Camelot Portfolios LLC Makes New Investment in BWX Technologies, Inc. $BWXT

Camelot Portfolios LLC bought a new stake in BWX Technologies, Inc. (NYSE:BWXT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,001 shares of the technology company’s stock, valued at approximately $779,000.

A number of other institutional investors also recently bought and sold shares of BWXT. Cannell & Spears LLC raised its position in shares of BWX Technologies by 4.0% during the 1st quarter. Cannell & Spears LLC now owns 1,312 shares of the technology company’s stock worth $251,000 after acquiring an additional 50 shares in the last quarter. Wedbush Securities Inc. boosted its holdings in BWX Technologies by 4.3% in the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after purchasing an additional 52 shares in the last quarter. Oppenheimer Asset Management Inc. boosted its holdings in BWX Technologies by 1.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after purchasing an additional 54 shares in the last quarter. Guggenheim Capital LLC increased its stake in BWX Technologies by 2.2% in the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after purchasing an additional 55 shares during the last quarter. Finally, Private Advisor Group LLC increased its stake in BWX Technologies by 2.4% in the first quarter. Private Advisor Group LLC now owns 2,847 shares of the technology company’s stock valued at $582,000 after purchasing an additional 67 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a research report on Monday, June 22nd. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and increased their target price for the company from $205.00 to $255.00 in a research report on Friday, May 15th. JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a research report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. BTIG Research restated a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, Weiss Ratings lowered BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $224.20.

BWX Technologies Stock Up 0.2%

Shares of NYSE:BWXT opened at $153.12 on Monday. BWX Technologies, Inc. has a 1-year low of $147.74 and a 1-year high of $241.82. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The stock has a market cap of $14.03 billion, a P/E ratio of 39.67, a P/E/G ratio of 2.39 and a beta of 0.76. The firm has a fifty day moving average price of $175.83 and a 200 day moving average price of $195.75.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. During the same period in the previous year, the business posted $1.02 earnings per share. BWX Technologies’s quarterly 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. Sell-side analysts predict 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. Stockholders of record on Tuesday, August 18th will be issued a $0.27 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. BWX Technologies’s payout ratio is presently 27.98%.

Insider Activity at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the company’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 completion of the sale, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company 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.