Artisan Partners Limited Partnership Decreases Stock Holdings in BWX Technologies, Inc. $BWXT

Artisan Partners Limited Partnership lowered its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 6.6% during the third quarter, Holdings Channel.com reports. The firm owned 1,192,148 shares of the technology company’s stock after selling 84,119 shares during the quarter. Artisan Partners Limited Partnership’s holdings in BWX Technologies were worth $219,796,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in BWXT. Corient Private Wealth LLC boosted its holdings in shares of BWX Technologies by 1.2% in the 2nd quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after buying an additional 69 shares in the last quarter. HHM Wealth Advisors LLC lifted its position in BWX Technologies by 17.9% during the second quarter. HHM Wealth Advisors LLC now owns 460 shares of the technology company’s stock valued at $66,000 after acquiring an additional 70 shares during the last quarter. JT Stratford LLC boosted its stake in BWX Technologies by 2.5% in the second quarter. JT Stratford LLC now owns 2,927 shares of the technology company’s stock valued at $422,000 after acquiring an additional 72 shares in the last quarter. Intrua Financial LLC boosted its stake in BWX Technologies by 3.6% in the third quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock valued at $467,000 after acquiring an additional 89 shares in the last quarter. Finally, Parkside Financial Bank & Trust grew its holdings in BWX Technologies by 23.8% in the third quarter. Parkside Financial Bank & Trust now owns 483 shares of the technology company’s stock worth $89,000 after purchasing an additional 93 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors.

BWX Technologies Stock Down 0.4%

NYSE:BWXT opened at $207.35 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 1.62. The company’s fifty day moving average price is $197.82 and its 200-day moving average price is $187.26. BWX Technologies, Inc. has a 1-year low of $84.21 and a 1-year high of $220.57. The firm has a market capitalization of $18.96 billion, a P/E ratio of 58.08, a PEG ratio of 3.09 and a beta of 0.84.

BWX Technologies (NYSE:BWXT) last posted its earnings results on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. The company had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm’s quarterly revenue was up 18.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, equities research analysts anticipate that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Wednesday, March 11th will be issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.5%. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. BWX Technologies’s dividend payout ratio is 30.03%.

Trending Headlines about BWX Technologies

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

• Positive Sentiment: Q4 beat and stronger outlook: BWXT reported stronger-than-expected Q4 results, solid full‑year 2025 results and raised 2026 revenue/earnings visibility, underpinning the company’s growth narrative and multi‑year backlog. Stronger-Than-Expected 2025 Results
• Positive Sentiment: Analyst target-price bump: BTIG raised its price target to $235 and maintained a Buy rating, signaling ~13% upside from current levels and supporting constructive sentiment. BTIG Price Target Raise
• Positive Sentiment: Estimate upgrades from Northland: Northland Securities increased near‑term quarterly EPS forecasts and lifted FY2026 and FY2027 estimates (e.g., FY2026 to ~$4.61), reflecting stronger expected earnings trajectory. Northland Securities Estimates
• Positive Sentiment: Falling short interest: Short interest declined ~15% in February (now ~2.5% of float), reducing immediate bearish positioning and the risk of further downside from short-covering reversals.
• Neutral Sentiment: Media roundup: Coverage from Zacks and other outlets highlighted BWXT among top Q4 EPS beaters, increasing visibility but not adding new fundamental information. Zacks Coverage
• Negative Sentiment: Valuation concerns and downgrade to Hold: A Seeking Alpha note argues shares look overvalued after a >100% rally, cuts its rating to Hold with a DCF target near $206 — highlighting limited near‑term upside and anchoring bearish sentiment. Seeking Alpha Valuation Note

Insiders Place Their Bets

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 stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the company. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Weiss Ratings upgraded BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday. BNP Paribas Exane started coverage on BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target for the company. Bank of America upped their price objective on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Finally, Truist Financial set a $205.00 price objective on shares of BWX Technologies in a research report on Friday, January 9th. Three research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $200.45.

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.