Tema ETFs LLC Purchases 25,368 Shares of BWX Technologies, Inc. $BWXT

Tema ETFs LLC raised its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 45.5% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 81,179 shares of the technology company’s stock after purchasing an additional 25,368 shares during the quarter. Tema ETFs LLC’s holdings in BWX Technologies were worth $15,801,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Goldman Sachs Group Inc. boosted its stake in shares of BWX Technologies by 0.3% during the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after purchasing an additional 371 shares during the period. Caxton Associates LLP purchased a new position in BWX Technologies in the 1st quarter worth about $304,000. Flow Traders U.S. LLC bought a new stake in BWX Technologies during the 2nd quarter valued at about $404,000. NewEdge Advisors LLC lifted its holdings in BWX Technologies by 670.0% during the 2nd quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock valued at $1,013,000 after buying an additional 6,117 shares in the last quarter. Finally, Sei Investments Co. boosted its position in BWX Technologies by 44.9% in the 2nd quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock valued at $37,018,000 after buying an additional 79,646 shares during the period. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

BWXT has been the topic of a number of research reports. Weiss Ratings lowered shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 29th. Truist Financial boosted their price target on BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a report on Monday, June 22nd. JPMorgan Chase & Co. started coverage on BWX Technologies in a research report on Monday, July 27th. They set an “overweight” rating and a $230.00 target price for the company. Finally, Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday. Two investment 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 company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $228.20.

BWX Technologies Price Performance

Shares of BWXT opened at $169.99 on Wednesday. The company has a 50 day moving average price of $184.32 and a 200-day moving average price of $199.75. BWX Technologies, Inc. has a fifty-two week low of $157.10 and a fifty-two week high of $241.82. The stock has a market capitalization of $15.57 billion, a PE ratio of 44.04, a PEG ratio of 2.64 and a beta of 0.76. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03. The company had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. BWX Technologies’s revenue was up 18.0% compared to the same quarter last year. During the same period last year, the company posted $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities analysts predict that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is presently 27.98%.

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.