Badger Meter (BMI) Stock Dips While Market Gains: Key Facts
Badger Meter (BMI) stock closed down 1.56% while the broader market gained, trailing behind the S&P 500 and its sector over the past month. Analysts anticipate a 6.15% year-over-year decline in earnings for the upcoming report, though revenue is expected to increase by 4.21%. The company currently holds a Zacks Rank of #5 (Strong Sell) and trades at a premium valuation compared to its industry.
April 17th Options Now Available For Badger Meter (BMI)
New options for Badger Meter Inc (BMI) with an April 17th expiration are now trading. Investors can consider a put contract at a $150.00 strike price for a potential YieldBoost of 2.67% (17.09% annualized) or a covered call contract at a $165.00 strike price for a potential total return of 7.03% (24.45% annualized) if the stock is called away. These options present strategies for investors interested in BMI stock at current levels.
Do You Believe in Badger Meter's (BMI) Long-Term Growth Potential?
Conestoga Capital Advisors highlighted Badger Meter, Inc. (BMI) in its Q4 2025 investor letter, noting its strong market position in municipal water utilities, recurring revenue, and robust financial health. Despite the company's solid fundamentals and ability to grow through economic cycles, the firm's Small Cap Strategy slightly underperformed the Russell 2000 Growth Index. The article also mentions that while BMI is a quality investment, certain AI stocks may offer greater upside potential with less risk.
Envestnet Asset Management Inc. Buys 29,186 Shares of Badger Meter, Inc. $BMI
Envestnet Asset Management Inc. significantly increased its stake in Badger Meter, Inc. (NYSE:BMI) by 49.5% in the third quarter, acquiring 29,186 additional shares. This move brings their total holdings to 88,158 shares, valued at approximately $15.743 million. Despite institutional interest, Badger Meter recently missed analysts' consensus estimates for both EPS and revenue in its latest quarterly report, and analysts currently hold a "Hold" rating with an average target price of $181.88.
Badger Meter declares $0.40 per share dividend, expands share buyback program by $75M
Badger Meter (BMI) has announced a quarterly dividend of $0.40 per share, payable on March 15 to shareholders of record as of March 1. The company also expanded its share repurchase program by an additional $75 million, signaling confidence in its financial position and commitment to returning value to shareholders.
Public Sector Pension Investment Board Boosts Position in Badger Meter, Inc. $BMI
The Public Sector Pension Investment Board increased its stake in Badger Meter, Inc. by 14.5% in the third quarter, now owning 114,971 shares valued at $20.53 million, contributing to institutional investors' 89.01% ownership. Despite slightly missing recent earnings estimates, the company saw a 7.6% revenue growth, and its stock holds a "Hold" consensus rating with an average price target of $181.88. Notably, company insiders, including CEO Kenneth Bockhorst and EVP Robert Wrocklage, also recently increased their holdings, signaling confidence in the company.
Badger Meter increases share repurchase authorization to $150 million By Investing.com
Badger Meter, Inc. has increased its share repurchase authorization by $75 million, bringing the total to $150 million through November 30, 2028. The water technology company has already repurchased 205,000 shares for approximately $30.3 million in the first quarter of 2026 and has a strong dividend track record. This move comes despite recent financial results showing a slight miss on EPS and revenue expectations for Q4 2025.
Badger Meter (BMI) Maintains Quarterly Dividend at $0.40 Per Sha
Badger Meter, Inc. (BMI) has announced it will maintain its quarterly dividend at $0.40 per share, reflecting its strong financial health and consistent payout strategy. The company shows robust financial metrics including a 17.2% three-year revenue growth and a strong balance sheet with no debt, and projects high single-digit sales growth. Positive market sentiment and technical indicators further underscore its stable investment profile and potential for sustained growth in the water management sector.
