Andar Capital Management HK Ltd Takes Position in BWX Technologies, Inc. $BWXT

Andar Capital Management HK Ltd purchased a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 7,220 shares of the technology company’s stock, valued at approximately $1,248,000. BWX Technologies accounts for 1.3% of Andar Capital Management HK Ltd’s holdings, making the stock its 13th largest position.

Several other hedge funds and other institutional investors have also recently modified their holdings of BWXT. Goldman Sachs Group Inc. increased its position in shares of BWX Technologies by 0.3% during the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock valued at $13,977,000 after buying an additional 371 shares during the period. Caxton Associates LLP bought a new stake in shares of BWX Technologies during the first quarter valued at about $304,000. Flow Traders U.S. LLC bought a new stake in shares of BWX Technologies during the second quarter valued at about $404,000. NewEdge Advisors LLC increased its position in shares of BWX Technologies by 670.0% during the second quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock valued at $1,013,000 after buying an additional 6,117 shares during the period. Finally, Sei Investments Co. increased its position in shares of BWX Technologies by 44.9% during the second quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock valued at $37,018,000 after buying an additional 79,646 shares during the period. 94.39% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Bank of America boosted their price objective on BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, March 25th. Truist Financial boosted their price objective on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Zacks Research lowered BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. Finally, TD Cowen assumed coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $228.00.

Insiders Place Their Bets

In other BWX Technologies news, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the sale, the chief accounting officer owned 114 shares of the company’s stock, valued at $24,476.94. This represents a 92.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $209.25, for a total value of $505,757.25. Following the completion of the sale, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at approximately $1,440,477. This represents a 25.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 13,761 shares of company stock valued at $2,842,427 over the last quarter. 0.60% of the stock is owned by corporate insiders.

BWX Technologies Stock Up 0.1%

Shares of BWXT opened at $199.24 on Friday. The firm has a market cap of $18.25 billion, a P/E ratio of 53.27, a P/E/G ratio of 3.28 and a beta of 0.78. The stock has a 50 day simple moving average of $213.25 and a two-hundred day simple moving average of $199.63. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a 1 year low of $123.12 and a 1 year high of $241.82.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.20. The business had revenue of $860.22 million during the quarter, compared to analyst estimates of $837.47 million. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.BWX Technologies’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, analysts forecast that BWX Technologies, Inc. will post 4.71 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th will be paid a $0.27 dividend. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.08 annualized dividend and a yield of 0.5%. BWX Technologies’s dividend payout ratio is currently 28.88%.

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.