Corient Private Wealth LLC Raises Stock Holdings in BWX Technologies, Inc. $BWXT

Corient Private Wealth LLC lifted its holdings in BWX Technologies, Inc. (NYSE:BWXT) by 28.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,206 shares of the technology company’s stock after acquiring an additional 2,710 shares during the period. Corient Private Wealth LLC’s holdings in BWX Technologies were worth $2,110,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Aventura Private Wealth LLC bought a new stake in shares of BWX Technologies in the 4th quarter valued at approximately $29,000. Strategic Advocates LLC bought a new position in shares of BWX Technologies during the 3rd quarter valued at approximately $32,000. MV Capital Management Inc. bought a new position in shares of BWX Technologies during the 4th quarter valued at approximately $32,000. Strategic Investment Solutions Inc. IL raised its holdings in BWX Technologies by 300.0% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 200 shares of the technology company’s stock valued at $37,000 after buying an additional 150 shares during the period. Finally, WFA of San Diego LLC purchased a new stake in BWX Technologies during the 2nd quarter valued at $29,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Weiss Ratings reiterated a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. Truist Financial increased their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Bank of America raised their target price on shares of BWX Technologies from $230.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, March 25th. Finally, TD Cowen started coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They set a “buy” rating and a $230.00 price target for the company. Two 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and a consensus price target of $228.00.

Insider Buying and Selling

In other news, CEO Rex D. Geveden sold 10,000 shares of the firm’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 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. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies 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 sale, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at $1,440,477. This represents a 25.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.60% of the company’s stock.

BWX Technologies Stock Performance

Shares of BWX Technologies stock opened at $189.04 on Tuesday. The stock’s fifty day moving average is $204.06 and its two-hundred day moving average is $202.13. The company has a market capitalization of $17.32 billion, a PE ratio of 50.55, a price-to-earnings-growth ratio of 3.34 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, 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 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. The company had revenue of $860.22 million for 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 was up 26.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.91 EPS. 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 4.6 earnings per share for the current year.

BWX Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Tuesday, May 19th. BWX Technologies’s dividend payout ratio is currently 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.