Warrior Met Coal CEO Bets Big: Scheller Nets 7,720 Shares Amid Insider Frenzy and Bullish Coal Outlook

Insider Activity Highlights the CEO’s Confidence in a Resurgent Metallurgical Coal Business

On February 8, 2026, Chief Executive Officer Walter J. Scheller executed a series of transactions that underline his belief in Warrior Met Coal’s short‑term prospects. After vesting 5,956 RSUs, Scheller bought an additional 5,956 shares at the market price of $90.31, while simultaneously selling 2,686 shares to cover taxes and 1,762 shares at $89.05. The net effect is a net purchase of 7,720 shares, bringing his post‑transaction holding to 301,427 shares—about 6.1 % of the company’s outstanding shares. The moves coincide with a market that has slipped 0.52 % for the day and a 9.87 % decline for the month, yet the stock remains well above its 52‑week low.

What This Means for Investors and the Company’s Outlook

Scheller’s net buying, especially after a tax‑related sell, signals confidence in a near‑term rebound. The company’s fundamentals—an upside‑potential P/E of 132.84 on a backdrop of a 71.53 % YTD rally—suggest that the market may still be underpricing the firm’s exposure to the steel industry, which has shown signs of recovery. Analysts expect modest EPS growth and rising revenue for the upcoming quarter, further supporting a bullish view. Investors should watch for the earnings release on February 25; a stronger than expected report could validate Scheller’s conviction and lift the share price.

Scheller’s Insider‑Trading Profile

Historically, Scheller has been a cautious yet opportunistic trader. In January 2026 he sold 100,000 shares at $100.31, a sizable divestiture that reduced his stake to 294,183 shares. In November 2025, he sold 18,966 shares at $75.00, trimming his holding to 394,183 shares. These sales were followed by the recent February purchases, indicating a pattern of consolidating ownership after periods of significant divestment. His trade history shows a preference for RSUs as a long‑term incentive, with vesting events (e.g., 2017 Equity Incentive Plan) providing a steady influx of shares that he often balances with market‑price purchases. The net buying trend in February aligns with the company’s recent positive earnings forecasts and the CEO’s belief that the metallurgical coal market will rebound.

Company‑Wide Insider Momentum

The CEO is not alone. Other top executives—Jack K. Richardson (COO), Charles Lussier (CCO), and Brian M. Chopin (CAO)—each executed seven transactions on the same day, alternating buys and sells in common and restricted shares. This high level of insider activity suggests a broader confidence among the leadership team, even as the market remains volatile. For investors, the collective insider momentum can be interpreted as a bullish signal, particularly when combined with the company’s improving financial outlook and the CEO’s decisive share purchases.

Bottom Line

Walter J. Scheller’s net purchase of 7,720 shares after a series of tax‑related sales signals a clear bet on Warrior Met Coal’s near‑term performance. Coupled with a company‑wide flurry of insider activity and optimistic earnings guidance, the move should be viewed as a positive indicator for investors seeking exposure to the metallurgical coal sector. However, the stock’s high P/E ratio and recent volatility warrant a cautious approach until the company’s earnings release confirms the anticipated upside.