Badger Meter, Inc.

NYSE:BMI 株式レポート

時価総額:US$3.6b

Badger Meter 配当と自社株買い

配当金 基準チェック /46

Badger Meterは配当を支払う会社で、現在の利回りは1.29%ですが、利益によって十分にカバーされています。次の支払い日は 5th June, 2026で、権利落ち日は22nd May, 2026 。

主要情報

1.3%

配当利回り

1.5%

バイバック利回り

総株主利回り2.7%
将来の配当利回り1.5%
配当成長12.6%
次回配当支払日05 Jun 26
配当落ち日22 May 26
一株当たり配当金n/a
配当性向35%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 May 30

BMI: Rebased Fair Value And Guidance Execution Will Drive Future Upside

Badger Meter's updated fair value estimate has shifted from $178 to $147 as analysts factor in slightly lower assumed revenue growth and profit margins, a higher discount rate, and a reduced future P/E multiple following a series of recent price target cuts alongside one upward revision. Analyst Commentary Recent Street research on Badger Meter has been mixed, with several firms trimming price targets and one raising its target.
Seeking Alpha May 27

Badger Meter: Sales Growth Is Slowing

Summary Badger Meter remains a Dividend Aristocrat with a 33-year streak, strong safety metrics, and double-digit dividend growth. Despite technical leadership and a net cash position, BMI faces slowing sales and EPS growth, with recent quarterly revenue down 9%. Current valuation at ~27x 2026 EPS is below historical averages but still overvalued relative to fair value estimates of $88–$98 per share. I maintain a long-term 'hold' rating on BMI due to softening secular drivers, cyclical headwinds, and a tempered growth outlook. Read the full article on Seeking Alpha
ナラティブの更新 May 15

BMI: Premium P/E And Reset Expectations Will Shape Balanced Forward Return Profile

Narrative Update on Badger Meter The updated analyst price target for Badger Meter has been reduced by approximately $25 to $30 per share, as analysts respond to what they view as optimistic company guidance and adjust their models accordingly. Analyst Commentary Recent research highlights a clear shift toward more cautious views on Badger Meter, with several bearish analysts adjusting their ratings and valuation frameworks.
ナラティブの更新 Apr 29

BMI: Premium P/E And Optimistic Guidance Will Shape Balanced Future Return Profile

Analysts have reduced the Badger Meter fair value estimate from about $137.24 to about $111.24. This change reflects lower assumptions for revenue growth, profit margin, and future P/E after a series of price target cuts and rating downgrades, which some attribute to what they view as optimistic guidance.
ナラティブの更新 Apr 15

BMI: Premium P/E Will Constrain Future Returns Despite Modest Forecast Adjustments

Badger Meter's analyst price target has shifted modestly higher by about $1 to roughly $137, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following a mix of recent target raises and cuts across the Street. Analyst Commentary Recent Street research on Badger Meter shows a split view, with some firms lifting targets or ratings and others cutting targets by wide dollar amounts.
ナラティブの更新 Apr 01

BMI: Premium P/E And Utility Funding Constraints Will Pressure Future Returns

Badger Meter's updated analyst price target has been reset to $136, reflecting mixed recent research in which several firms trimmed their targets, while others highlighted steady revenue growth, margin expectations, and valuation assumptions that now point to a slightly lower future P/E multiple. Analyst Commentary The latest research around Badger Meter reflects a split view, with one recent upgrade contrasted against a cluster of price target cuts and at least one downgrade.
ナラティブの更新 Mar 18

BMI: Premium P/E And Expanded Buyback Authorization Will Drive Future Upside

Analysts have trimmed the Badger Meter fair value estimate slightly to $178.0 from $178.7, reflecting lower Street price targets and expectations for more moderate revenue growth, partly offset by a small lift to projected profit margins and a reduced assumed future P/E multiple. Analyst Commentary Recent Street research has tilted more cautious on Badger Meter, with several firms trimming price targets and at least one initiating with an Underweight rating.
ナラティブの更新 Mar 04

BMI: Recent Pullback Will Set Up A Stronger Long Term Entry

The analyst fair value estimate for Badger Meter has shifted from $264.00 to $220.00 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple following a wave of recent price target cuts and cautious commentary on growth and valuation. Analyst Commentary Recent Street research on Badger Meter has leaned cautious, with several firms trimming price targets and at least one initiating coverage with an Underweight rating.
ナラティブの更新 Feb 17

BMI: Premium P/E And Slower Utility Spending Will Pressure Future Returns

We are lowering our Badger Meter fair value estimate to $136 from $172 as analysts reset price targets across the Street, reflecting a shift toward more conservative valuation multiples, even as they continue to model higher revenue growth and slightly stronger profit margins ahead. Analyst Commentary Recent Street research has tilted more cautious on Badger Meter, with multiple bearish analysts cutting price targets in quick succession and one firm moving to a more negative rating.
ナラティブの更新 Feb 03

