PEABODY ENERGY CORP (BTU)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-05-07

Key Insights

  • All 10 directors were successfully re-elected with strong shareholder support (ranging from 85.8% to 87.1% approval), indicating stable board composition and investor confidence in current leadership.
  • The 2026 Incentive Plan was approved by shareholders with 86.3 million votes in favor, enabling the company to continue executive compensation through equity awards for employee retention and motivation.
  • Chairman Bob Malone submitted an age-75 resignation letter per corporate governance guidelines but the Board rejected it and authorized him to continue serving an additional year, with plans to create a Vice Chair role after 2027—signaling potential leadership transition planning.
  • Executive compensation received strong advisory approval (85.9 million votes for, 1.5 million against), demonstrating shareholder satisfaction with the company's compensation structure and executive pay practices.
  • Ernst & Young LLP was ratified as independent auditor with overwhelming support (102.3 million votes), reflecting strong stakeholder confidence in financial reporting oversight and audit quality.
Quarterly Report Filed: 2026-05-06

Key Insights

  • The filing shows segment-level reporting across thermal coal (domestic and seaborne) and metallurgical coal operations, indicating diversified coal portfolio exposure across multiple mining regions including Powder River Basin and other U.S. thermal operations.
  • The Q1 2026 filing (filed May 6, 2026) contains detailed geographic and product-level segmentation data, suggesting management is maintaining transparency on operational performance across domestic and foreign markets during an evolving energy transition period.
  • Multiple stock classes are tracked including preferred stock, common stock, and treasury stock, with detailed equity activity metrics indicating active capital management and potential shareholder return activities during the quarter.
Current Report Filed: 2026-05-05

Key Insights

  • Peabody Energy announced Q1 2026 financial results with accompanying guidance for Q2 and full-year 2026, indicating management confidence in operational performance and forward visibility.
  • The Board declared a quarterly dividend of $0.075 per share payable in June 2026, suggesting the company maintains sufficient cash generation to return capital to shareholders despite coal industry headwinds.
  • This routine earnings announcement and dividend declaration represent standard corporate communications with no indication of material business disruptions, asset impairments, or strategic pivots.
Current Report Filed: 2026-03-30

Key Insights

  • Peabody Energy experienced greater-than-anticipated mine commissioning challenges at the Centurion Mine, resulting in lower-than-expected sales volume of approximately 250,000 tons in Q1 2026.
  • Despite the Centurion Mine's production issues, Peabody's full-year 2026 metallurgical coal volume targets remain unchanged at 10.3-11.3 million tons, indicating the company's overall operational resilience.
  • Peabody will report its full Q1 2026 results on May 5, 2026, providing investors with more detailed financial information and updates on the company's performance.
Insider Trading Filed: 2026-03-12

Key Insights

  • Insider Malcolm James Roberts, EVP & Chief Commercial Officer, acquired 37 additional shares of Peabody Energy Corporation (BTU) at $32.56 per share on March 10, 2026.
  • This direct insider purchase suggests Roberts has a positive outlook on the company's future performance.
  • Investors should monitor further insider buying or selling activity as it can provide valuable insights into management's views on the company's prospects.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Scott T. Jarboe, acquired 64 shares of Peabody Energy Corp (BTU) common stock at $32.56 per share, increasing his direct beneficial ownership to 88,220 shares.
  • This transaction appears to be a routine award of dividend equivalent shares on prior restricted stock unit awards, rather than an open market purchase or sale.
  • Insider ownership and transactions can provide insights into management's confidence in the company's prospects, but this particular transaction does not seem to signal any significant change in the insider's view of the company.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Mark Spurbeck, acquired 77 shares of Peabody Energy common stock on March 10, 2026, likely through dividend equivalents on prior restricted stock unit awards.
  • Spurbeck, the Executive Vice President and Chief Financial Officer, continues to hold a significant direct ownership stake of 68,471 shares in the company.
  • The transaction appears routine and does not indicate any significant changes in Spurbeck's ownership or the company's financial condition.
Insider Trading Filed: 2026-03-12

Key Insights

  • Darren Ronald Yeates, the EVP & COO of Peabody Energy Corporation, acquired 104 shares of common stock at $32.56 per share on March 10, 2026.
  • This insider purchase suggests Yeates has a positive outlook on the company's future performance and could signal confidence in the stock's valuation.
  • The reported transaction represents a small increase in Yeates' direct beneficial ownership, which now stands at 130,247 shares.
Insider Trading Filed: 2026-03-12

Key Insights

  • Insider Margaret Katherine Banks acquired 39 shares of Peabody Energy stock, increasing her direct ownership to 17,112 shares.
  • The share acquisition was a result of exempt dividend equivalents on prior deferred stock unit awards, indicating she is holding onto her Peabody Energy stake.
  • Insider buying can signal confidence in the company's outlook, though the small transaction size suggests it may not be a major signal.
Insider Trading Filed: 2026-03-12

