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

Arrowstreet Capital Limited Partnership grew its position in BWX Technologies, Inc. (NYSE:BWXT) by 22.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 567,783 shares of the technology company’s stock after acquiring an additional 102,444 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in BWX Technologies were worth $98,136,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. FORA Capital LLC purchased a new position in shares of BWX Technologies in the 4th quarter valued at about $2,081,000. Kestra Advisory Services LLC lifted its stake in BWX Technologies by 13.1% during the fourth 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. CreativeOne Wealth LLC purchased a new stake in BWX Technologies during the fourth quarter worth approximately $416,000. Parkside Financial Bank & Trust boosted its holdings in BWX Technologies by 45.3% in the fourth quarter. Parkside Financial Bank & Trust now owns 702 shares of the technology company’s stock valued at $121,000 after purchasing an additional 219 shares in the last quarter. Finally, Marshall Wace LLP purchased a new position in BWX Technologies in the fourth quarter valued at approximately $9,203,000. 94.39% of the stock is owned by hedge funds and other institutional investors.

BWX Technologies Stock Up 0.5%

BWXT stock opened at $194.32 on Tuesday. BWX Technologies, Inc. has a one year low of $133.84 and a one year high of $241.82. The stock has a market capitalization of $17.80 billion, a PE ratio of 51.96, a price-to-earnings-growth ratio of 3.19 and a beta of 0.73. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The company has a fifty day moving average of $209.09 and a 200-day moving average of $200.35.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, topping 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 quarter last year, the business earned $0.91 EPS. The business’s revenue was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, analysts expect that BWX Technologies, Inc. will post 4.71 EPS for the current year.

BWX Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th were paid a $0.27 dividend. 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 28.88%.

Insider Buying and Selling at BWX Technologies

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were 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 owned 6,884 shares in the company, valued at approximately $1,440,477. This trade represents a 25.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the firm’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 completion of the sale, the chief executive officer owned 202,491 shares of the company’s stock, valued at $41,472,181.71. This trade represents a 4.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

BWXT has been the topic of a number of research analyst reports. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price objective on the stock. TD Cowen initiated coverage on shares of BWX Technologies in a research report on Thursday, March 12th. They issued a “buy” rating and a $230.00 target price on the stock. Zacks Research cut shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and upped their price objective for the company from $205.00 to $255.00 in a research note on Friday, May 15th. Finally, Bank of America raised 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. Two investment 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 company. Based on data from MarketBeat.com, BWX Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $228.00.

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.