4,647 Shares in BWX Technologies, Inc. $BWXT Purchased by Havemeyer Place LP

Havemeyer Place LP purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,647 shares of the technology company’s stock, valued at approximately $803,000.

Several other large investors have also recently added to or reduced their stakes in BWXT. Aventura Private Wealth LLC purchased a new position in BWX Technologies during the fourth quarter worth about $29,000. WFA of San Diego LLC purchased a new position in BWX Technologies during the second quarter worth about $29,000. Strategic Advocates LLC purchased a new position in BWX Technologies during the third quarter worth about $32,000. Tucker Asset Management LLC purchased a new position in BWX Technologies during the fourth quarter worth about $36,000. Finally, Strategic Investment Solutions Inc. IL raised its holdings in BWX Technologies by 300.0% during the third quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock worth $37,000 after purchasing an additional 150 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

BWX Technologies Stock Up 0.8%

Shares of NYSE BWXT opened at $187.44 on Tuesday. BWX Technologies, Inc. has a 12-month low of $128.96 and a 12-month high of $241.82. The company has a market capitalization of $17.17 billion, a PE ratio of 50.12, a price-to-earnings-growth ratio of 3.06 and a beta of 0.73. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The firm’s 50-day moving average is $210.54 and its two-hundred day moving average is $199.78.

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, beating the consensus estimate of $0.92 by $0.20. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The company had revenue of $860.22 million for the quarter, compared to the consensus estimate of $837.47 million. During the same quarter in the prior year, the firm earned $0.91 earnings per share. The company’s revenue for the quarter was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. Equities analysts anticipate that BWX Technologies, Inc. will post 4.71 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s dividend payout ratio is 28.88%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Truist Financial upped their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research report on Monday, May 11th. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 target price on the stock. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Finally, TD Securities assumed coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $228.00.

Insider Activity

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated 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 owned 202,491 shares of the company’s stock, valued at $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction of $505,757.25. Following the transaction, the chief financial officer directly owned 6,884 shares in the company, valued at $1,440,477. The trade was a 25.99% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by corporate insiders.

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.