Barclays PLC Has $31.31 Million Stock Position in BWX Technologies, Inc. $BWXT

Barclays PLC increased its position in shares of BWX Technologies, Inc. (NYSE:BWXT) by 10.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 169,811 shares of the technology company’s stock after purchasing an additional 16,101 shares during the period. Barclays PLC owned about 0.19% of BWX Technologies worth $31,308,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in BWXT. Goldman Sachs Group Inc. increased its position in shares of BWX Technologies by 0.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock worth $13,977,000 after purchasing an additional 371 shares in the last quarter. Caxton Associates LLP bought a new stake in shares of BWX Technologies during the first quarter worth $304,000. Resona Asset Management Co. Ltd. bought a new stake in BWX Technologies during the 2nd quarter worth about $340,000. Penserra Capital Management LLC acquired a new position in BWX Technologies in the second quarter valued at approximately $233,000. Finally, Prospera Financial Services Inc lifted its stake in shares of BWX Technologies by 14.9% in the 2nd quarter. Prospera Financial Services Inc now owns 6,807 shares of the technology company’s stock valued at $981,000 after purchasing an additional 884 shares during the period. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies Stock Performance

Shares of BWX Technologies stock opened at $195.86 on Wednesday. The company’s fifty day moving average is $201.97 and its 200 day moving average is $189.26. BWX Technologies, Inc. has a twelve month low of $84.21 and a twelve month high of $220.57. The stock has a market cap of $17.91 billion, a price-to-earnings ratio of 54.86, a P/E/G ratio of 3.27 and a beta of 0.83. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT) last issued its earnings results 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 business had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The firm’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same period in the previous year, the company posted $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Sell-side analysts forecast that BWX Technologies, Inc. will post 3.23 EPS for the current year.

BWX Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.6%. This is a positive change from BWX Technologies’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Wednesday, March 11th. BWX Technologies’s dividend payout ratio is currently 28.01%.

Insiders Place Their Bets

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total value of $413,673.63. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 13,327 shares of company stock valued at $2,734,844 over the last ninety days. 0.47% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on BWXT. Weiss Ratings raised BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. BTIG Research increased their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Zacks Research upgraded BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. Bank of America boosted their price objective on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Finally, BNP Paribas Exane assumed coverage on BWX Technologies in a research note on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target on the stock. Three analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and a consensus 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.