Jefferies Financial Group Cuts Badger Meter (NYSE:BMI) Price Target to $200.00

Badger Meter (NYSE:BMI) had its price objective cut by investment analysts at Jefferies Financial Group from $220.00 to $200.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the scientific and technical instruments company’s stock. Jefferies Financial Group’s target price would suggest a potential upside of 38.57% from the stock’s previous close.

BMI has been the topic of several other research reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $191.00 target price (down previously from $229.00) on shares of Badger Meter in a report on Thursday. Weiss Ratings reissued a “hold (c+)” rating on shares of Badger Meter in a research report on Wednesday, January 21st. Barclays set a $136.00 target price on Badger Meter and gave the company an “underweight” rating in a report on Thursday. Stifel Nicolaus set a $166.00 price target on Badger Meter and gave the stock a “buy” rating in a report on Thursday. Finally, Robert W. Baird set a $165.00 price objective on Badger Meter in a research report on Thursday. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Badger Meter has a consensus rating of “Hold” and a consensus price target of $188.89.

Badger Meter Price Performance

Shares of BMI stock traded down $1.99 during trading on Thursday, reaching $144.33. The company had a trading volume of 841,003 shares, compared to its average volume of 397,459. The firm’s 50 day simple moving average is $175.85 and its two-hundred day simple moving average is $182.87. Badger Meter has a one year low of $139.14 and a one year high of $256.08. The company has a market capitalization of $4.25 billion, a PE ratio of 30.71, a PEG ratio of 2.49 and a beta of 0.91.

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

Hedge Funds Weigh In On Badger Meter

A number of hedge funds and other institutional investors have recently made changes to their positions in BMI. Vanguard Group Inc. increased its stake in Badger Meter by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 3,979,893 shares of the scientific and technical instruments company’s stock valued at $694,133,000 after acquiring an additional 19,585 shares during the period. State Street Corp boosted its holdings in Badger Meter by 1.4% during the second quarter. State Street Corp now owns 1,462,807 shares of the scientific and technical instruments company’s stock valued at $358,315,000 after purchasing an additional 20,122 shares in the last quarter. Invesco Ltd. grew its stake in shares of Badger Meter by 20.9% in the 3rd quarter. Invesco Ltd. now owns 970,219 shares of the scientific and technical instruments company’s stock valued at $173,262,000 after purchasing an additional 168,053 shares during the period. Geode Capital Management LLC raised its holdings in shares of Badger Meter by 2.3% in the 2nd quarter. Geode Capital Management LLC now owns 876,519 shares of the scientific and technical instruments company’s stock worth $215,464,000 after buying an additional 19,340 shares in the last quarter. Finally, Pictet Asset Management Holding SA lifted its position in shares of Badger Meter by 39.2% during the 4th quarter. Pictet Asset Management Holding SA now owns 754,402 shares of the scientific and technical instruments company’s stock worth $131,592,000 after buying an additional 212,448 shares during the period. 89.01% of the stock is owned by institutional investors.

Key Stories Impacting Badger Meter

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

• Positive Sentiment: Record sales, stronger margins and operating earnings growth — Badger reported Q4 sales of roughly $220.7M (up ~7.6% YoY) and operating earnings up ~10% with operating margins improving to ~19.5%, signaling better profitability leverage. Badger Meter Reports Fourth Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Ongoing demand for smart‑water products and strategic growth initiatives — management highlighted continued adoption of smart‑water technology as a driver for future revenue and margin expansion. Badger Meter Inc (BMI) Q4 2025 Earnings Call Highlights: Record Sales and Strategic Growth …
• Positive Sentiment: Balance sheet and capital returns look constructive — commentary and analysis note low leverage/no debt, strong free‑cash‑flow conversion and continued dividends and buybacks supporting shareholder returns. Badger Meter (NYSE:BMI) Is Investing Its Capital With Increasing Efficiency
• Neutral Sentiment: Full earnings materials and call transcript available — investors can review the slide deck and call transcript for more color on guidance, mix and regional trends. Badger Meter, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Analyst modeling: modest EPS expectations remain — consensus still projects multi‑year earnings growth, but near‑term estimates will likely get re‑reset after the revenue miss and the company’s commentary. Badger Meter’s Q4 Earnings & Revenue Miss Estimates, Stock Down
• Negative Sentiment: Revenue missed consensus by a notable margin — Q4 revenue of $220.7M fell short of the ~$232.3M analyst estimate, signaling sales momentum softened and triggering investor selling. Badger Meter (NYSE:BMI) misses Q4 CY2025 revenue estimates, stock drops
• Negative Sentiment: Market reaction: accelerated selling and high volume — coverage notes the shares fell sharply after the misses and the slower top‑line growth, amplifying volatility despite favorable longer‑term commentary. Why Badger Meter Stock Is Sinking Again Today

About Badger Meter

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.