HighTower Advisors LLC Purchases 2,914 Shares of BWX Technologies, Inc. $BWXT

HighTower Advisors LLC grew its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 17.4% in the third quarter, HoldingsChannel.com reports. The fund owned 19,691 shares of the technology company’s stock after acquiring an additional 2,914 shares during the quarter. HighTower Advisors LLC’s holdings in BWX Technologies were worth $3,631,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Wedbush Securities Inc. bought a new position in shares of BWX Technologies during the 3rd quarter worth approximately $223,000. Cibc World Market Inc. increased its position in BWX Technologies by 15.6% in the 3rd quarter. Cibc World Market Inc. now owns 3,454 shares of the technology company’s stock valued at $637,000 after buying an additional 465 shares in the last quarter. Advisors Asset Management Inc. grew its stake in BWX Technologies by 2.3% in the third quarter. Advisors Asset Management Inc. now owns 6,486 shares of the technology company’s stock valued at $1,196,000 after acquiring an additional 144 shares during the period. Stratos Wealth Partners LTD. raised its position in shares of BWX Technologies by 26.9% during the third quarter. Stratos Wealth Partners LTD. now owns 1,912 shares of the technology company’s stock worth $353,000 after purchasing an additional 405 shares during the period. Finally, Versor Investments LP bought a new stake in BWX Technologies during the 3rd quarter valued at $836,000. Institutional investors own 94.39% of the company’s stock.

BWX Technologies News Summary

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

• Positive Sentiment: Q4 results and outlook beat expectations: BWXT reported stronger-than-expected Q4 sales and EPS, raised 2026 revenue/outlook commentary and highlighted a record backlog that supports multi-year growth — a clear driver for investor demand. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Backlog and nuclear/defense tailwinds: Management cited a growing $7.3B backlog, wins on naval propulsion, defense enrichment work and expanding commercial nuclear projects (SMRs, CANDU, AP1000) that underpin revenue visibility. BWX Technologies’ Stock Jumps. Its Nuclear Business Is Growing.
• Positive Sentiment: Dividend raised: BWXT announced a quarterly dividend of $0.27 (an ~8% increase), which may attract income-oriented holders and signals confidence in cash flow. (Company release)
• Positive Sentiment: Short interest fell materially: Short interest declined ~15.2% in February to ~2.29M shares (about 2.5% of float), reducing short pressure and the risk of short-driven volatility. (Data report)
• Neutral Sentiment: Analyst estimate revisions mixed but generally supportive: Northland Securities lowered its Q1 estimate slightly but raised Q2/Q3 and issued a FY2027 view of $5.11 EPS — suggesting analysts are modeling continued growth but with timing nuance. BWXT analyst note (MarketBeat)
• Negative Sentiment: Valuation concerns: A Seeking Alpha write-up argues BWXT is now richly valued after a large run-up (cites >100% sector-premium on EV/EBITDA and P/E) and lowers the rating to Hold with a DCF target near current levels — a reason some investors may take profits. BWX Technologies: Time To Wait, Not To Buy

BWX Technologies Stock Up 2.1%

BWX Technologies stock opened at $208.62 on Thursday. The firm has a 50 day simple moving average of $197.09 and a 200 day simple moving average of $187.12. The company has a current ratio of 2.32, a quick ratio of 1.62 and a debt-to-equity ratio of 1.64. BWX Technologies, Inc. has a 1-year low of $84.21 and a 1-year high of $220.57. The firm has a market capitalization of $19.08 billion, a price-to-earnings ratio of 58.44, a P/E/G ratio of 3.05 and a beta of 0.84.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, February 23rd. The technology company reported $1.08 EPS for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The firm had revenue of $885.84 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The business’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same period last year, the company earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, analysts predict that BWX Technologies, Inc. will post 3.23 earnings per share for the current year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.27 per share. This is a boost from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s dividend payout ratio (DPR) is currently 30.03%.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the sale, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on BWXT shares. BNP Paribas Exane began coverage on BWX Technologies in a research note on Thursday, January 15th. They set a “neutral” rating and a $215.00 price target for the company. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. CJS Securities upgraded shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. BTIG Research lifted their target price on shares of BWX Technologies from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Northland Securities set a $225.00 target price on BWX Technologies in a research note on Tuesday, November 4th. Three analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $199.20.

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.