Badger Meter increases share repurchase authorization to $150 million By Investing.com
Badger Meter, Inc. announced an increase of $75 million to its share repurchase program, bringing the total authorization to $150 million through November 30, 2028. The company has already repurchased 205,000 shares for $30.3 million in Q1 2026 and declared a quarterly cash dividend of $0.40 per share, maintaining a history of 33 consecutive years of dividend increases. This comes after the water technology company reported Q4 2025 earnings and revenue that were below analyst expectations.
Badger Meter Declares Regular Quarterly Dividend and Expands Share Repurchase Authorization
Badger Meter, Inc. announced a regular quarterly cash dividend of $0.40 per share, payable on March 13, 2026, to shareholders of record on February 27, 2026. Additionally, the company's Board of Directors approved an increase of $75 million to its share repurchase authorization, bringing the total to $150 million through November 30, 2028. As of the first quarter of 2026, Badger Meter has already repurchased 205,000 shares for approximately $30.3 million under this expanded authorization.
Badger Meter Declares Regular Quarterly Dividend and Expands Share Repurchase Authorization
Badger Meter, Inc. announced a regular quarterly cash dividend of $0.40 per share, payable on March 13, 2026, to shareholders of record on February 27, 2026. The company also expanded its share repurchase authorization by an additional $75 million, bringing the total authorization to $150 million through November 30, 2028. Already, 205,000 shares have been repurchased for approximately $30.3 million in the first quarter of 2026, with $119.7 million remaining.
Is Badger Meter’s (BMI) Insider Buying Amid Margin Pressures Quietly Reframing Its Competitive Narrative?
Badger Meter (BMI) missed Q4 earnings expectations, yet Executive Vice President Robert Wrocklage purchased company shares, drawing attention to the company's financial health. Faced with margin pressures from tariffs and input costs, the market is evaluating whether Badger Meter's higher-margin software and SaaS offerings can counter hardware margin strains. Insider buying, despite these challenges, suggests a potential reframing of the company's investment narrative and competitive positioning in smart water infrastructure.
Here's How Much $100 Invested In Badger Meter 10 Years Ago Would Be Worth Today
This article analyzes the hypothetical return on a $100 investment in Badger Meter (NYSE: BMI) made 10 years ago. It shows that due to an annualized return of 16.99%, outperforming the market by 3.37%, the initial $100 investment would now be worth $483.43. The piece highlights the significant impact of compounded returns over time.
Badger Meter (NYSE:BMI) CEO Kenneth Bockhorst Purchases 3,300 Shares
Badger Meter (NYSE:BMI) CEO Kenneth Bockhorst recently purchased 3,300 shares of the company's stock for over $500,000, increasing his stake by almost 9%. This transaction brings his total direct ownership to 40,013 shares. The purchase occurred as the stock trades below its 50 and 200-day moving averages and after the company slightly missed quarterly earnings and revenue estimates.
Badger Meter CEO Bockhorst buys $502k in BMI stock
Kenneth Bockhorst, CEO of Badger Meter Inc. (NYSE: BMI), purchased 3,300 shares of the company's common stock for approximately $502,985. This transaction increased his direct ownership to 40,013 shares. The purchase occurred after Badger Meter reported its Q4 2025 earnings, which slightly missed analysts' expectations for both EPS and revenue.
Badger Meter CEO Bockhorst buys $502k in BMI stock
Kenneth Bockhorst, CEO of Badger Meter Inc (NYSE:BMI), recently acquired 3,300 shares of company stock for approximately $502,985. This transaction increased his direct ownership to 40,013 shares. The purchase follows the company's fourth-quarter 2025 earnings report, where EPS and revenue slightly missed analyst expectations, causing an initial dip in pre-market trading, although shares later recovered.
ProShare Advisors LLC Boosts Stock Holdings in Badger Meter, Inc. $BMI
ProShare Advisors LLC increased its stake in Badger Meter, Inc. by 25.1% in Q3, now holding 72,316 shares valued at $12.9 million. This increase occurred despite Badger Meter missing analyst estimates for both EPS and revenue in its latest earnings report. The stock currently has an average "Hold" rating from analysts with a consensus price target of $181.88, and EVP Robert Wrocklage recently acquired additional shares.
