Franklin Resources Inc. Has $390.32 Million Position in BWX Technologies, Inc. $BWXT

Franklin Resources Inc. grew its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 2.4% during the 4th quarter, HoldingsChannel reports. The fund owned 2,258,282 shares of the technology company’s stock after acquiring an additional 53,594 shares during the period. Franklin Resources Inc.’s holdings in BWX Technologies were worth $390,321,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. O Shaughnessy Asset Management LLC grew its stake in BWX Technologies by 2.1% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 7,458 shares of the technology company’s stock valued at $1,289,000 after purchasing an additional 155 shares in the last quarter. Fiera Capital Corp raised its stake in shares of BWX Technologies by 32.8% during the 4th quarter. Fiera Capital Corp now owns 723,156 shares of the technology company’s stock worth $124,990,000 after purchasing an additional 178,522 shares in the last quarter. Palladiem LLC acquired a new stake in shares of BWX Technologies during the 4th quarter valued at about $165,000. Vermillion Wealth Management Inc. lifted its holdings in shares of BWX Technologies by 71.7% during the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after buying an additional 99 shares during the last quarter. Finally, Cookson Peirce & Co. Inc. bought a new stake in shares of BWX Technologies in the 4th quarter valued at approximately $19,453,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. The trade was a 25.99% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value of $2,048,100.00. Following the completion of the sale, the chief executive officer owned 202,491 shares in the company, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

BWXT has been the topic of several recent research reports. TD Securities started coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective on the stock. TD Cowen began coverage on shares of BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price target on the stock. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Finally, BTIG Research increased their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $228.00.

BWX Technologies Stock Up 0.8%

BWX Technologies stock opened at $187.44 on Tuesday. The firm has a market cap of $17.17 billion, a price-to-earnings ratio of 50.12, a P/E/G ratio of 3.06 and a beta of 0.73. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a fifty-two week low of $128.96 and a fifty-two week high of $241.82. The firm has a fifty day moving average price of $210.54 and a two-hundred day moving average price of $199.78.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $0.92 by $0.20. The business had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The firm’s revenue was up 26.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, analysts forecast that BWX Technologies, Inc. will post 4.71 earnings per share for the current year.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is 28.88%.

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.