Dimensional Fund Advisors LP Has $142.43 Million Stock Holdings in BWX Technologies, Inc. $BWXT

Dimensional Fund Advisors LP trimmed its position in BWX Technologies, Inc. (NYSE:BWXT) by 11.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 696,488 shares of the technology company’s stock after selling 88,932 shares during the quarter. Dimensional Fund Advisors LP’s holdings in BWX Technologies were worth $142,425,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Swiss National Bank increased its stake in shares of BWX Technologies by 0.3% in the 1st quarter. Swiss National Bank now owns 180,800 shares of the technology company’s stock valued at $36,972,000 after purchasing an additional 600 shares during the last quarter. California Public Employees Retirement System raised its stake in BWX Technologies by 1.3% during the first quarter. California Public Employees Retirement System now owns 171,449 shares of the technology company’s stock worth $35,060,000 after acquiring an additional 2,251 shares in the last quarter. Atlas Wealth LLC bought a new position in shares of BWX Technologies in the first quarter worth about $869,000. Future Fund LLC lifted its holdings in shares of BWX Technologies by 168.7% in the first quarter. Future Fund LLC now owns 32,820 shares of the technology company’s stock worth $6,711,000 after acquiring an additional 20,604 shares during the last quarter. Finally, Modera Wealth Management LLC grew its holdings in shares of BWX Technologies by 4.6% during the 1st quarter. Modera Wealth Management LLC now owns 1,757 shares of the technology company’s stock valued at $359,000 after purchasing an additional 77 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at $41,472,181.71. The trade was a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’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 transaction of $505,757.25. Following the completion of the transaction, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. This trade represents a 25.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Truist Financial raised their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research report on Monday, May 11th. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Deutsche Bank Aktiengesellschaft upgraded BWX Technologies from a “hold” rating to a “buy” rating and increased their target price for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of BWX Technologies in a research note on Friday, May 22nd. Finally, Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target on the stock in a report on Monday, June 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $228.00.

BWX Technologies Price Performance

Shares of NYSE:BWXT opened at $174.48 on Monday. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a 52 week low of $143.07 and a 52 week high of $241.82. The firm has a market cap of $15.98 billion, a PE ratio of 46.65, a price-to-earnings-growth ratio of 2.98 and a beta of 0.74. The firm’s fifty day moving average is $191.42 and its 200-day moving average is $202.84.

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

BWX Technologies Announces Dividend

The business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Tuesday, May 19th. BWX Technologies’s dividend payout ratio (DPR) is 28.88%.

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.