BW Babcock & Wilcox Enterprises, Inc. Insider Trading

CEO Young Kenneth M bought 7,000 shares at $15.14 on 2026-03-18; 90d history at BW shows 5 of 5 prior buys well-timed, but FY revenue down 18.1% and company unprofitable

CEO Young Kenneth M purchased 7,000 shares at $15.14, continuing a pattern of open-market acquisitions at this ticker: his 5 prior trades at BW show a 100% well-timed buy rate at the 90-day mark, with returns ranging from +35.8% to +342.6%. His cross-ticker track record reinforces this timing acumen (90d win rate 85.71%, avg 90d return +100.4%). However, the fundamental backdrop is deteriorating—annual revenue declined 18.1% and the company posted negative full-year net income, while the stock has already rallied +45.3% over 30 days and +194.6% over 90 days. The CEO's purchase occurs after substantial recent price appreciation, not in a depressed market, raising the question of whether prior timing success translates to this purchase or reflects a shift in valuation or strategic outlook that investors should scrutinize.

CFO Frymyer buys 1,285 shares of BW at $14.76; prior 2 buys at this ticker both achieved +90d gains

Cameron M. Frymyer, Chief Financial Officer, purchased 1,285 shares at $14.76 on 2026-03-18, bringing his holdings to 324,143 shares. This marks his third open-market buy at Babcock & Wilcox; his prior 2 purchases at this ticker on 2025-11-12 and 2025-08-19 both generated positive 90-day returns (+37.9% and +313.6% respectively), establishing a pattern of well-timed entry. Against the current price of $14.17, the stock trades 4.9% below its 52-week high but up 45.3% over 30 days and 194.6% over 90 days. However, fundamental context is relevant: the company posted annual revenue decline of -18.1%, full-year net income was negative, and the latest-quarter revenue of $149.0M generated just $35.1M net income. The timing of this buy amid recent sharp gains and deteriorating year-over-year fundamentals warrants examination of whether this reflects conviction in recovery or routine portfolio activity.

BRC Group Holdings (10% owner) exits full position: sold 1,155,382 shares at $9.00 for $10,398,438.00; now holds 0 shares.

BRC Group Holdings, a significant 10% shareholder, completely liquidated its entire 1,155,382-share position in Babcock & Wilcox Enterprises, receiving $10,398,438.00 at a transaction price of $9.00. This represents a complete exit at a price -12.6% below the 52-week high of $11.15, and the company's fundamentals have deteriorated materially—annual revenue declined -28.2% and the firm posted negative net income over its most recent full fiscal year despite a slight recovery in the latest quarterly period. The timing is particularly notable given the stock's 30-day and 90-day momentum (+18.6% and +46.2% respectively), though the insider's cross-ticker track record shows a 42.11% well-timed rate on sells with an average 90-day return of -10.8%, suggesting mixed execution quality historically. A complete liquidation by a 10% owner, combined with revenue contraction and reported full-year losses, warrants investor attention to the underlying business trajectory.

CEO Young buys 3,175 shares at $7.15 blended average amid 73.3% 30-day rally; stock now $6.50, down 7.1% from 52-week high of $7.00.

Kenneth M Young, the CEO, executed 2 separate purchases totaling 3,175 shares for $22,688.00 on 2025-11-12 at a blended average price of $7.15, expanding his holdings from 1,441,112 to 1,444,287 shares (+0.2% net change). The purchases occur within the context of significant recent momentum—the stock has appreciated 73.3% over the prior 30 days and 316.7% over 90 days—but the current price of $6.50 now sits below the transaction prices, representing a near-term unrealized loss. At this company, Young's prior 5 trades show mixed timing results: 2 of 3 measurable 90-day outcomes were positive (well-timed buys at 2024-03-20 and 2023-11-13), though 2 recent buys in September and August 2025 lack sufficient historical perspective. Alongside the strong recent price momentum, the company reports a latest-quarter revenue of $149,011,000.00 and net income of $35,092,000.00, but annual revenue contracted 28.2% year-over-year and the full fiscal year ended unprofitable, signaling operational headwinds despite the recent equity-market rally.

BW CFO bought 2,853 shares at $7.05; holdings now 156.7K shares; stock down 7.1% from 52-week high but up 73.3% in 30 days.

