Peabody (BTU) reported second-quarter 2026 revenue of $1.003 billion and net income attributable to common stockholders of $(90.6) million, or $(0.74) per diluted share. In the prior-year quarter, the company reported $(27.6) million, or $(0.23) per diluted share.
The company said seaborne thermal results benefited from higher pricing, while Centurion Mine commissioning contributed to higher costs in seaborne metallurgical operations. Peabody also announced financing actions, updated surety arrangements and a quarterly dividend.
- Adjusted EBITDA was $24.0 million for the quarter, compared with $93.3 million a year earlier.
- Cash was $526.3 million at June 30, 2026, and total liquidity was $959.1 million.
- Seaborne Thermal delivered $52.1 million of adjusted EBITDA, with realized prices up 12.4 percent from the first quarter.
- Seaborne Metallurgical reported adjusted EBITDA of $(17.0) million as Centurion commissioning affected costs.
- Peabody issued $250 million of 0.5 percent 2031 convertible notes and repurchased $241.2 million of 2028 convertible notes for $386.8 million in cash consideration.
- The company declared a quarterly dividend of $0.075 per share, payable Sept. 3, 2026, to stockholders of record on Aug. 12, 2026.
$BTU Insider Trading Activity
$BTU insiders have traded $BTU stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $BTU stock by insiders over the last 6 months:
- MARK SPURBECK (EVP and CFO) sold 30,000 shares for an estimated $1,067,400
- DARREN RONALD YEATES (EVP & COO) sold 13,892 shares for an estimated $505,668
- SCOTT T. JARBOE (CAO and Corporate Secretary) sold 2,925 shares for an estimated $81,958
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BTU Hedge Fund Activity
We have seen 171 institutional investors add shares of $BTU stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD removed 4,397,530 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $144,898,613
- MAVERICK CAPITAL LTD removed 4,067,173 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $134,013,350
- FIL LTD added 1,476,220 shares (+inf%) to their portfolio in Q1 2026, for an estimated $48,641,449
- BANK OF AMERICA CORP /DE/ removed 1,427,158 shares (-84.9%) from their portfolio in Q1 2026, for an estimated $47,024,856
- JANE STREET GROUP, LLC removed 1,421,584 shares (-61.3%) from their portfolio in Q1 2026, for an estimated $46,841,192
- PHOENIX FINANCIAL LTD. removed 1,253,673 shares (-97.7%) from their portfolio in Q1 2026, for an estimated $41,308,525
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,104,987 shares (-91.2%) from their portfolio in Q2 2026, for an estimated $25,547,299
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
