KBR (NYSE:KBR) Upgraded to Buy at Wall Street Zen

Wall Street Zen upgraded shares of KBR (NYSE:KBR) from a hold rating to a buy rating in a research note published on Saturday.

Other analysts have also issued research reports about the company. Citigroup reduced their target price on KBR from $50.00 to $49.00 and set a “buy” rating on the stock in a research note on Friday. UBS Group lowered their target price on shares of KBR from $42.00 to $36.00 and set a “neutral” rating for the company in a research note on Thursday, May 21st. Bank of America cut their price target on shares of KBR from $45.00 to $40.00 and set a “neutral” rating on the stock in a report on Monday, July 20th. Zacks Research upgraded shares of KBR from a “strong sell” rating to a “hold” rating in a report on Friday, April 10th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of KBR in a research report on Wednesday, June 24th. Three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $45.83.

KBR Trading Up 6.6%

KBR opened at $36.63 on Friday. The company has a debt-to-equity ratio of 1.52, a quick ratio of 1.16 and a current ratio of 1.15. The stock’s 50 day moving average price is $35.07 and its 200-day moving average price is $37.43. KBR has a one year low of $29.94 and a one year high of $52.23. The stock has a market cap of $4.64 billion, a price-to-earnings ratio of 11.03, a P/E/G ratio of 1.98 and a beta of 0.44.

KBR (NYSE:KBR) last issued its quarterly earnings results on Thursday, July 30th. The construction company reported $0.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.09. KBR had a return on equity of 32.55% and a net margin of 5.49%.The firm had revenue of $1.98 billion during the quarter, compared to analyst estimates of $1.87 billion. During the same period last year, the company earned $0.91 EPS. KBR’s quarterly revenue was up 1.6% compared to the same quarter last year. KBR has set its FY 2026 guidance at 3.870-4.220 EPS. On average, equities analysts forecast that KBR will post 4 EPS for the current year.

KBR Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Monday, June 15th were paid a $0.165 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.66 dividend on an annualized basis and a yield of 1.8%. KBR’s payout ratio is 19.88%.

Insider Buying and Selling at KBR

In related news, Director Carlos A. Sabater bought 14,500 shares of the stock in a transaction on Tuesday, May 19th. The stock was bought at an average price of $32.47 per share, for a total transaction of $470,815.00. Following the completion of the acquisition, the director directly owned 35,705 shares in the company, valued at approximately $1,159,341.35. This represents a 68.38% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Shad E. Evans bought 8,375 shares of the company’s stock in a transaction on Wednesday, May 13th. The shares were bought at an average cost of $30.60 per share, for a total transaction of $256,275.00. Following the transaction, the chief financial officer directly owned 43,725 shares in the company, valued at approximately $1,337,985. This represents a 23.69% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders purchased 29,875 shares of company stock worth $945,160. 1.15% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On KBR

A number of institutional investors have recently added to or reduced their stakes in KBR. Invesco Ltd. lifted its position in shares of KBR by 3.5% during the fourth quarter. Invesco Ltd. now owns 5,736,873 shares of the construction company’s stock valued at $230,622,000 after buying an additional 192,383 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of KBR by 10.0% in the 4th quarter. Dimensional Fund Advisors LP now owns 2,806,715 shares of the construction company’s stock worth $112,834,000 after buying an additional 255,948 shares during the last quarter. Morgan Stanley raised its stake in shares of KBR by 343.5% during the 4th quarter. Morgan Stanley now owns 2,748,597 shares of the construction company’s stock worth $110,494,000 after acquiring an additional 2,128,895 shares in the last quarter. Neuberger Berman Group LLC raised its stake in shares of KBR by 12.4% during the 4th quarter. Neuberger Berman Group LLC now owns 2,587,375 shares of the construction company’s stock worth $104,046,000 after acquiring an additional 284,907 shares in the last quarter. Finally, Snyder Capital Management L P lifted its position in KBR by 1.4% during the fourth quarter. Snyder Capital Management L P now owns 2,496,913 shares of the construction company’s stock valued at $100,376,000 after acquiring an additional 34,495 shares during the last quarter. Institutional investors own 97.02% of the company’s stock.

More KBR News

Here are the key news stories impacting KBR this week:

• Positive Sentiment: KBR reported adjusted earnings per share of $0.99 and revenue of $1.98 billion, exceeding analyst expectations of $0.90 and $1.89 billion, respectively. Adjusted EBITDA rose 7% to $258 million, while net income increased 32% year over year. KBR Reports Second Quarter Fiscal 2026 Results
• Positive Sentiment: Sustainable Technology Solutions posted a record backlog of approximately $5.5 billion and a 1.5x book-to-bill ratio, supported by awards for ammonia, sustainable aviation fuel and e-fuels projects. Companywide backlog and options totaled $23.0 billion.
• Positive Sentiment: Management reaffirmed fiscal 2026 revenue guidance of roughly $7.9 billion to $8.36 billion and adjusted EPS guidance of $3.87 to $4.22, signaling confidence despite a mixed operating environment.
• Positive Sentiment: The planned separation of Mission Technology Solutions remains on track for January 4, 2027. KBR also introduced the planned independent company’s name, Trinzic, along with its branding. KBR Unveils Trinzic
• Positive Sentiment: Citigroup maintained a “buy” rating while lowering its price target modestly from $50 to $49, still implying substantial potential upside. Two reported insider purchases over the past six months also provide a supportive signal.
• Neutral Sentiment: Analyst and institutional positioning remains mixed: several large investors added KBR shares, while others—including Franklin Resources, Morgan Stanley and Boston Partners—reduced holdings.
• Negative Sentiment: Investors noted margin pressure in parts of the business, with the quarter’s consolidated net margin at 5.21%. The lower end of the EPS outlook is also below the current consensus estimate of approximately $3.97.

KBR Company Profile

KBR, Inc is a global engineering, procurement, construction and services (EPC&S) company headquartered in Houston, Texas. The firm delivers integrated solutions and technologies across the full project lifecycle for customers in the energy, government, industrial and infrastructure sectors. Its offerings span feasibility studies, front-end engineering design, detailed design, procurement, fabrication, construction, commissioning and operations support.

The company is organized into business segments that include Energy Solutions, which focuses on oil and gas processing, liquefied natural gas (LNG) facilities and petrochemical plants; Government Solutions, providing logistics, sustainment, training and mission support for defense, intelligence and civilian agencies; and Sustainable Technology, delivering chemical process technologies, water treatment and lower-carbon fuels expertise.