Artisan Partners Limited Partnership Reduces Position in BWX Technologies, Inc. $BWXT

Artisan Partners Limited Partnership cut its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 8.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,094,914 shares of the technology company’s stock after selling 97,234 shares during the quarter. Artisan Partners Limited Partnership’s holdings in BWX Technologies were worth $189,245,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Wedbush Securities Inc. boosted its holdings in shares of BWX Technologies by 4.3% in the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after purchasing an additional 52 shares during the period. Oppenheimer Asset Management Inc. boosted its holdings in shares of BWX Technologies by 1.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after purchasing an additional 54 shares during the period. Stratos Wealth Partners LTD. boosted its holdings in shares of BWX Technologies by 3.5% in the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock valued at $342,000 after purchasing an additional 67 shares during the period. Corient Private Wealth LLC boosted its holdings in shares of BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after purchasing an additional 69 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC boosted its holdings in shares of BWX Technologies by 10.1% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 783 shares of the technology company’s stock valued at $135,000 after purchasing an additional 72 shares during the period. 94.39% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently issued reports on BWXT shares. TD Cowen assumed coverage on BWX Technologies in a report on Thursday, March 12th. They issued a “buy” rating and a $230.00 price target for the company. Truist Financial boosted their price target on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a report on Monday, May 11th. Wells Fargo & Company assumed coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 price target for the company. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a report on Friday, May 22nd. Finally, Bank of America boosted their price target on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $228.00.

BWX Technologies Trading Up 1.6%

NYSE BWXT opened at $197.14 on Wednesday. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.58. The firm has a market cap of $18.06 billion, a PE ratio of 52.71, a price-to-earnings-growth ratio of 3.19 and a beta of 0.73. The company has a 50 day moving average price of $208.73 and a 200 day moving average price of $200.48. BWX Technologies, Inc. has a 52 week low of $133.84 and a 52 week high of $241.82.

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

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were paid a dividend of $0.27 per share. The ex-dividend date was Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies’s dividend payout ratio is presently 28.88%.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the transaction, the chief executive officer owned 202,491 shares in the company, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed 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 company’s stock in a transaction that occurred 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 transaction, the chief financial officer owned 6,884 shares in the company, valued at $1,440,477. The trade was a 25.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.60% of the company’s stock.

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.