BWX Technologies, Inc. $BWXT Shares Sold by Brown Advisory Inc.

Brown Advisory Inc. reduced its stake in shares of BWX Technologies, Inc. (NYSE:BWXT) by 22.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 172,399 shares of the technology company’s stock after selling 49,135 shares during the period. Brown Advisory Inc.’s holdings in BWX Technologies were worth $29,798,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Aigen Investment Management LP acquired a new position in shares of BWX Technologies during the 4th quarter worth approximately $225,000. Arrowstreet Capital Limited Partnership raised its position in shares of BWX Technologies by 22.0% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 567,783 shares of the technology company’s stock worth $98,136,000 after purchasing an additional 102,444 shares during the last quarter. FORA Capital LLC acquired a new position in shares of BWX Technologies during the 4th quarter worth approximately $2,081,000. Kestra Advisory Services LLC raised its position in shares of BWX Technologies by 13.1% during the 4th quarter. Kestra Advisory Services LLC now owns 4,217 shares of the technology company’s stock worth $729,000 after purchasing an additional 489 shares during the last quarter. Finally, CreativeOne Wealth LLC acquired a new position in shares of BWX Technologies during the 4th quarter worth approximately $416,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Stock Up 0.5%

Shares of NYSE BWXT opened at $194.32 on Tuesday. BWX Technologies, Inc. has a 52-week low of $133.84 and a 52-week high of $241.82. The firm has a fifty day moving average of $209.09 and a 200-day moving average of $200.35. The stock has a market capitalization of $17.80 billion, a PE ratio of 51.96, a P/E/G ratio of 3.19 and a beta of 0.73. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58.

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

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Tuesday, May 19th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s dividend payout ratio is 28.88%.

Insiders Place Their Bets

In related news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the sale, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts recently issued reports on BWXT shares. Wells Fargo & Company started coverage on BWX Technologies in a research report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective for the company. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and boosted their price target for the company from $205.00 to $255.00 in a report on Friday, May 15th. Zacks Research downgraded BWX Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, May 11th. BTIG Research boosted their price target on BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Finally, Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $228.00.

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.