Intech Investment Management LLC Raises Stock Holdings in BWX Technologies, Inc. $BWXT

Intech Investment Management LLC lifted its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 22.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 32,668 shares of the technology company’s stock after buying an additional 6,053 shares during the quarter. Intech Investment Management LLC’s holdings in BWX Technologies were worth $5,646,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of BWXT. Alkeon Capital Management LLC increased its holdings in BWX Technologies by 163.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after purchasing an additional 978,000 shares during the period. Invesco Ltd. increased its holdings in BWX Technologies by 60.1% during the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in BWX Technologies during the 3rd quarter worth $163,969,000. Select Equity Group L.P. purchased a new position in BWX Technologies during the 2nd quarter worth $68,902,000. Finally, Orion Porfolio Solutions LLC increased its holdings in BWX Technologies by 1,353.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock worth $52,403,000 after purchasing an additional 338,723 shares during the period. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Stock Down 0.1%

Shares of NYSE BWXT opened at $195.65 on Monday. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58. The stock has a market capitalization of $17.92 billion, a PE ratio of 52.31, a price-to-earnings-growth ratio of 3.23 and a beta of 0.73. The stock’s fifty day simple moving average is $212.98 and its two-hundred day simple moving average is $199.61. BWX Technologies, Inc. has a 12-month low of $123.12 and a 12-month high of $241.82.

BWX Technologies (NYSE:BWXT) last announced its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.20. The business had revenue of $860.22 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business’s revenue for the quarter 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. As a group, analysts expect that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, May 19th. BWX Technologies’s dividend payout ratio (DPR) is 28.88%.

Wall Street Analyst Weigh In

Several research analysts have commented on BWXT shares. TD Securities started coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective on the stock. Zacks Research downgraded BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. TD Cowen started coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. Finally, Truist Financial raised their price objective on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Two investment 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $228.00.

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total value of $2,048,100.00. Following the sale, the chief executive officer directly owned 202,491 shares in the company, valued at $41,472,181.71. This trade represents a 4.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently 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.