Blair William & Co. IL Increases Stock Position in BWX Technologies, Inc. $BWXT

Blair William & Co. IL lifted its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 18.7% during the third quarter, Holdings Channel reports. The institutional investor owned 1,191,068 shares of the technology company’s stock after purchasing an additional 187,461 shares during the quarter. Blair William & Co. IL’s holdings in BWX Technologies were worth $219,597,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of BWXT. Corient Private Wealth LLC lifted its holdings in BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after acquiring an additional 69 shares during the period. HHM Wealth Advisors LLC grew its stake in shares of BWX Technologies by 17.9% during the 2nd quarter. HHM Wealth Advisors LLC now owns 460 shares of the technology company’s stock worth $66,000 after purchasing an additional 70 shares during the period. JT Stratford LLC grew its stake in shares of BWX Technologies by 2.5% during the 2nd quarter. JT Stratford LLC now owns 2,927 shares of the technology company’s stock worth $422,000 after purchasing an additional 72 shares during the period. Intrua Financial LLC increased its holdings in shares of BWX Technologies by 3.6% in the 3rd quarter. Intrua Financial LLC now owns 2,531 shares of the technology company’s stock valued at $467,000 after purchasing an additional 89 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its holdings in shares of BWX Technologies by 23.8% in the 3rd quarter. Parkside Financial Bank & Trust now owns 483 shares of the technology company’s stock valued at $89,000 after purchasing an additional 93 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on BWXT shares. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a report on Friday, December 12th. Bank of America lifted their price target on shares of BWX Technologies from $220.00 to $230.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. BTIG Research upped their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Finally, BNP Paribas Exane assumed coverage on BWX Technologies in a report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $200.45.

Insider Transactions at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CAO Kevin James Gorman sold 1,344 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $214.71, for a total value of $288,570.24. Following the sale, the chief accounting officer directly owned 114 shares in the company, valued at approximately $24,476.94. The trade was a 92.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,327 shares of company stock valued at $2,734,844 over the last three months. 0.47% of the stock is currently owned by insiders.

BWX Technologies Stock Up 0.1%

Shares of NYSE BWXT opened at $195.65 on Friday. BWX Technologies, Inc. has a 12-month low of $84.21 and a 12-month high of $220.57. The company has a market capitalization of $17.89 billion, a PE ratio of 54.80, a price-to-earnings-growth ratio of 3.19 and a beta of 0.83. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25. The firm’s 50-day moving average is $201.04 and its two-hundred day moving average is $188.45.

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

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.6%. BWX Technologies’s dividend payout ratio (DPR) is 28.01%.

BWX Technologies 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.