Q3 EPS Estimates for Babcock Raised by Northland Securities

Babcock (NYSE:BW) – Equities researchers at Northland Securities lifted their Q3 2026 earnings estimates for Babcock in a research report issued to clients and investors on Tuesday, April 21st. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $0.08 per share for the quarter, up from their previous forecast of $0.06. Northland Securities currently has a “Outperform” rating and a $10.00 target price on the stock. The consensus estimate for Babcock’s current full-year earnings is $0.21 per share. Northland Securities also issued estimates for Babcock’s Q4 2026 earnings at $0.12 EPS.

Several other research analysts have also issued reports on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Babcock in a research note on Monday. Zacks Research raised shares of Babcock to a “hold” rating in a research note on Friday, January 23rd. Wall Street Zen raised shares of Babcock from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. Finally, Craig Hallum reissued a “buy” rating and set a $19.00 target price on shares of Babcock in a research note on Tuesday, March 17th. 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. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $11.00.

Babcock Stock Down 0.5%

BW opened at $15.96 on Wednesday. Babcock has a twelve month low of $0.31 and a twelve month high of $18.80. The company has a fifty day moving average of $13.56 and a 200-day moving average of $8.79. The stock has a market cap of $2.17 billion, a PE ratio of -29.55 and a beta of 1.09.

Babcock (NYSE:BW) last posted its quarterly earnings data on Wednesday, March 4th. The technology company reported ($0.05) earnings per share for the quarter, missing the consensus estimate of ($0.04) by ($0.01). The firm had revenue of $161.00 million for the quarter, compared to the consensus estimate of $179.10 million.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Legal & General Group Plc raised its holdings in shares of Babcock by 10.8% in the fourth quarter. Legal & General Group Plc now owns 5,380,991 shares of the technology company’s stock valued at $34,115,000 after purchasing an additional 523,776 shares during the last quarter. Gendell Jeffrey L raised its holdings in shares of Babcock by 6.2% in the fourth quarter. Gendell Jeffrey L now owns 5,046,068 shares of the technology company’s stock valued at $31,992,000 after purchasing an additional 293,245 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Babcock by 54.3% in the third quarter. Vanguard Group Inc. now owns 4,423,243 shares of the technology company’s stock valued at $12,827,000 after purchasing an additional 1,556,692 shares during the last quarter. Marshall Wace LLP raised its holdings in shares of Babcock by 42.4% in the fourth quarter. Marshall Wace LLP now owns 3,371,134 shares of the technology company’s stock valued at $21,373,000 after purchasing an additional 1,004,533 shares during the last quarter. Finally, UBS Group AG raised its holdings in shares of Babcock by 337.1% in the fourth quarter. UBS Group AG now owns 1,445,218 shares of the technology company’s stock valued at $9,163,000 after purchasing an additional 1,114,593 shares during the last quarter. 83.17% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Babcock news, CEO Kenneth M. Young acquired 7,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were purchased at an average cost of $15.14 per share, with a total value of $105,980.00. Following the completion of the purchase, the chief executive officer owned 1,656,512 shares of the company’s stock, valued at approximately $25,079,591.68. This represents a 0.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $9.00, for a total transaction of $10,398,438.00. Additional details regarding this sale are available in the official SEC disclosure. 3.90% of the stock is currently owned by company insiders.

Babcock News Summary

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities raised Q3 and Q4 2026 EPS estimates and keeps an “Outperform” rating with a $10 price target — a near‑term fundamental positive that supports upside to earnings expectations. Northland Securities estimate update
• Neutral Sentiment: A TipRanks item notes share buyback activity at Babcock International (GB:BAB) — this is a separate company (U.K. Babcock) and not Babcock & Wilcox Enterprises (NYSE: BW); it’s unlikely to directly affect BW’s fundamentals or legal situation. Babcock International buyback
• Negative Sentiment: Multiple plaintiff firms have filed or are soliciting participants in securities class actions alleging disclosure violations for purchases between Nov. 5, 2025 and Mar. 11, 2026; these notices signal legal risk, potential damages, and management distraction — and likely explain elevated trading volume and negative sentiment. Representative filings/alerts: Pomerantz class action filing Rosen Law Firm notice Berger Montague alert Bronstein, Gewirtz & Grossman notice Levi & Korsinsky investor alert

Babcock Company 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.