Exploring Badger Meter, Inc. (BMI) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Badger Meter, Inc. (BMI), and what drives their investment decisions? As of December 31, 2024, institutional investors held a significant 95.5% ownership in the company, but who are these key stakeholders, and what changes have they made to their positions recently? With BlackRock, Inc. holding 5,423,170 shares and The Vanguard Group, Inc. with 3,841,879 shares as of December 31, 2024, understanding their moves, along with those of other major holders like State Street Corporation (1,585,429 shares), can provide valuable insights into the stock's potential trajectory, especially considering the backdrop of Badger Meter's impressive 2024 performance, including a revenue of $826.56 million and earnings of $124.94 million.

Badger Meter, Inc. (BMI) Who Invests in Badger Meter, Inc. (BMI) and Why?

Understanding the investor profile of Badger Meter, Inc. (BMI) provides valuable insights into the market's perception of the company. Investors are drawn to Badger Meter for a variety of reasons, reflecting the company's position and prospects.

Key Investor Types: Badger Meter's shareholder base includes a mix of retail investors, institutional investors, and hedge funds.

• Retail Investors: These individual investors often look for stable, long-term growth and may be attracted to Badger Meter's consistent performance and dividend payouts.
• Institutional Investors: These include mutual funds, pension funds, and insurance companies, which typically invest large sums and conduct thorough due diligence. Their presence often indicates confidence in the company's financial health and growth potential.
• Hedge Funds: These investors may take a more active approach, seeking short-term gains through various trading strategies. Their involvement can reflect a belief in specific catalysts or market inefficiencies related to Badger Meter.

Investment Motivations: Several factors attract investors to Badger Meter:

• Growth Prospects: Badger Meter operates in the water technology sector, which is experiencing growth due to increasing global demand for water and the need for efficient water management solutions. This positions the company to capitalize on long-term trends.
• Dividends: Badger Meter has a history of paying consistent dividends, which appeals to income-seeking investors. This can make the stock attractive in a low-interest-rate environment.
• Market Position: As a established player in flow measurement solutions, Badger Meter benefits from its brand recognition, customer relationships, and technological expertise.

Investment Strategies: Investors in Badger Meter employ various strategies, depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors and some retail investors adopt a long-term holding strategy, focusing on the company's steady growth and dividend income over several years.
• Short-Term Trading: Hedge funds and some active traders may engage in short-term trading, trying to profit from price fluctuations and market volatility.
• Value Investing: Some investors may view Badger Meter as undervalued based on its fundamentals, such as its earnings, cash flow, and book value. They may invest with the expectation that the market will eventually recognize the company's true worth.

Understanding the motivations and strategies of these different investor types can provide a more complete picture of the market dynamics surrounding Badger Meter. For additional insights into the company's guiding principles, refer to: Mission Statement, Vision, & Core Values of Badger Meter, Inc. (BMI).

Badger Meter, Inc. (BMI) Institutional Ownership and Major Shareholders of Badger Meter, Inc. (BMI)

Institutional ownership in Badger Meter, Inc. (BMI) provides insights into the stability and investor confidence in the company. Major institutional investors can significantly influence a company's stock price and strategic direction through their investment decisions and engagement with company management.

Here's a look at the top institutional investors in Badger Meter, Inc. (BMI), recent changes in their holdings, and the potential impact these investors have on the company.

Top Institutional Investors

As of Q4 2023, the top institutional holders of Badger Meter, Inc. (BMI) include:

• Vanguard Group: Holding 3,914,968 shares, representing about 13.48% of the company.
• BlackRock Fund Advisors: Holding 3,773,540 shares, accounting for approximately 12.99%.
• State Street Global Advisors: Holding 2,022,948 shares, which is around 6.97%.
• Wellington Management Group LLP: Holding 1,484,587 shares, accounting for approximately 5.11%.
• Geode Capital Management LLC: Holding 719,784 shares, representing about 2.48% of the company.

