BWX Technologies, Inc. $BWXT Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC lifted its stake in BWX Technologies, Inc. (NYSE:BWXT) by 2,341.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,361 shares of the technology company’s stock after buying an additional 41,585 shares during the period. SG Americas Securities LLC’s holdings in BWX Technologies were worth $7,495,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Massachusetts Financial Services Co. MA grew its position in BWX Technologies by 26.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company’s stock valued at $213,691,000 after acquiring an additional 239,292 shares in the last quarter. Eos Management L.P. lifted its position in shares of BWX Technologies by 27.9% during the third quarter. Eos Management L.P. now owns 25,894 shares of the technology company’s stock worth $4,774,000 after purchasing an additional 5,644 shares in the last quarter. Principal Financial Group Inc. lifted its position in shares of BWX Technologies by 51.1% during the third quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company’s stock worth $57,743,000 after purchasing an additional 105,879 shares in the last quarter. Thrivent Financial for Lutherans boosted its stake in shares of BWX Technologies by 7.3% in the third quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company’s stock valued at $123,460,000 after purchasing an additional 45,667 shares during the period. Finally, AGF Management Ltd. boosted its stake in shares of BWX Technologies by 82.9% in the third quarter. AGF Management Ltd. now owns 70,544 shares of the technology company’s stock valued at $13,006,000 after purchasing an additional 31,980 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on BWXT. Truist Financial set a $205.00 price target on shares of BWX Technologies in a research note on Friday, January 9th. TD Securities initiated coverage on BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. BNP Paribas Exane assumed coverage on BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 target price on the stock. BTIG Research boosted their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Finally, Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Three analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, BWX Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $208.36.

BWX Technologies Trading Down 5.3%

BWXT opened at $191.78 on Tuesday. BWX Technologies, Inc. has a 12-month low of $84.21 and a 12-month high of $222.29. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. The stock has a market capitalization of $17.57 billion, a PE ratio of 53.72, a P/E/G ratio of 3.50 and a beta of 0.83. The firm’s fifty day moving average price is $203.62 and its 200 day moving average price is $193.18.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.17. The company had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period last year, the business earned $0.92 EPS. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, research analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were issued a $0.27 dividend. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, March 11th. BWX Technologies’s dividend payout ratio is presently 30.25%.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. This represents a 92.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,327 shares of company stock worth $2,734,844 over the last quarter. 0.60% of the stock is owned by corporate insiders.

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.