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MWA: Dividend Increase And Leadership Transition Will Drive Future Upside

Update shared on 10 Nov 2025

Fair value Decreased 3.49%
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AnalystConsensusTarget's Fair Value
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1Y
-4.7%
7D
-3.2%

Analysts have reduced their price target for Mueller Water Products by $1.00, reflecting a reassessment of future growth and profitability expectations.

What's in the News

  • Paul McAndrew will be appointed Chief Executive Officer of Mueller Water Products, effective February 9, 2026. He will succeed Martie Edmunds Zakas, who will retire and serve as Senior Advisor through the end of 2026 (company announcement).
  • The company provided consolidated earnings guidance for 2026, expecting net sales between $1,450 million and $1,470 million. This represents a 1.4% to 2.8% increase over the prior year, with normalized seasonality patterns (company guidance).
  • The Board of Directors declared a quarterly dividend increase of approximately 4.5% to $0.070 per share, payable in November 2025 (company statement).

Valuation Changes

  • The Fair Value Estimate has decreased slightly, falling from $28.67 to $27.67 per share.
  • The Discount Rate has risen from 8.21% to 8.59%.
  • The Revenue Growth Projection has fallen significantly, dropping from 4.08% to 1.81%.
  • The Net Profit Margin estimate has decreased, moving from 20.36% to 16.05%.
  • The Future P/E Ratio expectation has increased, climbing from 17.67x to 22.83x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.