BWX Technologies, Inc. $BWXT Shares Purchased by Torray Investment Partners LLC

Torray Investment Partners LLC grew its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 31.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,585 shares of the technology company’s stock after purchasing an additional 3,952 shares during the quarter. Torray Investment Partners LLC’s holdings in BWX Technologies were worth $2,272,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Cannell & Spears LLC boosted its holdings in shares of BWX Technologies by 4.0% in the 1st quarter. Cannell & Spears LLC now owns 1,312 shares of the technology company’s stock worth $251,000 after buying an additional 50 shares during the last quarter. Private Advisor Group LLC grew its position in BWX Technologies by 2.4% during the first quarter. Private Advisor Group LLC now owns 2,847 shares of the technology company’s stock valued at $582,000 after buying an additional 67 shares during the period. Modera Wealth Management LLC increased its holdings in BWX Technologies by 4.6% during the first quarter. Modera Wealth Management LLC now owns 1,757 shares of the technology company’s stock worth $359,000 after buying an additional 77 shares during the last quarter. IFP Advisors Inc increased its holdings in BWX Technologies by 3.3% during the second quarter. IFP Advisors Inc now owns 2,442 shares of the technology company’s stock worth $475,000 after buying an additional 79 shares during the last quarter. Finally, Chicago Partners Investment Group LLC increased its holdings in BWX Technologies by 7.2% during the first quarter. Chicago Partners Investment Group LLC now owns 1,244 shares of the technology company’s stock worth $273,000 after buying an additional 84 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors.

Trending Headlines about BWX Technologies

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

• Positive Sentiment: Adjusted earnings were $1.26 per share, above the $1.19 analyst consensus and up from $1.00 a year earlier. Management cited strong earnings performance, operational execution and cash generation. BWX Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Management sees stronger earnings growth in 2027, citing improving margins in government work and expanding nuclear demand—potential support for future earnings. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized (about a 0.8% yield). The payment is scheduled for December 10 to shareholders of record November 19. BWX Technologies dividend information
• Negative Sentiment: Revenue of $952.97 million missed analysts’ $970.52 million estimate, despite rising 10% year over year. Reports also flagged slowing revenue momentum and a delayed new-build order, which could weigh on near-term expectations and help explain why the stock remains near its lows. BWXT Beats On Margins and Sets a Firmer 2027 Outlook

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the sale, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 company insiders.

BWX Technologies Stock Performance

Shares of BWXT opened at $131.93 on Wednesday. BWX Technologies, Inc. has a 1 year low of $123.05 and a 1 year high of $241.82. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The stock’s fifty day moving average price is $142.64 and its two-hundred day moving average price is $184.04. The firm has a market cap of $12.09 billion, a PE ratio of 32.33, a PEG ratio of 1.84 and a beta of 0.75.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, November 2nd. The technology company reported $1.26 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.07. The company had revenue of $952.97 million during the quarter, compared to the consensus estimate of $970.52 million. BWX Technologies had a return on equity of 32.48% and a net margin of 10.41%. The firm’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.00 EPS. On average, equities research analysts forecast that BWX Technologies, Inc. will post 4.75 EPS for the current year.

BWX Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, November 19th. BWX Technologies’s payout ratio is currently 27.98%.

Analyst Upgrades and Downgrades

Several brokerages have commented on BWXT. Truist Financial lowered their price objective on shares of BWX Technologies from $202.00 to $182.00 and set a “hold” rating on the stock in a research report on Tuesday, October 6th. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. BTIG Research restated a “buy” rating and set a $235.00 price target on shares of BWX Technologies in a research note on Wednesday, September 30th. BNP Paribas Exane decreased their price target on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a research note on Thursday, September 24th. Finally, Citigroup reaffirmed an “outperform” rating on shares of BWX Technologies in a report on Wednesday, September 30th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, BWX Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $205.00.

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.