King Luther Capital Management Corp Boosts Stake in BWX Technologies, Inc. $BWXT

King Luther Capital Management Corp grew its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 7.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 247,717 shares of the technology company’s stock after buying an additional 17,101 shares during the quarter. King Luther Capital Management Corp’s holdings in BWX Technologies were worth $42,815,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Aventura Private Wealth LLC purchased a new stake in shares of BWX Technologies during the 4th quarter valued at $29,000. WFA of San Diego LLC purchased a new stake in shares of BWX Technologies during the 2nd quarter valued at $29,000. Strategic Advocates LLC bought a new position in shares of BWX Technologies during the 3rd quarter valued at $32,000. Tucker Asset Management LLC bought a new position in shares of BWX Technologies during the 4th quarter valued at $36,000. Finally, Strategic Investment Solutions Inc. IL grew its holdings in shares of BWX Technologies by 300.0% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after purchasing an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on BWXT shares. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Truist Financial increased their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BWX Technologies in a report on Friday. Finally, Bank of America increased their target price on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $228.00.

Insiders Place Their Bets

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. This trade represents a 25.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the sale, the chief executive officer directly owned 202,491 shares in the company, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,761 shares of company stock valued at $2,842,427 in the last quarter. Insiders own 0.60% of the company’s stock.

BWX Technologies Price Performance

BWXT stock opened at $204.48 on Wednesday. The firm has a market cap of $18.73 billion, a P/E ratio of 54.67, a P/E/G ratio of 3.34 and a beta of 0.78. BWX Technologies, Inc. has a 52 week low of $120.56 and a 52 week high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The firm’s fifty day moving average is $213.54 and its 200 day moving average is $199.56.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.92 by $0.20. The business had revenue of $860.22 million for the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The company’s revenue was up 26.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Research analysts predict that BWX Technologies, Inc. will post 4.71 earnings per share for the current year.

BWX Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s dividend payout ratio (DPR) is 28.88%.

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.