Mutual of America Capital Management LLC Trims Stock Holdings in BWX Technologies, Inc. $BWXT

Mutual of America Capital Management LLC lowered its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 42,211 shares of the technology company’s stock after selling 3,223 shares during the quarter. Mutual of America Capital Management LLC’s holdings in BWX Technologies were worth $7,782,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Trek Financial LLC purchased a new stake in shares of BWX Technologies in the 3rd quarter worth about $2,458,000. Parkside Financial Bank & Trust boosted its stake in BWX Technologies by 23.8% during the third quarter. Parkside Financial Bank & Trust now owns 483 shares of the technology company’s stock worth $89,000 after acquiring an additional 93 shares in the last quarter. Mitchell Mcleod Pugh & Williams Inc. bought a new stake in BWX Technologies during the third quarter worth about $199,000. Demars Financial Group LLC grew its holdings in BWX Technologies by 1.7% in the third quarter. Demars Financial Group LLC now owns 36,343 shares of the technology company’s stock worth $6,700,000 after purchasing an additional 595 shares during the period. Finally, Triasima Portfolio Management inc. purchased a new stake in BWX Technologies in the third quarter worth about $276,000. Institutional investors own 94.39% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on BWXT. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Exane BNP Paribas raised BWX Technologies to a “hold” rating in a research report on Thursday, January 15th. BNP Paribas Exane raised BWX Technologies to a “hold” rating in a report on Thursday, January 15th. Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Finally, Bank of America raised their price target on BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Three equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $199.20.

BWX Technologies Stock Performance

Shares of NYSE BWXT opened at $212.37 on Wednesday. The firm’s 50-day moving average price is $186.08 and its 200-day moving average price is $179.93. The company has a quick ratio of 1.62, a current ratio of 1.71 and a debt-to-equity ratio of 1.21. The company has a market cap of $19.42 billion, a PE ratio of 63.77, a PEG ratio of 3.31 and a beta of 0.86. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, November 3rd. The technology company reported $1.00 EPS for the quarter, topping analysts’ consensus estimates of $0.85 by $0.15. The firm had revenue of $866.29 million during the quarter, compared to analyst estimates of $795.48 million. BWX Technologies had a net margin of 10.04% and a return on equity of 30.70%. The business’s revenue for the quarter was up 28.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.83 earnings per share. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS. As a group, analysts anticipate that BWX Technologies, Inc. will post 3.23 EPS for the current year.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $197.90, for a total transaction of $1,979,000.00. Following the completion of the sale, the chief executive officer directly owned 187,594 shares in the company, valued at approximately $37,124,852.60. The trade was a 5.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

About BWX Technologies

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.