Frymyer Cameron M, Chief Financial Officer of Babcock & Wilcox Enterprises, Inc., purchased 2,853 shares at $7.05 on 2025-11-12, increasing his holdings by 1.9% to 156.7K shares. The timing coincides with strong recent momentum (30-day change: +73.3%, 90-day change: +316.7%), though the stock trades 7.1% below its 52-week high of $7.00. Fundamentally, the company reported quarterly net income of $35.1M but faced annual revenue decline of -28.2% and was unprofitable over its most recent full fiscal year, creating mixed signals. The CFO's single prior buy at this ticker on 2025-08-19 achieved a 30-day return of 127.1%, though the 90-day outcome remains unmeasurable; his cross-ticker track record shows 1 prior buy with an average 30-day return of 127.1%.

CEO Young buys 9,347 shares of BW at $2.14 on 2025-09-05; stock down -28.2% YoY revenue, -$58.5M net loss last year.

Kenneth M. Young, Chief Executive Officer, purchased 9,347 shares at $2.14 on 2025-09-05, bringing his holdings to 271,092 shares (+3.6% increase). The purchase occurs in a challenged environment: Babcock & Wilcox reported annual revenue declining -28.2% year-over-year with a full-year net loss of -$58,492,000.00, and the stock is currently -26.5% from its 52-week high. Within BW specifically, Young's prior buy on 2025-08-18 has not yet reached its 30-day outcome window, but his three earlier BW purchases show a 2-of-3 pattern of positive 90-day returns (two well-timed at the 90-day mark). The stock has risen +63.6% over both the 30-day and 90-day periods, though it remains well below peak valuations. This purchase follows a buy just 18 days prior and occurs against material headwinds in the company's top-line and profitability, warranting scrutiny of whether this reflects confidence in a turnaround or other motivations.

BW Director Moeller buys 10,000 shares at $1.86 amid cluster pattern; stock -28.2% annually with $-58.5M net loss.

Moeller Philip D, a director of Babcock & Wilcox Enterprises, purchased 10,000 shares at $1.86 on 2025-08-27, increasing his holdings to 197,559 shares, a 5.3% increase in position. The transaction occurred as part of a cluster buy pattern, with 2 other insiders also purchasing within the past 14 days. The company faces material headwinds: full-year net income was negative at $-58.5M, annual revenue declined 28.2% year-over-year, and the latest quarterly revenue stands at $144.1M against a $225.4M market cap. Notably, his prior buy at this ticker (2024-03-21) showed a +35.4% 90-day return, and his cross-ticker track record demonstrates a 100% win rate across 1 prior buy with an average 90-day return of +35.4%, though the 30-day outcomes have been mixed at -15.6%. The convergence of multiple insider purchases alongside operational distress—unprofitability and significant revenue contraction—and a depressed stock price ($1.86 vs. a 52-week high of $2.94, now at $2.23) warrants attention to whether insiders view current valuations as attractive or whether operational factors have changed investor perception.

CFO Cameron Frymyer bought 20,000 BW shares at $1.55; holdings rise to 153.8K shares amid -28.2% annual revenue decline and $-58.5M net loss.

CFO Cameron Frymyer purchased 20,000 shares at $1.55 on 2025-08-19, increasing his holdings by 14.9% to 153.8K shares. The purchase occurs in the context of significant deterioration in company fundamentals: annual revenue declined -28.2%, the company reported a full-year net loss of $-58.5M, and the latest quarterly revenue was $144.1M. The stock currently trades at $1.48, down 49.7% from its 52-week high, though it has risen 42.3% over the past 30 days and 114.5% over 90 days. The executive's willingness to add to a substantial existing position while the company operates at a significant loss, coupled with the recent upward price momentum from depressed levels, presents a pattern that warrants investor attention regarding the company's operational trajectory and insider confidence.

BW CEO Kenneth Young bought 20,000 shares at $1.51 amid 30-day +40.4% rally, growing stake 8.3% to 261.7K shares

Kenneth Young, CEO of Babcock & Wilcox Enterprises, purchased 20,000 shares at $1.51 on 2025-08-18, increasing his holdings from 241.7K to 261.7K shares—an 8.3% stake increase. This purchase occurs after a sharp 30-day rally of +40.4% and a 90-day surge of +98.5%, positioning the stock well below its 52-week high of $2.94. The timing follows a near-term recovery but the company remains unprofitable, with net income of $-58.5M against quarterly revenue of $144.1M, and full-year revenue declined -28.2% year-over-year. Young's same-ticker history shows 2 of 3 prior BW purchases were associated with subsequent 90-day gains (45.2% and 29.5%), though his most recent same-ticker buy in March 2024 saw a -9.6% 30-day decline before recovering. The market cap of $147.6M relative to negative earnings underscores the speculative nature of the position.