SCHEDULE: State Street Boosts Stake in Peabody Energy to 7.6%
Beneficial Ownership Disclosure
State Street Corporation and its subsidiary SSGA Funds Management, Inc. have disclosed beneficial ownership of 7.6% of Peabody Energy Corp's common stock as of June 30, 2025.
Summary
- State Street Corporation, a parent holding company, beneficially owns 9,208,031 shares of Peabody Energy Corp's common stock, representing 7.6% of the class.
- SSGA Funds Management, Inc., an investment adviser subsidiary of State Street Corporation, beneficially owns 6,550,661 shares, representing 5.4% of the class.
- The shares are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Peabody Energy Corp.
- State Street Corporation holds shared voting power over 9,030,160 shares and shared dispositive power over 9,208,031 shares.
- SSGA Funds Management, Inc. holds shared voting power over 6,534,061 shares and shared dispositive power over 6,550,661 shares.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative news about the company's operational performance or financial health. The presence of a large institutional investor is generally viewed neutrally to slightly positively by the market.
Positives
- Significant institutional investment by State Street Corporation and its subsidiaries indicates a vote of confidence in Peabody Energy Corp.
- The passive nature of the investment, explicitly stating it is not for control, suggests stability in current management and strategic direction.
Future Outlook
No forward-looking statements or guidance are provided in this beneficial ownership disclosure.
Industry Context
This filing reflects a change in institutional ownership for Peabody Energy Corp, a major player in the energy sector, specifically coal. Such disclosures are common as large asset managers adjust their portfolio holdings.
Stakeholder Impact
- Shareholders: Increased institutional ownership may be perceived as a sign of stability and confidence from large investors.
- Management: The explicit statement that the shares are not held for control purposes suggests continued stability for current management.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which requires filing of this statement, representing the snapshot of beneficial ownership. |
| 08/08/2025 | Date of filing and certification by SSGA Funds Management, Inc. and State Street Corporation. |
Keywords
Peabody Energy Corp, State Street Corporation, SSGA Funds Management, Institutional Ownership, Beneficial Ownership, Common Stock, SEC Filing, Investment Adviser, Parent Holding Company
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