Warrior Met Coal CEO Sells $10 Million in Shares, Reducing Holdings by 25.4%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Source: Fool
- Insider Selling: Warrior Met Coal CEO Walter J. Scheller sold 100,000 shares on January 12 for $10 million, reducing his direct holdings to 294,183 shares valued at $29.5 million, indicating significant insider selling amid strong share price gains.
- Transaction Context: The sale was executed at an average price of $100.31, closely aligning with the January 12 market close of $100.20, suggesting that the executive capitalized on high stock prices to realize gains.
- Holding Analysis: The 100,000 shares sold represented 25.4% of Scheller's direct holdings; however, the transaction was conducted under a 10b5-1 trading plan, indicating it was prearranged and not a reflection of negative sentiment towards the company's prospects.
- Company Performance Overview: Warrior Met Coal's stock surged 98.7% over the past year, with total revenue reaching $1.2228 billion and net income of $35.2 million, highlighting the company's robust performance and competitive position in the global steel supply chain.
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Analyst Views on HCC
Wall Street analysts forecast HCC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for HCC is 83.00 USD with a low forecast of 72.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 90.090
Low
72.00
Averages
83.00
High
100.00
Current: 90.090
Low
72.00
Averages
83.00
High
100.00
About HCC
Warrior Met Coal, Inc. is a producer and exporter of steelmaking coal, also known as hard coking coal (HCC), operating longwall operations in its underground mines based in Alabama. The Company’s two operating mines, Mine No. 4 and Mine No. 7, and Blue Creek are located approximately 300 miles from its export terminal at the Port of Mobile in Alabama. The Company sells its coal to a diversified customer base of blast furnace steel producers, primarily located in Europe, South America and Asia. The Company’s HCC, mined from the Southern Appalachian region of the United States, is characterized by low-to-high volatile matter (VM) and high coke strength after reaction (CSR). Mine No.7 operates two longwalls, while Mine No.4 runs a single longwall. Mine No. 4 and Mine No. 7 are located approximately 20 miles east of Tuscaloosa, Alabama and 30 miles southwest of Birmingham, Alabama.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
UBS Upgrades Warrior Met Coal to Buy with $108 Target
- Rating Upgrade: UBS upgraded Warrior Met Coal from Neutral to Buy, raising the price target from $100 to $108, indicating the company is entering an inflection point with compelling returns and margins.
- Project Progress: Analysts expect Warrior to deliver double-digit returns in H2 2026 as the Blue Creek steelmaking coal project ramps up, with further upside from a second longwall and rising coal prices not yet reflected in the market.
- Conservative Guidance: Warrior is expected to provide conservative guidance for its 2026 outlook in two weeks, but analysts see upside to 2026-27 consensus estimates supported by elevated prices and operational performance.
- Future Growth Potential: As Warrior delivers saleable tons at Blue Creek in H2 2026, investors will witness strong margins and returns outlook, leading analysts to anticipate further upside in share prices ahead of growth considerations for 2027 and beyond.
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