941,233 Shares in BWX Technologies, Inc. $BWXT Purchased by William Blair Investment Management LLC

William Blair Investment Management LLC bought a new position in BWX Technologies, Inc. (NYSE:BWXT) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 941,233 shares of the technology company’s stock, valued at approximately $183,211,000. William Blair Investment Management LLC owned about 1.03% of BWX Technologies as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. M.D. Sass LLC purchased a new stake in shares of BWX Technologies during the 2nd quarter valued at $2,619,000. MGO One Seven LLC grew its position in BWX Technologies by 354.7% in the fourth quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock worth $3,058,000 after acquiring an additional 13,803 shares in the last quarter. Intech Investment Management LLC grew its position in BWX Technologies by 22.7% in the fourth quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after acquiring an additional 6,053 shares in the last quarter. Ranger Investment Management L.P. bought a new position in BWX Technologies in the first quarter valued at $11,991,000. Finally, Mizuho Markets Americas LLC bought a new position in BWX Technologies in the fourth quarter valued at $36,097,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on BWXT shares. Zacks Research lowered BWX Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 11th. BTIG Research reiterated a “buy” rating and set a $235.00 price objective on shares of BWX Technologies in a research report on Tuesday, August 4th. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price for the company in a research report on Monday, June 22nd. Finally, Wall Street Zen downgraded BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $227.20.

Insiders Place Their Bets

In related news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Stock Performance

BWX Technologies stock opened at $156.95 on Friday. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The company has a market capitalization of $14.38 billion, a PE ratio of 40.66, a P/E/G ratio of 2.45 and a beta of 0.76. The firm has a fifty day simple moving average of $180.70 and a two-hundred day simple moving average of $197.41. BWX Technologies, Inc. has a twelve month low of $154.59 and a twelve month high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The business had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. During the same period in the prior year, the business posted $1.02 earnings per share. The company’s revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be issued a dividend of $0.27 per share. The ex-dividend date is Tuesday, August 18th. This represents a $1.08 annualized dividend and a yield of 0.7%. BWX Technologies’s dividend payout ratio is currently 27.98%.

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.