Stephens Investment Management Opens $41.8M Position in BE Stock

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Stephens Investment Management Opens $41.8M Position in BE Stock

Stephens Investment Management Group LLC has initiated a significant investment in $BE, committing $41.8 million. This information comes from the latest SEC Form 13F filing and pertains to the quarter ending September 30, 2025.

$BE Hedge Fund Activity

In the most recent quarter, a total of 250 institutional investors adjusted their holdings of $BE stock, with 186 reducing their shares. The following highlights significant portfolio changes:

BLACKROCK, INC. added 4,412,420 shares (+27.3%), estimated value $105,545,086.
AMERIPRISE FINANCIAL INC. increased their stock by 3,773,476 shares (+9.1%), estimated value $90,261,545.
D. E. SHAW & CO., INC. raised their position by 2,375,797 shares (+66.0%), valued at approximately $56,829,064.
PUBLIC INVESTMENT FUND reduced holdings by 2,294,963 shares (-60.3%), worth about $54,895,514.
CITADEL ADVISORS LLC decreased their shares by 2,117,020 (-64.7%), with an estimated value of $50,639,118.
WHALE ROCK CAPITAL MANAGEMENT LLC cut their holdings by 1,924,085 shares (-48.7%), estimated value $46,024,113.
SQUAREPOINT OPS LLC boosted their investment by 1,844,516 shares (+449.0%), with an estimated value of $44,120,822.

$BE Insider Trading Activity

In the last six months, insider trading activity for $BE has revealed 24 transactions, all of which were sales. No purchases occurred during this timeframe. Notable insider transactions include:

ECOPLANT CO., LTD. SK: Sold 10,000,000 shares, valued at approximately $276,000,000.
KR SRIDHAR (Chairman & CEO): 6 sales totaling 299,338 shares, valued at $13,854,438.
SHAWN MARIE SODERBERG: Sold 78,642 shares in 6 transactions, approximately $3,527,449.
SATISH CHITOORI (COO): 5 sales totaling 24,979 shares, valued at $1,070,427.
EDDY ZERVIGON: Sold 10,000 shares, valued at $486,200.

$BE Congressional Stock Trading

In a noteworthy occurrence, members of Congress executed one trade involving $BE stock in the past six months. This trade was a purchase, highlighting some congressional interest in the company.

$BE Analyst Ratings and Price Targets

Analysts have been actively assessing $BE’s performance, with 8 firms issuing buy ratings and just 1 firm issuing a sell rating in recent months. Some key ratings include:

UBS: “Buy” rating on October 14, 2025.
Susquehanna: “Positive” rating on October 13, 2025.
Evercore ISI Group: “Outperform” rating on October 7, 2025.

Additionally, multiple analysts have set price targets for $BE, with the median target currently at $82.5. Notable targets include:

Michael Blum (Wells Fargo): $95.0 on October 21, 2025.
Julien Dumoulin-Smith (B of A Securities): $26.0 on October 20, 2025.
Ameet Thakkar (BMO Capital): $97.0 on October 14, 2025.

These insights reflect the shifting landscape around $BE, underscoring the investment’s potential and ongoing interest among both institutional and individual investors.