Badger Meter Vice President of Global Operations Acquires 222% More Stock
Richard Htwe, Vice President of Global Operations at Badger Meter, recently purchased US$501k worth of the company's stock at US$149 per share, increasing his holding by 222%. This significant insider buying suggests optimism despite more insider selling than buying over the past year. Insiders currently own 0.5% of the company, valued at approximately US$21m, indicating some alignment with shareholders.
Badger Meter Vice President of Global Operations Acquires 222% More Stock
Richard Htwe, Vice President of Global Operations at Badger Meter, recently purchased US$501k worth of company stock, increasing his holding by 222%. While this recent insider buying is positive, the company has seen more insider selling than buying over the past year, though the major sale was at a higher price than current shares. Insiders currently own 0.5% of Badger Meter, valued at approximately US$21 million.
Badger Meter Inc (BMI) Shares Up 3.6% on Feb 10
Badger Meter Inc (BMI) shares rose 3.60% to $156.00 on February 10, trading 39.08% below its 52-week high. Wall Street analysts predict an average target price of $180.82, implying a 15.91% upside, with an "Outperform" recommendation. GuruFocus estimates a one-year GF Value of $233.92, suggesting a 49.95% upside.
Badger Meter EVP Wrocklage buys $251k in BMI stock
Robert Wrocklage, EVP at Badger Meter INC, recently purchased 1,650 shares of BMI stock for $251,377. This transaction increases his direct holdings to 19,541 shares. The company, despite a recent earnings miss, is considered to have a strong financial position and be fairly valued, with a 55-year history of dividend payments.
Broadcom and Badger Meter have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has identified Broadcom (AVGO) as the "Bull of the Day" due to its dominant positions in semiconductors and software, robust growth outlook fueled by AI infrastructure spending, and high-margin recurring revenue. Conversely, Badger Meter (BMI) is designated as the "Bear of the Day" facing challenges from rising costs, tariffs, and increased competitive pressures in the water technology sector. The article also touches on the financial resilience of energy companies like Exxon Mobil, Chevron, and EOG Resources amidst softer crude oil prices.
Bear of the Day: Badger Meter (BMI)
Badger Meter (BMI), despite its leadership in the water technology sector, has been designated as "Bear of the Day" due to rising costs, specifically from global tariffs, elevated copper and component prices, and shrinking profit margins. The company also faces increasing competitive pressure from rivals like Honeywell and Itron, leading to lowered earnings estimates from analysts and a 30% decline in stock performance over the past year.
Alps Advisors Inc. Grows Position in Badger Meter, Inc. $BMI
Alps Advisors Inc. significantly increased its stake in Badger Meter, Inc. (NYSE:BMI) by 85.9% in the third quarter of 2025, now holding 82,568 shares worth approximately $14.7 million. Despite the increased institutional investment, Badger Meter recently missed Q3 earnings and revenue estimates, reporting EPS of $1.14 against an expected $1.15, and revenue of $220.7 million compared to projections of $232.3 million. Analyst sentiment for BMI is mixed, with an average "Hold" rating and a consensus price target of $181.88, though some firms have recently lowered their targets.
Assessing Badger Meter (BMI) Valuation After Earnings Growth And Cautious Analyst Reactions
Badger Meter (BMI) shares are under scrutiny after its Q4 and full-year 2025 earnings report, which was met with mixed analyst reactions due to cautious near-term sales momentum. While the stock trades at a discount to the average analyst price target, Simply Wall St's DCF model suggests it might be overvalued, contrasting with another narrative indicating it's undervalued. Investors are faced with conflicting valuation signals and must consider future growth prospects, risks, and different analytical perspectives.
Argus Research Downgrades Badger Meter, Inc. (BMI) as Seaport Research Trims Price Target
Argus Research downgraded Badger Meter, Inc. (BMI) to Hold from Buy, while Seaport Research adjusted its price target to $220 from $255, maintaining a Buy rating. This comes after Badger Meter reported record sales, profitability, and cash flow for Q4 2025, driven by strong customer demand for its cellular AMI solutions and strategic project wins. Despite the positive financial performance, the analysts' actions reflect a nuanced view of the company's growth trajectory.
