Jefferies Financial Group Inc. Makes New Investment in KBR, Inc. $KBR

Jefferies Financial Group Inc. bought a new position in KBR, Inc. (NYSE:KBR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 19,232 shares of the construction company’s stock, valued at approximately $773,000.

A number of other institutional investors also recently modified their holdings of the stock. Invesco Ltd. raised its stake in shares of KBR by 1.5% in the third quarter. Invesco Ltd. now owns 5,544,490 shares of the construction company’s stock worth $262,199,000 after acquiring an additional 79,258 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of KBR by 1.5% in the third quarter. Dimensional Fund Advisors LP now owns 2,550,767 shares of the construction company’s stock worth $120,621,000 after acquiring an additional 38,568 shares during the last quarter. Snyder Capital Management L P raised its stake in shares of KBR by 19.0% in the third quarter. Snyder Capital Management L P now owns 2,462,418 shares of the construction company’s stock worth $116,448,000 after acquiring an additional 392,725 shares during the last quarter. Neuberger Berman Group LLC raised its stake in shares of KBR by 9.1% in the third quarter. Neuberger Berman Group LLC now owns 2,302,468 shares of the construction company’s stock worth $108,850,000 after acquiring an additional 191,382 shares during the last quarter. Finally, Van ECK Associates Corp raised its stake in shares of KBR by 4.7% in the third quarter. Van ECK Associates Corp now owns 2,133,428 shares of the construction company’s stock worth $100,890,000 after acquiring an additional 96,188 shares during the last quarter. 97.02% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on KBR. Zacks Research raised shares of KBR from a “strong sell” rating to a “hold” rating in a research note on Friday, April 10th. Wall Street Zen downgraded shares of KBR from a “buy” rating to a “hold” rating in a research note on Sunday, March 1st. Weiss Ratings downgraded shares of KBR from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 27th. Citigroup dropped their price target on shares of KBR from $53.00 to $50.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Finally, Wells Fargo & Company dropped their price target on shares of KBR from $45.00 to $40.00 and set an “equal weight” rating for the company in a research note on Monday, April 13th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $53.25.

Insider Activity at KBR

In related news, Director Carlos A. Sabater purchased 14,500 shares of KBR stock in a transaction dated Tuesday, May 19th. The stock was bought at an average price of $32.47 per share, for a total transaction of $470,815.00. Following the completion of the acquisition, the director directly owned 35,705 shares of the company’s stock, valued at $1,159,341.35. This represents a 68.38% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Thaer Lewis Von purchased 3,000 shares of KBR stock in a transaction dated Thursday, May 14th. The stock was bought at an average price of $30.77 per share, with a total value of $92,310.00. Following the acquisition, the director directly owned 10,358 shares of the company’s stock, valued at approximately $318,715.66. This trade represents a 40.77% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 29,875 shares of company stock worth $945,160 over the last ninety days. 1.15% of the stock is owned by corporate insiders.

KBR Stock Up 1.6%

Shares of NYSE KBR opened at $34.99 on Friday. The stock has a market cap of $4.44 billion, a P/E ratio of 11.18, a P/E/G ratio of 2.05 and a beta of 0.47. The firm has a 50 day moving average price of $35.37 and a 200 day moving average price of $39.53. The company has a debt-to-equity ratio of 1.59, a quick ratio of 1.16 and a current ratio of 1.16. KBR, Inc. has a 52-week low of $29.94 and a 52-week high of $54.38.

KBR (NYSE:KBR) last issued its quarterly earnings data on Tuesday, May 5th. The construction company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.92 by $0.04. The firm had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $1.88 billion. KBR had a net margin of 5.21% and a return on equity of 33.92%. The business’s revenue for the quarter was down 4.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.01 earnings per share. KBR has set its FY 2026 guidance at 3.870-4.220 EPS. Analysts expect that KBR, Inc. will post 3.96 EPS for the current year.

KBR Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Monday, June 15th will be issued a dividend of $0.165 per share. The ex-dividend date is Monday, June 15th. This represents a $0.66 dividend on an annualized basis and a yield of 1.9%. KBR’s payout ratio is currently 21.09%.

Key Headlines Impacting KBR

Here are the key news stories impacting KBR this week:

• Positive Sentiment: KBR said NorSAF selected its proprietary PureSAF® technology for what is set to become the largest SAF and e-SAF production plant in Northern Europe. The deal gives KBR exposure to a major clean-fuels project and could support future licensing revenue if the project advances as planned. Article Title
• Positive Sentiment: Investors may see the NorSAF award as validation of KBR’s PureSAF platform, potentially strengthening the company’s position in the growing sustainable aviation fuel market and creating a more visible growth driver. Article Title
• Neutral Sentiment: Zacks Research lowered several earnings estimates for KBR, including Q2 2026 and FY2026, while maintaining a Hold rating. That suggests some near-term pressure on earnings expectations, but the changes were modest and did not change the overall stance on the stock.

KBR Company Profile

KBR, Inc is a global engineering, procurement, construction and services (EPC&S) company headquartered in Houston, Texas. The firm delivers integrated solutions and technologies across the full project lifecycle for customers in the energy, government, industrial and infrastructure sectors. Its offerings span feasibility studies, front-end engineering design, detailed design, procurement, fabrication, construction, commissioning and operations support.

The company is organized into business segments that include Energy Solutions, which focuses on oil and gas processing, liquefied natural gas (LNG) facilities and petrochemical plants; Government Solutions, providing logistics, sustainment, training and mission support for defense, intelligence and civilian agencies; and Sustainable Technology, delivering chemical process technologies, water treatment and lower-carbon fuels expertise.