Insider Buying: Babcock (NYSE:BW) CEO Acquires 7,000 Shares of Stock

Babcock (NYSE:BW) CEO Kenneth Young bought 7,000 shares of the stock in a transaction on Wednesday, March 18th. The shares were acquired at an average price of $15.14 per share, with a total value of $105,980.00. Following the purchase, the chief executive officer owned 1,656,512 shares of the company’s stock, valued at $25,079,591.68. The trade was a 0.42% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Babcock Trading Down 4.5%

Babcock stock traded down $0.67 during midday trading on Wednesday, reaching $14.23. 4,280,226 shares of the stock traded hands, compared to its average volume of 4,096,248. Babcock has a fifty-two week low of $0.22 and a fifty-two week high of $15.29. The firm has a market cap of $1.58 billion, a price-to-earnings ratio of -26.43 and a beta of 1.54. The firm has a fifty day moving average price of $9.87 and a two-hundred day moving average price of $6.39.

Babcock (NYSE:BW) last issued its quarterly earnings results on Wednesday, March 4th. The technology company reported ($0.05) earnings per share 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 the consensus estimate of $179.10 million.

Institutional Investors Weigh In On Babcock

Large investors have recently modified their holdings of the business. Citizens Financial Group Inc. RI acquired a new position in Babcock during the 3rd quarter worth approximately $1,160,000. AMH Equity Ltd bought a new stake in Babcock during the 3rd quarter worth about $2,042,000. Thames Capital Management LLC acquired a new position in shares of Babcock during the 3rd quarter worth about $4,033,000. Bastion Asset Management Inc. bought a new position in shares of Babcock in the 3rd quarter valued at about $450,000. Finally, Palumbo Wealth Management LLC acquired a new stake in shares of Babcock in the third quarter valued at about $625,000. 83.17% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

BW has been the subject of several recent research reports. Northland Securities initiated coverage on Babcock in a report on Thursday, January 22nd. They set an “outperform” rating and a $10.00 price objective for the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Babcock in a research note on Wednesday, January 21st. Craig Hallum reiterated a “buy” rating and set a $19.00 price target on shares of Babcock in a report on Tuesday. Finally, Zacks Research raised shares of Babcock to a “hold” rating in a research report on Friday, January 23rd. Three equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Babcock presently has a consensus rating of “Hold” and a consensus target price of $11.00.

Key Headlines Impacting Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities raised its Q1–Q3 2026 EPS forecasts for BW (Q1 from ($0.01) to $0.01; Q2 to $0.04; Q3 to $0.06) and maintains an “Outperform” rating. Analyst revisions signal improving expectations for profitability.
• Positive Sentiment: Babcock announced a large $2.4B AI data‑center contract and now targets $80M–$100M of adjusted EBITDA for 2026 — a material revenue/EBITDA boost that supports the company’s growth thesis in power for AI workloads. Babcock targets $80M–$100M 2026 adjusted EBITDA
• Positive Sentiment: Company investor materials emphasize an energy‑transition and AI power strategy, highlighting management’s focus on higher‑margin, secular demand areas that could sustain improved margins. Energy transition and AI power strategy
• Positive Sentiment: Momentum/optimism from the market: coverage and price‑target upgrades helped push BW to multi‑year highs as investors acknowledged reduced net losses and operating improvements. 7‑year high, price target upgrade
• Neutral Sentiment: Full‑year 2025 results showed revenue of ~$587.7M and improved operating income (Q4 operating income rose vs. prior year), indicating operational progress even as the company transitions businesses. 2025 revenue and operating income report
• Neutral Sentiment: The Q4 2025 earnings call provides detail on contract timing, margins and backlog — useful for assessing whether recent wins convert to near‑term cash flow. Investors will watch backlog conversion closely. Q4 2025 earnings call transcript
• Neutral Sentiment: Several TipRanks items about share buybacks in the newswire refer to Babcock International (GB:BAB), a different company — not Babcock & Wilcox (BW). These items are not directly relevant to BW’s U.S. listing. TipRanks buyback (Babcock International) Additional buyback (Babcock International)
• Negative Sentiment: Offsetting positives, Q4 revenue and EPS missed consensus (Q4 revenue $161M; EPS missed by ~$0.01), which keeps short‑term expectations cautious and may explain selling despite strategic wins. Earnings call & results

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.