Rep. April McClain Delaney Purchases Shares of BWX Technologies, Inc. (NYSE:BWXT)

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of BWX Technologies, Inc. (NYSE:BWXT). In a filing disclosed on August 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in BWX Technologies stock on July 30th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Life Time Group (NYSE:LTH) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Somnigroup International (NYSE:SGI) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Life Time Group (NYSE:LTH) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 7/30/2026.

BWX Technologies Stock Down 2.2%

Shares of NYSE BWXT opened at $168.65 on Thursday. The stock has a fifty day moving average price of $186.21 and a 200 day moving average price of $200.99. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. BWX Technologies, Inc. has a 12-month low of $157.10 and a 12-month high of $241.82. The company has a market cap of $15.45 billion, a P/E ratio of 43.69, a P/E/G ratio of 2.85 and a beta of 0.76.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. During the same quarter in the prior year, the business earned $1.02 earnings per share. The company’s revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts anticipate that BWX Technologies, Inc. will post 4.74 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be issued a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s dividend payout ratio is currently 27.98%.

Insiders Place Their Bets

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

Hedge Funds Weigh In On BWX Technologies

Several institutional investors and hedge funds have recently modified their holdings of BWXT. Invesco Ltd. increased its holdings in BWX Technologies by 0.7% in the fourth quarter. Invesco Ltd. now owns 2,568,117 shares of the technology company’s stock worth $443,873,000 after buying an additional 18,967 shares during the last quarter. Franklin Resources Inc. lifted its holdings in shares of BWX Technologies by 2.4% during the 4th quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock worth $390,321,000 after acquiring an additional 53,594 shares during the period. Geode Capital Management LLC boosted its holdings in BWX Technologies by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after purchasing an additional 69,857 shares in the last quarter. Blair William & Co. IL grew its position in BWX Technologies by 20.9% in the fourth quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company’s stock valued at $248,832,000 after acquiring an additional 248,598 shares during the period. Finally, First Trust Advisors LP grew its holdings in shares of BWX Technologies by 12.2% in the 1st quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company’s stock worth $284,462,000 after purchasing an additional 151,580 shares during the last quarter. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on BWXT. JPMorgan Chase & Co. started coverage on BWX Technologies in a research note on Monday, July 27th. They set an “overweight” rating and a $230.00 price objective for the company. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price on the stock in a research note on Monday, June 22nd. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, July 29th. Finally, Zacks Research downgraded shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $228.20.

More BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: BWXT agreed to sell its medical isotopes business to Nordic Capital for up to $800 million. The divestiture should provide liquidity for investment in nuclear-energy, small modular reactor and defense capacity, while allowing the company to focus on its core businesses. BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story
• Positive Sentiment: Second-quarter results exceeded expectations, with adjusted EPS of $1.07 versus the $1.04 consensus and revenue of approximately $901.6 million, up 18% year over year. Commercial operations revenue increased 72% to $302.5 million, while backlog expanded to roughly $8.39 billion. BWXT Q2 Earnings Call Centers on Higher Outlook and Nuclear Focus
• Positive Sentiment: Management raised 2026 adjusted EPS guidance to $4.70–$4.80 and free-cash-flow guidance to $345 million–$360 million. The company also recently completed its Precision Components Group acquisition, expanding manufacturing capabilities for commercial nuclear components. BWXT Raises EPS and Free Cash Flow Outlook
• Positive Sentiment: BTIG reaffirmed its Buy rating and maintained a $235 price target. Northland Securities modestly increased its FY2026 EPS estimate to $4.71 and FY2027 estimate to $5.17, signaling confidence in longer-term earnings growth.
• Neutral Sentiment: BWXT maintained its quarterly dividend at $0.27 per share, payable September 4, although the approximately 0.6% yield is unlikely to be a major near-term share-price catalyst.
• Negative Sentiment: Northland lowered its Q3 2026 EPS estimate to $1.18 from $1.22, potentially contributing to pressure on near-term earnings expectations. BWXT also trades at a relatively high valuation, while regulatory delays, long SMR deployment timelines and integration or capacity-expansion costs remain risks.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

BWX Technologies Company 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.