Babcock (NYSE:BW) CFO Buys $18,966.60 in Stock

Babcock (NYSE:BW) CFO Cameron Frymyer purchased 1,285 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was bought at an average price of $14.76 per share, with a total value of $18,966.60. Following the completion of the acquisition, the chief financial officer owned 324,143 shares in the company, valued at $4,784,350.68. This represents a 0.40% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.

Babcock Stock Performance

BW stock opened at $15.11 on Friday. Babcock has a 1 year low of $0.22 and a 1 year high of $16.24. The stock has a 50-day simple moving average of $10.34 and a 200-day simple moving average of $6.60. The firm has a market cap of $2.04 billion, a P/E ratio of -27.98 and a beta of 1.54.

Babcock (NYSE:BW) last posted its earnings results on Wednesday, March 4th. The technology company reported ($0.05) EPS for the quarter, missing analysts’ consensus estimates of ($0.04) by ($0.01). The firm had revenue of $161.00 million for the quarter, compared to analyst estimates of $179.10 million.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Wall Street Zen upgraded Babcock from a “hold” rating to a “buy” rating in a research note on Saturday. Northland Securities began coverage on shares of Babcock in a research note on Thursday, January 22nd. They issued an “outperform” rating and a $10.00 price objective on the stock. Zacks Research upgraded shares of Babcock to a “hold” rating in a research report on Friday, January 23rd. Craig Hallum reaffirmed a “buy” rating and issued a $19.00 price target on shares of Babcock in a report on Tuesday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Babcock in a research report on Wednesday, January 21st. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Babcock presently has a consensus rating of “Hold” and an average target price of $11.00.

Trending Headlines about Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Company announced a sizable AI‑power related contract and a preferred dividend that sparked a sharp intraday rally, boosting investor expectations for near‑term revenue and long‑term backlog growth. Why Babcock & Wilcox (BW) Is Up 20.1% After Massive AI Power Deal And Preferred Dividend
• Positive Sentiment: Insider buying by senior executives (CFO and CEO purchases disclosed March 18–19) has reinforced a confidence signal to the market and supported momentum into a new multi‑week high. Insider Buying: Babcock (NYSE:BW) CFO Purchases 1,285 Shares of Stock Babcock Hits New 52-Week High After Insider Buying Activity
• Positive Sentiment: Northland Securities raised near‑term and FY2026–FY2027 EPS estimates sharply and kept an Outperform rating, giving sell‑side support for higher forward valuation expectations. Q1 EPS Estimates for Babcock Raised by Northland Securities
• Neutral Sentiment: Broader media coverage and analyst chatter around price‑target upgrades and multi‑year highs is amplifying volatility — supportive for liquidity but not new company guidance. Analysts Offer Insights on Industrial Goods Companies
• Neutral Sentiment: Reports referencing a large share buyback relate to Babcock International (GB:BAB), a different company; some headline overlap may have confused momentum and should be discounted by BW shareholders. Babcock Tightens Free Float with Ongoing £103m Share Buyback
• Negative Sentiment: Most recent quarter missed expectations (Q4: EPS -$0.05 vs. -$0.04 est.; revenue $161M vs. $179M est.), a tangible execution risk that tempers the rally and likely drives short‑term selling/position trimming. Babcock Stock & Earnings Summary

Hedge Funds Weigh In On Babcock

Several institutional investors and hedge funds have recently bought and sold shares of BW. Rockefeller Capital Management L.P. acquired a new position in shares of Babcock in the 4th quarter valued at about $25,000. XTX Topco Ltd boosted its holdings in shares of Babcock by 231.3% during the fourth quarter. XTX Topco Ltd now owns 260,360 shares of the technology company’s stock worth $1,651,000 after purchasing an additional 181,768 shares during the period. SummitTX Capital L.P. acquired a new stake in shares of Babcock during the fourth quarter worth approximately $84,000. Saba Capital Management L.P. purchased a new position in Babcock during the fourth quarter valued at approximately $4,318,000. Finally, Engineers Gate Manager LP purchased a new position in Babcock during the fourth quarter valued at approximately $165,000. Hedge funds and other institutional investors own 83.17% of the company’s stock.

About Babcock

Babcock & Wilcox Enterprises, Inc (NYSE: BW) is a specialized provider of energy and environmental technologies and services serving power generation and heavy industrial markets. The company designs, manufactures and maintains critical components and systems that support the safe and efficient operation of both fossil-fuel and renewable power facilities. Its core offerings include industrial and utility boilers, environmental control systems for emissions reduction, and aftermarket support services ranging from inspection and maintenance to spare parts management.

In addition to its boiler and emissions control portfolio, Babcock & Wilcox Enterprises delivers lifecycle solutions aimed at enhancing plant performance and compliance.