BMI: Premium P/E And Share Repurchases Will Drive Future Upside

Analysts have trimmed their price targets on Badger Meter, and our updated fair value estimate moves from US$211.60 to US$178.70. They are factoring in slower expected revenue growth, a lower future P/E assumption, and a more cautious stance on the company's premium valuation and market setup.
ナラティブの更新 Jan 20

BMI: Premium P/E And Cash Returns Will Support Future Upside

Narrative Update We are trimming our Badger Meter fair value estimate to $211.60 from $219 as analysts cite a rich P/E multiple, a fresh Underweight initiation with a US$157 target, and a reduced US$229 target that reflects solid recent execution but a less favorable risk/reward setup. Analyst Commentary Recent research paints a mixed picture for Badger Meter, with some analysts highlighting strong execution and others focusing on valuation and growth constraints.
分析記事 Jan 07

Risks To Shareholder Returns Are Elevated At These Prices For Badger Meter, Inc. (NYSE:BMI)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
ナラティブの更新 Jan 05

BMI: Free Cash Flow Strength And Buybacks Will Support Future Upside

Analysts have slightly adjusted their view on Badger Meter, trimming the blended fair value estimate by about $0.50 to roughly $219 per share. The change reflects updated price targets and recent research highlighting solid Q3 execution, strong free cash flow conversion, and a higher gross margin target range of 39% to 42%.
ナラティブの更新 Dec 18

BMI: Free Cash Flow Strength And Margin Outlook Will Shape Share Performance

Analysts have modestly reduced their fair value estimate for Badger Meter from $195.32 to $172.00 per share. This reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, even as they highlight resilient organic growth, strong free cash flow conversion, and an improved gross margin outlook in recent research updates.
ナラティブの更新 Dec 04

BMI: Free Cash Flow And Buybacks Are Expected To Drive Stronger Returns

Our Badger Meter price target is unchanged at $219.50 per share, as analysts balance slightly higher risk assumptions with continued confidence in the company’s solid Q3 execution, raised gross margin framework, sustained organic growth, and supportive rating and target revisions across the Street. Analyst Commentary Street research remains broadly constructive on Badger Meter, with recent notes highlighting both incremental upside drivers and valuation-driven caution following the post-earnings move.
ナラティブの更新 Nov 20

BMI: Free Cash Flow Strength Is Expected To Drive Future Shareholder Returns

Analysts have slightly adjusted Badger Meter's price target down to $229 from $264, citing solid quarterly results, ongoing organic growth, and positive cash flow. However, there are some concerns over elevated short-interest and market positioning.
ナラティブの更新 Nov 01

BMI: Consistent Margin Expansion And Cash Flow Will Drive Long-Term Gains

Analysts have lowered their average price target for Badger Meter from $232.57 to $219.50. They cite recent earnings, modest topline performance, margin improvements, and ongoing market dynamics as key factors behind the adjustment.
ナラティブの更新 Oct 18

Water Infrastructure Modernization Will Secure Long-Term Market Strength

Analysts have slightly reduced their fair value estimate for Badger Meter to approximately $232.57, down from $237.43. They cite higher discount rate assumptions and near-term expectations for flat earnings, despite ongoing optimism for long-term growth and industry tailwinds.
分析記事 Sep 23

Calculating The Intrinsic Value Of Badger Meter, Inc. (NYSE:BMI)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Badger Meter fair value estimate is US$149 Current share price...
ナラティブの更新 Aug 27

Water Infrastructure Modernization Will Secure Long-Term Market Strength

Badger Meter’s analyst price target was revised downward to $218.86 due to expectation of flat near-term earnings from rising operating expenses offsetting revenue gains, despite long-term sales optimism, reflecting a reduced fair value. Analyst Commentary Bullish analysts anticipate a reacceleration of Badger Meter's sales beginning in FY26.
分析記事 Aug 16

Badger Meter's (NYSE:BMI) Dividend Will Be Increased To $0.40

Badger Meter, Inc. ( NYSE:BMI ) has announced that it will be increasing its periodic dividend on the 5th of September...
分析記事 Aug 03

More Unpleasant Surprises Could Be In Store For Badger Meter, Inc.'s (NYSE:BMI) Shares After Tumbling 25%

The Badger Meter, Inc. ( NYSE:BMI ) share price has fared very poorly over the last month, falling by a substantial...
分析記事 Jul 19

Should You Be Adding Badger Meter (NYSE:BMI) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 May 04

Subdued Growth No Barrier To Badger Meter, Inc. (NYSE:BMI) With Shares Advancing 33%

Badger Meter, Inc. ( NYSE:BMI ) shareholders would be excited to see that the share price has had a great month...
分析記事 Apr 21

Badger Meter, Inc. Just Recorded A 26% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a pretty great week for Badger Meter, Inc. ( NYSE:BMI ) shareholders, with its shares surging 10% to US$202...
分析記事 Apr 19

We Discuss Why The CEO Of Badger Meter, Inc. (NYSE:BMI) Is Due For A Pay Rise

Key Insights Badger Meter to hold its Annual General Meeting on 25th of April Salary of US$830.0k is part of CEO Ken...
分析記事 Apr 06

