BWX Technologies, Inc. $BWXT Shares Sold by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership trimmed its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 13.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 491,360 shares of the technology company’s stock after selling 76,423 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in BWX Technologies were worth $100,478,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of BWX Technologies during the 4th quarter worth approximately $9,754,000. Massachusetts Financial Services Co. MA grew its stake in BWX Technologies by 18.7% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,375,740 shares of the technology company’s stock valued at $237,783,000 after acquiring an additional 216,707 shares during the period. MGO One Seven LLC increased its holdings in BWX Technologies by 354.7% in the 4th quarter. MGO One Seven LLC now owns 17,695 shares of the technology company’s stock worth $3,058,000 after acquiring an additional 13,803 shares in the last quarter. Intech Investment Management LLC increased its holdings in BWX Technologies by 22.7% in the 4th quarter. Intech Investment Management LLC now owns 32,668 shares of the technology company’s stock worth $5,646,000 after acquiring an additional 6,053 shares in the last quarter. Finally, Oak Thistle LLC raised its position in BWX Technologies by 266.3% during the fourth quarter. Oak Thistle LLC now owns 6,836 shares of the technology company’s stock worth $1,182,000 after acquiring an additional 4,970 shares during the period. 94.39% of the stock is owned by institutional investors and hedge funds.

BWX Technologies Trading Down 1.2%

NYSE BWXT opened at $174.48 on Friday. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. The stock has a market capitalization of $15.98 billion, a P/E ratio of 46.65, a PEG ratio of 2.98 and a beta of 0.74. The firm’s 50-day moving average is $191.42 and its two-hundred day moving average is $202.74. BWX Technologies, Inc. has a 12 month low of $143.07 and a 12 month high of $241.82.

BWX Technologies (NYSE:BWXT) last posted its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $0.92 by $0.20. The firm had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.91 EPS. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, sell-side analysts anticipate that BWX Technologies, Inc. will post 4.6 earnings per share for the current year.

BWX Technologies Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on BWXT. Deutsche Bank Aktiengesellschaft raised shares of BWX Technologies from a “hold” rating to a “buy” rating and boosted their target price for the stock from $205.00 to $255.00 in a research note on Friday, May 15th. Wells Fargo & Company began coverage on shares of BWX Technologies in a research note on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price target on the stock. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a report on Monday, June 22nd. Truist Financial boosted their price objective on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a research note on Monday, May 11th. Finally, Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $228.00.

Insiders Place Their Bets

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at approximately $1,440,477. This represents a 25.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 value of $2,048,100.00. Following the sale, the chief executive officer directly owned 202,491 shares in the company, valued at $41,472,181.71. This represents a 4.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% 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.