UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Invests $1.96 Million in Babcock $BW

Key Points

• UBS Asset Management acquired 138,704 Babcock shares worth approximately $1.96 million, representing about 0.09% of the company. Institutional investors and hedge funds collectively own 83.17% of BW.
• Babcock reported quarterly EPS of $0.04, beating the $0.02 consensus estimate, while revenue reached $319.72 million versus expectations of $196.95 million. However, the company remains unprofitable, with a negative net margin and return on equity.
• Analyst sentiment is mixed: the stock has a consensus “Hold” rating and a $15.40 price target, while BW shares recently traded at $7.94 amid a highly leveraged balance sheet and a broad 52-week range of $2.44 to $22.03.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Babcock (NYSE:BW - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 138,704 shares of the technology company's stock, valued at approximately $1,956,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.09% of Babcock at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Legal & General Group Plc acquired a new position in Babcock in the third quarter worth approximately $14,086,000. Arrowstreet Capital Limited Partnership lifted its position in shares of Babcock by 777.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,974,324 shares of the technology company's stock valued at $43,693,000 after acquiring an additional 2,635,304 shares during the last quarter. Marshall Wace LLP boosted its stake in shares of Babcock by 497.7% during the 3rd quarter. Marshall Wace LLP now owns 2,366,601 shares of the technology company's stock worth $6,863,000 after acquiring an additional 1,970,656 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Babcock by 54.3% in the 3rd quarter. Vanguard Group Inc. now owns 4,423,243 shares of the technology company's stock worth $12,827,000 after acquiring an additional 1,556,692 shares during the last quarter. Finally, Situational Awareness LP acquired a new position in shares of Babcock in the 4th quarter worth $8,584,000. 83.17% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Babcock

In related news, Director Philip Moeller purchased 5,000 shares of Babcock stock in a transaction dated Thursday, August 13th. The stock was acquired at an average cost of $9.50 per share, with a total value of $47,500.00. Following the completion of the transaction, the director directly owned 240,809 shares of the company's stock, valued at $2,287,685.50. This trade represents a 2.12% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 2.80% of the stock is owned by corporate insiders.

Babcock Stock Performance

Shares of BW stock opened at $7.94 on Friday. Babcock has a 1-year low of $2.44 and a 1-year high of $22.03. The company has a current ratio of 1.45, a quick ratio of 1.33 and a debt-to-equity ratio of 4.21. The company has a market capitalization of $1.18 billion, a price-to-earnings ratio of -44.10 and a beta of 1.19. The stock's fifty day simple moving average is $9.15 and its 200-day simple moving average is $13.35.

Babcock (NYSE:BW - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The technology company reported $0.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.02 by $0.02. Babcock had a negative return on equity of 4.51% and a negative net margin of 2.17%.The firm had revenue of $319.72 million during the quarter, compared to the consensus estimate of $196.95 million. On average, sell-side analysts predict that Babcock will post 0.27 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently commented on BW shares. Weiss Ratings raised Babcock from a "sell (d-)" rating to a "sell (d+)" rating in a report on Tuesday, August 11th. Wall Street Zen cut Babcock from a "buy" rating to a "hold" rating in a research note on Sunday, August 23rd. Finally, Needham & Company LLC began coverage on Babcock in a report on Monday, August 31st. They set a "buy" rating and a $20.00 price objective on the stock. Four 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 stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $15.40.

More Babcock News

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: B&W received a limited notice to proceed on an approximately $130 million air-quality-control project for a coal-fired power plant. The award provides new backlog and revenue visibility, although the notice represents an initial project authorization rather than confirmation that the entire contract has been completed. Babcock & Wilcox Receives Award to Begin Work on Approximately $130 Million Air Quality Control Project
• Positive Sentiment: Investors are also responding to B&W’s expanding footprint in AI data-center power infrastructure. Demand for reliable generation and emissions-control systems tied to data-center growth could support additional orders and strengthen the company’s strategic positioning. Babcock & Wilcox Stock Surges Friday: What's Happening?
• Neutral Sentiment: Trading in BW call options was unusually active, with investors purchasing 9,884 contracts—about 94% above typical daily volume. This indicates increased bullish speculation, but options activity alone does not establish sustained fundamental demand.
• Negative Sentiment: A securities class-action lawsuit has been filed against B&W and certain officers concerning alleged federal securities-law violations during the November 5, 2025–March 11, 2026 period. The allegations have not been proven, but the case could create legal costs, reputational damage and continued uncertainty for shareholders. Class Action Filed Alleging Investor Harm
• Negative Sentiment: Despite the contract announcement, technical coverage characterized BW’s broader stock trend as weak, suggesting investors remain concerned about execution, profitability and the company’s highly leveraged balance sheet.

Babcock Profile

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.

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