significant drop two months prior due to a revenue miss in its Q4 earnings, even though profits exceeded expectations.
Badger Meter, Inc. (BMI) Jumps 5.1% to $153.31
Badger Meter, Inc. (BMI) saw its stock jump 5.1% to $153.31 after Baird raised its price target from $165 to $173, signaling strong analyst confidence in the water technology company. The upgrade, coupled with an Outperform rating, suggests further upside potential for BMI, driving investor optimism as the stock traded on higher volume. Investors are advised to monitor the stock's progress towards the new price target and anticipate future company updates or analyst commentary.
Badger Meter (NYSE:BMI) Trading Up 5.7% After Analyst Upgrade
Badger Meter (NYSE:BMI) shares rose 5.7% after Robert W. Baird upgraded the stock to "outperform" and increased its price target to $173. Despite the upgrade, analyst sentiment for BMI is mixed with a consensus "Hold" rating and an average price target of $182.88. The company recently slightly missed its quarterly EPS and revenue estimates but showed a 7.6% year-over-year revenue increase and pays a $0.40 quarterly dividend.
Is There Now An Opportunity In Badger Meter, Inc. (NYSE:BMI)?
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Badger Meter (NYSE:BMI) Upgraded at Robert W. Baird
Robert W. Baird has upgraded Badger Meter (NYSE:BMI) from "neutral" to "outperform," setting a price target of $173, indicating an 18.19% upside. This upgrade comes despite the company slightly missing EPS expectations and reporting lower-than-anticipated revenue last quarter. Analyst ratings for BMI are mixed overall, with institutional investors holding a significant portion of the stock.
Baird upgrades Badger Meter (BMI)
The article states that Baird has upgraded Badger Meter (BMI). No further details about the upgrade or the company are provided in the current content.
(BMI) Movement as an Input in Quant Signal Sets
This article provides a quantitative analysis of Badger Meter Inc. (NYSE: BMI), indicating a potential near-term shift in positive sentiment and a broader weak alignment. It highlights an exceptional risk-reward short setup targeting a 16.8% downside, while also outlining distinct institutional trading strategies for various risk profiles. The analysis includes multi-timeframe signal insights and AI-generated real-time trading signals for BMI.
[SCHEDULE 13G/A] BADGER...
The Vanguard Group filed an amended Schedule 13G/A for Badger Meter Inc, reporting zero beneficial ownership of common stock due to an internal realignment effective January 12, 2026. This realignment causes certain subsidiaries to report separately, in accordance with SEC Release No. 34-39538. The filing clarifies reporting mechanics rather than a change in investment strategy or trading decisions for the company.
Badger Meter's Strategic Pivot: Software and Services Drive Future Value
Badger Meter is strategically shifting from a hardware manufacturer to a comprehensive software and services provider in the water infrastructure sector, driven by aging infrastructure and conservation needs. Its BlueEdge platform, featuring the BEACON SaaS offering, is central to this transformation, providing utilities with precise control and visibility. The upcoming Q1 report will offer critical insights into the adoption of cellular-based meter technology and the company's expansion into wastewater system monitoring.
Badger Meter (BMI) Dips More Than Broader Market: What You Should Know
Badger Meter (BMI) stock closed down 2.07% at $150.64 in the latest trading session, underperforming the broader market. The company is expected to report Q1 EPS of $1.22, a 6.15% decrease from the prior year, with revenue projected to rise by 4.21% to $231.56 million. BMI currently holds a Zacks Rank of #4 (Sell) and is trading at a Forward P/E ratio of 30.56, which is a premium compared to its industry's average of 26.78.
Dudley & Shanley Inc. Purchases New Shares in Badger Meter, Inc. $BMI
Dudley & Shanley Inc. recently acquired a new stake of 82,695 shares in Badger Meter, Inc. (NYSE:BMI) worth approximately $14.42 million, representing 2.3% of its portfolio. This purchase comes as Badger Meter reported slightly mixed quarterly results, missing EPS and revenue expectations but showing a 7.6% year-over-year revenue increase. Analysts maintain a "Hold" consensus rating for BMI, with a target price of $181.88.
Dudley & Shanley Inc. Boosts Stake in Badger Meter, Inc.
