13FGuru
Sign in with Google Sign in with Discord

NYSE · Industrials

BADGER METER INC BMI

Badger Meter, Inc. manufactures and markets flow measurement, quality, control, and communication solutions worldwide. The company offers Utility water smart metering solutions and software technologies and services to municipal water utility market. It also provides flow instrumentation products, including meters, valves, and other sensing instruments to measure and control fluids, including water, air, steam, and other liquids and gases to original equipment manufacturers as the primary flow measurement device within a product or system, as well as through manufacturers’ representatives.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • The company offers Utility water smart metering solutions and software technologies and services to municipal water utility market.
  • It also provides flow instrumentation products, including meters, valves, and other sensing instruments to measure and control fluids.
  • In addition, the company offers ORION Cellular endpoints to power network as a service; ORION mobile read endpoints support for deploying AMR solution; radio products.
  • Its flow instrumentation products are used in water/wastewater, heating, ventilating and air conditioning, and corporate sustainability markets.

Current key questions

  • Can demand for the company's products and platforms keep growing within scientific & technical instruments?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 28.62 FCF 4.58% Buyback 0.11%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.1% $47.6M 2026-03-31
Fundsmith Terry Smith 0.2% $21.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $69.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +454,704 / 0
Fundsmith Terry Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$21.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +142,491 (New) Total shares 142,491 Value $21.7M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$45.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 17.9% 13F value change +$6.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.1% 13F value change -$4.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +312,213 (New) Total shares 312,213 Value $47.6M

Recent mentions

No public mentions.