Calculating The Intrinsic Value Of Badger Meter, Inc. (NYSE:BMI)

Key Insights The projected fair value for Badger Meter is US$173 based on 2 Stage Free Cash Flow to Equity Badger...
分析記事 Mar 23

Returns on Capital Paint A Bright Future For Badger Meter (NYSE:BMI)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Seeking Alpha Mar 20

Badger Meter: An Impressive, Yet Expensive Performer

Summary Badger Meter continues to justify its premium valuation with strong performance, strategic acquisitions, and consistent growth, justifying high earnings multiples. The company reported impressive 2024 results, with 18% sales growth, 35% earnings increase, and significant SaaS revenue contributions. A recent $185 million acquisition of SmartCover Systems is expected to be strategic, though initially dilutive, enhancing long-term growth prospects. Despite stellar performance and strong capital position, current valuations remain high, making it challenging to recommend buying at these levels. Read the full article on Seeking Alpha
分析記事 Mar 05

Is Now An Opportune Moment To Examine Badger Meter, Inc. (NYSE:BMI)?

While Badger Meter, Inc. ( NYSE:BMI ) might not have the largest market cap around , it saw significant share price...
分析記事 Feb 18

Here's What Analysts Are Forecasting For Badger Meter, Inc. (NYSE:BMI) After Its Yearly Results

The annual results for Badger Meter, Inc. ( NYSE:BMI ) were released last week, making it a good time to revisit its...
Seeking Alpha Jan 08

Badger Meter: Risk/Reward Skew More Balanced, Can't Overlook Embedded Expectations

Summary Badger Meter has rallied significantly, but current high market multiples suggest a balanced risk/reward calculus, with potential consolidation towards $180–200 and upside to the $230s. BMI's industry advantages and exceptional economics, including high ROIC and operating margins, justify a premium valuation, but embedded expectations are exquisitely high. Despite high valuations, the Company remains a high-quality business with strong fundamentals. The valuation range is $213–234 based on discounted excess NOPAT and EV/IC estimates, with downside risk to $171 if market optimism contracts. Read the full article on Seeking Alpha
分析記事 Dec 20

Here's Why We Think Badger Meter (NYSE:BMI) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Nov 29

Badger Meter, Inc.'s (NYSE:BMI) Business Is Trailing The Market But Its Shares Aren't

Badger Meter, Inc.'s ( NYSE:BMI ) price-to-earnings (or "P/E") ratio of 53.5x might make it look like a strong sell...
分析記事 Nov 08

Why We Like The Returns At Badger Meter (NYSE:BMI)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Oct 24

Badger Meter: Slowing Growth And A High Price Tag

Summary Badger Meter has a track record of strong revenue growth, improved profit margins, and an attractive ROIC, making it a high-quality business for dividend growth-focused investors. Despite an impressive 32-year streak of dividend growth, recent earnings indicate a slowdown in revenue growth, affecting the stock's valuation. The company's Q3 earnings report showed a mixed performance, with a record operating margin but slowing revenue growth, leading to a stock price dip. Currently, Badger Meter is rated as a HOLD due to its high valuation relative to historical free cash flow and uncertainty about future growth rates. Read the full article on Seeking Alpha
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新しいナラティブ Aug 28

Innovating In Smart Water Solutions Elevates Revenue And Market Prospects Amid Challenges

The company's successful revenue growth and high operating margins hint at robust market demand and operational efficiency, signaling potential for further earnings increases.
分析記事 Aug 25

Here's Why We Think Badger Meter (NYSE:BMI) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Aug 21

Badger Meter: Compounding Intrinsic Worth At Attractive Rates

Summary Badger Meter stock is up 32% following my last buy recommendation, with potential for further multiple expansion. The company is compounding capital at high rates, creating economic value for shareholders, and is worth more than its current market value in my view. Valuation scenarios suggest a potential for a further 17% expansion in EV/IC multiples. Read the full article on Seeking Alpha
分析記事 Aug 03

Badger Meter, Inc.'s (NYSE:BMI) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 50.9x Badger Meter, Inc. ( NYSE:BMI ) may be sending very bearish signals...
分析記事 Jul 12

The Trend Of High Returns At Badger Meter (NYSE:BMI) Has Us Very Interested

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

決済の安定と成長

配当データの取得

安定した配当: BMIの1株当たり配当金は過去10年間安定しています。

増加する配当: BMIの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Badger Meter 配当利回り対市場
BMI 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (BMI)1.3%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Electronic)0.7%
アナリスト予想 (BMI) (最長3年)1.5%

注目すべき配当: BMIの配当金 ( 1.29% ) はUS市場の配当金支払者の下位 25% ( 1.41% ) と比べると目立ったものではありません。

高配当: BMIの配当金 ( 1.29% ) はUS市場の配当金支払者の上位 25% ( 4.2% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: BMIの 配当性向 ( 34.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: BMIの 現金配当性向 ( 27.6% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/31 05:23
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Badger Meter, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
John EadeArgus Research Company
Quinn FredricksonBaird
Robert MasonBaird