BTU

In the past six months, Peabody Energy's stock price decreased by 21.72% over the last 12 months and by 12.07% in the past month as of October 6, 2026, trading at $25.40 with a market capitalization of $3.09 billion. Key events included a Q2 2026 earnings release (July 29, 2026) reporting an EPS of -$0.740, which missed estimates and contributed to a roughly 28% stock decline over six months. Q1 2026 earnings (May 5, 2026) reported -$0.270 EPS, and the Annual General Meeting (May 7, 2026) reported -$0.430 EPS. In September 2026, Peabody announced the redemption of outstanding 3.250% Convertible Senior Notes due 2028, with most holders expected to convert to equity, signaling balance-sheet simplification. The EPA's final repeal of 2024 power plant regulations on September 15, 2026, generally bolstered sentiment towards coal producers. A Bloomberg report in September 2026 indicated Peabody and Glencore were exploring a joint bid for coal assets in Venezuela's Zulia state, adding a speculative growth angle. Investors have been focusing on the execution of the Centurion metallurgical mine, which showed improving quarter-to-date yield (69% from 59% in Q2) despite an expected fault zone clearing by mid-October. Analyst ratings saw Zacks upgrade the stock to 'Hold' from 'Strong Sell,' BMO raise its target to $34, and UBS reiterate a 'Hold' rating while raising its target to $27.50, resulting in a consensus 'Hold' rating with an average price target of $33.88.