Nisa Investment Advisors LLC Purchases 4,500 Shares of BWX Technologies, Inc. $BWXT

Nisa Investment Advisors LLC increased its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT) by 102.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,896 shares of the technology company’s stock after buying an additional 4,500 shares during the quarter. Nisa Investment Advisors LLC’s holdings in BWX Technologies were worth $1,538,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in BWXT. Goldman Sachs Group Inc. raised its position in shares of BWX Technologies by 0.3% during the first 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 during the period. Caxton Associates LLP bought a new position in shares of BWX Technologies during the 1st quarter valued at about $304,000. Choreo LLC acquired a new position in shares of BWX Technologies in the 2nd quarter valued at approximately $216,000. Panagora Asset Management Inc. bought a new stake in BWX Technologies during the 2nd quarter worth approximately $298,000. Finally, CW Advisors LLC increased its stake in BWX Technologies by 169.5% during the 2nd quarter. CW Advisors LLC now owns 5,940 shares of the technology company’s stock worth $856,000 after purchasing an additional 3,736 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors.

BWX Technologies Trading Down 0.1%

NYSE:BWXT opened at $214.86 on Friday. BWX Technologies, Inc. has a twelve month low of $84.21 and a twelve month high of $222.29. 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 business has a 50 day moving average price of $203.98 and a two-hundred day moving average price of $194.12. The company has a market cap of $19.68 billion, a P/E ratio of 60.19, a price-to-earnings-growth ratio of 3.71 and a beta of 0.80.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.91 by $0.17. The company had revenue of $885.84 million for the quarter, compared to the consensus estimate 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 was up 18.7% compared to the same quarter last year. During the same period last year, the company earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. As a group, analysts expect that BWX Technologies, Inc. will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.5%. The ex-dividend date was Wednesday, March 11th. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. BWX Technologies’s dividend payout ratio (DPR) is presently 30.25%.

Key BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Won a major U.S. naval nuclear fuel contract and announced a partnership with Liburdi GAPCO to advance welding technology — both expand BWXT’s role in the Navy supply chain and support longer-term, higher-margin backlog and cash flow visibility. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Reported a beat on earnings and revenue, raised FY‑2026 guidance and increased the dividend — these items support earnings momentum and shareholder returns that typically attract institutional buyers. BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
• Positive Sentiment: Sector narratives are favorable: analysts and thematic pieces highlight nuclear and SMR exposure as beneficiaries of rising power demand (data centers, policy support), helping investor interest in BWXT. Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
• Neutral Sentiment: Valuation and momentum questions: the stock has jumped materially over the past year (~127% 1‑yr gain) — some investors see entrenched growth, others see rich multiples that temper upside from here. Is It Too Late To Consider BWX Technologies (BWXT) After Its 1-Year 126.8% Surge?
• Neutral Sentiment: Comparisons within the nuclear universe (e.g., NuScale) highlight different risk/reward profiles — BWXT is more established in defense fuel and services vs. SMR pure-plays, which matters for portfolio fit rather than immediate price direction. NuScale Power vs. BWX Technologies: Which Nuclear Energy Stock Belongs in Your Portfolio?
• Negative Sentiment: Wells Fargo initiated coverage with an underweight/negative stance — fresh sell-side caution provides ammunition for profit-taking and can pressure the stock despite operational wins. Wells Fargo initiates coverage of BWX Technologies (BWXT) with underweight recommendation

Analysts Set New Price Targets

A number of research analysts have weighed in on BWXT shares. Weiss Ratings raised shares of BWX Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 25th. Wells Fargo & Company started coverage on shares of BWX Technologies in a report on Wednesday. They set an “underweight” rating and a $200.00 price objective on the stock. BTIG Research boosted their price objective on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, TD Cowen assumed coverage on BWX Technologies in a report on Thursday, March 12th. They set a “buy” rating and a $230.00 target price for the company. Three equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and an average target price of $207.60.

Insiders Place Their Bets

In other news, Director Gerhard F. Burbach sold 1,983 shares of the firm’s stock in a transaction dated 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the sale, the chief executive officer directly owned 177,594 shares in the company, 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 have sold 13,327 shares of company stock valued at $2,734,844 in the last three months. 0.47% of the stock is currently owned by corporate insiders.

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.