Blair William & Co. IL Boosts Position in BWX Technologies, Inc. $BWXT

Blair William & Co. IL lifted its position in BWX Technologies, Inc. (NYSE:BWXT) by 18.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,191,068 shares of the technology company’s stock after purchasing an additional 187,461 shares during the quarter. Blair William & Co. IL owned about 1.30% of BWX Technologies worth $219,597,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BWXT. Artisan Partners Limited Partnership acquired a new stake in shares of BWX Technologies during the 2nd quarter worth approximately $183,859,000. Invesco Ltd. grew its position in BWX Technologies by 139.0% in the second quarter. Invesco Ltd. now owns 1,592,380 shares of the technology company’s stock worth $229,398,000 after acquiring an additional 926,117 shares during the period. Massachusetts Financial Services Co. MA acquired a new stake in BWX Technologies during the second quarter worth $132,498,000. Alkeon Capital Management LLC acquired a new position in shares of BWX Technologies in the 2nd quarter valued at $86,443,000. Finally, Select Equity Group L.P. purchased a new stake in BWX Technologies in the 2nd quarter valued at about $68,902,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CAO Kevin James Gorman sold 1,344 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $214.71, for a total value of $288,570.24. Following the completion of the sale, the chief accounting officer directly owned 114 shares of the company’s stock, valued at $24,476.94. This represents a 92.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 13,327 shares of company stock valued at $2,734,844. Insiders own 0.47% of the company’s stock.

BWX Technologies Price Performance

BWXT stock opened at $195.65 on Friday. The business has a 50 day moving average price of $201.04 and a 200 day moving average price of $188.45. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The stock has a market cap of $17.89 billion, a price-to-earnings ratio of 54.80, a PEG ratio of 3.19 and a beta of 0.83. BWX Technologies, Inc. has a fifty-two week low of $84.21 and a fifty-two week high of $220.57.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The company had revenue of $885.84 million for the quarter, compared to analysts’ expectations of $837.47 million. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter last year, the company earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Equities research analysts anticipate that BWX Technologies, Inc. will post 3.23 earnings per share for the current fiscal year.

BWX Technologies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s payout ratio is presently 28.01%.

Analyst Ratings Changes

Several brokerages have recently commented on BWXT. Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. BTIG Research upped their price target on BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Finally, BNP Paribas Exane assumed coverage on BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price objective on the stock. Three investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $200.45.

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.