Mueller Water Products, Inc. Class A (MWA)

Mueller Water Products reported strong financial performance in the first and second quarters of fiscal year 2025, with increased net sales and raised full-year guidance. Despite positive earnings reports, analysts have had mixed sentiments, with Baird lowering its price target. As of January 8, 2026, the share price was $25.00, representing a 15.47% increase from January 10, 2025.

Demand for Mueller Water Products' offerings exhibits seasonality, with peak sales generally occurring in the third fiscal quarter and the lowest sales in the first fiscal quarter. A sequential rise in net sales is expected in the second quarter, driven by increased construction activities during the spring season.

Mueller Water Products, Inc. (MWA) is a leading North American manufacturer and marketer of products and services essential for water transmission, distribution, and measurement, operating in the Industrials sector. The company offers Water Flow Solutions, including valves for water and gas systems, and Water Management Solutions, providing fire hydrants, pipe repair products, metering products, leak detection services, and intelligent water solutions. Key brands include Mueller®, U.S. Pipe, and HYMAX®, serving municipalities, water utilities, and the construction industries.

Mueller Water Products primarily operates across North America, with a strong presence in the United States and Canada, and its products are specified for use in the largest metropolitan areas across the United States. The company maintains manufacturing facilities in the USA, Israel, and China, and has research facilities located in the USA, Canada, Israel, and the UK.

Mueller Water Products has a strong brand reputation built over 160 years, recognized for its quality, service, and innovation in the water infrastructure industry. Its products have leading positions and are specified for use in the largest metropolitan areas across the United States. The company's long-standing history reflects a commitment to product quality and supply chain resilience.

Mueller Water Products has a diverse ownership structure, with institutional investors holding a significant portion of the stock. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Fairholme Capital Management LLC is the largest individual shareholder. Insiders collectively hold a small percentage of the stock, and retail investors hold a portion of the shares.