ARS Investment Partners LLC Makes New Investment in BWX Technologies, Inc. $BWXT

ARS Investment Partners LLC purchased a new position in BWX Technologies, Inc. (NYSE:BWXT) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 23,537 shares of the technology company’s stock, valued at approximately $4,340,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vontobel Holding Ltd. lifted its stake in BWX Technologies by 14.7% during the 3rd quarter. Vontobel Holding Ltd. now owns 4,045 shares of the technology company’s stock valued at $746,000 after acquiring an additional 518 shares in the last quarter. GLOBALT Investments LLC GA bought a new stake in BWX Technologies during the third quarter valued at $670,000. Farther Finance Advisors LLC grew its stake in BWX Technologies by 444.2% in the 3rd quarter. Farther Finance Advisors LLC now owns 2,770 shares of the technology company’s stock worth $511,000 after buying an additional 2,261 shares in the last quarter. HBK Sorce Advisory LLC bought a new position in BWX Technologies in the third quarter valued at $222,000. Finally, Exchange Traded Concepts LLC lifted its position in BWX Technologies by 44.6% in the 3rd quarter. Exchange Traded Concepts LLC now owns 63,285 shares of the technology company’s stock worth $11,668,000 after buying an additional 19,508 shares during the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $197.90, for a total value of $1,979,000.00. Following the sale, the chief executive officer owned 187,594 shares in the company, valued at $37,124,852.60. The trade was a 5.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.47% of the stock is currently owned by insiders.

BWX Technologies Stock Performance

NYSE:BWXT opened at $178.15 on Thursday. BWX Technologies, Inc. has a 52-week low of $84.21 and a 52-week high of $218.50. The firm has a market capitalization of $16.29 billion, a PE ratio of 53.50, a P/E/G ratio of 3.48 and a beta of 0.85. The stock has a 50-day simple moving average of $187.13 and a two-hundred day simple moving average of $170.15. The company has a debt-to-equity ratio of 1.21, a quick ratio of 1.62 and a current ratio of 1.71.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, November 3rd. The technology company reported $1.00 earnings per share for the quarter, topping analysts’ consensus estimates of $0.85 by $0.15. The business had revenue of $866.29 million during the quarter, compared to analyst estimates of $795.48 million. BWX Technologies had a net margin of 10.04% and a return on equity of 30.70%. The company’s revenue was up 28.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.83 earnings per share. BWX Technologies has set its FY 2025 guidance at 3.750-3.800 EPS. Analysts forecast that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Wednesday, November 19th were issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, November 19th. BWX Technologies’s dividend payout ratio (DPR) is 30.03%.

Analyst Upgrades and Downgrades

BWXT has been the subject of several analyst reports. Wedbush restated an “outperform” rating on shares of BWX Technologies in a research report on Wednesday, October 1st. Truist Financial raised their target price on shares of BWX Technologies from $173.00 to $200.00 and gave the stock a “hold” rating in a research report on Tuesday, November 4th. Bank of America increased their price objective on BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. CJS Securities upgraded BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Finally, Northland Capmk upgraded shares of BWX Technologies to a “strong-buy” rating in a report on Tuesday, September 9th. Three analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $196.23.

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.