Dudley & Shanley Inc., an investment management firm, significantly increased its stake in Badger Meter, Inc. by acquiring 82,695 shares valued at $14.4 million in Q4 2025. This move suggests Dudley & Shanley sees long-term growth potential in Badger Meter, a leading manufacturer of essential water infrastructure products. The investment now represents 2.3% of Dudley & Shanley's total holdings.
Tudor Investment Corp ET AL Boosts Stock Holdings in Badger Meter, Inc. $BMI
Tudor Investment Corp ET AL significantly increased its stake in Badger Meter, Inc. by 67%, bringing its total holdings to 106,927 shares valued at $19.1 million. Several other institutional investors, including Norges Bank and Amundi, also expanded their positions, resulting in institutional ownership reaching 89.01%. Despite mixed analyst ratings and an earnings miss, company insiders, including the CEO, have been buying shares, and the company maintains a quarterly dividend of $0.40.
Badger Meter Inc stock faces pressure amid horizontal trading pattern on NYSE
Badger Meter Inc. (US0559211000) is experiencing a horizontal trading pattern on the NYSE, with shares showing mixed signals ahead of its Q1 2026 earnings release on April 16, 2026. The company operates in the water submetering sector, which analysts view positively due to increasing demand for smart metering solutions. Despite recent declines, investors, particularly those in the DACH region, are monitoring Badger Meter for its potential for diversification and resilience within the water infrastructure industry.
JPMorgan Chase & Co. Raises Stake in Badger Meter, Inc. $BMI
JPMorgan Chase & Co. significantly increased its stake in Badger Meter, Inc. by 43.8% in the third quarter, now holding 503,171 shares valued at $89.9 million. This occurred despite Badger Meter slightly missing recent earnings estimates, reporting $1.14 EPS versus $1.15 expected and $220.7 million in revenue against a $232.3 million expectation, though revenue was up 7.6% year-over-year. While institutional ownership remains high, company insiders have reduced their holdings with recent sales totaling 3,989 shares.
Mairs & Power Inc. Sells 7,518 Shares of Badger Meter, Inc. $BMI
Mairs & Power Inc. reduced its stake in Badger Meter, Inc. (NYSE:BMI) by 6.8%, selling 7,518 shares during the third quarter, though the firm still holds 103,859 shares valued at $18.55 million. Meanwhile, several other institutional investors significantly increased their positions in the scientific and technical instruments company. Insider activity was mixed, with a VP selling shares and an EVP purchasing shares, while Badger Meter missed quarterly EPS and revenue estimates slightly but announced a $0.40 quarterly dividend.
Numerai GP LLC Acquires 11,161 Shares of Badger Meter, Inc. $BMI
Numerai GP LLC significantly increased its stake in Badger Meter, Inc. (NYSE:BMI) by 279.2% in the third quarter, acquiring an additional 11,161 shares to now hold 15,158 shares valued at approximately $2.71 million. This increase in institutional ownership is accompanied by insider buying from CEO Kenneth Bockhorst and EVP Robert Wrocklage, who collectively purchased nearly 5,000 shares worth over $750,000. Despite recently missing revenue and EPS estimates, Badger Meter has a market cap of $4.45 billion, a P/E of 31.74, pays an annual dividend of $1.60 (1.1% yield), and holds an average analyst rating of "Hold."
Liquidity Mapping Around (BMI) Price Events
This article provides an AI-driven liquidity mapping analysis for Badger Meter Inc. (NYSE: BMI), noting a strong near-term sentiment that could challenge persistent mid and long-term weakness. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, support, and resistance levels. The report highlights an exceptional 58.5:1 risk-reward short setup.
Bamco Inc. NY Acquires Stake in Badger Meter
Investment firm Bamco Inc. NY has acquired a significant stake in Badger Meter, purchasing over 250,000 shares valued at approximately $45.4 million. This acquisition suggests confidence in Badger Meter's long-term growth potential despite a recent decline in its stock price. Badger Meter is recognized as a global leader in flow measurement solutions, and its performance is considered an indicator for the water utilities and industrial instrumentation sectors.
