Mitsubishi UFJ Asset Management Co. Ltd. Sells 4,034 Shares of BWX Technologies, Inc. $BWXT

Mitsubishi UFJ Asset Management Co. Ltd. trimmed its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 15.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,598 shares of the technology company’s stock after selling 4,034 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in BWX Technologies were worth $3,928,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of BWX Technologies during the 4th quarter valued at $57,000. Truist Financial Corp grew its stake in BWX Technologies by 6.4% during the fourth quarter. Truist Financial Corp now owns 8,791 shares of the technology company’s stock valued at $1,519,000 after acquiring an additional 528 shares in the last quarter. CENTRAL TRUST Co grew its stake in BWX Technologies by 509.1% during the fourth quarter. CENTRAL TRUST Co now owns 1,139 shares of the technology company’s stock valued at $197,000 after acquiring an additional 952 shares in the last quarter. Danske Bank A S purchased a new position in BWX Technologies during the fourth quarter valued at approximately $432,000. Finally, Citizens Business Bank grew its stake in BWX Technologies by 560.9% during the fourth quarter. Citizens Business Bank now owns 29,292 shares of the technology company’s stock valued at $5,063,000 after acquiring an additional 24,860 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors.

BWX Technologies Price Performance

Shares of BWX Technologies stock opened at $211.39 on Tuesday. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58. The firm has a market capitalization of $19.37 billion, a PE ratio of 56.52, a price-to-earnings-growth ratio of 3.38 and a beta of 0.78. The business’s 50-day moving average price is $212.85 and its 200-day moving average price is $199.68. BWX Technologies, Inc. has a 12 month low of $105.07 and a 12 month high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, beating the consensus estimate of $0.92 by $0.20. The firm had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The company’s revenue was up 26.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Sell-side analysts forecast that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be given a dividend of $0.27 per share. The ex-dividend date is Tuesday, May 19th. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is 28.88%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on BWXT shares. Truist Financial boosted their price objective on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday. Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Wells Fargo & Company initiated coverage on shares of BWX Technologies in a research note on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective for the company. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Finally, Bank of America upped their target price on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, March 25th. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $217.96.

Insider Activity

In other news, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the transaction, the chief accounting officer owned 114 shares in the company, valued at $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is currently owned by insiders.

BWX Technologies Profile

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.