Argus Research Downgrades Badger Meter, Inc. (BMI) as Seaport Research Trims Price Target
Argus Research has downgraded Badger Meter, Inc. (BMI) to Hold from Buy, while Seaport Research trimmed its price target on the stock. Despite the downgrade, Badger Meter reported solid financial performance for Q4 2025 with record sales, profitability, and cash flow, driven by strong customer demand for its cellular AMI solution and strategic acquisitions. The company's CEO highlighted success in expanding its smart water management platform and securing significant projects.
Argus Research Downgrades Badger Meter, Inc. (BMI) as Seaport Research Trims Price Target
Argus Research downgraded Badger Meter, Inc. (BMI) to Hold from Buy, while Seaport Research trimmed its price target on the stock to $220 from $255, maintaining a Buy rating. Despite the downgrade and price target adjustment, Badger Meter reported strong Q4 2025 results with record sales, profitability, and cash flow, driven by solid customer demand for its cellular AMI solution and successful project wins. The company's sales increased by 8% to $221 million, and operating profit margins improved to 19.5%.
Zurn Elkay, Badger Meter, AAON, Trex, and Saia Shares Are Soaring, What You Need To Know
Shares of Zurn Elkay, Badger Meter, AAON, Trex, and Saia all experienced significant jumps following a broader market rebound. This rally was driven by a recovery in technology stocks, a bounce in Bitcoin, improved U.S. consumer sentiment, and recognition of the benefits of AI-related capital expenditure for chipmakers. The Dow Jones Industrial Average also surged, crossing the 50,000 threshold for the first time.
Badger Meter Leans Into Smart Water Software With PRASA Win And Integration
Badger Meter (NYSE:BMI) has expanded its smart water footprint by securing the PRASA AMI project in Puerto Rico and integrating SmartCover into its BlueEdge platform. These strategic moves highlight the company's shift towards software and data-driven water management, aiming for recurring revenue and long-term service relationships rather than relying solely on hardware sales. While these developments support Badger Meter's growth narrative as a digital water solutions provider and could enhance its market position against competitors like Xylem and Itron, potential risks include the lumpy nature of large municipal projects and integration challenges.
Badger Meter Leans Into Smart Water Software With PRASA Win And Integration
Badger Meter (NYSE:BMI) has strengthened its position in smart water management by securing the PRASA AMI project in Puerto Rico and fully integrating SmartCover into its BlueEdge platform, moving beyond traditional hardware. These developments align with analyst expectations for growth in recurring software revenue and expand the company's international footprint. While municipal projects can be volatile, a successful Puerto Rico rollout could enhance Badger Meter's competitive edge against rivals like Xylem and Itron.
Badger Meter Leans Into Smart Water Software With PRASA Win And Integration
Badger Meter (NYSE:BMI) secured the PRASA AMI project in Puerto Rico and integrated SmartCover into its BlueEdge platform, expanding its smart water solutions focus beyond hardware. These developments signify the company's shift towards higher-margin software and recurring revenue. Investors should monitor the project's deployment, its software and monitoring revenue generation, and future international wins as indicators of the company's long-term growth in the digital water management sector.
Badger Meter (BMI) Price Target Decreased by 14.97% to 184.44
The average one-year price target for Badger Meter (NYSE: BMI) has been lowered by 14.97% to $184.44 per share, down from $216.91. This target represents a 25.10% increase from the last reported closing price of $147.43. Institutional holdings show a slight increase in total shares owned, and the put/call ratio suggests a bullish outlook.
