3,050,606 Shares in Peabody Energy Corporation $BTU Purchased by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services bought 3,050,606 shares of Peabody Energy (≈$90.6 million), giving the firm roughly 2.51% ownership at quarter end while institutional investors overall hold about 87.44% of the stock.
• Analyst sentiment is mixed with a MarketBeat consensus of "Hold" and a $38.63 target; several firms (Jefferies, UBS) raised targets while others (Weiss) downgraded, leaving three Buy, two Hold and one Sell ratings.
• Operationally, Peabody opened at $28.43 (52‑week range $11.58–$41.14) and recently missed EPS ($0.09 vs. $0.10), with revenue down 9% year‑over‑year; the company pays a quarterly dividend of $0.075 (annual $0.30, ~1.1% yield).

Massachusetts Financial Services Co. MA purchased a new position in Peabody Energy Corporation (NYSE:BTU - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,050,606 shares of the coal producer's stock, valued at approximately $90,603,000. Massachusetts Financial Services Co. MA owned approximately 2.51% of Peabody Energy at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Smartleaf Asset Management LLC boosted its stake in Peabody Energy by 104.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 2,006 shares of the coal producer's stock worth $25,000 after purchasing an additional 1,024 shares in the last quarter. CoreCap Advisors LLC boosted its stake in Peabody Energy by 763.4% in the 3rd quarter. CoreCap Advisors LLC now owns 1,131 shares of the coal producer's stock worth $30,000 after purchasing an additional 1,000 shares in the last quarter. Hantz Financial Services Inc. boosted its stake in Peabody Energy by 258.7% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,607 shares of the coal producer's stock worth $43,000 after purchasing an additional 1,159 shares in the last quarter. Caitlin John LLC bought a new position in Peabody Energy in the 3rd quarter worth about $61,000. Finally, Jones Financial Companies Lllp boosted its stake in Peabody Energy by 880.4% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,647 shares of the coal producer's stock worth $65,000 after purchasing an additional 2,377 shares in the last quarter. Institutional investors own 87.44% of the company's stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on BTU. Wall Street Zen upgraded shares of Peabody Energy from a "sell" rating to a "hold" rating in a research note on Friday, January 23rd. Jefferies Financial Group upped their price target on shares of Peabody Energy from $42.00 to $44.00 and gave the stock a "buy" rating in a research note on Tuesday, January 20th. Weiss Ratings cut shares of Peabody Energy from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, February 20th. UBS Group upped their price target on shares of Peabody Energy from $34.50 to $36.50 and gave the stock a "neutral" rating in a research note on Friday, March 27th. Finally, B. Riley Financial decreased their target price on Peabody Energy from $43.00 to $42.00 and set a "buy" rating for the company in a research report on Tuesday, March 31st. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Peabody Energy has a consensus rating of "Hold" and a consensus target price of $38.63.

Insider Transactions at Peabody Energy

In other Peabody Energy news, CAO Scott T. Jarboe sold 2,151 shares of the business's stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $34.26, for a total transaction of $73,693.26. Following the completion of the sale, the chief accounting officer directly owned 82,306 shares in the company, valued at $2,819,803.56. The trade was a 2.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Darren Ronald Yeates sold 13,892 shares of the business's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $36.40, for a total value of $505,668.80. Following the sale, the chief operating officer owned 113,440 shares of the company's stock, valued at approximately $4,129,216. This represents a 10.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.51% of the company's stock.

Peabody Energy Price Performance

Shares of NYSE:BTU opened at $28.43 on Tuesday. Peabody Energy Corporation has a fifty-two week low of $11.58 and a fifty-two week high of $41.14. The business has a 50-day simple moving average of $34.22 and a two-hundred day simple moving average of $31.88. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.40 and a current ratio of 1.85. The firm has a market cap of $3.46 billion, a price-to-earnings ratio of -63.18 and a beta of 0.63.

Peabody Energy (NYSE:BTU - Get Free Report) last issued its earnings results on Thursday, February 5th. The coal producer reported $0.09 earnings per share for the quarter, missing analysts' consensus estimates of $0.10 by ($0.01). Peabody Energy had a negative return on equity of 0.93% and a negative net margin of 1.37%.The business had revenue of $1.02 billion during the quarter, compared to analysts' expectations of $1.02 billion. During the same period last year, the firm posted $0.25 EPS. Peabody Energy's quarterly revenue was down 9.0% compared to the same quarter last year. On average, analysts expect that Peabody Energy Corporation will post 2.61 earnings per share for the current year.

Peabody Energy Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Monday, February 23rd were paid a dividend of $0.075 per share. This represents a $0.30 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Monday, February 23rd. Peabody Energy's payout ratio is currently -66.67%.

Peabody Energy Profile

Peabody Energy Corporation is one of the world's largest private-sector coal companies, engaged primarily in the production and sale of metallurgical and thermal coal. The company's operations span surface and underground mines, serving utilities, steel mills and other industrial customers that rely on coal as an essential component in power generation and steelmaking. Peabody's product portfolio includes high-energy thermal coal for electricity generation and low-volatile metallurgical coal used in steel production, reflecting its diverse end-market reach.

Founded in 1883, Peabody Energy has grown from a regional mining concern into a global energy supplier.

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