254,423 Shares in Badger Meter, Inc. $BMI Bought by Bamco Inc. NY
Bamco Inc. NY recently acquired a significant stake of 254,423 shares in Badger Meter, Inc. (NYSE:BMI), valued at approximately $45.4 million, representing about 0.86% ownership despite Badger Meter slightly missing Q3 earnings expectations. The company also announced a quarterly dividend of $0.40 per share. Insider transactions were mixed, with the CEO buying shares and a VP selling, while institutional ownership stands at over 89%.
Analysts Give Badger Meter 'Hold' Rating
Eleven research firms have given Badger Meter (NYSE:BMI) an average "Hold" rating, with two analysts recommending "Sell," five "Hold," and four "Buy." The water meter manufacturer's stock has an average 12-month price target of $181.88, reflecting a cautious outlook from analysts. This mixed sentiment is critical for investors assessing the company's financial health and future prospects.
Badger Meter (NYSE: BMI) VP granted restricted stock and reports tax share withholding
Badger Meter's VP–General Counsel and Secretary, William R. A. Bergum, reported the grant of 369 restricted shares on March 6, 2026, under the 2021 Omnibus Incentive Plan. Concurrently, 46 shares were withheld to cover tax obligations. After these transactions, Bergum directly holds 15,236 common shares of Badger Meter.
A Look At Badger Meter (BMI) Valuation After Downgrade And Expanded Share Buyback Program
Badger Meter (BMI) is attracting investor attention after declaring a dividend and expanding its share repurchase program by $75 million, despite a recent downgrade from Argus Research. The stock currently trades around $146.59, slightly below its internal intrinsic value estimate and 21% below the analyst target of $178, leading to a "most popular narrative" of being 18% undervalued. The article suggests investors review various valuation factors, including risks like municipal project timing and competition, to determine future growth potential.
BADGER METER INC ($BMI) CEO 2025 Pay Revealed
Kenneth C. Bockhorst, CEO of BADGER METER INC ($BMI), is estimated to have received $5,932,862 in compensation in 2025, marking a 14.3% increase from 2024. The article also details insider trading activity, government contracts awarded to BMI, significant hedge fund movements in BMI stock, and recent analyst ratings and price targets for the company.
Badger Meter (NYSE: BMI) VP logs 36-share tax withholding, holds 3,004
Fred J. Begale, VP-Utility NPD at Badger Meter Inc (NYSE: BMI), reported a routine tax-related disposition of 36 shares of common stock at $148.85 per share. This transaction was made to satisfy tax obligations and is classified as a tax-withholding event, not an open-market trade. After this disposition, Begale directly holds 3,004 shares of Badger Meter common stock.
Badger Meter (BMI) Experiences a Sharper Decline Compared to the Overall Market: Key Information to Consider
Badger Meter (BMI) stock declined by 1.73% to $144.30, a sharper drop than the S&P 500, with year-to-date declines outpacing broader markets and its sector. Upcoming earnings are projected to show a decrease in EPS but an increase in revenue. Zacks currently rates BMI as a "Strong Sell" due to unchanged consensus estimates and higher valuation metrics compared to its industry.
Badger Meter, Inc. (BMI) announces regular quarterly dividend and expands share repurchase authorization
Badger Meter, Inc. has announced a regular quarterly dividend of $0.25 per share, payable on March 15, 2026, to shareholders of record as of March 1, 2026. The company's board also approved an additional authorization of up to 500,000 shares for repurchase under its existing share repurchase program, demonstrating confidence in its financial position and commitment to shareholder returns.
First Trust Advisors LP Has $46.66 Million Stock Holdings in Badger Meter, Inc. $BMI
First Trust Advisors LP significantly increased its stake in Badger Meter, Inc. (NYSE:BMI) by 31.1% in the third quarter, holding 261,291 shares valued at $46.66 million. Other institutional investors also adjusted their positions in the company, which recently announced a quarterly dividend and reported slightly missing earnings estimates for the last quarter. Analysts currently have a "Hold" consensus rating on Badger Meter, with a target price of $181.88.
Badger Meter (NYSE: BMI) EVP awarded 1,312 shares, with 210 withheld for taxes
Badger Meter EVP Robert Wrocklage was granted 1,312 shares of restricted common stock as part of an incentive plan, with 210 shares withheld for tax obligations at $148.85 per share. These transactions, reported on March 6, 2026, are routine equity compensation, not open-market sales. Following these actions, Mr. Wrocklage directly holds 22,321 shares of Badger Meter common stock, representing a net increase in his ownership.