These major institutional investors hold a significant percentage of Badger Meter, Inc. (BMI)'s outstanding shares, reflecting their confidence in the company's performance and future prospects.

Changes in Ownership

Recent transactions and shifts in ownership among institutional investors can indicate changing sentiments and expectations regarding Badger Meter, Inc. (BMI). For instance:

• Vanguard Group increased its stake by 15,708 shares in Q4 2023.
• BlackRock Fund Advisors increased its stake by 80,414 shares in Q4 2023.
• State Street Global Advisors decreased their stake by -17,734 shares in Q4 2023.

These changes in holdings can reflect strategic decisions made by these institutions based on their analysis of Badger Meter, Inc. (BMI)'s financial health, market position, and growth opportunities.

Impact of Institutional Investors

Institutional investors play a crucial role in Badger Meter, Inc. (BMI)'s stock price and overall strategy:

• Stock Price Stability: Large institutional holdings can provide stability to the stock price, reducing volatility.
• Corporate Governance: These investors often engage with the company's management on issues such as executive compensation, board composition, and strategic direction.
• Investment Decisions: Their decisions to increase or decrease their stakes can influence market perception and attract or deter other investors.

The presence of reputable institutional investors can enhance Badger Meter, Inc. (BMI)'s credibility and attract a broader range of investors, contributing to its long-term success.

For more insights into Badger Meter, Inc. (BMI), you might find this resource helpful: Badger Meter, Inc. (BMI): History, Ownership, Mission, How It Works & Makes Money

Understanding the dynamics of institutional ownership in Badger Meter, Inc. (BMI) is essential for investors seeking to make informed decisions and assess the company's long-term potential.

Badger Meter, Inc. (BMI) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of [Company Name] is crucial for assessing market sentiment and potential influences on company strategy. [Company Name], trading on the New York Stock Exchange under the symbol BMI, has a diverse ownership base, with a significant portion held by institutional investors.

Institutional investors are defined as firms or individuals that manage assets exceeding $100 million. These include financial holdings companies, banks, insurance companies, mutual fund managers, portfolio managers, and self-managed pension and endowment funds. These institutions are required to file form 13-F with the Securities and Exchange Commission (SEC), providing insights into their holdings.

As of late 2024 and early 2025, several major institutional investors hold substantial positions in [Company Name]. Here’s a look at some of the top holders:

• BlackRock, Inc.: Held 5,423,170 shares, representing 18.44% ownership. BlackRock increased its position by 128,185 shares as of December 31, 2024.
• The Vanguard Group, Inc.: Held 3,841,879 shares, accounting for 13.06% ownership. Vanguard increased its holdings by 44,839 shares as of December 31, 2024.
• State Street Corporation: Held 1,585,429 shares, representing 5.39% of the company. State Street increased its position significantly by 120,165 shares as of December 31, 2024.
• Geode Capital Management, LLC: Held 796,528 shares, accounting for 2.71% ownership, with an increase of 17,873 shares as of December 31, 2024.
• MORGAN STANLEY: Held 750,121 shares, representing 2.55% ownership. However, they decreased their holdings by 459,426 shares as of December 31, 2024.
• GOLDMAN SACHS GROUP INC: Held 548,310 shares, accounting for 1.86% ownership. Goldman Sachs increased its position by 115,296 shares as of December 31, 2024.
• Dimensional Fund Advisors LP: Held 525,514 shares, representing 1.79% ownership, with a decrease of 38,777 shares as of December 31, 2024.
• Invesco Ltd.: Held 500,946 shares, accounting for 1.7% ownership, increasing their position by 7,719 shares as of December 31, 2024.
• Norges Bank: Held 445,723 shares, accounting for 1.52% ownership, with a significant increase of 445,723 shares as of December 31, 2024.
• JPMorgan Chase & Co.: Held 433,169 shares, representing 1.47% ownership, increasing their holdings by 17,060 shares as of December 31, 2024.