Key Insights

  • The filing indicates that Andrea E. Bertone, a director at Peabody Energy Corp (BTU), acquired 106 shares of the company's common stock on March 10, 2026 at a price of $32.56 per share.
  • This transaction increases Bertone's direct beneficial ownership in Peabody Energy to 46,197 shares, suggesting the director's continued confidence in the company's outlook.
  • The acquisition of shares by a director can be viewed positively as it aligns the insider's interests with those of shareholders and may signal the director's belief in the company's future performance.
Insider Trading Filed: 2026-03-12

Key Insights

  • Insider William H. Champion acquired 86 shares of Peabody Energy Corp (BTU) on March 10, 2026, increasing his direct ownership to 37,791 shares.
  • The shares were acquired at a price of $32.56, suggesting the insider believes the stock is undervalued at current levels.
  • Insider buying can be a positive signal for investors, as it indicates the insider has confidence in the company's future prospects.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Nicholas J. Chirekos, acquired 46 shares of Peabody Energy Corp (BTU) common stock on March 10, 2026, likely through dividend equivalents on prior deferred stock unit awards.
  • Chirekos, a director of the company, now beneficially owns 39,253 shares of Peabody Energy common stock directly.
  • This transaction represents a minor increase in Chirekos' direct ownership of Peabody Energy shares, potentially signaling his continued commitment to the company.
Insider Trading Filed: 2026-03-12

Key Insights

  • STEPHEN E. GORMAN, a director of PEABODY ENERGY CORP (BTU), acquired 44 shares of common stock on 03/10/2026 at a price of $32.56 per share, increasing his direct beneficial ownership to 52,306 shares.
  • The transaction appears to be dividend equivalents on prior deferred stock unit awards, indicating ongoing alignment between Gorman and Peabody's shareholders.
  • Insider buying, even in small amounts, can be seen as a positive signal about the company's prospects from a long-term director.
Insider Trading Filed: 2026-03-12

Key Insights

  • Insider Georganne Hodges acquired 5 shares of Peabody Energy Corp (BTU) at $32.56 per share, increasing her direct ownership to 2,405 shares.
  • This transaction appears to be related to dividend equivalents on prior deferred stock unit awards, rather than an open market purchase.
  • The small size of the transaction suggests it is a routine event and may not signal any significant change in Hodges' investment strategy or outlook on the company.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Joe W. Laymon, acquired 113 shares of Peabody Energy Corporation (BTU) common stock on March 10, 2026 at a price of $32.56 per share, increasing his direct beneficial ownership to 54,391 shares.
  • The shares acquired represent exempt dividend equivalents on prior deferred stock unit awards, indicating the reporting person is receiving additional equity compensation from the company.
  • As a director of Peabody Energy, this insider transaction suggests continued confidence in the company's outlook and potential future stock price appreciation.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Robert A. Malone, acquired 49 shares of Peabody Energy Corp (BTU) common stock on March 10, 2026, indicating insider buying activity.
  • The purchase price of $32.56 per share suggests the insider sees potential upside in the company's stock price.
  • The insider's total direct beneficial ownership in the company increased to 53,271 shares following the reported transaction.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Clayton D. Walker, acquired 5 shares of Peabody Energy Corp (BTU) common stock through exempt dividend equivalents on prior deferred stock unit awards.
  • The total number of shares beneficially owned by the reporting person following this transaction is 2,268 shares, indicating a relatively small direct ownership stake in the company.
  • This transaction appears to be a routine, non-discretionary acquisition of shares and does not indicate any significant change in the reporting person's ownership or investment strategy.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, James C. Grech, who is the President and CEO of Peabody Energy Corp, acquired 225 shares of common stock on March 10, 2026 at a price of $32.56 per share, increasing his direct ownership to 324,963 shares.
  • Grech also holds an indirect beneficial ownership of 54,500 shares through a Grantor Retained Annuity Trust, of which he is the grantor, trustee, and annuitant.
  • The acquisition of shares by the CEO suggests his confidence in the company's future performance and alignment with shareholder interests.
Insider Trading Filed: 2026-03-06

Key Insights

  • Mark Spurbeck, the EVP and CFO of Peabody Energy, sold 30,000 shares of the company's common stock on March 4, 2026 at a weighted average price of $35.58.
  • This transaction represents a reduction in Spurbeck's direct beneficial ownership of Peabody Energy shares, which now stands at 68,394 shares.
  • Insider selling transactions can sometimes signal management's outlook on the company's future performance, though other factors should also be considered in evaluating the significance of this trade.
Insider Trading Filed: 2026-02-23

Key Insights

  • Insider James C. Grech, the President and CEO of Peabody Energy Corp, acquired 40,320 shares of the company's common stock through a performance stock unit grant, indicating his confidence in the company's long-term prospects.
  • Grech also disposed of 17,157 shares to cover tax withholdings, suggesting he is holding on to a significant portion of his equity position in the company.
  • The acquisition of shares through a performance-based grant aligns Grech's interests with those of shareholders, as the vesting of the shares was contingent on the achievement of certain performance goals.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.