Badger Meter, Inc. (NYSE:BMI) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of Badger Meter, Inc. (NYSE:BMI) have earned an average recommendation of “Moderate Buy” from the ten analysts that are presently covering the firm, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, four have assigned a hold recommendation, four have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price objective among analysts that have updated their coverage on the stock in the last year is $218.25.

BMI has been the subject of a number of recent analyst reports. Royal Bank Of Canada set a $229.00 price objective on shares of Badger Meter and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. Stifel Nicolaus raised Badger Meter from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $208.00 to $215.00 in a research report on Wednesday, October 22nd. Jefferies Financial Group assumed coverage on Badger Meter in a research report on Friday, December 12th. They set a “buy” rating and a $220.00 target price for the company. JPMorgan Chase & Co. cut their price target on shares of Badger Meter from $240.00 to $235.00 and set an “overweight” rating on the stock in a report on Monday, December 8th. Finally, Robert W. Baird set a $205.00 price target on shares of Badger Meter and gave the company a “neutral” rating in a research report on Monday, October 20th.

Badger Meter Stock Performance

Shares of NYSE BMI opened at $146.29 on Friday. Badger Meter has a fifty-two week low of $139.14 and a fifty-two week high of $256.08. The firm’s 50-day simple moving average is $175.85 and its 200 day simple moving average is $182.87. The stock has a market cap of $4.31 billion, a price-to-earnings ratio of 31.12, a PEG ratio of 2.49 and a beta of 0.91.

Badger Meter (NYSE:BMI) last announced its quarterly earnings results on Wednesday, January 28th. The scientific and technical instruments company reported $1.14 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.15 by ($0.01). The company had revenue of $220.71 million for the quarter, compared to the consensus estimate of $232.30 million. Badger Meter had a return on equity of 21.12% and a net margin of 15.40%.The company’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.04 EPS. On average, sell-side analysts predict that Badger Meter will post 4.65 EPS for the current year.

Badger Meter Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 5th. Stockholders of record on Friday, November 21st were paid a dividend of $0.40 per share. The ex-dividend date was Friday, November 21st. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. Badger Meter’s dividend payout ratio (DPR) is presently 34.04%.

Key Badger Meter News

Here are the key news stories impacting Badger Meter this week:

• Positive Sentiment: Operating profit and margins improved: operating earnings rose ~10% year-over-year and operating margins widened to ~19.5%, supporting better bottom-line leverage. Q4 & Full-Year 2025 Results (Business Wire)
• Positive Sentiment: Balance sheet, cash flow and capital returns remain strengths: company highlights strong free-cash-flow conversion, no meaningful debt, ongoing buybacks and a dividend policy that supports shareholder returns. Institutional buyers have been accumulating after the sell-off. Institutional Buying & Valuation (MarketBeat)
• Positive Sentiment: Management reaffirmed long-term targets: guidance and commentary emphasize high-single-digit revenue growth, margin expansion and multi-year earnings/cash-flow growth that underpins the company’s longer-term outlook. Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: EPS was essentially in line: reported $1.14 EPS (up from $1.04 year-ago) — roughly matching the consensus used by some outlets, though small estimate differences existed across services. Q4 Snapshot (Yahoo Finance)
• Negative Sentiment: Top-line weakness and a revenue miss drove the sell-off: total sales grew ~8% to $220.7M but base sales growth slowed and revenue came in below some analysts’ expectations, which the market punished. Why BMI Is Sinking Today (Motley Fool)
• Negative Sentiment: Analyst estimate quirks added negative optics: some services flagged a slight EPS/revenue shortfall versus their consensus (e.g., Zacks noted a $0.01 EPS miss and flagged revenue/earnings lag). This amplified negative trading despite underlying margin gains. Q4 Lagged Some Estimates (Zacks)
• Negative Sentiment: Immediate market reaction: the combination of slower sales growth, the miss vs. some expectations and modest analyst disappointment produced a sharp, high‑volume decline as traders re-priced near-term growth prospects. Market Reaction (Yahoo Finance)

Hedge Funds Weigh In On Badger Meter

Several institutional investors and hedge funds have recently bought and sold shares of BMI. Brighton Jones LLC bought a new stake in shares of Badger Meter in the fourth quarter valued at $227,000. NewEdge Advisors LLC increased its holdings in Badger Meter by 328.0% in the 1st quarter. NewEdge Advisors LLC now owns 3,766 shares of the scientific and technical instruments company’s stock worth $717,000 after acquiring an additional 2,886 shares during the last quarter. Norden Group LLC lifted its holdings in Badger Meter by 2.9% during the second quarter. Norden Group LLC now owns 2,459 shares of the scientific and technical instruments company’s stock valued at $602,000 after purchasing an additional 70 shares during the last quarter. Ballentine Partners LLC lifted its holdings in Badger Meter by 27.6% during the second quarter. Ballentine Partners LLC now owns 1,906 shares of the scientific and technical instruments company’s stock valued at $467,000 after purchasing an additional 412 shares during the last quarter. Finally, Dakota Wealth Management bought a new position in Badger Meter during the second quarter worth about $974,000. 89.01% of the stock is owned by institutional investors.

Badger Meter Company Profile

Badger Meter, founded in 1905 and headquartered in Milwaukee, Wisconsin, is a global leader in flow measurement and control solutions. The company’s core business centers on the design, manufacture and sale of water meters, control valves and related accessories for municipal and industrial water utilities. Over its more than a century of operation, Badger Meter has built a reputation for precision engineering, durability and compliance with international regulatory standards.

The company’s product portfolio includes mechanical and ultrasonic water meters, electromagnetic flow meters for industrial applications, and a range of control valves that help utilities manage pressure and flow in distribution networks.