These institutional holdings collectively represent a substantial portion of [Company Name]'s outstanding shares. As of April 18, 2025, institutional ownership in [Company Name] stands at 91.61%, with a total value of holdings amounting to $5,433 million.

Recent trading activity by hedge funds reveals shifts in investor sentiment. For example, IMPAX ASSET MANAGEMENT GROUP PLC significantly reduced its stake, removing 457,469 shares (-100.0%) in Q4 2024, valued at approximately $97,038,324. Conversely, PICTET ASSET MANAGEMENT HOLDING SA increased its position by adding 231,398 shares (+5897.0%) in the same quarter, with an estimated value of $49,084,143. PRICE T ROWE ASSOCIATES INC /MD/ also increased its holdings, adding 166,191 shares (+184.6%) valued at $35,252,434.

Insider trading activity can offer insights into management's perspective on the company's valuation and prospects. Over the past six months, [Company Name] insiders have engaged in 14 open market trades, all of which were sales. Notably, Kenneth Bockhorst (Chairman, President & CEO) sold 18,824 shares for an estimated $3,950,549, and William R A Bergum (VP-Gen. Counsel and Secretary) sold 3,906 shares for approximately $820,976.

Analyst ratings and price targets provide an external view on [Company Name]'s potential. As of April 2025, the average target price for [Company Name] is $221.02. Recent targets include Nathan Jones from Stifel Nicolaus, who set a target price of $196.0 on April 16, 2025, and Kristina Ruggeri from Argus Research, who set a target of $230.0 on October 21, 2024.

Overall, the investor profile of [Company Name] indicates strong institutional interest, with significant holdings by major investment firms. Recent trading activity suggests a mix of sentiments, with some institutions increasing their stakes while others reduce theirs. Insider selling activity and analyst price targets offer additional perspectives on the company's valuation and future prospects.

For more insights into [Company Name]'s values, see: Mission Statement, Vision, & Core Values of Badger Meter, Inc. (BMI).

Badger Meter, Inc. (BMI) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the health and future prospects of Badger Meter, Inc. (BMI). Recent market behaviors and analyst perspectives provide valuable insights into how major shareholders influence the company.

Institutional ownership often reflects the confidence and long-term outlook of major financial institutions. As of Q4 2023, Badger Meter's stock was held by 259 institutional investors, with 169 increasing their positions and 62 decreasing them. This activity provides a mixed view of current sentiment. Some notable shareholders include:

• BlackRock Inc.: Holds 2,987,745 shares.
• Vanguard Group Inc.: Holds 2,854,212 shares.
• State Street Corp: Holds 1,342,928 shares.

These significant holdings can influence stock performance and company strategies. Changes in their positions are closely watched by other investors, as they can signal shifts in confidence or strategic direction.

Recent market reactions to ownership changes and overall market sentiment can be telling. For example, analysts closely monitor Form 4 filings, which report insider transactions, to gauge confidence among company executives and directors. Positive insider trading activity can boost investor confidence, while significant selling may raise concerns.

Here's a look at some of the recent analyst perspectives on Badger Meter, Inc. (BMI):

As of February 2024, analysts had mixed ratings on Badger Meter, Inc. (BMI). One analyst gave the company a 'hold' rating. The consensus among analysts is that the stock is a 'hold,' suggesting a neutral outlook on its near-term performance. Price target forecasts vary, reflecting different perspectives on the company's valuation and growth potential.

One research report initiates coverage with a neutral rating and a price target of $170.00. This suggests a balanced view, acknowledging both the strengths and potential challenges facing the company. These analyst opinions can sway investor sentiment and influence trading activity.

To further understand Badger Meter, Inc. (BMI), consider exploring its Mission Statement, Vision, & Core Values of Badger Meter, Inc. (BMI).

Here's a summary of key institutional ownership data:

Monitoring these trends helps stakeholders understand the broader market confidence in Badger Meter, Inc. (BMI) and its strategic direction.