355,136 Shares in BWX Technologies, Inc. $BWXT Bought by Segra Capital Management LLC

Segra Capital Management LLC purchased a new position in shares of BWX Technologies, Inc. (NYSE:BWXT) in the 3rd quarter, HoldingsChannel reports. The firm purchased 355,136 shares of the technology company’s stock, valued at approximately $48,654,000. BWX Technologies accounts for about 4.9% of Segra Capital Management LLC’s portfolio, making the stock its 5th biggest holding.

Several other large investors also recently modified their holdings of BWXT. Byrne Asset Management LLC acquired a new position in BWX Technologies in the third quarter valued at $34,000. Stonebridge Financial Group LLC grew its holdings in BWX Technologies by 3.9% during the 3rd quarter. Stonebridge Financial Group LLC now owns 43,904 shares of the technology company’s stock worth $6,015,000 after acquiring an additional 1,636 shares during the period. QRG Capital Management Inc. raised its position in shares of BWX Technologies by 14.2% in the 2nd quarter. QRG Capital Management Inc. now owns 2,807 shares of the technology company’s stock worth $546,000 after acquiring an additional 348 shares in the last quarter. Envestnet Portfolio Solutions Inc. lifted its stake in shares of BWX Technologies by 3.9% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,935 shares of the technology company’s stock valued at $1,350,000 after purchasing an additional 260 shares during the period. Finally, Security National Bank of SO Dak bought a new stake in shares of BWX Technologies during the 2nd quarter valued at about $29,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Stock Up 8.5%

BWXT stock traded up $11.44 during midday trading on Tuesday, reaching $146.79. 944,673 shares of the company’s stock traded hands, compared to its average volume of 1,042,050. The company has a market cap of $13.45 billion, a price-to-earnings ratio of 38.03, a P/E/G ratio of 2.06 and a beta of 0.74. The firm’s fifty day moving average price is $155.37 and its 200-day moving average price is $185.67. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. BWX Technologies, Inc. has a 52 week low of $131.86 and a 52 week high of $241.82.

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 analysts’ consensus estimates of $1.04 by $0.03. The firm had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The business’s revenue was up 18.0% on a year-over-year basis. During the same period last year, the company earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, sell-side analysts forecast that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is currently 27.98%.

BWX Technologies News Summary

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

• Positive Sentiment: New Canadian microreactor project: Prodigy Clean Energy, Pabineau First Nation and Eel River Bar First Nation selected BWXT’s BANR microreactor technology for a proposed transportable nuclear power plant in Belledune, New Brunswick. The project could feature up to 50 megawatts of electric capacity and expands BWXT’s commercial nuclear opportunity beyond its established U.S. Navy business. BWXT’s BANR Microreactor Chosen for Canadian Transportable Nuclear Power Plant Project
• Positive Sentiment: Navy fuel deal adds support: BWXT reportedly won a U.S. Navy fuel contract, highlighting continued demand from its core defense business. The Navy’s long-term nuclear propulsion requirements provide recurring revenue visibility and may help offset the longer development timelines associated with commercial nuclear projects. BWXT wins Navy fuel deal as BWX Technologies stock gets Buy
• Positive Sentiment: Analysts see substantial growth potential: A recent bullish analysis points to a backlog exceeding $8.4 billion and forecasts high-teens commercial revenue growth and more than 20% EBITDA growth through 2030. Those expectations support the view that BWXT’s commercial nuclear, special materials and advanced-fuel businesses could become significant growth engines. BWX Technologies: This Nuclear Growth Engine Is Still Underestimated
• Neutral Sentiment: Stock remains volatile: BWXT recently reached a new 52-week low and has experienced a roughly 27% pullback. The decline reflects investor concern about volatility in defense and nuclear-related shares rather than a clearly reported deterioration in the company’s operating results. BWX Technologies Reaches New 52-Week Low
• Negative Sentiment: Execution and valuation risks remain: BWXT trades at a relatively elevated earnings multiple, while the bullish growth outlook depends on successfully delivering new reactors, contracts and commercial nuclear projects. Delays, cost overruns or slower contract conversion could limit any recovery in the stock.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the sale, the chief executive officer owned 192,491 shares in the company, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

BWXT has been the subject of a number of research analyst reports. Truist Financial lowered their target price on BWX Technologies from $202.00 to $182.00 and set a “hold” rating for the company in a report on Tuesday. BTIG Research reaffirmed a “buy” rating and set a $235.00 price objective on shares of BWX Technologies in a research report on Wednesday, September 30th. Citigroup reiterated an “outperform” rating on shares of BWX Technologies in a research note on Wednesday, September 30th. Guggenheim restated a “buy” rating and issued a $192.00 price target on shares of BWX Technologies in a report on Wednesday, September 30th. Finally, JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $208.33.

About BWX Technologies

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.