Atlas Wealth LLC Makes New $869,000 Investment in BWX Technologies, Inc. $BWXT

Atlas Wealth LLC acquired a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 4,251 shares of the technology company’s stock, valued at approximately $869,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Future Fund LLC grew its stake in BWX Technologies by 168.7% during the 1st quarter. Future Fund LLC now owns 32,820 shares of the technology company’s stock valued at $6,711,000 after purchasing an additional 20,604 shares in the last quarter. Modera Wealth Management LLC boosted its stake 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 buying an additional 77 shares during the last quarter. Bessemer Group Inc. grew its position in shares of BWX Technologies by 1.9% during the first quarter. Bessemer Group Inc. now owns 626,109 shares of the technology company’s stock worth $128,035,000 after buying an additional 11,526 shares in the last quarter. Wealthfront Advisers LLC bought a new stake in shares of BWX Technologies in the first quarter worth $218,000. Finally, D.A. Davidson & CO. bought a new position in BWX Technologies during the 1st quarter valued at $227,000. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

BWX Technologies Price Performance

Shares of BWX Technologies stock opened at $171.52 on Friday. The stock has a market capitalization of $15.71 billion, a price-to-earnings ratio of 45.86, a PEG ratio of 2.96 and a beta of 0.74. The firm has a fifty day simple moving average of $194.86 and a 200-day simple moving average of $202.81. BWX Technologies, Inc. has a 1-year low of $136.18 and a 1-year high of $241.82. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58.

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, topping the consensus estimate of $0.92 by $0.20. BWX Technologies had a return on equity of 31.33% and a net margin of 10.20%.The business had revenue of $860.22 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same quarter in the previous year, the firm earned $0.91 EPS. The firm’s revenue was up 26.1% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, sell-side 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 disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Tuesday, May 19th were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, May 19th. BWX Technologies’s payout ratio is presently 28.88%.

Insider Buying and Selling at BWX Technologies

In related news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the firm’s stock in a transaction 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 sale, the chief financial officer directly owned 6,884 shares of the company’s stock, valued at $1,440,477. This trade represents a 25.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

BWXT has been the subject of several research reports. Wells Fargo & Company began coverage on BWX Technologies in a research report on Wednesday, April 1st. They issued an “underweight” rating and a $200.00 target price for the company. Bank of America lifted their target price on BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and lifted their price objective for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Weiss Ratings restated a “buy (b-)” rating on shares of BWX Technologies in a research report on Friday, May 22nd. Finally, Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a research note on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, BWX Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $228.00.

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.