Badger Meter Q4 2025 Earnings: Revenue Miss, Management Discusses Outlook - News and Statistics
Badger Meter reported Q4 2025 financial results that missed Wall Street's revenue and profit estimates, with revenue of $220.7 million, a 4.9% miss despite 7.6% year-on-year growth. CEO Ken Bockhorst attributed this to the timing of large advanced metering infrastructure (AMI) project completions and fewer operating days, rather than a decline in underlying demand. Management discussed continued strong demand for cellular AMI solutions and the strategic integration of the SmartCover acquisition, while analysts probed project timing, deployment curves, and future growth potential.
The 5 Most Interesting Analyst Questions From Badger Meter's Q4 Earnings Call
Badger Meter experienced a negative market reaction to its Q4 earnings due to missed revenue and profit expectations, which management attributed to project timing and fewer operating days, not underlying demand issues. Analysts questioned the impact of project completions, the scale of the PRASA project, deployment curves for large AMI projects, competitive sales outlook, and SmartCover's growth potential. Key catalysts for future quarters include the PRASA rollout, growth in recurring software revenue, and margin maintenance.
Badger Meter (BMI) Is Down 12.5% After Strong 2025 Results And PRASA Win - What's Changed
Badger Meter (BMI) reported strong fourth-quarter and full-year 2025 results, with increased sales and net income, and secured the PRASA AMI smart water project in Puerto Rico, showcasing the growing importance of its BlueEdge platform and recurring software. Despite these positive developments, the company's stock is down 12.5%, raising questions about its rich valuation and more modest growth forecasts. The article suggests investors consider differing fair value estimates and form their own narratives due to the stock's premium pricing in the niche smart water infrastructure market.
Badger Meter Is Expanding Beyond the Meter Into a Smart Water Solutions Provider
Morningstar reports that Badger Meter, Inc. is transitioning from being solely a meter provider to a comprehensive smart water solutions company. Their offerings now encompass flow measurement, sewer monitoring, water quality monitoring, and software. This strategic expansion is highlighted in recent analyst notes from Brett Castelli.
Badger Meter (BMI) Is Down 12.5% After Strong 2025 Results And PRASA Win - What's Changed
Badger Meter (BMI) reported strong 2025 financial results with increased sales and net income, alongside securing the PRASA AMI smart water project in Puerto Rico. This win underscores the growing importance of its BlueEdge platform and recurring software services in its core business. Despite these positive developments, the stock experienced a 12.5% decline, prompting an examination of the company's investment narrative, which revolves around its premium-priced leadership in smart water infrastructure, strong financials, and future growth potential in software and utility contracts, balanced against its valuation and analyst views.
Earnings call transcript: Badger Meter misses Q4 2025 EPS forecast, stock dips
Badger Meter Inc. (BMI) reported Q4 2025 earnings with an EPS of $1.14, missing the $1.16 forecast, and revenue of $220.7 million, below the expected $231.98 million. Despite missing quarterly forecasts, the company achieved 8% sales growth in Q4 and 11% for the full year, reaching over $900 million in revenue, driven by strong demand for its cellular AMI solutions. The stock initially dipped but later rebounded, and the company maintains a high single-digit growth outlook over a five-year horizon, bolstered by significant projects like the Puerto Rico Aqueduct and Sewer Authority (PRASA) AMI deployment.
Badger Meter, Inc. (BMI): A Bull Case Theory
This article summarizes a bullish thesis on Badger Meter, Inc. (BMI), a leading provider of smart water infrastructure solutions, highlighting its robust revenue and earnings growth, strong profitability, and long-term demand drivers. Despite strong fundamentals and a 33-year dividend growth record, the current share price of $174 is considered to exceed a conservative entry level of $120. The company's stock has depreciated 33.13% since previous coverage due to market adjustments and high valuation, with hedge fund holdings also decreasing.
Analysts Offer Insights on Technology Companies: Badger Meter (BMI) and Viavi Solutions (VIAV)
Two analysts have offered bullish insights on technology companies Badger Meter (BMI) and Viavi Solutions (VIAV). J.P. Morgan analyst Michael Fairbanks maintained a Buy rating on Badger Meter with a $190.00 price target, while TipRanks – PerPlexity also upgraded the stock to Buy with a $192.00 price target, suggesting a moderate buy consensus. The article focuses on the optimism surrounding these stocks in the Technology sector.