Badger Meter (BMI) VP-Controller receives 246-share restricted stock award
Christina M. Tarantino, VP-Controller of Badger Meter Inc. (BMI), was granted 246 shares of restricted common stock under the company's 2021 Omnibus Incentive Plan. The award, granted on March 6, 2026, will vest in equal installments over three years. Following this grant, Tarantino directly holds 931 shares of Badger Meter common stock.
Badger Meter (NYSE: BMI) VP gets 410-share grant, sells 143 shares
Kimberly K. Stoll, VP–Customer Service & GM SmartCover at Badger Meter, received a grant of 410 restricted common shares on March 6, 2026, which will vest over three years. On the same day, she sold 143 common shares at $144.50 each in an open-market transaction. Following these transactions, she directly owns 3,523 Badger Meter common shares.
Jefferies Financial Group Invests $2.32M in Badger Meter
Jefferies Financial Group Inc. has invested $2.32 million in Badger Meter, Inc., acquiring 13,001 shares of the company's stock during the third quarter. This investment by the global investment banking firm signals continued confidence in Badger Meter's leadership in flow measurement and control solutions. Badger Meter is known for its precision engineering in water meters and control valves.
Jefferies Financial Group Inc. Invests $2.32 Million in Badger Meter, Inc. $BMI
Jefferies Financial Group Inc. acquired a new stake of 13,001 shares, valued at $2.32 million, in Badger Meter, Inc. during the third quarter, joining other significant institutional investors. Insider activity was mixed, with CEO Kenneth Bockhorst buying shares and VP Kimberly Stoll selling some. Badger Meter missed slightly on Q3 revenue and EPS estimates, trades around $147, and holds a consensus "Hold" rating with an average target of $181.88, while also paying a quarterly dividend.
Badger Meter (NYSE:BMI) VP Kimberly Stoll Sells 143 Shares
Badger Meter VP Kimberly Stoll sold 143 shares of the company's stock on March 6th for $20,663.50, reducing her stake by 3.9%. The stock has recently declined by 1.6% to $147.11 following Q4 results that missed EPS estimates, though revenue was up 7.6% year-over-year. Analysts currently hold a "Hold" rating on BMI with an average target price of $181.88, and institutional investors own approximately 89% of the shares.
Do Earnings Caution and Insider Selling Recast Badger Meter’s Growth Story and Valuation Premise (BMI)?
Badger Meter (BMI) faces investor scrutiny due to cautious analyst sentiment regarding upcoming earnings, which are expected to show an EPS decline despite higher revenue, alongside insider share sales. While the company's long-term smart water metering thesis remains largely intact, reinforced by an expanded share repurchase authorization, concerns about a premium valuation and softer near-term earnings persist. Investors are advised to consider these factors and a range of analyst forecasts to form their own conviction about BMI's future performance.
11 Best Water Management Stocks to Buy
This article lists 11 top water management stocks to consider buying, highlighting Badger Meter, Inc. (NYSE: BMI) as one of them. It details recent financial performance, dividend announcements, and analyst ratings for Badger Meter, underscoring its role in providing solutions for water utilities globally. The report also mentions other key players in the water management sector.
Meiji Yasuda Asset Management Boosts Stake in Badger Meter
Meiji Yasuda Asset Management Co Ltd. has significantly increased its stake in Badger Meter, Inc. (NYSE:BMI) by 154.7% during the third quarter, now owning 16,922 shares valued at approximately $3,022,000. This move signals growing investor interest in the Milwaukee-based manufacturer of water meters and flow control solutions, highlighting its strong market position and potential for continued growth in the water utilities industry.
Dundas Partners LLP Reduces Stake in Badger Meter, Inc.
Dundas Partners LLP significantly reduced its stake in Badger Meter, Inc. by 90.8% in the third quarter, now owning only 773 shares. This reduction, valued at approximately $138,000, could indicate a shift in investor sentiment, although Badger Meter still maintains strong overall institutional ownership. Investors will monitor if this is an isolated portfolio adjustment or a broader trend impacting the company's prospects.
