Caption Management 13F: Cuts Peabody Energy (BTU) Stake by $5.6M
Caption Management slashed its investment in coal producer Peabody Energy Corporation by more than half during the period.
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Caption Management sold 206,000 shares from its stake in Peabody Energy Corporation ($BTU), a 56.44% decrease, according to a 13F filing with the SEC dated May 15, 2026. It reported 159,000 shares worth $4.36 million at the end of the quarter.
Since the filing, $BTU is up 3.6% after 1 week, up 9.9% after 1 month and up 1.1% to date (from the $23.62 close on May 15, 2026).
Find the original: Caption Management 13F filings on SEC EDGAR
BTU
Peabody Energy Corporation
Key Points
- Caption Management cut its stake in Peabody Energy Corporation by 56.4%, shedding 206,000 shares during the reporting period.
- The fund finished the period with 159,000 shares of Peabody Energy, valued at roughly $4.36 million based on the filing.
- Peabody Energy shares trade around $27.40, with analysts carrying a consensus buy rating and a mean target price of $30.75.
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Caption Management Reduces Peabody Energy Stake
Caption Management cut its holdings in Peabody Energy Corporation (NYSE: BTU) by 56.4% during the period, according to its latest Form 13F filing with the SEC. The fund sold 206,000 shares, leaving it with 159,000 shares at the close of the reporting period. The remaining stake carried a reported value of about $4.36 million. Form 13F filings are backward-looking and reflect holdings as of the reporting date, meaning they may not represent the investor's current position today.
Peabody Energy Stock Valuation and Performance
Peabody Energy shares trade near $27.40, sitting between its 52-week low of $20.06 and its 52-week high of $41.14. The coal producer has a forward P/E ratio of 8.82 and a beta of 0.33, indicating lower volatility than the broader market. Its 50-day moving average sits at $25.47, while its 200-day moving average stands at $29.01.
Analysts Set New Price Targets
Wall Street analysts keep a generally favorable view on Peabody Energy, backed by a consensus buy recommendation across six analyst opinions. On August 4, 2026, UBS maintained its neutral rating while lowering its price target to $26.50 from $27.00. Earlier, on July 30, 2026, Benchmark maintained a buy rating while trimming its target to $36.00 from $40.00. On the same day, B. Riley Securities maintained a neutral rating and lowered its target to $29.00 from $30.00. Analysts hold a mean price target of $30.75 for the stock.
Inside Peabody Energy Corporation
Peabody Energy produces metallurgical and thermal coal, operating through several segments including Seaborne Thermal, Seaborne Metallurgical, and the Powder River Basin. The company carries a market capitalization of roughly $3.06 billion and employs about 5,400 workers from its headquarters in Saint Louis, Missouri.
What to Watch Next for Peabody Energy
Investors tracking Peabody Energy will look ahead to its next earnings report, scheduled for October 29, 2026. Future SEC filings will also show whether Caption Management continues to pare its position or alters its strategy in the energy sector.
Related Filing Alerts
Source: Caption Management's 13F filing on $BTU (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Caption Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts