MH & Associates Securities Management Corp ADV Makes New $1.57 Million Investment in BWX Technologies, Inc. $BWXT

MH & Associates Securities Management Corp ADV bought a new position in BWX Technologies, Inc. (NYSE:BWXT) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 9,102 shares of the technology company’s stock, valued at approximately $1,573,000.

Other institutional investors have also added to or reduced their stakes in the company. Stratos Wealth Partners LTD. boosted its stake in BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock worth $342,000 after acquiring an additional 67 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after acquiring an additional 69 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its holdings in BWX Technologies by 10.1% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company’s stock worth $135,000 after acquiring an additional 72 shares in the last quarter. Cascade Investment Advisors Inc. boosted its holdings in BWX Technologies by 1.0% in the fourth quarter. Cascade Investment Advisors Inc. now owns 8,884 shares of the technology company’s stock worth $1,536,000 after acquiring an additional 87 shares in the last quarter. Finally, Intrua Financial LLC boosted its holdings in BWX Technologies by 3.6% in the third quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock worth $467,000 after acquiring an additional 89 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on BWXT. Wall Street Zen downgraded BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Wells Fargo & Company began coverage on BWX Technologies in a report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 target price on the stock. TD Cowen started coverage on BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price on the stock. BTIG Research upped their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Finally, Weiss Ratings upgraded shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Three research 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 assigned a Sell rating to the stock. According to data from MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and an average price target of $207.60.

BWX Technologies News Summary

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

• Positive Sentiment: BWXT notified the U.S. Nuclear Regulatory Commission and has begun pre-application engagement to pursue an enrichment license for a new defense nuclear fuel/HEU processing facility adjacent to its Nuclear Fuel Services site in Erwin, TN — BWXT expects to file the formal license application in Q1 2027. This is a major step toward building the nation’s first high‑enriched uranium processing capability in decades and could create a long-term, high-margin revenue stream tied to government defense and fuel contracts. BWXT Begins NRC Engagement on Licensing for a New Defense Nuclear Fuel Facility BWXT Initiates NRC Pre-Application Process for HEU Enrichment Facility in Erwin, Tennessee BWXT plans to apply for uranium enrichment license to build new facility in Erwin
• Neutral Sentiment: Coverage noting BWXT “moving ahead” on the Erwin plan emphasizes the strategic and national-security importance of domestic HEU capability; useful context for investors but largely reiterates the licensing update rather than providing new financial details. BWXT moving ahead on Erwin plan for nation’s 1st high-enriched uranium processing in decades
• Neutral Sentiment: Sector news: OKLO’s push into medical/industrial isotopes highlights broader demand for domestic isotope supply and advanced nuclear capabilities — a positive backdrop for firms in the nuclear supply chain but not a direct BWXT development. OKLO’s Isotope Push Could Support Long-Term Growth Opportunity
• Neutral Sentiment: Several local sports headlines included in the feed are unrelated to BWXT’s business and have no material impact on the stock. D-B outslugs Toppers, while Elizabethton and Karns play to a draw on the pitch

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 13,327 shares of company stock valued at $2,734,844 over the last ninety days. 0.47% of the stock is currently owned by corporate insiders.

BWX Technologies Trading Up 8.2%

Shares of NYSE:BWXT opened at $232.01 on Thursday. The company has a market cap of $21.25 billion, a P/E ratio of 64.99, a PEG ratio of 3.71 and a beta of 0.80. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. BWX Technologies, Inc. has a 1 year low of $91.70 and a 1 year high of $233.17. The stock’s fifty day moving average price is $204.54 and its 200-day moving average price is $195.14.

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

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Wednesday, March 11th. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. BWX Technologies’s dividend payout ratio is currently 30.25%.

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.