Badger Meter (BMI) Price Target Reduced by $35 at Seaport Research
Seaport Research analyst Scott Graham reduced the price target for Badger Meter, Inc. (NYSE:BMI) to $220 from $255, while maintaining a Buy rating. This adjustment is due to slower sales growth in the first half of the year, though expectations for a second-half improvement have increased. Badger Meter's CEO highlighted record sales, profits, and cash generation for the full year 2025, driven by strong demand for cellular AMI and strategic project wins.
Badger Meter’s Puerto Rico Win Recasts Growth Path In Smart Water
Badger Meter (NYSE:BMI) has secured its largest-ever smart water infrastructure project in Puerto Rico, involving a massive Advanced Metering Infrastructure deployment. This significant win comes after a recent revenue shortfall for the company and is expected to materially impact its smart water management business over multiple years. For investors, this contract reinforces Badger Meter's strategy to focus on large-scale smart water deployments and provides a crucial global reference project, although it also highlights the potential for revenue volatility due to reliance on big municipal projects.
Badger Meter (BMI) Price Target Reduced by $35 at Seaport Research
Seaport Research has reduced its price target for Badger Meter (BMI) to $220 from $255, while maintaining a Buy rating. This adjustment is due to slower sales growth in the first half of the year, though optimism for a second-half improvement exists. Despite the revision, Badger Meter reported strong Q4 2025 results with record sales, profits, and cash generation for the full year, driven by healthy demand for its cellular AMI offering and successful integration of SmartCover.
Badger Meter (BMI) Price Target Reduced by $35 at Seaport Research
Seaport Research analyst Scott Graham has reduced the price target for Badger Meter, Inc. (NYSE:BMI) to $220 from $255, while maintaining a Buy rating. This adjustment is due to a slower sales growth pace in the first half of the year, despite an improved outlook for the second half. The company reported strong Q4 2025 earnings with record sales, profits, and cash generation, driven by healthy demand for cellular AMI offerings and progress in its BlueEdge platform integration.
Badger Meter (BMI) Is Down 13.5% After Q4 Miss And Smart Water Demand Update Has The Bull Case Changed?
Badger Meter's stock dropped 13.5% after reporting Q4 2025 results that missed revenue expectations, despite higher full-year sales and earnings. The company emphasizes long-term growth in smart water infrastructure, driven by cellular AMI solutions, the SmartCover acquisition, and the Puerto Rico PRASA project. Investors are now weighing the near-term growth volatility against the long-term potential and current valuation.
Is the options market predicting a spike in Badger Meter stock?
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Is the Options Market Predicting a Spike in Badger Meter Stock?
The options market suggests a potential spike in Badger Meter (BMI) stock, as indicated by the high implied volatility of the Feb 20, 2026 $340 Call. While this could signal an upcoming significant movement, analysts currently rate Badger Meter as a Zacks Rank #3 (Hold), with recent earnings estimate revisions largely negative. This scenario might attract options traders looking to sell premium due to expected decay, betting against extreme price movements.
Badger Meter lands largest contract ever, with work to be done in Racine
Badger Meter has secured its largest contract in company history to supply cellular-enabled water meters for a multiyear project in Puerto Rico. The project involves replacing over a million water connections, with production expected to begin later this year at their Racine facility. This significant win highlights Badger Meter's growth and impact in the smart water technology sector.
Badger Meter stock price target lowered to $191 at RBC on AMI timing
RBC Capital lowered its price target for Badger Meter (NYSE:BMI) to $191 from $229, while maintaining an Outperform rating. The adjustment follows the company's Q4 2025 performance, which saw modest operational beats but organic growth that fell short of estimates, and market concerns about the timing of Advanced Metering Infrastructure projects. Despite project timing issues, RBC believes the stock's recent decline presents an attractive entry point, as the company still expects positive growth in 2026.
