MUFG Securities EMEA plc Makes New Investment in KBR, Inc. $KBR

MUFG Securities EMEA plc purchased a new position in KBR, Inc. (NYSE:KBR) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 228,700 shares of the construction company’s stock, valued at approximately $9,194,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in KBR. Wellington Management Group LLP raised its holdings in shares of KBR by 1,611.4% in the third quarter. Wellington Management Group LLP now owns 1,974,327 shares of the construction company’s stock worth $93,366,000 after buying an additional 1,858,961 shares during the last quarter. Norges Bank purchased a new position in shares of KBR in the fourth quarter worth $71,785,000. Alyeska Investment Group L.P. purchased a new position in shares of KBR in the third quarter worth $54,038,000. M&T Bank Corp raised its holdings in shares of KBR by 2,188.1% in the fourth quarter. M&T Bank Corp now owns 691,634 shares of the construction company’s stock worth $27,804,000 after buying an additional 661,406 shares during the last quarter. Finally, Copeland Capital Management LLC raised its holdings in shares of KBR by 84.3% in the fourth quarter. Copeland Capital Management LLC now owns 1,311,730 shares of the construction company’s stock worth $52,732,000 after buying an additional 599,823 shares during the last quarter. Hedge funds and other institutional investors own 97.02% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on KBR. Zacks Research raised shares of KBR from a “strong sell” rating to a “hold” rating in a report on Friday, April 10th. Citigroup decreased their price target on shares of KBR from $53.00 to $50.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Wall Street Zen cut shares of KBR from a “buy” rating to a “hold” rating in a report on Sunday, March 1st. Wells Fargo & Company decreased their price target on shares of KBR from $45.00 to $40.00 and set an “equal weight” rating for the company in a report on Monday, April 13th. Finally, Weiss Ratings cut shares of KBR from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, March 27th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $53.25.

KBR Trading Up 0.1%

Shares of KBR stock opened at $34.99 on Monday. The company has a debt-to-equity ratio of 1.59, a current ratio of 1.16 and a quick ratio of 1.16. The firm has a fifty day moving average price of $35.37 and a 200 day moving average price of $39.51. KBR, Inc. has a 1 year low of $29.94 and a 1 year high of $54.38. The stock has a market cap of $4.44 billion, a PE ratio of 11.18, a price-to-earnings-growth ratio of 2.09 and a beta of 0.44.

KBR (NYSE:KBR) last issued its earnings results on Tuesday, May 5th. The construction company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.04. KBR had a net margin of 5.21% and a return on equity of 33.92%. The firm had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $1.88 billion. During the same quarter last year, the company posted $1.01 earnings per share. The firm’s revenue was down 4.7% compared to the same quarter last year. KBR has set its FY 2026 guidance at 3.870-4.220 EPS. Equities research analysts predict that KBR, Inc. will post 3.96 earnings per share for the current year.

KBR Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Monday, June 15th will be issued a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, June 15th. KBR’s dividend payout ratio (DPR) is 21.09%.

KBR News Roundup

Here are the key news stories impacting KBR this week:

• Positive Sentiment: KBR said NorSAF selected its proprietary PureSAF® technology for what is set to become the largest SAF and e-SAF production plant in Northern Europe. The deal gives KBR exposure to a major clean-fuels project and could support future licensing revenue if the project advances as planned. Article Title
• Positive Sentiment: Investors may see the NorSAF award as validation of KBR’s PureSAF platform, potentially strengthening the company’s position in the growing sustainable aviation fuel market and creating a more visible growth driver. Article Title
• Neutral Sentiment: Zacks Research lowered several earnings estimates for KBR, including Q2 2026 and FY2026, while maintaining a Hold rating. That suggests some near-term pressure on earnings expectations, but the changes were modest and did not change the overall stance on the stock.

Insider Activity

In other news, Director Carlos A. Sabater purchased 14,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $32.47 per share, for a total transaction of $470,815.00. Following the completion of the transaction, the director owned 35,705 shares in the company, valued at $1,159,341.35. This represents a 68.38% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Thaer Lewis Von purchased 3,000 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average price of $30.77 per share, for a total transaction of $92,310.00. Following the transaction, the director owned 10,358 shares of the company’s stock, valued at $318,715.66. This trade represents a 40.77% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 29,875 shares of company stock worth $945,160 in the last ninety days. Corporate insiders own 1.15% of the company’s stock.

KBR 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.