BTU at a glance
PEABODY ENERGY CORP (BTU, SEC CIK 1064728) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PEABODY ENERGY CORP (BTU) reported revenue of $3.9 billion (down 8.9% from FY2024) and a net loss of $52.9 million. Diluted EPS was -$0.43.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding PEABODY ENERGY CORP (BTU) shares worth $1.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.9B
- −8.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $1.6B · −1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Global coal mining and energy production company
- New strategic acquisitions in 2024 of Anglo American Steelmaking Coal Assets and related share purchase agreements expanding Australian coal operations
- Focus on integrating acquired assets from Anglo American and managing option deeds and loan notes tied to these transactions
- Equity compensation plans with 664,135 shares issuable under outstanding options and 4,917,561 shares available for future issuance as of December 31, 2025
- Multiple detailed amendments and agreements filed, reflecting complex restructuring and transactions during 2023-2025 period
Risk Factors
- Regulatory risk: potential contract terminations if coal supply agreements fail price adjustments under environmental laws affecting coal use
- Macroeconomic threat: tariffs impacting steel imports could reduce demand for metallurgical coal, which was 27% of 2025 revenue
- Operational vulnerability: $1.0 billion take-or-pay rail and port contracts in Australia through 19 years increase fixed costs despite usage
- Competitive risk: steel industry shift to electric arc furnaces reduces metallurgical coal demand, threatening 25-27% revenue segment
- Financial risk: $997.2 million surety bonds and $227.2 million letters of credit required for reclamation may become costly or unavailable
Management Discussion & Analysis
- Revenue $3.86B, down $375M (8.9%) YoY; Seaborne Thermal down $305M (25.2%), Powder River Basin up $54M (4.9%)
- Adjusted EBITDA $455M, down $417M (47.8%) YoY; Powder River Basin best segment with $176M (up 26.8%), Seaborne Metallurgical worst at $56M (down 76.7%)
- Operating margin decline implied by EBITDA and revenue drop; net loss from continuing ops $42M vs income $407M prior year
- Segment costs $3.31B, modestly down $62M (1.8%); Corporate costs down 49.5%; asset retirement down 25.4%
- No buyback or dividend details disclosed; capex not explicitly stated; notable $6.25M govt funding for rare earths pilot plant
- Management notes global coal price volatility, impacts from geopolitical and trade factors, and risks from terminated Anglo acquisition arbitration
AI summary of the BTU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,003.2M, up 13% YoY from $890.1M
- Adjusted EBITDA $24.0M, down 74% YoY from $93.3M; net loss $85.9M vs $25.6M
- Best segment Seaborne Metallurgical revenue $358.3M, up 42%; worst Powder River Basin revenue $223.8M, down 19%
- Cash balances lower, reducing interest income; $386.8M spent repurchasing $241.2M principal of convertible notes
- Centurion ramp-up constrained by commissioning and roof-control issues; targeted production rates remain management focus
Risk Factors
- Newly highlighted AI risk: process integration may create compliance and reputational exposure
- Climate-superfund litigation: unsuccessful challenges could require significant payments for alleged climate-change damages
- Coal-demand risk: anti-coal policies and activism may reduce demand, pricing, liquidity and growth prospects
- Cybersecurity risk: attacks or breaches could disrupt operations or disseminate proprietary information
- Debt risk: additional secured borrowing could increase risks associated with indebtedness
AI summary of the BTU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Peabody will present strategy, business developments, and recent trends at Jefferies Global Industrials Conference beginning September 9, 2026
- Exhibit 99.1 slides may contain incremental operating or strategic updates relevant to valuation
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Succession transition for COO Darren Yeates beginning February 1, 2027, following expiration of his employment contract
- Consulting term through January 31, 2028, covering up to 40 hours monthly
Item 7.01: Regulation FD Disclosure
- Investor site tour at Centurion Mine signals focus on operational performance and mine-level outlook
- Exhibit 99.1 slide presentation contains the substantive investor disclosures
AI summaries of BTU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BTU
Don't miss the next BTU filing
- Alerts as it files. A push when BTU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BTU, by share count.
