Compass Wealth Management LLC Has $5.88 Million Stock Position in BWX Technologies, Inc. $BWXT

Compass Wealth Management LLC lessened its stake in BWX Technologies, Inc. (NYSE:BWXT) by 10.1% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 31,885 shares of the technology company’s stock after selling 3,565 shares during the quarter. Compass Wealth Management LLC’s holdings in BWX Technologies were worth $5,879,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Creative Financial Designs Inc. ADV raised its position in BWX Technologies by 250.0% during the second quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock worth $25,000 after acquiring an additional 125 shares in the last quarter. Global Trust Asset Management LLC acquired a new position in shares of BWX Technologies during the 3rd quarter worth about $32,000. WFA of San Diego LLC bought a new stake in shares of BWX Technologies in the 2nd quarter valued at about $29,000. Hantz Financial Services Inc. lifted its stake in BWX Technologies by 861.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock valued at $29,000 after purchasing an additional 181 shares during the last quarter. Finally, Quent Capital LLC bought a new position in BWX Technologies during the third quarter worth about $43,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Stock Performance

BWXT opened at $208.98 on Friday. The firm has a market cap of $19.11 billion, a P/E ratio of 62.76, a price-to-earnings-growth ratio of 3.25 and a beta of 0.84. The company has a debt-to-equity ratio of 1.21, a quick ratio of 1.62 and a current ratio of 1.71. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $220.57. The business’s fifty day moving average is $194.52 and its 200-day moving average is $186.20.

Analyst Upgrades and Downgrades

BWXT has been the topic of several research analyst reports. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 26th. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price objective on the stock. Finally, Northland Securities set a $225.00 target price on shares of BWX Technologies in a research note on Tuesday, November 4th. Three equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $199.20.

Insider Buying and Selling at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the transaction, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.47% of the company’s stock.

BWX Technologies Company 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.