- Ask anything. An AI agent that reads every BTU filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Champion William H | A | Sep 3, 2026 | 101 | $27.64 |
| Bertone Andrea E. | A | Sep 3, 2026 | 123 | $27.64 |
| Banks Margaret Katherine | A | Sep 3, 2026 | 65 | $27.64 |
| Chirekos Nicholas J. | A | Sep 3, 2026 | 53 | $27.64 |
| GORMAN STEPHEN E | A | Sep 3, 2026 | 51 | $27.64 |
| Yeates Darren Ronald | A | Sep 3, 2026 | 130 | $27.64 |
| Walker Clayton D. | A | Sep 3, 2026 | 23 | $27.64 |
| Roberts Malcolm James | A | Sep 3, 2026 | 47 | $27.64 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.2B | $3.9B |
| Operating Income | - | $445.3M | -$80.1M |
| Net Income | $759.6M | $370.9M | -$52.9M |
| Op. Margin | - | 10.5% | -2.1% |
| Net Margin | - | 8.8% | -1.4% |
| Balance Sheet | |||
| Total Assets | $6.0B | $6.0B | $5.8B |
| Equity | - | $3.7B | $3.5B |
| ROE | - | 10.2% | -1.5% |
| Per Share | |||
| EPS | $5.00 | $2.70 | $-0.43 |
| Cash Flow | |||
| Operating CF | - | $606.5M | $333.7M |
| CapEx | $348.3M | $401.3M | $411.4M |
Source: XBRL data in PEABODY ENERGY CORP (BTU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BTU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.58B |
| Q1 2026 | 34 | $2.21B |
| Q4 2025 | 30 | $2.17B |
| Q3 2025 | 32 | $2.00B |
| Q2 2025 | 30 | $986.8M |
| Q1 2025 | 28 | $728.9M |
| Q4 2024 | 23 | $931.3M |
| Q3 2024 | 20 | $789.5M |
- Citadel Advisors LLC+2.12M (+732%)
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- Vanguard Portfolio Management LLC−990.1K (-11%)
- Renaissance Technologies LLC−619.1K (-10%)
- T. Rowe Price Group−418.7K (-72%)
- JPMorgan Chase & Co−333.2K (-49%)
- Goldman Sachs Group−188.0K (-22%)
- Blackstone Group−6.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 230 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BTU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - |
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BTU SEC filings: frequently asked questions
Which institutions hold BTU stock?
As of June 30, 2026, the largest PEABODY ENERGY CORP (BTU) holders among the 13F filers tracked by SignalX were BlackRock ($435.7 million), State Street Corp ($257.3 million), Vanguard Portfolio Management LLC ($188.6 million), Dimensional Fund Advisors ($146.5 million), Vanguard Capital Management LLC ($127.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BTU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PEABODY ENERGY CORP (BTU) reported revenue of $3.9 billion (down 8.9% from FY2024) and a net loss of $52.9 million. Diluted EPS was -$0.43. The figures come from the XBRL data in the 10-K.
What are the main risks in BTU's latest 10-K?
In the 10-K filed February 19, 2026, PEABODY ENERGY CORP (BTU) flagged: Regulatory risk: potential contract terminations if coal supply agreements fail price adjustments under environmental laws affecting coal use. Macroeconomic threat: tariffs impacting steel imports could reduce demand for metallurgical coal, which was 27% of 2025 revenue. (AI summary of the Risk Factors section.)
What did BTU report in its latest 8-K?
PEABODY ENERGY CORP (BTU) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). Peabody will present strategy, business developments, and recent trends at Jefferies Global Industrials Conference beginning September 9, 2026.
What are the latest BTU SEC filings?
PEABODY ENERGY CORP (BTU) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on September 8, 2026.
What is BTU's SEC CIK number?
PEABODY ENERGY CORP (BTU)'s SEC Central Index Key (CIK) is 1064728. EDGAR lists every BTU filing under that number.
Ask anything about BTU
The research agent reads BTU's filings, financials, insider trades and 13F holders, then answers with sources.